GROW YOUR AUDIENCE USING OPT-IN FORMS

Go to CRM dashboard/Forms tab. Click on the Create a New Form button.

A popup will appear, you will see a list of templates ready for you, pick any template.

Give a title for your form, select the List and Tags you want to map with. Check the checkbox Enable Double Option for new contacts so that CRM will send a double opt-in email to the user as soon as the form is submitted. Now click on the Create Form button.

The form will be created with an active feed with CRM, all the submitted entries will be added to your assigned List and Tags. You can preview the form, edit the form and also edit the form feed by clicking on each link.

Now, create a page and add the form’s shortcode into the page, or use the shortcode in the sidebar widget or within a post. You can also utilize the Landing Page feature of Forms to grow an audience with a distraction-free landing page.

Now when a user submits the form the contacts will be added to CRM along with their List & Tags.