Beginner’s guide to popup forms in WordPress

Popup Forms in WordPress help you make money Blogging.

The whole story boils down to setting up pop-up forms on your WordPress website.

You can use pop-up forms to capture visitor’s emails on your blog and use Email Marketing tools like Convert Kit to send product-based emails to your email list.

In today’s article, we aim at addressing the basics of pop-up forms in WordPress.

After you create a WordPress blog, focus on creating content, pop-up forms, and Email Marketing for promotional campaigns.

Setting up pop-up forms in WordPress is easy for beginners. In this write-up, you can find the free and paid options for the pop-up forms, their features, and advice to proceed with the best option for your WordPress blog.

What are the pop-up forms?

Popup Forms refer to small boxes, shown at a specific time, and contain promotional offers or fields to capture visitor’s email addresses.

popup forms in wordpress (example)
An example of a popup form in WordPress

Popup forms are used to grab visitor’s attention by showing an offer or discount for exchanging visitor’s email addresses.

Requirements to set up pop-up forms in WordPress

(1) Popup Form Making Tools: For beginners, the Free option like ‘Popup Maker’ works well. However, we recommend Optin Monster (Premium) for professional bloggers. A pop-up form tool helps you create, adjust, and show pop-up forms in your WordPress site.

(2) Technical skills: Along with creating content regularly, technical skills include plugin installation, pop-up form settings, and integration with 3rd party services like ConvertKit or Aweber for Email Marketing.

How to set up pop-up forms in WordPress?

As we discussed above, Optin Monster (Premium) is the best option for professional bloggers. However; in the following lines, we help you learn how to set up popup forms in WordPress using a free WordPress plugin called “Popup Maker”.

STEP (1): Download the plugin (Popup Maker)

Head over to Plugins -> Add New option to install and activate the Popup Maker plugin.

Search for the pop-up maker and install the first plugin that appears in search results.

popup maker wordpress plugin - popup forms in wordpress
Popup Maker plugin on the WordPress Plugins Directory

You can also use the Dashboard’s Upload feature to upload and install the Popup Maker plugin.

STEP (2): Load the plugin’s page

After completing the plugin’s installation, proceed to click on Popup Maker at the Dashboard’s left panel.

To create popup forms in WordPress, the plugin provides the following options:

  • All Popups: Lists all the pop-ups you’ve created.
  • Add Popup: Adds a new pop-up box or form
  • Extend: Extends the plugin’s functionality
  • Popup Themes: Provides display options and themes
  • Subscribers: If you’ve included a form in the pop-up, the Subscribers page lists the captured data such as email addresses.
  • Settings: Provides the plugin’s settings and features
  • Tools: Shows system information
  • Help and Support: Provides ways to learn more about the plugin or contact plugin’s developers

The Popup Maker plugin provides all the necessary features (Free of cost). However, you can purchase their premium tools if you plan to extend the plugin’s functionality.

STEP (3): Create a new pop-up

Proceed to click on the Popup Maker -> Add Popup option. The next page shows fields for the new pop-up, including a name for the new pop-up, Title, and Body fields. Below the pop-up content body text box (on the same page), you can set the pop-up settings.

In the Settings section, you can set a trigger to show the pop-up at a specified time or on opening a page on your website. Also, make sure you set the Display and other options as well.

popup maker features
Popup Settings

Similarly, you can also insert text and a capture form in the pop-up content body. Click the Plugin’s icon to add a form in the pop-up.

popup maker insert a form option

Always focus on setting up things properly for new pop-ups. The performance of your pop-up depends on how well you set different features at the time of creating a new pop-up.

You can create as many pop-ups as you want. Once you finish things for new pop-ups, you can browse to a page on your site, and check if the new pop-up works as expected.

STEP (4): Manage the pop-ups

After you create various pop-ups for your site, you can see the pop-up list by clicking on the Popup Maker -> All Popups. In the same manner, the Popup Maker -> Subscribers page shows the captured data, such as Name and Email Addresses of your site’s visitors.

On the (All Popups) page, you can un-publish the pop-ups or make changes in the popups. You can also turn the published pop-ups into Drafts and make changes at a later time. Click on Quick Edit for the said options.

wordpress popup maker
Quick Edit option to change your Popup Form settings

The Popup Maker plugin provides six pop-up themes for your website. By clicking on the Popup Maker -> Popup Themes, you can edit the display templates.

Similarly, if you plan to extend the plugin’s functionality, you can head over to the Extend page and go for the premium version.

Summing up

Popup Forms in WordPress help you build your Email List. The entire process leads to making money Blogging with promotional email campaigns.

You can build an email capturing system or popup forms with free options like Popup Maker plugin for WordPress. However; no doubt, you can maximize your lead capturing campaigns with premium tools like Optin Monster.

The free tools for creating forms come with limited features such as ‘limited form views’. On the other hand, the premium tools are packed with pre-defined pop-up templates, along with customization features that no other tools can provide.

With that fact in mind, the more you focus on designing attractive pop-up forms in WordPress, the more you can capture leads fast.

We hope you liked this article. You can read more about WordPress and its features in our Knowledge Base. If you’re having issues setting up pop-up forms, let us know by asking questions in the comments.

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