How to Create Keap/Infusionsoft Opt-in Forms to Capture Leads
Keap/Infusionsoft is a powerful and popular CRM and email automation software for small businesses.
In this tutorial, you will learn how to integrate MailOptin with Keap/Infusionsoft. That way, you can start capturing and saving leads to your Infusionsoft account directly from your WordPress website.
Before you start
Ensure that you have set up the Infusionsoft integration. If you haven’t, follow this guide.
Creating Opt-in Forms
First, open your WordPress admin dashboard then click on MailOptin > Optin Campaigns.
Next, click the Add New button at the top of the page to create a new opt-in form.
Give your new opt-in campaign a name…
… then select a theme for the campaign you want to create.
MailOptin will create your new campaign then redirect you to the campaign customizer where you have options and the flexibility to customize the opt-in form any way you like.
Connecting Infusionsoft to an Opt-in Campaign
Having finished customizing the form, open the Integrations panel to configure Keap/Infusionsoft…
… then select Keap/Infusionsoft in Email Provider dropdown and the list to subscribe users to. You can also specify tags to assign contacts, the person type, lead source and owner as well as add and map custom fields including phone number billing and shipping addresses, birthday date, website URL etc.
To actually get the opt-in to display on your site, toggle the activate switch 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.
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 guides below to learn how to create other popular types of email opt-in form. And don’t forget to select Keap/Infusionsoft at the Integration panel.