# Forms

> Forms collect subscribers directly into Mailrith — combine email capture, custom field inputs, and tag assignment in one builder, then embed the result on any website with a single code snippet.

- Human page: https://mailrith.com/docs/forms
- Category: Forms & Landing Pages
- Reading time: 11 min read

## What this guide covers
Build embeddable signup forms with custom fields, tag assignment on submission, and a choice between an inline success message or a redirect.

## Sections
- Form Structure
- Submission Settings
- Embed and Share
- Form Operations

## Visual Reference
![Mailrith forms page showing the forms list and form builder interface.](https://mailrith.com/docs/screenshots/forms.png)

Forms combine modular content blocks, field controls, submission settings, and sharing code in one builder. Hosted links, embed code, and HTML Code connect directly to your workspace — no backend setup required.

## Form Structure

Forms collect subscribers into a workspace. They can be embedded on your website, shown as overlays, used in landing pages, or shared through Mailrith capture experiences depending on the display option you choose.

Every form needs an email field because Mailrith uses the email address to create or update the subscriber. You can add more fields and content blocks when the signup needs additional context.

1. Click **Forms** in the left sidebar.
2. Click **Create Form** in the page header.
3. In **Select Form Display Format**, choose how you want the form to appear, such as inline, popup, slide-in, sticky bar, or full-page popup.
4. In **Select Form Template**, choose a starting template.
5. In the form editor, name the form after the signup purpose, such as "Newsletter Footer", "Webinar Registration", or "Guide Download".
6. Keep the required email field in the form.
7. Add a name field or [Custom Fields](https://mailrith.com/docs/custom-fields.md) only when the information will be used later.
8. Add text blocks that explain what the person will receive after submitting.
9. Choose the tags you want Mailrith to apply when the form is submitted.
10. Use the **Success Message** tab to design what subscribers see after submitting.
11. Click **Save Form** before copying share code or testing the public experience.

- **Email field:** required for every form. It identifies the subscriber and prevents duplicate contacts in the same workspace.
- **Name and custom field inputs:** collect details such as name, company, role, interest, event date, plan, or preferences.
- **Text blocks:** add a headline, explanation, privacy note, or short instruction between fields.
- **Submit button:** choose wording that matches the offer, such as "Subscribe", "Join the waitlist", "Get the guide", or "Register".
- **Tags on submission:** apply one or more tags automatically so the signup source, interest, or offer is saved on the subscriber record.

Keep forms short unless the extra information is truly needed. Every extra field can reduce completion. If you only need an email address to send a newsletter, do not ask for company, role, phone number, and preferences up front. Collect more later through emails, magic links, or profile updates when needed.

## Submission Settings

Submission settings decide what happens after someone fills out a form. These settings shape the subscriber's experience and control how the new record is organized in Mailrith.

- **Success message:** replace the form with a short confirmation message. This works well for embedded forms on blog posts, product pages, or footers where you want the visitor to stay on the same page.
- **Redirect URL:** send the subscriber to a thank-you page, download page, webinar confirmation page, or next step. Use this when you want a signup to lead to another page immediately.
- **Tags:** apply tags so the new subscriber is easy to identify and target. A form for a guide might apply "downloaded-guide", while an event form might apply "registered-webinar".
- **Double opt-in:** if a tag applied by the form requires confirmation, Mailrith sends the confirmation email and waits for the subscriber to confirm before completing that opt-in path.

If someone submits a form with an email address already in the workspace, Mailrith updates the existing subscriber instead of creating a duplicate. This lets returning subscribers join a new interest group or update field values without splitting their history across multiple records.

1. Click **Forms** in the left sidebar and click the form you want to edit.
2. Use the **Form** tab to review fields, copy, tags, and design.
3. Use the **Success Message** tab to choose what the subscriber sees after submitting.
4. Choose whether the subscriber sees an inline success message or is redirected to another page.
5. If you use a redirect, paste the full thank-you, download, webinar, or next-step URL.
6. Select the tags you want Mailrith to apply to every subscriber who submits the form.
7. Confirm whether any selected tag uses [Double Opt-In](https://mailrith.com/docs/double-opt-in.md).
8. Click **Save Form**, then submit the form with a test email address to confirm the success message, redirect, tags, and subscriber record.

## Embed and Share

Once a form is ready, use the Share area to copy the correct code or link for the way you want the form to appear. The right option depends on whether the form should sit inside the page, pop up over the page, slide in, appear as a sticky bar, or open as a full-page experience.

Paste the embed code into the website page where you want the form to appear. Website builders usually provide an "embed", "HTML", or "custom code" block for this. If a popup plugin or outside platform asks for plain form HTML instead, copy **HTML Code**. After the code is added, the form connects directly to your Mailrith workspace.

1. Click **Forms** in the left sidebar, click the saved form, and go to **Share and Embed**.
2. Copy **Hosted URL** when you want to share the form as a direct link.
3. Copy **Embed Code** when you want the form to appear on your website.
4. Copy **HTML Code** when a popup plugin, website builder, or outside platform asks for plain form HTML.
5. Open your website editor and paste the code into an HTML, embed, or custom code block.
6. Publish or preview the website page.
7. Submit the form with a test email address.
8. Return to [Subscribers](https://mailrith.com/docs/subscribers.md) and confirm the test subscriber, tags, custom fields, and activity history were recorded.

If you change a published form later, existing embeds use the updated form automatically. You do not need to paste new code after changing copy, fields, tags, or submission settings, unless you switch to a different display format that uses different sharing code.

For details on inline, popup, slide-in, sticky bar, full-page forms, triggers, and display troubleshooting, read [Form Display Options](https://mailrith.com/docs/form-display-options.md).

## Form Operations

Forms should be managed like live campaign assets. Before publishing, test the form yourself with a test email address and confirm that the subscriber record, tags, custom fields, success message, redirect, and double opt-in behavior all work as expected.

- **Duplicate:** copy a form when you want a similar signup path for a new campaign without changing the original.
- **Edit:** update fields, text, tags, styling, success behavior, or redirect settings. Existing embeds use the latest saved version.
- **Review submissions:** compare form submission counts with subscriber growth and tags to confirm the form is capturing correctly.
- **Delete:** remove forms that are no longer needed only after confirming the embed or link is no longer published anywhere.

Deleting a form does not delete subscribers who already submitted it. Their subscriber records, tags, custom fields, and activity history remain in the workspace.

If a form is not collecting subscribers, check the active workspace, published state, website embed placement, required fields, browser console errors from the website builder, and whether the form is hidden by popup trigger settings.

## Related Guides
- [Form Display Options](https://mailrith.com/docs/form-display-options.md): A form's display format decides how and when visitors see it. This guide explains each format, embed code, HTML Code, overlay triggers, success behavior, reporting, and troubleshooting.
- [Landing Pages](https://mailrith.com/docs/landing-pages.md): Landing pages give campaigns a focused public page for signup, registration, waitlists, downloads, or announcements. This guide covers page creation, block editing, styling, form capture, sharing, and reporting.
- [Custom Fields](https://mailrith.com/docs/custom-fields.md): Custom fields are the shared data schema for your workspace — define them once and they become available across subscriber records, forms, segmentation rules, automation conditions, and email merge variables.