Create and Customise Your Opt-In Form

1. From the main Ivorey menu navigate to Site Pages > Forms > and click on the [Form Templates] folder
   
   Don't see the Form Templates Folder? → Message Support via the Live Chat Widget (blue circle in the bottom right corner of your Ivorey dashboard) and request that we upload the bonus forms into your account

2. Locate the Opt-In Form and hover over it > click the [three dots] > click [Duplicate] > click [Confirm]

3. Edit the form field and design

   • Delete any fields you don’t need (click the field > [Delete])

   • Uncheck the Required box for optional fields (*First name, email, and T&Cs are generally recommended to mark as required)

   • Use the Styles tab to:

     • Change colours, font sizes, and backgrounds

     • Add headings or extra text above or below the form

     • Match it to your branding​

4. (Optional) Update the button text (Make it specific to your offer (e.g. “Claim Your Free Workbook”)​

5. (Optional) Add extra fields: You can add dropdowns, checkboxes, or short answers (e.g. What industry are you in?). For help with advanced fields and design customisations, see our Forms Master Guide

6. Go to the Styles & Options tab > and click [Options] > under Submit Options, update the default message that users will see after submitting the form. If this form will be used inside a funnel or website page, you can override this setting from the page builder, but it’s still best practice to update the default just in case

Absolutely! If you don't want to choose from thousands of free Google Fonts, you can upload your own font file and add a snippet of code instead. Here's our training on how to do that

To change or update the name of your funnel, you can do so by clicking into the funnel > then clicking on the [Settings] tab > here you can change the name and the path URL to match the funnel you are building

To change the main URL of your funnel:

1. Go to [Site Pages] > [Funnels] > click into your funnel > then click on the [Settings] tab​

2. Make sure your domain is connected under the Domain tab

3. Update your path URL under the Path tab. Your path URL are the words that follow your domain and become the main URL for your funnel. (e.g. youdomain.com/the-ivorey-revolution). This will become the link that you can share online to drive traffic to your funnel.

To change the URL of specific funnel pages:

• Go to [Site Pages] > [Funnels] > click into your funnel

• Once you've connected your domain to your funnel, you will see a URL above the preview view of your funnel page. Here you can click on the settings icon next to the URL and update you path here
  
  Please note: If you see random numbers at the end of your funnel's URL, it's because of a conflict between the main funnel path and individual page paths. To fix this, make sure each page in your funnel has a slightly different path, like adding step numbers (e.g., awesome-offer-1, awesome-offer-2)

To add your PDF or free downloadable to your website or funnel directly please follow the steps below:

1. Upload your PDF to your Media Library

2. Click the 3 dots of your file > and select [get link] to copy the link of your PDF file

3. Then go to your website or funnel page and click on the button element > then on the right-hand settings menu, scroll down to the button actions section

4. Under the link to field, select Website URL from the dropdown menu

5. Then add your file URL to the field under Website

6. Click [Save] and [Publish] to make these changes live

This will now mean that your PDF or free download can be downloaded straight away from your website or funnel page directly