Build your first sign-up form

Video guide

Step by step guide

Video guide

Learn how to create and customize effective sign-up forms for your website or Shopify store. This guide covers:

Creating and naming your form
Customizing form design and appearance
Adding opt-in fields and content blocks
Setting up display rules and targeting
Publishing and tracking form performance
Adding forms to your Shopify store or website

Step by step guide

Our sign-up forms are designed to make it easy for your customers to opt in on the channel that they want to use.

Sign-up forms let you collect customer contact details via WhatsApp, email, or SMS directly from your website or Shopify store. When someone subscribes, they’re added to your contact list—ready to receive automated welcome messages or promotional offers, like a discount code.

Follow the steps below to get set up.

At least one installed channel
Access to Marketing to design your sign-up form
Access to Contacts to configure your subscription list
Access to Journeys to configure your subscription process
Access to your website’s CMS or e-commerce site editor

Step 1: access sign-up forms

Head to Marketing > More > Sign-Up Forms on the sidebar.
Here, you can view all your previously created forms and check their status (e.g., active, draft, and pending).

Head to Marketing > More > Sign-Up Forms on the sidebar.
Here, you can view all your previously created forms and check their status (e.g., active, draft, and pending).

Head to Marketing > More > Sign-Up Forms on the sidebar.
Here, you can view all your previously created forms and check their status (e.g., active, draft, and pending).

Step 2: create a new form

Click Create new sign-up form in the top right corner.
To set up your form, simply:
- Name your form: Give it a clear and recognizable name, e.g., "Bird.com multi-channel opt-ins."
- Select your default language using the dropdown list.
- Add a tag (optional): For example, "promotions" if you plan to send this list promotional content.
- Select the list for subscribers to be added to. In this example, we will use Website signups.
- If your form is for Shopify, select your store from the dropdown menu. If no stores appear, go back and install Shopify as an integration. Otherwise, select "any other website."
Click Create sign-up form, and you will be able to start designing your form.

Step 3: Customize the form design

Go to the Styles tab to choose how your form will appear on desktop. You can toggle between different views (e.g., modal, pop-over, embed). For pop-overs, you can select where on the screen the form will display.
Adjust form size by inputting pixel height and selecting from the background options (small, medium, or large).
Customize colors using sliders or by entering specific RGB, HSL, or hex codes to match your branding.
Adjust the background color, border color, and enable a background image if desired. You can also add spacing within the form to fit your brand style.

Embedded Sign up forms

To embed your sign up forms on your own web pages, you can select Styles > Embed when creating a sign up form

You can now design your sign up form and publish once done.

To embed your published sign up form, you need to follow following steps:

Open the sign up form from the list view and click on Installation

Under Installation, go to My own website section where you need to select an Application (this signifies your website tracking to add our SDK). If you do not have an application, Go to Developer > Application and create one by giving it a name.
Creating a new application or selecting an existing application will show you the code snippet to be added to your website in the head tag to install Bird SDK.
Include this script tag in the head tag of your website. You only need to include this once and all sign-up forms attached to this application will be automatically detected.

Now move to Ecommerce platforms tab to find the HTML snippet specific to this embedded sign up form.
You can put this HTML snippet in your page where you want the sign-up form to appear.

Step 4: Add targeting and behavior rules

Set the timing: Decide when the form should display (e.g., immediately, on exit intent, or after a specific time). For this example, we’ve set the form to appear 2 minutes after the user enters the website.
Set the frequency: For example, show the form again five days after the visitor closes it.
Prevent showing the form again if it has already been submitted.

Navigate to the Targeting tab to select where you want your form displayed. You can choose to embed it on any domain or limit it to specific pages. For example, you can paste your Shopify store URL here. You can also choose to show the form on all paths or specific paths.

You can also choose to display the form to specific locations (e.g., show to UK visitors but exclude Netherlands visitors). Simply select the country, or countries, from the dropdown list.

Set the timing: Decide when the form should display (e.g., immediately, on exit intent, or after a specific time). For this example, we’ve set the form to appear 2 minutes after the user enters the website.
Set the frequency: For example, show the form again five days after the visitor closes it.
Prevent showing the form again if it has already been submitted.

You can also choose to display the form to specific locations (e.g., show to UK visitors but exclude Netherlands visitors). Simply select the country, or countries, from the dropdown list.

Set the timing: Decide when the form should display (e.g., immediately, on exit intent, or after a specific time). For this example, we’ve set the form to appear 2 minutes after the user enters the website.
Set the frequency: For example, show the form again five days after the visitor closes it.
Prevent showing the form again if it has already been submitted.

You can also choose to display the form to specific locations (e.g., show to UK visitors but exclude Netherlands visitors). Simply select the country, or countries, from the dropdown list.

Step 5: Add an image to your form

Go to the Form Image section. You can add an image by uploading a file, providing a URL, or selecting a pre-saved image from your media library.
Select the image size from the dropdown, add your alt-text for accessibility, and choose the image position and alignment. The image size will need to be adjusted based on this placement.

Step 6: Customize form content

Navigate to Steps > Content to start editing your headings and body text to align with your campaign message, e.g., "Sign up and get 10% off."
You can edit the text size and styling within the editor and set your margin sizes to fit your brand.

Step 7: Add blocks to your sign-up form

Click Add block in the top right of the form. You can select to add:

Text
Buttons
Disclosure text
Email opt-in and phone opt-in fields

For this example, we will add an email opt-in. Select the channel you want to subscribe the contact to and any styling you need by adding margins around your content.

Add a submit button

Click Add block and select the Button block.
Customize the text on your button (e.g., "Submit").
Choose the action for when someone clicks the button:
- Submit the form
- Close the pop-up
- Navigate to a URL

If you select Submit form as the action, choose which contact list to add new subscribers to, and decide what happens next (whether the form closes or the user is taken to a new page). For example, you might want to direct users to the Bird homepage, so insert that URL into the target URL field.

Add a disclosure section

Add a disclosure section to your form by clicking Add block and then selecting Disclosure.
Edit the disclosure to comply with legal requirements, such as GDPR, by consulting your legal team.
You can add padding to your form by adjusting the margins above and below your disclosure text.

Customize the success message

After setting up the form, go to Success under the content step. Customize the message your customers will see after they submit the form, such as "Thank you for signing up" or a personalized thank-you message.

Click Add block in the top right of the form. You can select to add:

Text
Buttons
Disclosure text
Email opt-in and phone opt-in fields

For this example, we will add an email opt-in. Select the channel you want to subscribe the contact to and any styling you need by adding margins around your content.

Add a submit button

Click Add block and select the Button block.
Customize the text on your button (e.g., "Submit").
Choose the action for when someone clicks the button:
- Submit the form
- Close the pop-up
- Navigate to a URL

Add a disclosure section

Add a disclosure section to your form by clicking Add block and then selecting Disclosure.
Edit the disclosure to comply with legal requirements, such as GDPR, by consulting your legal team.
You can add padding to your form by adjusting the margins above and below your disclosure text.

Customize the success message

After setting up the form, go to Success under the content step. Customize the message your customers will see after they submit the form, such as "Thank you for signing up" or a personalized thank-you message.

Click Add block in the top right of the form. You can select to add:

Text
Buttons
Disclosure text
Email opt-in and phone opt-in fields

For this example, we will add an email opt-in. Select the channel you want to subscribe the contact to and any styling you need by adding margins around your content.

Add a submit button

Click Add block and select the Button block.
Customize the text on your button (e.g., "Submit").
Choose the action for when someone clicks the button:
- Submit the form
- Close the pop-up
- Navigate to a URL

Add a disclosure section

Add a disclosure section to your form by clicking Add block and then selecting Disclosure.
Edit the disclosure to comply with legal requirements, such as GDPR, by consulting your legal team.
You can add padding to your form by adjusting the margins above and below your disclosure text.

Customize the success message

After setting up the form, go to Success under the content step. Customize the message your customers will see after they submit the form, such as "Thank you for signing up" or a personalized thank-you message.

Step 8: Publish your form

Now that your form is ready, simply click the Publish button to activate it.

If you're using Shopify, your form will automatically appear on your store right after publishing—there’s nothing else you need to do.
For other websites, you’ll find a code snippet after publishing. Copy this snippet, head over to your website’s settings, and paste it where you’d like the form to appear. Don’t forget

Step 9: Track your form’s performance

Open any of your sign-up forms to see your form data.
You can view how many people engaged with your form and how many submitted it.

To dive deeper into the data, use the dropdown menu in the top right corner to filter your results. You can view different time periods, see how many people viewed your form, check submission numbers, and compare different versions' performance.

And that’s it!

Your sign-up form is now ready to collect subscriptions. With targeted behavior, custom designs, and multi-language support, your forms can effectively engage your audience and boost conversions

Open any of your sign-up forms to see your form data.
You can view how many people engaged with your form and how many submitted it.

And that’s it!

Your sign-up form is now ready to collect subscriptions. With targeted behavior, custom designs, and multi-language support, your forms can effectively engage your audience and boost conversions

Open any of your sign-up forms to see your form data.
You can view how many people engaged with your form and how many submitted it.

And that’s it!

Your sign-up form is now ready to collect subscriptions. With targeted behavior, custom designs, and multi-language support, your forms can effectively engage your audience and boost conversions

Build your first sign-up form

Get started with sign-up forms.

Video guide

Video guide

Video guide

Step by step guide

Step 1: access sign-up forms

Step 2: create a new form

Step 3: Customize the form design

Embedded Sign up forms

Step 4: Add targeting and behavior rules

Step 5: Add an image to your form

Step 6: Customize form content

Step 7: Add blocks to your sign-up form

Add a submit button

Add a disclosure section

Customize the success message

Add a submit button

Add a disclosure section

Customize the success message

Add a submit button

Add a disclosure section

Customize the success message

Step 8: Publish your form

Step 9: Track your form’s performance

And that’s it!

And that’s it!

And that’s it!

More How-to’s

Explore additional videos and step-by-step guides to help you move forward.

How to bulk delete contacts

How to bulk delete contacts

Import your contacts into bird

Import your contacts into bird

How to bulk delete contacts

Import your contacts into bird

Manage contact profiles

The complete AI-native platform that scales with your business.

The complete AI-native platform that scales with your business.

The complete AI-native platform that scales with your business.