How to Add an Opt-in Form in WordPress Site

How to Add an Opt-in Form in WordPress Site

Generally, when you set up a new WordPress site, you need to add an opt-in form to collect your visitors’ email addresses; otherwise it will be impossible for you to contact these people again with a view to sending them emails about the news of your website. In this article, we have presented a step-by-step guide on how to add an opt-in form in WordPress site, so you can start capturing emails to drive traffic or to market your products.

An opt-in form is a mini form embedded into the website, which needs people to fill it out. Therefore, whenever your readers go to your blog or website, they can find a clear place to type in their name and email with an intention to receive further information from you. To be frank, while keeping in touch with site visitors become more and more difficult, adding an opt-in form can be very useful.

Make Use of Aweber

Aweber is the most widely used email marketing software, offering professional opt-in form to create a tight relationship between your visitors and WordPress site. To get an Aweber Account, all you need to do is go to www.aweber.com, and create your account for just $1 with a trial one. The whole process is quite simple. After filling out the login information, billing information, and clicking on the Complete button, you can get your own Aweber account at once.

Add an Opt-in Form to Your WordPress Site

Create and Manage Lists

Now, you should login to your new account by entering your ID and password, and go to Aweber dashboard. Once you inside the page, the first thing is clicking the Create and Manage Lists button which is on the top of the whole page, and then Create a New list button. Now, you need to create the list for your site by completing the list name, list description, email address, and click Save Settings.

Add an Opt-in Form to Your WordPress Site

Create a New Form

Click the Web Form button on the top bar, and then Create a New Form button in the next page. Now, you can choose from a lot of form templates with different colors and styles, change the background color, add an image and form description, and make whatever form size you want by stretching the sample one below templates. Generally, a simple opt-in form will be more preferred by new visitors. Besides, the sample form offered by Aweber contains 2 additional sentences which you can see in the following picture, and we highly recommend you getting rid of them.

Add an Opt-in Form to Your WordPress Site

Note that your aim is to get people into your email list, so you’d better not to ask tons of information to irritate them. Only ask the first name and email address will be enough.

Add the Form to Your Site

After adjusting the appearance of your form, then you need to fill out its basic settings in step 2 and step 3, such as the form name, Facebook integration, thank page, and finally save your form.

Now, you have to install the form by clicking I Will Install My Form button in step 3, and grab the little HTML code generated by Aweber.

Add an Opt-in Form to Your WordPress Site

Open the dashboard of your WordPress site, and scroll down to Widget button. Grab a text box to the sidebar section, paste the HTML code into it, and click the save button.

Now, you have successfully added an opt-in form to your site, and if you want to make some adjustment, you can go to the Web Form section of your Aweber account again, choose your newly created form, and make some edits to it.

Use the Optin Forms Plugin

Generally, to add an opt-in form generated by some third-parties like Aweber, iContact and MailChimp, you need to work with the HTML code for your created form. This may lead to some troubles for newbies. In this case, we highly recommend you to try the Optin Forms plugin, with which you can create the stunning opt-in form for your website without the need to handle any CSS and HTML. Instead, you just need to pick up your email solution, choose the proper form design and customize it for the better display. To showcase the form, you only need to make a simple mouse click or use the exclusive shortcode.

Choose the Email Solutions

After the plugin installation, you should click the Optin Forms button from the admin panel to choose the Email Solutions and to fill out the required fields.

This plugin now supports 7 email solutions, including Aweber, iContact, MailChimp, GetResponse, Mad Mimi, Interspire Email Marketer and ConverKit. Now, you should pick up one solution that you use to generate your opt-in form. This time, we still take the Aweber as an example.

Email Solutions

Here, as you have already created the new list for your opt-in form, you firstly need to enter the list ID into the blank field. To get the ID, you should follow the below steps.

  • Log in your Aweber account.
  • Hit the List Options button and click the List Settings button.
  • Find the List ID below the List Name part.

Aweber List ID

Next, you should enter a URL of your website that redirects people after they successfully submit the form. If you enter nothing, the default message of Aweber will be displayed.

Decide the Form Style

After targeting your opt-in form, now, you should choose the proper form design. There are 6 design options you can choose. And there is a preview section available for you to pick up the most suitable one with ease.

Form Style

In addition, you can better customize the design in the following 4 main aspects. And the opt-in form can showcase on your website the way you want.

  • Style your form – the color scheme, title font, input size and button overall.
  • Form options – hide the title, name field, disclaimer and subtitle or not.
  • Form functionality – open the form in a new window.
  • For placement – the post location, page location, shortcode and display exclusions.