How to manage Sendlane Forms’ activation status

Overview

Sendlane Forms can be published as soon as you’re finished creating them, saved as drafts to be activated later, or scheduled to activate for a specified period of time. Read on to learn how to activate, draft, schedule, and pause Sendlane Forms.

In this guide

• Activate a form
• Set a form to draft status
• Set a schedule for a Sendlane Form
• Edit a Sendlane Form’s schedule

Activate a form

When you set a form to “live,” it is activated and visible on your website if the code has already been installed.

Live forms will remain visible on your website unless you deactivate the form by setting it to draft status or scheduling an end date, or remove the form’s code from your website.

To activate a new form:

1. On the Summary page, under Activation Options, select the Live radio button
2. Click Done

To activate an existing form:

1. Click the Forms icon
2. In the Actions column, click the edit icon
3. Click Design
4. Click Summary
5. Under Activation Options, select the Live radio button
6. Click Done

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Set a form to draft status

When you save a form as a draft, it is not activated and is not visible on your website if the code has already been installed.

To save a new form as a draft:

1. On the Summary page, under Activation Options, select the Save as Draft radio button
2. Click Done

To activate an existing form:

1. Click the Forms icon
2. In the Actions column, click the edit icon
3. Click Design
4. Click Summary
5. Under Activation Options, select the Live radio button
6. Click Done

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Set a schedule for a Sendlane Form

When you set a schedule for a form, it is activated and will be visible on your website for the duration of the scheduled period if the code has already been installed.

To set a schedule for a new Sendlane Form:

1. On the Summary page, under Activation Options, select the Schedule radio button
2. Select a time zone for your schedule
3. Under Start showing, set the date and time you want your form to start being visible on your website
4. If you’d like to set an end date for your form’s visibility schedule, click the Stop showing checkbox and set the date and time you want your form to stop being visible on your website
5. Click Schedule

To set a schedule for an existing Sendlane Form:

1. Click the Forms icon
2. In the Actions column, click the edit icon
3. Click Design
4. Click Summary
5. Under Activation Options, select the Save as Draft radio button
6. Select a time zone for your schedule
7. Under Start showing, set the date and time you want your form to start being visible on your website
8. If you’d like to set an end date for your form’s visibility schedule, click the Stop showing checkbox and set the date and time you want your form to stop being visible on your website
9. Click Schedule

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Edit a Sendlane Form’s schedule

To edit a form’s existing schedule:

1. Click the Forms icon
2. In the Actions column, click the edit icon
3. Click Design
4. Click Summary
5. Make your desired changes to your form’s time zone, start showing date and time, or stop showing date and time
6. Click Schedule

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