How to Create Gist Opt-in Forms in WordPress to Capture Leads

How to Create Gist (ConvertFox) Opt-in Forms to Capture Leads

ConvertFox integration panel

Gist (formerly called convertfox) is an email and customer messaging software popular amongst bloggers and small businesses.

In this tutorial, we will learn how to integrate MailOptin with Gist so you can start capturing and saving leads with conversion optimized email sign-up forms (AKA opt-in forms) to your account. MailOptin goes a step further in sending events containing subscriber analytics such as conversion page, referrer, user agent as well as lets you apply tags to subscribers so you can create powerful automation sequences.

Firstly, ensure you’ve connected Gist by saving your account API key to it’s connection settings. Do this by following this guide. When you are done, return to this page.

Then go to the Optin Campaign page and click the Add New button at the top to create an optin form.

Optin Campaigns menu link

Enter a title for the campaign, select the optin type (for this tutorial, we’ll select lightbox) and click the optin form design you want.

Create new optin campaign

You will then be redirected to the form builder where you have options and the flexibility to customize the optin form to your heart content.

MailOptin WordPress Optin form builder

Having finished customizing the form, open the Integration panel, select Gist (Convertfox) in Email Provider dropdown and enter a comma separated list of tags to apply to leads.

ConvertFox integration panel

To actually get the opt-in to display on your site, toggle the activate switch ON at the top (close to “Save Changes” button).

Navigate to the “Display Rules” panel. If you want the opt-in form to be displayed everywhere (all pages) of your WordPress site, also check “Globally load optin” otherwise use the page level targeting and triggers to determine how and where in your site the opt-in will be shown.

MailOptin display rules and targeting

Page level targeting of optin forms

Finally, save the changes. Preview your website and you should see the optin displayed. If it doesn’t show up, be sure to clear your website and browser cache.

Follow the guide below to learn how to create other popular types of email opt-in form.

Tags: convertfoxgist