Getting Started with Thrive Leads

Here’s a video that will help you get started and get the most use out of Thrive Leads right away:

Do you want to use popups and forms to capture leads that will gradually become customers or subscribers with time? Thrive Leads will let you build attractive lead generation forms, popups, and more.

This document shows you how to get started with Thrive Leads, understand the interface, create a lead generation form, add triggers, and more.

Installing and Enabling Thrive Leads

Before starting with Thrive Leads, please ensure you have installed and activated Thrive Leads following this method.

Once Thrive Leads is installed and activated, click the Go to the Thrive Themes Dashboard button. As the button text suggests, this will take you to the Thrive Dashboard.

You can also go to the Thrive Dashboard by opening the WordPress admin area and navigating through the Thrive Dashboard >> Thrive Dashboard. You’ll see Thrive Leads listed under Your Installed Products. This is where you can click the Thrive Leads Dashboard button to open the get started with Thrive Leads.

The Thrive Leads Dashboard can be accessed by opening your WordPress admin area and navigating to Thrive Dashboard >> Thrive Leads.

Understanding the Thrive Leads Dashboard

When you open your WordPress admin area and navigate to Thrive Dashboard >> Thrive Leads, you’ll be taken to the Thrive Leads Dashboard with some sections.

Let us take a look at each section on the Thrive Leads Dashboard.

Today’s Summary

Today’s Summary section shows Unique Impressions, Conversions, and Conversion Rate statistics.

  • Unique Impressions show the number of unique visitors that have accessed the website in a day. Unique visitors last visited the website in the past 30 days.
  • Conversions are the number of visitors who’ve submitted their details through a Thrive Leads opt-in form.
  • Conversion Rate shows the conversions expressed as a percentage of unique visitors on the website.

If you want to look at the reports, click the View More link in each box to know more.

Need help understanding more about Impressions, Conversions, and Conversion rates? Here’s our document that’ll help you learn more about it.

Reports, Settings, and Advanced Features of Thrive Leads

The top right corner of the Thrive Leads dashboard lets you see reports, advanced features, and manage settings.

Lead Reports

Lead Reports lets you look at all sorts of stats brought in by your Thrive Leads forms by clicking the option here.

When you click Lead Reports, you’ll see a Reporting dashboard with some parameters that you can set to see the graphical representation of how the opt-in is working.

To change the report type, you can select an option from the Select Report dropdown.

Similarly, you can select the period you want to consider, the source, i.e., the form you want to track, and the graph interval or period when you want the data to be tracked.

Advanced Features

The Advanced Features include options like Asset Delivery, Leads Export, and Smart Links.

Asset Delivery lets you set up things to share download links with subscribers automatically. When you click Asset Delivery, you’ll be taken to a page where you can set Asset Delivery Options.

We recommend you read our document to learn more about how you can enable Asset Delivery using Thrive Leads.

Need help understanding Mail Delivery Services? Here’s a document to help you with that.

Leads Export will take you to a page where you’ll find all the lead data collected through Thrive Lead forms. You’ll find the names and email IDs of the leads who’ve completed the forms.

This page allows you to filter, modify, or delete entries as required. You can also export the lead data as an Excel or CSV file.

Smart Links allows you to decide which forms should be displayed depending on where the user is coming from. When you click Smart Links, you’ll see a popup where you can select different display options for Thrive Lead forms on your website.

We recommend you read our document about using Smart Links in Thrive Leads.


The Settings option will open some general settings for Thrive Leads. These settings include:

  • Lazy Load Forms: The Lazy Load Form will lazy load Thrive forms to improve your website speed. You can enable Lazy Load by clicking the slider beside the option under Settings. This will contribute well to your website’s core web vitals.

    Apart from the Lazy Load settings, we recommend you read documents about the compatibility of Thrive Leads with Cache plugins and optimizing Thrive Leads forms using Project Lightspeed.

  • Reset Cached Statistics: Thrive Leads caches the number of impressions and conversions for each Lead Group, Shortcode, ThriveBox, and Form to improve the overall performance of the plugin.

    With the Reset Cache Statistics option, you can purge the cache and rebuild the stats.

  • Clear Archived Logs: The Thrive Leads settings let you clear the logs so you don’t have unwanted data in your website database.

    You can clear the logs by clicking the Clear Logs link.

Share the Love

The Thrive Leads dashboard has a heart icon in the top right corner beside the Settings.

Clicking on this icon will let you share information about our product on your social channel.

Lead Groups

Lead Groups are similar opt-in forms you can create under one category. A lead group can also be considered one marketing campaign under which you can build multiple forms to be displayed on one page.

Thrive Leads further helps you manage these forms by setting different targeting and display settings for each.

The Lead Groups section on the Thrive Lead dashboard displays the list of groups created on the website.

To create your first Lead Group and understand its settings, please refer to the section about creating a Thrive Leads form.

Lead Shortcodes

Thrive Leads allows you to create forms using shortcodes. This form is usually used when you want to display a form as a part of the page content.

Creating such a form will give you a shortcode to copy and paste into the post or page content editor.

Do you want to know how Lead Shortcodes are different from Lead Groups? Here’s our document that’ll help you with that.


ThriveBoxes are the forms that pop up on your website pages or posts when a user clicks on a chosen element.

For example, a ThriveBox is a popup that can be displayed when a user clicks on a piece of text, image, or any element on the page or post. This can be done using shortcodes. To know more about ThriveBoxes and to create them, read our document here.

The ThriveBoxes table on the Thrive Leads dashboard displays a list of ThriveBoxes created and lets you create new ones.

Signup Segue

Signup Segues in Thrive Themes allows you to register users by clicking a link.

For example, instead of sending an email to your list asking them to submit another form for a webinar, you send them a link that registers them automatically for the webinar when clicked.

You can learn more about Signup Segue in the tutorial here.

Different Kinds of Forms in Thrive Leads

Thrive Leads offers different forms, depending on where you want to show them and the expected outcome.

Here’s a quick list of form types available in Thrive Leads:

  • Ribbon Form: This is a horizontal form displayed on the top of your page. The ribbon form sticks to the top while you scroll up and down the page.
  • Lightbox Form: This is a form that appears in a popup covering the page content.
  • Widget Form: This is a sidebar opt-in form displayed in the WordPress widget areas.
  • Post Footer Form: This is an in-content form displayed as a part of the page content. You’ll need to paste the form shortcode at the bottom of the post so that it gets added there.
  • Screen Filler Lightbox: This lightbox covers the entire screen, hiding page content.
  • Scroll Mat: This is again a full-screen lightbox that appears on page load.
  • PHP Insert Form: This is especially for those who’d like to build and add their forms anywhere on the website using PHP code.
  • Slide-in Form: This form slides in from the sides of the screen, covering the page content.

To learn more about different form types in Thrive Leads, see their examples in our detailed documentation here.

Building Your First Form Using Thrive Leads

With Thrive Leads, you get three ways to build an opt-in form.

  • Using Lead Groups: That’ll help you build and design different opt-in forms segregated into other groups depending on the campaign they serve. For example, opt-in forms built for the Black Friday sale will go under one group, while a newsletter opt-in form will belong to a group related to Email list building.
  • Using Lead Shortcodes: When you create opt-in forms with Lead Shortcodes, you can display the form as a part of the page content. This means you can design the form using Thrive Architect and use the given shortcode in the page or post to which you want to add it.
  • Using ThriveBoxes: These are lightboxes displayed when a user clicks on the selected text, image, or any other element on the page.

To know how each of these opt-in forms can be created and edited, please refer to our detailed document here.

Understanding Display Settings and Triggers in Thrive Leads

Display settings and triggers will allow you to decide when, where, and how you would like an opt-in form to appear.

Each form-building method gives you different display settings and triggers to choose from.

With advanced display settings and triggers, you can control the following:

  • When would you like the form to appear? (on page load, after a certain period, when a user scrolls a certain percentage of the page, when a user reaches the bottom of a page, etc.)
  • Decide how long you’d like to wait for a form to be shown to a repeat viewer.
  • Select an animation or the way a lightbox appears on the page.
  • Select the position where you’d like a slide-in form displayed. (For example, Button right, bottom left, top right, top left)
  • Manage display settings for an entire Lead Group.

To learn more about using display settings and triggers effectively, please refer to our detailed document here.

Connecting Thrive Leads with a Third-party Email Marketing Tool

If you have created a form to collect lead data and build an email list, Thrive Leads allows you to integrate with third-party email marketing tools to save and manage your email lists.

Before you select an email marketing service provider in Thrive Leads, you’ll need to establish an API Connection. To connect with an email marketing service provider, refer to the related video here.

Once you have connected the email marketing service provider using API Connections, it is time to select this connection for a Thrive Leads form.

To open the Thrive Leads form, open your WordPress admin area, navigate to Thrive Dashboard >> Thrive Leads, expand the Lead Group to which the form belongs, click on the form name, and click the pen icon to edit the form.

In the editor, click on the Lead Generation element added to the form. This will open the Lead Generation element options in the left panel.

In the left panel, open the Main Options and click on API beside Connection.

When you click API, click the Add Connection button beside Send leads to.

After you click the Add Connection button, you can select your desired connection from the dropdown.

Understanding Performance Parameters and Tracking Form Performance

Designing and displaying opt-in forms has always been a good idea to increase engagement and conversions. But tracking their performance to know the impressions obtained, conversions made, etc., will help understand what’s working well with the audience.

To watch the statistics, open your WordPress admin area and navigate to Thrive Dashboard >> Thrive Leads. This will take you to the Thrive Leads dashboard, where you’ll see the statistics under Today’s Summary.

The statistics on the Thrive Leads dashboard are as follows:

  • Unique Impressions: How many visitors did I have to my site today that haven’t visited my site before 30 days? ​If they have visited your site in the last 30 days, they are not counted as a unique impression as it is a repeat visit, and the impression has already been tracked against the day of the original hit.
  • Conversions: The number of people that have submitted their details through a Thrive Leads opt-in form in the current day.
  • Conversion Rate: The conversions are expressed as a percentage of unique impressions.

Following this, you can also view the statistics for Lead Groups, Lead Shortcodes, and ThriveBoxes in their respective tables on the Thrive Lead Dashboard.

To know more about tracking conversions and performance in Thrive Leads, please read our document here.

Frequently Asked Questions About Thrive Leads

Here is a list of the most commonly asked questions about Thrive Leads and their answers.

Can I set a newsletter opt-in in the sidebar using Thrive Leads?

You can add a newsletter opt-in in a page sidebar using the Widget form type of Thrive Leads. Here is a document to help you set up a newsletter opt-in in the sidebar.

Can I use Thrive Leads widgets with Thrive Theme Builder?

Yes, you can add Thrive Leads widgets with a Thrive Theme Builder. To add a widget form in the widgets area of your theme, refer to our document here.

Can I use a Thrive Leads opt-in form with a Thrive Theme Builder theme?

You can use a Thrive Leads opt-in form with a Thrive Theme Builder theme by referring to our document here.

Can I prioritize the display of opt-in forms using Thrive Leads?

Yes. With Thrive Leads, you can prioritize the display of forms depending on the events. You can read our detailed documentation to learn more about how you can prioritize the display of opt-in forms on your website.

How can I use the triggers when setting up an evergreen campaign?

An evergreen campaign is the one that does not expire. It can go on for years.

Here is our document that will help you learn more about how to use Thrive Leads triggers for effective evergreen campaigns.

Can I test two or more Thrive Leads forms to see what works best?

Yes. You can A/B test Thrive Leads forms to ensure only the best are displayed on your website. Here is our document that will help.

How can I manage error messages on the forms in a multilingual website?

The error messages on a Thrive Leads form can be translated to help users understand them better. Here is our document that will help you translate error messages easily.

We’ve just seen what Thrive Leads is, looked into the options seen in the dashboard, how to create and display opt-in forms, and more.

Next, if you’d like to display different forms on mobile and desktop for the same page, please read our document here.

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