Embed Form
Learn how embed form helps you to convert website visitors into registered users or customers
Last updated
Learn how embed form helps you to convert website visitors into registered users or customers
Last updated
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.
Log in to your Retainful dashboard.
Navigate to Sign-Up Forms and click Create a Form
Provide a name for your form.
Choose or create an Audience List.
NOTE If you don’t have an existing list, you can create one.
Select Embed Form as the form type and click Create a Form.
Select from our ready-to-use signup form templates or create your own design from scratch, customizing it to suit your preferences.
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
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.
There are two ways to add embed form:
From your WordPress dashboard, navigate to Appearance.
In the Appearance menu, click on Customize.
In the Customize menu, select Widgets.
In the Widgets menu, select the area where you want to display the form. For example, you can select Footer Column 2.
Click on the ‘+’ icon to add a new widget.
In the search bar, type ‘Custom HTML’ and select it.
In the Custom HTML widget, paste the Embed Tag that you copied from Retainful.
Click on Publish to secure the changes.
From your WordPress dashboard, navigate to Pages.
Select the specific page where you want to display the form (For example, on the checkout page).
Click on Edit to modify the page.
Click on the ‘+’ icon to add a new block.
In the search bar, type ‘Custom HTML’ and select it.
In the Custom HTML block, paste the Embed Tag that you copied from Retainful.
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.
Provide a dropdown menu that allows users to easily add new items to the list or update existing ones.
NOTE You can create up to 5 lists; however, only one of these lists can be integrated into the 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.
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.
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.
The embed form effectively captures visitor details, leading to higher subscription and conversion rates.
