Building a form with the block builder

Go to Audience → Forms → New form. You'll see the form builder split into two panes: a live preview on the right, and a block palette + settings on the left.

Step 1 — Add blocks

The blocks are the visible elements of your form. Drag them from the palette or click to insert.

Common blocks:

• Heading — the form's title. "Get our weekly newsletter".
• Text — a paragraph of copy. Use for context, social proof, or value-prop.
• Email field — the only required field. You can't publish without one.
• Name / role / company / title fields — set each to optional or required.
• Custom field — collect anything else (industry, team size, etc.). Stored on the contact's attributes.
• Mail Check button — see the dedicated article.

You can reorder blocks by dragging them in the editor or in the side panel.

Step 2 — Choose your opt-in mode

In Settings → Opt-in, pick one:

• Single opt-in — the contact is created immediately when the form is submitted. Faster funnel, but slightly higher spam risk.
• Double opt-in — we email the new contact a confirmation link. They have to click before they're added. Slower funnel, but a cleaner list and stronger consent record.

Pick double if you're in a regulated industry (EU GDPR-strict, Germany, finance), pick single otherwise.

Step 3 — Configure success

What happens when someone submits? Two options:

• Inline message — show a thank-you message in place of the form. The simplest choice. You'll be writing the copy.
• Redirect — send the visitor to a URL. Useful if you have a dedicated thank-you page that does additional work (analytics events, upsell offer, etc.).

Step 4 — Add a consent line

Below the submit button you'll see a default consent line. Edit it to match your privacy policy and brand. This is the thing the visitor is agreeing to when they click submit.

Step 5 — Set a notification email

Optional. Under Settings → Notifications, add an email address that will be pinged each time the form is submitted. Useful for sales handoff. Off by default to avoid notification fatigue.

Step 6 — Publish

Click Publish. The form moves from draft to published. Two artifacts appear:

• A hosted URL — you can share this anywhere.
• An embed snippet — paste this into your website's HTML.

You can keep editing after publish — changes go live immediately.

Step 7 — Archive when done

When a form is no longer in use, archive it from the form detail page. Archived forms stop accepting submissions and disappear from the default list view. They aren't deleted — analytics still work — they just stop being live.