Boost Conversions with Popup Forms: Ecommerce Email Marketing Tutorial
Table of Contents
- Introduction
- What is a form?
- Creating your first form on Omnisend
- Exploring the forms library
- Filtering templates by goal
- Using branded forms
- Finding holiday celebration templates
- Different form types
- Customizing your form
- Adding and removing form fields
- Collecting email and phone number
- Getting consent and adding privacy policy link
- Changing form theme settings
- Adjusting form position
- Setting up behavioral settings
- Choosing when the form is shown
- Adding scroll depth and exit intent
- Designing the success message
- Adding images and text
- Setting up welcome automation and discount codes
- Enabling teaser
- Visibility settings
- Optimizing form for mobile, desktop, or both
- Setting up teaser for mobile and desktop forms
- Managing multiple forms
- Editing form names
- Updating live forms
- Monitoring form statistics
- Testing and publishing your form
- Previewing form on your website
- Checking form functionality and statistics
- Creating promotional forms for specific pages
- Using scheduling to define when forms are shown
- Transforming pop-up forms into landing pages
- Converting pop-up form to a landing page
- Customizing landing page design
- Testing and using landing pages for capturing social media followers' contacts
- Conclusion
Creating and Customizing Forms with Omnisend
Forms are a powerful tool in growing your contacts list and capturing valuable information from your website visitors. With Omnisend, setting up and customizing forms is simple and seamless. In this article, we will guide you through the process of creating and customizing forms to optimize your email marketing efforts. From exploring the forms library to adjusting behavioral settings, we will cover everything you need to know to create engaging and effective forms that drive results. So, let's dive in and get started!
1. Introduction
In this digital era, building and maintaining a strong email list is crucial for businesses. Forms play a vital role in converting website visitors into subscribers and customers. With the right form strategy and tools, you can effectively capture leads and nurture them through targeted email campaigns. Omnisend is a comprehensive email marketing platform that offers a wide range of features to help you create, customize, and optimize forms for maximum engagement and conversions.
2. What is a form?
Before we delve into the process of creating and customizing forms with Omnisend, let's first understand what a form is. In the context of this article, a form refers to the pop-up or embedded element on your website that prompts visitors to provide their contact information, such as their name and email address. Forms serve as a gateway for collecting valuable data that can be used for email marketing purposes, such as sending newsletters, promotions, or personalized content to segmented lists of subscribers.
3. Creating your first form on Omnisend
Getting started with creating your first form on Omnisend is quick and easy. Simply navigate to the form section in the Omnisend dashboard and click on the "Create Form" button. This will take you to the forms library, where you can choose from a variety of pre-made templates to inspire your own form design. The library offers filters based on your goals, such as collecting subscribers, promoting special deals, preventing product abandonment, or gathering out-of-stock product interest.
4. Exploring the forms library
The forms library in Omnisend is a treasure trove of pre-made templates that cater to various goals and aesthetics. By utilizing the filter options on the left side of the library, you can narrow down your search and find the perfect template for your brand. You can filter by goal, form type, and even find branded forms that align with your brand's identity by using the same colors, fonts, and buttons. Additionally, the library offers holiday celebration templates to help you prepare for upcoming festive periods.
5. Customizing your form
Once you have chosen a template from the forms library, it's time to customize it to reflect your brand's style and capture the necessary information from your visitors. Omnisend allows you to add and remove form fields based on your requirements. By default, the template may already have fields for collecting the first name and email address, but you have the freedom to modify this and prioritize capturing other data, such as phone numbers. It's important to ensure you get the necessary consent for collecting personal information by adding a legal consent block and including a privacy policy link.
6. Setting up behavioral settings
Behavioral settings determine when and how the form is triggered for website visitors. In the behavioral settings section, you have the option to define specific conditions for when the form should be displayed. This includes factors such as the number of pages a visitor has viewed, the time they have spent on the page, and even the scroll depth they have reached. You can also choose to enable exit intent, which tracks mouse movement and displays the form when a visitor is about to close the website.
7. Designing the success message
The success message is a crucial aspect of the form experience. It acts as a confirmation to visitors that their submission was successful and provides any additional information they may need. In the success message section, you can add images and customize the text to align with your brand's voice and style. It's also important to set up welcome automation and offer discount codes to entice and reward subscribers. Additionally, enabling a teaser ensures that visitors always see a small box related to the form before or after they interact with it.
8. Visibility settings
To maximize the impact of your form, it's essential to optimize its visibility for different devices and platforms. Omnisend allows you to select whether your form should be optimized for mobile, desktop, or both. You can also choose to have a teaser specifically for your mobile form. By setting up different visibility settings, you can ensure a seamless and engaging form experience across all devices and channels.
9. Managing multiple forms
As your email marketing efforts grow, you may find yourself managing multiple forms. Omnisend makes it easy to keep track of your forms by allowing you to edit and update their names. This helps you distinguish between different forms and understand their purpose. Additionally, you can monitor form statistics, such as views, sign-ups, and sign-up rates, to gauge the performance and effectiveness of each form.
10. Testing and publishing your form
Before going live with your form, it's crucial to test its functionality and appearance. Omnisend allows you to preview your form on your website, ensuring that it looks and functions as intended. Once you are satisfied with the form, you can enable it and start gathering subscribers. You can also create promotional forms for specific pages, using scheduling to define when the forms should be shown. This ensures that you capture leads and increase engagement during targeted campaigns or limited-time offers.
11. Transforming pop-up forms into landing pages
In addition to pop-up forms, Omnisend also supports the transformation of pop-up forms into landing pages. This allows you to create dedicated pages with unique URLs to capture contacts from different sources or campaigns. By customizing the design and content of these landing pages, you can provide a tailored experience that converts social media followers into valuable subscribers.
12. Conclusion
Forms are a powerful tool for email marketing, enabling businesses to capture and nurture leads effectively. With Omnisend, creating and customizing forms becomes a seamless process. By exploring the forms library, customizing form fields, setting up behavioral settings, and optimizing visibility, you can create engaging forms that drive results. Additionally, the ability to test and publish forms, monitor their performance, and transform them into landing pages further enhances the effectiveness of your email marketing strategies. So, take the plunge and leverage the power of forms with Omnisend to grow your email list and boost conversions.
