Getting Started
Bloom is an email opt-in plugin to help you grow your email list.
Bloom works by adding email opt-in forms to your website, each of which can connect to your email marketing or email newsletter software.
When someone signs up using the Bloom opt-in form, they get added to your email list. Bloom works with many different email marketing software and allows you to create different types of opt-in forms that appear on different website areas and in different forms (such as pop-ups, fly-ins, or normal inline forms).
Add New Accounts
You must connect Bloom to your email marketing software before creating a functioning opt-in form on your website using Bloom. Bloom works with several different systems, such as:
ActiveCampaign
Aweber
CampaignMonitor
ConstantContact
ConvertKit
Emma
Feedblitz
FluentCRM
GetResponse
HubSpot
iContact
Infusionsoft
MadMimi
MailChimp
MailerLite
MailPoet
Mailster
Ontraport
SalesForce
SendinBlue
The first thing you want to do when using Bloom is connect one of these accounts.
Click on the Bloom โ Email Accounts link in your WordPress Dashboard to access the Bloom settings.
Click the Add Account button.
After selecting an Email Provider, you will be prompted to verify the account so that Bloom can connect with the system's API.
Each account may have a different verification method. Still, in most cases, you will be prompted to add your unique API key or AppID, which can be located within your email marketing software's online account.
For complete step-by-step instructions on how to set up each different account type, please refer to our accounts guide. Our accounts guide explains exactly how to connect Bloom to each of the different systems that it supports.
Once you have added an account, it's time to create your first opt-in form.
Creating An Opt-In Form
Click on the Bloom > Optin Forms link in your WordPress Dashboard. Here, you can manage the opt-ins you have created in the past and create new opt-ins. T
Click the New Optin button. This will reveal the 6 opt-in types that Bloom supports.
Bloom allows you to create 6 different kinds of opt-in forms. There is no limit to how many forms you can create, and these forms can be displayed on unique areas of your website.
Popup
The Popup opt-in creates a lightbox Popup on your page that contains your opt-in form. These Popups can be triggered using different Bloom triggers, giving you additional control over when users are presented with the pop-up.
For a complete, in-depth guide about Bloom's Popup opt-in, click the button below.
Flyin
The Flyin opt-in is similar to the Popup opt-in but is smaller and more subtle. Instead of creating full-screen lightbox Popups, the Flyin creates a smaller form that slides up from the bottom corner of the page.
Like the Popup, these Flyins can be triggered based on different user interactions using the Bloom triggers. For more information about how to use triggers effectively, be sure to check out our triggers guide.
Click the button below for a complete, in-depth guide about Bloom's Flyin opt-in.
Below Post
This is the most common opt-in type. This creates an opt-in form automatically added to the bottom of your posts or pages.
When visitors finish reading your post, they are presented with an opt-in form allowing them to subscribe to your blog updates.
For a complete, in-depth guide about Bloom's Bellow Post opt-in, click the button below.
Inline
The Inline opt-in allows you to add an opt-in form anywhere inside your posts and pages.
The opt-in form automatically generates a shortcode that can be pasted inside your posts and pages to display the form anywhere on your website.
For a complete, in-depth guide about Bloom's Inline opt-in, click the button below.
Locked Content
The Locked Content opt-in is a great way to build your email list by requiring visitors to sign up before they get access to content on your website.
You can lock content within a post, such as a link to download free resources. Once the visitor subscribes, they are granted access to the content hidden behind the form.
Locked Content opt-ins automatically generate a shortcode to place it within your posts, wrapped around the content you want to lock.
Click the button below for a complete, in-depth guide about Bloom's Locked Content opt-in.
Widget
The Widget opt-in automatically generates an opt-in in the form of a widget. Once generated, the widget will appear in your Widgets tab on the WordPress Widgets page, allowing you to add the form to any widgeted area (such as your website's sidebar or footer).
For a complete, in-depth guide about Bloom's Widget opt-in, click the button below.
Once you select your opt-in type, you will be taken to the opt-in creation screen, where you can adjust the various opt-in settings. These settings are broken into three categories:
Setup
Design
Display Settings
Success Action
Note 1: The Success Action option is only available for the following opt-ins:
Popup
Flyin
Below Post
Inline
Widget
Note 2: The Display Settings option is only available for the following opt-in:
Popup
Flyin
Below Post
Opt-In Setup
The first page of the opt-in creation form is the Setup tab.
Here, you can adjust the name of your opt-in form, which is a way to remember the form. It will be referenced on the homepage tab and in your stats. You can also add a new opt-in account on this page via the Accounts tab if you still need to do so.
If you have already created an account, then you can select that account here. Once you have selected an account, you will be given an associated email list for that account.
Select the list from the dropdown menu you want to use, then proceed to the next page. Once your opt-in form goes live, subscribers will be added to the list/account that you selected here.
Opt-In Design
The next step is to design your opt-in form.
Once you proceed to the design tab, you will be presented with a list of pre-made templates.
Think of these as starting points. We have put a lot of work into creating over 100 design variations that look great.
Browse through the thumbnails and select a variation that looks good to you. Don't worry. You will still get to customize everything on the next page.
Once you have selected a template starting point, click the next button to bring up the design customization settings.
These settings allow you to adjust the appearance of your opt-in form.
You can do simple things like change the title description and image or more advanced things like adjust the form's background color, text color, orientation, image, border style, edge style and more. You can combine these different design settings to build just about anything.
You can also preview your customized form at any time by clicking the Preview button on the right-hand side of the page.
For more information about each design setting and how to use these design settings effectively, be sure to read our in-depth guide below.
Opt-In Display
The opt-in display settings control how, where, and when your opt-in forms appear. You can:
Display your opt-in form on specific post types or categories.
Target individual posts and pages or exclude individual posts and pages.
Note: These settings do not exist for the Inline or Locked Content opt-in forms. These forms are displayed using shortcodes, so these settings do not apply.
You will be presented with a Generate Shortcode button if you have created an Inline or Locked Content form. Copy and paste that shortcode into any post or page to display the opt-in form)
Examples:
If you want your opt-in form displayed on all your posts but not any of your pages, you would select Display On: Posts, leaving the rest of the sections unchecked.
If you want your opt-in form to appear only on a single page, leave all areas under Display On unchecked and then use the Display On These Pages section to target a specific page.
If you would like your opt-in form to be displayed on your entire website, except for a single post or page, you can select Display On: Everything and exclude a single page using the Do Not Display On These Posts setting. You can choose exactly where your opt-in form is displayed using these settings.
If you create a fly-in or pop-up opt-in, you will also be presented with various triggers. These triggers control not where your opt-in is displayed but rather how and when your opt-in is displayed.
You can choose to trigger your opt-in forms only after a visitor has finished reading your post or after a visitor has purchased one of your products. For more information about how to use triggers effectively, be sure to check out our triggers guide.
For more information about each display setting, be sure to read our in-depth guide below.
After creating your opt-in, click the Save and Exit button. This will bring you back to the home page of the Bloom settings panel.
You will see your newly created opt-in has been added to the page. You can modify, delete, de-activate or create split tests for this opt-in using the various settings icons.
Managing Your Opt-Ins
Once you have created opt-in forms, you will notice that each form appears on the home page of the Bloom settings panel.
Each of these opt-ins can be easily managed from this page. You can do various things with each opt-in using the setting icons to the right of the opt-in name.
Generate Shortcode
The shortcode icons will appear for all Locked Content and Inline opt-ins.
Clicking this icon will display the shortcode needed for that specific form. Copy and paste the shortcode into any post or page to display the opt-in.
Split Test
Split testing is a great way to optimize your opt-is. Initiating a split test allows you to create multiple variations of the same opt-in form and then test those variations against each other to determine which one has the highest conversion rate.
Each variation you create will be displayed to different visitors, and their stats will be kept separate. You can try creating different headlines, adjusting different colors, changing the images and so on to see how the changes affect user engagement.
Each variation will show its conversion rate, making it easy to see which is most effective. After you are satisfied with the results, you can end the split test and pick the most effective variation.
For more information about each display setting, be sure to read our in-depth guide below.
Disable
You can disable an opt-in form at any time without deleting it. Once displayed, the form will not be displayed on your website and will be moved down the page into the inactive opt-ins list. You can save this form for later and re-activate it later.
Duplicate
You can duplicate a form at any time. If you have spent a lot of time designing a form and would like to create a new variation based on that design, or if you would like to create a different opt-in type using the same design settings, you can duplicate the opt-in.
When you click the duplicate icon, you will be given a choice of opt-in type you want to create.
You can change the opt-in type while retaining your design settings, even when duplicating.
Delete - It can be permanently deleted if you no longer want an opt-in. Modify - You can adjust the settings of an opt-in at any time.
Clicking the Modify icon will bring you back to the opt-in creation screen, where you can adjust the opt-in settings using the Setup, Design and Display tabs.
Bloom Statistics
Once you have created your opt-ins, the next step is understanding their effectiveness. Using the Bloom stats page, you can get a great idea about how well each of your opt-in forms is performing and how fast your email list is growing.
The Bloom stats page has a lot of great information, such as overall growth stats, a detailed overview of each opt-in form's performance, a historical graph about your list growth, and information about your highest-performing pages.
This has been a basic overview of Bloom, and we have only touched on the general concept behind creating opt-in forms.
We have provided in-depth tutorials on each setting and how they work for each section above.
Be sure to browse the rest of our tutorials on the Bloom Documentation page.