Insert a registration form on your site

 

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With Connectif, you can create and insert a form on your website to register the contacts who complete it. To do this, you will need to create web content from the different formats available in Connectif, add your form, and configure it to register the visitors who submit it.

In this article, you will learn how to insert a registration form on your site.

 
Implementation time: 10 min.
Difficulty: Low.
When to use it: When you want to insert a registration form on your website without needing to make changes to its structure.
 

STEP 1: Creating the content and the form

(This section explains how to create the Web Content, in this case, a popup, that will contain the registration form).

1. Access your Connectif account.

2. Go to "Content > Web Content" and click on  Create new content.

3. Select the type of content in which you will insert the form that best suits your strategy.

  

You can insert a form in any of the Connectif Web Contents available.

Insert a registration form on your website - 1-min.png

  

In our example, we have chosen a popup type web content, but this process would work for any other type.

4. Within the Content Editor, click on the Components tab and go to the Forms and Surveys section. Add the form elements you want and edit them to give them the text and design you want. Following the steps in this example:

  • Add an email field to collect the contact's email address.
  • (Optional). Add a text field to collect the contact's name. Edit it to configure its design and text.
  • Add a "submit" button to send the form.
  • (Optional). Add images, text, and variables as needed.

Insert a registration form on your website - 2-min.png

5. Click on the Form tab and, in the Form Type section, choose "Subscription" from the dropdown.

Insert a registration form on your website - 3-min.png

6. In the Email identifier dropdown, choose the "Email" field that you added to your form.

7. (Optional). Check the Subscribe the contact to the newsletter upon form submission box to subscribe the contacts who complete it to your newsletter lists, if applicable.

Insert a registration form on your website - 4-min.png

8. Once your content is configured, click Save to save it.

 

STEP 2: Configuring the workflow

(This section explains how to create the workflow that will display the web content containing the form on your site).

9. Access the Workflows section from the left side menu, click  Create new workflow and select  Create blank workflow.

10. Click on  (Edit node configuration) of the “Start” node.

11. In Select a restriction, check "All my list" and, in the dropdown, choose "Contacts without email".

12. In Select the data source, check "All existing and new".

13. Click on  Apply.

Insert a registration form on your website - 5-min.png

14. Add an action node of type "On page visit" to react at the moment a contact without an email visits a page on the web. 

Insert a registration form on your website - 6-min.png

15. Access the configuration of the "On page visit" node and choose which pages you want the popup with the registration form to be displayed. 

 

If you want to place the form only on a specific URL, you should check the option Any of the following pages exactly and indicate the URL of the landing page where the form should be displayed, as shown in the example.

Insert a registration form on your website - 7-min.png

16. In the Limitations tab of the "On page visit"node, click on the "Disable after triggering" checkbox to uncheck it. Click on Apply to save the configuration changes.

Insert a registration form on your website - 8-min.png

17. Add an action node "Send web content", which will be responsible for displaying the form you just created in Step 1.

Insert a registration form on your website - 9-min.png

18. Access the configuration of the "Send web content" node and choose the content you just created. 

Insert a registration form on your website - 10-min.png

19. Click Next to configure how the content will be displayed.

 

If you need more information on how to insert web content on your page, take a look at this article.


If you need more information on how to insert an inline on your page, take a look at this article

20. (Optional). If the content includes variables, a next step will appear to associate them, as shown in the image.

Insert a registration form on your website - 11-min.png

 

In this example, the form does not contain variables.

21. Click Apply to save the node configuration.

22. In the Workflow Editor, activate your workflow so that the form is available on your website.

 

 

 Success!
Your registration form is integrated into your website.


Keep learning!

To take full advantage of your Connectif account, we recommend continuing with the following articles:

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