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Course Content

Embedded Opt-In Forms

6:21 Video (16 MB) HD Video (22 MB) Audio (6 MB)

Embedding an Opt-in Form

Select Contacts from your Simplero Dashboard
Select Lists from the dropdown menu
Select the list you want to create the opt-in for
Click on the Signup forms tab
Click the blue Create new signup form button in the middle or in the upper right corner of the page
Select the Embedded type for the signup form
Select your template
Once you've selected your template, you will be taken to the screen where you can edit the Content, Settings, and Fields of your signup form
In the Content tab, you can edit the form design such as the colour for Text, Background, Button, and Accent
Make sure to click the blue Save changes button
Select the Settings tab for your opt-in and complete all boxes. (Name, Presentation, How it can be viewed, when it can be viewed, etc.)
Make sure to click the blue Save changes button
Select the Fields tab and select the fields you want from the right side of the page (These are all the fields you've added under Settings >>> Fields).
Go back to the Content tab.
Scroll down to the Embed Code to copy the code that you'll paste into the source code of the page where you want the form to show (your landing page, your website homepage, etc.)

Embedding a Manually-Triggered Opt-in when using a button (Image)

Select Contacts from your Simplero Dashboard
Select Lists from the dropdown menu
Select the list you want to create the opt-in for
Click on the Signup forms tab
Click the blue Create new signup form button in the middle or in the upper right corner of the page
Select the Embedded type for the signup form
Select your template
Once you've selected your template, you will be taken to the screen where you can edit the Content, Settings, and Fields of your signup form
In the Content tab, you can edit the form design such as the colour for Text, Background, Button, and Accent
Make sure to click the blue Save changes button
Select the Settings tab for your opt-in and complete all boxes. (Name, Presentation, How it can be viewed, when it can be viewed, etc.)
Make sure to click the blue Save changes button
Select the Fields tab and select the fields you want from the right side of the page (These are all the fields you've added under Settings >>> Fields).
Select the Share tab to get your embed code
Copy the Embed Code and paste it into a Notepad or Word document
Copy the Manual trigger code
Go to the Notepad or Word document where you copied and pasted the Embed Code
Paste the Manual trigger code at end of the Embed code you copied
Go to your Landing page and find the source code for your button image
In your Landing page, copy and paste the combined codes (from Embed Code and Manual trigger). For example: <a rel="simplero-landing-page" href="#">Show the form</a>
Copy your new code and replace the image code in your landing page with the new code. It will end up looking something like this: <script async id="_simplero_landing_page_js_77130" src="https://123.simplero.com/page/77130.js"><a rel="simplero-landing-page" href="#"><img src="https://d3pz8y41wq4xyo.cloudfront.net/uploads/asset/file/2232414/Aug-7-normal.png" alt="Aug-7-normal.png" align="" /></a>

Embedding a Manually-Triggered Opt-in to a Button

Select Contacts from your Simplero Dashboard
Select Lists from the dropdown menu
Select the list you want to create the opt-in for
Click on the Signup forms tab
Click the blue Create new signup form button in the middle or in the upper right corner of the page
Select the Embedded type for the signup form
Select your template
Once you've selected your template, you will be taken to the screen where you can edit the Content, Settings, and Fields of your signup form
In the Content tab, you can edit the form design such as the colour for Text, Background, Button, and Accent
Make sure to click the blue Save changes button
Select the Settings tab for your opt-in and complete all boxes. (Name, Presentation, How it can be viewed, when it can be viewed, etc.)
Make sure to click the blue Save changes button
Select the Fields tab and select the fields you want from the right side of the page (These are all the fields you've added under Settings >>> Fields).
Select the Share tab to get your embed code, yours will look similar to this:
Open the Page Editor for the page you'd like to add the button.
In any text area, open the Source Code and paste in the the first bit of code. This can be pasted in there anywhere in the Source Code - it doesn't matter where it goes.
Copy the following code and paste it into the Source Code of your page, where you'd like the button to show. <a href="#simplero-landing-page-103131" class="btn btn--md btn--solid" >Click Here to Open Opt-In</a>
Replace the bolded text with the second bit of code from Step 14.
Change "Click Here to Open Opt-In" to whatever you want the button to say.
Press "Ok" and "Save." Your button now shows up and triggers an embedded opt-in form!

Here it is in action:

Try It Out Here! This Button Is Live!

Last updated 27 Aug 2020.

Previous Lesson How to Setup List opt-in Forms Next Lesson Utilizing More Than One Opt-in Form

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