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How can I let people join my contact list?
How can I let people join my contact list?

In this article, we'll walk you through how to use the Opt-In Form to grow your customer list and continue your sales process.

Jocelle avatar
Written by Jocelle
Updated over 2 weeks ago

Are you looking for a way to easily add leads to your list? You can use your Opt-in Form which allows you to collect information from potential clients and add them to your Customer list with just a few clicks.

What is the Opt-In Form?

The Opt-In Form is a web form that allows you to collect information from potential customers, such as their name, phone number, and email address. Once they submit the form, they are automatically added to your customer list.

Here's an example of what the Opt-In Form can look like.

Image #1

How to Customize the Opt-In Form

  1. Go to More > Web Pages > Opt-In Form

  2. Here, you can customize the form with the following:

    1. Page Title - Title/headline text for your page.

    2. Page Body - This is the main text content of your page. Use it like a description to explain what the person is opting in to.

    3. Confirmation Message - The message to show the user after they successfully opt in.

  3. Click Save.

How to Use the Opt-In Form

  1. Click the 'Copy Link' button on the upper part of the Opt-in Form settings.

  2. Send the link to your prospective clients or share it publicly.

  3. When someone clicks on the link and submits the form, their information will be automatically added to your customer list. You will be able to include them on a Blast message or send them a chat message under Messages.

Get Notified When Someone Joins Your List

When a lead joins your list via the Opt-In Form, you will receive a notification via email. This means you can stay on top of new leads and reach out to them in a timely manner.

Still have questions?
Feel free to chat with our friendly customer support team.

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