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All Tutorials /Keap

How to Create a Keap Opt-in Form

Updated on:
May 13, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to build and configure an opt-in form in Keap.

Quick summary

A Keap opt-in form lets you capture leads directly from your marketing pages by collecting contact details like name, email, and phone number with a built-in opt-in toggle. This walkthrough covers every step to create and configure a public form inside Keap's Marketing section from start to finish.


Steps

  1. Navigate to Marketing and select Forms.
  2. Click Public forms to view your existing forms.
  3. Click Create form to start a new form.
  4. Select your preferred form template.
  5. Click Start building your form to open the form builder.
  6. Click Add fields at the bottom of the list of fields.
  7. Select the Phone field to add it to your form.
  8. Toggle the Show opt-in switch to the on position to enable contact consent.

📌 Why this matters

Keap opt-in forms are a critical tool for small businesses that need to capture leads and obtain explicit marketing consent in a single step. By combining customizable fields — such as name, email, and phone — with a built-in opt-in toggle, Keap ensures that every new contact is collected in a compliant and actionable way. This reduces manual data entry, accelerates list growth, and feeds contacts directly into Keap's CRM and automation workflows. For teams focused on email and SMS marketing, configuring a Keap opt-in form correctly from the start means higher deliverability and fewer compliance risks.
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