Create a signup form
Collect usable consent and customer data through a branded onsite form.
See it in Leado
What you’ll achieve
- A published form that validates input, records the intended contact fields and channel consent, and shows the approved success experience.
Follow the workflow
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1
Open Actions → Forms
Create a form in the website or commerce workspace where submissions should be stored.
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2
Choose and map fields deliberately
Ask only for information needed for the stated purpose. Map standard identity fields consistently and use custom fields when the answer should become structured contact data rather than unstructured copy.
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3
Add consent language
Configure the subscription purpose, required consent, privacy link, and double opt-in behavior appropriate to your market.
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4
Design the form
Set copy, styles, button, confirmation state, and any redirect or follow-up experience.
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5
Test the complete submission
Submit a test address and confirm validation, consent state, contact creation, confirmation email, and success behavior.
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6
Publish and measure
Activate the form and monitor views, submissions, and signup rate.
Verify your work
- A test submission creates or updates the expected contact without an avoidable duplicate
- Every submitted standard and custom field appears in the intended contact field
- Consent, double opt-in, confirmation, redirect, and success copy behave as configured
If something doesn’t look right
No contact appears
Verify the form is published in the selected workspace and complete a valid live submission.
A field is empty or misplaced
Review its standard or custom-field mapping and submit a new test.
Subscription remains unconfirmed
Check the email sender, double-opt-in message, destination, and recipient inbox.
Limitations and safeguards
A form records the configured consent evidence but does not determine the organization’s lawful basis, retention policy, or required regional wording.