Marketing Forms

The Forms tab in Marketing is where you manage how visitors join your list — a first-visit popup, plus every Form section already on a property or group page.

Open it from Host Dashboard → Marketing → Forms, or go to /host?tab=guests&marketingSub=forms.

First-visit popup

A quiet overlay the first time someone lands on a property or group page. They can leave an email and, with consent, join the same Audience you email from.

Create a popup

1. Open Marketing → Forms.
2. Click Create popup.
3. If you have both property and multi-unit sites, choose property sites or multi-unit sites.
4. Choose all sites of that kind or one site. If you only have one site of that kind, Haven skips this step.
5. Optionally offer a discount (percent, code, and label). You can change this later in the editor.
6. Choose how contacts are saved — Guest or Owner — and optional tags stamped onto everyone this popup captures.
7. The editor opens. The left sidebar is the visitor flow — Welcome, Email capture, Phone capture, and Confirmation. Click a step to edit that page’s headline and buttons on the right. Style and Discount stay available on every step. Click Save when you are done.
8. Back on Marketing → Forms, turn the popup on when you want visitors to see it. Turn it off to hide it, or Delete to remove it.

A site-specific popup beats an all-sites popup on that page. You can have at most one all-sites popup per kind, and at most one popup per individual site.

What visitors see

1. Welcome — your logo, headline, claim button, and dismiss button, with a photo along the bottom.
2. Email capture — your headline and continue button, plus email (required). A short disclosure sits above the field. Continuing opts them into email marketing.
3. Phone capture — your headline, optional body, submit and skip buttons, plus optional phone and WhatsApp numbers. They can skip. A text-message disclosure sits above the fields. Submitting a number opts that channel in — there is no checkbox.
4. Confirmation — your headline, optional body, and done button. If you attached a discount, they see the code with a Copy button. Haven emails the code.

Typography, colors, logo, and the bottom image inherit from the site they opened. Colors, logo, and the bottom image stay that way until you override them in Style — typography always follows the listing. On an all-sites popup, the editor preview can switch which site’s brand it inherits.

How often it shows

The popup shows once per visitor per your account, on that domain. Dismissing or submitting sets a cookie so they do not see another popup from you on the same domain — including if both a group page and a property page have one.

Custom domains cannot share that cookie with your Haven domain. A visitor who sees it on one domain may see it again on the other.

It does not show to you on your own site, inside the site editor preview, or to a signed-in visitor who is already on your Audience.

Discount and consent

A discount is optional — you can set it in the create wizard or later in the editor. For one site you can attach an existing code or write a percent and code. For all sites, store a percent and code on the popup; Haven creates the code on the site they submitted from when they claim.

Contacts from the popup land as the Guest or Owner type you chose at create, with any tags you added. A person already on your Audience keeps their type; new tags merge onto them.

The code is still delivered if they skip the phone step. Skip leaves SMS and WhatsApp transactional-only. Continuing the email step opts Email Marketing in. Submitting a phone or WhatsApp number opts that channel in on your Audience. List SMS and WhatsApp are stored on your list for that person. They are not the account-wide Haven reservation-SMS flag guests see at checkout.

Page forms

Every Form section you have added on a property or group page appears here. Add a new one from Marketing → Forms:

1. Click Embed a form.
2. Choose the property or multi-unit site. Haven opens that site’s editor.
3. Open Page Content, click Add section, and choose Form.
4. Pick a guest list, owner, or contact template — or start from scratch.

Each page keeps its own submissions. A form that writes to the CRM needs a marketing consent checkbox; only a checked box adds the submitter to Audience.

Related Articles

• Guest CRM Overview
• Marketing Hub Overview
• Guest Communication