Step-By-Step Instructions
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1. Navigate to Forms
Click Sites in the left sidebar, then click Forms.
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2. Locate 'Stay Connected'
Find the 'Stay Connected' form.
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3. Copy Form URL
Click the share or link icon to copy the form URL.
Your opt-in form — **Stay Connected** — is how new contacts enter your account automatically. When someone submits it, they're added as a contact and your welcome workflow fires immediately.
Where to share it: * **In a text:** *"Fill this out and I'll keep you in the loop on new products and recipes — [link]"* * **In your email signature** * **In your social media bio** * **Verbally at an event:** *"I'll text you the link right now"*
What happens when someone submits: 1. They're added to your **Contacts** automatically 2. They receive a **welcome text** from you within minutes 3. They're tagged as a **Prospect** 4. Their answers to the two custom questions are saved to their contact record
You don't have to do anything — it all happens automatically!
Related Starter Guides
Have Questions?
If you have questions about upgrading your account or need assistance with your Starter setup, contact your account administrator.
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