Before you start: forms need access to the Email product. If the form will send a
confirmation email, which signup forms do by default, you also need a
verified sending domain.
Watch the walkthrough
Watch the walkthrough
1
Start a form
Go to Contacts > Forms and select Create Form. The builder opens with Setup first.
The header shows Saving and Draft · saved as your work is stored.
2
Set it up
Enter a Form name; only you see it. Under Form type, choose Signup form or
Full page form. See Forms overview for the difference.Then choose where submissions go:
- A signup form needs a list under Signups join. Pick one, or select Create a new list and name it.
- A full page form can add responses to a list under Add responses to a list (optional), or leave it empty to collect answers only.
3
Add fields or questions
In Fields (or Questions on a full page form), select Add field or Add question
and pick a type. Drag the handle on a row to reorder it, and select the arrow to edit its label,
placeholder, help text and options.A signup form always has an Email address field. See Question types.
4
Brand it
In Design, add a Cover image and a Logo. In Copy, change the button label and
the messages people see after submitting. See
Design and branding.
5
Map answers (full page forms with a list)
In Mapping, choose where each answer goes on the contact. One question must map to
Email address. See Map answers to contact fields.
6
Review the settings
In Settings, set the Sender name and Sender address for the confirmation email, a
Redirect after submitting if you want one, and the limits under After submitting and
Bot protection. The defaults suit most forms.
7
Clear the checklist
Before you publish, beside the builder, lists what’s still missing. Select an item’s button
to jump to the fix. The preview underneath shows the form as visitors will see it; select
Preview at the top to open the real hosted page.
8
Publish
Select Publish. The form goes Live, and a dialog shows its link, a QR code and a summary
of what happens to each submission.
What happens next
- The form’s link,
https://forms.brudcast.com/f/…, starts accepting submissions. Share it from the Share tab; see Publish and share. - Signups appear on the Submissions tab, and responses on Responses.
- After publishing, the form opens in tabs instead of the single builder page. Each tab has its own save button.
- You can switch the form’s type until it’s published. After that it’s fixed.
Question types
A full page form can use any of these question types. A signup form uses a fixed set of contact fields instead.
Every question also has a Label, Help text and a Required switch. Layout items shape the
page but collect nothing: Section (which starts a new page), Title and description, Image
and Video.
A signup form asks only for details that land on a contact: First name, Last name,
Phone number, Consent checkbox, Hidden field, and any of your
custom fields. Its Email address field is
always there, always required, and can’t be removed. Each field can appear once.
Two details are easy to miss. The wording of a Consent checkbox is saved word for word in the
consent record of anyone who ticks it, and rewording it later doesn’t change records already
written. Phone number answers are converted to international format, for example
+2348000000001, when they arrive.
Map answers to contact fields
Mapping only matters for a form that adds people to a list. A full page form with no list keeps every answer on the response and creates no contact.
Each target can be used once per form, except Custom field, where each of your fields can be
used once. A custom field only accepts questions that produce the right kind of value: Text
takes text and contact-detail questions, Number takes Number, Linear scale and Rating, Date
takes Date, Boolean takes a Consent checkbox, and Select (Dropdown) takes Dropdown, Multiple
choice and Checkboxes. When a Checkboxes answer fills a single field, the chosen options are
joined into one value, separated by commas.
On a signup form, every field is mapped when you add it. A full page form asks its questions first
and decides where the answers go on the Mapping tab, where one question must map to Email
address before the form can be published. Only questions that can fill a contact field appear
there; grids, file uploads and layout items always stay on the response, and an unmapped answer is
still readable on the Responses tab.
Mapped answers are written to the contact when the signup completes: straight away with single
opt-in, or when the person confirms with double opt-in. For a new contact, the form sets the email
address, name and custom fields. For someone who is already a contact, the form adds them to the
list and confirms their address, but doesn’t overwrite the details you already hold.
Double opt-in and consent
With double opt-in, someone who fills in your form only joins your list after clicking a link in a confirmation email. It proves the address is real and belongs to the person who signed up. A form is a public page, and anyone can type anyone’s address into it. Without confirmation, every typo, fake and hostile signup becomes a contact you pay for and send to, and those addresses bounce and complain. That’s why Require email confirmation is on by default. A brand-new address doesn’t become a contact until it confirms, so unconfirmed signups don’t use up your contact limit.- The email comes from the form’s sender address, with a confirm link and a decline link.
- The link opens a page where the person confirms with a button, so mail scanners that follow links can’t confirm on their behalf.
- The link lasts 7 days. After that the submission is Expired, and the person can submit the form again for a new link.
- Submitting twice doesn’t create a second signup. The same submission is updated and the email is sent again.
- An existing contact who signs up is held as awaiting confirmation until they click, and isn’t counted as a subscriber in the meantime.
- Declining marks the submission Rejected, so you can see the address said no.
This explains how Brudcast records consent. It isn’t legal advice. Check what the laws in your
recipients’ countries require.
Troubleshooting
Publish is greyed out
Publish is greyed out
Why: a check in Before you publish is still failing. Fix: hover over Publish to
see the first item, or follow the buttons in the checklist.
Verify the sending domain of the address this form sends from
Verify the sending domain of the address this form sends from
Why: confirmation emails go out from your own domain, and this one isn’t verified.
Fix: verify it under Channels > Email, or turn off Require email confirmation if
you really want single opt-in.
Switching the type deleted some questions
Switching the type deleted some questions
Why: a signup form only carries fields that map onto a contact, so switching from a full
page form discards the rest. The dialog lists them before you confirm with
Switch and discard. Fix: choose Keep current type to back out.
Related
Publish and share
Share the link and QR code.
Submissions and spam
What happens to each submission.
Forms overview
The two kinds of form, and where submissions go.