Creating Opt-In Form

Before you begin make sure that you have checked the Fields screen and added all possible fields you want on your 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 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. Choose the type of signup form you want: Embedded, Full page or Raw HTML code 

    Type_of_Signup_form.png

  7. Once you've selected the type of signup form, choose your template (e.g. Full page)

    Signup_form_template

  8. Once you selected your template, you will be taken to the screen where you can edit the Content and Settings of your signup form
  9. In the Settings tab, complete all boxes (Name, Page active options, etc.)

    Settings_for_Opt-in_Form

  10. Select the Contents tab, click the blue Launch Editor button 

    Content_Launch_editor_signup_fields.png

  11. The editor interface screen will open where you can select the form fields you want on your opt-in for the participant to complete
  12. Select the List signup form tab

    Editor_screen_for_signup_form.png

  13. Scroll down to the Form section and select the fields you want from the Fields area (These are all the fields you've added in the Fields screen from the Lists & Contacts)
    Form_fields_for_signup.png

  14. Click the blue Save changes
  15. When using an Embedded form you would now copy the code provided to you upon saving and paste it where you want your form
    • Select the Share tab and copy the link

      Link_to_fullpage_signup_form.png

Note: If you have the restrict views settings set to a low number or only load once for someone you will not be able to preview your own opt-in.