What This Feature Does
Embedded forms let you capture email subscribers and drive traffic directly from your website. Unlike pop-ups that appear over your content, embedded forms live permanently on a specific page. They blend seamlessly into your site's design—like a newsletter signup in your blog sidebar or a lead capture form on a landing page—waiting for visitors to engage without interrupting them.
SendX offers two types of embedded forms:
Subscribe forms: Designed to build your email list. They require an email field and add contacts directly to your SendX audience.
CTA (Call to Action) forms: Designed to push visitors toward a specific URL, like a product page, booking link, or downloadable resource.
Step 1: Start Creating Your Form
Click Forms in the left navigation bar.
Select Embedded Form from the available options.
Click Create Forms.
Give your form a clear internal name (e.g., "Blog Sidebar Signup" or "Homepage CTA"). Visitors will not see this name.
Choose your primary goal:
Convert visitors to subscribers: Creates a Subscribe form.
Drive more traffic to a specific page: Creates a CTA form.
Step 2: Design and Style Your Form
After selecting your goal, choose a pre-built design template that fits your brand and customize its core elements.
Elements you can customize:
Title & Description: The headline and supporting text visitors see.
Button: The submit button text, color, and styling.
Closed Text: Text displayed if the form is inactive.
Post-Action Message: The headline and description shown on the success page after submission.
Background: The colors and imagery behind your form fields.
How to Add Custom CSS in Embedded Forms
If you need precise design control to match your website's branding, you can use Custom CSS.
Navigate to the Advanced or Design settings within the form builder.
Locate the Custom CSS block.
Paste your CSS code to override default margins, padding, button radius, or field styling.
How to Use ReCaptcha in Embedded Forms
To protect your email list from spam bots and fake signups, you should enable ReCaptcha.
Look for the reCAPTCHA option in your design or compliance settings.
Toggle it to ON.
This enables Google reCAPTCHA v2, adding an invisible layer of security or an "I'm not a robot" checkbox to verify legitimate human submissions.
Note on GDPR: You can also enable a GDPR checkbox in this section if you require explicit consent from EU subscribers.
Step 3: Add Custom Fields
For Subscribe forms, the email field is required and cannot be removed. However, you can add custom fields to collect richer data about your leads.
How to Add Custom Fields in Embedded Forms
Custom fields allow you to gather specific information (like names, company size, or preferences) which is saved directly to the contact's profile in SendX for future segmentation.
To add a field:
Click the option to Add a new field in the builder.
Select your desired field type:
Text: For short answers like First Name or Company.
Number: For ages, quantities, or specific metrics.
Dropdown: For single-choice selections from a provided list.
Checkbox: For multiple-choice questions or opt-ins.
Enter the field label (what the visitor sees).
Mark the field as "Required" if the user must fill it out to submit the form.
Best Practice: Keep your forms short. Every additional field slightly reduces your conversion rate. Only ask for the data you truly need.
Step 4: Configure Targeting Rules
What is Targeting in Embedded Forms?
Targeting lets you control exactly who sees your form. Instead of showing the same embedded form to every single visitor, targeting allows you to hide the form from people who have already subscribed, or show specific forms only to highly segmented audiences.
How to Define Targeting of an Embedded Form
You can configure targeting in the Targeting tab of your form settings by combining "Who should see" and "Who should not see" rules.
Available Targeting Options:
Tag-Based Targeting: Show or hide forms based on SendX tags. For example, you can hide the form from visitors who already have the "Newsletter Subscriber" tag.
Returning Visitors: Show or hide forms based on whether someone has visited your site before (tracked via cookies).
Existing Subscribers: Automatically hide the form from recognized contacts already on your mailing list.
Step 5: Set Up Post-Submission Actions
After a visitor clicks submit, they will see the Post-Action Title and Description you configured in Step 2. You also need to tell SendX what should logically happen next.
Post-Submission Options:
Do Nothing: The visitor stays on the current page and views your success message.
Redirect to URL: Automatically send the visitor to a new page, such as a dedicated "Thank You" page, a file download link, or a special offer.
Step 6: Choose Your Contact List
For Subscribe forms, you must dictate where the captured emails will be stored.
Click the List dropdown in your settings.
Select an existing list (e.g., "Blog Subscribers").
Note: SendX automatically prevents duplicate contacts. If a visitor submits the form but is already on your list, their existing record is simply updated, not duplicated.
Step 7: Activate and Embed Your Form
Before embedding, toggle the form status to ON. If you leave this off, the form will not display on your website, even if the code is perfectly placed. Click Create Form to save.
Grabbing Your Embed Code
Go to Forms > Embedded Form.
Find your new form in the list and click to access the Embed Instructions.
Copy the provided HTML/JavaScript snippet.
How to Integrate an Embedded Form in WordPress
Log in to your WordPress Admin dashboard.
Navigate to the Post, Page, or Widget area (like a sidebar) where you want the form to appear.
If using the Gutenberg Block Editor, add a Custom HTML block.
Paste your SendX embed code directly into the block.
Click Update or Publish.
How to Integrate an Embedded Form in Shopify
Log in to your Shopify Admin.
Go to Online Store > Themes.
Click Customize on your current theme.
Navigate to the page where you want the form.
Click Add Section and select Custom Liquid or Custom HTML (depending on your theme).
Paste your SendX embed code into the block and click Save.
Advanced Feature: Personalization in Embedded Forms
If you want to maximize conversions, you can use Smart Website Personalization (requires add-on).
When a recognized, identified contact visits your site, SendX can use merge tags to personalize the embedded form. For example, instead of a generic "Join our newsletter," the form title could read, "Welcome back, {{First Name}}! Update your preferences." You can also use personalization to pre-fill known custom fields, reducing friction for the user.
Troubleshooting & FAQs
Why does my form look different after it is embedded?
If your form looks perfect in the SendX builder but strange on your website (e.g., the fonts are wrong, or the button is a different color), CSS Inheritance is the culprit.
Your website's global stylesheet dictates how elements like <input> fields and <button> tags look. Because the embedded form lives natively on your page, your website's global CSS is overriding the SendX default styles. To fix this, use the Custom CSS block in SendX (Step 2) to force your preferred styling using !important tags.
Why isn't my form showing on my website?
Check these three common culprits:
Is the form status toggled to ON in SendX?
Is the embed code placed correctly in an HTML block (not a rich-text paragraph block)?
Are your Targeting Rules accidentally hiding the form from you? (Test this by opening your webpage in a private/incognito browsing window).