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Use Forms in your publications

Learn how to embed a customizable form into a publication to collect reader information and build a lead base.

Written by David Aslanyan

You can embed fully customizable forms in your publications to collect reader information and build a base of leads.

Note: This feature is available on Business and Enterprise plans.

Important: You cannot use custom forms on a publication that has subscription enabled. See Disable collection subscription for more information.

  1. On the My Publications page, open the collection where your publication is located.

  2. Click the Edit settings button for the publication where you want to embed the form.

  3. Click the FORMS tab.

  4. From the dropdown, select the form you want to use. If you don't have one yet, enable custom forms management for a collection first.

  5. Select a Pop-up appearance option:

    • Appear from the selected page: The pop-up appears on the specified page. If the reader jumps past that page, it will appear on the next page they reach.

    • Appear on the selected page: The pop-up appears only when the reader navigates to that exact page. If they skip it, the pop-up does not appear.

  6. Select the page or pages where you want the form to appear.

  7. If you want the form to be mandatory, select the Mandatory to fill checkbox. Readers will need to complete required fields before continuing.

  8. Click Save and Close.

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