How to create your opt-in form

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In this example we will show you step by step how you can create an opt-in form that can lead to this as a result:

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We want to create this form - so that when customers have signed this form, they will automatically receive a copy of the signed version - by inserting these interactive elements:

  1. Multiple choice question
  2. Automatic date
  3. Open question
  4. Signature 
  5. External link
  6. Submit

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1. Collect data with 'Multiple choice'


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Insert a multiple choice question to collect the data you need:

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More info and all details about the creation of multiple choice questions, click here.


2. Fill out the date automatically

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Fill out the current date on the form automatically by using the open question feature:

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3. Collect data with an Open question 


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Insert an open question to collect data of your customer. The email address that you collect here, can be used to send your PDF to (in topic 6.) 

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More info and all details about the creation of open questions you can find right here.


4. Add a signature field

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Let your customer sign your form by adding a signature field:

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For more info and all details about the signature field, click here.


5. Add an external link

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You can add a hyperlink to an external webpage with for example more information of the Data Protection Policy. It is also possible to add a link to a PDF document:

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More info and all details about the type of links that are possible to insert, you can find here.


6. Save and send the form

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To save the collected data, you can add a submit button.
In the menu of the Submit button you can choose to send an email with a generated PDF of the current slide. 
Fill out the label of the open question field 'email address' (of topic 3.) to send the email towards your customer:

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For more info and all details about the submit button, click here.

You can download the PowerPoint of this opt-in form here.

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