> ## Documentation Index
> Fetch the complete documentation index at: https://help.retainful.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Form use cases

> The signup forms worth building first — what each form type is best at, and the offer that makes it convert.

A signup form is only as good as the moment it appears and the reason it gives someone to enter their email. Each [form type](/forms/overview#form-types) is built for a different moment in the visit. Here are the most popular use cases, the type to reach for, and how to set each one up.

<Tip>
  Whatever you build, connect it to a [list](/audience/lists) that triggers a [welcome series](/automations/use-cases/welcome-series). Capturing the email is half the job — the automation turns it into a sale.
</Tip>

## Welcome discount popup

**The bread-and-butter list builder.** A timed popup offers first-time visitors a discount in exchange for their email — the highest-volume way most stores grow their list.

|                   |                                                               |
| ----------------- | ------------------------------------------------------------- |
| **Form type**     | Welcome Popup                                                 |
| **When it shows** | A few seconds after landing, or after scrolling part-way down |
| **The offer**     | "Get 10% off your first order" + a coupon revealed on signup  |

<Steps>
  <Step title="Create the form">
    In **Signup Forms → Create form**, pick the **Welcome Popup** type.
  </Step>

  <Step title="Lead with the value">
    Headline the *benefit* — "Get 10% off your first order" converts far better than "Subscribe to our newsletter." Ask for email only; every extra field lowers signups.
  </Step>

  <Step title="Attach the discount">
    Reveal a coupon on the success screen. A welcome discount routinely doubles signup rates.
  </Step>

  <Step title="Set the trigger">
    Show after \~5 seconds or at 30–50% scroll, so it appears once a visitor is engaged. See [Display rules](/forms/display-rules).
  </Step>
</Steps>

## Exit-intent offer

**A last word before they leave.** An exit-intent form appears the moment a visitor moves to close the tab or hit back — a final chance to capture an email or save a sale, without interrupting anyone who's still browsing.

|                   |                                                 |
| ----------------- | ----------------------------------------------- |
| **Form type**     | Exit-Intent                                     |
| **When it shows** | As the cursor moves to leave the page (desktop) |
| **The offer**     | "Wait — here's 10% off before you go"           |

* Best for visitors who didn't bite on the welcome popup. Because it only fires on *exit*, it never gets in the way of an active shopper.
* Pair a slightly stronger or more urgent offer here — this is the goodbye, so make it count.
* Exit-intent detection is a desktop behavior; on mobile, lean on the welcome popup and add-to-cart forms instead.

## Email capture on add-to-cart

**Get the email before they reach checkout.** When a shopper adds an item but hasn't entered checkout yet, an add-to-cart form captures their email — so your [abandoned cart recovery](/automations/abandoned-cart-recovery) can reach them even if they never start checkout.

|                   |                                                  |
| ----------------- | ------------------------------------------------ |
| **Form type**     | Add-to-Cart                                      |
| **When it shows** | Right after a shopper adds an item to their cart |
| **The offer**     | "Save your cart — and get 10% off"               |

<Note>
  This is the form that quietly makes cart recovery work harder. Recovery email requires an email address; many shoppers add to cart but bail before the checkout step where they'd normally type it. Capturing it here closes that gap.
</Note>

## Embedded newsletter signup

**Always-on, never interrupting.** An embedded form sits inline in your page — a footer, a blog post, a landing page — so interested visitors can subscribe anytime without a popup ever appearing.

|                    |                                                     |
| ------------------ | --------------------------------------------------- |
| **Form type**      | Embed                                               |
| **Where it lives** | Inline in your content — footer, blog, landing page |
| **The offer**      | "Join our list for new arrivals and offers"         |

* Ideal for content pages and footers where a popup would feel heavy-handed.
* Runs alongside your popups, not instead of them — a visitor who dismisses the popup can still subscribe from the footer.
* Embedded forms don't use show-triggers; they're simply part of the page.

## "Notify me" back-in-stock waitlist

**Capture demand for sold-out products.** On an out-of-stock product page, a form lets shoppers ask to be told when it returns — feeding the [back-in-stock automation](/automations/use-cases/back-in-stock).

|                   |                                                |
| ----------------- | ---------------------------------------------- |
| **Form type**     | Welcome Popup or Embed, on out-of-stock pages  |
| **When it shows** | On product pages where the item is unavailable |
| **The offer**     | "Email me when this is back"                   |

* Point this form at a product-specific [list](/audience/lists) so the restock alert reaches exactly the right people.
* This turns a dead end ("sold out") into recovered revenue the moment you restock.

## Choosing between them

| Your goal                              | Use                                                                      |
| -------------------------------------- | ------------------------------------------------------------------------ |
| Grow the list at scale                 | **Welcome Popup** with a first-order discount                            |
| Save visitors about to leave           | **Exit-Intent** offer                                                    |
| Make cart recovery reach more shoppers | **Add-to-Cart** email capture                                            |
| Subscribe without interrupting         | **Embed** in footer / content                                            |
| Capture demand for sold-out items      | "Notify me" form → [back in stock](/automations/use-cases/back-in-stock) |

<Check>
  You can run several of these at once. A typical setup: a welcome popup for new visitors, an add-to-cart form to feed cart recovery, and an embedded form in the footer — each catching a different moment. Use [display rules](/forms/display-rules) to keep them from competing on the same page view.
</Check>

## Next steps

<Columns cols={3}>
  <Card title="Create a form" icon="square-plus" href="/forms/create-a-form">
    Build any of these, step by step.
  </Card>

  <Card title="Display rules" icon="crosshairs" href="/forms/display-rules">
    Control when, where, and to whom each form appears.
  </Card>

  <Card title="Welcome series" icon="envelope-open-text" href="/automations/use-cases/welcome-series">
    The automation that converts new subscribers into buyers.
  </Card>
</Columns>
