Our email marketing feature now has its own opt-in form! This will allow you to build your email marketing list, right within your Iris account. The opt-in form can easily be embedded into any existing web page, to work seamlessly with your website.

Below we will walk you through the setup process.

Set up your opt-in form: Navigate to your Email Marketing page and click on the opt-in form tab.

Here you can add a custom Introduction/Welcome Message, customize the button color, and preview your form. Once you've customized your form, click the 'Copy' button to copy the snippet of code needed to embed the form.

Embed your opt-in page: To embed your opt-in form onto your website, you will want to copy and paste the custom HTML into an existing page of your website. If you need help - you can message us with questions using the chat icon in the bottom left of Iris or email support@iris-works.com. You may also want to check with your website host for assistance since each platform can be different.

Where will the clients that opt-in go in my Iris account? The new 'Marketing Contacts' tab within the Clients page will contain all emails submitted through your form - unless the person already exists in your account as a client or lead.

Will there still be an opt-in box on the leads page? Yes, leads will still have the option to opt-in to email marketing when they fill out the leads page.

If someone fills our my inquiry/lead page, and opts into receive marketing emails, where can I find that contact? Any information submitted through your Iris Lead Page will continue to be categorized as a 'Lead' in your account.

What if I already have my email marketing contacts in Iris? Can I move them from my 'Clients' tab to the 'Marketing Contacts' tab? Yes! In order to do this, you will need to re-import the clients as Marketing Contacts. Please contact support to get started!

Watch this short clip to see how it all works together!