Introduction to Sign-up Forms
Get started with forms.
Learn how to get started with Bird's sign-up forms to collect customer information. In this guide you'll learn:
What are sign-up forms and their business benefits
How to collect customer information through multiple channels (Email, SMS, WhatsApp)
Setting up integrations and subscriber lists
Managing consent types and compliance
Organizing your contact lists for engagement
Go to the Admin section by clicking the purple A icon in the main nav.
Click the Integrations tab to open the integration marketplace.
If you’re using Shopify, follow these steps to install the integration and enable forms on your store:
In the integration marketplace, search for Shopify.
Click Add new connector.
Select Install from Shopify App Store.
Complete installation and enter your business credentials.
Before building your form, create a list to store your new sign-ups.
Go to Marketing → Manage → Audience → Lists & Segments.
Click Create new list (top right).
Name your list — for example, Website sign-ups.
Choose a consent type:
Single consent: automatically adds contacts as soon as their phone number or email is collected.
Double consent: requires an additional opt-in from the customer.
(Optional) Add a description or tag to help teams identify the list.
Click Add list to save.
You can now start building your sign-up form from the left-hand menu.
Bird supports two types of sign-up flows: form submission and QR code.
Form submission
If you select form submission during setup:
Customers will be asked to enter their phone number or email directly into the form.
The input appears either on the homepage of the sign-up form or after selecting a channel.
When submitted, their data is saved to the list you configured earlier.
QR code
If you select QR code sign-up:
Customers on desktop will see both a link and a QR code to scan with their phone.
Mobile users will see a link that opens the messaging app for the selected channel.
Customers send a predefined message to your business to subscribe.
Once the message is sent:
A flow runs in the background to process consent.
The customer’s profile is updated to reflect their opt-in status.
A confirmation message is sent, confirming they’ve successfully subscribed
Once you’ve collected some sign-ups through your sign-up form, you can start to send them marketing messages by creating message templates in Studio and sending them via Campaigns.
