How to use the Lead Generation element
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Please, check out the changes here, before proceeding.
The main purpose of the "Lead Generation" element is to provide a means through which website visitors can sign up to your newsletter or sign up to become users on your WordPress website.
In order to use this element, first you have to drag & drop it to your page. You will see that the "Lead Generation" element is a simple form that you can further adjust to suit your needs.
This element only works if you connect it to a mailing service or to WordPress. Thus, next, you have to do this by clicking on the "Connect Form to Service" option from the "Form Options" in the left sidebar:
A window will open with 4 steps that you will have to complete.
Connect Form to Service
1. API Connection
Here you will see a list with the services available, based on the connections that you have already set-up in the Thrive Dashboard of your WordPress website. In case you don't have any connections set-up yet, and you need more info on how to do that, check out the following tutorial.
After you have created the API connection, click on it to go on.
You will also see that you have the option of switching to HTML integration and setting up your connection that way, by inserting an HTML code.
The difference between these two ways is that the 'API Connection' only supports three basic fields (Name, Email address, Phone number), while the HTML integration gives you the possibility of adding extra fields with the help of an HTML Autoresponder Code.
2. Set Connection Details
Please keep in mind, that this step can vary, depending on the service that you are using.
Let's take MailChimp as an example. Since this service provider lets you create separate mailing lists (to divide users in certain categories), you can choose which mailing list to use.
The same thing goes for groups too. Groups inside mailing lists are meant to divide the users even more. Thus, if you have previously set up groups in your mailing lists, here you have the option of choosing one for your 'Lead Generation' element.
You can also choose whether you want your element to contain a 'Single optin' or a 'Double optin'. If you choose the 'Single optin', then, the users will be automatically added to your mailing list, right after they sign up; whereas, if you choose the 'Double optin', your users will have to confirm their email address before being added to your list.
If you scroll down a bit in the same window, you will see that there is one more option you have here. The option of entering tags for this optin form:
This is visible only for tag-based email service providers and it is used for better segmentation of the visitors who sign up on your website.
The tags that you add here will be displayed in the list you have on the email service provider's platform (in our case MailChimp) along with the information about the new contact who signed up.
3. Set Form Fields
Here you can set some basic options for your form. The "Email" field is naturally set as mandatory, because this is needed to sign the person up, but setting the rest of the fields is up to you.
You can set the "Name" field to be required as well, or you can add a new field, the "Phone" field, if you wish.
Note: Please keep in mind that not all services support the phone number field!
All three fields can be customized, in the sense that you can change their name into a description. For e.g. instead of "Email", you could write "Please write down your email address".
Moreover, if you don't need the last two fields, you also have the possibility to delete them by clicking on the little trash icon next to them.
4. Post Opt-in Action
This step allows you to choose what happens after the user signs up. The possible options are either to reload the page, to redirect to a custom URL or to show a success notification.
When you have completed this step too, click on 'Save' to close the window.
After you have connected your form to a service, you will see three options displayed under this connection: the "Edit", the "Disconnect" and the "Edit Form Elements" options:
If you click on the "Edit" option, you will have the possibility to edit the way you have set up your connection. For example, you can change the assigned list or add different tags etc.
The same window will appear where you have set up the connection and you can edit this connection the same way that you have set it up.
If you click on the "Disconnect" option, the form will be disconnected from the current service and you can connect it to another one by following the same steps you previously took to set the connection up.
Edit Form Elements
With the help of this option you can edit the different elements of the form, such as the fields or the sign-up button. Click on the option "Edit Form Elements" button, this will open the editing mode of the form.
Note: Please bare in mind that while editing the elements of the form, you will not be able to edit other elements on the page.
You can edit the form elements by clicking on each of them separately and then, using their sidebar options.
You can also drag & drop the components inside the "Lead Generation" element, to change their position. For instance, you can drag the "Name" field next to the "Email field".
When you have finished editing the elements, you will need to click on the "Done" button from the lower middle part of the page:
Below these options, you will find two more Main Options that are important when setting up your form with the "Lead Generation" element. These are related to enabling a checkbox for explicit consent and to adding a Captcha to the form:
Enable Checkbox for explicit consent
If you activate this option, a checkbox will appear on your form with a default message, that you will have to replace with information about the checkbox:
In order to edit the default message you will have to use the "Edit Form Elements" option. If you want to find out more about how to use the checkbox for consent item, take a look at this article.
If you wish to get ahead of spam signups, you can add a captcha system to your element. In order to do this, you must have the "ReCaptcha Connection" set up. (If you need help with this, please check out this tutorial).
After you activate the "Captcha" option, you can select the theme, the type and the size for your captcha:
In case you have set up an 'Asset Delivery' feature, then, you also have the option of enabling it from here and selecting one of the asset groups that you have created.
The "Advanced Options" are displayed if you click on the "Advanced" drop-down from the "Main Options" section in the left sidebar. They are as follows:
Edit error messages
After clicking on this option you will see a window with various types of error messages that you can customize. You can replace the default messages by typing in the messages that you want your users to see, if they don't fill in the respective fields correctly.
Connect to multiple services
This option allows you to connect your element to multiple services, not just one. In order to do this, you will have to select another service provider and then, follow the same steps you took when setting up the first connection.
This way, users will be subscribed to not only one, but two of your lists when they sign up.
Just like the other elements, the "Lead Generation" element also has the more general options available, so that you can customize it even further.
If you want to find out more about these or other Thrive Architect elements, please take a look at the tutorials here.
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