How to Create Opt-in Forms with Thrive Leads
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Transcript of How to Create Opt-in Forms with Thrive Leads
![Page 1: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/1.jpg)
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Learn How to Use the Most Powerful All-In-One List Builder Plugin for WordPress
![Page 2: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/2.jpg)
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What You Need:
• Hosted WordPress • Thrive Leads Plugin • Your lead magnet (gift) • Email marketing tools
![Page 3: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/3.jpg)
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Click Thrive Dashboard Click Leads Dashboard
Log-in to your WordPress Dashboard
![Page 4: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/4.jpg)
Or Click Thrive Dashboard Then Click Leads Dashboard
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![Page 5: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/5.jpg)
Click Add New
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Thrive Leads Categories
![Page 6: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/6.jpg)
Give Name to New Lead Group
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Click
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Click
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![Page 9: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/9.jpg)
Scroll down
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![Page 10: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/10.jpg)
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Select where you want form to appear
Click
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Click
Click
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Click
See Exclusions for pages you don’t want the form to appear.
![Page 13: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/13.jpg)
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Click
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Different Opt-in type forms
![Page 15: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/15.jpg)
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Click to see short explanation for each opt-in type
form
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Create a RIBBON Opt-in
type form
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Click
Add Ribbon Opt-in form
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Click
You’ll be asked to create a form
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Type in Form Name
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Type in Form Name
Click
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Ribbon type form
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Click
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Select Opt-in Template
This Opens in a New Tab
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Click
Select Opt-in Template
![Page 25: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/25.jpg)
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Edit text as necessary
Edit text style as necessary
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Click
To Change “Submit Button”
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Click
![Page 28: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/28.jpg)
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Edit Button text
![Page 29: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/29.jpg)
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Change “Submit Button” color
![Page 30: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/30.jpg)
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Click for Ribbon general options
To adjust ribbon width
![Page 31: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/31.jpg)
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Click here
Click Connect with Service
![Page 32: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/32.jpg)
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Click here
I use “Drip”
![Page 33: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/33.jpg)
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Click
Check settings
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Check download link
Click
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Click
Save Changes
![Page 36: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/36.jpg)
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The Ribbon Opt-in Form
![Page 37: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/37.jpg)
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Go back to Leads Dashboard tab
Set Trigger, Display Frequency, Position
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Click here
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Click
Choose position option (top or bottom)
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Click
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Click
Select Display Frequency
![Page 42: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/42.jpg)
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Click
![Page 43: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/43.jpg)
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Click for trigger options
![Page 44: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/44.jpg)
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Select Trigger
![Page 45: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/45.jpg)
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Click Save
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Click here
![Page 47: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/47.jpg)
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Form is added. Form is “On”.
![Page 48: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/48.jpg)
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Create a SLIDE-IN Opt-in
type form
![Page 49: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/49.jpg)
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Click
Add slide-in type form
![Page 50: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/50.jpg)
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Click
Select template
Opens in a New tab
![Page 51: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/51.jpg)
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Click
To Change image
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Click
Image options appears
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Click
Select image
![Page 54: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/54.jpg)
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Click this area
Click here
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Click
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Click
Check connection settings
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Put download link
Click
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Click
Click to Change Colors
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Click & Select Color
![Page 62: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/62.jpg)
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Background color changed
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Click color palette
Click to Change Colors
![Page 64: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/64.jpg)
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Click
![Page 65: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/65.jpg)
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Change color In the same way
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Click Save Changes
![Page 67: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/67.jpg)
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Click Preview Open in Incognito
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The Slide-in Opt-in type form
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Set Trigger, Display Frequency, Position
Go back to Leads Dashboard tab
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Click
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“Bottom Right” position is okay
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Set display frequency
Click
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Click
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![Page 73: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/73.jpg)
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Select trigger
![Page 74: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/74.jpg)
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Click
Set trigger settings
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Click
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Form is added. Form is “On”.
![Page 77: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/77.jpg)
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Create a LIGHTBOX Opt-in
type form
![Page 78: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/78.jpg)
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Add a Lightbox type form
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Type Name of form
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Select from templates
Opens in a New tab
![Page 83: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/83.jpg)
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Click Select
template
![Page 84: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/84.jpg)
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Click to edit text
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Format text style with text element menu
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Change text color
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Click Lightbox settings
Click
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More formatting options
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Click text area
Click color palette
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Change text color
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Click here
Change color
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Click here
Click “Subscribe button”
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Click Submit Button
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To change Submit Button Text
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Type in your button text
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A way to use your own color
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Click
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Click
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Click
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Click
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Put download link
Click
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Click
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Lightbox Preview
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Click Set Trigger, Display Frequency, Position
Go back to Leads Dashboard tab
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Click to Select Animation Setting
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Select
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Click
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Click to select trigger options
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Select trigger
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Click
Trigger Settings
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Click
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Lightbox form added and “On”
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Create a WIDGET Opt-in
type form
![Page 115: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/115.jpg)
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Click
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Click
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Type Name of form Click
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Click
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Select template
Click
Opens in New Tab
![Page 120: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/120.jpg)
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Change according to your needs
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Click
Change image
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Select image
Click
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Click
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Change text and text style
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Click
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Click
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Edit text
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Change Submit button text
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Change Submit Button color
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Click
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Click
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Click
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Click
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Click
Check API connections
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Click
Check download link
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Click
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Click
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Click
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Click
Return to Leads Dashboard tab
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![Page 147: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/147.jpg)
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Select Click
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Widget form added and “On”
![Page 149: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/149.jpg)
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Go to Widgets
Click Appearance
Click Widgets
![Page 150: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/150.jpg)
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Anchor and Drag to Main Sidebar Menu
![Page 151: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/151.jpg)
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Drop Here
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Click
Choose Lead Group
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Click Save
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The Widget Opt-in
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Create a POST FOOTER Opt-in
type form
![Page 156: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/156.jpg)
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Click Add
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Click
![Page 158: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/158.jpg)
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Give Name to New form
Click
![Page 159: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/159.jpg)
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Click
![Page 160: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/160.jpg)
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Select template
Click
![Page 161: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/161.jpg)
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Edit template content and style according to your need.
![Page 162: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/162.jpg)
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Since the step by steps are
repeated in the first 5 forms,
![Page 163: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/163.jpg)
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You now have a pretty good grasp of the editing and style
menus.
![Page 164: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/164.jpg)
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So we’ll now skip the repetitive editing steps.
![Page 165: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/165.jpg)
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The Post Footer Opt-in template after the edits
Click Save Changes
![Page 166: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/166.jpg)
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“Display immediately on page load” is okay
Click
![Page 167: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/167.jpg)
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Post Footer form added and “On”
![Page 168: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/168.jpg)
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Preview of Post Footer Opt-in form
![Page 169: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/169.jpg)
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Create IN-CONTENT
Opt-in type form
![Page 170: How to Create Opt-in Forms with Thrive Leads](https://reader033.fdocuments.in/reader033/viewer/2022052606/589f28331a28ab4d568b483b/html5/thumbnails/170.jpg)
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Click Add
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Click
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Type form Name
Click
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Click
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Select template
Click
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Edit template content and style according to your need.
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Edited and customized template
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Click Save Changes
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Click
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Select from options
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Click
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Click
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Create SCREEN FILLER Lightbox
Opt-in type form
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Click
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Click
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Type Name of New form
Click
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Select template
Click
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Edit template content and style according to your need.
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Edited and customized template
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Click Save Changes
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Click
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Select Animation
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Create SCROLL MATS
Opt-in type form
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Click Add
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Click
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Click
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Select template
Click
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Edit template content and style according to your need.
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Click Save Changes
Edited and customized template
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Click
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Set Display setting
Click
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Scoll Mat form added and “On”
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We’ve created 8 Opt-in type forms
1. Ribbon 2. Lightbox 3. Widget 4. Post Footer 5. Slide-in 6. In-content 7. Screen Filler Lightbox 8. Scroll Mat
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Thrive Leads is a great tool in creating amazing
opt-in forms for your brand and needs.
Reference: Thrive Leads Plugin
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Reference: Thrive Leads Plugin