# Forms and automations on your phone

Forms and automations on your phone: make a sign-up form, share its link or QR code, read submissions, and start, build and turn on automations.

A sign-up form brings new people in, and an automation greets and follows them up, so the two often go
together. Both are under **Your tools** and **Create** on Home.

## Make a sign-up form

1. On Home, tap **Sign-up Form** under **Create**, or **New sign-up form** in Forms.
2. Write the **headline** (such as *Join our list*), a line or two for the page, and the
  button's words (such as *Sign me up*).
3. Choose whether to **ask for their first name**, and a list to add them to. A list with double opt-in asks them to confirm by email first.
4. Give it a name only your team sees, and tap **Create**.

The form is a hosted page: you don't need a website. To change its design, or embed it on your site, use
the form builder on the web (see [Forms](https://sendbeam.io/docs/forms)).

## Share it

**Share Form** (or **Share Link or QR Code** on a form) gets you sign-ups. Anyone
who fills it in joins your contacts.

- **Link** — **Copy** it, **Share the Link** to any app, or **See the Form**.
- **QR Code** — for a poster, a counter or a slide. Point a phone's camera at it to open the form. **Share QR Code** saves or sends it as an image.

## Forms and submissions

**Forms** lists every form with its submissions and views, and whether it's active or off.
Open one to see its submissions, views and conversion, and its recent submissions. Tap a submission to read
what was sent; for a contact form, **Reply by Email** answers it from your mail app.

## Start an automation

Tap **Automation** under **Create** on Home, or **New automation** in
Automations. Nothing sends until you turn it on. Start from:

- **A recipe** — ready-made automations, such as a welcome series (three emails over a week),
  an email on each birthday, reminders before a date, a check-in with quiet contacts, a thank-you after
  someone buys, or a follow-up to form sign-ups. **Read More** says how it works. Answer its
  few questions (which list, which form, which tag) and tap **Create**.
- **Build Your Own** — choose each step yourself.
- **Ask the Assistant** — describe it and get a draft. See [The Assistant](#the-assistant).

## Build your own

1. Choose what **starts** it: someone new is added, someone fills in a form, someone joins a list,
  or someone gets a tag. Then pick which form, list or tag, or any.
2. Add steps with **Add a Step**: **Send an Email** (a subject and the words; a blank
  line starts a new paragraph), **Wait** (hours, days or weeks, from 1 hour to a year),
  **Add a Tag**, **Remove a Tag** or **Add to a List**.
3. Use a step's menu to move it up or down, or remove it.
4. Name it and tap **Create**. It's made switched off.

Branches, webhooks and the other advanced steps are built on the web (see
[Building automations](https://sendbeam.io/docs/automations/building)). An automation made there opens in the app
with all its steps, and you can turn it on or pause it from the phone.

## Turn it on

Open the automation and tap **Turn On**. The app asks you to confirm: from then on it sends to
contacts who meet its trigger. If something has to be fixed first, the app lists it under
**Before it can turn on**. **Pause Automation** stops it again.

The **Automations** list shows each one as Active, Paused or Draft, and marks one that needs
attention, for example when its trigger needs fixing on the web.

## The Assistant

The **Assistant** (under **Create** on Home) makes things from a sentence. Choose
what to make, or leave it on **Anything**:

- **An email** — such as *Tell my newsletter list about our summer sale*.
- **An automation** — such as *Welcome new subscribers with three emails*.
- **A segment** — such as *People who opened but never clicked*. It shows how many match now.

You see a draft before anything is saved. Reply to change it, or tap **Create Draft** to save it.
Emails and automations are saved as drafts; segments open on the web after saving. The Assistant needs
writing with AI to be on for the workspace.

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Source: https://sendbeam.io/docs/mobile/forms-and-automations