Creating a Form

Creating a form in UbiQuity takes just a few steps. Before you start, make sure your database fields are set up, as these are what your form will pull from.

Creating a Form

To create a form, go to Forms in the top navigation and click New Form. Give your form a name and an optional description, then select your form type.

The Create Form dialog where you enter a name and optional description for your new form.

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Form Types

The form type selector showing the three available form types — Update, Subscribe, and Subscribe/Update.

UbiQuity has three form types to choose from at creation:

Subscribe adds new contacts to your database. If your database has mandatory fields without default values, those fields must be included on the form. Any unique fields should also be included.

Update is used where a contact already exists in your database. You would usually link to an Update Form from a UbiQuity email. When the contact clicks the link, the form loads pre-populated with their details, which they can then edit and submit.

Subscribe/Update combines both. If the link is placed in a UbiQuity email it behaves as an Update Form. If it is placed on a website it behaves as a Subscribe Form. If your database has unique fields and a match is found, the existing contact is updated. Otherwise a new contact is added.

You can change the form type at any time after creation.

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Opt Out Forms

An Opt Out Form gives contacts a way to unsubscribe from your emails. Rather than a separate form type, it is configured by adding the Opted Out field to an existing form.

To set up an Opt Out Form, your database must first be configured for sending email. Once configured, an Opted Out field will be available in your database. Add this field to your form, then include a link to the form in your UbiQuity email template. When a recipient clicks the link and submits the form, their Opted Out field is updated and UbiQuity automatically excludes them from future mailouts.