Web Forms
A web form is a signup form for your website. Everyone who submits it is added straight to one of your contact lists, with the fields you chose, and can receive a confirmation email, a welcome email and your campaigns. You manage them under Setup → Web Forms.
Visitor fills in the form
|
v
Contact added to your list
|
+-- Require email confirmation OFF --> Confirmed straight away
| Thank-you email (optional)
|
+-- Require email confirmation ON --> Unconfirmed
Confirmation email with a link
|
v
Clicks the link --> Confirmed
Thank-you email (optional)
Web forms are the usual way to collect subscribers who asked to hear from you. Pair one with a trigger (Contact is added through a web form) to start a welcome series the moment someone signs up.
Before you start
- A contact list with a sender on an Active sending domain. Lists without one can't be chosen. See Contact Lists.
- The custom fields you want to ask for, such as first name or company. See Custom Fields.
- A pool for the confirmation and welcome emails. See Dedicated Pools.
The Web Forms page
Go to Setup → Web Forms.
- Add New creates a form, starting from a design. See Create a web form.
- Templates opens Web Form Templates, where you create your own designs. See Form designs.
- Bulk Actions → Delete deletes the forms you've ticked.
| Column | What it shows |
|---|---|
| Form Name | The form's name. |
| Require email confirmation | Yes if the form uses double opt-in. |
| Thank You Email | Yes if the form sends a thank-you email. |
| Created on | When the form was created. |
| Actions | The row menu. |
The Actions menu on each row offers:
| Action | What it does |
|---|---|
| Edit | Opens the form's settings. |
| Get HTML | Shows the form's code, ready to paste into your website. |
| View Form | Shows the form as visitors will see it. |
| Download | Downloads the form as an HTML file. |
| Make a Copy | Creates a copy named after the form with - copy. |
| Copy Post URL | Copies the address the form sends its data to. You'll see "Post URL copied to clipboard." |
| Delete | Deletes the form after you confirm. |
Create a web form
- Go to Setup → Web Forms and click Add New.
- On Select Web Form Template, click Blank Template for an unstyled form, or Use This on one of the designs, such as a simple subscribe form or a contact form with address fields. Click the magnifier on a design to see it full size, or type in Search templates to find one.
The form opens on the first of four steps:
| Step | What you set |
|---|---|
| 1. Form Details | Name, options, pool, list and fields |
| 2. Email Confirmation | Double opt-in: what visitors see after submitting, and the confirmation email |
| 3. Welcome Email | What subscribers see once they're subscribed, and the thank-you email |
| 4. Error | What visitors see if the signup fails |
Click Continue to move on, Back to return and Submit on the last step to save the form.
Step 1: Form Details
At the top, Current Template shows the design you picked. Change template lets you pick another; Cancel change keeps the current one.
| Field | What to enter |
|---|---|
| Form name | Required. A name that tells your forms apart, such as Footer signup or Blog newsletter. Visitors don't see it. |
| Require email confirmation | Double opt-in. On for new forms. See Double opt-in. Some accounts always use double opt-in; then this switch isn't shown. |
| Send thank you email | Sends a welcome email to new subscribers. On for new forms. Its content is set in step 3. |
| Google Recaptcha | Adds Google reCAPTCHA spam protection. See reCAPTCHA. |
| Send notification | Emails you each time someone subscribes. See Signup notifications. |
| Email format | The format new subscribers receive: Allow subscribers to choose (the form asks), HTML or Text. |
| Duplicates | What happens when the address is already on the list: Skip leaves the existing contact as it is; Update updates it with what was submitted. Update is only offered when Require email confirmation is off. |
| Sending Nodes | Required. The pool that sends this form's confirmation and thank-you emails. In Mumara ONE the entries in this list are your pools, and only pools you can currently send through are offered. Tick at least one. See Dedicated Pools. |
| Contact List | Required. The list new subscribers are added to. Lists are grouped as under Lists. A list whose sender email isn't on an Active sending domain shows Missing Sending Domain and a Fix Now link, and can't be chosen; blocked lists can't be chosen either. |
| Form fields | Required. The fields the form shows. See Choose and order the fields. |
Choose and order the fields
When you choose a contact list, its custom fields appear under it as tick boxes. Tick the fields you want on the form; they're added to Form fields. Email is always included.
Drag the fields in Form fields into the order you want. The form's code follows that order.
The form can show every type of custom field: text, number, multi-line text, checkboxes, drop-down, radio buttons and date. See Custom Fields.
reCAPTCHA
Switch on Google Recaptcha, choose V2 or V3, and enter the Public Key (the site key) and Secret Key from your own Google reCAPTCHA account. Register the domain of the website the form is on in Google's console first.
| Version | What visitors see |
|---|---|
| V2 | An "I'm not a robot" tick box. |
| V3 | Nothing: Google scores each visit in the background, and submissions that look automated are refused with "Suspicious activity detected. Please try again later." |
Signup notifications
Switch on Send notification to get an email for every new subscriber:
- Notification email: the address to notify, such as your own or your team's.
- Notification email content and Notification email subject: the email you receive. Use
%%list_name%%for the list,%%webform_name%%for the form and%%app_title%%for the application name.
Step 2: Email Confirmation
This step only applies when Require email confirmation is on. When it's off, the step says its settings aren't applied.
Redirect after submission decides what the visitor sees right after submitting:
| Option | What happens |
|---|---|
| Show confirmation page | A built-in page with the text under Confirmation page content, which starts as "You're almost subscribed!…". |
| Redirect to another webpage | The visitor goes to the address you enter under Website URL, such as a "check your inbox" page on your site. |
| Show JSON response | Returns the text under JSON Response instead of a page, for forms that submit in the background with JavaScript. |
Then set up the confirmation email:
| Field | What to enter |
|---|---|
| Sender name | The name the confirmation email comes from. |
| Sender email | Type the part before the @, then choose one of your sending domains. Active domains are listed under Eligible Domains; domains that aren't ready are under Ineligible Domains and can't be chosen. |
| Reply-to email | Where replies go. |
| Email subject | The subject line, such as Confirm your subscription! |
| Confirmation email HTML content | The email's HTML. It must contain %%confirmurl%%, the link that confirms the subscription. The starting text already has it. |
| Confirmation email Text content | The plain-text version. Include %%confirmurl%% here too. |
There's no bounce address to set: Mumara ONE handles bounces for you.
Step 3: Welcome Email
Redirect subscriber to decides what subscribers see once their subscription is complete: straight after submitting when double opt-in is off, or after clicking the confirmation link when it's on.
| Option | What happens |
|---|---|
| Show thank you page | A built-in page with the text under Thank you page content, which starts as "Welcome to the Community!…". |
| Redirect to another webpage | The subscriber goes to the address you enter under Website URL, such as a download page for the guide they signed up for. |
With Send thank you email on, set up the thank-you email: Sender name, Sender email, Reply-to email, Email subject (it starts as Thank you for your subscription!), Email HTML content and Email Text content. Copy as Text fills the text version from the HTML.
Step 4: Error
In case of an error decides what visitors see if the signup fails, for example because the address isn't valid:
| Option | What happens |
|---|---|
| Show error page | A built-in page with the text under Error Page Content. %%error%% shows the reason. |
| Redirect to another web page | The visitor goes to the address you enter under Website URL. |
Click Submit to save the form.
Variables
In the page and email editors, Insert Variable opens a list of the variables you can use, grouped as System, Fields (the contact's fields), Spintax, Dynamic (your Dynamic Content Tags) and Profile (details from your own account profile, such as your company's address). The ones you'll use most:
| Variable | Inserts |
|---|---|
%%confirmurl%% | The confirmation link. Required in the confirmation email. |
%%unsubscribelink%% | The unsubscribe link. |
%%error%% | Why the signup failed. Error page only. |
%%list_name%%, %%webform_name%%, %%app_title%% | The list, the form and the application name. Signup notifications. |
See Spintax and Dynamic Content Tags.
Double opt-in
With Require email confirmation on:
- The visitor submits the form.
- They're added to the list straight away, with an Unconfirmed status.
- Mumara ONE sends the confirmation email.
- They click the link in it, and their status changes to Confirmed.
- If Send thank you email is on, the thank-you email follows.
With it off, the visitor is added as Confirmed straight away.
Unconfirmed contacts stay on the list but don't receive campaigns while Skip unconfirmed is on, which it is by default. Double opt-in keeps typos and fake addresses off your lists and gives you a record of consent, which helps both your sending reputation and your compliance. See Compliance.
Put the form on your website
- On Setup → Web Forms, open the form's Actions menu and choose Get HTML.
- Copy the code from Web Form HTML.
- Paste it into your website where the form should appear, for example into an HTML block in your site builder.
The code contains hidden fields that tell Mumara ONE which form and list the signup is for. Keep them as they are. You can restyle the form with your own CSS.
View Form shows the form as visitors will see it, and Download saves it as an HTML file.
Use your own form
If you'd rather build the form yourself, choose Copy Post URL and set your form to submit (POST) to that address. Send the address in a field named email, plus any custom fields the web form includes. The web form's settings still apply: the list, double opt-in, emails and pages.
Form designs
Templates, on the Web Forms page, opens Web Form Templates, which lists the ready-made designs (marked Pre-built) and your own.
- Add New creates a design: give it a Template name, choose the Form type, upload a Template preview picture (JPG, PNG or GIF) and write the design's HTML and CSS. Click Save or Save & Keep Editing.
- Duplicate copies a design, including a pre-built one, so you can adjust it.
- Edit and Delete work on your own designs. Before you delete a design, make sure none of your forms use it.
Your designs are offered alongside the pre-built ones when you click Add New on the Web Forms page.
Good practice
- Ask for as little as you need. Every extra field costs signups. Email and a first name are often enough.
- Keep double opt-in on. It gives you cleaner lists and proof of consent.
- Say what people are signing up for, and how often you'll email them, next to the form.
- Link to your privacy policy from the form.
- Use reCAPTCHA on public pages, to keep bots from filling your list with fake addresses.
- Test the whole flow with your own address: submit, confirm, check the welcome email and the pages.
Troubleshooting
| Problem | What to check |
|---|---|
| The confirmation email doesn't arrive | Check the spam folder. Check the form's sender email is on an Active sending domain, and that the pool under Sending Nodes can send. |
| The list can't be chosen | Its sender email isn't on an Active domain (Missing Sending Domain) or the list is blocked. Click Fix Now. |
| Visitors see "Invalid token." or the form does nothing | The code was changed. Copy it again with Get HTML, keeping the hidden fields. |
| Visitors see "The list associated with this web form no longer exists." | The form's list was deleted. Edit the form and choose another list. |
| reCAPTCHA fails | The keys belong to the version you chose (V2 or V3), and your website's domain is registered in Google's console. |
| A subscriber's details weren't updated | Duplicates is set to Skip, or double opt-in is on, which always skips existing contacts. |
| A subscriber can't be found | They haven't clicked the confirmation link yet: look for them as an unconfirmed contact. |
Next steps
- Contact Lists: the lists your forms fill
- Custom Fields: the fields your forms ask for
- Triggers: react when someone subscribes through a web form
- Drip Campaigns: send new subscribers a welcome series