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Creating a sign-up form

Michael Lepinay avatar
Written by Michael Lepinay
Updated this week

A sign-up form enables new subscribers to join your list from within your website, like an email sign-up form, but for texting.
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Things to know

  • There are three different ways to include your sign-up form on your website: embed it as HTML, embed it as an iframe, or share its hosted URL.

  • Double opt-in confirmation is required for all form opt-ins. After someone submits your form, they will receive a message asking them to text "Yes" to confirm their opt-in status.

  • Forms can be used on all plans, including our free trial.

  • Each account can have an unlimited number of sign-up forms.

  • Subscribers are able to reply to any message they receive, including auto-responses.

Common use cases

  • Sign up for text alerts. The most common use for forms is to allow website visitors to subscribe to your Clearstream list or lists (i.e. churchwide, prayer, youth, etc.).

  • Integrate Clearstream with your website's contact form or ChMS. You can customize your form to look like and work with your existing website or ChMS form using the HTML embed option. You can also use our API if you need more control and flexibility.

  • Invite people to join your list via social media. Simply share a link to your sign-up form using the hosted URL embed option. Just copy and paste the URL anywhere you'd like.

Creating your form

To get started, click Integrations on the left menu. Scroll down and click Setup under Sign-Up Forms. Forms can be edited or deleted at any time.

Steps

  1. Name your form. Once your form is created, you can choose to hide the form's name with the Hide Title option.

  2. Choose what subscriber info to collect. By default, your form will capture the mobile number of a new subscriber. You can also enable or disable the first and last name, and email fields.

  3. Select which list(s) subscribers will be added to. Choose from one (or multiple) of your existing lists or create a new one. You can also let people choose which lists they'd like to join.

  4. Create an auto-response message. When someone fills out your form, they'll receive an automated message where you can welcome them and thank them for joining your list.

  5. Click Create Form. Your form is active as soon as you create it. You can always edit it by going to Integrations > Sign-Up Forms > View > โ‹ฎ icon > Edit.

Embedding Your Form

Once your form is created, you can embed it on your website by embedding the HTML or iframe code, or by including a hosted URL.

  • Embed as HTML. This is the simplest way to embed your form into your website. Copy and paste the code into your website's content editor. By default, the form will fill the width of the container it's in. You can also make in-line styling changes to the form.

  • Embed as an iframe. Embedding your form as an iframe lets you have the entire opt-in form within its own frame. You can edit the container's max width and height from within your form's settings.
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  • Share a hosted URL. Your form uses a URL that is hosted by Clearstream. Simply copy and paste the URL to a social media post, webpage, or email.

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