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Using The Bloom Pop-Up Opt-In

Using The Bloom Pop-Up Opt-In
Popups are incredibly effective, and they can be controlled using various custom triggers.

What Is The Pop-Up Opt-In?
The pop-up opt-in displays a ligthtbox pop-up on your website. Within the pop-up is a form that visitors can use to subscribe to your mailing list. Pop-ups are highly effective at collecting emails due to the simple fact that they cannot be ignored. These pop-ups can be placed anywhere on your website, and they can also be triggered based on unique user interactions. When combining pop-ups with triggers, you can make your opt-in form even more effective by asking visitors to subscribe at the optimum moment (such as when they have finished reading a post, after they have posted a comment, or after they have purchased a product).

Creating The Pop-Up
To create an opt-in form, click on the Bloom > Email Optins link in your WordPress Dashboard, or click on the “Home” icon within the Bloom settings page to open up the main settings tab. Here you can manage the opt-ins that you have created in the past, as well as create new opt-ins. To create your first opt-in form, click the “New Optin” button. This will reveal the 6 opt-in types that Bloom supports.

Click on the “Pop-Up” icon to begin building your new opt-in. Once you select your opt-in type, you will be taken to the opt-in creation screen where you can adjust the various opt-in settings. These settings are broken into three categories: Setup, Design and Display Settings.

Setup
Within the Setup tab of the opt-in creation process, you can give your opt-in a name (for future reference) and assign an email account to the opt-in form. Before you can start collecting email addresses, you first need to connect Bloom to your email marketing service, such as MailChimp or Constant Contact. If you have not already added an account to Bloom, you can do so here. If you have already added an account to Bloom, then you can select the account and the associate email list from within the Form Integration settings on this page. For detailed information about how to add accounts to bloom, as well as a comprehensive list of all account types support by Bloom, please refer to our in-depth accounts tutorial.
Design
Within the Design tab, you can customize the appearance of your opt-in form. Bloom comes with tons of design settings, such as background color, font color, button color, form color, image and form location, border styles and much more. Within this tab you can adjust all of these settings, as well as preview your form by clicking the Preview button. For an comprehensive look at the Bloom design settings, please refer to our in-depth design tutorial.
Display
The Display tab is where you adjust how, where and when your opt-in form appears on your website. You can choose to display your form on specific posts, pages or categories, or exclude specific posts or pages. You can also adjust the triggers that control when your pop-up and fly-in opt-ins appear. These opt-ins can be triggered based on different user interactions. For a detailed look at triggers and how to use them effectively, please refer to our in-depth triggers tutorial. For a comprehensive look at all of Bloom’s display settings, please refer to our in-depth locations tutorial.
Using these settings you can create a wide range of opt-in boxes, and have them appear on different areas of your website (or your entire website if you so choose).

A Basic Overview Of The Bloom Plugin

A Basic Overview Of The Bloom Plugin
Learn the basics of the plugin in this complete video overview. Newcomers, start here!

Getting Started
Bloom is an email opt-in plugin that was built to help you grow your email list. Bloom works by adding email opt-in forms to your website, each of which can connect to your email marketing or email newsletter software. When someone signs up using the Bloom opt-in form, they get added to your email list. Bloom works with tons of different email marketing software, and allowing you to create different types of opt-in forms that appear on different areas of your website and in different forms (such as pop-ups, fly-ins, or normal inline forms).
Add New Accounts
Before you can create a functioning opt-in form on your website using Bloom, you first need to connect Bloom to your email marketing software. Bloom works with several different systems, such as MailChimp, Constant Contact, MadMinim, iContact, InfusioSoft, Feedblitz, Aweber, Campaign Monitor, GetResponse, SendInBlue, MailPoet and Ontraport.

The first thing you want to do when using Bloom is connect one of these accounts. Click on the Tools > Bloom Settings link in your WordPress Dashboard to access the Bloom settings, and then click the accounts icon to open up the accounts tab. To add a new account, click the “Add Account” button. Here you can choose between the various different account types that Bloom supports. After an account is selected, you will be prompted to verify the account so that Bloom can connect with the system’s API. Each account may have a different method for verification, but in most cases you will be prompted to add your unique API key or AppID, which can be located within your email marketing software’s online account. For a complete step by step instructions on how to set up each different account type, please refer to our accounts tutorial. Our accounts tutorial explains exactly how to connect Bloom to each of the different systems that it supports.
Once you have added an account, it’s time to create your first op-tin form.
Creating An Opt-In Form
To create an opt-in form, click on the Bloom > Email Optins link in your WordPress Dashboard, or click on the “Home” icon within the Bloom settings page to open up the main settings tab. Here you can manage the opt-ins that you have created in the past, as well as create new opt-ins. To create your first opt-in form, click the “New Optin” button. This will reveal the 6 opt-in types that Bloom supports.

Bloom allows you to create 6 different kinds of opt-in forms. There is not limit to how many forms you can create, and these forms can be displayed on unique areas of your website.
Pop-Up
The pop-up opt-in creates a lightbox pop-up on your page that contains your opt-in form. These pop-ups can be triggered using different Bloom triggers, giving you additional control over when users are presented with the pop-up. For more information about the pop-up optin, be sure to read our in-depth pop-up tutorial.
Fly-In
The fly-in is similar to the pop-up, but is a bit smaller and more subtle. Instead of creating a full-screen lightbox pop-up, the fly-in creates a smaller form that slides up from the bottom corner of the page. Just like the pop-up, these fly-ins can be triggered based on different user interactions using the Bloom triggers. For more information about how to use triggers effectively, but sure to check out our triggers tutorial. For a complete in-depth look at the fly-in optin, be sure to read our fly-in tutorial.
Below Post
This is perhaps the most common opt-in type. This creates an opt-in form that is automatically added to the bottom of your posts or pages. When a visitor finishes reading your post, they are presented with an opt-in form that allows them to subscribe to your blog updates. For more information about the below post opt-in, be sure to read our in-depth below post tutorial.
Inline
The inline opt-in allows you to add an opt-in form anywhere inside your posts and pages. The opt-in form automatically generates a shortcode that can be pasted inside your posts and pages to display the form anywhere on your website. For more information about using this opt-in, be sure to check out our in-depth inline tutorial.
Locked Content
Locked content is a great way to build your email list by requiring visitors to sign up before they get access to content on your website. You can lock content within a post, such as a link to download free resources. Once the visitor subscribes, they are granted access to the content hidden behind the form. Locked content opt-ins automatically generated a shortcode that you can place within your posts, wrapped around the content that you would like “lock.” Fore more information about this opt-in type, be sure to check out our in-depth locked content tutorial
Widget
The widget opt-in automatically generates an opt-in in the form of a widget. Once generated, the widget will appear in your Widgets tab in the WordPress Dashboard, allowing you to add the form to any widgetzed area on your website (such as your website’s sidebar or footer). For more information about this opt-in type, be sure to read our in-depth widget tutorial.

Once you select your opt-in type, you will be taken to the opt-in creation screen where you can adjust the various opt-in settings. These settings are broken into three categories: Setup, Design and Display Settings/

Opt-In Setup

The first page of the opt-in creation form is the Setup tab. Here you can adjust the name of your opt-in form, which is simply a way for you to remember the form by. It will be reference on the homepage tab and in your stats. You can also add a new opt-in account on this page if you have not already done so via the Accounts tab. If you have already created an account, then you can select that account here. Once you have selected an account, you will be given a lists associated email lists for that account. Select the list from the dropdown menu that you would like to use, and then proceed to the next page. Once your opt-in form goes live, subscribers will be added to the list/account that you selected here.
Opt-In Design

The next step is to design your opt-in form. Once you proceed to the design tab, you will first be presented with a list of pre-made templates. Think of these as starting points. We have put a lot of work into creating over 100 design variations that we think look great. Browse through the thumbnails and select a variation that looks good to you. Don’t worry, you will still get to customize everything on the next page. Once you have selected a template starting point, click the next button to bring up the design customization settings.

These settings allow you to adjust every aspect of your opt-in form’s appearance. You can do simple things like change the title and description and image, or more advanced things like adjust the form’s background color, text color, orientation, image, border style, edge style and more. Using these different design settings in combination, you can build just about anything. You can also preview your customized form at any time by clicking the “Preview” button on the right hand side of the page. For more information about each design setting, as well as how to use these design settings effectively, be sure to read our in-depth design settings tutorial. Once you have finished designing your opt-in, click the “Next” button to proceed to the display settings.
Opt-In Display

The opt-in display settings control how, where, and when your opt-in forms appear. You can choose to display your opt-in form on specific post types or categories. You can also target individual posts and pages, or exclude individual posts and pages. (Note: These settings do not exist for the Inline or Locked Content opt-in forms. These forms are displayed using shortcodes, and therefore these settings do not apply. If you are created an Inline or Locked Content form, you will be presented with a “Generate Shortcode” button. Simply copy and paste that shortcode into any post or page to display the opt-in form.)
For example, if you would like your opt-in form to to be displayed an all of your posts, but not any of your pages, you would select “Display On: Posts,” leaving the rest of the sections unchecked. If you would like your opt-in form to only appear on a single page, leave all areas under “Display On” unchecked, and then use the “Display On These Pages” section to target a specific page. If you would like you opt-in form to be displayed on your entire website, except for a single post or page, then you can select Display On: Everything,” and then exclude a single page using the “Do Not Display On These Posts” setting. Using these different settings, you can choose exactly where your opt-in form is displayed.
If you are creating a fly-in or pop-up opt-in, you will also be presented with various triggers. These triggers control not where your opt-in is displayed, but rather how and when your opt-in is displayed. For example, you can choose to trigger your opt-in form only after a visitor has finished reading your post, or only after a visitor has purchased one of your products. For more information about triggers, be sure to check out our in-depth triggers tutorial. For a complete look at all of the opt-in display settings, but sure to read our in-depth display settings tutorial.
After you have finished creating your opt-in, click the “Save and Exit” button. This will bring you back to the home page of the Bloom settings panel. You will see your newly-created opt-in has been added to the page. You can modify, delete, de-activate or create split tests for this opt-in using the various settings icons.
Managing Your Opt-Ins
Once you have created opt-in forms, you will notice that each form appears on the home page of the Bloom settings panel. Each of these opt-ins can be easily managed from this page. You can do various things with each opt-in using the setting icons that appear to the right of the opt-in name.

Generate Shortcode
The shortcode icons will appear for all locked content and inline opt-ins. Clicking this icon will display the shortcode needed for that specific form. Copy and past the shortcode into and post or page to display the opt-in.
Split Test – Split testing is a great way to optimize your opt-is. Initiating a split test allows you to create multiple variations of the same opt-in form, and then test those variations against each other to figure out which one has the highest conversion rate. Each variation that you create will be displayed to different visitors, and their stats will be kept separate. You can try creating different headlines, adjusting different colors, changing the images and so on to see how the changes affect user engagement. Each variation will show its conversion rate, making it easy to see which one is most effective. After you are satisfied with the results, you can end the split test and pick the most effective variation. For detained information about creating split tests, be sure to read our in-depth split testing tutorial.
Disable
You can disable an opt-in form at any time without deleting it. Once displayed the form will not be displayed on your website, and will be moved down the page into the inactive opt-ins list. You can save this form for later and re-activate it at a later time.
Duplicate
You can duplicate a form at any time. If you have spent a lot of time designing a form, and you would like to create a new variation based off that design, or if you would like to create a different opt-in type using the same design settings, you can simply duplicate the opt-in. When you first click the duplicate icon, you will be given the choice between which type of opt-in you would like to create. Even when duplicating, you can change the opt-in type while retaining your design settings.
Delete – If you no longer want to use an opt-in, it can be permanently deleted.
Modify – You can adjust the settings of an opt-in at any time. Clicking the modify icon will bring you back to the opt-in creation screen where you can adjust the opt-in settings using the Setup, Design and Display tabs.
Bloom Statistics
Once you have created your opt-ins, the next step is to understand their effectiveness. Using the Bloom stats page, you can get a great idea about how well each of your opt-in forms are performing, as well as how fast your email list is growing as a whole.

The Bloom stats page has a lot of great information, such as overall growth stats, a detailed overview of each opt-in form’s performance, a historical graph about your list growth, as well as information about your highest performing pages.
This has been a basic overview of Bloom, and we have only touched on the general concept behind creating opt-in forms. For each section above, we have deatiled tutorials that go in-depth into each setting and how they work. Be sure to browser though the rest of our tutorials found within the Bloom Documentation page.

Adding Custom Fields To Bloom Optin Forms

Adding Custom Fields To Bloom Optin Forms
Adding custom fields to a Bloom optin allows you to create custom subscribe forms and collecting additional information from your subscribers.

Bloom supports various email providers. Within each email provider, you can create custom data fields that can store different pieces of information about your email subscribers. This data can then be used to segment your email lists or create email autoresponders. By default, all email providers support the following fields: Name & Email. If you want to collect additional information, you will need to configure new custom fields.
Once a custom column of information has been created for your list within your email provider, a custom field can be added to your email optin module. When a visitor fills out that custom field, the data they input will be saved to your list in the subscriber’s user profile within your email provider’s system.
Adding Custom Fields In Your Email Provider
Each email provider works differently. Before you can add custom fields to your optin form, you will first need to log in to your email provider account and create the custom fields that you would like to use. Please refer to the following directions for your email provider to learn how to create custom fields. After that, continue down the page for more instructions on how to add those fields to your Bloom optin.
ActiveCampaign
ActiveCampaign has a great tutorial about how to add custom fields to your account. You can learn more here. Once you have added custom fields in their system, they will show up automatically in Bloom when you add new custom fields. To learn more, continue to step two.
Aweber
Aweber has a great tutorial about how to add custom fields to your account. You can learn more here. Once you have added custom fields in their system, they will show up automatically in Bloom when you add new custom fields. To learn more, continue to step two.
CampaignMonitor
CampaignMonitor has a great tutorial about how to add custom fields to your account. You can learn more here. Once you have added custom fields in their system, they will show up automatically in Bloom when you add new custom fields. To learn more, continue to step two.
ConstantContact
Unfortunately ConstantContact does not support custom fields. If you need to use custom fields for your list, we suggest using a different provider that is more capable.
Convertkit
Convertkit has a great tutorial about how to add custom fields to your account. You can learn more here. Once you have added custom fields in their system, they will show up automatically in Bloom when you add new custom fields. To learn more, continue to step two.
Emma
Emma has a great tutorial about how to add custom fields to your account. You can learn more here. Once you have added custom fields in their system, they will show up automatically in Bloom when you add new custom fields. To learn more, continue to step two.
Feedblitz
Feedblitz doesn’t require you to add custom fields within their platform. Once they receive data from a custom field that you add to your email optin module, they will automatically save that data within their system. Continue on to learn how to add custom fields to your email optin module.
GetResponse
GetResponse has a great tutorial about how to add custom fields to your account. You can learn more here. Once you have added custom fields in their system, they will show up automatically in Bloom when you add new custom fields. To learn more, continue to step two.
HubSpot
HubSpot has a great tutorial about how to add custom fields to your account. You can learn more here. Once you have added custom fields in their system, they will show up automatically in Bloom when you add new custom fields. To learn more, continue to step two.
iContact
iContact has a great tutorial about how to add custom fields to your account. You can learn more here. Once you have added custom fields in their system, they will show up automatically in Bloom when you add new custom fields. To learn more, continue to step two.
Infusionsoft
Infusionsoft has a great tutorial about how to add custom fields to your account. You can learn more here. Once you have added custom fields in their system, they will show up automatically in Bloom when you add new custom fields. To learn more, continue to step two.
MadMimi
MadMimi has a great tutorial about how to add custom fields to your account. You can learn more here.
MadMimi doesn’t require you to add custom fields within their platform. Once they receive data from a custom field that you add to your email optin module, they will automatically save that data within their system. Continue on to learn how to add custom fields to your email optin module.
MailChimp
MailChimp has a great tutorial about how to add custom fields to your account. You can learn more here. Once you have added custom fields in their system, they will show up automatically in Bloom when you add new custom fields. To learn more, continue to step two.
MailerLite
MailerLite has a great tutorial about how to add custom fields to your account. You can learn more here. Once you have added custom fields in their system, they will show up automatically in Bloom when you add new custom fields. To learn more, continue to step two.
MailPoet
MailPoet has a great tutorial about how to add custom fields to your account. You can learn more here. Once you have added custom fields in their system, they will show up automatically in Bloom when you add new custom fields. To learn more, continue to step two.
Mailster
Mailster has a great tutorial about how to add custom fields to your account. You can learn more here.
Mailster doesn’t require you to add custom fields within their platform. Once they receive data from a custom field that you add to your email optin module, they will automatically save that data within their system. Continue on to learn how to add custom fields to your email optin module.
Ontraport
Ontraport has a great tutorial about how to add custom fields to your account. You can learn more here. Once you have added custom fields in their system, they will show up automatically in Bloom when you add new custom fields. To learn more, continue to step two.
SalesForce
has a great tutorial about how to add custom fields to your account. You can learn more here. Once you have added custom fields in their system, they will show up automatically in Bloom when you add new custom fields. To learn more, continue to step two.
SendinBlue
SendinBlue has a great tutorial about how to add custom fields to your account. You can learn more here. Once you have added custom fields in their system, they will show up automatically in Bloom when you add new custom fields. To learn more, continue to step two.
Adding Pre-Defined Custom Fields
Most email providers will send Bloom all of your custom field data, and the optin options interface will be populated with a list of your available custom fields. Once you have added custom fields as described above, they will become available within the Design tab when you create or edit your optin form.
To add a new custom field, click the plus button and then choose your desired field from the Content > Field > Field dropdown menu.

You can then continue on to the Field Options to configure additional settings for your field. Here you can do things like add links to your input labels and re-organize field items.

Adding Manual Custom Fields
Some email providers do not send Divi your custom field data. For these providers, you must configure your fields manually. These providers include: Aweber, Mailster and MadMimi.
For these providers, you will need to choose which field type you would like to use to collect this specific piece of information. You can pick a field type after selecting your custom field.

Adding Links To Your Checkboxes
A common use of checkbox custom fields is to record consent for data privacy regulations like the GDPR. In these cases, you may wish to link to your privacy policy or terms of service from a checkbox field item. All checkboxes and radio buttons support custom links. To add a link to a given field item, simply click the link icon and add your link text and link URL:

Using The Bloom Opt-in Types

Using The Bloom Opt-in Types
Bloom let’s you add opt-in forms to your website using 6 different methods.

The 6 Bloom Optin
Bloom let’s you add opt-in forms to your website using 6 different methods. These methods are the 6 opt-in types, which are: Pop-Up, Fly-In, Below Post, Inline, Locked Content and Widget. There is no limit to how many opt-in forms you can create, and you can create different opt-in forms using different opt-in types to use on different parts of your website. For more information about how each opt-in type works, and how to configure them, please continue reading.
To create your first opt-in form, click on the Bloom > Email Optins link in your WordPress Dashboard. Here you will see a list of your current optins, as well as a button to create a new opt-in.

Click the “New Optin” button to reveal the 6 opt-in types mentioned above. Pick the opt-in in type that you would like to create to continue on to the opt-in configuration.

Creating An Opt-In Form
To create an opt-in form, click on the
Bloom > Email Optins
link with the WordPress Dashboard, or click the “Home” icon within the Bloom settings page to open up the main settings tab. Here you can manage the opt-ins that you have created in the past, as well as create new opt-ins. To create your first opt-in form, click the “New Optin” button. This will reveal the 6 opt-in types that Bloom supports.
Pop-Up
The pop-up opt-in displays a ligthtbox pop-up on your website. Within the pop-up is a form that visitors can use to subscribe to your mailing list. Pop-ups are highly effective at collecting emails due to the simple fact that they cannot be ignored. These pop-ups can be placed anywhere on your website, and they can also be triggered based on unique user interactions. When combining pop-ups with triggers, you can make your opt-in form even more effective by asking visitors to subscribe at the optimum moment (such as when they have finished reading a post, after they have posted a comment, or after they have purchased a product).

Building your opt-in is broken into three steps. During these three steps you can 1) Assign an email account to your opt-in, 2) customize the design of your opt-in, and 3) adjust the location of the opt-in on your website.
Setup
Within the Setup tab of the opt-in creation process, you can give your opt-in a name (for future reference) and assign an email account to the opt-in form. Before you can start collecting email addresses, you first need to connect Bloom to your email marketing service, such as MailChimp or Constant Contact. If you have not already added an account to Bloom, you can do so here. If you have already added an account to Bloom, then you can select the account and the associate email list from within the Form Integration settings on this page. For detailed information about how to add accounts to bloom, as well as a comprehensive list of all account types support by Bloom, please refer to our in-depth accounts tutorial.
Design
Within the Design tab, you can customize the appearance of your opt-in form. Bloom comes with tons of design settings, such as background color, font color, button color, form color, image and form location, border styles and much more. Within this tab you can adjust all of these settings, as well as preview your form by clicking the Preview button. For an comprehensive look at the Bloom design settings, please refer to our in-depth design tutorial.
Display
The Display tab is where you adjust how, where and when your opt-in form appears on your website. You can choose to display your form on specific posts, pages or categories, or exclude specific posts or pages. You can also adjust the triggers that control when your pop-up and fly-in opt-ins appear. These opt-ins can be triggered based on different user interactions. For a detailed look at triggers and how to use them effectively, please refer to our in-depth triggers tutorial. For a comprehensive look at all of Bloom’s display settings, please refer to our in-depth locations tutorial.
Fly_in
The fly-in is very similar to the pop-up opt-in, except it is a bit more subtle, Instead of taking up the entire screen, the fly-in presents a smaller opt-in box that slides up from the bottom corner of the screen. Fly-ins can be highly effective without getting too aggressive. These fly-ins can be placed anywhere on your website, and they can also be triggered based on unique user interactions. When combining fly-ins with triggers, you can make your opt-in form even more effective by asking visitors to subscribe at the optimum moment (such as when they have finished reading a post, after they have posted a comment, or after they have purchased a product).

Building your opt-in is broken into three steps. During these three steps you can 1) Assign an email account to your opt-in, 2) customize the design of your opt-in, and 3) adjust the location of the opt-in on your website.
Setup
Within the Setup tab of the opt-in creation process, you can give your opt-in a name (for future reference) and assign an email account to the opt-in form. Before you can start collecting email addresses, you first need to connect Bloom to your email marketing service, such as MailChimp or Constant Contact. If you have not already added an account to Bloom, you can do so here. If you have already added an account to Bloom, then you can select the account and the associate email list from within the Form Integration settings on this page. For detailed information about how to add accounts to bloom, as well as a comprehensive list of all account types support by Bloom, please refer to our in-depth accounts tutorial.
Design
Within the Design tab, you can customize the appearance of your opt-in form. Bloom comes with tons of design settings, such as background color, font color, button color, form color, image and form location, border styles and much more. Within this tab you can adjust all of these settings, as well as preview your form by clicking the Preview button. For an comprehensive look at the Bloom design settings, please refer to our in-depth design tutorial.
Display
The Display tab is where you adjust how, where and when your opt-in form appears on your website. You can choose to display your form on specific posts, pages or categories, or exclude specific posts or pages. You can also adjust the triggers that control when your pop-up and fly-in opt-ins appear. These opt-ins can be triggered based on different user interactions. For a detailed look at triggers and how to use them effectively, please refer to our in-depth triggers tutorial. For a comprehensive look at all of Bloom’s display settings, please refer to our in-depth locations tutorial.
Below Post
This is perhaps the most simple and classic opt-in form. When this form is enabled, it places an opt-in box at the bottom of your posts and pages. If a visitor has enjoyed your post and read the entire thing, they will be greeted with a chance to subscribe when they are finished. This is a great way to capture your more attentive readers. These opt-ins can be placed site-wide, or they can be targeted to specific posts or post types.

Building your opt-in is broken into three steps. During these three steps you can 1) Assign an email account to your opt-in, 2) customize the design of your opt-in, and 3) adjust the location of the opt-in on your website.
Setup
Within the Setup tab of the opt-in creation process, you can give your opt-in a name (for future reference) and assign an email account to the opt-in form. Before you can start collecting email addresses, you first need to connect Bloom to your email marketing service, such as MailChimp or Constant Contact. If you have not already added an account to Bloom, you can do so here. If you have already added an account to Bloom, then you can select the account and the associate email list from within the Form Integration settings on this page. For detailed information about how to add accounts to bloom, as well as a comprehensive list of all account types support by Bloom, please refer to our in-depth accounts tutorial.
Design
Within the Design tab, you can customize the appearance of your opt-in form. Bloom comes with tons of design settings, such as background color, font color, button color, form color, image and form location, border styles and much more. Within this tab you can adjust all of these settings, as well as preview your form by clicking the Preview button. For an comprehensive look at the Bloom design settings, please refer to our in-depth design tutorial.
Display
The Display tab is where you adjust how, where and when your opt-in form appears on your website. You can choose to display your form on specific posts, pages or categories, or exclude specific posts or pages. For a comprehensive look at all of Bloom’s display settings, please refer to our in-depth locations tutorial.
Inline
The inline opt-in allows you to place an opt-in form anywhere on your website manually using a shortcode. Unlike some of the other opt-in types, which are automatically displayed in certain locations, the inline opt-in form generates a shortcode that you can copy and paste inside the WordPress post editor, allowing to place the form anywhere inside of a post or page.

Setup
Within the Setup tab of the opt-in creation process, you can give your opt-in a name (for future reference) and assign an email account to the opt-in form. Before you can start collecting email addresses, you first need to connect Bloom to your email marketing service, such as MailChimp or Constant Contact. If you have not already added an account to Bloom, you can do so here. If you have already added an account to Bloom, then you can select the account and the associate email list from within the Form Integration settings on this page. For detailed information about how to add accounts to bloom, as well as a comprehensive list of all account types support by Bloom, please refer to our in-depth accounts tutorial.
Design
Within the Design tab, you can customize the appearance of your opt-in form. Bloom comes with tons of design settings, such as background color, font color, button color, form color, image and form location, border styles and much more. Within this tab you can adjust all of these settings, as well as preview your form by clicking the Preview button. For an comprehensive look at the Bloom design settings, please refer to our in-depth design tutorial.
Generate Shortcode
After you have configured your locked content opt-in, you will be presented with a “generate shortcode” button. This button will display the shortcode that you can use to place your locked content opt-in form anywhere on your website. You can also access a list of all of your shortcodes from within the Bloom Shortcode button within the WordPress post editor, or by clicking the shortcode icon within the opt-in management tab in your Bloom settings panel.
Locked Content
Locked content is a great way to get new subscribers by requiring them to subscribe to your list before they get access to a free resource. After you finish creating your locked content opt-in, you will be give a shortcode that you can use to wrap the content that you would like to lock within any given post or page. For example, you could lock a link that gives down-loadable access to your eBook. Or you could write a great post, and lock the second half of the post for only your subscribers to access.

Building your opt-in is broken into three steps. During these three steps you can 1) Assign an email account to your opt-in, 2) customize the design of your opt-in, and 3) copy and paste the shortcode into your post or page.
Setup
Within the Setup tab of the opt-in creation process, you can give your opt-in a name (for future reference) and assign an email account to the opt-in form. Before you can start collecting email addresses, you first need to connect Bloom to your email marketing service, such as MailChimp or Constant Contact. If you have not already added an account to Bloom, you can do so here. If you have already added an account to Bloom, then you can select the account and the associate email list from within the Form Integration settings on this page. For detailed information about how to add accounts to bloom, as well as a comprehensive list of all account types support by Bloom, please refer to our in-depth accounts tutorial.
Design
Within the Design tab, you can customize the appearance of your opt-in form. Bloom comes with tons of design settings, such as background color, font color, button color, form color, image and form location, border styles and much more. Within this tab you can adjust all of these settings, as well as preview your form by clicking the Preview button. For an comprehensive look at the Bloom design settings, please refer to our in-depth design tutorial.
Generate Shortcode
After you have configured your locked content opt-in, you will be presented with a “generate shortcode” button. This button will display the shortcode that you can use to place your locked content opt-in form anywhere on your website. You can also access a list of all of your shortcodes from within the Bloom Shortcode button within the WordPress post editor, or by clicking the shortcode icon within the opt-in management tab in your Bloom settings panel.
Widget
When you create a widget opt-in, Bloom will turn your newly created opt-in form into a widget that can be placed inside any widget-ready area on your website, such as your footer or sidebar. Simply place the “Bloom” widget into your widget area and select the opt-in widget that you would like to display from the dropdown menu.

Using The Bloom Locked Content Opt-In

Using The Bloom Locked Content Opt-In
Required your visitors to subscribe before they get access to the content on your post or page.

What Is The Locked Content Opt-In?
Locked content is a great way to get new subscribers by requiring them to subscribe to your list before they get access to a free resource. After you finish creating your locked content opt-in, you will be give a shortcode that you can use to wrap the content that you would like to lock within any given post or page. For example, you could lock a link that gives down-loadable access to your eBook. Or you could write a great post, and lock the second half of the post for only your subscribers to access.

Creating The Locked Content Opt-In
To create an opt-in form, click on the Bloom > Email Optins link in your WordPress Dashboard, or click on the “Home” icon within the Bloom settings page to open up the main settings tab. Here you can manage the opt-ins that you have created in the past, as well as create new opt-ins. To create your first opt-in form, click the “New Optin” button. This will reveal the 6 opt-in types that Bloom supports.

Click on the “Locked Content” icon to begin building your new opt-in. Once you select your opt-in type, you will be taken to the opt-in creation screen where you can adjust the various opt-in settings. These settings are broken into two categories: Setup & Design.
After you finish designing your opt-in, you will reach the final step: Generate Shortcode.

Setup
Within the Setup tab of the opt-in creation process, you can give your opt-in a name (for future reference) and assign an email account to the opt-in form. Before you can start collecting email addresses, you first need to connect Bloom to your email marketing service, such as MailChimp or Constant Contact. If you have not already added an account to Bloom, you can do so here. If you have already added an account to Bloom, then you can select the account and the associate email list from within the Form Integration settings on this page. For detailed information about how to add accounts to bloom, as well as a comprehensive list of all account types support by Bloom, please refer to our in-depth accounts tutorial.
Design
Within the Design tab, you can customize the appearance of your opt-in form. Bloom comes with tons of design settings, such as background color, font color, button color, form color, image and form location, border styles and much more. Within this tab you can adjust all of these settings, as well as preview your form by clicking the Preview button. For an comprehensive look at the Bloom design settings, please refer to our in-depth design tutorial.
Generate Shortcode
After you have configured your locked content opt-in, you will be presented with a “generate shortcode” button. This button will display the shortcode that you can use to place your locked content opt-in form anywhere on your website. You can also access a list of all of your shortcodes from within the Bloom Shortcode button within the WordPress post editor, or by clicking the shortcode icon within the opt-in management tab in your Bloom settings panel. For more information about using shortcodes, be sure to read our in-depth shortcodes tutorial.
Using these settings you can create a wide range of opt-in boxes, and have them appear on different areas of your website (or your entire website if you so choose).

How To Install Your Bloom WordPress Plugin

How To Install Your Bloom WordPress Plugin
Installing our plugins is a snap using the WordPress Dashboard plugin installer.

Download Your Plugin

To update your new plugin, you must first upload it to your WordPress website via the WordPress dashboard. When you download Bloom from the Elegant Themes Member’s Area, you will be be given a file called bloom.zip. Some browsers (such as Safari on OSX) will automatically unzip that folder for you. In this case, you will need to re-size the Bloom folder by right clicking the folder and compressing it. Once you have located your bloom.zip file, you are read to upload it to your WordPress website.
Log in to your WordPress Dashboard and click the Plugins > Add New link. This will bring you to the WordPress plugins page.
Upload Your Plugin

After the plugins page in your dashboard has loaded, locate the “Upload Plugin” button towards the top of the screen. Click this button to proceed to the next step.
Choose Your Plugin ZIP File

After clicking “Upload Plugin,” you will be taken to a new page where you can select the plugin that you would like to install. In this case, we will be installing the bloom.zip file that you downloaded earlier. Click the “Choose File” button to open a local browser window.
Upload And Activate

You will need to browse your local machine and find the bloom.zip file. You will often find it in your Downloads folder, but it depends on your browser settings. Once you have located the file, select it and click the Open button. Next click the “Install” button to install the bloom.zip folder that you have just selected. After the plugin has been uploaded you will be taken to a confirmation page where you can activate the plugin. Click the “activate” button and you are good to go!

Using The Bloom Inline Opt-In

Using The Bloom Inline Opt-In
Create your own opt-in shortcode that can be placed on any post or page inline with your content.

What Is The Bloom Inline Opt-In?
The inline opt-in allows you to place an opt-in form anywhere on your website manually using a shortcode. Unlike some of the other opt-in types, which are automatically displayed in certain locations, the inline opt-in form generates a shortcode that you can copy and paste inside the WordPress post editor, allowing to place the form anywhere inside of a post or page.

Creating The Inline Opt-In
To create an opt-in form, click on the
Bloom > Email Optins
link in your WordPress Dashboard, or click on the “Home” icon within the Bloom settings page to open up the main settings tab. Here you can manage the opt-ins that you have created in the past, as well as create new opt-ins. To create your first opt-in form, click the “New Optin” button. This will reveal the 6 opt-in types that Bloom supports.

Click on the “Inline” icon to begin building your new opt-in. Once you select your opt-in type, you will be taken to the opt-in creation screen where you can adjust the various opt-in settings. These settings are broken into two categories: Setup & Design.
After you finish designing your opt-in, you will reach the final step: Generate Shortcode.

Setup
Within the Setup tab of the opt-in creation process, you can give your opt-in a name (for future reference) and assign an email account to the opt-in form. Before you can start collecting email addresses, you first need to connect Bloom to your email marketing service, such as MailChimp or Constant Contact. If you have not already added an account to Bloom, you can do so here. If you have already added an account to Bloom, then you can select the account and the associate email list from within the Form Integration settings on this page. For detailed information about how to add accounts to bloom, as well as a comprehensive list of all account types support by Bloom, please refer to our in-depth accounts tutorial.
Design
Within the Design tab, you can customize the appearance of your opt-in form. Bloom comes with tons of design settings, such as background color, font color, button color, form color, image and form location, border styles and much more. Within this tab you can adjust all of these settings, as well as preview your form by clicking the Preview button. For an comprehensive look at the Bloom design settings, please refer to our in-depth design tutorial.
Generate Shortcode
After you have configured your locked content opt-in, you will be presented with a “generate shortcode” button. This button will display the shortcode that you can use to place your locked content opt-in form anywhere on your website. You can also access a list of all of your shortcodes from within the Bloom Shortcode button within the WordPress post editor, or by clicking the shortcode icon within the opt-in management tab in your Bloom settings panel. For more information about using shortcodes, be sure to read our in-depth shortcodes tutorial
Using these settings you can create a wide range of opt-in boxes, and have them appear on different areas of your website (or your entire website if you so choose).

How To Import And Export Bloom Opt-Ins

How To Import And Export Bloom Opt-Ins
Building a new website? Import your settings from a previous install and skip the setup!

You Can Easily Export Your Opt-Ins and Import Them To Other Websites
If you have spent a lot of time creating your opt-ins, and you would like to start a new website without having to start the process all over again, then you can simply export them from within the Bloom settings panel and import them into your new website.

Exporting and Importing
To export your Bloom opt-ins, you will first need to open up the Bloom settings panel and click on the Import/Export icon as shown below, or simply click the Bloom > Import & Export link in your WordPress Dashboard.
Once you have opened the tab, you will notice two buttons labeled “Export” and “Import.” To export opt-ins from your current website, click the “Export” button to innate a download. You will automatically download the export file. This file can then be imported to your new website using the “Import” button.

To import opt-ins to your new website, log in to the WordPress Dashboard and go to the Import/Export page once again. Click the “Choose File” button and locate/select the export file you just downloaded. Once selected, click the “Import” button to begin the import. Once completed, your opt-ins will appear within the Bloom settings panel.

Using The Bloom Fly-In Opt-In

Using The Bloom Fly-In Opt-In
Flyings are a great way to encourage sharing when visitors are most engaged with your post.

What Is The Fly-In Opt-In?
The fly-in is very similar to the pop-up opt-in, except it is a bit more subtle, Instead of taking up the entire screen, the fly-in presents a smaller opt-in box that slides up from the bottom corner of the screen. Fly-ins can be highly effective without getting too aggressive. These fly-ins can be placed anywhere on your website, and they can also be triggered based on unique user interactions. When combining fly-ins with triggers, you can make your opt-in form even more effective by asking visitors to subscribe at the optimum moment (such as when they have finished reading a post, after they have posted a comment, or after they have purchased a product).

Creating The Fly-In
To create an opt-in form, click on the
Bloom > Email Optins
link in your WordPress Dashboard, or click on the “Home” icon within the Bloom settings page to open up the main settings tab. Here you can manage the opt-ins that you have created in the past, as well as create new opt-ins. To create your first opt-in form, click the “New Optin” button. This will reveal the 6 opt-in types that Bloom supports.

Click on the “Fly-In” icon to begin building your new opt-in. Once you select your opt-in type, you will be taken to the opt-in creation screen where you can adjust the various opt-in settings. These settings are broken into three categories: Setup, Design and Display Settings.

Using The Bloom Display Settings

Using The Bloom Display Settings
Bloom gives you complete control over where each of your opt-in forms appear on your website.

Display Settings Control Where & When Your Opt-Ins Are Displayed
Whenever you create a new Pop-Up, Fly-In or Below Post opt-in, you will be presented with a set of “Display” settings. These settings are used to control where on your website your opt-in will appear, and well as when it will appear. You can choose to display your opt-in on your entire site, or you can choose to display you opt-in on individual posts or post types. If you are building a Pop-Up of Fly-In, you can also adjust a set of “trigger” that affect when your opt-in is displayed. For example, you could create a Pop-Up that exists on all pages, but is only triggered when a visitor reaches the bottom of your post. Or you could create a fly-in to exists only on a certain category of posts, and is only displayed after a visitor comments.

By targeting specific opt-ins to specific parts of your site, you can optimize them to be more relevant to your visitors. For example, you would might not want to offer a special discount to someone who is ready your blog post about “web design,” but you might want to offer them a free ebook where they can learn even more. You might not want to offer a potential customer who is browser your WooCommerce storefront a free eBook, but you might want to offer then a 20% discount in exchange for joining your list. These are just two example of how building specific opt-ins for specific locations on your website can be highly effective.
Load In Settings

Trigger After Time Delay
If Automatic PopUps are enabled, this setting will appear, allowing you to specify the timed delay (in seconds) of your social po-pup.
Trigger After Inactivity
This will cause the pop-up to appear once the user has been inactive for a certain period of time. If the user has left their computer, or left the tab after reading your post, try reminding them to subscribe when they get back!
Trigger at Bottom of Post
Just as a reader reaches the end of your page or post content is a perfect time to offer them a way to subscribe to your content. Enabling this pop-up trigger will auto detect the end of your content and do just that.
Trigger After Scrolling
This will trigger the pop-up after the visitor has scrolled a certain percentage down the page. Depending on the size of your page, and the content within it, you can have the pop-up trigger at specific points within the reading. Depending on the situation, having the pop-up or fly-in trigger at certain percentages may be much more effective than a timing delay.
Trigger After Commenting
This is a great way to target your most engaged visitors. When this is enabled, your visitor will be greeted with a pop-up or fly-in after they have posted a comment on your website.
Trigger After Purchasing
This is another great way to target your most engaged visitors. When this is enabled, your customers will be asked to subscribe to your website after they have successfully purchased a product using WooCommerce.
Triggers NOTE
No matter how many triggers you have selected above, Bloom will only use whichever trigger occurs first so that your users are not overwhelmed with pop-ups if you have multiple triggers enabled.
Display On Post Types

Everything
When selection, the optin will be displayed on every part of your website.
Homepage
When selection, the optin will be displayed on the homepage of your website.
Archives
When selection, the optin will be displayed on archive pages.
Categories
When selection, the optin will be displayed on category pages.
Tags
When selection, the optin will be displayed on tag pages.
Posts
When selection, the optin will be displayed on single post pages.
Pages
When selection, the optin will be displayed on all individual pages.
Other Post Types
Other post types registered by your plugins may also appear here, and selecting those post types will display the optin on all posts with that post type.
Display On Categories

Individual Category Selection
Here can you choose to display your optin on individual categories that you choose.
Automatically check categories created in future
If this option is selected, your optin will be automatically displayed on any new category you create.
Individual Post & Page Targeting

Display On These Pages
Here you choose individual pages that display your optin on.
Do Not Display On These Pages
Here you can choose which pages you do not want your optin to appear on.
Display On These Posts
Here you choose individual posts that you would like your optin to display on.