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- Drag any linkable widget to your page (such as a button, image, or text)—or, use an existing widget on your template. We’ll be using a button widget in this guide.
- Click the widget to access its settings, then click the chain link icon and select Leadbox®.
- Use the default placeholder Leadbox by clicking VIEW / EDIT, or click Create New Leadbox.
Your Leadbox will include few default widgets (such as a headline and form)—you can customize any of them just like widgets in our page builder. Similarly, you can edit your Leadbox’s layout, analytics settings, and style in the left-hand sidebar.
Customizing your Leadbox’s form
To edit your form, click on any part of the form widget and edit its options in the left-hand sidebar, as shown below.
You can learn more about editing your forms here: The Form Widget. Forms are one-step opt-ins, the form appears embedded on the page. Leadboxes are considered two-step opt-ins; the form only appears after a visitor clicks a linked object like a button, text, or image.
Naming your Leadbox
We recommend naming your Leadbox to make sure it’s easy to keep track of (especially if you set up multiple Leadboxes on the same page).
Testing your Leadbox
When you’re all set, you can test your Leadbox by previewing your page—it will pop up when you click its trigger.