How to display an opt-in form with Portal

Video:




The opt-in form in Portal allows you to add subscribers to a list in your automated email platform.

In your Portal Editor, select the Apps tab

Then enable the Opt-in Form in the App Directory

After you enabled the Opt-in Form in the App Directory, it will appear under the Selected section

Throughout the configuration, you'll see a live preview of what the opt-in will look like in Portal on your website.




🎨 Style your Opt-in Form

You can style your opt-in form by customizing the title and description, choose to require the subscriber's name, and upload an optional image.

You can also customize the button text, choose a button color and add custom text as a thank you message.




📧 Integrate your Opt-in form with your email platform

To ensure that your new subscribers are added to your list in your email platform, click the "Integrate with your email platform" button to start the integration process.



Now choose your email platform API integration and click the "Edit Email Settings" button:



Next you need to configure your integration by choosing the Integration type (the options here might be different depending on your email platform) and the sequence or list the subscriber should be added to. Now click the "Save" button:



Once you save your Portal Theme changes, your opt-in form is ready to be tested.

Open your page, opt-in with a test email, and make sure that you're added to the correct list or sequence in your email platform.


If you have any questions, please let us know at help@converthub.so or in our live chat at the bottom right of your screen
Was this article helpful?
Cancel
Thank you!