Creating a form
Open Forms in your workspace sidebar and click New Form. This opens the form editor where you configure fields, messaging, and audience assignment.Fields
Every form requires an email address field — this cannot be removed. You can optionally add:- A name field (first name, last name, or full name)
- Custom fields that map to contact properties in your workspace
Consent language
Include clear opt-in language that tells subscribers exactly what they are signing up for, and add a link to your Privacy Policy. Place consent language close to the submit button so it is visible before submission.Assigning the form to an audience
Select the audience new subscribers will join when they complete the form. Each form is assigned to exactly one audience. If you want subscribers to enter multiple audiences, use automations or tags after initial enrollment.Sharing and embedding the form
Once you save the form, SendWhale generates a unique public URL at/form/:publicId. Use this URL to:
- Share directly — paste the link in social media posts, emails, or your bio
- Embed on your website — copy the provided embed code and paste it into your site’s HTML where you want the form to appear