How to Do Lead Generation in WordPress Like a Pro

Do you want to generate leads and increase sales from your website? 

Lead generation should be a top priority for all businesses because converting visitors into subscribers and customers is how you make money online.

In this article, we’ll show you how to do lead generation in WordPress like a pro.

How to do lead generation in WordPress like a pro

This is a comprehensive guide on lead generation in WordPress, so we’ve added a table of contents for easier navigation:

What is Lead Generation in WordPress?

Lead generation means getting potential customers, or ‘leads’, interested in your products and services, and capturing their contact information.

More than 75% of visitors that come to your website will leave, and you’ll never hear from them again. But by having strong lead generation in place, you can gather those users’ information and continue to engage with them, and turn them into happy customers. 

Depending on the type of website you run, you can encourage your visitors to share their contact information by:

  • Submitting a contact or inquiry form on your site
  • Joining your email newsletter
  • Signing up for an upcoming webinar
  • Using an online calculator with email results
  • Entering a viral giveaway you run

Essentially, lead generation is all about opening a communication channel between you and your visitors. 

Once you get a user to perform an action that opens up a communication channel, you can begin to send them special offers, freebies, good content, and more to bring them back to your website and convert them into customers.

Who Should Start Generating Leads?

Whether you’re a new blogger, a small or large business, or even a hobby blogger, you need to start doing lead generation.

Even non-profit owners can benefit from lead generation to get more support and donations. 

If you care about growing your audience and getting more traffic to your website, then you should start generating leads today. 

Many successful online marketers and bloggers will tell you that the biggest mistake was not starting an email list to capture leads earlier.

When Should I Start Lead Generation?

It takes time to generate leads. Every moment you don’t have lead generation in place, you lose potential customers. 

Even when you just started a blog and are only getting a little bit of traffic, those leads can build over time.

Business owners who haven’t launched their websites yet can still benefit from lead generation by creating coming soon pages to create anticipation and hype before launch.

With that said, let’s take a look at how to get started with lead generation in WordPress. 

Getting Started with Lead Generation in WordPress

Before you can start generating leads, you must make sure that you are using the right WordPress platform. Yes, there are two types of WordPress.

We recommend using WordPress.org, the self hosted version, because it lets you use all WordPress features without any restrictions and build a website ready to generate leads.

For more details, see our comparison between WordPress.com vs WordPress.org.

You’ll need the following things to get started building a WordPress site for lead generation:

  • WordPress hosting (this is where your website files are stored)
  • A domain name (for example, wpbeginner.com)
  • WordPress lead generation tools and plugins (highlighted below)

First you need to get a domain name and web hosting.

We recommend using Bluehost for your web hosting. Their hosting plans are officially recommended by WordPress.

Bluehost

WPBeginner readers can currently get a big 60% discount on hosting, plus a free domain name and SSL certificate.

Simply click on the Bluehost button below, and the discount will automatically be applied.

Once you’ve purchased hosting, make sure to check out our ultimate guide on how to make a website.

Recommended Lead Generation Tools and Plugins to Get Started

Next, there are a few plugins and tools we highly recommend using for lead generation. 

First, you need to sign up with a email marketing service provider. This will let you collect email addresses on your website to build your email list and send emails in an easy to use interface.

Some great services to get started with include Constant Contact, HubSpot, and Sendinblue.

Next, you’ll also need a popup tool like OptinMonster. It’s one of the best popup plugins and lead generation tools in the market used by over 1.2 million websites.

OptinMonster

This will help you create popups, floating bars, scroll boxes, and more to collect leads on your website. 

You’ll also want a WordPress form builder like WPForms. It’s one of the best lead generation plugins and form builders in the market used by over 5 million sites.

WPForms

This will help you create lead generation forms, sign up forms, and more.

Aside from that, we’ll be covering several other WordPress lead generation plugins, tools, and tips below to help you convert website visitors into leads, customers, and subscribers. 

Lead Generation Using Forms in WordPress

One of the most effective ways to generate leads on your website is using WordPress forms. This can be a simple contact form, request a quote form, general interest form, and much more. 

The easiest way to add forms to your website is by using the WPForms plugin mentioned above.

It’s very beginner friendly and will let you create nearly any kind of form with the drag and drop builder. There are over 300+ form templates you can use to get started.

WPForms form templates

Plus, it integrates will all the top email marketing providers, so you can easily send your leads to your preferred tool. 

Below we’ll show you a few different ways you can use WPForms to generate leads. 

Create Simple Lead Generation Forms in WordPress

The simplest way to generate leads on your site is with a simple contact form. WPForms makes it easy to create a contact form in minutes using the drag and drop builder. 

WPForms form builder

You can even use the free version of WPForms to create a simple form and connect it to Constant Contact for sending emails to your list. 

For more details, see our step by step guide on how to create a contact form in WordPress

WPForms also has built in settings that let you view and manage all of your form submissions directly from your WordPress dashboard.

Simply go to WPForms » Entries, and you can view all of your form submissions.

View form leads in WPForms

Redirect Users After Form Submission

Another technique you can use to boost sales and sign ups is adding a redirect page upon successful form submission.

WPForms allows you to easily redirect users to any page after submitting a form using the smart form confirmation feature.

To do this, go to Settings » Confirmations in your form editor screen and then select your confirmation type from the drop down list.

Change after form redirect action

You can choose to show a confirmation message, redirect users to another WordPress page, or even a different URL. 

If you select the ‘Show Page’ option, then you can create a separate page on your WordPress site with special offers, coupons, or show users content to help convert visitors into customers.

Change form submission redirect page

Once you’re done, make sure to click the ‘Save’ button to confirm your changes. 

Add Newsletter Signup Forms to Your Website

Contact forms and other types of inquiry forms are great for collecting inbound leads, but you can also use them to build your email list.

Using WPForms, you can create simple email newsletter opt in forms to add to different areas of your website. 

Simple email sign up form example

To set up your email newsletter form, see our guide on how to create an email newsletter the right way.

You can add these forms to different areas of your WordPress site, including your sidebar, footer area, and below your blog posts.

If you want to create simple single line forms that are easy to place throughout your site, then see our guide on how to display your form in a single line in WordPress.

Lead Generation Using Popups and Dynamic Opt ins in WordPress

When doing lead generation, it’s important to have multiple types of lead generation in place. For example, your readers might miss a simple sidebar email opt in box, but you can create engaging popups that will capture your reader’s attention.

This is where OptinMonster comes in. It’s the best email capture tool for WordPress that allows you to create high-converting opt in forms for your WordPress site without hiring a developer. 

We use it on WPBeginner and have increased our conversions by over 600% with this plugin alone.

With OptinMonster, you can create personalized opt ins based on user behavior, so you can send users the right message at the right time. 

For example, you can create customized opt ins that will show up based on:

  • The page, post, or category being viewed
  • Your user’s location in the world
  • What previous interactions they’ve taken on your site
  • Where your visitors are coming from (Google Search, Facebook, etc.)
  • Which device they’re using to browse your site
  • And much more

Combined with these targeting options, dynamic opt in forms are the most powerful tool in any marketer’s toolbox.

Here are a few different ways you can use OptinMonster to generate more leads. 

Use Exit-Intent Lightbox Popup for Email Signups

OptinMonster has a unique exit-intent technology that detects when a user’s mouse is leaving the page and shows a popup at that exact moment.

This gives your visitors one last chance to sign up before they decide to leave your website. It’s less intrusive and doesn’t annoy your visitors since it won’t show up until they’re leaving. 

Exit intent popups simply work, which is why we use them on all of our brands for easy lead generation.

Exit intent popup example

With OptinMonster, there’s also a wide variety of popup types you can create like spin to win opt ins, floating bars, mobile popups, and more.

You can create multiple different types of opt ins for your site and test them to see what works best.

Spin to win popup example

Now, we’ll look at a few more unique ways to use OptinMonster for lead generation.

Boost Conversions with Fullscreen Welcome Mats

Welcome mats let you capture your visitor’s attention and allow you to display a full screen overlay on your content.

To view the page, your visitors will need to give you their contact information or close it. 

Full screen welcome mat example

Similar to exit intent popups, this style of opt in also converts incredibly well. 

For more details, see our guide on how to create a welcome mat for your WordPress site.

Lock Your Content to Improve Lead Generation

Content locking is a technique used by site owners to encourage people to take action.

This can be anything from joining an email newsletter to signing up for a premium paywall.

Premium locked content example

If you have a ton of high-quality content, then you can hide this behind a content locker to generate more leads. 

For more details, see our guide on how to add content locking to WordPress.

Offer Users Incentives to Join Your Email List

Similar to using a content locker, a content upgrade is an exclusive bonus you offer to your readers in exchange for joining your email list. 

You can create all kinds of content upgrades like checklists, eBooks, worksheets, and more. 

Content upgrades are great because they use on-click popups to deliver the download. Your visitors simply click the link and a popup will appear.

Click for content upgrade example

This takes advantage of the powerful Zeigarnik effect. This psychological principle states that users who start an action are more likely to finish it.

For more details, see our guide on how to add content upgrades in WordPress and grow your email list.

Lead Generation Using Custom WordPress Pages

When building your site, you may need to create custom pages to generate leads. For example, you can create a landing page that people will visit when coming to your site from social media only.

These pages are built for a very specific purpose and often have higher conversion rates than other pages since there’s less distraction.

The easiest way to build these custom pages is by using SeedProd. It’s the best drag and drop WordPress page builder in the market used by over 1 million websites.

SeedProd

With this plugin, you can create any type of landing page without writing any code. It has dozens of professional templates you can customize easily with the drag and drop builder.

Many of these can be used to generate leads, like opt in pages, sales funnel landing pages, webinar registration pages, and more.

SeedProd page example

You can also connect SeedProd with popular email marketing tools and other lead generation plugins like WPForms. 

Every single template can be completely customized to help you start generating leads as quickly as possible.

There are dozens of blocks designed to improve your landing pages and convert better, like countdown timers, CTA buttons, rotating testimonials, and more. 

SeedProd page builder

For more details on building high converting landing pages, see our guide on how to create a landing page in WordPress.

Lead Generation in WordPress Using Simple Online Calculators

Online calculators are a very popular type of lead magnet used by some of the best blogs in the world today. 

These calculators help your users solve a problem or answer a question. To get the results from the calculator, your readers will enter their email addresses.

You can use online calculators in virtually any popular blogging niche like finance, fitness, travel, and much more. 

The easiest way to add online calculators to your website is by using the Formidable Forms plugin. It’s the best WordPress calculator plugin in the market and makes it easy to build advanced online calculators without writing code.

Formidable Forms

It integrates with popular email marketing providers and small business CRMs, so you can send your new leads directly to your provider of choice. 

Plus, it comes with dozens of different templates like BMI calculators, paycheck calculators, mortgage calculators, and more you can use to create new calculators quickly. 

Calculator example in Formidable Forms

For more details, see our guide on how to generate more leads with free online calculators.

Lead Generation in WordPress Using Viral Giveaways 

Giveaways are a super powerful way to get more traffic, grow your email list, grow your brand recognition, and more. 

Running a giveaway on your WordPress website gives you control over the end result. You can choose whether you want to get more email subscribers, social media followers, and more. 

To enter the contest, your users will need to complete an action that you decide. 

The easiest way to do this is with RafflePress. It’s the best WordPress giveaway and contest plugin in the market that lets you easily run giveaways on your site. 

RafflePress

It has built-in 1-click fraud protection and verification so you can ensure that all of the leads you’re collecting are real.  

You can use the viral template library and drag and drop content builder to quickly create your giveaways and contests.

Example contest in RafflePress

For more details, see our guide on how to run a giveaway / contest in WordPress with RafflePress.

Lead Generation in WordPress by Improving Comments

Comments are a great to build user engagement. If you have users who are regularly commenting and interacting on your site, then there’s a good chance they’ll become a customer or join your email list.

However, the default WordPress comment system is not very efficient in bringing back the users who leave comments.

Here are a few different ways to capture leads from your comment forms and get people to come back to your website. 

Capture Leads by Adding a Comment Redirect

By default, when a user submits a comment on your website, they’ll see the same page again. There’s nothing new on that page except for the preview of their new comment.

You can convert these visitors into subscribers by redirecting them to a different page on your site after commenting. This could be a thank you page, a special offer page, and more. 

The easiest way to add a comment redirect feature is using the Yoast Comment Hacks plugin. 

First thing you need to do is install and activate the plugin. For more details, see our guide on how to install a WordPress plugin.

Upon activation, you need to visit Settings » Comment Hacks page and scroll down to the ‘Redirect first time commenters’ section.

Then, select the page to redirect new commentors from the ‘Redirect to’ drop down list. 

Redirect users after commenting

After that, click the ‘Save Changes’ button at the bottom of the screen.

Now, all first time commenters on your website will be redirected to your selected page. You can optimize this page by adding an email signup form, offering a special discount, or anything else you want.

Add Comment Subscription Option in WordPress

As we mentioned earlier, WordPress doesn’t send any notifications to users after they leave a comment. The user will have to come back to your site manually to see if someone replied to their comment.

Adding a comment subscription option will allow users to get notified about new comments. This will give you more opportunities to convert those visitors into subscribers.

To do this, we’ll be using the Subscribe to Comments Reloaded plugin. It lets you enable comment subscribers, manage comment subscribers, and more. 

You can add a simple checkbox to your comment forms that readers can check to subscribe to comments.

Let users subscribe to comments

For more details, see our guide on how to allow your users to subscribe to comments in WordPress.

Optimizing Your WordPress Lead Generation Campaigns 

Lead generation is an ongoing effort. You will need to monitor what is working well for your website and see how you can improve it.

Here are a few tips that will help you optimize your lead generation efforts over time:

  • Track your form conversions to reduce abandonment
  • Use an A/B testing tool like Google Optimize to improve opt ins
  • Use multiple opt in locations to maximize your efforts
  • Experiment with different colors, images, videos, and more
  • Create and use multiple lead magnets in different areas of your website
  • Think about the user experience and don’t annoy users with too many distractions

Beyond lead generation, you may also want to think about what happens after a visitor becomes a lead. 

You’ll need to have an effective follow up strategy and consider your long term sources of leads.

Here are a few ideas to get you started:

We hope this article helped you learn how to do lead generation in WordPress like a pro. You may also want to check out our free business name generator and our expert picks of the best HR payroll software for businesses.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Do Lead Generation in WordPress Like a Pro first appeared on WPBeginner.

How to Build an Email List in WordPress – Email Marketing 101

Do you want to create an email list in WordPress?

Email marketing is the best way to stay in touch with your readers. And it’s much more effective for reaching your audience than social media alone.

In this email marketing guide for beginners, we’ll show you how to easily build an email list in WordPress.

How to build an email list in WordPress

Because this is a longer article, we put together a table of contents below to navigate each section.

What is an Email List?

An email list is a group of people who’ve requested to get regular email updates from you. Typically, people get onto your email list by adding their information in an opt-in form on your site.

Building an email list allows you to stay in touch with your readers and customers by using an email marketing software.

And because email is a reliable form of communication, you can easily let your readers know about anything coming up, such as new products, sales, or special announcements.

Why Email Marketing is Important?

On our websites, email marketing outperforms social media marketing in the number of clicks.

We have tested this repeatedly and the result is always the same: Emails get us 10 times more clicks than all social media combined.

But why does email perform so well? The answer is simple: email is private and personal.

If this is not a good enough reason to start building your email list, here are some major benefits.

  • Guaranteed Reach – When you use Twitter, Facebook, or Instagram, your updates are bound to be missed due to the very nature of social media algorithms. However, people tend to check emails a lot more carefully than their social networks.
  • Access and Ownership – You don’t own the content you post on social media. At any time, your account can be suspended and you lose all your followers. Or what if your favorite social media platform goes out of business? We’re not saying they will, but your email list is something that you own. Second, you are not limited to the rules of the social platform, such as character length or hashtag rules. You set the limits yourself. You can integrate email newsletters within your WordPress blog with more effectiveness than embedding social platforms (we will show you how later in this guide).
  • Better Targeting – The best part about building your email list is that you can use it to target your audience locally (for folks in specific countries, cities, states). If you are launching a product in select locations, then email is the best way to reach your subscribers in that area.
  • Increase Revenue – The bottom line is when you have guaranteed reach, better targeting, and attention of your users, then you are definitely going to increase revenue.

But isn’t email dead? Haven’t you heard social media is where everyone’s at?

It’s a common statement but if email use was truly dead, then why does every social media platform require you to sign up with an email address?

Email has been the most reliable form of electronic communication for the past two decades, and it hasn’t slowed down. Plus, building an email list is a lot easier than building a following on social media platforms.

Facebook and Instagram both limit the reach of your pages to a small percentage of your followers unless you want to pay for ads. Similarly, your tweets only appear for a limited time on a user’s feed.

On the other hand, when you send an email, it reaches all your subscribers and stays in their inbox until they take action.

We are not saying you should abandon social media. These sites are great for building user engagement, but email will bring you more visitors, conversions, and sales.

Lastly, a social media site can disappear or become less popular (remember Myspace?). When they disappear, they will take your followers with them.

On the other hand, email has been around since the dawn of the internet. And it’s still the most popular way people communicate online.

How to Get Started Building Your Email List

The first thing you need is a reliable email service provider.

These companies specialize in email delivery, and you need them to ensure your email reaches the inbox of all your subscribers (instead of having your email marked as spam).

Even though you can use WordPress to send emails, we strongly recommend against that (see why you should never use WordPress to send email newsletters).

These professional email service providers spend a lot of money and resources on their email delivery infrastructure to make sure that your email does not end up in your subscriber’s junk folder.

All major companies like Facebook, Apple, eBay, and Amazon use a third-party email marketing service.

Apart from deliverability, these companies also provide you with email marketing tools that you’ll need to make your emails more effective.

Which Email Marketing Service Should You Use?

There are many great email marketing providers out there.

It’s a very competitive industry which means companies are always trying to keep their costs low while offering a lot of features.

Below are just some of the providers that we have worked with and highly recommend.

Build Your Email List with Email Marketing Software

Constant Contact is the best email marketing service provider for all sizes of businesses and websites.

It lets you send emails, manage subscribers, track emails, view analytics, set up autoresponders, create beautiful email templates, target subscribers, and split test your campaigns.

This software allows you to capture email addresses, works easily with WordPress, and has integrations for all the top WordPress plugins and tools.

Constant Contact homepage

The best part is that Constant Contact comes with a two-month free trial. This gives you enough time to set up your email list and start capturing email addresses.

By the end of the trial, your list will be paying for itself. Sign up for FREE!

Other alternatives are SendinBlue, Drip, and ConvertKit. They all work well with WordPress and are easy to use for beginners.

For the sake of this guide, we’ll show you how to set up an email list using Constant Contact. However, the process is quite similar regardless of which email service you choose.

Create Your Email List in Constant Contact

Let’s set up your email list. This is simply a list where you will store contact information of all users who sign up for your email newsletter.

Go to the Constant Contact website and click on ‘sign up for free’, and then fill out your information.

After the sign up, you need to click on the ‘Contacts’ button at the top of your Constant Contact dashboard.

Contacts button in Constant Contact

Now, you’ll see the contacts page. On this screen, click on the blue ‘Create List’ button.

Create your Constant Contact list

At this step, it’s time to name your email list. It can be whatever you want, but we’ll call it ‘My Email List’ for this example.

Name your Constant Contact email list

You’re done creating your list people can subscribe to. The next step is to add an email subscription form to your WordPress website where your readers can sign up.

For more details on setting up your email list, see our guide on how to add email subscriptions to your WordPress blog.

Add Subscribers To Your Email List with WPForms

While Constant Contact comes with an email signup form builder, the fastest way to get started is to use the WPForms. It integrates seamlessly with Constant Contact to set up an optin form easily.

First, you need to install and activate the WPForms plugin. If you need help, then follow our guide on how to install a plugin for detailed instructions.

Note: There is also a free version called WPForms Lite, which includes Constant Contact support but it has limited features.

Upon activation, head over to the WPForms » Add New page and then select the ‘Newsletter Signup Form’ template.

Add new WPForm

You’ll see a sample newsletter signup form inside the form builder interface.

On the next page, you’ll get a notice to connect your email marketing service in the marketing tab. More on that in a second.

Make sure to change the name of your form by clicking on the title. For this example, we called it ‘Subscribe For Regular Updates’ but you can name it whatever you want.

Click on the orange ‘SAVE’ button. Now, you’ll want to set up your confirmation message. Click on ‘Confirmations’ on the left under ‘General’ and we’ll update that.

You’ll see this:

WPForms confirmation message

The default confirmation message reads “Thanks for contacting us! We will be in touch with you shortly.” but you can put anything here you want. This is the message your readers will see after they subscribe to your newsletter.

Now, click the marketing tab on the left:

WPForms marketing tab

Now, you’ll see the ‘Constant Contact’ button. Click that to connect your new email list to the form we’ve created.

WPForm email list connection

For the next step, click on the ‘Add New Connection’ button and you’ll see a popup that asks you to name your connection. We’ve named it ‘My Newsletter Form’ but you can name it anything you wish.

After that, you’ll see this:

Register your form

Click on ‘Click here to register with Constant Contact’ link to enter your Constant Contact details. Now, you’ll see a message that asks you to let WPForms to access your account. Click on the ‘Allow’ button to continue.

You’ll be given a long authorization code to register your form.

WPForm authorization code

Enter your code, along with the account nickname (make sure it’s something that is familiar) into those fields. Click ‘Connect’ and you’re done.

On the next screen, you can select the fields you want to pass from your WPForm to your Constant Contact list. We chose ‘email’ and ‘full name’ but you can select as many as you want.

Just be sure those two fields are on your optin form.

Email fields

Click the big orange ‘Save’ button when you’re done.

Now your form is set up and it’s time to place it on our WordPress website. For this example, we’ll put it in the sidebar.

Go to Appearance » Widgets page to add the WPForms widget to your sidebar.

Add WPForm widget to sidebar

Give your widget a title and select your newsletter sign-up form. Click on the ‘Save’ button to store your widget settings.

When you visit your website, you’ll see your email subscription form in the sidebar.

Form in the sidebar

Now, any time someone inputs their name and email into your form, they’ll be added to your email list.

Grow Your Email List Faster with OptinMonster

Did you know that more than 70% of your website visitors will never visit it again? The Internet is just too big and there are tons of websites and competition is fierce in most industries.

You get just a few seconds to convince a website visitor to stay and look around.

This is where OptinMonster comes in. It is the best conversion optimization software in the world and allows you to easily convert website visitors into subscribers and customers.

OptinMonster homepage

With this optin software, you can set up welcome mats, exit-intent popups, slide-in forms, floating bars, and more optin styles to capture the most email subscribers possible.

From there, you can customize your form in style, and use smart targeting rules to display it at the precise time and location.

OptinMonster exit-intent popup

Here’s an example of a subtle and polite slide-in form used on the OptinMonster blog:

OptinMonster slide-in

One thing here is key: user experience. At WPBeginner, we have successfully used this lightbox popup and noticed a 600% increase in our subscribers without affecting the user experience or seeing any decrease in pageviews.

OptinMonster comes with a 14-day money back guarantee, so if you use it and don’t see an increase in your subscribers, then you can get a full refund.

Interacting with Your Subscribers

Once you’ve started building your email list, it’s crucial that you engage with your subscribers.

Ideally, you’ll make it a habit to send them regular emails, whether it’s weekly or monthly.

Not every email has to be promotional. You can send emails requesting feedback, giving helpful tips, or letting them know of new content you’ve created.

We hope this article helped you learn how to build an email list in WordPress. You may also like our list of tested and easy ways to grow your email list faster, and our proven tips on how to grow your website traffic.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Build an Email List in WordPress – Email Marketing 101 appeared first on WPBeginner.