Here, you will enter your application name (the bit that comes immediately before...
On the pop-up that appears, you'll see a number of different form types. In this example, we're going to choose the first one, Pop Up, to create a simple pop-up form that appears to visitors on our site.
However, there are a number of other options here and you can find a great description of each one on the plugin's WordPress Plugin Directory page.
On the next screen, we'll give our form a name (in this case, Example Pop-Up Form.)
Then, we'll click the Next: Design button to move on to the next step: you guessed it, designing our pop-up!
Now, on this page, you'll see three example form layouts.
Click one to show a selection of pre-configured designs that use that layout! If you choose one and you decide you don't like the options that appear, no worries.
You can simply select another layout at the top to switch to another set of options.
Once you've selected an option you like, click the Next: Customize button at the bottom to see all the advanced customization options that are available!
For the purposes of this example, I'm not going to change much, as I could dedicate an entire blog post to this topic.
There is, however, one option I'd really like to draw your attention to near the bottom, below the Success Message Text option.
It's a checkbox called Redirect to URL after opt-in.
If you leave this box unchecked, simply type a message into the Success Message Text area and call it a day—this message will display to your visitors after they've submitted the form.
However, if you've got a custom Thank You page to send them to, check this box!
A new set of options will appear (shown below), that let you configure the thank you page's URL, as well as a delay (if you'd like to wait before redirecting them) and the option to open this page in the current browser window or even a new window.
Finally, it's on to the last step inside WordPress, so click the Next: Display Settings button.
Again, there are a lot of options on this page, but I think the important ones are:
- Trigger After Time Delay and Delay (in seconds) can be used together to control how long a visitor is on a page before the form appears (or, if deselected, to prevent it from automatically showing up.)
- Trigger When Element is Clicked, which makes a short code available in the WordPress post/page editor to create a clickable link
- Display once per session, when selected, also displays a second option, Session Duration (in days), which lets you restrict how often a visitor will see this pop-up on the same device.
- And finally, Display On and Display On Categories, which lets you select/deselect which types of content this pop-up should appear for. There are also a few other options that let you selectively allow/disallow the pop-up on specific pages or posts.
Step 4: Connect your new form to Campaign Builder.
In Infusionsoft, navigate to Marketing > Campaign Builder, and either choose an existing campaign or click the Create a Campaign to create a new one!
For this example, I've created a new campaign called Web Form Example.
In the Campaign Tools sidebar, under Goals, you'll see a goal called WordPress Opt-In with the WordPress logo as its icon. Drag one of these out onto the campaign canvas and double-click on it.
In the search box that appears, start typing and a list of forms you've created in WordPress will be available for autocomplete.
Select the form (in this case, Example Pop-Up Form) and click Save. Connect your WordPress Opt-In goal to a sequence, and you're off and running!
Your pop-up will now appear to your visitors based on the configured display settings, and any contacts created through submissions of that form will be automatically entered into this campaign.
Market like you mean it.
Now go sell something.
