How To Set Up An Email Collection Form On My Page

Written by
Pensight
July 31, 2024

There are two ways you can collect emails on Pensight:

  1. Sell free or paid products
  2. Add a quick and free email form to your page

When a client gets any product from you, free or paid, they are asked for their name and email address - you can always access that data in the Orders or Contacts page in your account, where you'll also be able to export it.

Another way to collect emails on Pensight is by setting up an email collection form on your page. It's a quick and easy way to collect emails for your mailing list without having to set up a product.

If you don't have a Pensight page, you can create one here for free and set up your email collection form in a couple of minutes.

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Here's a short video guide on how to do it:

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Adding Client to a Segment

When you create an email form, you'll always be able to access the submissions in the Forms page. But when you're using Pensight Email Broadcasts, you should always connect the email form to a Segment you will be using for sending emails.

To do that, select the Segment in the Marketing automations dropdown in your Email Form settings:

Email collection form with automations

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If you're using a third party email service, like Mailchimp, you can connect your Email form to it automatically via our Zapier integration.

Read more here on how to set up Zapier with Pensight.

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Free email collection form on Pensight

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If you are looking to create a more complex custom form, you can create unlimited forms with Pensight Pro and attach them to any product. Your customers will have to complete the form when getting a product or service from you.

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