There are many ways to get information about your customers, but what can be better than asking them in person. Well, you can do that by adding a few simple input fields to your Sign-up forms.

In this article, we will look into the Forms, Segments, and Automation workflows settings to help you set-up a chain of actions to collect and use collected data wisely.


Before you start
Sign-up form set-up
Sending the notification
Collecting information with the Landing Page form

Before you start

  • Omnisend offers several types of Sign-up forms as in house solution. The information presented in this article will focus on these forms only. For more information on the third-party integrations, check the dedicated article.

  • On the Free plan, you can add the input field for the Email address only, while on other pricing plans, the number of the input fields is unlimited. Check our pricing page for more information.

Sign-up form set-up

All of the Signup forms Omnisend is providing, in the first place, are intended to collect your customers' opt-ins. However, they can also be used to get some additional information, ask your customers about their preference or consent (GDPR or TCPA) they didn't submit yet.

Input fields in the Sign-up form

When using signup forms to the full power, the following data can be collected:

  • Email and SMS channels opt-ins. You may switch your form to collect either one or both of them.

  • GDPR (for Europe) and TCPA (for the US) consents.

  • Default properties, such as First and Last names, Gender, Country, Birthdate, and City.

  • Custom properties that let you get even more data in different formats assigned to your customers' profiles.

  • Tags, that are assigned to the customer profile after the successful submission.

📢 Omnisend also determines the IP address of your customers and assigns the Country and City information to your contacts' profiles automatically.

Let's consider the example of the Sign-up form, collecting both channels opt-ins (Email and SMS), default properties (first name, birthdate), and custom property (preferred language).

The default properties can be selected from the menu, while the custom ones should be assigned manually.

Here, you may choose the type of the input field and the format of the data you want to capture. The type of data you select will define the operator available for the Segmentation. If you choose the date, such operators as in the last # of days or between dates will be available.

Check this article for more information on different types of data.

Success message for new and subscribed contacts

Your Omnisend contacts can be categorized as those that are new, and those that subscribed previously. Depending on the contact status, two types of Success messages can be shown. In the Message section of your form editor, you may change the content of the message and offer the discount to all, new and already subscribed customers or to those that subscribe only.

In the Forms editor, you may see only one of the responses, but you may always test your form live to see different variants.

When an existing customer submits the form, the information in his profile updates, but the Welcome automation is not triggered. If you wish to trigger this workflow, for both new and existing customers, the default Sign-up trigger should be replaced with the Segment-based one.

Find more information on Success and Error messages.

Identifying contacts with unique tags

By adding a tag in the Sign-up form settings, we could uniquely identify the contacts submitting this form.

That's it! We are done with the Sign-up form settings and can move to the next stage.

Sending the notification

If you wish to send a notification to the customers submitting the form, you may go with either one of the options:

  • Send Welcome automation to new subscribers

  • Send Custom automation to all customers submitting the form.

If you wish to send the notification to the person submitting the form, you may use a tag in the Segment settings.

Then, this Segment can be used in the automation trigger.

In the trigger settings, you may also choose to trigger the workflow every time, the customer is added to the Segment. By removing a tag after the email is sent, we can create a loop and keep triggering the workflow every time the customer submits the form.

Later in the automation, you may start using the data you've collected to send targeted communication to your customers. For example, you may send the message in the language your customers prefer or send updates on the products the customer engaged with.

You may also use this information in the content of the message, to attract more attention and send more targeted communication to your customers.

Check this article for more information on Personalization.

Collecting information with the Landing Page form

Unlike other signup forms, Landing Page form can be shared outside of your website. For example, you may add a link to your Landing Page in the Email message, blog, or post it to your social media. It is an exclusive way to attract your customers' attention, as they won't even need to visit your website.

As one of the options, you may add this page link to your transactional emails asking customers that didn't subscribe at the check-out to provide their opt-in by filling in this form. The same goes for the GDPR and TCPA consent. Some of the platforms don't have that option, so providing the information to the Landing Page could be the only way to capture them.

You may also collect the information with the Subscriber preference page. However, the link to this plage cannot be placed anywhere else except for the footer, while the Landing Page can be attached anywhere.

Important! Landing Page cannot be added to your website automatically, but you may add it as an iframe to your store code. Find the instruction here.

If you still have any questions or need any assistance, feel free to contact us at [email protected].

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