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Resources/Optin Forms & Lead Capture

Optin Forms & Lead Capture

Build popups, bars and inline forms that capture leads — with coupons, games and A/B variants.


In this section.

Optin forms overview

What optin forms are, the five form types, and where captured leads end up.

Create an optin form

Start from a template or a blank form, and organise your forms into folders.

Builder: content & blocks

The block types you can stack into a form, and how multi-step forms work.

Builder: design & mobile

Colours, spacing and typography, plus mobile-specific overrides and the teaser tab.

Display rules & targeting

When a form appears, who sees it, and how often it can show to the same visitor.

After submit: thank you, redirect & downloads

What happens once a visitor submits — messages, redirects, file downloads and unlocks.

Coupons & games

Hand out unique discount codes from a pool, and use wheel or scratch blocks to reveal them.

Variants & A/B testing forms

Run competing versions of a form and let the numbers pick the winner.

Integrations & merge tags

Forward leads to your email platform, personalise copy with merge tags, and emit dataLayer events.

Leads & analytics

Read a form's performance, export leads, and watch replays of visitors who abandoned it.

Consent, GDPR & plan limits

How consent gates optin forms, what a lead record contains, and what your plan allows.


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