User Manual
Overview

Create a Form

Drip opt-in form on a Shopify site.

Drip provides multiple types of forms to optimize customer acquisition for you. 

  • Pop Up Form. Pops up after a time delay, page scroll, or button click. 
  • Exit Intent Pop Up Form. Pops up when a site visitor intends to leave your site or exhibits "exit intent." Exit intent is when a site visitor drags their cursor outside of the web browser used to access your website, showing intent to leave your site.

    While set to show on exit intent, the form's orientation defaults to lightbox positioning. 

  • Side Tab Form. Dismissable tab that pops up on the side of the page.  
  • Embedded Form. A minimally styled, standalone HTML form to embed on your site. Learn about Embedded Forms

Widgets set to Exit Triggered or Lightbox orientation do not appear on mobile devices.

There are multiple ways to trigger the popup form to web visitors, such as time-delayed, exit intent, link URL, or JavaScript API. In this article, we’ll cover everything you need to know about using Drip forms. Callout: To host a form, install your Drip JavaScript snippet on your website. You can find your JavaScript snippet under Site Setup in your account settings.

Create a Form

Create a form

 

  1. Click Forms

  2. Click + New Opt-In Form

  3. Give the form a name

  4. Add a tag (optional)

  5. Select which kind of form you want to create

  6. Click Create Form

 

Once created, you'll land on the screen to customize the design and configuration, decide how to host it on your website, and activate the form.

 

Form Fields

Form field types

Manage the input fields for your form. Choose Text, Radio Buttons, Dropdown, or Date. If you select Radio Buttons, you have the option to create a new Custom Field or map to an existing field for deeper segmentation and personalization. 

The Identifier is what the Custom Field in Drip will be called. The Label is what the form will display. 

Email Address is the only required field. To add a new form field:

  1. Set the field Identifier

  2. Enter the Label text

  3. Use the drop-down to make the field Optional or Required

  4. Click Add

  5. Click Save

 

To update the Properties in a person’s Profile, add the following identifiers to your Form: 

 

Form Identifier 

Person Property

first_name

First Name

last_name

Last Name

address1

Address 1

address2

Address 2

city

City

state

State

zip

Zip

country

Country

phone

Phone

Design

 Style

Form style options: headline and button color, font size, and location of form labels.

Select the style for your form. You have the options to change:

  • Headline and button color.

  • Font size. 

  • Place form labels inside or above the text boxes. 

Text

Form text box

Select the text for your form and click Save. 

  • Headline. The headline text is formatted in bold and is larger in size than any other text on the form.

  • Description. The text located directly underneath the form’s headline. There is a text editor for drafting the form’s description text.

  • Button Text. The text displayed in the submit button. 

  • Button Text While Submitting. The on-screen message when the form is submitting. 

Image

Upload an image for your form.

A single image can be positioned to the left or right of the form’s description text. Form images have a recommended width of 300 pixels. 

To add an image to your form:

  1. Click Upload Image

  2. Select the image from your computer

  3. Use the drop-down to select Right, Left, or Hidden 

  4. Click Save

Behavior

Set when you want your form to appear and other behavior settings for a form under Behavior

 Timing

Select when the form should pop up.

When should this form pop up?

Select After a time delay, Once the visitor scrolls to a point on the page, or When the visitor clicks a link or button

  • After a time delay. Use the slider to select the number of seconds to wait before the form pops up. 

  • Once the visitor scrolls to a point on the page. Use the dropdown to select a percentage. 

  • When the visitor clicks a link or button. Copy and paste the link to your website to launch the popup. 

Use the slider to select the number of days before the form should pop up again after the form first pops up and after a user manually closes the form. 

Visibility

Select where the form should appear on your website. 

  • Hide popup on mobile devices

  • Hide popup on specific pages.

  • Only show popup on specific pages.  

Use a Wildcard to hide or show entire subdirectories on your website. 

 

Advanced Settings 

Link URL

Copy and paste a provided anchor tag to integrate into the codebase of your website. The given anchor is constructed in HTML and may require a developer to integrate into your codebase. 

To trigger a widget with a link URL:

  1. Under Design, click Behavior

  2. Copy the HTML anchor tag

  3. In your codebase, paste the anchor tag

Anchor Tag

Set your own trigger point with an anchor tag.

  1. Create an anchor tag at the point you choose on your page

  2. Copy the tag you’ve created

  3. Go to Forms

  4. Select your form

  5. Under Design, go to Behavior

  6. Check the Show when user scrolls to… box

  7. Select the drop-down and choose anchor

  8. Paste your anchor tag in the anchor field

  9. Click Save Settings

Your widget will now appear when you scroll to the anchor tag you’ve set on your website page.

JavaScript API

Make requests to our JavaScript API to open and close a widget with the following methods: 

_dcq.push(["showForm", { id: "9999999" }]);

_dcq.push(["hideForm", { id: "9999999" }]);

For more information about our JavaScript form methods, read through our developer docs section about how to handle forms.

 

Drip Hosted Form URL

Submission

Thank You

The onscreen message taking the place of form widgets once the form has been submitted.

  • Headline. The top-most text in the post-signup message

  • Description. The main text body of the post-signup message.

  • Custom Thank You Page. The URL to the web page the person should be directed to after submitting the form. 

Send a submission event to Google Analytics

Event category: "Drip Opt-In Form" Event label: "176780"

Double Opt-In

Use the drop-down to select from one of the options for sending a confirmation email to people that submit your form.

  • Active. This option sends a confirmation email to any person that submits the form, including people who are already on your list.

  • Active only to new people. This option sends a confirmation email only if the person has not already joined your list.

  • Disabled. This option does not send a confirmation email and people submitting the form will immediately join your list.

Edit the double opt-in email by clicking Edit Double Opt-in Email. 

Send Data to a Post Submission Page 

In addition to redirecting, you can send some data about people in a query string. Check the Send person data to post-submission page box to send people’s data to a post-submission page. You will get a URL like this: 

http://google.com?drip_email=example%40gmail.com&drip_subscriber_id=gtumu4zihebvms5sdy6o

You can then use the new person’s email to customize your page with a response. In addition, you can use the subscriber_id to make API calls and get even more data about the new person. This option is also available on the post-confirmation redirect page. It will yield the same results in the query string.

Embedded forms must redirect to the default post-submission page or a custom post-submission page.