ℹ️ Who this tutorial is for
You can add a pop-up form to your website to encourage visitors to join your mailing list. This is a great way to capture attention the moment someone lands on your site.
If you haven't read about signup forms yet, please read that first.
If you're already familiar, and want some guidance on creating, styling and publishing a popup signup form on your website - keep reading.
Please note: Signup pages are not to be used with your automatic Patients list for Cliniko. They are only for Custom lists.
Creating a popup signup form
In the email manager go to Lists & Subscribers, then click the name of the custom list you want to connect your signup form to.
In the left-hand menu, click Signup form builder.
Choose Create pop-up for your site
Use the available tools to customise your form.
Click Save when you're done.
Customising the popup's design
Peptalkr’s popup builder lets you tailor the look and feel of your popup to suit your brand.
There are plenty of options to customise the colours, logo, text and more! You can preview changes as you go (note: preview data won’t be saved or added to your list).
Adding custom fields
To access the Fields section, click the Form tab.
You’ll see default fields like Name and Email, as well as any existing custom fields on your list.
Check the blue box to include this field in your popup.
Add new fields by clicking Add new field.
Mark fields as required if needed.
Use drag-and-drop to rearrange the field order.
Adding the popup to your website
Once your form is ready:
Click View code.
Copy the generated
<script>tag.Paste it into your website’s HTML just before the closing
</head>tag.
If you're using a CMS like WordPress, you may need to install a plugin that lets you insert code into the <head> section.
Once added, save and publish your site to make the form live!
Pro tip: Include the following under the </head> tag of your site’s HTML to ensure optimal mobile rendering:
<meta name="viewport" content="width=device-width, initial-scale=1.0">
Note: Returning visitors who’ve already seen or submitted the pop-up form won’t see it again for 12 months—unless they clear their browser cache or view your site in private/incognito mode. To change this, use the 'Show again after' dropdown in the popup settings.
Updating the popup
If you're just updating an existing form (not creating a new one), you don’t need to re-add the embed code—simply Save and publish your changes 😊