Create a sign-up form

Want to add contacts directly to your database? Let’s see how to create a sign-up flow.

1. Go to Profile Studio and select your target database
   
2. Open Settings and click on Service Pages
3. Click the button New service page
   
4. Select the Subscribe option
5. Click the Create Page button
6. Choose between single opt-in or double opt-in
   
   With single opt-in, the contact is added directly to the database without any verification.
   With double opt-in, the contact receives a confirmation email; until they click the confirmation link, their status will remain “Unconfirmed,” meaning they will not receive messages.
   Read more about single and double opt-in
7. Add the form field based on the information you want to ask the contact.
   For fields such as first name, last name, and company, you can choose a Text Field element.
   For information such as province, region, and country, we recommend the Dropdown Menu element.
8. Replace the default text with your own label.
   
9. Check the “Connect to contact field” option and select the corresponding field.
   
10. For dropdown fields >> scroll to the top where the answer options are located and click the Copy from contact field button.
11. Go to the Rules tab and decide whether the question is required or not; if it is, you can customize the error message.
12. Save the item.
13. Add all the questions

14. Open the button properties and, if necessary, customize the “Subscribe Contact” action

    Single opt-in

    - If you initially chose this template, you may need to customize the source and decide whether to allow contacts who are already subscribed to resubscribe
    
    
    - If you want to customize your preferences, click on “Advanced Options” and set any exceptions
    

    Double opt-in

    You can customize the “Subscribe Contact” action by setting a different source and deciding how to handle contacts who try to resubscribe:
    - If you don't want to allow resubscription, set the option: Show an error to contacts who are already subscribed
    
    
    - If you want to update the entered data but keep them in the subscribed status: Click on Advanced Options and set Update data and keep status unchanged
    
    - If you want to update the data and reset its status to “Unconfirmed,” select the option “Keep data and status unchanged.”
    

15. Click the Save Action button
16. For double opt-in: Customize the “Send transactional email” action
    
    Create a new version of the message by editing the text in the email body
    NOTE: The button text is already correct, so we recommend not changing it.
17. Publish the new message and save the action.
18. Click the Save button
19. If you want to edit the next page, select the page named Success from the dropdown menu at the top
20. Return to the Home page and activate the page by clicking the corresponding button