How to Create a Keap Opt-in Form
- George Apostolov
How to Create a Keap Opt-in Form: step-by-step guide
Navigate to 'Marketing' and select 'Forms'.
Click 'Public forms'.
Click 'Create form'.
Select your preferred form.
Click 'Start building your form'.
Click 'Add fields' at the bottom of the list of fields.
Select the 'Phone' field.
Toggle the 'Show opt-in' to the on position.
Quick answer: To build a Keap opt-in form, navigate to Marketing and select Forms. Go to Public forms, click Create form, select a preferred form, and choose Start building your form. Next, click Add fields, select the Phone field, and toggle the Show opt-in to the on position.
About this tutorial
Set up a phone opt-in form in the app by navigating to Marketing, selecting Forms, choosing a template, and enabling the opt-in toggle. This guide shows how to create a Keap Opt-in Form in 8 steps, starting with "Navigate to 'Marketing' and select 'Forms'" and finishing with "Toggle the 'Show opt-in' to the on position". The interactive demo above is a click-through copy of the real product interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create a Keap Opt-in Form?
8 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your data or settings. Once you know the flow, repeat it in your own workspace.
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