Tools :: Creating a form

Use ReachMail to create subscription forms to grow you list. Advanced and Simple Forms available.

Creating a subscription form in ReachMail is straightforward.

• Go to the Tools tab
• Select Subscription Forms
• Click Add Form
• Choose between a simple or advanced form (paid accounts only)

SIMPLE FORMS

After the list selection, you must select SAVE AND CONTINUE to move to the templates section. 

You can tag new sign-ups and adjust form settings to better manage your contacts and data quality. ReachMail also offers Signup Shield to help identify risky email addresses.

• Add Tags to sign-ups for use in future mailings
• Use Advanced Options to adjust form formatting
• Enable Signup Shield (requires email hygiene credits)
• High-risk sign-ups are automatically identified and neutralized

ADVANCED FORMS

The first area to fill out is the Form Options. This includes the Form Name and Opt-In Type as required fields. Opt-In Type options are confirmed or unconfirmed. A confirmed opt-in sends an email confirmation to the recipient who must approve the opt-in. Optional fields include Form Title, Brand Name, Brand Name Color, Background Color, Privacy Policy URL, Welcome URL, Logo URL, and Signup Shield (only available on unconfirmed opt-in type).

ReachMail's Signup Shield uses Email Hygiene credits to identify a risk level for submitted addresses. You must have unexpired email hygiene credits to use this option. High-risk signups are automatically identified and neutralized as they occur.

After completing the form options, you’ll move on to selecting which list will receive your sign-ups. This step lets you connect your form to a list and define how it appears to users.

• Click Save and Continue
• On the List Selection page:
  • Choose an existing list or create a new list
  • Assign a Public List Name (shown to users during sign-up)

Once you’ve selected a list, you can proceed to choose which fields appear on your form. The available options depend on the fields included in the selected list.

• Click Save and Continue
• On the Form Field Selection page:
  • Use toggles to choose which fields to include
  • Mark fields as required if needed
  • Drag or use arrows to reorder fields

Before proceeding, make sure all desired fields are included. You’ll then move to the notification settings for your form.

• Review your selected fields
• Click Save and Continue
• On the Notification Email page:
  • Add one or more email addresses to receive sign-up notifications
  • Choose to receive notifications immediately or daily
• This step is optional and used to monitor form activity

After you've added an email or have decided not to receive any notifications, you can proceed to the final review step. This page summarizes your form setup and lets you make any last changes before creating it.

• Click Save and Continue
• On the Review and Confirm page:
  • Review all settings and selections
  • Go back to edit anything if needed
• Click Create to finalize your sign-up form

After clicking Submit, you’ll land on the Subscription Form Contents page. Here you have three options to add the form to your website:

• Basic Method – Place a link on your site and ReachMail handles the rest.
• WordPress Method – Install the ReachMail Subscription Form plugin on a WordPress-powered site.
• Advanced Method – Host the form yourself and style it freely with your designers.

Additional options:

• Test The Form – Verify the sign-up form works as expected.
• Custom Options – Enable Redirect on Form Submission or Stylize with CSS.