Embed Form

Learn how embed form helps you to convert website visitors into registered users or customers

What is an Embed Form in Retainful?

An embed form is a customizable sign-up form that can be embedded directly onto your website. It allows you to collect visitor information and automatically add it to your audience lists, which can be used for targeted marketing and engagement. The embed form can be placed on any page of your website or specific areas like the footer, sidebar, or checkout page.

WooCommerce Merchants: Enabling signup forms

In WooCommerce, you need to enable the "Sign up form" in the Retainful plugin

  1. Go to your WordPress dashboard -> Retainful -> Settings

  2. Set 'Enable Signup Forms / Popups' to 'Yes'.

  3. Click Save

Enabling sign-up forms in Wordpress
How to create an Embed form in your Woocommerce Store?

Instructions to connect Retainful in Shopify:

Step 1: Go to your Theme Editor -> App Embeds and enable the "Retainful" widget.

Step 2: Paste your store access token in the input box.

Step 3: Click the "Save" button. Ensure to save before you exit the theme editor.

Connecting your shopify store to Retainful

Creating an Embed form in Shopify

  1. Log in to your Retainful dashboard.

  2. Navigate to Sign-Up Forms and click Create a Form.

Click create form

  1. Provide a name for your form.

  2. Choose an Audience List.

Naming the form and choosing the list

NOTE If you don’t have an existing list, you can create one.

  1. Select Embed Form as the form type and click Create a Form.

Choose embed form

Choose Template:

Select from our ready-to-use signup form templates or create your own design from scratch, customizing it to suit your preferences.

Choose a template

Customizing Your Signup Form Template

Retainful allows you to customize the popup design. You can change the default text, button text, and more. Use the drag-and-drop editor to personalize the form:

  • Blocks: Add text, images, and buttons.

  • Style Manager: Adjust the layout and styles for a polished look.

  • Page Manager: Edit different stages of the popup, including the Main Page, and Thank You Page.

Learn more about the popup editor and how to work with it: Click here

Sign-Up Form Settings

With the signup form settings, you can set the following:

  • Edit Template: A button to edit the pop-up template

  • Edit List: A button to edit or change the list.

  • Edit Target: A button to edit the target options.

  • Devices: Options to enable the popup for Desktop and Mobile.

Settings Summary:

Embed Settings

Adding Embed tag in Shopify

Copy the embed code from the Retainful and paste the code in the respective block.

Copying the Embed code

  1. Select the Footer Section Navigate to the Footer section in your Shopify theme editor.

  2. Add a Block

    • Under the Apps block, click on Add block.

    • A list of available app blocks will appear.

  3. Embed Retainful Form

    • From the list, locate and select the Embed Form option for Retainful.

  4. Copy the Embed code:

Copy the Embed code that is copied from the Retainful earlier to display the popup.

Copy the code

After pasting the code, the popup form will appear on the respective block. Save this to secure the changes. In this way, you can embed the popup in your Shopify store.

Creating an Embed form in WooCommerce

Adding the embed form in WooCommerce is same as in the Shopify. Follow the below instructions to create an Embed form in WooCommerce.

  1. Log in to your Retainful dashboard.

  2. Navigate to Sign-Up Forms and click Create a Form

    Click create form

  3. Provide a name for your form.

  4. Choose an Audience List.

Naming the form and choosing the list

NOTE If you don’t have an existing list, you can create one.

  1. Select Embed Form as the form type and click Create a Form.

    Choose embed form

Choose Template:

Select from our ready-to-use signup form templates or create your own design from scratch, customizing it to suit your preferences.

Choose a template

Customizing Your Signup Form Template

Retainful allows you to customize the popup design. You can change the default text, button text, and more. Use the drag-and-drop editor to personalize the form:

  • Blocks: Add text, images, and buttons.

  • Style Manager: Adjust the layout and styles for a polished look.

  • Page Manager: Edit different stages of the popup, including the Main Page, and Thank You Page.

Learn more about the popup editor and how to work with it: Click here

Popup editor settings

Sign-Up Form Settings

With the signup form settings, you can set the following:

  • Edit Template: A button to edit the pop-up template

  • Edit List: A button to edit or change the list.

  • Edit Target: A button to edit the target options.

  • Devices: Options to enable the popup for Desktop and Mobile.

Settings Summary:

Embed Settings

Adding Embed tag in WordPress

There are two ways to add embed form:

TYPE- 1: Add Embed tag in WordPress:

  1. From your WordPress dashboard, navigate to Appearance.

  2. In the Appearance menu, click on Customize.

Click on customize

  1. In the Customize menu, select Widgets.

Go to Widget

  1. In the Widgets menu, select the area where you want to display the form. For example, you can select Footer Column 2.

  2. Click on the ‘+’ icon to add a new widget.

Click 'Add' icon

  1. In the search bar, type ‘Custom HTML’ and select it.

Select the custom HTML

  1. In the Custom HTML widget, paste the Embed Tag that you copied from Retainful.

Paste the tag

  1. Click on Publish to secure the changes.

TYPE -2: Add Embed Form on Specific Pages:

  1. From your WordPress dashboard, navigate to Pages.

  2. Select the specific page where you want to display the form (For example, on the checkout page).

  3. Click on Edit to modify the page.

Choose any page and click edit

  1. Click on the ‘+’ icon to add a new block.

  2. In the search bar, type ‘Custom HTML’ and select it.

Select Custom HTML

  1. In the Custom HTML block, paste the Embed Tag that you copied from Retainful.

  1. Click on Save to secure the changes.

The form will appear on your website wherever you paste the Embed Tag. Place it thoughtfully to ensure maximum visibility and effectiveness.

Choose an Audience list

The dropdown menu allows you to easily add new items to the list or update existing ones.

NOTE You can create up to 5 lists; however, only one list can be integrated into an automation workflow at a time.

The lists you create or add can be saved and reused for future campaigns. This helps you efficiently target your audience in upcoming campaigns, streamlining the process and enhancing your marketing efforts.

Tailor Popup visibility

POPUP VISIBILITY Diversify targeting options by activating multiple settings aligned with your preferences. Discover how to configure these targeted options for precise audience engagement: Click here.

This step empowers you to effectively tailor popups, ensuring they reach specific audiences based on your desired criteria.

Always Display: This option helps you to display the embed form every time.

Always display

Enable the Embed form

After confirming your settings, take the next step by saving the form's settings and publishing the form. This will save the settings configurations.

Your Retainful embed form should now be successfully integrated into your website.

Upon the customer's entry of their email address, click on "submit”. So they have subscribed to receive your newsletters.

Conclusion:

The embed form effectively captures visitor details, leading to higher subscription and conversion rates.

Need More Help?

We’re here to make things easier for you!

  • Email Us: Reach out anytime at support@retainful.com.

  • Schedule a Call: Still stuck or need a hands-on walkthrough? Book a quick session with our support team, and we’ll guide you step-by-step.

Schedule a call with us.

PreviousWelcome PopupNextEnabling Signup Forms In Retainful Settings

Last updated

Was this helpful?