Get New Customers With
Membership Forms

Process customer signups with efficient
form data collection

Do it Your Way

Tweak our templates and tailor them to your needs. Our no-code form builder can customise your form within minutes.  

Step 1: Edit Process Details

Upon choosing the template, you will be directed to Process Details. Here, you can change your form title and/or description. 

Step 2: Edit Form Fields

Using Form Builder, choose your form fields and edit them. 

Optional Step: Notify Customers About Form Submission

After finalising your form, proceed to Design Workflow. You will see an existing template workflow that routes the signup for review and approval. You can change and customise the workflow with the following methods:

  1. Use other plug-ins from Add Plugins
  2. Drag the purple connectors around to re-position the plug-in connections
  3. Double-click each plug-in to edit its details

For instance, a common task involved in customer signups is to generate an auto-reply confirming that their form has been received. You can do this with the Notification plug-in:

Step 3: Publish your form

After Publish Changes in Workflow Builder, your membership form is ready to go. Use the Share button to:

  • Send the form to your employees via a public URL
  • Embed the form into your website

That’s it. Really.

Ready to get Started?