Forms

Use CopyLoop forms for newsletter signups, demo requests, and contact forms. A form can be shared as a hosted page, embedded on a website, or opened in a popup.

The Forms area appears only in workspaces where it is enabled. A submission can create or update a contact, add tags, subscribe an opted-in contact to a list, preserve permitted attribution, and start an automation.

1. Build the form

1. Open Forms and select New Form.
2. Enter an internal name. Visitors do not see this name.
3. In Build, write the public title and a short description of what the visitor will receive.
4. Add the contact fields the form needs. Email is always required.
5. Select a field to change its label, required state, or width. Drag fields to reorder them.
6. Add the consent text and privacy-policy link shown with the form when it asks for marketing permission.
7. Choose the form style and check the live preview.

2. Choose what happens after submission

Open Settings to choose what the form does after a submission:

1. Select a Target list if opted-in contacts should join one.
2. Add Default tags if every submitted contact should receive them.
3. Under After submit, choose Thank-you page or Redirect URL. If you choose a redirect, enter the URL visitors should open.
4. Add the Allowed origin for a form that will appear on your website.
5. Check the form-protection message. It shows Protected by Cloudflare Turnstile when workspace credentials are connected; otherwise use Configure Turnstile to open the integration setup.

CopyLoop can save a contact and their request without marketing consent. It adds the marketing subscription or runs email-capable follow-up only when the visitor gives the consent shown on the form.

3. Save, review, and publish

Select Create to save a new form. Once it exists, you can open Install and Submissions as well as the builder.

When the form is ready, select Publish and review the changes going live. Future edits are saved as a draft; select Publish changes when you are ready for visitors to see them.

Publishing makes the hosted and embedded versions available for submissions. It does not add the form to your website automatically.

4. Share the form

Open Install and choose a sharing option:

• Hosted link opens a CopyLoop-hosted page.
• Embed on site places the form inside a page on your website.
• Popup/modal opens the form from a button or link.
• Connected existing forms lets you keep a supported form already on your site. Gravity Forms is currently supported.

For an embed or popup, install the CopyLoop Connector once on the site, then copy the form’s snippet into the page. You do not need a new Connector installation for every form. The Connector can pass permitted source and visit context along with the submission.

Follow Install the website Connector before relying on attribution or website-based automation triggers.

5. Check a submission

1. Open the hosted page or the page where you installed the form.
2. Submit it with a test email address.
3. Confirm that the thank-you page or redirect opens.
4. Open Submissions and check that the test submission is Processed.
5. Open Contacts and confirm that the contact and submitted field values are correct.
6. Check the expected list, tags, consent state, and automation enrollment.
7. If the Connector is installed, check the attribution recorded with the submission when the site’s privacy choice allows it.

When something does not look right

What you see	What to check
The form changed in the builder but not on the website	Look for Unpublished changes, then select Publish changes.
A submission appears, but no contact does	Open Submissions, inspect its status and error, and check the required email value and field mappings.
The contact did not join the target list	Confirm the correct list is selected and that the test submission granted marketing consent.
Attribution is empty	Confirm the Connector is installed on the same site, the site reports as connected, the privacy choice permits collection, and the test happened after installation.
An automation did not start	Confirm the automation is active, its trigger points to this form or list, and the submitted contact is eligible for its email action.
An embedded form is rejected	Check that the form is published and its allowed origin exactly matches the website origin, including https://.

The Submissions tab shows processed, pending, and rejected responses. Open a rejected submission to see the reported error. You can pause the form while correcting its setup, then resume it.

Continue with Automations, Contacts, lists, and segments, or Analytics.