Tips, Notes & Helpful Guidance

About Selecting Groups

• You can add people to multiple groups at once. This is helpful if you want to organize your contacts in different ways. For example, someone might be in both "Newsletter Subscribers" and "2024 Event Attendees."
• Make sure you select at least one group, or the form won't save properly.

About Email Fields

• The email field is required. Without it, the system cannot add people to your email list.
• Make sure you select the correct field. If you accidentally select the wrong field (like selecting "Name" instead of "Email"), people won't be added to your list correctly.

About Automatic Name Detection

• If your form has a single "Name" field that collects both first and last names (like "John Smith"), the automatic detection feature is very helpful. It will split "John Smith" into "John" (first name) and "Smith" (last name) automatically.
• If your form has separate fields for first name and last name, you don't need automatic detection—just select each field individually.

About Optional Fields

• You don't have to connect every field. Only connect the fields that you actually want to use in your email marketing.
• If you're not sure whether to connect a field, it's okay to leave it as "No field selected." You can always come back and add it later.

About the Opt-In Checkbox

• Having an opt-in checkbox is important for email marketing rules and regulations. It shows that people chose to receive your emails.
• Even if you set the checkbox to be checked by default, people can still uncheck it if they don't want to subscribe.

About Saving Your Changes

• After you've set up all these options, don't forget to save your form! Look for a "Save" button, usually at the bottom or top of the page.
• If you try to leave the page without saving, you might lose your changes.