How do forms work in Hotmart Send and how to use them?
Hotmart Send forms are used to capture visitor information and automatically store this data in your contact base. Through them, you can define which information will be collected, which tags will be applied to leads, and how the subscription process will work.
In this article, you’ll learn what Hotmart Send forms are, how they work, how to create and configure them, as well as the available confirmation types and how to use forms on Hotmart pages or external pages.
What are Hotmart Send forms and how do they work?
Hotmart Send forms are the feature responsible for connecting capture pages to the platform, allowing the data filled out by visitors to be automatically recorded in your account. With a form, you can:
Define which information you want to collect, such as name and email.
Choose the tags that will be applied to contacts at the time of registration.
Configure how the subscription confirmation will work.
Direct the lead to confirmation pages or specific content.
When a visitor fills out a form, they submit their information, which becomes part of your Hotmart Send base. From that point on, the contact can automatically receive tags, enter automation flows, receive campaigns according to defined criteria, and be segmented based on behavior or source.
The path a lead will follow after signing up depends on the form settings, especially the selected confirmation type.
In the side menu, click Marketing and then Email marketing.
Inside the Hotmart Send environment, select Forms in the left side menu.
Click the New form button.
Set a name for your form, which will be used only for internal organization and will not be displayed to leads.
Select or create the tag that will be assigned to contacts who subscribe through the form.
Then, choose the confirmation type (single or double):
Single opt-in: as soon as the lead fills out the form, the subscription is confirmed. When choosing this option, you will only define the confirmation page shown after the form submission.
Two-steps Verification: after filling out the form, the lead must confirm their subscription via email. When choosing this option, you will configure two pages: the pending page (shown after form submission) and the confirmation page (shown after the lead confirms their registration).
If you want to use HotLeads, enable the affiliate sharing option. To learn more about HotLeads, see this article.
Next, define your form fields. The email field is required, while the other fields are customizable: you can edit, remove, reorder, or add new fields as needed.
In Confirmation settings, you can:
Enable invisible CAPTCHA to prevent automated submissions.
Enable the General Data Protection Law (LGPD) notice.
Once finished, click Save.
After that, you can use the form on your pages, and Hotmart Send will automatically record the data of subscribed leads.
❯ What is the difference between single opt-in and two-steps verification types?
When creating a form, you can choose between single or double confirmation. This choice directly impacts the subscription flow and the quality of your contact base.
With single opt-in, the lead is added to the base immediately after submitting the form. Then, they can be directed to a confirmation page or a content access page. This model is recommended for immediate communication and strategies that prioritize a higher volume of sign-ups.
With two-steps verification, after filling out the form, the lead receives an email with a confirmation link, and the registration is only completed after clicking that link. This model helps ensure that the provided email is valid and that the contact has genuine interest in the content.
The choice of confirmation type depends on your strategy goals. Regardless of the option selected, it’s important to keep your list up to date and follow best practices for consent and data privacy.
Frequently Asked Questions
❯ How do I add a form to my Hotmart Pages page?
To add a Hotmart Send form to a page created in Hotmart Pages, you need to insert the form element directly in the page editor. To do this:
In the Hotmart Pages environment, select My pages in the left side menu.
Choose the desired page and click Edit, or create a new page.
In the editor, click the + icon to add structures and elements.
Select the Hotmart Send Form element and drag it to the desired location on the page.
Click on the inserted form and select the option to configure it.
Then, choose the form you want to use on your page.
Changes are automatically saved as a draft. To make the form available to the public, you must publish the page.
You can also add more than one form to the same page, depending on your strategy needs.
Important: if you make changes to the form in Hotmart Send, you need to update it on the Hotmart Pages page and publish it again for the changes to take effect.
❯ How do I add a form to my external page?
In addition to pages created in Hotmart Pages, Hotmart Send forms can be used on external pages that allow HTML code insertion. To do this:
On the Forms page, locate the form you want.
Then click the three-dot menu and select the View code option.
In the pop-up displayed, copy the form code.
Next, access your page builder platform and paste the content into the field for HTML insertion, following the instructions of the platform you are using.
❯ Can I use the same form on more than one page?
Yes. The same Hotmart Send form can be used on different pages, both in Hotmart Pages and on external pages, as long as the platform allows form insertion.
All registrations made through this form will follow the same defined settings, such as tags, confirmation type, and redirect pages.
❯ Can I edit a form after it has been created?
Yes. Forms can be edited at any time in Hotmart Send.
When you make changes, such as updating fields, tags, or the confirmation type, the new settings will apply to future registrations. If the form is embedded in Hotmart Pages pages, you must update and republish the page to apply the changes.
❯ Does the form work with Hotmart Send Automations?
Yes. Tags applied through forms can be used as triggers for Automations.
This means that when a lead signs up through a form and receives a specific tag, they can automatically enter an email flow or other actions configured in Hotmart Send. To learn more about Automations, see this article.
❯ Can I change the confirmation type of a form after it’s created?
Yes. You can change the confirmation type (single or two-steps) of an existing form. When you make this change, the new confirmation type will apply only to registrations made from that moment on. Leads who signed up previously are not affected by the change.
❯ What needs to be configured for two-stepsconfirmation?
With two-steps confirmation, a lead’s registration is only completed after email validation. For this, you need to configure:
The pending subscription page, displayed right after the form is submitted.
The subscription confirmation page, displayed after the confirmation link is clicked.
Both can be default Hotmart Send pages or custom URLs.
You also need to configure the confirmation email, defining the sender, reply-to email, subject, preview text, and the email content. The email must include the confirmation link, inserted using the Insert confirmation link option. This link contains a required parameter to validate the lead’s registration.
Before finishing, you can send a test email to preview how the message will be displayed.
❯ How do I change the confirmation link text in the two-steps confirmation email?
To customize the text displayed in the confirmation link, go to the Confirmation email step of the form. Then, delete the default text (Confirm your registration), type the desired new text, select it, and click Insert confirmation link.
Important: the link must be inserted exclusively using the Insert confirmation link option. It is not recommended to paste the URL manually. The confirmation page links are defined in the form settings, not directly in the email body.
❯ How do I resend the double confirmation email?
When there are leads with pending subscriptions, you can manually resend the confirmation email individually. To do this:
Go to Contacts > All leads in Hotmart Send.
Use the Subscription status filter and select Pending.
Find the desired lead and click Resend confirmation email.
The email can be resent up to three times for leads who have not opened the confirmation email. If the lead has already opened the email but has not clicked the confirmation link, the resend will not be performed.
❯ What happens if a lead signs up more than once using the same form?
If a contact tries to sign up again using the same email, Hotmart Send recognizes that email as already existing in the database. In this case, the lead is not duplicated. The tags configured in the form can still be applied as defined, but the contact’s core data remains unified.
