Forms

Forms let you capture data directly into your UbiQuity database, giving you a simple way to grow your contact list, collect information, and trigger automated follow-up emails.

Overview

Forms are one of the core data capture tools in UbiQuity. They connect directly to your database, so every submission either adds a new contact or updates an existing one. You can embed them on your website, link to them from an email, or share them as a standalone URL.

There are four form types to choose from depending on what you need to do. Subscribe Forms add new contacts to your database. Update Forms let existing contacts update their own details, usually from a link in an email. Subscribe/Update Forms handle both, making them useful for website sign-up pages where you can't be sure if someone already exists in your database. Opt Out Forms give contacts a way to unsubscribe from your emails.

Once a form is submitted, UbiQuity can send triggered emails automatically. These can go to the person who filled in the form, to someone on your team, or both. You can also link forms to surveys or events as part of a wider programme. Each form also has a built-in report showing visitor activity and submission data over time.

Layouts control how your forms look. A well-designed layout can fully match your brand and work across desktop and mobile.

In this section

• Creating a Form

• Settings

• Fields and Validation

• Confirmation Page

• Triggered Emails

• Deploying Your Form

• Form Reports

• Transactional Forms