How to Create Ortto WordPress Forms to Capture Leads

Do you want to create an Ortto WordPress form to add leads, contacts, accounts, and subscribers to your Ortto account?

Ortto is a customer data and marketing automation platform that combines customer journey mapping, email marketing, live chat, and analytics into one unified tool. It helps businesses personalize customer experiences and automate campaigns using a visual builder and robust segmentation powered by real-time data.

In this tutorial, we will learn how to integrate WordPress with Ortto so you can create optin forms to capture and save leads and information to your account using our powerful Ortto WordPress plugin, MailOptin.

First, please make sure you’ve connected your Ortto account to MailOptin.

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

Enter a name for the Ortto optin form, select the optin type (for this tutorial, we’ll choose Lightbox), and click the optin form design you want.

You will then be redirected to the form builder, with options and the flexibility to customize the optin form to your heart’s content.

Next, open the Integration panel. Select Ortto as the integration and specify tags to assign to leads.

See: Adding Extra Fields to Your Optin Form

Click on “Map Custom Fields” to map any form field to custom fields in Ortto.

Navigate to the “Display Rules” panel. If you want the opt-in form to be displayed everywhere (all pages) of your WordPress site, check “Globally load optin” Otherwise, use the page-level targeting and triggers to determine how and where the opt-in will be shown on your site.

Finally, save the changes. Preview your website, and you should see the optin displayed. If it doesn’t show up, clear your website and browser cache.

You can follow the guide below to learn how to create other popular email opt-in forms. And remember to select Ortto as the integration.

• How to Create a Notification Bar (Bottom/Top Bar) Optin
• How to Create a Slide-in Optin Campaign
• How to Create Before and After Post Optin Forms
• How to Create Sidebar Widget Optin Forms

Creating Ortto WordPress forms is an excellent way for businesses to capture more leads, improve customer relationships, and increase sales. To enhance your business’s lead generation and sales process, consider creating WordPress forms integrated with Ortto.