Hi, Megan here from meganminns.com
and in today's video I'm going to be showing you
how to deliver a free download,
lead magnet,
or content upgrade to people who opt-in
to your email list using ConvertKit forms
or landing pages.
(gentle music)
Okay so I wanna keep this tutorial
really simple quick and easy for you
so I'm gonna jump right in.
I wanna go ahead and let you know really quick though
if you don't have a ConvertKit account yet
and you would like to sign up for a free trial,
make sure you go to meganminns.com/convertkit
and you will see this beautiful page
and you will be able to get your first month for free
by clicking this button,
entering in your information,
and setting up your account.
The normal free trial is only 14 days
so if you want an extra half of the month
then be sure to opt-in through this page,
and again that's meganminns.com/convertkit.
Okay now it's tech tutorial time
which mean these blue light blockers are going on,
I've got my red wine,
I'm ready to do some tech, so let's jump in.
Okay so I'm gonna show you how to do this
in two different ways and they are very similar,
which is beautiful.
So I am just in the backend of ConvertKit
and we are going to deliver this free download,
also known as a lead magnet,
or a content upgrade through forms,
so make sure you go into your ConvertKit account
and click forms,
then jet over here to the right corner
and click new form.
Now ConvertKit gives you two options,
both a opt-in form
which gets embedded onto a website that you host,
or a landing page which is actually hosted by ConvertKit.
I'm gonna focus on showing you the form
and then I'll quickly jump over to a landing page
and show you exactly how to do the same thing,
both are great options just depending on where you're at
and what options you have,
so let's dig into the form.
You can choose to do an inline form
where it just appears in the body of a website,
you can have it pop-up, which is a modal option,
or you can have it slide in.
All of these are great
and the actual delivery of the content upgrade
or lead magnet will be the same
regardless of what you choose,
so for this purpose I'm gonna pick inline,
and again the delivery of the free download
will actually not change based on what template we choose,
so pick whatever template serves you the best.
And now it's time,
now I'm not even gonna dig into the nitty gritty
of all of the features of the ConvertKit form,
they are powerful,
but I wanna keep this super short and sweet,
so let's jump over straight
to how you deliver a free download
through a ConvertKit form.
Over here on the right side,
we see this blue navigation
and the first thing I want you to jump over to
is this email icon.
This is called the incentive email,
so what ConvertKit does
is that when someone opts in to the opt-in form,
they, you could turn this off,
but for our purposes we need it turned on,
ConvertKit will send them an incentive email
after they've entered in their information.
Now this incentive email can serve
a few different purposes.
If you are doing double opt-in,
the incentive email is how you will get
the double opt-in from your new subscribers,
and that is where they will click the button
and they will be confirmed
when they click the button in the email.
If you're not familiar with the double opt-ins
and if you wanna do that,
there are plenty of resources about that
within ConvertKit's knowledge base
and on the internet,
but I just wanted to make sure you knew
that you do need to have the incentive email turned on
in order to deliver this free download.
So that button has gotta be checked
and the incentive email's how we're delivering this freebie
because in the incentive email
there's a beautiful button,
and I'll show you how to edit it in just a second,
but what's gonna happen is when they click that button,
it will either send them to a URL
or a download,
and actually depending on what your freebie is
you might wanna do either of those,
but most of you will probably be using the download feature.
So literally what you're gonna do is come down here
and either drop in the URL
of the place where they are accessing the file
or click download
and choose a file to upload,
and so this should be your free download,
your lead magnet, the pdf, the image,
whatever it is,
make sure you choose that file now.
So I'm uploading the pdf,
you can see how it's doing,
make sure it uploads all the way.
And there we go, it's uploaded,
so let's go ahead and press save,
always wanna get in the habit of pressing save.
And now we can go ahead and edit the email contents,
so when we click this button you'll see this pops up,
this is just the incentive email
that is sent to new subscribers to this form,
and we have a few options.
We could change what email address this comes from,
it will automatically select the default email address
you have chosen in your account settings.
You can change the subject line
and you can change the message,
so the subject line make sure it makes sense for you,
so if you are doing a free download, which you are,
sometimes I like to do,
you know,
open this to download your free daily planner,
you can do like, important,
you know, anything like that,
whatever subject line you think
will be the most impactful.
It is generally helpful
to make sure they know that they need to open it
in order to do something or get something.
Then we can change our message,
now I don't know why they make this so small,
I always love using these little,
I don't know what you call these,
these three little lines, these two lines
to just make this a little bigger,
make it easier to read.
Now there is basically three sections of the message,
there's the part before the button,
there's the button,
and then there's after the button.
So it's not a rich text editor,
it will take HTML if you do know HTML
and want to add that in, you can do that.
But it is very simple,
so if you wanna customize this message,
it would just say,
hi there, thanks so much,
you know of course make this your language,
but thanks for signing up,
click the link, I'll say click the button below
to confirm your subscription
and download your free daily planner.
So you can change the text of this button by clicking it
and saying, confirm and download now.
Now if you're not using this to get double opt-in
and you're just using it to send the freebie,
you could literally just say,
download the free daily planner,
whatever makes the most sense to you.
And then change your sign-off,
so it can be whatever you want,
and let's press the x
and then let's make sure we save.
Now I don't know if you saw in that email
but it was a blue button
and that button will basically
just match the subscribe button,
so if you want that button in your email to be orange,
then the subscribe button needs to be orange.
So just keep that in mind
and let's do that so we can test it,
let's go ahead and make this orange,
save, and let's double check,
it won't show the color in the preview,
but we've edited our email,
we've downloaded the pdf,
so we're good to go.
So let's go ahead
and preview what this will look like.
Now we can't exactly test this
until we embed it on our website,
so I'm gonna jump over to my Squarespace page
and show you how to embed this.
Okay so now I'm in the backend of my Squarespace site
and I'm gonna go ahead and add in a new content block,
or I'm sorry a code block,
now make sure you have access to the code block,
and this is what pops up,
we can add a lot of different stuff in here,
we are gonna jump over right now back to ConvertKit.
We need to click out of preview mode (laughs),
and we want to go ahead and save,
and let's go and click embed,
now we have a lot of different options here,
I think ConvertKit does a great job in their knowledge base
of explaining all of the different options,
you are gonna wanna use JavaScript,
and you're gonna place this
wherever you want this form to appear.
The beauty of using JavaScript is that it will update,
so you can embed this on your form
and then change the text, change the fields,
change the color,
and it will automatically reflect
wherever this code is embedded.
If you're doing something like HTML,
all of the design and data of this form
is built in to this code,
so if you change something in ConvertKit
it will not be reflected wherever you embedded this.
So I do recommend JavaScript.
We can just come over here and click copy,
jump back over to Squarespace and paste,
click apply, save,
and you can't view JavaScript on the backend
in preview mode,
so let's jump over to what this page actually looks like.
Okay so, this is what it looks like,
so I'm going to go ahead and have us demo
and like demonstrate what this looks like
and make sure the delivery was set up correctly.
So let's go ahead and type in our name,
and they're gonna click subscribe,
now we see their thank you message,
so let's jump over to Gmail
and see what this looks like.
Okay so, this is what it looks like on the backend,
so our subject line is here,
we can see the message we put in at the beginning,
the button to download,
and our sign-off message.
So let's go and click this button.
And we can see our free file
opens up in a new tab,
they have the opportunity to download it or print it,
and we can see exactly what we wanted.
So we have now delivered our free download
using a ConvertKit form
and we've tested it and now we know it works.
So that is how you deliver a free download,
a lead magnet, a content upgrade
using a ConvertKit opt-in form.
Now the process is very, very similar
where I just want to quickly show you
what it would look like if were doing a landing page,
so let's just jump over and do a landing page.
ConvertKit just released,
as of the time of this recording a few weeks ago,
a bunch of new templates which is great,
so feel free to look through their library of templates
and choose the landing page
that makes the most sense for you
and for delivering a freebie.
It might be something really simple
or maybe you want something that shows a little bit
of a mock up.
So just choose what works for you.
I'm actually going to just choose this one
because why not?
Okay so, even though we have a lot
of new design options
the actual delivery side is the exact same,
so I'm not gonna walk you through
the design side of the landing page right now,
but I do wanna walk you through the setup,
even though it's the exact same.
We're gonna come into the incentive email,
we're gonna say, you know,
download now,
make whatever changes we want,
I'm just doing this so that we can see it come through.
And let's go ahead and upload that download again.
Perfect
and for funsies let's go ahead
and just update this background color,
let's go blue, why not?
Okay, so instead of embedding this on our own website,
since it's a landing page
it has its own page,
it's hosted by ConvertKit,
so let's go ahead and open this in a new tab,
and we will test it out.
Okay so we can see here's our headline,
great, let's type in our email address,
we're getting the success message
and let's jump back over to Gmail
and make sure it worked.
Okay here we go, we've got the email,
we've got the blue button,
if I click this button,
the daily planner should open again in a new tab
and it did.
So there we go,
that is how you deliver a free download,
a free content upgrade,
or a freebie of any kind
through ConvertKit forms and ConvertKit landing pages.
I hope you found this tutorial really simple,
and easy, and helpful.
And again if you are looking
for a free trial of ConvertKit,
be sure to go to meganminns.com/convertkit
and be sure to check out
any of the links beneath this video
because that'll be sure to link to any other blog posts,
videos, a webinar, or webinar replays,
and anything and everything like that
that might help you around ConvertKit,
so be sure to check that out
and I'll see you in the next video.
(gentle music)
(upbeat music)
I just need to create a new content.