How to Create SendGrid Email Marketing Forms in WordPress

How to Create SendGrid Email Marketing Opt-in Forms to Capture Leads

GoDaddy Email Marketing

In this tutorial, we will learn how to integrate MailOptin with SendGrid Email Marketing so you can start capturing and saving leads with our beautiful and conversion-optimized email sign up form to your account.

Firstly, ensure you’ve connected SendGrid by saving your account API key its connection settings.

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 SendGrid Email Marketing in Email Provider dropdown and the list to subscribe users to.

SendGrid Email Marketing

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.

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.

MailOptin display rules and targetingPage level targeting of optin forms

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 “SendGrid Email Marketing” at “Integration” panel.