How to Create FluentCRM Opt-in Forms to Capture Leads

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How to Create FluentCRM Opt-in Forms to Capture Leads

FluentCRM is a Self Hosted Email Marketing Automation Plugin.

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

Firstly, ensure you have FluentCRM installed and activated.

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

Enter a title and select a lightbox optin template or theme to use.

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. You can change the Headline, Description, Note, Fields and others according to your needs. See the screenshot below as example below:

WordPress User Registration

Having finished customizing the form, open the Integration panel, Select FluentCRM as integration and the contact list and also select from the lists of tags created. You can also toggle Disable Double Optin if you want users to confirm email address before they are subscribed to the lists

Click on the “Map Custom Fields” button to map any extra fields you added to the form to their corresponding FluentCRM contact fields.

To actually get the FluentCRM optin form 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 FluentCRM optin 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 form 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 registration form 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 “FluentCRM” at “Integration” panel.