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

How to Create ConvertKit Opt-in Forms to Capture Leads

ConvertKit integration in MailOptin optin campaign setup

In this tutorial, we will learn how to integrate MailOptin with ConvertKit so you can start capturing and saving leads with email sign up forms to your ConvertKit account.

Firstly, ensure you’ve connected ConvertKit 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

See: Adding Extra Fields to Your Optin Form

Having finished customizing the form, open the Integration panel, Select ConvertKit in Email Provider select dropdown and the Form to subscribe users to. You can also select the sequence to add subscribers to and the tags to apply.

ConvertKit integration in MailOptin optin campaign setup

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 targetingPage 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. And don’t forget to select ConvertKit at Integration panel.

Tags: convertkit