Step. 1 | The Opt-in Form
Learn how to first create and edit and then embed the opt-in form you will be using to gather your leads.
Last updated on 23 Oct, 2025
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.
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.
Branding the Opt-in form
Learn how to make the form better match your branding.
Editing the Opt-in form terms
Learn why the terms have been added to your opt-in form by default and how to edit the wording so it's right for your business.
Naming and saving the form
Learn more on how we suggest naming your forms and then how to save them for the next steps.
Creating the Opt-in form