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How To Set Up an Opt-In With ConvertKit

ConvertKit is by far one of the most popular and favourite email service providers around. With a ton of features to make you swoon it's easy to see why it's so loved. Here's how you can set up an opt-in with ConvertKit and start supercharging your email list growth.

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It’s no secret I’m a massive fan of ConvertKit. Since I switched to ConvertKit from MailChimp my list has increased not only in size but in quality too. ConvertKit is the new kid on the block that packs a hell of a punch when it comes to usability and features and continues to develop and grow all the time.

One of my absolute most favourite features is the ability to set up multiple opt-ins on your site. You can have an opt-in for your regular mailing list, one for your free content upgrade, one for a free ebook download and one for a waiting list for a new product… all running at the same time. This feature alone has massively contributed to the increase in my mailing list.

So here’s a simple step by step of setting up an opt-in with ConvertKit.

1 – Log into your ConvertKit account and locate the + Create Form Button.

ConvertKit is the new kid on the block. With a ton of features to make you swoon I thought I'd share the basics of setting up an opt-in with ConvertKit

2 – Decide if you want to create a Landing Page or a Form. For the purpose of this ‘How To’ we will be selecting a ‘Form’. These are particularly useful for the end of your blog posts or to be used in your sidebar.

ConvertKit is the new kid on the block. With a ton of features to make you swoon I thought I'd share the basics of setting up an opt-in with ConvertKit

3 – You have 3 options for your form design. I prefer to use the middle option for the end of my blog posts as I am able to display a picture of the content upgrade and can say a little more about what it’s for. The slim version (left) I use for a general opt-in to my mailing list (The Femme Report). I haven’t used the super slim version yet (right).

ConvertKit is the new kid on the block. With a ton of features to make you swoon I thought I'd share the basics of setting up an opt-in with ConvertKit

4 – Once you’ve selected your form design style you can start customising it. I love adding a picture to my forms to make them more eye catching. You can also change the word ‘subscribe’ to whatever you’d like by simply clicking on it.

ConvertKit is the new kid on the block. With a ton of features to make you swoon I thought I'd share the basics of setting up an opt-in with ConvertKit

5 – Be sure to click ‘Save’ before you switch between the tabs.

6 – To change the basic colours of your form you can use this option:

ConvertKit is the new kid on the block. With a ton of features to make you swoon I thought I'd share the basics of setting up an opt-in with ConvertKit

7 – Now it’s time to add in your opt-in. Click on the ‘Settings’ tab at the top and go to the ‘Incentive Email’ option on the left hand side.

ConvertKit is the new kid on the block. With a ton of features to make you swoon I thought I'd share the basics of setting up an opt-in with ConvertKit

– Ensure the ‘Send Incentive’ option is ticked.

– You can edit how your name reads in the ‘From’ field by clicking Edit to the right. I like having my name in this field as I want my readers to know this coming from me.

– Enter your email subject – this can be along the lines of ‘Here’s your free ebook’ or anything to do with your free opt-in to remind your new subscriber why they gave you their email.

– In your email message be sure to add something a little more personal than the standard text that shows – thank your reader genuinely and maybe add a little insight into what’s in the free opt-in you’ve just sent them. Keep this short though – you don’t want to send them an essay here.

– The default button says ‘Confirm Your Subscription’ you can change this by clicking on it and editing it to whatever is appropriate. I often use ‘Download Now’.

– And now you get to add your super awesome opt-in!! Click on the ‘Upload a File’ button and upload your file.

– You can then add a message in the box below to show up once the subscriber clicks the download.

8 – You have two options when it comes to your downloads and your opt-ins for your email list. You can choose to have it so that when your subscriber downloads their opt-in that counts as their ‘double opt-in’ rather than having to confirm their subscription or you can check the ‘Special Options’ box which means that all subscribers will be automatically confirmed regardless of whether or not they download the opt-in.

ConvertKit is the new kid on the block. With a ton of features to make you swoon I thought I'd share the basics of setting up an opt-in with ConvertKit

There is a lot of debate over which is best, single or double opt-in. Personally I use single opt-in but have been keeping a close eye on my list and who subscribes. I haven’t had any negative experience and have had no issues with mass opt-ins from fake accounts.

9 – Again make sure you save everything you do as you go.

10 – Now to add it to your site. Ensure you have the plug in ‘WHATEVER THE PLUG IN IS CALLED’ installed on your site.

11 – At the bottom of your posts you should see the following box – select from the drop down menu which form you’d like to add to the bottom of your site and it’s as simple as that.

12 – If you’re wanting to add the form to your sidebar, on the ‘Settings’ option of your form in ConvertKit, click on the ‘Embed’ tab on the left hand side and copy the code shown. You can then add it to a text widget to place anywhere on your sidebar.

ConvertKit is the new kid on the block. With a ton of features to make you swoon I thought I'd share the basics of setting up an opt-in with ConvertKit

This is by far the easiest way to add forms to your site and remember, once you have your forms set up, you can simply add whatever applicable form to the bottom of your posts as you go. For example, I have my opt-in form for my 11 Habits of Successful Women 11 Day Challenge on multiple posts and all I had to do was select the form at the bottom of my post and it was done.

As I learn more about the features of ConvertKit I’ll be sure to share them with you in upcoming posts. You can also read more about why I switched to ConvertKit from MailChimp here.

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