Installing your EcoSend Forms

EcoSend Forms are a powerful lead-capture tool to display to anonymous visitors to your website.

The entry-point to your Marketing funnel, create your first Form today and start turning visitors into customers.

1️⃣ Add custom email domain

2️⃣ Integrate your Data

3️⃣ Activate Sequences

1️⃣ Install a Form


With EcoSend Forms you can fill your database with qualified signups, automatically enriched with their
social media data,.Then, trigger automated follow ups to nudge prospects along your Marketing funnel,
from inquiry to conversion.

Our recommended use-cases for EcoSend Forms include:

  • Newsletter Signups

  • Early Access lists

  • ‘Contact us’ requests.

  • Placed in front of a white paper download



1️⃣ Add custom email domain

With EcoSend Forms you can fill your database with qualified signups, automatically enriched with their
social media data,.


Then, trigger automated follow ups to nudge prospects along your Marketing funnel, from inquiry to conversion.


Our recommended use-cases for EcoSend Forms include:

  • Newsletter Signups

  • Early Access lists

  • ‘Contact us’ requests.

  • Placed in front of a white paper download


How to add an EcoSend Form to your site ✍️

How to add an EcoSend
Form to your site ✍️

How to add an EcoSend
Form to your site ✍️

1️⃣ Select your template

With EcoSend Forms, you can select from a range of pre-set templates, such as Demo booking, ‘Contact us’
or Newsletter sign-ups.


2️⃣ Customise your Form fields

You can edit your Form’s fields to reflect the information you would like to collect.
Hit the ‘Bin’ Icon to remove existing fields, or “Add New Field” to create a new field.

New fields can be selected from our pre-set options; alternatively, you can build out your own custom fields.
These fields will then populate in your People section, as well as onto your users’ profiles.

You can also customise your Form’s colour, in order to fit with your website branding.


1️⃣ Select your template

With EcoSend Forms, you can select from a range of pre-set templates, such as Demo booking, ‘Contact us’
or Newsletter sign-ups.


2️⃣ Customise your Form fields

You can edit your Form’s fields to reflect the information you would like to collect.
Hit the ‘Bin’ Icon to remove existing fields, or “Add New Field” to create a new field.

New fields can be selected from our pre-set options; alternatively, you can build out your own custom fields.
These fields will then populate in your People section, as well as onto your users’ profiles.

You can also customise your Form’s colour, in order to fit with your website branding.



3️⃣ Advanced Options and Double Opt-in

We recommend enabling the double opt-in feature in order to safeguard against Form spam submissions.

Double opt-in will ensure only legitimate emails are added into your Contacts list.

You can also add a re-direct URL after users have completed the Form. For example, if you offer a Lead Magnet after submitting the form, you could redirect them to your Lead Magnet download page. Alternatively, set a ‘Thank you’ message to confirm the submission.

Adding Double Opt-in 🔐

4️⃣ Copy & Paste the code into your site

Having completed your template, GoSquared will automatically build the code for your Form. All you need to do, is copy & paste it into the relevant area in your site.


5️⃣ Updating your Form later on

Need to make changes to your Form after embedding it into your site? No problem!

GoSquared Forms are dynamically hosted via an iframe, meaning any changes you make to your Form in GoSquared, once saved will update automatically on the embedded Form on your site 🪄

Simply click into your Form, make your changes, click Save and Publish, head back to your site and refresh your browser. Watch as your Form has magically updated to reflect your changes!

Form Submissions 👥

You can access your Form submissions in a number of ways.


From the Forms navigation bar, you can view the list of Forms you have built, and click into each Form to view the submissions.


Alternatively, from your 'Contacts' section, you will be able to select the relevant Form from your Smart Group list.


The title will relate to the ‘Name and Purpose’ setting of your Form.



FAQ ✋

My Form is creating new profiles for people even though I already have existing profiles

Profiles created by Forms will not automatically be merged into existing profiles with the same email address to protect privacy.


If you have duplicate profiles created via Forms and already-existing profiles, you can merge those profiles
using our Profile Merging feature

My Form is creating new profiles for people even though I already have existing profiles


Profiles created by Forms will not automatically be merged into existing profiles with the same email address to protect privacy.


If you have duplicate profiles created via Forms and already-existing profiles, you can merge those profiles
using our Profile Merging feature

My Form is creating new profiles for people even though I already have existing profiles


Profiles created by Forms will not automatically be merged into existing profiles with the same email address to protect privacy.


If you have duplicate profiles created via Forms and already-existing profiles, you can merge those profiles
using our Profile Merging feature

Next Steps

1️⃣ Integrate your Data

Update your user data in real-time via the EcoSend API.


2️⃣ Activate Automations

Combine in-app and email for high-engagement messaging flows.