Creating a Registration Form

Forms can be configured to allow a visitor to register themselves as a Contact on your site. These new Contacts can select the Contact Groups and Subscription Groups that they wish to belong to, or be added automatically to Groups of your choosing. They will also receive a "welcome" email if the feature has been enabled.

Before continuing, ensure that you are familiar with Creating a Basic Form.

The Contact Registration Fieldset

The key difference between a basic Form and a registration Form is the Contact Registration Fieldset: The Contact Registration Fieldset

When submitted, Forms that contain this field will generate both a Form Submission record and a new Contact. Click the "+" next to the field to edit the advanced options.

Select which fields to show

This section allows you to select how much information to collect from the new Contact. At minimum, an email address is required: Select which fields to show

Select which Group(s) you wish to place the Contact into

This section allows you to define the Group membership for new Contacts: Select which Group(s) you wish to place the Contact into

  1. Specify the Contact Groups for new Contacts.
  2. Define a set of Contact Groups that the new Contact can select from.
  3. If checked, the new Contact will either be allowed to choose their Subscription Groups or be forced to subscribe.

If you do not specify any Groups for the new Contacts, they will be added to a special Group called "Contacts without a Group".

Configure a follow up Thank-You email

This section allows you to create an email message that will be delivered to the new Contact after they submit the Form: Configure a follow up Thank-You email

  1. The email subject.
  2. The email content/body.

The email message will only be sent if both the subject and body have been filled out.