Create an email opt-in form for your website (pop-up or inline)

Nina De la Cruz Nina De la Cruz 8 min read

If you’re a small business owner aiming to grow your email list, start by adding an email opt-in form to your website.

You can use a pop-up, an embedded (inline) form — or both — as part of your list-building strategy.

What’s most important is that your form:

  • Matches your website design
  • Encourages signups with a strong incentive
  • Appears at the right time in the visitor journey

Here is an example of what it may look like 👇


You can build a form like this in under 30 minutes — no coding required. In this guide, we’ll walk you through the process using Getsitecontrol, an email marketing tool designed for small businesses.

Feel free to jump to the format you want to use:

  1. How to create a pop-up email opt-in form
  2. How to create an inline opt-in form

How to create a pop-up email opt-in form

To get started, create a Getsitecontrol account. The free plan lets you publish opt-in forms on your website without targeting settings.

Once ready, log into your account and follow these simple steps.

Step 1. Select a template

To get started quickly, choose a pre-designed template. Click Create widget, go to Premade widgets, and select an email opt-in form from the gallery.

In the following steps, we’ll show you how to customize this template to your needs.

Step 2. Adjust the text and add new fields

To edit text, click on it and use the editor on the right-hand side.

Editing the text on the email opt-in form in Getsitecontrol

To add new fields, click on the + sign and select the desired format from the right-side menu.

Adding a new field to the form in Getsitecontrol

For example, a common practice for email opt-in forms is to ask subscribers about their email preferences or product interests. To do that, you can add radio buttons, checkboxes, or a dropdown menu. Then use the right-side menu to go through the field settings.

Setting up a dropdown menu field in Getsitecontrol

In a moment, we’ll show you how to use the information captured through the preference fields to automatically tag subscribers and send targeted email campaigns.

Step 3. Adjust the design and image

On the same screen, you can adjust the appearance of the form. To replace the image, click on it and choose a new one. You can pick a relevant photo from the built-in library or upload your own visual 👇

How to change the image on the email opt-in form in Getsitecontrol

Use the Theme menu at the top to adjust the font, color theme, and field style.

Changing the style of the form in Getsitecontrol

For best results, match the form’s style to your website so it feels like a natural extension — not a separate element.

Step 4. Review display conditions

By default, the form you’ve created will appear instantly when a visitor arrives at your website, regardless of the page. If this works for you, you can skip this step and move to the next tab.

If you want to review display settings and tweak things up, you can do it in the Targeting tab.

Setting up opt-in form targeting in Getsitecontrol

The targeting settings allow you to choose:

  1. pages where the form should or should not be displayed
  2. visitors who will see the form (new or returning, specific locations, etc.)
  3. display triggers for when to start showing the form to your visitors
  4. conditions when you want to stop displaying the form to the same visitor

Targeting settings are intuitive to work with, but if you need guidance, feel free to read this detailed tutorial.

Step 5. Set up contact tagging (optional)

In the Contacts tab, you can set up automatic contact tagging, based on what they selected in the preferences field. To get started, find the Tags menu and select the field you’ll be using for tagging. In our example, it’s the dropdown menu, and product collections.

Setting up contact tagging in Getsitecontrol

Next, you want to create a rule: if a contact has selected option A, add a corresponding tag. If you have no previously created tags, you can create a new tag right there and assign it.

Creating a new tag in Getsitecontrol

This way, you’ll have a set of rules for each preference option on your form.

Contact tag examples in Getsitecontrol

Once you've configured these settings, click Continue → , then save and close the editor.

Step 6. Create an automated welcome email (optional)

When someone joins your list, it’s a good practice to send a follow-up email where you thank them for subscribing and let them know what happens next. In Getsitecontrol, this is called a form submission automation.

You can create a new automation right from the widget card.

Creating new form submission automation

On the next screen, select Send email from the menu to create the email that will be automatically sent to the new subscribers.

Adding an email to an automation

You can build an email from scratch, but it’s easier to start with a follow-up template.

Follow-up email templates in Getsitecontrol

At the next step, you’ll be able to align it with your brand’s visual identity and customize it by adding buttons, coupons, product cards, and other engagement elements.

Getsitecontrol email editor

When your email is ready, save and close the editor. Your automation will start running as soon as the form goes live on the website, and people start joining your list.

Activate the opt-in form on your website

Finally, activate the form on your website to make it live.

Widget activation step in Getsitecontrol

After the form goes live on your website, you can review its click-through rate right on the widget’s card on the main screen – and access a more detailed report in the Statistics section.

You can also update the form or run an A/B test after it’s published.

How to create an inline email opt-in form

Inline forms are embedded directly into the page, making them a more subtle and unobtrusive option compared to popups. Let’s walk through the process of creating one, step by step.

Step 1. Select a template

Log into your Getsitecontrol dashboard and click Create widget. Proceed to Premade widgets, scroll down, and select an inline form layout you want.

Selecting an inline form template in the Getsitecontrol gallery

In the following steps, we’ll adjust the text, image, and style of the form. Then we’ll show you how to embed it on your website.

Step 2. Edit the text and adjust the fields

Customize the call to action to match your offer and your brand voice. For example, if you’re offering an incentive in exchange for a signup, mention it in the title.

How to edit text on the inline email opt-in form in Getsitecontrol

If you’d like to add another field, click on the + sign and select the desired field format on the right.

Adding a new field to an inline form in Getsitecontrol

For instance, you can easily add a mandatory consent checkbox to make the form compliant with GDPR.

Adding a consent checkbox to an inline email opt-in form in Getsitecontrol

Step 3. Adjust the design and image

To change the image on the form, just click on it and proceed to the right-side menu to either upload a new picture or select one from the built-in gallery.

Replacing the image on the inline form in Getsitecontrol

Try to match the form’s design to your website so it feels consistent and seamless. To achieve that, go to the Theme menu and select the font, color theme, and field style that matches your brand.

Widget theme settings in Getsitecontrol

Step 4. Adjust targeting (optional)

For animated forms, targeting settings define the moment when the form pops up on a page.

For inline forms, you can leave the default settings “as is” – and the form will be visible on every page of your website.

If you would like to display the form on selected pages only, include their URLs in the first field of the Targeting tab.

Targeting settings example for an inline email opt-in form

At this point, your form is ready to go live. Follow the next steps to activate it and publish it on your website.

Step 5. Activate and embed the email opt-in form

Once you click through all the steps and save the form, you’ll be prompted to activate it and copy its code.

Inline form activation step in Getsitecontrol

From there, depending on the website platform you’re using, you have several ways to add the form to your website.

If you’re using WordPress, you’ll need to add a custom HTML block and paste the code of the widget there. Read a detailed guide →

If you’re using Shopify (Online Store 2.0 theme editor), you’ll need to create a new section, add an Inline widget, and paste the code in the widget ID field. Read a detailed guide →

If you’re using any other website platform, you’ll need to add the code of the widget to the code of your website, or a page where you want the form to appear. Read a detailed guide →

As soon as you’re done embedding the form, it will go live on your website right away, and you can track its performance under the Statistics report.

Start building your email list today

Growing an email list takes time — but you’ll start seeing results faster with a prominent opt-in form on your website. You don’t have to stop at just one opt-in form. For example, it’s a common practice to add an email opt-in sticky bar or an inline form to the website and still display a pop-up form to make sure website visitors haven’t missed your call to action.

Frequently asked questions about opt-in forms

If you're new to email marketing or want to improve your list-building results, here are some of the most common questions from small business owners, marketers, and website managers.

1. Where should I place an opt-in form on my website?

If you run an online store, try your homepage, product pages, and thank-you pages. If you’re a blogger or a service provider, place your opt-in forms below blog posts, in the footer, or use timed popups. I both cases, focus on pages with high engagement.

2. How do I add a consent checkbox to the opt-in form?

In Getsitecontrol, you can easily add a consent checkbox to the opt-in form. Use the form editor to insert a new field, then choose the “checkbox” format and adjust the label to explain what the visitor is agreeing to.

3. Can I segment subscribers based on their preferences?

Yes. You can add fields to your opt-in form — such as “I’m interested in…” — and assign tags based on what each person selects. That way, you can send more relevant emails based on their interests or needs.

4. How do I get more people to subscribe through my opt-in form?

Offer something valuable in return, like a discount, a gift, or exclusive content. Keep the form short and easy to fill out. Make sure it stands out visually but doesn’t interrupt the browsing experience too early.

5. Can I send a welcome email automatically after someone signs up?

Yes, you can. Getsitecontrol lets you set up an automated welcome email that’s sent as soon as someone fills out the form. You can use a pre-designed template or write your own message to thank subscribers and let them know what to expect next.

Nina De la Cruz is a content strategist at Getsitecontrol. She is passionate about helping small and medium ecommerce brands achieve sustainable growth through email marketing.

You’re reading Getsitecontrol usecase collection where we talk about the best practices for using website popups. This usecase is a part of Build email list section.

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