Thrive Knowledge Base

How to Build and Display Your First Form

There are three ways you can create an opt-in form with Thrive Leads: using Lead Groups, Thrive Shortcodes or ThriveBoxes.

Both options can be found on the Thrive Leads Dashboard, by choosing Thrive Dashboard at the bottom of the left-side menu:

and then clicking on "Thrive Leads Dashboard" button​ in the Thrive Leads card:

​In Thrive Leads Dashboard, this is what you will see:

Building a Form with Lead Groups

To add a new Lead Group, simply click on the "Add new" button beside the "Lead Groups" text. 

As you click on this button, a new window will pop up. Here you can name your new Lead Group. When you are done, click on the green "Add Lead Group" button indicated by the red arrow.

Now the new Lead Group will be added to your Thrive Leads Dashboard. (It is named "French lessons" in the example)

As you can see, there are three icons on the right side of your Lead Group: a plus, a cog wheel and a trash icon. If you click on the plus icon, it will expand the group.

As you expand the group, you can see all the possible form types you can build.

As you can see, there are five different types of opt-in forms ready to create: Ribbon, Lightbox, Widget, Post Footer and Slide In. They are created more or less the same way; the steps in detail are demonstrated through the creating of a ribbon form.

Ribbon form

A ribbon is displayed on the top of the page and it's usually a long horizontal bar. It will always stay on the top of the page.

​To build a ribbon, click on the "Add" button which is on the right side in the same row with the text "Ribbon".

This will lead you to a new page, where, if you haven't created any form yet, this is all you will see:

Click on "Create Form", indicated by the arrow, to start creating your first form. This will give you the option to name your new form in a pop-up window and then by clicking on the green "Create Form" button, indicated in the image by the arrow, you can actually start creating and editing the opt-in form you would like to use.

You may want to try out multiple forms under the same type, so we recommend giving the form a specific name that will distinguish it from others. 

Now you have created your first form and it will be added to the Ribbon forms. You can see several options on the right - click on the "Edit Design" button to start editing and customising your form.

By clicking on the "Edit Design" button, Thrive Visual Editor will load in and it will automatically let you choose from built-in ribbon templates. Select the one you like and click on the green "Choose Template" button.

Just as usual, the ready-to-edit ribbon in the Visual Editor will appear just the same way it will look like on you page, so the ribbon will be on the top. Here you can edit the design and also integrate the form with your autoresponder.

Editing works exactly the same way as you edit content on your page or post with Thrive Architect - so don't forget to click on the green "Save Changes" button in the top right corner before you close the editor! 

If you changed your mind and wanted to use another template, click on the "Page Setup" icon, from the bottom of the page:

Then, select the "Choose Opt-In Template" option:

When you customised the ribbon and saved it, you can go back to the Ribbon forms' page. Here you can set to more important things: how you want the form to be displayed and how often.

To set how you want the form to appear i.e. what you would like to trigger its appearance, click on the text "Displays immediately on page load".

This will open up a new window with the trigger settings.

First, click on the drop down menu. Here you can set whether you want the form to turn up on page load or just after a certain period of time. Click on "Save" when you have chosen the one you would like to apply.

If you choose "Show after a certain period of time", there is an extra line that will show up which allows you to set the exact time after which the form will appear. You can use either the slider or type the number in.

To set display frequency, click on the "All the time" text. 

This will open up a new window with the display settings. Here you can set how much time you want it to take before the same visitor is shown the same form again. If it is set to zero, the form will turn up every time the visitor comes to your site. 

You can change the number by using the slider or typing a number into the box. Click on "Save" when you are done.

The only difference when you decide to build another type of form is the appearance itself. Until the point that you click on "Edit design" and open the visual editor, creating a form works exactly the same way, whether you build Ribbon, Lightbox, Widget, Post Footer or Slide In. 

You can see examples of these types of forms here.

Building a Form with Lead Shortcodes

Another way of creating opt-in forms with Thrive Leads is Thrive Shortcodes. You can find this option in the Thrive Leads Dashboard, right under Thrive Lead Groups.

To start building a Lead Shortcode, click on "Add new".

As you click on it, a new window will pop up where you can give a name to your new shortcode. I use the name from the example. When you are done, click on "Add Lead Shortcode".

Now the new form will be added to Lead Shortcodes in the Thrive Leads Dashboard. 

On the right side, you can see an "Edit" and a "Delete" icon. To start building your form​, click on the "Edit" icon, indicated by the red arrow.

This will lead you to a new page where you will have this option:

Click on "Create Form" and you will be given the option to name your new form.

Now the new form will be added to the list. You can also set the trigger - by clicking where it is indicated by the first arrow - and edit the design of your form using Thrive Visual Editor. In the latter case, click where the second red arrow indicates.

The form that you can edit here doesn't have any width settings. It will expand to the full width of the content area of your theme.

As you are done with the design and all the other settings, copy the shortcode of your form and paste it to your content in the regular WordPress editor. ​

You can also find and copy the shortcode in the Thrive Leads Dashboard.

Building a Form with ThriveBoxes

This way of building an opt-in form is somewhat similar to building a Lead Shortcode. You can find this option in the Thrive Leads Dashboard. Click on "Add New" to add your first ThriveBox.

Then give your new form a name and click on the green "Add ThriveBox" button. The new form will be added to the Thrive Leads Dashboard.

On the right, you will see an "Reset Stats", "Edit" and a "Delete" icon - click on "Edit" to start building the form.

You will be led to a new page with the following option:

Click on "Create Form" and name your new form in the window that pops up. Click on the green "Create Form" button.

The form will be added and the you will have following options (indicated by the arrows) :

The first arrow point at the trigger. Unlike in other cases, trigger can't be changed when creating a ThriveBox.

The option indicated by the second arrow is Animation. Click on "Instant" to open ​Animation Settings in a new pop-up window:

Click on the drop down menu to choose an animation. You can see its preview below it. Click on "Save" when you are done. 

The icon indicated by the third arrow on the previous image, "Edit Design", leads you to Thrive Visual Editor where you can customise the lightbox just as if you were editing your post or page.

When you are done with all the setting and design, and your form is ready, copy the shortcode of the form and add it to your content in the regular WordPress editor. You can find and copy the shortcode here:

You can get more information on how to create and use a ThriveBox, in this article.

Note: Please keep in mind that testing your opt-in forms while you are still logged in on your website will not be accurate.

In order to properly test the forms that you create, you should use the Incognito Mode of your browser. This way the conversions/impressions will also be added to the Thrive Leads statistics.

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