ℹ️ Who this tutorial is for

A signup page is a standalone web page with its own URL that helps you grow your custom email lists. Peptalkr hosts it for you—no technical setup required. Share it on social media, add it to your website, or include the link in your email signature.

⚠️ Important: Signup pages are ONLY for custom lists, not your automatic Patients list. Your Patients list syncs automatically with Cliniko—don't add people to it manually.

New to signup forms? Start by reading about signup forms first, then come back here for the step-by-step guide.

What you'll learn:

How to create your first signup page
How to make it look professional and on-brand
Where to find your page's link to share it

Step 1: Create your signup page

In the email manager, go to Lists & Subscribers, then click on the relevant custm list name.
Click Signup form builder in the left menu.

If your list already contains one or more signup forms, the most recently saved form will be loaded. To switch to editing your list’s signup page, click Select form type. In the dialog that appears, choose Signup page, then click Select.

Step 2: Choose a starting point for your signup page

When creating a signup page via the signup forms page you will be presented with the following options:

Start from scratch – Begin with a traditional signup page design featuring minimal styling and customisation.
Use a template – Choose from predesigned themes that include placeholder text and images as a starting point.

If you see a banner on the ‘Create a signup form’ page informing you that the list already has one or more signup forms, you can either click Continue to proceed or select a different list to create your signup page before clicking Continue.

If you proceed after seeing the banner and a predesigned signup page loads, it means a signup page has already been saved for the selected list. Only one signup page can exist per list, so any changes you save will update the existing design.

If a different form type loads, click Select form type to switch to your list’s signup page.

Using a template

In the ‘Select how to create your signup form’ dialog, select Use a template
On the ‘Create a signup form’ screen, select a list, click Continue. Templates are currently only available for signup pages, so you won’t be able to select a different form type.
On the ‘Select a template’ screen, click Select to choose a template.

If you see a banner on the ‘Create a signup form’ screen informing you that the list already has one or more signup forms, and you proceed, your existing signup page will be updated to use the selected template. Any custom text on your signup page will remain unchanged. If you have a header image, it will also remain unchanged unless the selected template includes its own header image, in which case your header image will be replaced.

If you don’t have an existing signup page saved but still see the banner, it means you have a pop-up or embedded form saved for the list. These form types will not be affected when you create a new signup page from a template.

Adding fields to your signup form

By default, your page asks for Name and Email. Here's how to add more fields or change the order:

To add a new field:

Click the Form tab
Click Add new field
Choose your field type (text, dropdown, checkbox, etc.)
Give it a name
Tick Required if people must fill it out

To rearrange fields: Just drag and drop them in the order you want.

To edit existing fields: Click on any field to edit its name or make it required/optional.

Step 2: Tailor the design of your signup page

Peptalkr’s signup page builder lets you tailor the look and feel of your form to suit your brand.

Before you start styling, ensure you've added all the important content people will see:

👉🏻 Add your headline This is the first thing people see. Make it clear what they're signing up for. Example: "Join our newsletter for health tips and special offers"

👉🏻 Add a description (optional) Add extra details if needed—but keep it short. Example: "Get monthly wellness tips and be the first to know about our promotions."

👉🏻 Customize the button text The default is "Subscribe"—but you can change it to something like "Count me in!" or "Sign me up"

👉🏻 Write a success message This appears after someone signs up. Keep it friendly! Example: "Thanks for signing up! Check your inbox for a welcome email."

There are plenty of options to customise the colours, images, text and more! You can preview changes as you go (note: previewing your form and submitting data won’t actually add to your custom list - it's just a test).

Layout and design options

What you want to customise	Where to find it	What it does
Form layout	Form tab > Page	Choose between simple (single) or side-by-side (split) layout
Background colour or image	Form tab > Background	Add your brand colors or a background photo
Logo	Form tab > Header image	Add your clinic logo at the top
Headline text	Form tab > Heading	Change the main text people see first
Description text	Form tab > Description	Add extra details under your headline
Submit button	Form tab > Button	Change button text, color, and style
Form fields	Form tab > Fields	Change field colors and appearance
Success message	Success Page tab	What people see after they sign up

Success page settings

Under the Success Page tab, customise the confirmation message that appears once someone submits your form. You can edit the heading, message body, and all styling.

Please note that custom success pages are not compatible with signup page. You must use the embedded form method in that case.

Step 3: Share your signup page

Once you’ve finished customising your signup page, click Save. In the dialog that appears, you can click the link to your form or use the Copy link button to share it. You can also scan the QR code to access your form, or click Download QR code to save it for easy offline sharing.

Subscribers who use this link or QR code will be added directly to your list.

Further changes you make will not appear on the signup page until you save again. If you want to get the link or QR code for your signup page without saving changes, click the overflow menu (three dots) and select Share.

Advanced options

Let people join multiple lists at once

Want one signup page to add people to multiple lists? You can do that.

Under the Form tab, look for Opting into multiple lists
Select the additional lists you want
Click Save

⚠️ Important: All selected lists must use the same opt-in setting (either all confirmed opt-in or all single opt-in). If you use confirmed opt-in, subscribers will get one combined confirmation email for all lists.

Add permission checkboxes

You can add checkboxes for email and tracking permissions. This helps with compliance and gives people control.

Under the Form tab, go to Options
Toggle on the permissions you want to include
Add links to your Privacy Policy and Cookie Policy if you have them

Choose the language

You can change the form's language, which updates default labels like "Name" and "Email" plus error messages.

To update the rest:

Custom field labels: Edit these via the list’s Custom Fields section.
Editable form text: Update headings, descriptions, and checkbox labels manually.
Verification emails: For confirmed opt-in lists, update the verification message via List Settings > Subscribe Options > Edit Confirmed Opt-in Email.

FAQs

Where do I find my signup page's link?

Click the Share button at the top of the form builder. This copies your page's unique URL and shows you a QR code—share it anywhere!

Can I customise the thank-you page people see after signing up?

Yes, but only the built-in success page. If you need a fully custom thank-you page (hosted on your own website), you'll need to use an embedded form instead.

Why can't I use signup pages with my Patients list?

Your Patients list syncs automatically with Cliniko. Adding people manually would create confusion and conflicting records. Signup pages are only for custom lists.

I'm editing an old form and seeing an "upgrade" prompt—what's this?

We've improved the signup page builder with better layout options. If you're editing an older form, follow the prompts to upgrade it:

Review the preview carefully
Check that everything looks correct
Make any tweaks you need
Click Save to apply the new layout

Do submissions go straight to my list?

Yes! Anyone who fills out your signup page is automatically added to the list you connected it to.

Creating a signup page for your custom list of subscribers