--- title: "Forms and popups: SmartyTap docs | Chargezen" description: "Grow your email and text list with SmartyTap popups and embedded forms: the form types, what to ask, how to word consent and what happens after a signup." url: "https://chargezen.com/docs/smartytap/audience/forms-and-popups" lang: "en" updated: "2026-10-19" --- Canonical URL: https://chargezen.com/docs/smartytap/audience/forms-and-popups # Forms and popups Grow your email and text list with SmartyTap popups and embedded forms: the form types, what to ask, how to word consent and what happens after a signup. Last updated: 2026-10-19 Every customer you can email or text is a sale you don't have to pay an ad network for. SmartyTap forms collect the address, clear permission and a little about what the visitor wants, and save all of it to the same customer record your segments and flows use. Find the form types in **SmartyTap > Tools > Collect Subscribers**. Sort them by **Popularity** or **Most recent** and pick the one that fits the moment. ## Form types | Form | Use it for | | --- | --- | | Popup Form | An offer, a drop or a waitlist shown over the page | | Embedded Form | A form inside a landing page, account page or blog post | | Footer Collection Form | A quiet signup at the bottom of every page | | Floating Button Form | A button that stays on screen and opens the form when tapped | | Keywords Form | "Text JOIN to…" signups from print, packaging or in-store signs | | Shareable Subscribe Link Form | A link you can post in a bio, an email signature or a chat | | Social Opt-in Form | Signups from your social channels | | QR Generator Form | A QR code for receipts, tables, events and shelves | ## Ask only what matters Every extra field costs signups. Ask for the minimum now (an email address, or a phone number for texts), and learn more over time. Answers you do collect, like a favorite product type or a birthday, are saved to the customer record, so you can use them as segment conditions later. ## Word consent plainly Email and text permission are separate. A customer who gives you their email hasn't agreed to texts, and SmartyTap sends each channel only to people who agreed to it. * Say what they will get and roughly how often ("about two texts a month: new drops and early access"). * For texts, say that message and data rates may apply and that they can reply STOP to opt out or HELP for help. * Link your privacy policy and terms next to the button. * Never pre-tick a consent box. * Keep email and text consent as separate choices. Text signups are confirmed SmartyTap supports double opt-in for texts: a new number gets a confirmation text, and joins your text list once they confirm. It proves the number belongs to the person who signed up. ## After someone signs up * **They join your audience.** They appear in **SmartyTap > Audience > Contacts** with their consent saved. * **Group them.** Build a segment on **List membership**, consent or the answers they gave. See [Segments](https://chargezen.com/docs/smartytap/audience/segments). * **Welcome them.** Send a welcome email or text while they're still interested. See [Anatomy of a flow](https://chargezen.com/docs/smartytap/flows). ## FAQ ### Where should my popup appear? On pages where people are already interested, like product and collection pages. Give visitors a few seconds before it opens, and don't show it again to someone who closed it. ### Do I need a discount to get signups? No. Early access, restock alerts and a useful guide also work, and they don't train customers to wait for a code. ### Is this legal advice? No. Texting rules differ by country and state. Check the rules where your customers live, or ask a lawyer. ## Related **Guides** * [Segments](https://chargezen.com/docs/smartytap/audience/segments) * [Preference center](https://chargezen.com/docs/smartytap/audience/preference-center) * [Anatomy of a flow](https://chargezen.com/docs/smartytap/flows) **On the product page** * [Signup forms that grow your list and your sales](https://chargezen.com/smartytap/forms) * [SMS compliance](https://chargezen.com/smartytap/sms-compliance) **Learn more** * [What is SMS opt-in?](https://chargezen.com/glossary/sms-opt-in) * [SMS list growth](https://chargezen.com/glossary/sms-list-growth) * [What is an SMS keyword?](https://chargezen.com/glossary/sms-keyword) ### Related Articles [ #### Segments Group new subscribers by what they told you ](https://chargezen.com/docs/smartytap/audience/segments)[ #### Preference center Where subscribers change their mind ](https://chargezen.com/docs/smartytap/audience/preference-center)[ #### Anatomy of a flow Follow up with every new subscriber ](https://chargezen.com/docs/smartytap/flows) Was this page helpful? Need more help? [Contact support](https://chargezen.com/docs/checkoutos/troubleshooting/support)