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Using The Bloom Opt-in Types

Bloom let's you add opt-in forms to your website using 6 different methods.

Updated over a week ago

The 6 Bloom Optin

Bloom lets you add opt-in forms to your website using 6 different methods. These methods are the 6 opt-in types which are:

  • Popup,

  • Flyin,

  • Below Post,

  • Inline,

  • Locked Content and,

  • Widget.

There is no limit to how many opt-in forms you can create, and you can create different opt-in forms using different opt-in types to use on different parts of your website.

Please continue reading for more information about how each opt-in type works and how to configure them.

Create the first opt-in

  1. Go to WordPress Dashboard → Bloom → Optin Forms.

  2. Click on the New Optin button.

    Create a new opt-in

  3. Choose the opt-in type.

    tutorial image

Opt-in types

Popup

The Popup opt-in displays a lightbox Popup on your website. Within the Popup is a form visitors can use to subscribe to your mailing list.

Popups are highly effective at collecting emails due to the simple fact that they cannot be ignored. These Popups can be placed anywhere on your website, and they can also be triggered based on unique user interactions.

When combining Popups with triggers, you can make your opt-in form even more effective by asking visitors to subscribe at the optimum moment, such as:

  • When they have finished reading a post,

  • After they have posted a comment, or

  • After they have purchased a product).

tutorial image

Building your opt-in is broken down into four steps.

  1. Setup - assign an email account to your opt-in,

  2. Design - customize the design of your opt-in and

  3. Display - adjust the location of the opt-in on your website,

  4. Success Action.

Setup

Within the Setup tab of the opt-in creation process, you can give your opt-in a name (for future reference) and assign an email provider to the opt-in form.

Before you can start collecting email addresses, you first need to connect Bloom to your email marketing service, such as MailChimp or Constant Contact.

You can do it here if you still need to add an account to Bloom. If you've already added an account, you can choose the account and the associated email list from the Form Integration settings on this page.

For detailed information about adding accounts to Bloom and a comprehensive list of all account types that Bloom supports, please look at our in-depth accounts tutorial.

Design

Within the Design tab, you can customize the appearance of your opt-in form.

Bloom has many design settings, such as:

  • Background color,

  • Font color,

  • Button color,

  • Form color,

  • Image and form location,

  • Border styles,

  • And much more.

Within this tab, you can adjust these settings and preview your form by clicking the Preview button. For a comprehensive look at the Bloom design settings, please take a look at our in-depth design tutorial.

Display

The Display tab is where you adjust how, where and when your opt-in form appears on your website.

You can choose to display your form on specific posts, pages or categories or exclude specific posts or pages.

You can also adjust the triggers that control when your Popup and Flyin opt-ins appear.

These opt-ins can be triggered based on different user interactions. Please take a look at our in-depth Bloom triggers article for a detailed look at triggers and how to use them effectively.

For a comprehensive look at all of Bloom's display settings, please take a look at our in-depth display article.

Success Action

In the Success Action tab, you can choose what happens when a visitor successfully subscribes to your email list.

  • Show a Message

  • Redirect to a different page.

Flyin

The Flyin is very similar to the Popup opt-in, except it is a bit more subtle.

Instead of taking up the entire screen, the Flyin presents a smaller opt-in box that slides up from the bottom corner of the screen.

Flyins can be highly effective without getting too aggressive. These Flyins can be placed anywhere on your website, and they can also be triggered based on unique user interactions.

When combining Flyin with triggers, you can make your opt-in form even more effective by asking visitors to subscribe at the optimum moment, such as:

  • When they have finished reading a post,

  • After they have posted a comment, or

  • After they have purchased a product.

tutorial image

Building your Flyin opt-in is broken into four steps.

  1. Setup - assign an email account to your opt-in,

  2. Design - customize the design of your opt-in and

  3. Display - adjust the location of the opt-in on your website,

  4. Success Action.

Setup

Within the Setup tab of the opt-in creation process, you can give your opt-in a name (for future reference) and assign an email provider to the opt-in form.

Before you can start collecting email addresses, you first need to connect Bloom to your email marketing service, such as MailChimp or Constant Contact.

You can do it here if you still need to add an account to Bloom. If you've already added an account, you can choose the account and the associated email list from the Form Integration settings on this page.

For detailed information about adding accounts to Bloom and a comprehensive list of all account types that Bloom supports, please take a look at our in-depth accounts tutorial.

Design

Within the Design tab, you can customize the appearance of your opt-in form.

Bloom has many design settings, such as:

  • Background color,

  • Font color,

  • Button color,

  • Form color,

  • Image and form location,

  • Border styles,

  • And much more.

Within this tab, you can adjust these settings and preview your form by clicking the Preview button. For a comprehensive look at the Bloom design settings, please take a look at our in-depth design tutorial.

Display

The Display tab is where you adjust how, where and when your opt-in form appears on your website.

You can choose to display your form on specific posts, pages or categories or exclude specific posts or pages.

You can also adjust the triggers that control when your Popup and Flyin opt-ins appear.

These opt-ins can be triggered based on different user interactions. Please take a look at our in-depth Bloom triggers article for a detailed look at triggers and how to use them effectively.

For a comprehensive look at all of Bloom's display settings, please take a look at our in-depth display article.

Success Action

In the Success Action tab, you can choose what happens when a visitor successfully subscribes to your email list.

  • Show a Message

  • Redirect to a different page.

Below Post

This is perhaps the most simple and classic opt-in form.

When this type of opt-in is enabled, it places an opt-in box at the bottom of your posts and pages.

If a visitor has enjoyed your post and read the entire thing, they will be greeted with a chance to subscribe when finished. This is a great way to capture your more attentive readers. These opt-ins can be placed site-wide, or they can be targeted to specific posts or post types.

tutorial image

Building your opt-in is broken down into four steps.

  1. Setup - assign an email account to your opt-in,

  2. Design - customize the design of your opt-in and

  3. Display - adjust the location of the opt-in on your website,

  4. Success Action.

Setup

Within the Setup tab of the opt-in creation process, you can give your opt-in a name (for future reference) and assign an email provider to the opt-in form.

Before you can start collecting email addresses, you first need to connect Bloom to your email marketing service, such as MailChimp or Constant Contact.

You can do it here if you still need to add an account to Bloom. If you've already added an account, you can choose the account and the associated email list from the Form Integration settings on this page.

For detailed information about adding accounts to Bloom and a comprehensive list of all account types that Bloom supports, please look at our in-depth accounts tutorial.

Design

Within the Design tab, you can customize the appearance of your opt-in form.

Bloom has many design settings, such as:

  • Background color,

  • Font color,

  • Button color,

  • Form color,

  • Image and form location,

  • Border styles,

  • And much more.

Within this tab, you can adjust these settings and preview your form by clicking the Preview button. For a comprehensive look at the Bloom design settings, please take a look at our in-depth design tutorial.

Display

The Display tab is where you adjust how, where and when your opt-in form appears on your website.

You can choose to display your form on specific posts, pages or categories or exclude specific posts or pages.

You can also adjust the triggers that control when your Popup and Flyin opt-ins appear.

These opt-ins can be triggered based on different user interactions. Please take a look at our in-depth Bloom triggers article for a detailed look at triggers and how to use them effectively.

For a comprehensive look at all of Bloom's display settings, please take a look at our in-depth display article.

Success Action

In the Success Action tab, you can choose what happens when a visitor successfully subscribes to your email list.

  • Show a Message

  • Redirect to a different page.

Inline

The Inline opt-in allows you to manually place an opt-in form anywhere on your website using a shortcode.

Unlike some of the other opt-in types, which are automatically displayed in certain locations, the Inline opt-in form generates a shortcode that you can copy and paste inside the WordPress post editor, allowing you to place the form anywhere inside of a post or page.

tutorial image

Building your Inline opt-in is broken into four steps.

  1. Setup - assign an email account to your opt-in,

  2. Design - customize the design of your opt-in and

  3. Generate Shortcode - it generates the WordPress shortcode that can be used anywhere on your website.

  4. Success Action.

Setup

Within the Setup tab of the opt-in creation process, you can give your opt-in a name (for future reference) and assign an email provider to the opt-in form.

Before you can start collecting email addresses, you first need to connect Bloom to your email marketing service, such as MailChimp or Constant Contact.

You can do it here if you still need to add an account to Bloom. If you've already added an account, you can choose the account and the associated email list from the Form Integration settings on this page.

For detailed information about adding accounts to Bloom and a comprehensive list of all account types that Bloom supports, please take a look at our in-depth accounts tutorial.

Design

Within the Design tab, you can customize the appearance of your opt-in form.

Bloom has many design settings, such as:

  • Background color,

  • Font color,

  • Button color,

  • Form color,

  • Image and form location,

  • Border styles,

  • And much more.

Within this tab, you can adjust these settings and preview your form by clicking the Preview button. For a comprehensive look at the Bloom design settings, please take a look at our in-depth design tutorial.

Generate Shortcode

After configuring your Inline opt-in, you will be presented with a generate shortcode button.

This button will display the shortcode you can place anywhere on your website.

You can also access a list of shortcodes from within the Bloom Shortcode button within the WordPress post editor or by clicking the shortcode icon within the opt-in management tab in your Bloom settings panel.

Success Action

In the Success Action tab, you can choose what happens when a visitor successfully subscribes to your email list.

  • Show a Message

  • Redirect to a different page.

Locked Content

The Locked Content opt-in is a great way to get new subscribers by requiring them to subscribe to your list before they get access to a free resource.

After you finish creating your Locked Content opt-in, you will be given a shortcode that you can use to wrap the content that you would like to lock within any given post or page.

Examples:

  • You could lock a link that gives downloadable access to an eBook.

  • You could write a great post and lock the second half of the post for only your subscribers to access.

tutorial image

Building your Locked Content opt-in is broken into three steps.

  1. Setup - assign an email account to your opt-in,

  2. Design - customize the design of your opt-in and

  3. Display - adjust the location of the opt-in on your website,

Setup

Within the Setup tab of the opt-in creation process, you can give your opt-in a name (for future reference) and assign an email provider to the opt-in form.

Before you can start collecting email addresses, you first need to connect Bloom to your email marketing service, such as MailChimp or Constant Contact.

You can do it here if you still need to add an account to Bloom. If you've already added an account, you can choose the account and the associated email list from the Form Integration settings on this page.

For detailed information about adding accounts to Bloom and a comprehensive list of all account types that Bloom supports, please take a look at our in-depth accounts tutorial.

Design

Within the Design tab, you can customize the appearance of your opt-in form.

Bloom has many design settings, such as:

  • Background color,

  • Font color,

  • Button color,

  • Form color,

  • Image and form location,

  • Border styles,

  • And much more.

Within this tab, you can adjust these settings and preview your form by clicking the Preview button. For a comprehensive look at the Bloom design settings, please take a look at our in-depth design tutorial.

Generate Shortcode

After configuring your Locked Content opt-in, you will be presented with a generate shortcode button.

This button will display the shortcode you can place anywhere on your website.

You can also access a list of shortcodes from within the Bloom Shortcode button within the WordPress post editor or by clicking the shortcode icon within the opt-in management tab in your Bloom settings panel.

Widget

When you create a Widget opt-in, Bloom will turn your newly created opt-in form into a widget that can be placed inside any widget-ready area on your website, such as your footer or sidebar.

Place the Bloom widget into your widget area and select the opt-in widget you want to display from the dropdown menu.

tutorial image

Building your Widget opt-in is broken into three steps.

  1. Setup - assign an email account to your opt-in,

  2. Design - customize the design of your opt-in and

  3. Success Action.

Setup

Within the Setup tab of the opt-in creation process, you can give your opt-in a name (for future reference) and assign an email provider to the opt-in form.

Before you can start collecting email addresses, you first need to connect Bloom to your email marketing service, such as MailChimp or Constant Contact.

You can do it here if you still need to add an account to Bloom. If you've already added an account, you can choose the account and the associated email list from the Form Integration settings on this page.

For detailed information about adding accounts to Bloom and a comprehensive list of all account types that Bloom supports, please take a look at our in-depth accounts tutorial.

Design

Within the Design tab, you can customize the appearance of your opt-in form.

Bloom has many design settings, such as:

  • Background color,

  • Font color,

  • Button color,

  • Form color,

  • Image and form location,

  • Border styles,

  • And much more.

Within this tab, you can adjust these settings and preview your form by clicking the Preview button. For a comprehensive look at the Bloom design settings, please take a look at our in-depth design tutorial.

Success Action

In the Success Action tab, you can choose what happens when a visitor successfully subscribes to your email list.

  • Show a Message

  • Redirect to a different page.

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