Creating Signup Forms

This guide walks you through how to create and publish a signup form in Sender for the first time — from naming your form to embedding it on your website.

Where to Find This Feature

In the Sender dashboard, go to Forms in the left sidebar.

On this page, you’ll see a list of any existing forms with their type, status, and performance stats. If you haven’t created a form yet, you’ll see a welcome screen with a Create your first form button. If you already have forms, click Create a new form in the upper-right corner.

Steps to Create a Signup Form

Step 1 — Start a New Form

Click Create your first form on the welcome screen, or click Create a new form in the upper-right corner of the Forms page. You’ll be taken to the New form page where you’ll see a Form name field and three form type options below it.

Step 2 — Name Your Form and Choose a Form Type

Enter a name in the Form name field. This is an internal name to help you identify the form later.

Below the name field, choose one of the three available form types: Embedded form — a static form that sits directly within your webpage content. Popup form — an overlay that appears on top of your page based on display rules you define. Spin-to-win wheel — an interactive wheel that visitors spin to reveal an offer or incentive.

Click the orange button below your chosen type (for example, Create new popup) to continue.

Step 3 — Select a Template

A template gallery opens with pre-designed layouts for your chosen form type. Browse the available templates or use the Find template by name search bar at the top to locate a specific one. You can also switch between All templates and Themed templates using the filter on the left side.

Click a template to select it. The form builder opens with your chosen template loaded and ready to customize.

Step 4 — Customize the Form Design

In the form builder, click the Design tab on the right-side panel. This is where you adjust the visual appearance of your form. You can expand each section to configure it:

Box settings — padding, border, background color, and background image. Logo settings — add or change a logo. Text settings — heading and body text styles. Inputs and Input placeholders — style the form fields. Submit button — change the button color, text, and shape. Close button, Overlay, and Shadow — control the popup’s surrounding appearance.

The form preview in the center updates in real time as you make changes.

Step 5 — Configure Form Fields

Click the Settings tab, then expand the Fields section. By default, your form includes an Email field and a Name field. Each field has a Field Label and an Input Placeholder you can edit. You can also mark fields as Required using the checkbox.

To add more fields, click Add field and select from the available options such as Last name, Phone number, or Birthday. You can also click Create a new field to define a custom field.

Step 6 — Connect to a Subscriber Group

Still under the Settings tab, expand the Groups section. Under Add subscribers to these groups, click the Select option dropdown and choose a subscriber group. A subscriber group is the list where new signups from this form will be stored.

You can also use the Add group button under Allow subscribers to choose their interest groups to let visitors pick which groups they want to join.

Step 7 — Set Display Behaviour

Click the Behaviour tab to control when and where your form appears. This tab includes four sections:

When to show popup? — Choose triggers such as showing the form after a set number of seconds on the page, when the user scrolls to a certain percentage, when they try to leave the page, or when they click a specific element. Frequency — Set how often the popup reappears for visitors who haven’t subscribed (for example, every 30 days). Check Always show to display it on every visit. Schedule — Choose Instant to activate the form immediately, or Specific time to set a start and end date. Visibility — Choose Always show, Hide on specific pages, or Show on specific pages. You can also hide the form on specific device types using the Hide on desktop, Hide on mobile devices, or Hide on tablet devices checkboxes.

Step 8 — Save and Publish

Click Save and continue in the upper-right corner of the form builder. This saves your form and takes you to the Publishing settings page.

On this page, you’ll see your form’s status displayed as DRAFT. Review the Double opt-in settings toggle if you want to send confirmation emails to new subscribers. When you’re ready, click the Publish button to make your form live. The page also displays your form URL, a QR code, and a JavaScript snippet you can copy and paste into your website’s HTML to embed the form.

What Happens Next

After publishing, your form becomes active and will appear on your website according to the display rules you configured in the Behaviour tab. You can also share it directly using the form URL shown on the Publishing settings page.

New signups are automatically added to the subscriber group you selected during setup. You can view your subscribers under the Subscribers section in the dashboard.

Your form’s status updates from DRAFT to active once published. To find and manage your forms at any time, go to Forms in the left sidebar. From the forms list, you can view stats, edit the form, open its settings, or duplicate and rename it using the action menu.

Common Issues

Form stays in DRAFT status after saving → Clicking Save and continue saves your form but does not publish it. You must click the Publish button on the Publishing settings page to make your form live.

Popup does not appear on the website → Verify that the JavaScript snippet from the Publishing settings page is installed on your site before the closing </head> tag. Also check that the form’s Visibility settings in the Behaviour tab are not hiding it on the device or page you’re testing.

New signups are not appearing in the expected group → Open the form builder, go to the Settings tab, and expand the Groups section. Confirm that the correct subscriber group is selected under Add subscribers to these groups.

Form fields are not showing on the live form → Make sure the fields you added under Settings → Fields are saved. Click Save and continue again and republish the form to apply changes.

FAQs

What form types are available in Sender?

Sender offers three form types: Embedded form, Popup form, and Spin-to-win wheel. Embedded forms sit within your page content, popups overlay the page based on trigger rules, and spin-to-win wheels display an interactive wheel visitors can spin to receive an offer.

Can I add custom fields to my signup form?

Yes. In the form builder, go to the Settings tab and expand the Fields section. Click Add field, then select an existing field like Last name, Phone number, or Birthday — or click Create a new field to define your own.

How do I connect my form to a specific subscriber group?

In the form builder under the Settings tab, expand the Groups section. Use the Select option dropdown under Add subscribers to these groups to choose the group where new signups will be stored.

Can I embed the form on my website?

Yes. After saving your form, the Publishing settings page provides a JavaScript snippet you can copy and paste into your website’s HTML before the closing </head> tag. You can also use the JavaScript explicit rendering option for more control over where the form appears.

Can I preview my form on different devices?

Yes. The form builder toolbar at the top includes device preview icons that let you switch between desktop and mobile views to see how your form will look on different screen sizes.

How do I edit a form after publishing?

Go to Forms in the left sidebar. Find your form in the list and click the edit (pencil) icon, or click the settings (gear) icon to go directly to Publishing settings. You can also click Edit on the Publishing settings page to reopen the form builder.