[VIDEO + Guide] How to create and use Forms in Kartra

Discover how to design, customize, and embed forms into your website or Kartra pages to collect leads effectively. You'll also learn best practices for optimizing forms, implementing automation, and analyzing performance to boost your conversion rates. If you're looking to grow your list with Kartra, this video is a must-watch!

Follow Along: Create a Kartra Form Step-by-Step

1. Create a New Form in Kartra
   1. Navigate to Contacts > Forms in your Kartra account.
   2. Click the + Form button to create a new form.
   3. Name your form (e.g., "Home page Opt-In") and choose an embedded style to match the steps shown in the video.
2. Design Your Form
   • Use the preset templates or create a custom design.
   • Preview how the form looks on various devices to ensure responsiveness.
   • Customize fields as shown in the video tutorial:
     • Default fields include First Name and Email Address.
     • Optional: Add additional fields (e.g., Last Name, Phone Number).
     • Add a CAPTCHA to reduce spam and bot submissions.
   • Customize the form appearance if desired, including colors, fonts, and button styles.
3. Configure Opt-In Preferences
   • Choose between Single Opt-In or Double Opt-In:
     • Single Opt-In: Users are added immediately after filling out the form.
     • Double Opt-In: Users receive a confirmation email and are added only after verifying their email.
   • Select the appropriate option based on your lead quality requirements.
4. Set Up Post-Submission Options
   • Keep the default thank-you page for form submission or choose a custom confirmation page.
     • Pro tip: You can create a custom thank you page later and update the form settings when it's ready to link.
   • Optionally, enable a welcome email to greet new subscribers.
     • Once enabled, customize the sender name and email address for the message and customize the design and contents of the email.
5. Automations and List Management
   • Add leads to specific lists or apply tags for segmentation and future email targeting.
   • Optionally, select an automated email sequence for follow-ups.
6. Publish and Embed Your Form
   1. For externalwebsites or pages:
      • Use JavaScript or HTML code to embed the form on external websites like WordPress or Squarespace.
   2. For Kartra-hostedpages:
      • Navigate to Pages > All pages, then click + Page.
      • Choose a template with a form placeholder.
        • Optionally, choose any design you like (with or without an included placeholder) and drag and drop a new form component from the Page Builder menu.
      • Link the form you created to the page via the form component settings.
7. Test Your Form
   • Submit test data to ensure proper functionality.
     • Visit the published opt-in page and submit your own email address to test the flow.
   • Verify that the test submissions appear under Contacts with the correct tags or lists, and that any configured emails were received.
8. Monitor Performance
   • Access form analytics under Forms to track visits, submissions, and conversion rates.
   • Experiment with variations (e.g., split tests) to improve performance.