Forms

Form Structure

Use forms to collect subscribers in a workspace. Depending on the display option you choose, a form can be embedded on your website, shown as an overlay, used on a landing page, or shared through a Mailrith capture experience.

Every form must include an email field because Mailrith uses the email address to create or update the subscriber record. Add more fields and content blocks only when the signup needs more context.

1. Click Forms in the left sidebar.
2. Click Create Form in the page header.
3. In Select Form Display Format, choose how the form should 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, enter a name that describes the signup purpose, such as "Newsletter Footer", "Webinar Registration", or "Guide Download".
6. Keep the required email field in the form so Mailrith can identify the subscriber.
7. Add a name field or Custom Fields only when you plan to use that subscriber information later.
8. To require a Custom Field on this Form, select the form block, open Settings > General, find the Custom Field row, and turn on Required. The same Custom Field can remain optional on another Form or Landing Page.
9. Add text blocks to explain what the person will receive after submitting the form.
10. Open Settings > Form Submit, then use Subscriber Tags to choose the tags Mailrith should apply when the form is submitted.
11. Use the Success Message tab to design what subscribers see after they submit the form.
12. Click Save Form before you copy sharing code or test the public form experience.

• Email field: required for every form. Mailrith uses the email address to identify the subscriber and avoid duplicate contacts in the same workspace.
• Name and custom field inputs: collect information 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 you truly need the extra information at signup. Every extra field can lower completion rates. If you only need an email address to send a newsletter, do not ask for company, role, phone number, and preferences on the first form. Collect more information later through emails, magic links, or profile updates when needed.

Submission Settings

Submission settings control what happens after someone submits a form. These settings define the subscriber's experience and decide how Mailrith organizes the new or updated subscriber record.

• Success message: replace the form with a short confirmation message. Use this for embedded forms on blog posts, product pages, or footers when 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 the signup should lead to another page immediately.
• Subscriber 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: when the form should require confirmation, Mailrith sends the confirmation email and waits for the Subscriber to confirm before marking the signup Active.

If someone submits a form with an email address that already exists in the workspace, Mailrith updates the existing subscriber record 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. If this form should ask for GDPR consent after signup, configure GDPR Consent from the workspace settings first.
2. Click Forms in the left sidebar and click the form you want to edit.
3. Use the Form tab to review the fields, copy, and design.
4. Open Settings > Form Submit.
5. Choose whether the subscriber should see an inline success message or be redirected to another page.
6. If you show a message, use the Success Message tab to write and design the confirmation view.
7. If you use a redirect, paste the full URL for the thank-you, download, webinar, or next-step page.
8. In Subscriber Tags, select the tags you want Mailrith to apply to every subscriber who submits the form.
9. Turn on Double Opt-In if this form should require email confirmation.
10. If double opt-in is enabled, click Compose Double Opt-In Email, review the Subject and Email Body, choose the On Confirmation Success behavior, and click Save Email.
11. Click Save Form, then submit the form with a test email address to confirm the success message, redirect, tags, double opt-in email, and subscriber record are correct.

Form GDPR And Double Opt-In

Forms do not have a separate Privacy setup. The workspace GDPR Consent setting decides whether Mailrith shows the GDPR page after hosted form signups and saves selected choices as GDPR tags. Each form controls its own double opt-in confirmation email.

1. To control the GDPR page, click Workspaces, click the workspace row, and scroll to Privacy & Consent.
2. Set GDPR Consent to Don't Ask Anyone, Ask Only In The EU, UK, And Switzerland, or Ask All Subscribers.
3. Click Forms in the left sidebar and click the form you want to edit.
4. Open Settings > Form Submit.
5. Turn on Double Opt-In when Subscribers should confirm by email before being fully subscribed.
6. Click Compose Double Opt-In Email.
7. Set the subject, preview text, sender details, button label, and email body.
8. Click Save Email in the email drawer, then click Save Form.

Keep the form copy clear about what the Subscriber will receive. If a form should not use the GDPR consent page, set the workspace GDPR Consent setting to Don't Ask Anyone.

Embed and Share

After the form is ready, use the Share area to copy the code or link that matches how the form should appear. Choose the option based 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 the form should appear. Website builders usually provide an "embed", "HTML", or "custom code" block for this code. If a popup plugin or outside platform asks for plain form HTML instead, copy HTML Code. After you add the code, 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. Plain HTML Code is static and includes only the saved fields and submit button. Add any privacy notice you want visitors to see before submission as form text or website page text before copying.
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 and confirm that the test email address has a subscriber record with the expected tags, custom fields, and activity history.

Hosted URLs and normal embed code use the latest saved form automatically. Plain HTML Code is copied into your website as static markup, so copy and paste it again after changing fields, text, custom field labels, or button text.

For details on inline, popup, slide-in, sticky bar, full-page forms, triggers, and display troubleshooting, read Form Display Options.

Form Operations

Manage forms like live campaign assets. Before publishing, submit the form with a test email address and confirm that Mailrith creates or updates the subscriber record, saves the expected tags and custom fields, shows the right success message or redirect, and handles double opt-in correctly.

• Duplicate: copy a form when you need a similar signup path for a new campaign and do not want to change 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 applied tags to confirm that submissions are creating or updating the expected subscriber records.
• Delete: before you delete a form, confirm that no published page, campaign, or shared link still uses the embed or hosted URL.

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

If a form is not collecting Subscribers, check that you are in the correct workspace, the form is published, the embed code is placed on the right website page, every field marked Required on this Form can be completed, the website builder is not showing browser console errors, and popup trigger settings are not hiding the form.