How To Set Up Mautic Forms | Step-By-Step Guide To Mautic Forms
Forms are the best lead generation method for solopreneur websites and a special part of the marketing automation system.
A form is used to gather user data and information often in exchange for giving access to a download, event registration, or an email newsletter.
Forms allow you to collect user contact data and add additional data to their profile.
There are two types of forms in Mautic.
- Campaign Form: Contact form acts as the primary contact source for a particular campaign in Mautic and form submission actions are controlled by campaign builder.
- Standalone Form: In Standalone form can have all submit actions configured directly within the form.
Steps To Create Mautic Form:
Step 1: Login to your Mautic Account. Select Forms option under Components.
Step 2: Add New Form
To create a new mautic form, Click “New” Option.
And you will have the option of choosing a campaign form or standalone form. Select the form type which you want to create. Here selecting a Standalone Form.
Step 3: Create your Mautic Form.
Regardless of which option you choose for creating Mautic form, you will be brought to a form builder that offers identical form options.
In the details, you can add your form name, along with its description. And you can also decide what will happen after the user submits your form.
- Name: Title your form, you may want to search for the form in Mautic.
- Description: Add a description of mautic form, so other users can know what is the goal of the form. It can also include information like the form creation date and any pages where the form appears.
- Successful Submit Action: Options include
- Remain at form: nothing appears to happen at form.
- Redirect URL: directs user to another page, such as a thank you page after the form submission
- Display message: It shows a message over the form once the user submitted the form.
- Redirect URL/Message: If you’re using the Redirect URL option, paste the URL in the box where you’d like to redirect users after successful submission. And if you use the Display message, enter the message to display on form submission.
After adding form details go to “Fields” Option. A form can contain as many fields as needed.
In the “Fields” section, you can select from a number of different field types such as text, date, checkbox, description area, country list, and more.
Here in the example, we’re selecting the “Text” field which allows us to take the user’s Name.
You’ll get a below screen to customize your form field.
