Embedded Forms are an inline opt-in surface you can place anywhere on the web — your Shopify store, a headless storefront, a blog, or an off-platform site. Use them anywhere you want a native opt-in experience, like a footer or a product page.
This guide walks you through building, customizing, and embedding a form using Postscript's embedded form builder.
Turning an Existing Popup or Landing Page into a Form
If you already have a popup or landing page you'd like to repurpose, you can clone it into an embedded form:
From your Postscript dashboard, select Acquisition. Then, select Popups or Landing Page.
Choose the popup or landing page that you'd like to copy into a form.
Select the ... under Action, next to your chosen popup or landing page.
Select Clone to..., then Embedded form.
Note: Cloning preserves most of the design but elements that don't apply to embedded forms (such as close buttons) will be removed automatically. Review the cloned form before activating to make sure everything looks right.
Create an Embedded Form
From your Postscript Dashboard, select Acquisition. Then, select Embedded Forms.
In the upper-right corner of the page, select Create. Then, select a template for an embedded or footer form.
Name your form, then use the editor to add blocks, customize styling, set up multi-step flows, and configure custom properties — just as you would for a popup or landing page.
At the top of the editor, you will see the landing page steps. Each step can be dragged into a new order to match the flow you’d like to use.
By default, each template automatically includes:The Onsite Opt-in phone collection and one-time password step. Onsite Opt-In is enabled on both by default.
An email collection step
A success step
At the top right of the editor, use the Mobile and Desktop toggle to preview how your page looks on both screen sizes.
In the next section, we'll guide you through how to customize your form.
Customize Your Embedded Form
At the bottom left of the editor, you will find button icons for Settings, Theme Styles, Layers, and Add Block. Let's walk through each.
Settings
Access Settings by selecting the gear icon on the bottom left.
Under Form, you can update your form name and copy the embed code.
Select the Message tab to customize the text message that will be sent to a subscriber after opting in.
You'll have the option to automatically apply offers.
Theme Styles
Access Theme Styles by selecting the paint icon on the bottom left.
You can make global changes here that will be reflected throughout each step of the form, so you only have to make these changes once.
Under Main Form Container, choose a Size for the form:
Custom: Set a specific width and height.
100% Width: The form stretches to fill its parent container.
Fullscreen: The form takes over the full viewport.
Layers
Within Layers, easily navigate through each element of your popup and utilize the drag-and-drop functionality to move elements around.
If you are collecting emails, you will want to set up Email Forwarding.
Navigate to your email collection step.
Select Layers at the bottom left of your screen.
Select Email input.
At the top of the Navigation pane, you will see Settings.
Ensure Forward to email app box is checked.
Select your connected ESP in the Email app field.
Select the email list from your selected email service provider you’d like the emails collected from this popup to be forwarded to.
Add Blocks
Add Blocks allows you to include additional elements, such as a text box, heading, image, button, email input, or container, to your design by dragging and dropping the desired element into your popup.
Once satisfied with the landing page design and functionality, navigate to the activation toggle at the top right of your screen. Select the toggle to move it to the Active position. And you're all set to begin collecting subscribers with your Postscript form!
Share Your Form on Shopify
To add the embedded form to your Shopify store, use a Custom Liquid block in your Shopify theme editor:
In your Shopify admin, go to Online Store > Themes > Customize.
Navigate to the page or section where you want the form.
Add a Custom Liquid block.
Paste the Postscript embed snippet into the block.
Save your theme.
Opt-Ins
Source and Attribution
Embedded form opt-ins are tagged with a distinct opt-in source in subscriber records. This means you can easily see which subscribers joined through an embedded form versus a popup or landing page, keeping your attribution clean.
Existing Subscriber Handling
If a visitor is already subscribed, the embedded form automatically skips the opt-in steps and displays an "already subscribed" state. This prevents duplicate opt-in requests and keeps the experience clean for returning visitors.
FAQ
How do embedded forms compare to popups and landing pages?
Postscript offers three acquisition surfaces, each designed for different use cases:
Popups appear as an overlay on top of your site content. They're best for capturing attention at key moments (page load, exit intent, etc.).
Landing pages live at a dedicated URL. They're ideal for driving traffic from ads, social posts, or email campaigns.
Embedded forms render inline on a page wherever you paste the snippet. They're perfect for adding a persistent opt-in opportunity to content-heavy pages like blog posts, product pages, or your homepage — without interrupting the browsing experience.
All three surfaces use the same Acquisitions editor, the same building blocks, and the same OOI (Onsite Opt-In) compliance flow. The only difference is how and where the form is displayed.
Can I use the same embed snippet on multiple pages?
Yes. The snippet works anywhere you paste it, on as many pages as you like.
Do embedded forms support OOI (Onsite Opt-In)?
Yes. SMS opt-in runs through OOI end-to-end, identical to popups and landing pages.
Can I A/B test embedded forms?
Embedded forms are eligible for A/B testing through the same testing workflow available for popups.
What happens if I clone a popup that has a close button?
Cloning strips elements that don't apply to embedded forms (like close buttons). Always review the cloned form before activating.
Get Support
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