Work with subscription forms

Effectively manage your Sitecore Send subscription forms by performing tasks such as editing, renaming, deleting, duplicating, and previewing. This topic provides guidance on how to edit, rename, delete, duplicate, preview, and add labels to your subscription forms.

Edit a subscription form

You can edit a subscription form you have created in Sitecore Send.

To edit a subscription form:

On the menu bar, click Growth Tools > Subscription Forms.
Click the name of the subscription form you want to edit.
To make changes to specific details, on the menu on the left, click the corresponding tab and make your changes.
Click Save & exit.

Rename a subscription form

You can change the name of any subscription form you have created in Sitecore Send.

To rename a subscription form:

On the menu bar, click Growth Tools > Subscription Forms.
Click the name of the subscription form you want to rename.
On the menu on the left, click Set basic settings.
In the Name field, enter the new name of your subscription form.
Click Save & exit.

Delete a subscription form

To delete a subscription form:

On the menu bar, click Growth Tools > Subscription Forms.
Find the subscription form you want to delete.
Click and click Delete.

A pop-up message appears on the page confirming that you want to permanently delete your subscription form.
Click OK.

Duplicate a subscription form

To duplicate a subscription form:

On the menu bar, click Growth Tools > Subscription Form.
Find the subscription form you want to duplicate.
Click and click Duplicate.

The duplicated subscription form is added to your list of subscription form with its name appended with Copy.

Preview a subscription form

You can get a preview of your subscription form design even without opening the Form editor. You can only preview a subscription form with a Published or Unpublished status.

To preview a subscription form:

On the menu bar, click Growth Tools > Subscription Forms.
Find the subscription form you want to preview.
Click and click Preview.

The subscription form design displays on a new page.

Add or remove a subscription form label

You can add labels to your subscription form to organize them into topics, audience, purpose, or any label necessary for internal use.

To add a label to a subscription form:

On the menu bar, click Growth Tools > Subscription Forms.
Find the subscription form you want to label.
In the Labels column, click Add label .
In the Add labels dialog, enter the label name and press Enter on your keyboard.

Note

You can add more than one label. You can also select any existing labels available in the dialog.
Click Save labels to apply the label to your subscription form.

To remove a label from a subscription form:

On the menu bar, click Growth Tools > Subscription Form.
Find the relevant subscription form.
In the Labels column, click next to the label name.

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