11 Tools for Creating Opt-in Forms for Marketing Funnels

Unlock the secrets of successful marketing funnels with insights from industry leaders. Learn from a CEO and a Founder as they reveal their go-to tools for creating effective opt-in forms. The first expert suggests switching to Sumo for better sign-ups, while the article concludes with a recommendation to adopt OptinMonster for targeted lead capture. With eleven expert insights in total, this article offers a comprehensive guide to optimizing your marketing funnels.

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Switch to Sumo for Better Sign-Ups

I recently switched to Sumo for our opt-in forms, and it’s been awesome. The slide-in forms are less annoying for users but still grab attention, and we’ve seen a 20% increase in sign-ups. Plus, the A/B testing feature helps us constantly improve our messaging and design.

Cyrus Partow, CEO, ShipTheDeal

Use HubSpot for Customizable Opt-In Forms

I use HubSpot to create opt-in forms for marketing funnels. It’s easy to navigate and offers drag-and-drop features, allowing for quick customization. HubSpot integrates well with other tools, ensuring seamless lead tracking and management. Its analytics provide valuable insights into how forms are performing, making it easier to tweak strategies for better results. The platform also offers templates that you can adapt to suit your brand, saving time on design.

I’d highly recommend it for its simplicity and robust functionality. The forms are clean and responsive, helping increase conversions while efficiently gathering essential customer data. It’s an all-in-one tool that covers both form creation and lead nurturing, making the process straightforward.

Fahad Khan, Digital Marketing Manager, Ubuy Nigeria

Experiment with WPFunnels for Funnel Journeys

We’ve been experimenting with WPFunnels for our marketing funnels. It’s been fantastic for creating entire funnel journeys, from landing pages to checkouts. I particularly like how it handles email automation—it’s helped us nurture leads more effectively and boost our conversion rates.

Yarden Morgan, Director of Growth, Lusha

Implement SeedProd for WordPress Platforms

We recently started using SeedProd for our opt-in forms, and it’s been a perfect fit for our WordPress-based platform. The Opt-in Form block makes it super easy to collect email addresses, and we’ve seen a noticeable increase in sign-ups since implementing it.

Paul Sher, CEO, FuseBase

Choose ClickFunnels for Optimized Conversions

For creating opt-in forms, I highly recommend ClickFunnels. It’s incredibly intuitive and integrates seamlessly with email marketing tools like ActiveCampaign or Mailchimp. I use ClickFunnels because it allows you to quickly build, test, and tweak forms based on user interaction, optimizing conversion rates. One client I worked with was struggling to capture leads on their landing pages, getting only a 5% conversion rate. After switching to ClickFunnels, we introduced an A/B-testing strategy, where we tested different headlines, button colors, and form lengths.

In just two months, their opt-in rate increased to 22%, which led to a dramatic boost in their email list and, ultimately, a 30% increase in sales. The ease of use and detailed analytics provided by ClickFunnels played a crucial role in identifying the winning strategies. I recommend it to any business because it’s scalable and works for any industry.

Ronald Osborne, Founder, Ronald Osborne Business Coach

Opt for ConvertKit for User-Friendly Forms

We use ConvertKit for creating opt-in forms in my marketing funnels. It’s incredibly user-friendly and integrates seamlessly with most email-marketing platforms like Mailchimp, ActiveCampaign, or GetResponse. It allows for easy customization, responsive design, and detailed audience segmentation, which helps in targeting specific groups more effectively. ConvertKit’s automation features help streamline the entire process, making it easy to nurture leads and move them through the funnel without manual intervention. It’s definitely a reliable choice for both beginners and advanced marketers.

Luke Hickman, Chief Marketing Officer, Bird

Rely on FunnelKit for High-Converting Funnels

We swear by FunnelKit for our opt-in forms. It integrates seamlessly with WordPress and gives us the power to craft high-converting funnels that align perfectly with our approach.

Joshua Uwadiae, Founder, Famoso

Deploy Gravity Forms for Custom Interactive Forms

We employ Gravity Forms for creating opt-in forms. Our choice is heavily driven by the flexibility it offers. We needed a tool that could deliver highly customized forms aligning with each client’s brand aesthetics. I like how Gravity Forms allows us to tweak every detail, from the design to the user experience, ensuring we maintain our unique branding standard—something we prioritize in our no-nonsense, result-driven approach. 

For instance, when working with Albertsons, we deployed Gravity Forms to create an interactive form with conditional logic. This setup streamlined the user journey and improved lead quality by only showing relevant questions based on previous answers. It customized the experience and resulted in an improved conversion rate since leads felt more engaged with minimal-friction steps. This kind of clarity and user-focused engagement aligns with my philosophy that “marketing sucks” when it’s overcomplicated. 

Moreover, Gravity Forms integrates seamlessly with our CRM systems, automating the data flow and ensuring our remote team across the globe can access valuable insights in real-time. This means less time manually processing data and more time strategizing ways to captivate and sell. It’s tools like these that help us focus on helping our clients cut through the marketing noise effectively.

Josh Cremer, Founder & CEO, The Rohg Agency

Utilize Thrive Leads for Advanced Targeting

One tool I highly recommend is Thrive Leads.

What I love about Thrive Leads is how easy it is to use. You don’t need to know a thing about HTML or CSS—the drag-and-drop editor makes designing custom forms a breeze. Plus, with over 450 pre-built templates, you can quickly find something that fits your brand and audience without spending hours tweaking.

Another thing that stands out is the advanced targeting options. You can choose exactly where and when a form appears, based on things like visitor behavior or where they’re coming from. This makes sure the right message hits the right person at the right time, which has been a game-changer for increasing engagement and conversions in my own projects.

The flexibility is also a huge plus. Whether you need inline forms, pop-ups, sticky ribbons, or even slide-ins, Thrive Leads gives you a variety of formats to work with, so you can experiment and find what resonates best with your audience.

And, of course, it integrates seamlessly with popular email marketing services and gives you detailed analytics. Being able to track performance has been key to refining my campaigns and driving better results.

If you’re looking for a tool that makes lead generation easier and more effective, Thrive Leads is definitely worth checking out.

Jay Yue, Growth, Wanderboat

Leverage Infusionsoft for Shopify Clients

For my Shopify clients, I’ve found Infusionsoft (now Keap) to be really effective. Their variety of opt-in form types, like pop-ups and fly-ins, integrate smoothly with WordPress and e-commerce platforms, which is super handy for our marketing funnels.

Joshua Uebergang, Founder, Digital Darts

Adopt OptinMonster for Targeted Lead Capture

I use OptinMonster to create opt-in forms for our marketing funnels, and I highly recommend it. It’s super customizable and integrates easily with email platforms like Mailchimp and Constant Contact. OptinMonster lets us build highly targeted forms—whether it’s pop-ups, exit-intent forms, or embedded opt-ins—that capture leads based on user behavior, like how long they’ve been on a page or how far they’ve scrolled.

One feature I love is the A/B testing, which helps us tweak and optimize forms to boost conversions. The drag-and-drop builder is also a huge plus—no coding required, and you can create professional-looking forms in no time. Plus, with its advanced targeting rules, we can make sure we’re reaching the right audience. It’s a great tool for any business looking to grow their email list and improve lead generation.

Xin Zhang, Marketing Director, Guyker

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