How to Create a WordPress Popup Form - MailOptin

How to Create a WordPress Popup Form

Popup form

Lightbox Popups are one of the best ways to grab visitors’ full attention and convert them instantly. They can be annoying if they are not well-designed.

Follow this guide to learn how to use MailOptin’s intuitive and easy-to-use form builder to create beautiful and conversion-optimized email optin or subscription forms for your WordPress site.

Before you proceed, ensure you’ve connected your email marketing service provider. MailOptin supports popular ESP and CRM software, including MailChimp, Salesforce, Microsoft Dynamics 365, Drip, AWeber, ConvertKit, MailerLite, Constant Contact, GetResponse, Sendy, Campaign Monitor, ActiveCampaign, Brevo (Sendinblue), Gist, Klaviyo, Sendlane, Mailster, Vertical Response, Mailjet, HubSpot, Ontraport, Moosend, MailPoet, Zoho CRM, Zoho Campaigns, Keap Max Classic (Infusionsoft), Omnisend, Benchmark Email, SendFox, SendGrid Email Marketing, GoDaddy Email Marketing, weMail, FluentCRM, CleverReach, NewsMAN, Facebook custom audience..

You can skip this if you intend to use our MailOptin Leads feature to store your leads.

Go to the Optin Campaigns admin page and click the “Add New” Button at the top of the page.

Optin Campaigns menu link

Enter a title for the optin campaign, select Lightbox optin type, click the lightbox/popup theme to use and you will be redirected to the form builder.

Create new optin campaign

Customize the opt-in form to your heart content using our intuitive form builder.

MailOptin WordPress Optin form builder

See: Adding Extra Fields to Your Optin Form

To actually get the optin to display on your site, navigate to the “Display Rules” panel, go to the “Quick Setup” section and check “Activate 0ptin”.

If you want the optin to be displayed everywhere (all pages) on your site, also check “Globally load optin”; otherwise, use the page level targeting to target a specific section of your site to display the optin campaign.

Page level targeting of optin forms


Use the “Display Rules” panel to configure how the popup will appear, such as:

  • Page level targeting allows you to control the pages, posts, categories, and custom post types where the optin form will be included or excluded for display.
  • Triggers to cause the optin form to display, such as exit intent, scroll trigger, time on site, and number of page views.

MailOptin display rules and targeting

Go to the “Integration” panel, select your email service provider, and the email list all captured leads/conversions will be saved to. You could decide to use “ailOptin Leads for the lead storage and be done and over with.

MailOptin email marketing service provider integration in form builder

Finally, activate the popup at the top right hand corner by switching the switch to the right.

Easy, isn’t it?

Tags: lightboxpopuppopups