Retainful Knowledge Base
  • Retainful Knowledge Base
  • Installation
    • WooCommerce
    • Shopify
    • Setting up a Sending Domain
  • Automations
    • Welcome Email Series
    • Abandoned Cart Recovery Emails
    • Thank you Email Series
    • Win Back Emails
    • Product Review Request Email
    • Order Follow Up Emails
    • Product Specific Follow Up Emails
    • Automation Workflow Settings
      • Entry Rules
      • Trigger Rules
      • Customer Rules
      • Exit Rules
      • Block / Steps
    • Smart Sending
    • Smart Delay
  • EMAIL SETTINGS
    • Email Drag and Drop Editor
    • Save as Template
    • Adding a store logo on your email template
    • Adding a Coupon Block to Your Email Template
  • Campaigns
    • Creating a Campaign
  • AUDIENCE
    • Getting started with List & Segments
    • Creating a List
    • Creating a Segment
  • Signup Forms
    • Add to Cart Popup
    • Exit-Intent Popup
    • Welcome Popup
    • Embed Form
    • Enabling Signup Forms In Retainful Settings
    • Popup Editor
    • Popup Triggers
    • Popup Targeting
  • Contacts
    • What is a Contact
    • Import Contacts From Store
    • Import Contacts From CSV File
  • Metrics & Cart Activity
    • Cart Activity
    • Conversions
    • Automation Outbox
    • Campaign Outbox
  • Teams
    • Invite Team Members
  • SETTINGS
    • Retainful Settings
      • General
      • Email
      • Suppression List
      • UTM Parameters
    • Retainful - WooCommerce Plugin Settings
  • Integrations
    • MailChimp
    • MailerLite
    • Klaviyo
    • HubSpot
    • Brevo (Formerly SendInBlue)
    • Active Campaign
    • ConvertKit
    • Zapier
    • Migrate To Improved Integrations
  • HOW TO's
    • How to Insert Retainful's Shortcodes
    • How to Resolve Cart Recovery Emails Sent After Order Placement
    • How to Create Dynamic Coupon Codes in Emails
    • How to check conversions
    • How to ensure GDPR compliance - Marketing Consent
    • What Are Opt-In Settings and How Can You Configure Them?
    • How to Manage Multiple Stores with Retainful
    • How Can You Improve Email Deliverability
    • Best Practices for Higher Deliverability & Engagement
    • Sending Domain
      • GoDaddy
      • Hostinger
    • Google & Yahoo Sender Requirements
    • How Customer's Email Address is captured?
    • How Retainful Tracks Conversions with Coupon Codes?
    • How to delete a Bounce-back email or a failed email address?
    • How Was My Store Account Deleted?
    • How to insert coupon codes in automation emails?
    • How Can You Use Google Fonts in Retainful Email Templates?
  • Developers
    • Getting started
    • Authentication
    • Contacts
    • Lists
Powered by GitBook
On this page
  • What is an Embed Form in Retainful?
  • Creating an Embed form in Shopify
  • Choose Template:
  • Customizing Your Signup Form Template
  • Sign-Up Form Settings
  • Adding Embed tag in Shopify
  • Creating an Embed form in WooCommerce
  • Choose Template:
  • Customizing Your Signup Form Template
  • Sign-Up Form Settings
  • Adding Embed tag in WordPress
  • TYPE- 1: Add Embed tag in WordPress:
  • TYPE -2: Add Embed Form on Specific Pages:
  • Choose an Audience list
  • Tailor Popup visibility
  • Enable the Embed form
  • Conclusion:

Was this helpful?

  1. Signup Forms

Embed Form

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

PreviousWelcome PopupNextEnabling Signup Forms In Retainful Settings

Last updated 3 months ago

Was this helpful?

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

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.

Creating an Embed form in Shopify

  1. Log in to your Retainful dashboard.

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

  1. Provide a name for your form.

  2. Choose an Audience 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 Template:

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

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:

Adding Embed tag in Shopify

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

  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.

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

  3. Provide a name for your form.

  4. Choose an Audience 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 Template:

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

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:

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.

  1. In the Customize menu, select Widgets.

  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.

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

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

  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.

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

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

  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

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.

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!

  • 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.

Click create form
Choose embed form
Choose a template
Popup editor settings
Embed Settings
Click on customize
Go to Widget
Click 'Add' icon
Select the custom HTML
Paste the tag
Choose any page and click edit
Select Custom HTML
Paste the Embed Tag
Change or to Add lists

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

Publish the Embed form
Embed form in Footer page

Email Us: Reach out anytime at .

.

Click here
support@retainful.com
Schedule a call with us
Enabling sign-up forms in Wordpress
Connecting your shopify store to Retainful
Click create form
Naming the form and choosing the list
Choose embed form
Choose a template
Embed Settings
Copying the Embed code
Copy the code
Naming the form and choosing the list
Always display
How to create an Embed form in your Woocommerce Store?