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How to Build Your Email List and Collect Leads with the Optin Function in Universal App
How to Build Your Email List and Collect Leads with the Optin Function in Universal App

How to create Optins and capture leads

Okka avatar
Written by Okka
Updated over a week ago

Most of the time, publishers are only given the option to make their content available for free, or their readers will need to purchase them. But what if you don't want your readers to pay for the content, but you would still like to collect information on who's reading them?

This is where our Optin feature comes in ✨ By using Optin feature, readers will be asked to create an account and signed in to their account before they can access the content. Once they've created an account and signed in, the content will then be accessible freely for them without having to purchase or do any additional steps.

Now how do you set up your content to be Optin? Simply follow these steps:

First of all, log in to your Universal App account here.

On the left side of the page, click Offers, and then click Optins:

You should see this page if you haven't created any Optin offers before:

Click the Create Optin button to start creating one, this is what you need to set up:

The Optin Title is the title or text that your readers will see initially, and the Description is where you need to put further explanation on what the Optin button is.

You can choose to upload an Optin image or not, that's up to you. The next thing you need to set up will be the color of the Optin button, which is the color of the text, the button color, and the button label for when the readers will submit their Optin details.

You can also choose what icon you want to use as the Optin icon, these are what we have currently as preset icons:

Once you have filled out all of the necessary information, you can click the Create button:

Once you do, the page will refresh automatically and show you the list of articles and collections that are linked to this particular Optin setup (yes, you can create more than one!)

If you already have some articles and collections that you want to link to the Optin setup, you can do so by changing the view to Unlinked Articles first:

Once you've changed the view to Unlinked Articles, you should be able to see all of the articles not linked to this Optin. There are two ways you can link them to the Optin setup.

The first one would be for you to click the + button manually on each articles that you'd like to link:

Or if you want to add multiple articles at once, you can also tick the box on the left side of the article, and then click the Link button on the top right of the box:

That's all! All of the articles that you've selected will be linked and show the Optin button that you have set up.

Get stuck? Feel free to reach out to our live chat at the bottom right corner of your Universal App dashboard or simply send an email to

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