Building an Opt-In Step with a Form

Step by step

From empty page to working opt-in

This is the lesson where sign-ups start to work.

1

Open the step in the builder

Click Edit on your opt-in step. The page builder opens.

2

Add the Form element

Click the + icon in the toolbar, open Elements, and scroll to the Form section. Drag the form onto your page.

3

Pick or build a form

Choose an existing form from the form picker, or create a new one. Look for an Edit form button to change fields.

4

Set submit to Next Step

Click the form and look for the setting that controls what happens after submit. Choose the option that sends visitors to the Next Step.

5

Save, preview, publish

Click Save, then Preview and test with your own email. When it lands on the thank-you step, publish.

Compare

Save, Preview, and Publish

Three buttons that people mix up.

Stores a draft

Save keeps your work as a new draft. Visitors do not see it yet.

Test like a visitor

Fill out the form with your own email and check that you land on the thank-you step.

Goes live

Publish makes the saved version live. If no domain is attached yet, a pop-up may ask you to attach one.

Key terms

Definitions

Tap any term to expand it.

The builder item you drag onto a page so visitors can type their details.

The dropdown where you choose an existing form or create a new one.

A submit choice that sends visitors to the following step in the funnel.

The button that makes your saved version live for visitors.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Add a form element to your practice opt-in step and pick or build a form.

Set the form to send visitors to the Next Step, then click Save.

Preview the page, submit your own email, and confirm you land on the thank-you step.

⚡ Tips

Fewer fields mean more sign-ups, so ask only for what you need.
Reuse an existing form from the picker when it has the fields you want.
The exact label for the Next Step option may differ, so confirm it on screen.
After a test, click Search at the top, type Forms, open it, and click the Submissions tab to find your test entry.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

You skip the submit setting. What happens after a visitor clicks submit?

Which button stores your work as a draft without changing what visitors see?

Fewer form ____ usually means more sign-ups.

After a test, search for Forms and open the ____ tab to find your entry.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

📝 Design my short form

You are a simple form designer helping me choose the fields for my opt-in form. My context: - [what visitors get when they sign up] - [the details I truly need] - [the details I could skip] Give me: - A short list of fields to include - Fields I should leave off for now - A button label that tells visitors what happens Keep the form to three fields or fewer. Finish by asking me: "Which field am I most tempted to add?"

✅ Write my test script

You are a careful quality checker helping me test my opt-in step before I publish. My context: - [my funnel and its opt-in step] - [the email I will use to test] - [the thank-you step visitors should see] Give me: - A short test script from open to thank-you page - What to check on the form and the button - Where to look for my test entry afterward Keep each check to one line. Finish by asking me: "What did I see when I tested?"