Manage your WordPress opt-in forms

It's a good idea to keep an eye on the performance of your opt-in forms by periodically reviewing WordPress opt-in form statistics

Additionally, you can manage other aspects of your Wordpress opt-in forms. 

  1. In Wordpress, click on the Infusionsoft link to expand the sidebar and click Opt-in Forms.

  2. Click on Opt-In Forms in the sidebar menu.

  3. Options here include:  
    • View all opt-in forms (active and inactive)
    • View high-level statistics
    • Create new opt-in forms
    • A/B test two opt-in forms
    • Deactivate forms
    • Duplicate forms
    • Delete forms
    • Make changes to forms


Q: Why isn't the opt-in form showing up correctly on the WordPress site?
A: Most often, this is solved by checking the opt-in form settings in the the WordPress site. You can contact Keap Support for assistance or review the steps below. 

  1. Login to WordPress and click on the Infusionsoft Plug-in located on the bottom left side of the WordPress navigation bar.

  2. Check the Active Opt-in Forms area which shows all valid forms that are currently active.

  3. Click on the Gear located to the far right of the Active Opt-in Form's menu to view how the form is set up. If you don't see the form in the Active Opt-in Forms area, check the Inactive Opt-In Forms because it might have been accidentally set to inactive.

  4. If that didn't solve it, click the Display Settings tab at the top of the the Opt-in form's controls. This tab holds the controls for where the form shows up on the web site. 

  5. Check the Display and Timing Settings section to see if any of the settings are in conflict with the pop-up form.

  6. If that didn't solve it, look at the delay in seconds. A long delay might cause the pop-up to not engage during the time frame that the customer is on the page. If it's set for longer than 20 seconds, you can shorten it.

  7. If that didn't solve it, see if the following settings are enabled: Trigger After Commenting, Trigger After Purchasing, and Trigger When Element is Clicked - all of these options force a contact to perform an action on the page before the opt-in form shows up.