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

How to Create EmailOctopus Opt-in Forms to Capture Leads

EmailOctopus is an email marketing service that is very affordable because it uses Amazon SES for sending email campaigns. In this tutorial, you will learn how to integrate MailOptin with EmailOctopus so you can start capturing leads with email sign up form and grow your EmailOctopus email list in few seconds.

Firstly, ensure you’ve connected EmailOctopus 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 EmailOctopus in Email Provider dropdown and the EmailOctopus list to subscribe users to. You can also toggle double optin ON and OFF.

Update: user will default to PENDING for lists with double opt-in enabled, or SUBSCRIBED for lists without.

EmailOctopus optin form embed in WordPress

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 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 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 EmailOctopus at Integration panel.

Tags: emailoctopus