Skip to main content

Create and Customise Your Opt-In Form

Monique from Ivorey™ avatar
Written by Monique from Ivorey™
Updated this week

Before You Dive In

This article is one step from our Master Help Guide: All About Opt-In Funnels. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.

Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

This guide is perfect if you're looking to:

  • Learn how to duplicate a form template, edit fields, adjust styles, and match your branding

  • Learn how to configure form submission actions like setting up the default message users see after submitting and understand how to override it within a funnel or page.
    ​

Step 1: Create and Customise Your Opt-In Form

Click here for the written steps:

  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

Step 2: Updating Important Settings For Your Funnel

Click here for the written steps:

  1. Go to the Settings tab in your funnel > connect your domain (only if you're ready - see our Domains Master Guide for assistance with this) > set the path/URL (e.g. /free-workbook) so your full link looks like: yourdomain.com/free-workbook > add any tracking pixels if needed > press [Save]
    ​

  2. Now click [Edit Page] in the Opt-In Page to load the Page Editor > Click on the [form block] and select the form you created in Step 1 (e.g. Free Workbook Form).
    ​

  3. On the right hand settings panel, change the form action to: Go to next step in funnel. This will send people to the thank you page (the next step in your funnel) after they complete the form

    Not everyone will fill out the form at the top of your page, which is why we have added many buttons to provide more chances to opt-in. We suggest using the pop-up form feature as follows:

  4. Click on all of the buttons on the page. In the right panel, make sure the action is set to: Open Pop-Up
    ​

  5. Click on the [Popup Settings] icon on the top bar of the page, and link the same form you created in Step 1. Ensure the popup is enabled in the settings panel
    ​

  6. Click on the form you just added into the popup, and ensure the form action is set to: Go to next step in funnel. This will send people to the thank you page (the next step in your funnel) after they complete the form

    Now it's time to adjust your SEO settings for the page:
    ​

  7. Inside the Page Builder, click on the [SEO Settings] icon on the top bar
    ​

  8. Update the page title, description, author name, and add a social image
    (This controls how your page appears when shared online)

Next Steps

If you’ve completed the steps above, head back to the Master Help Guide on Opt-In Funnels to move onto the next phase.

Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

Frequently Asked Questions

Can I add custom fonts to my funnel pages?

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

How do I change the name of my funnel?

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

How do I change the URL of my funnel pages?

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)

How do I add a link to download my free E-book from a button on my website or funnel directly?

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

Need Help?

Hit the support chat widget inside Ivorey - we can:

  • Drop the templates directly into your account if you can't find them

  • Walk you through any of the steps

  • Troubleshoot anything that’s not working

We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍

Related Articles
Test a Sales Funnel and Manage Settings
Design & Customise Your Your Opt-In Funnel Template
Set Up Your Opt-In Email and Workflows
Customise Form Branding
Share and Use Forms
Did this answer your question?