SendX makes it easy to add extra fields to your embedded forms and pop-ups, allowing you to capture valuable data like preferences, job titles, location, and more.
Before You Begin
Make sure you:
Have a SendX account
Know which form or pop-up you want to edit, or be ready to create a new one
Have a plan for what kind of customer data you'd like to collect (e.g., industry, budget, interest level)
Step-by-Step Instructions
1. Create or Edit an Embedded Form
Log in to your SendX dashboard
Navigate to Forms > Embedded Forms
Click Create New Form or select an existing one to edit
2. Go to the Content Tab
Once you're in the form editor, click the Content tab at the top
3. Scroll to the Fields Area
On the right-hand panel, scroll down until you see the section titled Fields
4. Click on “Add Fields”
Click the Add Fields button
Choose the type of field you'd like to add:
Text Input – for short responses like name, company, or title
Checkbox – for multi-select options like interests
Dropdown – for single-select categories like industry or budget range
5. Customize and Add Multiple Fields
Each new field will appear automatically in your form
Customize the field name and options based on what information you want to collect
Add as many fields as needed to properly segment your audience.
6. Save Your Form
Once you've added and customized your extra fields, click Save
Your embedded form or pop-up is now updated and ready to capture detailed subscriber information
Tips & Best Practices
✅ Only ask for what’s necessary – Too many fields can lower submission rates
🧠 Use the data collected to create dynamic segments for targeted campaigns
🎯 Combine form data with tags or custom fields in SendX for better personalization
📱 Test how your form looks on both desktop and mobile to ensure usability
Conclusion
Adding extra fields to your forms is a simple yet powerful way to gather deeper insights about your audience. With SendX, it takes just a few clicks to upgrade your pop-ups and embedded forms for smarter segmentation and more personalized email campaigns.
Need help planning your form fields? Contact our support team—we’d be happy to assist!