An opt-in form is the way you collect email subscribers from your website, blog, online store, Instagram—or wherever your ideal customers are hanging out.

We created a couple of different types of forms you can choose from depending on where you’d like your form to show up on your website. (And if you don’t have a website yet, don’t worry, we’ve got you covered.)

The full-page form publishes directly to the web without needing to paste in any code. Just copy and paste the link and share it wherever you want.

Now that you’re all caught up on the different types of forms you can choose from, we’ll walk you through how to create your first one.

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

Step 2. Click on + New form to start a new form
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Step 3. Select between a Pop Up (appears over your website content when visitors land on your website), an Inline form (appears inside a blog post, page, or article), a Full Page form (no embed codes, no website needed) or a Link in bio Form (your go-to link in bio solution).

​Step 4. Hover over the form template you want to start working with, then click on Customize it to start making it your own.

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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?

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

Step 7. To add a photo to the form, click on the image placeholder and then you can:

Step 8. To add additional fields to your form, click into a form field on the main screen to access the 'Fields' tab on the right sidebar.

Next, click on the + Add button and add any of the default fields—like First name and Last name—or choose the Custom field option.

To learn more about how to use Custom fields, read our article on Can I add a custom field to a form?

You can customize your form fields design under the Style tab, and select from various options including no border and underline.

Step 9. If you want the form image to show up on mobile devices, turn on the Image on mobile option.

Step 10. To let your subscribers opt-in to additional segments, turn on the Preferences on your form.

To learn more about Preferences, read our detailed guide on How to use Preferences on forms.

Also, you can spice up your form design by selecting a circle or even heart shaped checkbox.

​Step 11. Don't forget to customize your success message. This is the text displayed after someone subscribes to your form.

To learn more about customizing the success message, read our detailed guide on How to change the success message font color in your opt-in form.

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​Step 12. Click Next on the top right side of your screen to continue to the form customization options. 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 13. Grab the HTML codes to embed on your website—applicable for pop up forms and inline forms. After you paste these into the appropriate places on your website, your form will be ready to go!

For a step-by-step guide on how to embed your HTML code snippets in the most common website builders, check out:

An opt-in form is exactly what it sounds like: a form that allows people to opt into your email list so you can grow your subscribers.

Based on how you want the form to appear, you can choose from four form types:

Customizing your form’s look and feel is a snap, including uploading an image, changing fonts and colors, setting when the form is displayed and more.

After you’ve created your Popup or Inline form, grab the HTML code snippets and paste them into the appropriate places on your website to embed the form wherever you want it to show up.

And if you're creating a Full page form or a Link in bio form, customize the form link and share it wherever you want!

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