Create a campaign form
Last updated 29 April 2026
Campaign forms in Money Alive Office let you reuse a single template across multiple campaigns and track how many viewers sign up via each one.
Steps
Open Marketing — select Marketing in the left-hand menu, then choose Campaign forms.
Start a new form — click New in the top right.
Fill in the form details — pick a template, give the form a name and add any tags you want applied to sign-ups.
Save — your new form is now available in the campaign forms list.
Reference
| Field | Purpose |
|---|---|
| Form template | The webform used as the basis for this campaign form. Templates cover each box set plus extras and are listed under Web forms. |
| Form name | Internal label shown in the campaign forms list. Not visible to clients. Editable later via the options menu under Settings > Name and tags. |
| Assign tags to clients | Tags applied automatically to anyone who signs up via this form. Useful for filtering reports later. |