How to Segment Customers After they Complete a Sign-Up Form

1. Navigate to the Sign-Up Form Section

From the left-hand menu, click on Marketing. 

Then, under Front of house / Website, select Forms.

2. Create or Edit a Sign-Up Form

1. Choose an existing form from the list or click the Create New Form icon to create a new one.

1. Fill in the form details:
   • Form Name – e.g. Newsletter Sign-Up or Enquiry Form
   • Brand Kit – Select the brand this form will use
   • Questions – Add fields like Email, First Name, Last Name
   • Venues – Select one or more venues the form relates to
   • Terms & Conditions – Toggle to show if required, and paste your custom copy
   • Opt-In Checkbox – Toggle to include explicit opt-in
   • Custom Button Text – Set what the submit button says (e.g. Subscribe, Enquire)
   • Tags – Add or create a tag (e.g. newsletter, enquiry) to segment customers
   • Redirect URL – Optional: add a URL to redirect users after form submission
   • Send to Inbox – Tick this to send form responses to your Stampede Inbox
2. Once complete, click Create Form.

3. Add Custom Questions and Embed the Form

After your form is created, you'll be given two options to place the form on your website or link to it directly:

‼️Please note this is an example only

1. Standalone URL – Use this link in buttons or menus on your website:
   https://forms.stampede.ai/220f16fb-dac9-416a-b1e9-e0c0a9ac151c
2. Website Snippet – Use this to embed the form directly into a webpage:

   <script src="https://assets.stampede.ai/js/iframeResizer.min.js"></script>
   <iframe src="https://forms.stampede.ai/220f16fb-dac9-416a-b1e9-e0c0a9ac151c"
         title="forms-page"  
         style="border:0px #ffffff none;"
         height="450px" 
         name="form-embed"
         scrolling="no"
         frameborder="0"
         width="100%"
         allowfullscreen
         id="stampede-form-widget"
         onload="iFrameResize({ log: true, inPageLinks: true,  heightCalculationMethod: 'bodyScroll' }, '#stampede-form-widget')"
   ></iframe>
   

Just copy and paste the code where needed or use the link for a quick standalone form.

4. Create an Audience from the Tag

1. Return to Marketing, then click on Ideas from the main screen.
2. Scroll to the Ideas section.
3. Locate the tag used in your form setup.
4. Click the plus (+) icon next to the tag to create a new segment.

This will now be a dynamic audience that updates as people submit your form.

Return to Marketing, then click on Ideas from the main screen.
Once you've added the segment from Ideas, it will appear on your dashboard—feel free to update the name or emoji to keep things organised and fun!

5. Use the Audience in Campaigns

You can now use your new audience when sending out email campaigns. The list will automatically grow as more people fill out the form.

Pro Tips: Segmenting Customers After a Sign-Up Form

• Keep tags simple and meaningful – Use clear tags like newsletter, birthday-club, or event-interest to make segmentation easy to manage.
• Use emojis in segment names – A little 👀 or ✉️ makes segments easier to spot and adds some fun to your dashboard!
• Test your form – Fill it out yourself first to make sure the tag is applied and the segment updates correctly.
• Use multiple tags if needed – You can add more than one tag to a form if you'd like customers to join multiple segments automatically.
• Name your segments clearly – So future you (or your teammates) always know what they’re for.