Getting Started: List Building

This page will walk you through everything you need to know to set up and improve your list building with the Thrive Themes tools.


  •  Courses are in the order of setup, so be sure to go through them from top to bottom. 
  •  You can return to this page at any time by clicking on the Getting Started option in your Member Dashboard.

Start Here

Step 1 - Choose Offer and Form Type

Getting the Basics Down

Effective list building is a combination of few very important factors. Understanding the theory behind these basics will put you miles ahead of the competition.

Factor 1 - Choosing the Right Incentive

In order to convince your visitor to hand over their email address, you need to offer them something of value. The more on point you are with this offer, and the way you present it, the more likely a visitor is to sign up. The Thrive University course 'Creating Your Opt-in Offer in 6 Simple Steps' will help you choose the most effective offer for your topic.

Factor 2 - Presenting Your Offer Effectively​​​​

Now you've got an amazingly appealing offer, it's time to figure out the best way to present it to your visitor. An 'Opt-in Form' is a term used to describe the sections on your website that ask for an email address (usually in exchange for some form of PDF or guide). So which type of opt-in form should you use on your website? 'A Beginner’s Guide to Choosing the Perfect Opt-in Form Type' is a comprehensive post designed to help you answer that exact question.

If you need some examples of these two factors done well, we've got a whole collection of them here.

Step 2 - Making the Opt-In Offer PDF

Great, now you've chosen what is most likely to get your visitor to hand over their email, it's time to actually build the thing you said you were going to give them.

The value you've chosen to provide can be in many forms; a worksheet, a guide, a book, a video, a webinar... If you're looking for something quick to put together and easily deliverable, chances are it's going to be a PDF.

Putting that PDF together in a professional, value packed way is going to ensure your new subscriber isn't left with a bad taste in their mouth after handing over their details. 

The blog post 'How to Create Designer-Worthy PDFs' will guide you through both choosing what to put in your PDF and how to put it together in a visually appealing, professional way.

Step 3 - Putting it All Together

Quick Start Tutorial

Thrive Leads

You've chosen your offer, check! Made your amazing PDF, check!

Next we'll show exactly how to put it all together, turning your website into an automated list building machine...

Make sure to connect Thrive Leads to your email service provider before setting up your first opt-in form. You can do this through an 'API connection' (it's easier than it sounds!). Just go here, click on your email service provider and follow the tutorial.

Watch the video below to learn how to set up the opt-ins on your website.

Click on the video to watch it full size.


  • Trigger, animation and frequency settings
  • Loading and customizing templates
  • Connecting the form to your email service provider
  • Choosing where to show the form
  • Mobile editing and display options
  • ​A/B testing forms

Don't forget to send the PDF to your new subscriber! Here's how.

You've just added lead generation to your website. Well done!

You can get more Getting Started tutorials like this one here.