Create a WordPress opt-in form

Complete this process after connecting your Infusionsoft account to your WordPress website.

Next, follow the steps below to create a new WordPress opt-in form. Alternatively, you can import an existing opt-in form from another user by clicking the Import & Export menu option to get started.

 Create a WordPress opt-in form 

  1. Click on the Infusionsoft link to expand the sidebar and click Opt-in Forms.

  2. Click the New Opt-In button on the top right corner of the page.

  3. Choose an opt-in form.

    • Pop Up Opt-In Form: Prompt your visitors to opt in without annoying them. You can set Infusionsoft's Opt-In Forms to appear automatically after a specific amount of time, after visitors reach a particular point on your page, or after visitors leave a comment or make a purchase.

    • Fly In Opt-In Form: The slide-in form is the pop-up’s smooth, subtle cousin. It slides in at the bottom of your visitor’s screen and can be set to appear after a specific time or at a specific point on the page.

    • Widget Opt-In Form: Use widget forms to create attractive opt-in forms for your sidebar, footer, or any other widget-friendly areas on your site.

    • Locked Content Opt-In Form: Offering valuable content in exchange for an email address is one of the most effective ways to grow your email list. Protected content forms allow you to offer content your visitors can unlock by opting in.  Locked content is placed between [inf_infusionsoft_locked optin_id="optin_#"] and [/inf_infusionsoft_locked]

    • Below Post Opt-In Form: Use Below Content forms to place an opt-in opportunity at the end of your blog posts or pages. Visitors who have read an entire post are highly engaged, so this is an effective way to turn that engagement into a conversion.

    • Inline Opt-In Form: Use inline forms to insert an opt-in form in the middle of a blog post, rather than the end. You can display these forms virtually anywhere you’d like on any post or page on your website.

    • Notification/Opt-In Bar: Increase your opt-ins, announce your promotions, and drive traffic to the pages of your choice with our attention grabbing top-of-page banner.

  4. Enter a name for your opt-in form and click the Next: Design button to advance to styling your opt-in form or click the Save & Exit button to save the opt-in and return later to edit the design & display settings.

  5. Choose a form layout, then click the Next: Customize button at the bottom.

  6. Choose a template. You can alter the colors after selecting a template.

  7. Click the Next: Customize button.

  8. Here you can add first name, last name and email address. Email Address is always required.

  9. Click the Preview button at the top right of the page to view your design progress.

  10. Click the Next: Display button to customize more elements.

  11. Select where to display the opt-in form. The fields below these check-boxes are dynamic according to which display options you choose.
    • Everywhere on site
    • The home page
    • Archives page
    • Certain page or post categories
    • With specified shortcode tags
    • Specified pages
    • Specified posts

  12. Once you have customized the above settings, you have completed the form setup process! To finalize, click the Save & Exit button at the bottom of the Display Settings tab. After successfully customizing your opt-in form, the Opt-In Forms tab displays your new form in the list of opt-in forms. 

Next steps, these are both optional: Landing Pages - WordPress Plugin, and Campaign Goals - Wordpress Opt-in.