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Alina Shafikova
Written by Alina Shafikova

Module guide: Show a form

Show a form to collect the information you need


What it does

Forms are used to collect data about your users. When somebody enters your website for the first time, why not show a form with a kind request to subscribe? In the meantime, it can always be followed by a nice in-app message.

Before you start

To learn about creating a form, this article.

How to use it

Go to Tools -> Pop ups. Here, you can create a new form.

Furthermore, you can also create one directly in "Automations" with the module "Show a form". Simply, choose the module and click on Create new form or choose an existing one you created beforehand.

As you can see, you can edit one of the existing templates or insert your own html code. By toggling Only new users, you can make sure that this form won’t be shown to the same person more than once.

Case Study

Let’s start with the trigger Page visit connected to Filters with the selected attribute "Email" set to "is unknown" and the attribute "Page visits" set to "1". Through the exit node, yes, connect to Show a form where you kindly request the user to share their email address. For every user who submits the form, you'll want to send a welcome message. Through the exit node, on submit, connect to the action module Send an email campaign.

However, the exit node, on show, will be subject to a Delay. (Let’s make it 60 seconds: the time for the user to fill out the form.) Once that time has elapsed, the app will check if the form has been submitted thanks to the condition module Submitted Form?

Next, through the exit node, no, connect to the action module Send a chat message: “Hi there! Are you sure you don’t want to become a part of our family at ?” Simply, connect the last chat message module with another Delay (5 seconds) and select Actions - Show a form with a special email field.

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