Important: Issue with Google Tag Manager in Optin pages & Order Form Pages at this moment. Please remove the code inside the pages and inside Funnel Settings > change the path to the page, and your page will continue to work.
This information can be used to add contacts to your email list. An email field and submit button are always required. Opt-in forms are essential tools for capturing visitor information, such as email addresses, in exchange for a resource or access to further steps in your funnel. They can be added to dedicated opt-in pages or integrated into other funnel steps, such as sales pages.
Before getting started, you will need to have the following:
Step 1: Create a ClickFunnels Optin Page. To create an opt-in page, start by adding a new funnel step specifically for an opt-in page. Choose from the available opt-in templates to build your page. These templates are pre-designed to help you quickly set up a professional-looking opt-in page.
Navigate to your funnels and click the funnel you wish to add a page to. Insert an "Input" element for each field you need (e.g., Name, Email). Add a "Button" element to submit the form. For each Input element, set the Field Type (e.g., Email, First Name) to ensure submissions map correctly to your contact database. Mark required fields as needed.
2. From inside the funnel steps, click "+ Add New Step."
3. Give the step a name.
4. Click "Create Funnel Step."
Step 2: Select a Template. Customize the spacing, colors, and text of your opt-in page to match your branding. Configure the button to "Submit Form," so it saves the contact information and proceeds to the next step in the funnel. To redirect users to a specific page (e.g., a thank-you or upsell page), enable the Redirect Override for the form and specify the destination.
1. From the menu, select optin and then choose The Optin Page using ClickFunnels.
From the dozens of pre-created Clickfunnels Optin Pages, choose the page that best suits your needs.
Common Use Cases
Delivering a Digital Guide: Add an email input field and a submit button to your opt-in form. Create a workflow that triggers on successful opt-in and includes an email step with a link to download your digital guide.
Redirecting to a Thank-You or Upsell Page: Configure the Redirect Override setting to send users to a specific page after submission.
FAQs About Opt-in Triggers
What Triggers an Opt-in on a Sales Page Step?: An opt-in is triggered when a visitor completes and submits an opt-in form. On pages using a 2-step order form, the opt-in is recorded when the visitor submits the first step, not when they click a CTA button.
By following these steps, you can effectively create and customize opt-in forms and pages in ClickFunnels to capture visitor information, deliver resources, and guide users through your sales funnel. Whether you're starting from scratch or adding to an existing funnel, ClickFunnels provides the tools you need to optimize your opt-in process.