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 in Retainful is a customizable sign-up form that can be embedded directly into your website. This form allows you to capture visitor information and add it to your audience lists, which can be used for marketing and engagement purposes. The embed form can be placed on any page of your site or in specific areas such as the footer or sidebar.

Here is a step-by-step guide on how to set it up:

Step-by-Step Guide to Creating and Embedding a Sign-Up Form in Retainful

Step 1: Choose Embed Sign-Up Form

  • Login to your Retainful dashboard.

  • Go to Sign-up Forms and click on 'Create a Form'.

  • Provide a name for the form.

  • Choose the Audience lists.

To choose the audience list, need to create the empty list first:

  • Navigate to the List and Segments and click on Create new list.

  • Provide a name for the list, and add a description.

  • Click on Create.

  • Now the empty list is created. Go back to the signup form,

Choose the Audience List: A dropdown menu to add a created new empty list from 'List and Segments’ for new users in the signup form.

Note: You can add a maximum of 5 lists, but only one list can be added to the workflow.

  • Select ‘the Embed form'.

  • Click on ‘Create a form’.

Step 2: Choose Template:

  • Choose from our pre-designed signup form templates or start from scratch and customize it according to your preferences.

Step 3: Template Customization:

Retainful allows you to customize the popup design. You can change the default text, button text, and more.

  • Pop-up Blocks:

Retainful Editor offers a range of customizable blocks such as text, images, buttons., etc. These can be seamlessly dragged and dropped into the pop-up template for easy customization.

  • Style Manager:

This allows you to adjust position and style settings to suit their preferences, enhancing the visual appeal of the pop-up.

  • Global Styles:

Global Styles allow you to maintain a consistent look and feel across all your pop-ups.

  • Text Setting: You can set global font styles that apply to all text elements. This includes font family, size, weight, line height, letter spacing, and color.

  • Button Setting: You can define a global style for all buttons. This includes the button color, hover color, text color, border radius, and padding. You can also set a global hover effect for your buttons.

  • Divider Setting: The divider setting allows you to set a global style for all divider lines. This includes the line type (solid, dashed, dotted), thickness, color, and alignment.

Page Manager:

Located at the top of the editor, it includes tabs like “Main Page”, and “Thank You”. These represent different stages in the pop-up transition, from email collection to the display of the thank you page with the coupon.

  • Save the Form at the top right corner, After making all the desired changes.

Step 4: Sign-Up Form Settings:

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

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

Edit Template: A button to edit the popup template.

Step 5: Settings Summary

Embed Tag:

Click on the ‘Copy’ button next to it to copy the tag and paste it into your store theme. This tag is a piece of HTML code, so handle it carefully and avoid modifying it.

Add in WordPress

You can add the embed form in two ways:

  1. Add Embed Form via Widgets

  • 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 4.

  • 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 save the changes.

(Or)

  1. Add Embed Form on Specific Pages

  • 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 Update to save the changes.

Remember, the location where you paste the Embed Tag is where your form will appear on your website. Choose the location wisely for maximum visibility and effectiveness.

Step 6: Choose Audience List: A dropdown menu to change or to add a created new empty list from 'List and Segments’.

Note: You can add a maximum of 5 lists, but only one list can be added to the workflow.

The lists created or added can be saved and used for future campaign purposes. This allows users to effectively target their audience in subsequent campaigns, making the process more streamlined and efficient.

Step 7: Tailor 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.

Analytics: Gain Insight into Viewer Engagement and Form Activity

Explore the analytics feature to obtain comprehensive data on viewer engagement, submissions, and detailed form activity, including essential customer information such as email ID, first name, last name, and phone number.

This valuable data empowers you with the metrics needed to understand viewer behavior and optimize your strategies for enhanced customer interaction and satisfaction.

Step 8: Enable the Form

  • After confirming your settings, take the next step by enabling the form and saving your 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 capture visitor details, leading to higher subscription and conversion rates.

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