How to Create a Popup Form in 8 Simple Steps?

Posted by Akshy Anbu on 31 August, 2020 in wordpress


WordPress Popup forms - good or bad? Chuck the latter because WordPress popup forms are without a doubt good (and inevitable) for your business growth. While there are strong arguments that say popup forms could disrupt the user experience, a survey involving 100 websites and eCommerce stores states that popup forms have kept visitors informed, increased conversions, revenue and decreased bounce rate to a great extent.

Though you’ve realized this already (and is probably the reason why you want to create popup forms), getting to know a bit more is never a harm. But before heading to the part where we explain how to create a pop up for WordPress, there are two things you should be knowing,

  1. Why should you use a WordPress popup form?
  2. Which WordPress Popup Plugin you should use to create a pop-up form?

Let’s get on with it!

Why Should You Use a WordPress Popup Form?

WordPress popup forms help websites drive more conversions and growth seamlessly. Put in a few words, WordPress pop-up forms are an even easier way to communicate with your web visitors and get vital information that would help scale growth. You can use popup forms on your website to

  • Grow your email list by displaying coupon codes on eCommerce stores/newsletter popups on your website.
  • Increase subscriptions/drive conversions by creating link-based subscription popup forms for WordPress.
  • Collect feedback & surveys from your website visitors to take better growth decisions.

And there are a whole lot of benefits you could gain when you start using popup forms. From reducing your website bounce rate to increasing your opt-ins, you can use popup forms to do anything.

Now that we’ve seen the benefits of using WordPress popup forms, let’s see which WordPress popup plugin should you use.

Which WordPress Popup Plugin should you use to create a pop-up form?


Having a simple popup WordPress plugin on-board is the first step you should be doing when you create popup forms. As for the question which WordPress popup plugin you should use, it’s Optinly.

Optinly is a FREE WordPress popup plugin that’s goal-based and extremely easy to use. You can create popup forms within minutes after installing this responsive popup WordPress plugin.

That’s everything you need to know before getting to create a popup form.

Let’s get started!

How to Create a WordPress Popup Form Using Optinly

We’ll be taking you through a step by step guide where you’ll get to know how to install Optinly and create popup forms with the same.

How to Install Optinly

Step 1: Login to your WordPress dashboard and click the “Plugins” button from the lower left corner.

Step 2: Click the “Add New” button displayed in the plugin section.

Step 3: Search for “Optinly” in the search bar and then install it.

After installing Optinly, activate it by clicking the “Activate” button.

Step 4: When trying to activate, you’ll be asked for the app-id. Now go to app.optinly.com and sign up using desired email address and password.

Step 5: On signing up, you’ll be taken to a page where you have to enter and connect your domain.


Step 6: Once you enter your domain name and connect, you’ll be asked to choose the nature of your website. Choose “WordPress” and you’ll be displayed an app-id. If you’re not a WordPress user, you can find the installation steps here.

Copy and paste the app-id in your WordPress dashboard field box as shown below.

Once you paste the app-id and verify, you’ll be displayed a success message - “Your App has been verified successfully”.

You’ve installed Optinly now and are all set to create your first popup form for WordPress.

How to Create a Popup Form

Step 1: Login to your Optinly account using the email address and password you set earlier. You’ll be taken to your dashboard.

Step 2: Click “Create Campaign“ on the top right corner of your dashboard. You’ll be asked to choose the purpose of your campaign. Set a title, choose a marketing goal and proceed.

We’ve chosen our popup campaign goal as “Build Audience” for this example.

Step 3: Once you’ve chosen your campaign goal, now you have to choose the popup form type you would like to create.

We’ve chosen the standard lightbox popup type here. You can choose any other popup form you find convenient and appropriate.

Step 4: After choosing the popup form type, you’ll be displayed a set of WordPress popup templates that are relevant to your popup campaign goal and chosen popup form.

Choose a popup template that you find most appropriate for your campaign. You can also see a preview of the chosen popup template on your website by clicking the “Preview in Website” button.

Step 5: After choosing your popup form template, customize the same using Optinly’s inbuilt WYSIWYG popup builder.

You can customize the appearance of your popup template by choosing which part of the template you want to edit. You’ll be displayed a list of available options as shown in the image above.

Step 6: Once you have customized your popup form according to your choice, it’s time to set triggers for your WordPress popup form.

The popup form template we’ve chosen would be perfect for eCommerce stores that are trying to grow their email list and increase their purchases. We’ve chosen to set a time delayed trigger here - exactly 5 seconds after the user spends time on the page.

Similarly, you can choose from the multiple triggering options Optinly gives you. You can also add more than one triggering options for your popup campaign - choose whether to display the popup on all pages or on specific pages.

Step 7: Now all that’s left is for you is to integrate with your Email service provider.


You can choose from the 12 available Email service providers and integrate within minutes. For more detail on integration, check our integration docs.

Step 8: Once you’ve completed all the above mentioned steps, click “Save & Set Live” to run your popup campaign. Remember that it will take an approximate of 60 seconds for the changes to reflect on your website.

It’s done. You’ve successfully created a WordPress popup form for your website. You can track and measure the results by heading to the dashboard section and choosing the specific popup campaign.

Also, Optinly allows you to pause or modify your WordPress popup campaign anytime you’d want to. Since you’ve already connected with your email marketing service provider, you can easily reach out to your new potential visitors in minutes - it’s easier than said.

Final Few Words


Like we already said, WordPress popup forms are a great way to increase your website conversions and to grow your email list. They are easy to create and can be done within minutes. All you need to have is a best WordPress popup plugin on-board (and you probably know which one you should be choosing) that’s robust, reliable and a knack to create WordPress popup forms that highly convert.

Well, it’s all been said. Now it’s time for you to do some work.

Good luck with the conversions!

Frequently Asked Questions

Yes, Optinly allows you to integrate with ConvertKit. Also, you can integrate with 10 other email marketing tools like MailChimp, ConstantContact, Aweber and more.

Yes, Optinly is a free WordPress lightbox popup plugin. Also, there's a growth plan that comes with more features.

You can use pre-existing popup templates or build popups from scratch to meet your goals. And you need a popup builder on-board if you want to customize popups the way you want.

Some of the most interactive popup forms are gamification popups and exit-intent popups. Gamification popups help users engage and take action while the exit-intent popup is known for grabbing attention at the last moment.

Author Bio

Akshy Anbu

Akshy is a Content & Growth Marketer who loves to peddle dreams across the globe. And he specializes in the eCommerce Sector. His blogs are mainly focused on the E-commerce sector, Content Marketing, Growth Marketing and Growth Hacking Techniques. When not glued to his notebook, Akshy loves to watch movies, cook, read and explore the wilderness all by himself!