Create a Multi-Step Sign-Up Form with Clayview
Table of Contents:
- Introduction
- What is a Sign-Up Form?
- Importance of Sign-Up Forms
- Types of Sign-Up Forms
4.1 Single-Step Forms
4.2 Multi-Step Forms
- How to Create a Sign-Up Form Using Clayview
5.1 Discovering Templates in the Forms Library
5.2 Using the Forms Editor
5.3 Adding an Email Collection Field to Your Form
5.4 Adding a Phone Number Collection Field to Your Form
5.5 Changing the Targeting and Behavior Settings for Your Form
5.6 Creating a Form Teaser
- Case Study: Creating a Multi-Step Sign-Up Form with Clayview
6.1 Naming Your Form and Selecting the Subscription List
6.2 Customizing the Design of Your Form
6.3 Adding Fields to Collect Email and Phone Number
6.4 Updating the Image and Text for the Form
6.5 Adding SMS Consent Collection Step
6.6 Updating Privacy Policy and Terms of Service
6.7 Customizing the Form Teaser and Success Message
6.8 Setting the Targeting and Behavior Options
- Conclusion
How to Create a Multi-Step Sign-Up Form with Clayview
Sign-up forms are essential tools for capturing information about your website visitors and growing your email and SMS lists. A multi-step sign-up form allows you to collect multiple types of information from your visitors. In this guide, we will walk you through the process of creating a multi-step sign-up form using Clayview.
1. Naming Your Form and Selecting the Subscription List
To create a new sign-up form, you first need to access the forms section in your Clayview account. From the main menu, click on "Sign Up Forms." This will take you to the list of forms you have already created. To create a new form, click on "Create Sign Up Form." Give your form a name and select the subscription list where subscribers will be added when they submit their information.
Pros:
- Allows you to organize subscribers into different lists based on their interests or preferences.
- Easy to manage and track the performance of each form.
Cons:
- Requires you to manually create and manage multiple subscription lists.
2. Customizing the Design of Your Form
Once you have named your form and selected the subscription list, you will be taken to the forms editor in Clayview. Here, you can customize the design of your form to match your website's style and branding. Explore the Styles tab to choose the form's style, position, and display options. You can also change the styling of the form's input fields or background.
Pros:
- Allows you to create a visually appealing form that aligns with your brand.
- Provides customization options to tailor the form's design to your preferences.
Cons:
- Requires some design skills or knowledge of CSS for advanced customization.
3. Adding Fields to Collect Email and Phone Number
In a multi-step sign-up form, you can collect different types of information on each step. Start by adding an email collection field to your form using the forms editor. This field will require visitors to provide their email address before proceeding to the next step. You can also add a phone number collection field if needed.
Pros:
- Enables you to gather essential contact information from your visitors.
- Helps you segment your subscribers based on their preferences or communication channels.
Cons:
- Certain visitors may be hesitant to provide their personal information.
4. Updating the Image and Text for the Form
To make your sign-up form more engaging, you can update the image and text displayed on the form. Choose an image that relates to the purpose or theme of your form. Within the forms editor, you can replace the default image with your own or select one from the Clavio image library. Update the text to provide clear instructions and communicate the value proposition of subscribing.
Pros:
- Increases the visual appeal of your form.
- Conveys a clear message to visitors regarding the benefits of subscribing.
Cons:
- Inadequate or irrelevant images and text may lead to low conversion rates.
5. Adding SMS Consent Collection Step
If you want to collect SMS consent from your subscribers, you can add an SMS opt-in step to your sign-up form. This step ensures that you are compliant with SMS regulations and gives customers the option to provide their phone number for SMS communications. Update the text and add links to your privacy policy and terms of service to inform subscribers about data usage and regulations.
Pros:
- Allows you to expand your communication channels to include SMS marketing.
- Ensures compliance with SMS regulations and builds trust with subscribers.
Cons:
- Not all visitors may be willing to provide their phone number for SMS communication.
6. Customizing the Form Teaser and Success Message
A form teaser is a small widget that remains visible on the screen, allowing visitors to reopen the form if they initially closed it. Customize the teaser's appearance and position according to your preferences. Additionally, update the success message displayed after a visitor completes the form. This message can provide further instructions or confirm the email and SMS consent collection process.
Pros:
- Increases the chances of capturing visitors who were initially hesitant to subscribe.
- Provides a positive user experience by offering easy access to the form.
Cons:
- Some visitors may find the form teaser intrusive or distracting.
7. Setting the Targeting and Behavior Options
To optimize the display of your sign-up form, you can set targeting and behavior options. Determine when and to whom the form should display using the targeting options. You can choose to display the form immediately, based on specific rules, or as a result of a custom trigger. Define the display frequency to control how often the form will show to visitors who didn't submit it on their previous visit.
Pros:
- Allows you to show the form to the right audience at the right time.
- Enables you to control the frequency of form display for returning visitors.
Cons:
- Inaccurate targeting or display frequency settings may result in low conversion rates.
By following these steps, you can create a multi-step sign-up form using Clayview. Remember to regularly monitor the performance of your form and make adjustments as needed to improve its effectiveness in growing your email and SMS lists.
Conclusion
Sign-up forms serve as valuable touchpoints on your website, allowing you to capture visitor information and grow your subscriber lists. With Clayview, you can easily create and customize multi-step sign-up forms to collect email addresses, phone numbers, and SMS consent. By utilizing the targeting and behavior options, you can ensure that your form is displayed to the right audience at the right time. Monitor the performance of your form and make necessary adjustments to enhance its effectiveness. Start using sign-up forms today to connect with your website visitors and build stronger customer relationships.
