Add an email opt-in form to your site

Drop an 'Email opt-in' section onto any portal page from the builder. Every sign-up becomes a CRM contact tagged 'lead' and fires your 'when tagged lead → …' automations — so a visitor's email turns into a welcome sequence with no manual step.

Last updated Jun 4, 2026

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Open the portal builder (Dashboard → Portal), pick a page, and add a section. Choose Email opt-in (📧) from the section list. It's opt-in — no page has it until you add it.

What it does

Shows a clean heading + blurb + email field (and an optional name) on your public site.
On submit, the email is sent straight to your CRM as a contact tagged lead — saved server-side, not in the browser.
It immediately fires any automation you've set for the lead tag (e.g. a welcome email).

This is different from the Contact form section. Contact form is a 'send a message' enquiry that lands in your lead inbox; Email opt-in is a newsletter-style sign-up that feeds the CRM + automations directly.

Settings

Heading + Blurb — the pitch (e.g. 'Get free JEE practice papers every week').
Button label — defaults to Subscribe.
Extra tags — comma-separated. Everyone is tagged lead; add tags like newsletter or waitlist to trigger a specific automation for this form.

The submission is rate-limited per visitor to prevent spam. To actually send a welcome message, create the matching automation first (Marketing → trigger 'When a contact gets a tag', tag = lead).