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Embedded Opt-In Forms

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

Embedding an Opt-in form

  1. Select Lists & Contacts from your Simplero Dashboard
  2. Select the Lists tab
  3. Select the list you want to create the opt-in for
  4. Select on the Signup forms tab
  5. Click the blue +Create a signup form button in the middle or in the upper right corner of the page
    Create_a_signup_form
  6. Select the Embedded type for the signup form 
    Type_of_Signup_form.png
  7. Select your template 
    Choose_embedded_template
  8. 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
  9. In the Content tab, you can edit the form design such as the color for Text, Background, Button, and Accent
  10. Make sure to click the blue Save changes button
    Embedded_Content_screen.png
  11. 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.)
    Embed_settings_for_signup_form.png
  12. Make sure to click the blue Save changes button
  13. 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 in the Fields screen from the Lists & Contacts).
    Fields_in_Embedded_form.png
  14. Select the Share tab to get your embed code
    Link_to_embed_for_signup_form
  15. Copy the Embed Code and paste it into the code on your landing page

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

  1. Select Lists & Contacts from your Simplero Dashboard
  2. Select the Lists tab
  3. Select the list you want to create the opt-in for
  4. Select on the Signup forms tab
  5. Click the blue +Create a signup form button in the middle or in the upper right corner of the page
    Create_a_signup_form
  6. Select the Embedded type for the signup form 
    Type_of_Signup_form.png
  7. Select your template 
    Choose_embedded_template
  8. 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
  9. In the Content tab, you can edit the form design such as the color for Text, Background, Button, and Accent
  10. Make sure to click the blue Save changes button
    Embedded_Content_screen.png
  11. 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.)
    Embed_settings_for_signup_form.png
  12. Make sure to click the blue Save changes button
  13. 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 in the Fields screen from the Lists & Contacts).
    Fields_in_Embedded_form.png
  14. Select the Share tab to get your embed code
    Embeded form.png
  15. Copy the Embed Code and paste it into a Notepad or Word document
  16. Copy the Manual trigger code
  17. Go to the Notepad or Word document where you copied and pasted the Embed Code
  18. Paste the Manual trigger code at end of the Embed code you copied
  19. Go to your Landing page and find the source code for your button image
  20. 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>
  21. 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>
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