How to Create a Signup Form

Bailey Lawson Updated by Bailey Lawson

Creating a Signup Form

  1. On your Signup Forms page, click the Choose button under Signup Form

Customize Your Signup Form

  1. Under Signup Form Details - name your form, edit the layout, and title text, and select which form fields you'd like to include. The right side of the page will automatically update with a preview of your form.

Add to Segment(s)

  1. Choose what segment(s) you want to add new signups to in the Add to Segment(s) section by clicking add. This will not appear on your form but will show up as a new segment.

Opt-in Segments (Optional)

  1. You can customize the interest/preference segments your customers are added to by clicking Add to add new segments or X to delete the default segments. These appear on your form as checkboxes. When new signups check the boxes, they’ll be added to the corresponding Segments in your Hive account.
Note: If you type in a segment name that already exists in your Hive account, it will automatically sync subscribers into that pre-existing segment. Otherwise, a new static segment will be created.Success Message Details
  1. Lastly, you can edit the Success Message that appears when customers successfully enter their email. 

To preview this screen, toggle the button at the top of the form preview to Success Message. 

Embedding the Signup Form

  1. Once you’ve customized your form, click Save & Get Embed Code in the top right corner. The black box is generated HTML code to be copied and pasted into your site.
  1. Then click Edit Welcome Email/SMS to start customizing the email automation that will send a Welcome email to all website signups. Follow this step-by-step FAQ to learn How to Customize a Pre-Built Welcome Email Automation.

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