Creating the Opt-in form #

Learn where to find the opt-in form section and either create a new form, edit an existing form or duplicate one you have already created.

In this video I walk you through editing an existing form, creating a new form, duplicating an existing form, branding, editing terms, naming and saving the form.

1. Go to sites
2. Forms
3. Builder

How to Create Your Opt-In Form: A Step-by-Step Guide #

Choosing a Form:

1. Navigate to Forms: From the Infinity Interface main dashboard, go to Sites > Forms > Builder.
2. Select an Existing Form (Recommended):
   • You’ll see pre-built forms. Here are your options:
     • Edit the Basic Lead Magnet Opt-In Form: This is a pre-styled form already in your account.
     • Duplicate an Existing Form (if preferred): If you have another form you like the look of, select the three dots next to it and choose “Duplicate.
     • Add a Brand New Form (from scratch): Click “Add Form” button.

Deleting Unnecessary Forms (Optional):

• Click the trash can icon next to any unwanted forms 

How to Edit the Opt-in form: A Step-by-Step Guide #

1. Access the Form Builder:
   • Navigate to the “Sites” section in your Interface Interface dashboard.
   • Click on “Forms” and then select the form you want to edit.
     
2. Understand the Form Structure:
   • The right-hand side of the Form Builder contains basic styling options for the form itself.
   • The left-hand side lists available form elements and custom fields.
   • The center displays the form as it will appear to your visitors.
     
3. Manage Form Fields:
   • Add or remove fields: Use the “Quick Add” button or drag and drop fields from the left-hand side to add or remove them from your form.
   • Required fields: Mark fields as “required” by clicking the checkbox next to the field name. This ensures users complete essential information.
   • Field labels and placeholders: Edit field labels (the text above the input box) and placeholders (the text inside the input box) to provide clear instructions. Avoid using labels for a cleaner look.
   • Field types: Choose appropriate field types (text, email, phone, etc.) based on the information you need to collect.
     
4. Custom Fields:
   • Use custom fields to collect specific information that doesn’t fit into standard field types.
   • Add new custom fields by clicking “Add Custom Field” and selecting the desired field type.
     
5. Styling:
   • Basic styling options (colors, fonts) are available on the right-hand side of the form builder.

How to Brand Your Opt-in Form: A Step-by-Step Guide #

Background:

1. Set the “Form Background Color Opacity” to 0% (completely transparent). This ensures the form blends seamlessly with any background page.
2. Leave the “Border Color” and “Border Style” options empty. You don’t want a visible border around the form.

Form Width:

1. Adjust the “Form Width” to a suitable size for your content. A common width is 550 pixels.
2. Avoid using the “Inline” option unless necessary. It stacks form fields side-by-side, which might not be ideal for all layouts.

Field Appearance:

1. Change the “Field Color” to a color that complements your brand. Avoid very dark colors for better readability.
2. Set the “Font Color” (for typed text) to a contrasting color that’s easy to read on your chosen background.
3. Adjust the “Placeholder Text Color” (appears before typing) to a slightly lighter shade of the “Font Color” for better visibility.
4. Choose a suitable font from the available options. “Roboto” is a common choice.
5. Avoid “Agency Branding” which adds the Funnel Builder logo to your form.

Button Customization:

1. Click on the button to access its styling options.
2. Set the “Button Background Color” using your brand’s hex code or pick a matching color from the palette.
3. Edit the “Button Text” to your desired call to action.

How to Edit Your Terms and Conditions: A Step-by-Step Guide #

Steps:

1. Navigate to Settings and Custom Fields:
   • In your Infinity Interface dashboard, click on “Settings.”
   • Under settings, find and click on “Custom Fields.”
   • Right-click on “Custom Fields” and select “Open in new tab” to view it in a separate tab for easy switching.
2. Identify the Checkbox You Want to Edit:
   • You’ll see a list of custom fields, including “Marketing Consent” and “Booking Consent.”
   • The one you want to edit is likely “Marketing Consent” (unless your lead magnet involves booking a call).
3. Edit the Text:
   • Hover over “Marketing Consent” and check the box next to it under “Bulk Actions.”
   • Click “Edit.” This opens the default text for the checkbox.
   • Modify the text as needed. For example, remove unnecessary information like “message and data rates may apply” if you don’t use text message marketing.
   • You can also change the wording to better reflect your business and offerings.
4. Save Your Changes:
   • Once you’re happy with the edits, copy the revised text.
   • Go back to the “Custom Fields” tab and locate the “Marketing Consent” field again.
   • Click on the edit icon for “Marketing Consent.”
   • Paste your edited text into the field.
5. Verify the Changes on Your Lead Magnet:
   • Close the “Custom Fields” tab and go back to your lead magnet form.
   • You should see the updated text reflected in the checkbox.

Additional Notes:

• In the new form builder, the “show label” option might be toggled on automatically even if you previously turned it off. This seems like a temporary glitch. Simply uncheck it again if needed.
• The text changes will be reflected in your live lead magnet form. The extra space you see between fields in the form builder will not appear in the final version.
• It’s recommended to keep the text about not selling user information. This builds trust and encourages people to sign up for your lead magnet.

How to Name and Save the Form: A Step-by-Step Guide #

Why Consistent Naming?

• Saves time searching for forms by having a clear naming structure.
• Promotes organization within your forms library.

Steps:

1. Develop a Naming Convention:
   • Start with the type of form (e.g., “Lead Magnet”).
   • Separate words with a hyphen (-).
   • Add a brief description of the form’s purpose (e.g., “Double Your List”).
2. Example: “Lead Magnet-Double Your List”
3. Apply the Naming Convention:
   • Use this format consistently for all your forms.
   • Consider further details for complex offerings (e.g., “Course-Marketing 101”).
4. Save Your Form:
   • Locate the “Save” button, typically in the top right corner.
   • Click “Save” to finalize the naming and save your form.