Webforms

Webforms Page Tutorial

A great way to get people to opt-in to your TextSanity contact database is through a webform. You can place a webform various places online such as on social media^, a link in a blog post^, or even link from your main website. Webforms make opt-ins easy. Simply direct traffic to your webform’s custom URL and start broadcasting mass text messages to the opt-in contacts immediately.

How to create a webform

Webforms are easy to create and use. First, navigate to the Webforms page. Do so by clicking on “More Tools” at the top of your TextSanity account and selecting Webforms. 

Second, click on the “+ New Webform” button at the top-right side of your page. Name your webform. Please note, this name will appear as the title on your Webform. 

Type in the tail end of the webform’s URL. Please note, if someone is using that URL, it will alert you below. 

Once you click “Create,” you will be taken to the Webform details page. 

Webform details page

On this page, you can customize everything on your webform. First, upload a logo or image to your webform.^ Then, select what the contacts will be tagged with once they opt-in through this Webform. 

On the right side, you’ll compose your header message.^ The header will appear under the Webforms title.^ Below the header are optional fields you can use to gather more contact information. The phone number is automatically on the webform; it’s the only mandatory field. 

With that, the Webform is complete. Click “Save” at the top-right corner of the screen. You can activate or deactivate your webform by clicking on the toggle at the top of the left column.  

Open your Webform by copying the URL, which is at the top of the left column under the Webform title, and pasting it in your web browser. This webform is ready to use anywhere you would like. 

Posting your Webform on Social Media 

To post your webform on social media, simply paste the URL in your social media feed. A default Image, Title, and Description are pre-populated. You can customize the social media image, title, and description if you want to.^^ You can preview the post by clicking on the “Social Media Preview” button on the right side of your page. 

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