Forms & Funnels

Capture leads from your portal

Add a Get updates button to your portal header so visitors can leave their details without buying anything.

Many visitors aren't ready to buy yet. A Get updates button at the top of your portal opens one of your lead forms, "without leaving the portal," so you can keep in touch.

When to use this

  • You want a "join my list" option for visitors who aren't ready to subscribe.
  • You're building interest before a launch, retreat or new program.
  • You want every sign-up from your portal in one list you can email later.

Create a lead form

Go to Audience → Forms & Funnels, click Add Form, choose Lead Form, give it a title (for example "Stay in touch") and click Create Form. Only lead forms can sit behind this button.

Open your portal

Go to My Portal. In the preview, click Add header buttons (or Edit header buttons if you already have one).

Add a Get updates button

Under What it does, choose Get updates: "Opens one of your lead forms, without leaving the portal." Set the Button text (for example "Join my newsletter") and pick your form under Which form. If you see "You have no lead forms yet," create one first.

Choose its style and save

You can have up to two header buttons. Turn on Make this the filled button for the one you want to stand out ("Only one button can be filled in."). Save your changes.

Test it

Open your portal in a private window, click the button and submit the form. Check you appear on the form's Leads tab.

Tips

  • Pair it with a freebie. A lead form with a landing page and download gives people a reason to sign up.
  • Make the button say what they get. "Get the free guide" beats "Subscribe."
  • Keep a membership button too. Use the second header button for Join membership ("Takes visitors to your pricing page.") so ready visitors can go straight to your pricing.
  • Follow up. Send an announcement to "Leads from [your form] form". See Send an announcement to a segment.

If you delete the form a Get updates button points to, the button stops working. Pick another form for it.

What your visitors see

A button with your text in your portal header. Clicking it opens your lead form in a window over your portal, asking for first name, last name, email and phone number. Their details land on the form's Leads tab and in Audience → People as a lead.