---
schema_version: "1"
id: a62ad614607139de9dfb0647b6271da9e24453b1e26213f742ba2f9d2b65a0dc
title: Create a Signup Form with a Campaign
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mktg_campaigns_generate_leads.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_campaigns_generate_leads.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: db0cace57d8ce45cea97a24bff281e6ea2f5640655d488ccd0a9076c724dbd1c
description: Create a campaign flow so customers can opt in to receive your marketing messages. Start with a signup form flow template, build and customize the form, and configure settings to collect data for consent and lead records. You can host a signup form on a marketing landing page or your external website.
products:
  - Marketing
release: "264"
---
# Create a Signup Form with a Campaign

Create a campaign flow so customers can opt in to receive your marketing messages. Start with a signup form flow template, build and customize the form, and configure settings to collect data for consent and lead records. You can host a signup form on a marketing landing page or your external website.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <span>Salesforce <strong class="uicontrol">Enterprise</strong> and <strong class="uicontrol">Unlimited</strong> Editions with Marketing Cloud Next <strong class="uicontrol">Growth</strong> or <strong class="uicontrol">Advanced</strong> Edition, and in <strong class="uicontrol">Starter</strong>&nbsp;and&nbsp;<strong class="uicontrol">Pro Suite</strong>&nbsp;Editions. Your edition determines the options that you have.</span></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d75900e78">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d75900e78 ">To create and manage a campaign:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d75900e78 ">
              <p>Marketing Cloud Manager permission set</p>
              <p>OR</p>
              <p style="margin-bottom:0;">View Flows and Create and
                Edit Flows user permissions AND permissions to all elements in the
                flow</p>
            </td>

          </tr>
        </tbody>
      </table>

The signup form flow template automatically creates these assets for you and relates them to your campaign:

- Flow
- Form
- (Optional) Landing page

1. On the Campaigns tab, create a campaign.
2. Name your campaign, enter the campaign details that you need, and click **Save**.
3. From the Build Your Own tab, click **Browse Templates** | **Signup Form** | **Next**.
4. Name your form-triggered flow and click **Next**.
5. Configure data collection for the flow.
    1. Select the type of record to create when someone submits your form. Lead is selected by default.
    2. Select a marketing channel and communication subscription to record consent for when someone submits your form.
6. Customize your form.
    1. Select a brand to apply to your form.
    2. Enter a header for your form.
    3. Add fields to your form. Depending on the channel you're collecting consent for, there are certain fields you can't remove.
    4. Customize the button that your audience clicks to submit the form.
    5. Customize the footer text for your form. Add a message that tells your audience that by submitting the form, they consent to receive marketing messages from your business.
7. Click **Next**.
8. Review your form. Optionally, create a marketing landing page to host your form. When you're done, click **Finish**.
9. From the campaign record, open Flow Builder, review the consent details, and make any other customizations that you need. For example, add a Send Email element to the flow that sends a welcome message when someone submits your form.
10. When you're ready, activate the flow and publish the form.
11. Make the form accessible for your audience.
    - Copy the embed code for the form and add it to your external website.
    - To use the form on a marketing landing page, customize the landing page URL alias and then publish the landing page.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mktg_all-264-0-0-production-enus/e92be4e1-4bef-47a5-a11d-95f4ea1f7d7a/images/icon_example.png)

Example At Ursa Major Solar, marketer Lance wants to add a form to their website so potential customers can submit their information and receive a free solar installation quote. To set up this automation, Lance creates a campaign named "Primary Lead Gen." In the Start section on the campaign record, they browse flow templates and select the Signup Form template. Lance moves through the guided setup to configure and brand the form. After the form is done, Lance creates an email that thanks the leads for submitting the form and explains how they receive their free quote. Then, in Flow Builder, Lance adds a Send Email element to the flow so the email sends automatically whenever someone submits the form. When everything looks right after reviewing the form and email, Lance activates the flow, copies the form's embed code, and adds it to the Ursa Major Solar website.

After you activate the flow and make the form available online, we recommend testing the form by submitting it with sample data.

#### See Also

- [_Salesforce Help_: Flow Element: Create Consent](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_mktg_consent_request.htm&language=en_US)