How to Create an Opt-in Form in Flodesk

Opt-in forms help you grow your email list by collecting subscriber information directly from your website, blog, or social media. Whether you have a website or not, Flodesk offers flexible form types to match your brand and marketing goals.

This guide walks you through the types of opt-in forms in Flodesk and how to create, customize, and embed or publish them.

You can choose from four form types depending on how and where you want your form to appear:

Please note: if you’re on the free plan, your form can only collect subscriber data and move this data into a segment you specify in Flodesk.

In order to trigger a freebie email send or a welcome sequence once your subscribers are moved into the segment connected to your form, you'll need to upgrade to the Email marketing or Everything bundle, which includes unlimited workflows.

1. In your Flodesk account, go to the Forms tab

2. Click + New form

Select:

• Popup – for overlaid forms on your website

• Inline – for embedded forms

• Full page – standalone URL, no embedding

• Link in bio – ideal for social media landing pages
  

Not sure which one to choose? You can always go back and start a different form type later.

• Hover over any template

• Click Customize it to open the builder

Select an existing segment or create a new one. This is where new subscribers from your form will be stored.

Tip: Use a dedicated segment for each form to keep your audience organized and power automations. (Workflows are available on the Email and Everything plans.)

Click directly on any block (text, image, button) to start editing.

To add a photo to the form, click on the image placeholder to:

• Upload a photo from your computer via the Upload image box

• Pull in a photo from Unsplash via the Add a photo from Unsplash button, or

• Add a GIF from Giphy

1. Click into a form field to open the Fields tab

2. Click + Add field to include:

   • Default fields: First name, Last name

   • Custom fields: For collecting any additional info

Learn more about custom fields here.

You can style the fields using options like underline or no border under the Style tab.

To ensure the image displays on mobile devices:

• Click on the form background

• In the right sidebar under the Form tab, toggle Image on mobile to ON

Turn on Preferences if you want subscribers to choose additional segments.

You can customize the checkbox style—square, circle, or heart.

Go to the Thank you tab:

• Edit the form success message. This is the text displayed after someone subscribes to your form.

• Optionally toggle Redirect to URL to send subscribers to a custom landing page (e.g., a tripwire or offer). After subscribers opt-in to your form, they will be redirected to the URL you specify here.
  

  

  
  

• If using a Full page form, you can enable Form sharing so subscribers can share the form link with others. When turned on, the "Share with a friend" button will be visible. The button will inherit the font color that you choose for your thank you message. The font style cannot be edited and will always be Helvetica /Arial.

Note: Redirect to URL and Form sharing cannot be enabled at the same time.

Click the Settings button in the top-right to:

• Enable Double opt-in

• Set popup display behavior

• Show/hide popup for to return visitors who already subscribed

• Turn on subscriber notification alerts

• Confirm or edit your assigned main form segment

For Popup and Inline forms:

• Go to the Embed tab

• Copy the HTML code(s)

• Paste them into your website where needed

For Full page and Link in bio forms:

• No embed required—just copy the unique URL

• Share it anywhere: your social media, emails, or blog

• On the free plan, forms can collect subscribers into a segment only. To send automated emails, upgrade to a paid plan with workflow support.

• All form types can be customized with your branding and shared or embedded based on your goals.

Creating a Flodesk opt-in form is easy and flexible:

1. Choose from Popup, Inline, Full page, or Link in bio

2. Customize the design, fields, and thank you message

3. Assign a segment for subscriber organization and automation

4. Embed on your site or share the link—depending on form type

Use forms to turn visitors into subscribers and grow your list with confidence.