OSTips - Which Form Should You Choose in Mautic

| Marketing

Which Form Should You Choose in Mautic

One of the questions I get every once in a while when I'm creating a form in Mautic to embed on my website is which form type should I choose. 

In this video, I'm going to answer that question. It's actually a pretty simple answer.

Let's dive in.

"Welcome to OSTips from OSTraining. My name is Rod Martin.

So when I click on new form I'm given the two choices I mentioned:

  1. campaign form
  2. standalone form

Really the difference is this:

  1. If you want the contacts that submit the form to go straight into a campaign with really no other processing, then choose campaign form.
  2. If you want to create several actions based on someone's filling out the form, then use standalone form.

9 times out of 10, I use standalone form because standalone forms allow me to perform a number of actions including sending someone to a campaign via the segment they get added to.

It is one more step if all you're wanting to do is push someone to a campaign, but the standalone form allows me to:

  1. adjust contact's points
  2. modify contact's segments & tags
  3. record UTM tags
  4. push the contact to an integration such as Salesforce
  5. send an email to the contact or to any user 
  6. send form results to a bunch of different people
  7. and many more 


So as I just said, about 9 times out of 10 I go ahead and use a standalone form. I have more options for actions than i might have with a campaign form. That said if all i want to do is throw someone in a campaign, the campaign form is really handy to use.

Thanks for watching. This has been OStips from OS Training, and I'm Rod Martin."

About the author

Rod holds two masters degrees and has been training people how to do "things" for over 25 years. Originally from Australia, he grew up in Canada and now resides just outside Cincinnati, Ohio.