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/ Documentation /CartFlows/Features/ Introducing CartFlows Optin Feature

Introducing CartFlows Optin Feature

Creating lead generation forms can sometimes be challenging, unexpected errors, too many fields, or difficulty connecting with tools like Mailchimp. To solve this, CartFlows now includes an Optin Step, making it easy to create streamlined, high-converting opt-in funnels.

What Is the CartFlows Optin Step?

The Optin Step is a dedicated step type in CartFlows, designed specifically for lead generation funnels. It allows you to collect user information and connect seamlessly with your email marketing tools.

How to Import and Set Up the Optin Step

Step 1: Import the Optin Step

Navigate to your WordPress Dashboard > CartFlows > Edit your flow and add a new step.
From the available step templates, choose either:

  • Ready Templates that include the Optin step
  • Or select Create Your Own > Optin Woo

Step 2: Edit the Optin Step

Open the step settings to begin configuring your form and product.

Step 3: Assign a Free Virtual Product

Select a product that is:

  • Simple
  • Virtual / Downloadable
  • Priced at 0

This ensures users can complete the step without making a payment.

Step 4: Form Submission and Lead Capture

Once the user fills out the form, their details will be captured and passed to your configured email marketing tool through WooCommerce (e.g., Mailchimp, ConvertKit, etc.).

Note: Adding custom form fields is available in the CartFlows Pro version.

When Should You Use the Optin Step?

The Optin Step is perfect for creating lead generation funnels. It’s commonly used to offer free digital products (e.g., ebooks, PDFs, downloads) in exchange for user contact information.

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