Optin Form

1. Benefits of Optin Form

An optin form is a tool designed to automatically collect customer information from online channels. Getfly's form can be used on websites, landing pages, and more.

Using the Optin form will help you:

Simplify Form Embedding: Easily embed forms on your website or landing page.

Automatic Data Entry: Customer information is automatically entered into the system.

Automatic Tracking of Referral Sources: Records the source of customer sign-ups.

User-Friendly: No need for coding knowledge to use it.

2. Optin Form Permissions

To create and manage Optin forms on the system, you need to be granted permissions for the Optin form feature.

3. How to Create, Edit, and Delete an Optin Form

3.1. Create a New Optin Form

Navigate to the system -> Marketing -> Optin Form -> Add New.

The screen for creating a new optin form includes the following sections:

Optin Form Title: Name the form.

Description: Specify where this optin form is used, the campaign it's associated with, the time frame for usage, etc.

Required Information: Choose which information to collect from customers.

Check the fields to be included in the form.

Select mandatory fields, which customers must fill in to successfully submit the form.

Data Fields: Displays the fields required to collect customer information. Additional fields can be added in the data definition section (Here).

Placeholder: Provides a sample of the information customers should enter.

Settings:

Campaign Setup: When customers successfully submit the form, their information will be linked to a campaign.

Include details such as the opportunity that will be created, its status, who created it, and who is responsible for it.

Google reCaptcha: Use Google reCaptcha for validation before form submission.

Google reCaptcha Setup Guide.

Post-Submission Message: Set up a message or redirect customers to another page after they submit the form.

Note: Only one option (message or redirect) can be applied.

Time-Sensitive Forms: Set the form to be available for a limited period (for forms with a registration deadline).

If there’s no deadline, this step can be skipped.

Embed Code: Design the form according to your needs.

Align the Optin Form: Left, Right, Center, or Horizontal.

Customize text color, font, and button styles.

Show/Hide Labels.

Preview: View a sample of the form design.

Advanced Settings: Configure sources and track affiliate customer referrals (optional).

Affiliate Tracking: To track the person who referred a customer, you must embed the form using the provided JS code (iframe is not supported).

Assign Employee: Choose an employee (user account) to automatically generate a referral link with their unique ID. When customers use the link, the system will track the referring employee.

Assign Customer: Similar to assigning an employee, but the customer generates the referral link.

Note: This setting is optional.

Once all information is filled out, click Complete to create the Optin Form. The system will generate an embed code. Copy the code and paste it on the website or landing page where you want to display the form (ensure to modify the website’s code as necessary).

3.2. Edit an Optin Form

Click on the Optin form list screen -> Select the Optin form to edit.

3.3. Delete an Optin Form

Click on the Optin form list screen -> Select the Optin form to delete.

4. Optin Form Management

Navigate to Marketing -> Optin Form. The screen will display a list of all optin forms in the system.

Search: You can search by Optin form name.

Optin Form Status: Active/Deleted.

Optin Form Information: Includes the form name, description, creation time, creator, preview form, copy link containing the form, Enable/Disable option.

Disable Form: If you don’t need or want to use the form temporarily, you can disable it. When disabled, the form will no longer be visible on the page it’s embedded in.

Optin Form Effectiveness Statistics:

Access: Total number of customers who have accessed the form.

Today: Number of opportunities that customers have registered for today.

Total: Total number of successful form registrations.

Result Display: Choose how results should be displayed on the page.