Customize Your Embedded Signup Form

Customize your embedded signup form’s content and settings to fit your marketing needs.

In this article, you'll learn how to customize your embedded signup form.

Before you start

Here are some things to know before you begin this process.

• This article tells you how to customize your embedded form. To learn how to generate an embed code and add your form to your website, check out Add an Embedded Signup Form to Your Website.
• To match your form's visual elements to the design of your website, you'll need to modify the form’s code outside of Mailchimp.
• Before you can add an SMS signup field to your embedded signup form, you’ll need to submit an application and be approved. SMS Marketing is available as an add-on feature for customers with the Essentials plan or higher.
• At this time, you can only send text messages to subscribed contacts based in the same country as your business. For example, if your business is in the UK, you can send text messages to subscribed SMS contacts in the UK.

Customize your embedded form

There are 4 menus within the embedded form builder: Form Fields, Settings, Tags, and Referral Badge.

Form fields

Enable, disable, or rearrange specific audience fields to manage what appears on your embedded form and in what order. Enter a display name or help text to customize your form experience for contacts. A preview of your embedded form populates after you make any changes.

To enable or disable a form field, toggle the field name slider on or off. To rearrange your form fields, click the dot icon next to a form field, and drag it into the desired position within the list. When a form field is re-enabled, it automatically moves above your disabled fields. When a form field is disabled, it moves to its original position.

Here are a few things to keep in mind when you work with embedded form fields.

• Before you can send marketing text messages, you need to obtain SMS marketing consent from your contacts. This is different from email marketing consent.
• Either an email address field or SMS phone number field is required. You can have both.
• If the SMS phone number field is not enabled, the Email address field can’t be disabled or edited.
• You can edit the display name for the Address field, but not the help text. Default help text is automatically used for the Address field.
• Enable the SMS phone number field to add an SMS signup field. Any contact who completes your embedded form with an SMS signup is added to your associated audience as a subscribed SMS contact.
• The SMS phone number field is specific to Mailchimp’s SMS Marketing, and it’s different from the Phone number field. To collect SMS marketing consent from new contacts, enable the SMS phone number field. If you want to collect phone numbers from email contacts, enable the Phone number field.
• Contacts must agree to the legal checkbox that appears on your embedded form when you enable the SMS phone number field. The legal checkbox is required and can’t be edited.

Settings

Add a form title or the desired form width. You can also manage other form settings such as JavaScript, email format options, and your campaign archive link.

Tags

Automatically tag any contact who signs up via your embedded form. Assign an existing tag or add a new tag. To learn more about how to use tags to manage your audience, check out Getting Started with Tags.

Referral badge

Select whether or not to include a Mailchimp Referral badge and which style to use. The Referral badge is required for Free accounts.

Now that you’ve customized the embedded form, you’re ready to generate the form code! Check out Add an Embedded Signup Form to Your Website.