Marketing Your Opt-In Forms

The hardest part about using opt-in forms is getting them out to the right audiences. 

In this lesson of Building a Participant Panel, we’ll discuss some tips for marketing and sharing your opt-in forms to make sure they’re reaching the right users. 

📹 Prefer watching to reading? This content is available as both an article and a video. Watch our Customer Success Specialist, Kaylynn, take you through the content in the video below or keep reading to dive in!

Tips for marketing your opt-in forms

Submitting your opt-in form is a way for customers to signal to you that they’re happy to participate in future research studies, so it’s important to make sure they know about it. To distribute your opt-in form to the right audience, consider sharing links to it through:

• Email lists: Send the opt-in form to existing marketing or customer lists and include it in nurture series emails, highlighting benefits and any incentives you might offer for signing up.
• Social media channels: Periodically share and pin posts on Linkedin, X, Instagram, and other social media channels to highlight the value of joining your research program and share a link to the signup form.
• In-app or website pop-ups: Use tools like HubSpot or Appcues to create pop-ups and in-app banners that direct engaged users to your opt-in form. 
• User onboarding materials: Include the opt-in form in onboarding emails, in-app tutorials, and other onboarding content to encourage new users to sign up. 
• Customer success teams: Have customer success reps promote the opt-in form during check-ins and to users who frequently give feedback.
• Website footers: Place a link in the footer with a compelling CTA, making it easy to access on high-traffic pages.

These strategies keep your opt-in form visible across multiple customer touch points, allowing you to build and maintain a panel of highly engaged users. You know your customers best, so share your opt-in forms wherever they’re most likely to see it and fill it out.