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Step. 1 | The Opt-in Form

Editing the Opt-in form

Learn how to edit the Opt-in form so that it includes all of the information and data you need to collect.

Last updated on 23 Oct, 2025

Editing the Opt-in form

Watch the video below to learn how to edit the Opt-in form so that it includes all of the information and data you need to collect.

 

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

  1. Access the Form Builder:

    • Navigate to the "Sites" section in your Funnel Breezy 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.

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