This guide walks you through building a form in Connect from start to finish — adding fields, setting up notifications, adding a confirmation message, and publishing your form to a website or hosted page. Forms are great for capturing data from your website, email campaigns, surveys, and more.

If you're new to forms, start with Getting started with forms in Connect.

Before you start

• Decide whether you want form submissions to update existing contacts or create new ones. If you want the form submissions to update existing contacts, include an Email field in your form, Connect uses email to match submissions to existing contact records.
• If you want to capture data that isn't already a standard contact field (e.g. favourite team, dietary preference, function date), set the field up in Contact Fields first. See How to add a custom contact field.
• Forms can be embedded on your website using JavaScript, or hosted on a Connect URL — decide which is best for your use case before publishing.

Topics

• Open the form editor and add fields
• Customise field types
• Set form rules and restrictions
• Set up notifications
• Set your on-screen confirmation message
• Publish your form
• Troubleshooting
• FAQ

Open the form editor and add fields

1. In Connect, go to Forms

2. Click the + symbol in the top right of your screen to add a new form

   

3. Name your new webform and click on Create Webform

   

4. From the Available Fields pane on the right, drag the field you want into your form

   

5. Release your mouse to insert the field

6. Hover over the field and click the edit icon to customise the label, placeholder text, default value, or to set the field as required

   

7. Repeat for every field you want to capture

Available Fields are the ones that save data to your contact database (e.g. First Name, Email). Custom Fields are extra fields you can include on the form that won't save to the database (e.g. function date, party size).

Customise field types

When you add a custom field, you can choose from a range of field types. Here's what each one is for:

For each field you can set:

• Label name — what the contact sees
• Description — optional helper text under the label
• Default value — a value that's pre-filled
• Placeholder — light grey text shown inside the field before the contact starts typing
• Required — set to yes if the contact must fill this in
• Hidden — useful for pre-filled fields like campaign source

Customise the submit button

Every form has a Submit button at the bottom. You can customise the label, colour, size, and alignment to match your brand.

1. Click on the Submit button on your form
2. Update the Label to change what contacts see (e.g. Submit, Sign me up, Join the list)
3. Choose an Alignment — left, centre, or right
4. Set the Font Weight to regular or bold
5. Enter HEX codes for Text Colour and Background Colour, or use the colour picker
6. Use the sliders to adjust Width (%), Height (px), Text Size (px), Border Thickness (px), and Border Radius (px)
7. Set the Border Colour to match your brand
8. Click Done to save your changes

Set form rules and restrictions

Once you've added all your fields, click Next to move to the form rules screen.

1. Enter a name for your form (this is for your reference only — the contact won't see it)
2. Choose whether contacts must verify their email before being added to the database
3. Set any form restrictions you need (e.g. one submission per email)
4. Click Next

ℹ️ Note — Email verification adds an extra step for the contact but improves the quality of your database. Use it when sign-ups will be used for ongoing communications.

Set up notifications

Notifications let you, and your contact, know when a form has been submitted.

1. Toggle on Send notification to you to receive an email each time the form is submitted
2. Enter the email address you want notifications to go to
3. Toggle on Send a Confirmation Email if you want the contact to receive an email after submitting — enter the from name, subject line, and message
4. Toggle on Send a Confirmation SMS if you want to send a text after submission — enter the from name and message
5. Use the Mailmerge button to personalise the message with the contact's details (e.g. first name). You can set a fallback value in case the field is empty.
6. Click Next

💡 Tip — Confirmation messages are often the first impression a contact has of your venue. Keep them clear, warm, and on-brand.

Set your on-screen confirmation message

After a contact submits the form, you can show them an on-screen message or redirect them to another page (e.g. your homepage).

1. Choose Display confirmation message to show a custom thank-you message on the form
2. Or choose Redirect to URL and enter the page you want to send them to
3. Click Next

Tag contacts who submit your form

Tags help you segment your contact database. Every contact who submits the form can be automatically tagged, making it easier to send targeted campaigns later. You can apply the same tag to everyone who submits, or set up dynamic tags based on what they answer.

After the confirmation message step, you'll land on the Manage Contact Tags screen.

Apply tags to all submissions

1. In the Tags field, start typing the tag you want to apply (e.g. signup, newsletter, sports-trivia)
2. Click ADD OPTION + to create the tag if it doesn't already exist, or select an existing tag from the dropdown
3. Repeat for any other tags you want applied to everyone who submits

ℹ️ Note — The existing tags in the dropdown are tags your account has created elsewhere on the platform (through contact uploads, integrations, or manual entry on contact records). For more on how tags work, see Managing Tags.

 

💡 Tip — Use the same tag name across forms that serve a similar purpose (e.g. signup for every signup form) so your segments stay clean and easy to filter.

Apply dynamic tags based on form values (advanced tagging)

Dynamic tagging lets you apply different tags depending on what the contact answers. For example, tag a contact as AFL Fan if they say AFL is their favourite team, and NRL Fan if they say NRL.

1. Toggle on Would you like to enable and customise advanced tagging?
2. Click Set a condition
3. In the Specify the criteria for this tag dialog, choose a field (e.g. Favourite Football Team), an operator (e.g. Equals), and a value (e.g. AFL)
4. To add more than one condition for the same tag, click + Add New Condition and choose whether Any or All conditions must be met
5. Click OK
6. In the then, add user to field, select the tag to apply when those conditions are met
7. Click + ADD ANOTHER RULE to set up another conditional tag
8. Click Next when you've finished

ℹ️ Note — Dynamic tagging works with both standard fields (e.g. First Name) and custom contact fields (e.g. Favourite Football Team). If you want to tag based on a custom field, set it up first — see How to add a custom contact field.

Example: tagging by favourite team

Your venue runs a sports trivia night and wants to send team-specific offers afterwards.

1. In Tags, add Sports Trivia — this tag applies to everyone who submits the form
2. Toggle on Advanced Tagging
3. Click Set a condition and create the rule "If Favourite Football Team Equals AFL". Click OK.
4. In then, add user to, select the AFL Fan tag
5. Click + ADD ANOTHER RULE and repeat for NRL, Rugby, and Soccer

Every submission now gets the Sports Trivia tag, plus the relevant team tag. Later, you can build segments like "Sports Trivia AND AFL Fan" to send tailored campaigns to a specific group like a Grand Final special just for AFL supporters.

Publish your form

The final step is to publish your form. There are three ways:

JavaScript code (recommended) — embeds the form directly into your website. Best for forms on your own site and reduces spam submissions.

1. Click Get JavaScript Code
2. Copy the code and send it to your web developer, or paste it into your website's HTML where you want the form to appear

Hosted Theme — gives you a Connect-hosted URL with one of three preset themes. Best when you want to quickly grab a link to share (e.g. for social media or email campaigns).

1. Click Hosted Theme
2. Select a theme
3. Click Get Link/URL to copy the form URL

Custom Hosted Theme — same as hosted theme, but with full customisation (background colour, font, logo, background image). Best when you want your form to match your brand exactly.

1. Click Create Your Own Hosted Theme
2. Enter HEX colour codes for the page background, form background, headings, and static text — or use the colour picker
3. Click Add Image under Logo or Background Image to upload your assets

4. Click Get Link/URL to copy the form URL

   

Troubleshooting

Submissions create duplicate contacts

• Cause: Your form doesn't include an email field, or contacts are entering different email addresses than the one on file
• Fix: Add an Email field as a required field — Connect uses email to match submissions to existing contacts

Custom field doesn't show in the form editor

• Cause: The field hasn't been created in Contact Fields yet, or you haven't expanded the v More v section in the editor
• Fix: Set up the field under Settings > Contact Fields, then click v More v in the Available Fields pane to reveal it

Form isn't displaying on my website

• Cause: The JavaScript code wasn't pasted correctly, or your website is caching old content
• Fix: Check the code is pasted exactly as Connect provides it, then clear your website cache. Reach out to your web developer if needed.

Spam submissions are coming through

• Cause: The form is hosted publicly without a spam challenge
• Fix: Add a Spam Challenge custom field to your form, or switch to JavaScript embed (which has built-in spam protection)

Dynamic tags aren't being applied to submissions

• Cause: The field used in your condition doesn't exist, the value doesn't match exactly (e.g. capitalisation, typo), or Advanced Tagging wasn't toggled on
• Fix: Check the Manage Contact Tags step in your form, confirm Advanced Tagging is on, and double-check the field name and value match exactly what the contact submits. Single-select fields keep values clean, so they're more reliable than free-text fields for tagging conditions.

FAQ

Can I include a form inside an email campaign? Not directly. Forms can't be embedded inside emails — you'll need to add a button or link in the campaign that points to your hosted form URL. See How to add a form to an email campaign.

Can I edit a form after it's published? Yes. Existing submissions are kept, and any changes you make will apply to new submissions going forward. See Manage your forms.

Can the same form be used on multiple pages or campaigns? Yes. The JavaScript code or hosted URL can be used anywhere. Submissions all roll up to the same form report.

Related articles

• Getting started with forms in Connect
• Manage your forms

Your form should now be live and ready to start capturing submissions.

Any questions? Reach out to us via email at support@meandu.com