Setting up an optin form

You can set up an optin form in the editor multiple ways. You can use a ready made optin page template, use just a design block or build your own form from scratch.

First we will check how you can set up the form itself, then we will get through the actual form functions.

Creating an optin form from a page template

  • Create a project or open an existing one where you would like to have your optin form

  • Click on create new page

  • In the search field enter "optin" – this will list all the available optin page templates

  • Select any template that you would like and click "Create" after hovering the selected template

  • This will load the editor with the selected template ready to go

  • It is suggested to save your new page right away with a new page name

Creating an optin form from a design block

If you already have a page which needs an optin form, or you do not like any of the ready made optin page templates, you can use a ready made design block.

  • Open the page in the editor where you would like to add the optin form

  • Go to Blocks in the left sidebar and select a style (e.g. Auralis)

  • Scroll down and select "Optin" and choose an optin block

  • Click and drag the block into the editor where you would like it displayed

  • You can use any optin block style you prefer

Creating an optin form from scratch

If you do not like the ready made templates or design blocks, you can design your own form from scratch.

  • Click on "Add Element" where you would like the form

  • Add at least one "Form Input" element (e.g. email, name, phone)

  • Add at least one Button element to act as the submit button

  • Design and align the inputs and button to fit your page layout

Setting up the form functions

After creating the form, you need to set up its functionality. Start by preparing the input fields.

  • Click on "Edit" (green pencil icon) for each input field

  • Add a unique and descriptive name (e.g. name, email, phone)

  • Optionally enable validation for each field

  • Edit the submit button

  • Select "Submit Button Settings"

  • Enable "Form Submit Button"

  • Choose where the data should be saved:

    • Integrated application (e.g. ConvertKit, GetResponse)

    • Save inside the app

    • Custom action (webhook, Zapier, make.com)

  • Select the integration and target list if using an external app

  • Optionally enable "Save data in app"

  • Set up Form Fields Mapping to match input fields correctly

  • Ensure email maps to email, name to name, etc.

  • Configure success behavior after form submission:

    • Show a success message

    • Redirect to a URL

    • Do nothing

  • Save and publish your page to test the form

  • If you encounter any issues, contact support