Beginners' Guide to Mautic: How to create a form
Forms are one of the most important aspects of a marketing automation platform, allowing you to collect data, enhance user experiences, and create a personalised approach to your marketing strategy. Forms in Mautic allow you to collect information from visitors such as name, email address, and any other information you need, which can then be used to trigger automation, build your audience, or send follow-up emails.
What Forms Are Used For
In Mautic, forms help you:
- Grow your email list
- Register people for events or webinars
- Deliver lead magnets (ebooks, checklists, guides)
- Collect contact or enquiry details
- Trigger automations or add people to segments
If you’re just getting started, think of forms as the front door to your marketing automation.
Example Use Case
Let’s say you want to offer a free downloadable guide. Someone fills out your Mautic form, Mautic saves their details, and then automatically emails them the download link. No manual work is needed, making it easy for both the lead and you. Intent to buy or interest in a product often significantly fades when there are extensive gaps in replies, meaning automation can play a key part in increasing your conversion rate.
How to Create a Form in Mautic
Creating a form is simple. Here’s the quick version:
1. Go to Components – Forms – New
2. Choose “Standalone Form” (this is the beginner-friendly option)
3. Give your form a name, like “Newsletter Signup”
4. Add the fields you need (usually First Name + Email are standard)
5. Add any actions you want after submission –
- Add to Segment (more on Mautic segments)
- Send a follow-up email
- Apply a tag
6. Save the form
That’s it! You now have a ready-to-go Mautic form.
Using Your Mautic Form
Once your form is created, you can:
- Embed it on your website using the HTML/JS code Mautic provides
- Add it to a Mautic landing page
When someone submits their information, it goes straight into Mautic, ready to be passed to the sales team, scored until they are deemed qualified, or injected into nurture campaigns. Learn how to effectively set up lead scoring.
Using Forms in Mautic Campaigns
Forms can also be connected directly to campaigns. When someone submits a form, they can be added to a segment or pushed straight into a campaign workflow. This lets you automate personalised follow-up sequences, such as sending a series of onboarding emails, scoring leads, or notifying your team, without any manual effort. We will dig deeper into this in a later entry of a beginners’ guide to Mautic.
Mautic forms are quick to build and essential for capturing new contacts and starting automated journeys. If you need help getting set up or want expert guidance, enable.services are Mautic specialists ready to support your marketing automation.
