When you create a form in ActiveCampaign, there are four form styles to choose from: Inline Form, Floating Bar, Floating Box, and Modal.
Note: For Lite plan users, the inline form style is the only option.
This guide will walk you through these form style options and explain how to configure each style to fit your needs. By the end, you should have a better understanding of all the field, formatting, and style options at your disposal when designing a form.
This style of form is embedded into the content of the webpage where you want it to appear. With an inline form, you have the flexibility to add, change, or remove the fields that appear on the form. This is what differentiates an inline form from the rest of the form styles in ActiveCampaign; while the other styles are best used to collect new subscribers’ email addresses, an inline form can be used to collect all kinds of information.
You’ll see all of your field options displayed in the menu on the right under the Fields category, including all of the custom fields you previously created (under My Fields):
To create a new custom field for your form, just click the green Add Custom Field button at the bottom.
All of the default custom fields included in every ActiveCampaign account can be found under the “Standard” category:
This category is also where you can add a CAPTCHA field, a list selector to allow contacts to subscribe to more than one list, and a Subscribe/Unsubscribe radio button.
Styling Your Form
Under the Style category, you can change the layout of your form, change its background and font color, tweak the color and style of the Submit button, and apply any custom CSS you’d like to add.
If you’re on a Plus, Professional or Enterprise plan, you can also choose not to have the ActiveCampaign branding display on the form, by selecting the OFF button at the bottom.
Under the Options category, you can edit the “Thank You” message that appears upon form submission. This option is great if you would like your contacts to stay on the same page they submitted the form on. You can also redirect them to a single page on your website after they submit the form by using the “Open URL” option from the dropdown field. This is great if you would like to use a customized thank you page to help contacts progress through your marketing funnel. Lastly, you can add additional actions to the form, such as applying a tag to contacts who submit the form, or adding them to a deal.
In ActiveCampaign, confirmation opt-in exists at the form level. This means a contact must fill out a form in order to confirm their email address. This is commonly known as Double Opt-In.
By default confirmation opt-in is enabled for every form you create in ActiveCampaign to help ensure you maintain a clean, permission-based contact database. To edit the confirmation opt-in settings, select the gear icon next to the “Subscribe to List” action:
You will be presented with a pop-up modal containing all the settings you can edit:
This is where you can disable the confirmation opt-in email by moving the toggle from ON to OFF. This will allow contacts who submit this form to be added to your list immediately without confirming their email address.
You can also review and edit the opt-in email by clicking the respective buttons:
ActiveCampaign allows you to fully customize your confirmation opt-in email, where other platforms mandate static text. We recommend you take the time to customize this email with your branding and messaging before completing the form.
Next, you can specify what you would like to happen once a contact confirms their email address by clicking the confirmation link in the opt-in email: You can either display a message on an ActiveCampaign hosted URL, or specify the URL on your website you’d like to redirect your contacts to.
Lastly, you can determine which physical address (if you have more than one added to your account) you would like to display in the footer of your email.
When you are finished with these settings hit “Save” to return to the form builder.
Note: The confirmation opt-in option appears on all form types.
When creating this form you are required to input your website URL. This URL will be used as a background image in the form builder to give you a preview of how the floating bar will look once published to your site.
The floating bar form style allows you to add a bar that “floats” at the top or bottom of your website that collects visitors’ email addresses. It includes the Name and Email Address standard fields.
Under the Style category in the menu on the right, you can change the background and font color of the bar, tweak the color and style of the Submit button, and apply any custom CSS you’d like to add.
Under the Options category, you can choose how you’d like your bar to first appear on the page and whether it displays at the top or bottom of your site. You can also opt to have the form appear after a visitor scrolls through a certain percentage of your site.
You can specify when and for how long the bar should “hide.” You can opt to make the Name field required (the Email field is automatically required because you can’t add a contact into ActiveCampaign without an email address), and you can edit the “Thank You” copy that appears upon form submission, or input a URL to direct contacts to after they submit.
If you ever need to add more actions to the form, you can do that here, under Options, as well.
If you want to change any text in the form, click on the text and type in your new copy in the field that appears to the right:
The floating box form style allows you to add a form that appears in the bottom left or right corner of your website that collects visitors’ email addresses. Similar to the floating bar, it requires a URL in order to start the creation process.
This form also includes the Name and Email Address standard fields.
Under the Style category, you have the option to choose a different box layout that features a place to upload a photo, if you want to include an image in your form.
Like the floating bar form type, you can also change the background and font color of the box, tweak the color and style of the Submit button, apply any custom CSS you’d like to add and remove the ActiveCampaign branding (if you’re on a Plus, Professional or Enterprise plan).
Under the Options category, you can choose how you’d like your box to first appear on the page and whether it displays in the right or left corner of your website.
Also like the floating bar form, you can specify when and for how long the box should “hide,” opt to make the Name field required, and edit the “Thank You” copy or input a URL to direct contacts to after they submit.
The modal form style is a “pop-up” window that appears as contacts browse your website. It requires a URL to begin the creation process and includes the Name and Email Address standard fields, just like a floating bar and floating box form., Additionally, this form provides an editable description field you can use to inform your visitors what they’re signing up for.
Your configuration options for the modal form style are the same as for the floating bar and box form types.
The style of form you choose to use is primarily up to how you want to share the form, as well as your style preferences.
The floating bar, box, and modal styles provide a simple means for collecting new email addresses for your list from your website.
If you want to be able to link to your form, or collect more information from your contacts, use the inline style to build a form you can share and use to collect the information you need.
To learn about your options for adding forms to your website, a Facebook page, and sharing elsewhere, check out our guide to adding forms to your website.
What kind of forms do you use for your business? Let us know in the comments below.