Resources/Optin Forms & Lead Capture/Create an optin form

Create an optin form

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

Go to Optins in the sidebar and click Create form.

Create optin form dialog with template picker

Start from a template

The template library covers the common cases — newsletter signup, discount offer, exit-intent cart save, spin-to-win. A template pre-fills the form type, blocks, design and display rules; everything stays editable afterwards.

Start from blank

Choose a form type and you get a minimal one-step form with an email field and a submit button, ready to build on.

Draft and published

A new form starts as a draft and is not rendered on your site. Publishing makes it live. You can unpublish at any time — the form stops showing immediately, and its existing leads and stats are kept.

Folders

Once you have more than a handful of forms, group them into folders (by campaign, by site section, by season). Folders are for dashboard organisation only — they do not affect targeting or display.

Duplicating a form

Duplicate is the fastest way to run a seasonal variation or test a different offer: it copies blocks, design, targeting and display rules into a new draft, leaving the original untouched.

Next: build the form's content.

Put this to work on your own site.

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