How to Set the Display Settings for Your Form
Once you have built you form, it is important to set where and when you want it to appear on your site. There are several ways you can do this.
Thrive Lead Groups
If you created a Thrive Lead Group, here is how you can set the display settings.
1. Changing the Display Settings of an Individual Form
With Thrive Lead Groups you can create five different types of opt-in forms: Ribbon, Widget, Post Footer, Slide In and Lightbox. Their display settings are set in a very similar way. Each of these forms are built in a separate page which you can reach by clicking on the "Add" or "Edit" button (depending on whether you have already created forms or not).
Ribbon Display Settings
As you click on the above mentioned "Add" or "Edit" button, you will be led to the ribbon forms' page. If you haven't build any ribbon form yet, create a new form.
This is what you will see:
You can set the trigger, i.e. how you want the form to appear. For example immediately or just after a certain period of time. To open the trigger settings, click on the blue "Displays immediately on page load" text, indicated by the red arrow, and you will be offered to choose from a few options from a drop down menu.
The other thing is the display frequency, that is, how much time it takes before the same visitor will be shown the same form again. Here you can set a number of days by the slider or by typing a certain number into the box.
If the number is set to zero, the opt-in form will be displayed all the time.
If you create any other type of form belonging to the Lead Group, you can set these display settings exactly the same way.
Beside the options offered by the ribbon forms as well, lightboxes also offer you the option of customising the animation.
Here are the possible options you can choose from a drop down menu:
To make sure you choose an animation you like, you can always see the preview of the selected animation.
As you build a widget form, you can only set the trigger settings:
Only trigger settings are offered.
There is an extra display option - you can set the position of the slide in form. Click on the blue "Botton Right" text, indicated by the red arrow, to open Position Settings.
Here are the possible position options which you can choose from a drop down menu as you can see on the image below:
2. Changing the Display Settings of the Whole Lead Group
One of the main points of collecting many forms under the same lead group is that the same display setting apply to all the forms in the group.
So if you want to show a lightbox on all of your blog posts and you want to show a post footer opt-in form on all of your blog posts, they'll need to be in the same lead group.
Following the same logic, if you want to show a lightbox only on a specific category of your website and a ribbon on another category they will have to be in separate lead groups.
On the Thrive Leads Dashboard, under Lead Group, choose the lead group of which you would like to edit the display settings. On the right, you can see three icons - to start editing, click on the cog wheel icon, indicated by the second red arrow in the image.
It will open up a new window.
The two main sections here are Display Logic (indicated by number 1 in the image) and Exclusions (number 2).
The Display Logic section is used to set when you want your forms to be displayed. You can choose one or more categories, tags, post type, given posts or pages, switching between the tabs. Here is an example:
In this example, the "Catergories etc." tab is open.
Here only one category is chosen, but you can choose as many as you want, even from different tabs. The numbers between the brackets will tell you how many criteria you have chosen so far.
The Exclusion section is the complete opposite - set when you do not want the forms to be displayed.
According to the examples, the forms that belong to the Lead Group called "Italian lessons" will appear everywhere where the category is set to "Italian" except the front page.
You can save these settings as a template if you want to use them later:
You can open the template here (still in the same window) :
When you are done with all the Lead Group Display Settings, click on "Save & Close".
For more information about Lead Groups, you can check out the knowledge base article Lead Groups - What they are and how they work.
The only display settings you can set when building shortcodes is the trigger setting. Click on the blue "Displays immediately on page load" (first arrow) to open the settings.
Here are the trigger settings window, where you can choose a trigger from the drop down:
2 Step Lightboxes
Here there is also a trigger option, but it is not editable - it can only display on click.
Animation can be customised - click on the blue "Instant" text, indicated by the second arrow, to open the Animation settings.
Here is the Animation Settings window - choose an animation from the drop down menu. You can see the preview of each selected animation.