How to Create a Popup Form
What You'll Accomplish
By the end of this guide, you'll have a working popup form on your website that captures visitor information and automatically adds new leads to your database. When someone clicks your button, a form appears directly on your site without redirecting them to a different page.
Why This Matters
Popup forms keep visitors on your website while capturing their contact information. Unlike landing pages that take visitors to a separate URL, popup forms appear as an overlay on your existing site. This creates a smoother experience and reduces the chance visitors will abandon the process.
Popup forms are ideal for newsletter signups, free resource downloads, webinar registrations, and consultation requests.
Before You Begin
Make sure you have access to edit your website's HTML or content management system. You'll need to paste embed code onto the page where you want the popup to appear.
Time required: 15–20 minutes
Watch & Learn
🎥 Video: How to Create Popup Forms
Step-by-Step Instructions
1. Access the Landing Pages Tool
Hover over Automation in the main navigation and choose Landing Pages.
This opens the Landing Pages dashboard where you'll create your popup form.
2. Create a New Landing Page
Click Create New Landing Page in the top left of the page.
3. Design Your Popup Form
Create the form using the page editor. It's best to start with one of the pre-built Popup Form templates.
Choose a template that matches your goal (newsletter signup, download offer, consultation request, etc.). Starting with a template saves time and ensures your form includes all necessary fields.
For design recommendations, see Popup Form Design Considerations
Design time: 10–15 minutes
4. Customize Your Launch Button
Switch to the Popup Form tab.
Customize the button that will launch your popup on your website. Adjust the button text, color, size, and style to match your site's branding.
Click Save Changes when finished.
5. Copy and Install the Embed Code
Copy the embed code provided [PLACEHOLDER: Where exactly does the code appear after saving? Is there a "Copy Code" button?].
Paste the code onto the website page where you want the popup button to appear.
Installation time: 5 minutes
6. Test Your Popup Form
Questions and Answers
Q: What's the difference between a popup form and a landing page?
A: A popup form appears as an overlay on your existing website without redirecting visitors to a different URL. A landing page is a standalone page with its own URL that visitors navigate to directly.
Q: Can I use multiple popup forms on the same website?
A: Yes. We do not limit the number of Popup Forms you can create.
Q: Will the popup work on mobile devices?
A: Yes. The Popup Form will work on mobile devices.
Q: What happens if someone submits the form but is already in my database?
A: The system will use the email address to search for duplicates. You can use the Actions tab in the setup to determine how the duplicates are handled.
Guide Type: How-To Guide
Estimated Time: 15–20 minutes
Next Guides: Landing Pages Overview • [Additional guide titles]
Video Transcript
A popup form is a small, interactive window that appears on your website when a button is clicked.
It's designed to capture user information, such as email addresses or contact details, in exchange for a specific offer or incentive.
Here is what it may look like on your website.
To create a Popup form go to Automation then Landing Pages.
Click Create New Landing Page, Filter by Popup Forms.
Here are a few popup form samples you can use. Or you can create your own. Let’s use this one.
Name it and then click the “edit with content designer” button to open the editor and make any changes.
You may want to change the design or change the form fields.
When you have it just the way you want it, click “save changes” and then click “done editing content”.
Now go to the popup form tab and this is where you will design your button. You can change the color and or style so it looks great on your website.
Once you have the button just the way you want it, copy this embed code here and paste it into your website.
If you don’t know how to do that, copy the code and email it to your website administrator.
Now you have a button on your site that will pop up a lead form.
When someone enters their information, that lead goes right into your CRM database.