Are you a blogger interested in growing your email list? This post is for you! Today we’ll be going over how you can get started with ConvertKit – more specifically, how you can create opt-in forms for your readers.
It’s a super simple process and we’re going to cover it step by step. From creating your form to configuring its settings and embedding it into your blog post.
This post may contain affiliate links.
Don’t have a ConvertKit account yet?
Click here to sign up! Plans start at $29 per month for 1K subscribers or less and all plans come with unlimited emails. So you can send out as many messages to your readers as you’d like (just remember not to spam them, they’re people too!).
ConvertKit is also pretty awesome because you can create and promote:
- Email courses
- Your blog’s email newsletters
- Product landing pages
- Segmented emails to send specific messages to certain people on your list
- Automated emails for courses or new subscribers
I’ve been cruising around ConvertKit‘s dashboard recently and each time I do, I find more awesome features! They also provide short, simple videos to help you get better acquainted with the software – highly recommended!
Okay, ready to get started? Let’s make your first ConvertKit opt-in form!
1. Create Your Form
To get started, log onto your ConvertKit account and under the forms tab, click Create Form.
You’ll be redirected to this page asking if you want to create landing page or form, and for the purposes of this tutorial, we’re just going to click the A form option.
Now, you’ll want to choose one of the three form options you’d like for your opt-in. My personal favorite is option #2 so I’m going to go with that one in this tutorial.
Time to add your text and images!
You can change the text anywhere on the form, just click on the specific area and start typing!
To change the colors of the buttons and branding, click on the wand to the left of the Subscribers tab and insert your brand’s HEX color code(s).
When it comes to adding images, I personally don’t like using the main image function on the form. It typically tends to makes the images I upload look much smaller than I’d like and to my knowledge, you can’t adjust the sizing of the image using that feature.
So for images, I upload it in the description area of the form. Just click the Insert Image button and then upload your image. Once your image is loaded and in the description area, you can click directly on the image once to select it. From here you can click the black box at the bottom right of the image to adjust the sizing to however big or small you’d like. And once you’ve selected the box, you can also click Edit and link the image to a specific URL or adjust the positioning (left, center, right).
Now that you have everything where you want it, be sure to save it so your work doesn’t get deleted! You can also click view if you’d like a sneak-peek of what your form will look on a browser.
2. Update Your Form’s Settings
When everything looks good, hit the Settings tab to move onto the next step.
On this page, you’ll name your form, choose if your form will be embedded in your blog post or have its own landing page, and you’ll be able to choose whether or not you want to send your new subscriber a success message or redirect them to a URL after they enter their details.
For this tutorial, I chose Just a form to embed on my site and Show the success message.
Next, we’ll be moving onto the Incentive Email tab.
From here, you’ll be asked if you want your new subscriber to double opt-in to confirm their subscription.
This is also the part where you can upload your incentive or freebie. Below the Thank You Page section, select Incentive Download and upload your freebie there. Then you’ll want to adjust the text in the message to match up with what the freebie pertains to.
Side note: If you want to send a double opt-in message to deliver the freebie to your new audience, but want to confirm them right after they’ve subscribed, click on Auto-confirm new members under the Special Options section.
Moving on to the Style tab, you’ll confirm the form style and how you want the form to appear.
You’ll also have the option of adding CSS which is awesome if you have some background in coding.
At the bottom of the page, you’ll also get to choose if you want to continue showing the form to subscribers who’ve already opted-in, or if you’d prefer to hide it.
Side note: Don’t forget to save your form after each section so not to lose any of the changes you’ve made.
3. Embed Your Form
Now for the final step, embedding your form onto your blog post!
Now just hit publish or update your post and voila! You’re now able to build your email list and share freebies with your readers at the same time.
Now that your opt-in form is up and ready to go, give yourself a pat on the back! You can also go ahead and update your promotional images for your post by adding in something like, “+ Free Checklist” or “Get Your Free Workbook Now!”.
This will give your readers more of an incentive to sign up for your email list and give them a preview of the kind of value they can receive when they’ve signed up for updates.
Now that you can create forms in ConvertKit within minutes, you can also go through and find your most popular posts and start adding in opt-in forms.
Want to learn how to make checklists and other freebies for your audience? Let me know what you’d like to learn about next! 🙂