05-Optin Form Management

On the Optin Forms Management page, you get an overview of how each of your forms is performing.  You can also create new forms based on the default templates that come with OptinLinks.  And you can adjust the global form settings that control form behaviors across your entire site. 



1. Find the Forms Management page by clicking the “Optin Forms” link at the top of the dashboard area.



 

2. From here, you can set the global form settings. (This is how a form will behave is someone happens upon a secure page without opting in. Get there by clicking “Global Form Settings”


 

3. This section contains a dropdown so you can select which form you prefer to use.  You can also change the form redirect delay.  You can also configure the fade-in delay on secure pages. This is the amount of time a visitor can see the page before it fades out and the form pops up, giving them a little “teaser” and making them more likely to opt in.  If you don’t want this to happen, simply set this value to “0” and the form will immediately display, without any preview of the page.  The last setting allows you to place your affiliate link in the “Powered by OptinLinks” footer of the form, allowing you to earn commission from that. This is optional, and will only occur if you check the box that says “Show OptinLinks Affiliate Link”.  Once you’ve made your choices, simply click the button that says “Save Global Form Settings. 


 

4. Now let’s look at creating a custom form.  Start by choosing a form from the dropdown menu.  To start, click on “Optin Forms”, then “Create Custom Form”.  Once there, you can select any form from the dropdown menu, then preview it by clicking on the “Preview” lik before you begin customizing. 



 

5. To begin customizing your form, simply click the “Start Form Customization Button”


 

6. As you can see, you get a live preview of the form.  Go ahead and name the form. 


 

7. If you want to add form field settings (name, address, etc.) check the boxes you want here.

 


8. You can also edit the button as before, as well as the text, look and feel of the forms.  The forms you can edit include the initial popup form, the “Waiting for Confirmation” form, and the “Success!” form.  You can customize each of these forms as you wish.




9. NOTE: If you leave a field empty, it will be deleted from the form. This is also handy in case you want to use your own custom HTML form (like one provided by your autoresponder.)  Simply delete all the fields, then paste the form into Body Text field.  You can also put in images or any other HTML that you want. 



10. Once you’re done editing your forms, simply save the form by clicking on the “Submit Customization” button. 

 


11. To get to your saved form, in the Forms Management section, click on the template on which it is based (i.e., “Default Squeeze Form”) and you’ll see the forms you’ve customized.  You can always edit again from this location, as well.