thrive leads setup

Thrive Leads Setup with WordPress (Ultimate Guide)8 min read

Thrive Leads Setup with WordPress (Ultimate Guide)
Thrive Leads Setup with WordPress (Ultimate Guide)

Thrive Leads is a powerful all-in-one email opt-in form builder and list building plugin for WordPress. You will learn thrive leads setup with WordPress in

Editor's Rating:
4.5

Thrive Leads is a powerful all-in-one email opt-in form builder and list building plugin for WordPress. You will learn thrive leads setup with WordPress in this post.

The software comes with a host of predesigned opt-in form templates, A/B split testing tools, analytical and conversion metric tools, and much more.

The only way you’re going to build that audience is to ask people for an email address. And if you want to do that, you’re going to need a lead generation plugin.

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When it comes to building an email list, Thrive Leads is one of the most powerful options that you’ll find.

Let’s start with the types of forms that Thrive Leads offers. In total, you can display these types of forms:

Awesome features of Thrive Leads

  • Popup Lightbox
  • Sticky ribbon/notification bar
  • In-line forms inside your content
  • 2-step opt-in forms where visitors click a button to display the form (great for conversion rates!)
  • Slide-in forms (great if you want something a little less aggressive than a popup)
  • Opt-in widget
  • Screen filler overlay (super aggressive)
  • Content locker
  • Scroll mat
  • Multiple choice forms (let you create those negative opt-outs)

Once you create a form, you’ll be able to use:

  • Triggers to display it at exactly the right time
  • Targeting to display it to exactly the right people
  • A/B testing to find out the copy that works the best

That’s Thrive Leads in a nutshell, but it also includes some other smaller features that:

  • Let you display different offers to people who have already subscribed to your email list
  • View detailed analytics for your list building efforts
  • Choose from pre-made templates for your opt-in forms
  • Design or edit a template using the powerful Thrive Architect page builder

Thrive Leads Setup With WordPress

The first thing you need to do is to install thrive leads. To install plugins, learn how to do that.

After installing the plugin and activating, you’ll need to start integrating with email marketing services like MailChimp, Constant Contact etc

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Thrive Leads works seamlessly with almost all email marketing companies.

Thrive Leads Setup with WordPress (Ultimate Guide)

But for the sake of this post, we will be using MailChimp. The same process goes with other email marketing services.

Integrating Thrive Leads With Mailchimp

  • First, log into your MailChimp account.
  • Navigate to the top right-hand corner of the screen, click on the little face-down arrow and you’ll see a list of options
  • Click on Profile
  • Hover your mouse cursor to the Extra tab and click on API Keys
  • Copy the API Key you see or create a new API key.
  • When creating your API key, make sure to change the label name so you know what the API key is used for. For instance, you could just name it ‘Thrive Leads’ to keep things simple.
Thrive Leads Setup with WordPress (Ultimate Guide)

After you’ve created your new API key, you’ll need to add it to your Thrive Leads on your WordPress Admin Dashboard.

Go back to thrive Leads Dashboard in your WordPress site

  • Go to Thrive Dashboard
  • Click on Manage API Connections
  • Click the Add New Connection
  • Select MailChimp under Email Marketing
  • Then paste the code into the box provided
Thrive Leads Setup with WordPress (Ultimate Guide)
  • Click Connect

That is it. You have successfully connected Thrive Leads with proper integration with MailChimp.

This same process is similar when trying to make Thrive Leads work with other email marketing services.

Now we need to create an optin form to collect emails.

Create Optin Forms Using Thrive Leads

When you first land in the Thrive Leads dashboard, it’s going to give you a quick summary of the day’s statistics, along with options to create:

  • Lead Groups – These are forms that you can automatically display on your site. You can target each lead group to specific content, or make one lead group display globally. This encompasses the features most people think of in an opt-in plugin.
  • Lead Shortcodes – These are more basic forms that you can manually insert in your content using a shortcode.
  • ThriveBoxes – These let you create 2-step opt-ins.
  • Signup Segue – These let you create one-click signup links that you can send to existing email subscribers. For example, you can let people sign up for a webinar with one click.

Create a lead group and add form type

A lead group is basically a form, or set of forms, that displays on specific content (you can either display it globally or target by category, post, logged in status, etc.).

You can create multiple lead groups – but only one lead group will display on each page at a time (you can choose which lead group to give preference to by changing the ordering).

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To get started, you give your new lead group a name. Then, Thrive Leads will prompt you to add a new opt-in form:

Thrive Leads Setup with WordPress (Ultimate Guide)
  • Then, you can choose from one of the 9 available form types:
Thrive Leads Setup with WordPress (Ultimate Guide)

We will use a popup form (lightbox) for this example.

Add a form and customize trigger

Once you create a form type – lightbox for this example – Thrive Leads will prompt you to Add a form:

Thrive Leads Setup with WordPress (Ultimate Guide)

The above screenshot illustrates something that we like about Thrive Leads – it’s always guiding you along to make sure you perform the proper steps! This type of microscopy is something you don’t always think about, but it makes the experience a lot smoother.

When you create a form, you first give it a name. Then, you can manage:

  • Triggers
  • Display frequency
  • Animation
  • Design

To customize the first three, you just need to click. For example, clicking on the Triggercolumn opens a drop-down with various trigger options:

Thrive Leads Setup with WordPress (Ultimate Guide)

We highlighted two of our favorite triggers in the screenshot above.

Similarly, clicking on Display Frequency lets you use a slider to choose how often the form displays to your visitors:

Thrive Leads Setup with WordPress (Ultimate Guide)

This is handy for helping you avoid annoying your visitors with incessant popups.

Design your form

Once you’re happy with the triggers, display frequency, and animation, you can jump into designing your form by clicking on the Pencil icon.

That launches you into the Thrive Architect interface that we mentioned earlier. You can either start from a blank template or choose one of the many included pre-made templates:

Thrive Leads Setup with WordPress (Ultimate Guide)

Then, you’ll see a live preview of your form:

Thrive Leads Setup with WordPress (Ultimate Guide)

The things that make this interface so user-friendly are that:

  • Everything is WYSIWYG and inline. Want to edit the text on your popup? Just click on it and type!
  • You can add new elements with drag and drop. Want to add a new image or text? Just drag the element over from the left side and it will appear on your form.

Another neat thing that you can do is enable/disable specific elements depending on the device that a visitor is using.

For example, you could turn off a large image on mobile devices so as to not overwhelm your mobile visitors:

Thrive Leads Setup with WordPress (Ultimate Guide)

And here’s a really cool feature you’re unlikely to see in other plugins:

If you click on the Plus button the in the bottom-right corner, you can create different “states”. For example, you can create a different version for people who are already subscribed:

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Thrive Leads Setup with WordPress (Ultimate Guide)

Combine this with the SmartLinks feature we mentioned earlier and you have a ton of control over who sees what.

Create A/B tests (if desired)

If you want to create a different variation of your form for A/B testing, here’s how easy that is to do. Just:

  • Create a new form or clone/edit your existing form
  • Click Start A/B test
Thrive Leads Setup with WordPress (Ultimate Guide)

Note that, in addition to changing the form’s design, you can also switch the triggers and frequency for each variant.

The simplicity of this feature is great because it means that you can quickly create multiple variations of your forms in very little time. Even if each form is just a little bit different, you can find small improvements without wasting any time.

You can even set up an Automatic Winner feature so that Thrive Leads automatically deactivates the losing forms after a certain period of time so that you never need to think about your test again:

Thrive Leads Setup with WordPress (Ultimate Guide)

Over time, those small improvements can balloon into a big increase in email subscribers.

Set targeting options for your lead group

Now, all that’s left to start displaying your form is to set your targeting options for the entire lead group:

Thrive Leads Setup with WordPress (Ultimate Guide)

In addition to the neat feature that lets you easily disable a form on desktop or mobile (great for avoiding Google’s mobile pop-up penalty), you can also set up detailed rules that let you target your forms to specific content on your site.

You can target:

  • All posts/pages
  • Categories
  • Individual posts/pages
  • Custom post types
  • Archive pages
  • Search pages
  • By logged in status
Thrive Leads Setup with WordPress (Ultimate Guide)

A cool usage of this feature is to create different lead groups for the different categories on your site. For example, if you had categories for:

  • Blogging
  • WordPress

Then you could show:

  • Blogging-specific offers on content in the Blogging category
  • WordPress-specific offers on content in the WordPress category

When your opt-ins are more relevant to the content your readers are interested in, you’re going to have a better conversion rate!

Conclusion

Thrive Leads is a plugin you will not regret you invested in. With $67, it’s a big win for you and your site.

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Thrive Leads Setup with WordPress (Ultimate Guide)
Thrive Leads Setup with WordPress (Ultimate Guide)

Thrive Leads is a powerful all-in-one email opt-in form builder and list building plugin for WordPress. You will learn thrive leads setup with WordPress in

Editor's Rating:
4.5

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