[{"@context":"https:\/\/schema.org\/","@type":"BlogPosting","@id":"https:\/\/xn--adrimadiseo-beb.com\/uncategorized\/how-to-create-a-lead-magnet-optin-form-in-wordpress-2-ways\/#BlogPosting","mainEntityOfPage":"https:\/\/xn--adrimadiseo-beb.com\/uncategorized\/how-to-create-a-lead-magnet-optin-form-in-wordpress-2-ways\/","headline":"How to Create a Lead Magnet Optin Form in WordPress (2 Ways)","name":"How to Create a Lead Magnet Optin Form in WordPress (2 Ways)","description":"Did you know that over 70% of first-time visitors will never return to your site again?\u00a0 As website owners ourselves, we know that collecting a ... Leer m\u00e1s<\/a>","datePublished":"2025-02-05","dateModified":"2025-02-05","author":{"@type":"Person","@id":"https:\/\/xn--adrimadiseo-beb.com\/author\/mitzamitza-es\/#Person","name":"adrimadise\u00f1o","url":"https:\/\/xn--adrimadiseo-beb.com\/author\/mitzamitza-es\/","image":{"@type":"ImageObject","@id":"https:\/\/secure.gravatar.com\/avatar\/4f04015a3698191a873267b006e8e8789ce30b6ee841a5518a6033860d50fe16?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/4f04015a3698191a873267b006e8e8789ce30b6ee841a5518a6033860d50fe16?s=96&d=mm&r=g","height":96,"width":96}},"publisher":{"@type":"Organization","name":"adrimadise\u00f1o.com","logo":{"@type":"ImageObject","@id":"https:\/\/xn--adrimadiseo-beb.com\/wp-content\/uploads\/2022\/05\/cropped-logo_adrima.png","url":"https:\/\/xn--adrimadiseo-beb.com\/wp-content\/uploads\/2022\/05\/cropped-logo_adrima.png","width":450,"height":90}},"image":{"@type":"ImageObject","@id":"https:\/\/xn--adrimadiseo-beb.com\/wp-content\/uploads\/2025\/02\/create-a-lead-magnet-optin-form-og.png","url":"https:\/\/xn--adrimadiseo-beb.com\/wp-content\/uploads\/2025\/02\/create-a-lead-magnet-optin-form-og.png","height":1080,"width":1920},"url":"https:\/\/xn--adrimadiseo-beb.com\/uncategorized\/how-to-create-a-lead-magnet-optin-form-in-wordpress-2-ways\/","about":["Uncategorized"],"wordCount":3279,"articleBody":"Did you know that over 70% of first-time visitors will never return to your site again?\u00a0As website owners ourselves, we know that collecting a visitor\u2019s email address is a great way to keep in touch with them and encourage them to come back. However, visitors need a reason to hand over their personal information \u2013 and a lead magnet like an ebook or PDF is a great motivator.Maybe you already have a lead magnet or you plan to create some shortly. Regardless, one thing is for sure \u2013 you\u2019ll also need an optin form to collect leads, increase your email subscribers, and provide instant access to your lead magnet.In this guide, we\u2019ll share two different ways to create a high-converting lead magnet optin form.\u261d Important Note: The first method is ideal if you haven\u2019t created a lead magnet yet, as you can build the optin and magnet using the exact same tool. So, if you\u2019re looking for an all-in-one solution, you\u2019re in the right place!Why Create a Lead Magnet Optin Form in WordPress?There are many different ways to create an optin form. But, in our experience, they don\u2019t always look good or work correctly on WordPress websites.\u00a0In this guide, we\u2019re focusing on tools that were designed for WordPress and have a dedicated WordPress plugin. This makes it easy to create optins that integrate seamlessly with your website and help you generate leads with minimal effort.Plus, you\u2019ll typically have a much easier time connecting the optin to other services you\u2019re already using on your site, particularly your email marketing provider. This helps you nurture leads, add them to automated workflows, monitor the actions they take on your site, and perform a ton of other important tasks.You\u2019ll also get all the benefits typically associated with WordPress, including more customization options and ownership over your data.While there are lots of alternatives available, creating your optin forms in WordPress really does offer unmatched advantages when it comes to control, customization, and integrations.That said, you can use the quick links below to jump straight to the method you want to use:Are you ready? Let\u2019s dive right in!Method 1. Using Beacon (Best All-In-One Solution)Beacon is a powerful lead magnet tool that lets you create unlimited optins using an intuitive, drag-and-drop builder.Unlike similar lead generation plugins, Beacon also has everything you need to create lead magnets. It has a ton of ready-made templates covering a range of different lead magnets, including eBooks, resource guides, checklists, and video lookbooks.\u00a0With all that said, Beacon is a good option if you\u2019re looking for an all-in-one solution for creating beautiful lead magnets and then distributing them using optins.We did a deep dive into its features for our Beacon review, so you may want to check that out.\u261d Pro Tip: In this guide, we\u2019re focusing on creating lead magnet optin forms, so we won\u2019t show you how to build a lead magnet using Beacon. We have a separate guide for that. Head over to our post on how to create a lead magnet that converts for more information.Already have a lead magnet? Then you can upload this resource to your Beacon account and then create an optin for that lead magnet. That means Beacon is also a good choice if you already have a library of lead magnets, and just want to create optins for those resources.What\u2019s more, Beacon has a \u2018free forever\u2019 plan that lets you create as many optins as you want. With that in mind, Beacon is ideal if you want to experiment with lots of different optin styles and formats, to see what delivers the best results.Step 1. Create a Beacon AccountAs we already mentioned, Beacon has a \u2018free forever\u2019 plan that lets you create as many lead capture forms as you want. However, the free plan limits you to creating 1 new lead magnet per month. So, depending on your needs, you may want to invest in a premium plan right away.To get started, head over to the Beacon website and either sign up for a premium plan or create your free account.\u00a0With that done, log into the Beacon dashboard, and you\u2019re ready to create your first lead magnet optin form.\u00a0Step 2. Add Your Email Provider (Optional)When you capture a new lead, Beacon can send that person\u2019s information to your email marketing service automatically. It can even add tags so you can segment these leads and run targeted campaigns in the future.If you want to use this feature, then head over to Account Settings \u00bb Email Integrations in the Beacon dashboard. Then, click the \u2018+\u2019 button.\u00a0Next, open the \u2018Choose Provider\u2019 dropdown and select your email marketing service, such as ActiveCampaign, CampaignMonitor, or Drip.Then, simply follow the onscreen instructions to set up this integration.\u00a0Step 3: Select Your Lead MagnetThe next step is choosing the lead magnet you\u2019ll offer to visitors. To do that, click on the \u2018Create New\u2019 button, followed by \u2018Lead Capture Form.\u2019At this point, you can either select a lead magnet you\u2019ve created using Beacon or upload an external resource you created using another program.\u00a0To use an external file, select \u2018Upload Resource.\u2019\u00a0You can then click the \u2018Choose File\u2019 button.After that, select any file from your local computer.Alternatively, you can use a lead magnet you created with Beacon. To do this, simply select \u2018Use Beacon Resource.\u2019You\u2019ll now see all the different lead magnets you created. Find the resource you want to use and click on the corresponding \u2018Select\u2019 button.\u00a0Step 4. Choose a TemplateNo matter what option you choose, the next step is picking your optin format.\u00a0For this guide, we\u2019ll be creating an inline form, as this lets you control exactly where the form appears on your site. For example, you might place it on a landing page or midway through a specific blog post. However, the steps will be similar for all the different optin formats.That said, we\u2019re going to select \u2018Inline Form\u2019 at this point.Beacon will now show all the different ready-made templates you can use. All these templates are fully customizable, so you can fine-tune them to match your WordPress theme or branding.\u00a0However, to save time, it makes sense to choose a template that closely resembles the kind of optin you want to create.\u00a0That way, you don\u2019t have to do too much editing.When you find a template you want to use, give it a click.Then, type in a name for the optin form. This will represent the form throughout the Beacon dashboard, so it\u2019s a good idea to use something descriptive.Once that\u2019s done, click on the \u2018Create Lead Capture Form\u2019 button.Step 5. Customize Your Optin FormBeacon will now load your chosen template in its drag-and-drop editor. This editor is split into multiple tabs, starting with the \u2018Trigger\u2019 tab, which is essentially how the form will appear on your website.To the left is a live preview that\u2019ll update automatically as you make changes.All the Beacon templates come with built-in, default content. To edit a built-in element, either click to select it in the live preview or select it in the left-hand menu.\u00a0When you do, the menu will show all the settings you can use to customize this element, such as changing the text size, font color, and background color.If the element contains text, then you\u2019ll see a section where you can replace it with your own messaging.\u00a0Want to make bigger changes to the inline form?\u00a0You can click to expand the \u2018Layout\u2019 section and choose between various layout options.\u00a0Want to change the background image or color? Then click to expand the \u2018Container\u2019 section and then use the various settings that appear.\u00a0As you make changes, the live preview will update automatically, so you can try lots of different settings to see what you like best.Step 6. Design a Thank You PageNext, it\u2019s time to customize the \u2018Thank You\u2019 message that Beacon will show every time someone completes your form. To get started, click the \u2018Thank You\u2019 tab.Once again, Beacon displays a live preview to the right and various settings on the left.\u00a0You can now change the headline, paragraph, and container settings in the same way you customized the \u2018Trigger\u2019 page.However, the \u2018Thank You\u2019 tab has an extra \u2018Social Share\u2019 section. This lets you add a row of social sharing buttons to the \u2018Thank You\u2019 page so visitors can share your lead magnet optin form across social media.\u00a0These icons are hidden by default, but you can change this by clicking to expand the \u2018Social Share\u2019 section and then unchecking the \u2018Hide Social Share\u2019 box.You can then add or remove buttons for Twitter\/X, Facebook, LinkedIn, or sharing via email.\u00a0You can also change the text that appears above this row of social sharing buttons, along with the font size and color.Don\u2019t want to display a \u2018thank you\u2019 message? Beacon can redirect the visitor to a different URL instead, such as a completely custom \u2018thank you\u2019 page you created using a plugin like SeedProd.\u00a0To do this, click to expand the \u2018Redirect\u2019 section and then type in the URL you want to use.\u00a0Step 7: Customize the Confirmation Email\u00a0By default, Beacon will automatically send an email confirmation to everyone who completes your form. This email contains a \u2018Download\u2019 link for your lead magnet, so it works out of the box.However, the default template is pretty basic, so you\u2019ll typically want to customize it.\u00a0To do this, click the \u2018Confirmation\u2019 tab.Once again, you\u2019ll see a live preview to the right and several options in the left-hand menu.\u00a0Here, you can change the email subject, the \u2018from\u2019 name, the \u2018reply to\u2019 address, and the email body.If you\u2019ve connected Beacon to your email marketing provider, then you can also enable double opt-in.This requires users to confirm their subscription by opening your email and clicking a link. Once that\u2019s done, Beacon will add their contact information to your email marketing provider.\u00a0In this way, you can avoid adding spambots or incorrect email addresses to your mailing list. This helps to keep your list clean and healthy while avoiding wasting resources by sending messages to inactive email addresses.For that reason, we recommend clicking to expand the \u2018Opt-in Settings\u2019 section and then selecting \u2018Double Opt-in\u2019 unless you have a very specific reason not to.For more on this topic, please see our guide on how to prevent signup spam in WordPress.Step 8: Publish Your FormWhen you\u2019re happy with how your optin is set up, it\u2019s time to add it to your site. Thankfully, Beacon makes that easy. Simply select the \u2018Publish\u2019 tab to get started.On this page, you\u2019ll see some HTML code that Beacon creates automatically.Before navigating away from this screen, make sure to click on the \u2018Save\u2019 button to store your latest changes.Then, copy the HTML code and head over to your WordPress website. You can now add this code to any page, post, or widget-ready area using the \u2018Custom HTML\u2019 block.As an example, let\u2019s see how you can add the optin to a post. Simply open the post as normal in the content editor, and then click the \u2018+\u2019 button.Use the search tool to locate the \u2018Custom HTML\u2019 block and add it to the page.Now, go ahead and paste your code into the Custom HTML block.You can now add more content to the page, tweak its design, and make other changes, as normal. When you\u2019re ready to go live, simply update or publish the page.Now, if you visit your WordPress website, you\u2019ll see the lead magnet optin in action.\u00a0Method 2. Using OptinMonster (Best For Creating Powerful Optins)Do you already have a lead magnet you want to use in your campaigns? Then OptinMonster may be the perfect solution for you. It lets you create all kinds of advanced optin forms, including formats like floating bars, popups, and gamified spin-to-win optins. Plus, it has a template library of 400+ high-converting designs that you can customize with its drag-and-drop builder.We\u2019re huge fans of this tool ourselves. We use it for all our pop-ups, slide-ins, and header banners. So we can confidently tell you that when it comes to creating optins, the possibilities are pretty much endless with OptinMonster.To learn more, see our full OptinMonster review.The nice thing about OptinMonster is that it lets you deliver lead magnets via email, direct download, or both, giving your subscribers the freedom to choose their preferred method.Although you can use OptinMonster\u2019s gated content feature to turn any blog post into a lead magnet or content upgrade, its true strength lies in creating highly effective optin forms.With that said, we recommend OptinMonster if you already have some lead magnets, and need a way to capture as many leads as possible.Step 1. Set up OptinMonsterFirst, you\u2019ll need to sign up on the OptinMonster website. Simply click the \u2018Get OptinMonster Now\u2019 button to get started.\u00a0You can then choose the OptinMonster plan you want to buy and follow the onscreen instructions to complete your purchase.With that done, it\u2019s time to install and activate the free OptinMonster WordPress plugin. This connects your WordPress site to your OptinMonster account.For more details, please see our guide on how to install a WordPress plugin.Once you activate the plugin, you\u2019ll see the OptinMonster welcome screen and setup wizard. Go ahead and click the \u2018Connect Your Existing Account\u2019 button.You\u2019ll now see a small window where you can sign into your OptinMonster account.In this popup, click the \u2018Connect to WordPress\u2019 button to link your website to OptinMonster.Step 2. Choose a Campaign Type\u00a0Now, you\u2019re ready to create your lead magnet campaign by heading over to the OptinMonster \u00bb Campaigns page in your WordPress dashboard.With that done, click the \u2018Add New\u2019 button.OptinMonster will now ask you to select a template or use a playbook. Playbooks are ready-to-use campaigns based on tried-and-tested strategies from some of the world\u2019s most successful brands, so they\u2019re perfect for creating high-converting campaigns, fast. However, in this guide, we\u2019ll be selecting \u2018Templates.\u2019\u00a0At this point, OptinMonster will show all the different campaign types you can choose from. This includes slide-ins, floating bars, and gamified popups.The steps will be similar no matter what type of campaign you choose. However, in this guide, we\u2019ll be creating an inline form, since you can add it easily to any page, post, or widget-ready area. With that said, go ahead and select \u2018Inline.\u2019Step 3. Select a TemplateYou can now choose the template you want to use. All the OptinMonster templates are fully customizable, but you can save time by choosing a template that closely represents the form you want to create.\u00a0To preview a design, simply hover over the template and then click the \u2018Preview\u2019 button.This opens the template in a popup.\u00a0When you find a design you want to use, click on the \u2018Use Template\u2019 button. We\u2019ll be using the Unlock Gated Content template in all our screenshots, but you can choose any design you want.\u00a0After selecting a template, go ahead and give your campaign a name by typing into the popup that appears. Then, click on \u2018Start Building.\u2019Step 4. Build Your Lead Magnet OptinOptinMonster will now load your template in its drag-and-drop editor so you can customize it.All the templates come with built-in blocks, such as Text, Image, and Button blocks. To edit any block, simply click to select it in the live preview.\u00a0The left-hand menu will then show all the settings you can use for that particular block.You can also change text directly in the live preview.To change the text style, simply highlight it and then use the settings in the toolbar that appears.Want to delete a block instead?Just hover over it in the live preview and then click the trashcan icon when it appears.To add more blocks to your design, simply drag them from the left-hand menu and then drop them onto the live preview.\u00a0Simply repeat these steps until you\u2019re happy with the lead magnet optin form.\u00a0Step 5. Design Your Success Message\u00a0When someone completes your optin form, OptinMonster will display a \u2018success\u2019 message by default. To customize this screen, click the \u2018Success\u2019 tab.At this point, you need to choose how visitors access your lead magnet: via email, a direct download, or both.\u00a0This choice will affect your \u2018Success\u2019 message\u2019s design and content. For example, if you deliver your lead magnet via email, then the message should tell users to check their inbox. Meanwhile, for direct downloads, you\u2019ll want to add a button so visitors can trigger their download.No matter what method you choose, you\u2019ll design the success message in the same way as the opt-in form. Simply click to select the built-in blocks and then customize them using the settings in the left-hand menu. You can also drag new blocks onto the layout, type in text, and delete unwanted blocks.\u00a0If you\u2019re using the download method, then make sure you add a Button block to your lead magnet optin. Then, open the \u2018Button Click Action\u2019 dropdown in the left-hand menu and select \u2018Open in a new window.\u2019In the \u2018New Window URL\u2019 field, paste a direct link to your lead magnet.\u00a0Now, when someone clicks this button, the file will open in a new tab, ready for them to save.Finally, make sure you enable the \u2018Conversion tracking\u2019 slider so you can monitor how people interact with this button.Want to send your lead magnet via email? Then click on the \u2018Integrations\u2019 tab and select \u2018Add a New Integration.\u2019\u00a0You can now choose your email marketing provider.\u00a0With that done, follow the onscreen instructions to configure the integration and create your email. The steps will vary depending on your provider, but OptinMonster will guide you through the process.Step 6. Publish Your Optin FormThe final step is adding the lead magnet optin to your WordPress website. To do this, go ahead and click the \u2018Publish\u2019 tab. You can then click \u2018Save\u2019 in the toolbar.\u00a0In the popup that appears, select \u2018Publish Now.\u2019Since you already installed the OptinMonster plugin, this optin will be available in your WordPress dashboard right away.Simply head over to your website and open the page or post where you want to display the lead magnet optin.\u00a0Then, click the \u2018+\u2019 button to add a new block. Use the search tool to find the \u2018OptinMonster\u2019 block and simply add it to your page or post.Then, in the OptinMonster block, open the dropdown that says \u2018Select Campaign\u2026\u2019 by default.Here, you\u2019ll want to pick the campaign you just created.OptinMonster will now add the lead magnet optin form to your page. When you\u2019re ready to make it live, simply update or publish the page as normal. And that\u2019s it!Bonus Resources for Lead GenerationNow that you have your lead magnet optin form set up, you may wish to read some more articles to boost your lead generation efforts:If you liked this article, then please subscribe to our\u00a0YouTube Channel\u00a0for WordPress video tutorials. You can also find us on\u00a0Twitter\u00a0and Facebook. "},{"@context":"https:\/\/schema.org\/","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Uncategorized","item":"https:\/\/xn--adrimadiseo-beb.com\/uncategorized\/#breadcrumbitem"},{"@type":"ListItem","position":2,"name":"How to Create a Lead Magnet Optin Form in WordPress (2 Ways)","item":"https:\/\/xn--adrimadiseo-beb.com\/uncategorized\/how-to-create-a-lead-magnet-optin-form-in-wordpress-2-ways\/#breadcrumbitem"}]}]