Step 1. Go to Forms on the top menu in your Flodesk account

Step 2. Click on + Create new to start a new form

Step 3. Select between a Pop Up (appears on top of the screen when visitors land on your website) or an Inline form (appears inside a blog post, page, or article).

Step 4. Click on Customize to start making it your own.

Step 5. THIS IS SUPER IMPORTANT. Select an existing segment(s) or create a new segment(s) for your form. 

Why is this super duper important?

  1. Your new subscribers will be automatically added to this segment when they opt in. 
  2. You will need this information to automate workflows in the future. 
  3. You can later pull reports and insights on this segment's behavior to determine the success of your opt-in form.
  4. This is how you keep your subscribers organized—we strongly recommend one segment per form you create.

Step 6. Click anywhere on your form to start editing. 

Step 7. Don't forget to customize your success message (this is the text displayed after someone subscribes to your form.

Tip: if you're not seeing the Message tab in your settings bar, click on the form background (outside the form) to go back to all form settings.

Step 8. Click Next on the top right side of your screen to continue to form preferences. Here you'll be able to choose when this form is displayed, who gets it, and whether you get notified every time a subscriber opts in.

Step 9. Here comes the fun part. Grab the HTML codes and embed on your website. 

  • Pop Up forms have one code snippet that you will need to add to your header (before the /head tag) in your website editor.
  • Inline forms will have two code snippets: one that you will need to add to your header (before the /head tag) in your website editor and one that you will need to add to your post, page, article, or sidebar on your website where you want to display your form.

Here are some helpful articles that guide you step-by-step on embedding your HTML code snippets in the most common website builders:

More to learn:

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