Create a popup, slide-in, bar or sign-up form

An opt-in is a small sign-up form that turns visitors into subscribers. PageShift has four kinds:

Find them under Leads & Growth → Popups. Only Administrators can use this screen. To send a free file to people who sign up, see Deliver a lead magnet by email.

Create an opt-in

1. Go to Leads & Growth → Popups, open the Opt-ins tab and click Add New.
2. Type a Name (1) only you see, for example "Hail checklist popup".
3. Choose the Type (2).
4. Leave Status (3) on Draft (not shown) while you work on it.
5. Choose a Lead magnet (4), or keep None: just subscribe.
6. In Content, type the Headline (5), an optional Text and the Button text (6).

7. In After they sign up, write what replaces the form: an optional Thank-you headline, the Message, and an optional button (for example Book a free inspection linking to /contact/).
8. In Sign-up, choose what to collect and where people go:
   • Also ask for their first name
   • Add them to Subscribers and Also add them to Leads
   • Ask for permission with a checkbox (recommended for the EU and UK): only people who tick it join Subscribers.
   • Tags, saved on the subscriber (for example hail, checklist).
9. Click Save.

Choose when and where it shows

Popups, slide-ins and bars have two more boxes. (Inline forms show wherever you place them.)

1. Show it (1): After a few seconds, After scrolling part of the page, When they are about to leave (exit intent) or Only when a link or button is clicked.
2. Set the number that goes with it, such as Seconds after the page opens (2) or Percent of the page scrolled.
3. Don't show again for (days) after it's closed (3) keeps it away from visitors who closed it.
4. Under Where to show, choose Every page or Only these pages, and list them (4), one per line. /blog/* means everything under /blog/. Use Never on these to leave pages out.
5. Choose Devices (5): Computers and phones, Computers only or Phones only.

For a bar, Bar position offers Bottom of the page or Top of the page. For a click-only popup, any link to #optin- plus its number opens it (the editor shows the exact link).

Check it and put it live

1. Click Preview on the site ↗ at the top of the editor. Your home page opens with the opt-in showing at once, even as a draft. Previews don't count as views.
2. When you're happy, set Status to Live on the site and click Save.

After signing up, the visitor sees your thank-you content:

On phones, a popup fits the screen width:

Manage your opt-ins

The Opt-ins tab lists each opt-in with its status, where it shows, Views, Sign-ups and Rate.

• Add New (1) starts another opt-in.
• Pause stops one; Go live (2) starts it again.
• Duplicate (3) makes a draft copy named "… (copy)".
• Report (4) opens its own figures with Recent sign-ups.
• Delete removes it and its stats after you confirm.

Place an inline form on a page

1. Create an opt-in with the type Inline (a section you place on a page) and the status Live on the site.
2. Open the page in the editor, click Add section and open Opt-in forms. Add your form and save the page.

You can also type the shortcode [optin id="3"] (with your opt-in's number) in a text block.

Test two versions

In the A/B test box, tick Test a second version (half of visitors see it) and fill in Version B headline and Version B button text. Each visitor keeps seeing the same version. The table shows Views, Sign-ups and Rate for A and B. Wait for about 100 views of each before picking a winner.

See how they do

The Overview tab shows Views, Sign-ups, Conversion rate, Confirmed their email and lead magnet figures for the period you choose, a chart per day, and tables by device, page and opt-in.