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

EmailOctopus is an email marketing platform that offers a variety of tools and features for creating, sending, and managing email campaigns. It’s designed to be user-friendly, cost-effective, and suitable for businesses and individuals of all sizes.

In this tutorial, you will learn how to integrate MailOptin with EmailOctopus so you can start capturing leads with email sign-up forms and grow your EmailOctopus email list in a few seconds.

Firstly, ensure you’ve connected EmailOctopus by saving your account API key to its 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.

Select optin type

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 EmailOctopus as integration, and the EmailOctopus list to subscribe users to. You can also enter a comma-separated list of tags to assign to leads/subscribers as well as map custom field data.

EmailOctopus WordPress form integration

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

Navigate to the “Display Rules” panel and 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

Finally, save the changes. Preview your website, and you should see the opt-in 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 forms. And don’t forget to select EmailOctopus in the Integration panel.

Tags: emailoctopus