How to Create a Lead Magnet Optin Form in WordPress (2 Ways)

Do you know that over 70% of first-time guests won’t ever return to your web site once more? 

As web site homeowners ourselves, we all know that amassing a customer’s e-mail handle is a good way to keep up a correspondence with them and encourage them to return again. Nonetheless, guests want a cause at hand over their private data – and a lead magnet like an e-book or PDF is a superb motivator.

Possibly you have already got a lead magnet otherwise you plan to create some shortly. Regardless, one factor is for positive – you’ll additionally want an optin type to gather leads, enhance your e-mail subscribers, and supply prompt entry to your lead magnet.

On this information, we’ll share two other ways to create a high-converting lead magnet optin type.

Why Create a Lead Magnet Optin Kind in Blogging platform?

There are numerous other ways to create an optin type. However, in our expertise, they don’t all the time look good or work appropriately on Blogging platform web sites. 

On this information, we’re specializing in instruments that had been designed for Blogging platform and have a devoted Blogging platform plugin. This makes it straightforward to create optins that combine seamlessly together with your web site and aid you generate leads with minimal effort.

Plus, you’ll usually have a a lot simpler time connecting the optin to different companies you’re already utilizing in your web site, significantly your e-mail advertising and marketing supplier. This helps you nurture leads, add them to automated workflows, monitor the actions they take in your web site, and carry out a ton of different necessary duties.

You’ll additionally get all the advantages usually related to Blogging platform, together with extra customization choices and possession over your information.

Whereas there are many options obtainable, creating your optin types in Blogging platform actually does provide unmatched benefits relating to management, customization, and integrations.

That mentioned, you need to use the fast hyperlinks beneath to leap straight to the strategy you wish to use:

Are you prepared? Let’s dive proper in!

Technique 1. Utilizing Beacon (Finest All-In-One Answer)

Beacon is a robust lead magnet device that allows you to create limitless optins utilizing an intuitive, drag-and-drop builder.

In contrast to related lead technology plugins, Beacon additionally has all the pieces you might want to create lead magnets.

It has a ton of ready-made templates masking a spread of various lead magnets, together with eBooks, useful resource guides, checklists, and video lookbooks. 

With all that mentioned, Beacon is an effective possibility in the event you’re searching for an all-in-one resolution for creating stunning lead magnets after which distributing them utilizing optins.

We did a deep dive into its options for our Beacon overview, so chances are you’ll wish to examine that out.

Have already got a lead magnet? Then you may add this useful resource to your Beacon account after which create an optin for that lead magnet.

Meaning Beacon can also be a good selection if you have already got a library of lead magnets, and simply wish to create optins for these assets.

What’s extra, Beacon has a ‘free endlessly’ plan that allows you to create as many optins as you need. With that in thoughts, Beacon is good if you wish to experiment with plenty of completely different optin kinds and codecs, to see what delivers the most effective outcomes.

Step 1. Create a Beacon Account

As we already talked about, Beacon has a ‘free endlessly’ plan that allows you to create as many lead seize types as you need. Nonetheless, the free plan limits you to creating 1 new lead magnet monthly.

So, relying in your wants, chances are you’ll wish to put money into a premium plan immediately.

To get began, head over to the Beacon web site and both join a premium plan or create your free account. 

With that completed, log into the Beacon dashboard, and also you’re able to create your first lead magnet optin type. 

Step 2. Add Your E-mail Supplier (Non-compulsory)

While you seize a brand new lead, Beacon can ship that particular person’s data to your e-mail advertising and marketing service mechanically. It might even add tags so you may section these leads and run focused campaigns sooner or later.

If you wish to use this function, then head over to Account Settings » E-mail Integrations within the Beacon dashboard. Then, click on the ‘+’ button. 

Subsequent, open the ‘Select Supplier’ dropdown and choose your e-mail advertising and marketing service, resembling ActiveCampaign, CampaignMonitor, or Drip.

Then, merely comply with the onscreen directions to arrange this integration. 

Step 3: Choose Your Lead Magnet

The following step is selecting the lead magnet you’ll provide to guests. To try this, click on on the ‘Create New’ button, adopted by ‘Lead Seize Kind.’

At this level, you may both choose a lead magnet you’ve created utilizing Beacon or add an exterior useful resource you created utilizing one other program. 

To make use of an exterior file, choose ‘Add Useful resource.’ 

You possibly can then click on the ‘Select File’ button.

After that, choose any file out of your native laptop.

Alternatively, you need to use a lead magnet you created with Beacon. To do that, merely choose ‘Use Beacon Useful resource.’

You’ll now see all of the completely different lead magnets you created. Discover the useful resource you wish to use and click on on the corresponding ‘Choose’ button. 

Step 4. Select a Template

It doesn’t matter what possibility you select, the following step is selecting your optin format. 

For this information, we’ll be creating an inline type, as this allows you to management precisely the place the shape seems in your web site.

For instance, you would possibly place it on a touchdown web page or halfway by a selected weblog submit. Nonetheless, the steps shall be related for all of the completely different optin codecs.

That mentioned, we’re going to pick ‘Inline Kind’ at this level.

Beacon will now present all of the completely different ready-made templates you need to use. All these templates are absolutely customizable, so you may fine-tune them to match your Blogging platform theme or branding. 

Nonetheless, to save lots of time, it is smart to decide on a template that intently resembles the sort of optin you wish to create. That approach, you don’t need to do an excessive amount of modifying.

While you discover a template you wish to use, give it a click on.

Then, kind in a reputation for the optin type. This may symbolize the shape all through the Beacon dashboard, so it’s a good suggestion to make use of one thing descriptive.

As soon as that’s completed, click on on the ‘Create Lead Seize Kind’ button.

Step 5. Customise Your Optin Kind

Beacon will now load your chosen template in its drag-and-drop editor. This editor is break up into a number of tabs, beginning with the ‘Set off’ tab, which is actually how the shape will seem in your web site.

To the left is a reside preview that’ll replace mechanically as you make modifications.

All of the Beacon templates include built-in, default content material. To edit a built-in aspect, both click on to pick it within the reside preview or choose it within the left-hand menu. 

While you do, the menu will present all of the settings you need to use to customise this aspect, resembling altering the textual content measurement, font shade, and background shade.

If the aspect accommodates textual content, you then’ll see a piece the place you may change it with your personal messaging. 

Wish to enlarge modifications to the inline type? 

You possibly can click on to increase the ‘Structure’ part and select between numerous format choices. 

Wish to change the background picture or shade? Then click on to increase the ‘Container’ part after which use the varied settings that seem. 

As you make modifications, the reside preview will replace mechanically, so you may strive plenty of completely different settings to see what you want greatest.

Step 6. Structure a Thank You Section

Subsequent, it’s time to customise the ‘Thank You’ message that Beacon will present each time somebody completes your type. To get began, click on the ‘Thank You’ tab.

As soon as once more, Beacon shows a reside preview to the best and numerous settings on the left. 

Now you can change the headline, paragraph, and container settings in the identical approach you customised the ‘Set off’ web page.

Nonetheless, the ‘Thank You’ tab has an additional ‘Social Share’ part. This allows you to add a row of social sharing buttons to the ‘Thank You’ web page so guests can share your lead magnet optin type throughout social media. 

These icons are hidden by default, however you may change this by clicking to increase the ‘Social Share’ part after which unchecking the ‘Cover Social Share’ field.

You possibly can then add or take away buttons for Twitter/X, Fb, LinkedIn, or sharing by way of e-mail. You can even change the textual content that seems above this row of social sharing buttons, together with the font measurement and shade.

Don’t wish to show a ‘thanks’ message?

Beacon can redirect the customer to a distinct URL as an alternative, resembling a totally customized ‘thanks’ web page you created utilizing a plugin like SeedProd. 

To do that, click on to increase the ‘Redirect’ part after which kind within the URL you wish to use. 

Step 7: Customise the Affirmation E-mail 

By default, Beacon will mechanically ship an e-mail affirmation to everybody who completes your type. This e-mail accommodates a ‘Obtain’ hyperlink in your lead magnet, so it really works out of the field.

Nonetheless, the default template is fairly primary, so that you’ll usually wish to customise it. 

To do that, click on the ‘Affirmation’ tab.

As soon as once more, you’ll see a reside preview to the best and a number of other choices within the left-hand menu. 

Right here, you may change the e-mail topic, the ‘from’ title, the ‘reply to’ handle, and the e-mail physique.

In case you’ve linked Beacon to your e-mail advertising and marketing supplier, then you may as well allow double opt-in.

This requires customers to substantiate their subscription by opening your e-mail and clicking a hyperlink. As soon as that’s completed, Beacon will add their contact data to your e-mail advertising and marketing supplier. 

On this approach, you may keep away from including spambots or incorrect e-mail addresses to your mailing record. This helps to maintain your record clear and wholesome whereas avoiding losing assets by sending messages to inactive e-mail addresses.

For that cause, we advocate clicking to increase the ‘Decide-in Settings’ part after which deciding on ‘Double Decide-in’ until you could have a really particular cause to not.

For extra on this subject, please see our information on how one can forestall signup spam in Blogging platform.

Step 8: Publish Your Kind

While you’re proud of how your optin is ready up, it’s time so as to add it to your web site. Fortunately, Beacon makes that straightforward. Merely choose the ‘Publish’ tab to get began.

On this web page, you’ll see some HTML code that Beacon creates mechanically.

Earlier than navigating away from this display, ensure that to click on on the ‘Save’ button to retailer your newest modifications.

Then, copy the HTML code and head over to your Blogging platform web site. Now you can add this code to any web page, submit, or widget-ready space utilizing the ‘Bespoke HTML’ block.

For instance, let’s see how one can add the optin to a submit. Merely open the submit as regular within the content material editor, after which click on the ‘+’ button.

Use the search device to find the ‘Bespoke HTML’ block and add it to the web page.

Now, go forward and paste your code into the Bespoke HTML block.

Now you can add extra content material to the web page, tweak its design, and make different modifications, as regular. While you’re able to go reside, merely replace or publish the web page.

Now, in the event you go to your Blogging platform web site, you’ll see the lead magnet optin in motion. 

Technique 2. Utilizing OptinMonster (Finest For Creating Highly effective Optins)

Do you have already got a lead magnet you wish to use in your campaigns? Then OptinMonster often is the good resolution for you.

It enables you to create all types of superior optin types, together with codecs like floating bars, popups, and gamified spin-to-win optins. Plus, it has a template library of 400+ high-converting designs which you could customise with its drag-and-drop builder.

We’re large followers of this device ourselves. We use it for all our pop-ups, slide-ins, and header banners. So we will confidently let you know that relating to creating optins, the probabilities are just about limitless with OptinMonster.

To be taught extra, see our full OptinMonster overview.

The great factor about OptinMonster is that it enables you to ship lead magnets by way of e-mail, direct obtain, or each, giving your subscribers the liberty to decide on their most popular technique.

Though you need to use OptinMonster’s gated content material function to show any weblog submit right into a lead magnet or content material improve, its true power lies in creating extremely efficient optin types.

With that mentioned, we advocate OptinMonster if you have already got some lead magnets, and wish a solution to seize as many leads as doable.

Step 1. Arrange OptinMonster

First, you’ll want to enroll on the OptinMonster web site. Merely click on the ‘Get OptinMonster Now’ button to get began. 

You possibly can then select the OptinMonster plan you wish to purchase and comply with the onscreen directions to finish your buy.

With that completed, it’s time to put in and activate the free OptinMonster Blogging platform plugin. This connects your Blogging platform web site to your OptinMonster account.

For extra particulars, please see our information on how one can set up a Blogging platform plugin.

When you activate the plugin, you’ll see the OptinMonster welcome display and setup wizard. Go forward and click on the ‘Join Your Present Account’ button.

You’ll now see a small window the place you may signal into your OptinMonster account.

On this popup, click on the ‘Hook up with Blogging platform’ button to hyperlink your web site to OptinMonster.

Step 2. Select a Marketing campaign Sort 

Now, you’re able to create your lead magnet marketing campaign by heading over to the OptinMonster » Campaigns web page in your Blogging platform dashboard.

With that completed, click on the ‘Add New’ button.

OptinMonster will now ask you to pick a template or use a playbook.

Playbooks are ready-to-use campaigns primarily based on tried-and-tested methods from a few of the world’s most profitable manufacturers, in order that they’re good for creating high-converting campaigns, quick.

Nonetheless, on this information, we’ll be deciding on ‘Templates.’ 

At this level, OptinMonster will present all of the completely different marketing campaign sorts you may select from. This contains slide-ins, floating bars, and gamified popups.

The steps shall be related it doesn’t matter what kind of marketing campaign you select. Nonetheless, on this information, we’ll be creating an inline type, since you may add it simply to any web page, submit, or widget-ready space. With that mentioned, go forward and choose ‘Inline.’

Step 3. Choose a Template

Now you can select the template you wish to use. All of the OptinMonster templates are absolutely customizable, however it can save you time by selecting a template that intently represents the shape you wish to create. 

To preview a design, merely hover over the template after which click on the ‘Preview’ button.

This opens the template in a popup. 

While you discover a design you wish to use, click on on the ‘Use Template’ button. We’ll be utilizing the Unlock Gated Material template in all our screenshots, however you may select any design you need. 

After deciding on a template, go forward and provides your marketing campaign a reputation by typing into the popup that seems. Then, click on on ‘Begin Constructing.’

Step 4. Construct Your Lead Magnet Optin

OptinMonster will now load your template in its drag-and-drop editor so you may customise it.

All of the templates include built-in blocks, resembling Textual content, Picture, and Button blocks. To edit any block, merely click on to pick it within the reside preview. 

The left-hand menu will then present all of the settings you need to use for that specific block.

You can even change textual content immediately within the reside preview.

To alter the textual content type, merely spotlight it after which use the settings within the toolbar that seems.

Wish to delete a block as an alternative?

Simply hover over it within the reside preview after which click on the garbage can icon when it seems.

So as to add extra blocks to your design, merely drag them from the left-hand menu after which drop them onto the reside preview. 

Merely repeat these steps till you’re proud of the lead magnet optin type. 

Step 5. Structure Your Success Message 

When somebody completes your optin type, OptinMonster will show a ‘success’ message by default. To customise this display, click on the ‘Success’ tab.

At this level, you might want to select how guests entry your lead magnet: by way of e-mail, a direct obtain, or each. 

This alternative will have an effect on your ‘Success’ message’s design and content material. For instance, in the event you ship your lead magnet by way of e-mail, then the message ought to inform customers to examine their inbox.

In the meantime, for direct downloads, you’ll wish to add a button so guests can set off their obtain.

It doesn’t matter what technique you select, you’ll design the success message in the identical approach because the opt-in type.

Merely click on to pick the built-in blocks after which customise them utilizing the settings within the left-hand menu. You can even drag new blocks onto the format, kind in textual content, and delete undesirable blocks. 

In case you’re utilizing the obtain technique, then be sure you add a Button block to your lead magnet optin. Then, open the ‘Button Click on Motion’ dropdown within the left-hand menu and choose ‘Open in a brand new window.’

Within the ‘New Window URL’ subject, paste a direct hyperlink to your lead magnet. 

Now, when somebody clicks this button, the file will open in a brand new tab, prepared for them to save lots of.

Lastly, be sure you allow the ‘Turnaround monitoring’ slider so you may monitor how individuals work together with this button.

Wish to ship your lead magnet by way of e-mail? Then click on on the ‘Integrations’ tab and choose ‘Add a New Integration.’ 

Now you can select your e-mail advertising and marketing supplier. 

With that completed, comply with the onscreen directions to configure the mixing and create your e-mail. The steps will range relying in your supplier, however OptinMonster will information you thru the method.

Step 6. Publish Your Optin Kind

The ultimate step is including the lead magnet optin to your Blogging platform web site. To do that, go forward and click on the ‘Publish’ tab. You possibly can then click on ‘Save’ within the toolbar. 

Within the popup that seems, choose ‘Publish Now.’

Because you already put in the OptinMonster plugin, this optin shall be obtainable in your Blogging platform dashboard immediately.

Merely head over to your web site and open the web page or submit the place you wish to show the lead magnet optin. 

Then, click on the ‘+’ button so as to add a brand new block. Use the search device to seek out the ‘OptinMonster’ block and easily add it to your web page or submit.

Then, within the OptinMonster block, open the dropdown that claims ‘Choose Marketing campaign…’ by default.

Right here, you’ll wish to choose the marketing campaign you simply created.

OptinMonster will now add the lead magnet optin type to your web page.

While you’re able to make it reside, merely replace or publish the web page as regular. And that’s it!

Bonus Assets for Lead Technology

Now that you’ve got your lead magnet optin type arrange, chances are you’ll want to learn some extra articles to spice up your lead technology efforts:

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