Hey guys.
Marina here from Yes To Tech.
Welcome to Tech Tuesday where I remove the tech stress that comes along with running
a successful online business.
Today we’re going to talk about how to customize a ConvertKit optin form so you can learn how
to customize ConvertKit forms to match your branding.
I use ConvertKit every single day without fail in my online business, and it’s the
most robust email marketing platform out there at a reasonable price.
It’s what I use and recommend to all of my students, and now’s your turn to rock
at email marketing with ConvertKit as well.
Stay tuned until the end of this video to discover how to customize ConvertKit forms
to match your branding, and to get a free 30-day trial of ConvertKit so that you can
try the platform out stress-free.
Also, make sure to subscribe and hit the bell to be notified every Tuesday when I post a
new video.
Alright, so let’s get right into how to customize a ConvertKit optin form.
After you login to you ConvertKit account, click on ‘forms & landing pages’ from
the menu up top, and then on the red ‘new form’ button.
You’ll be prompted with whether you want to create a form or a landing page to gather
new subscribers.
Go ahead and click on ‘form’.
We already have a video on how to use convertkit to create a landing page, so make sure to
click the link in the description box below or in the cards above to watch that video.
Now choose the display format of this form: inline so that it is within the body of your
text, modal so that it pops up on your screen, or slide in so that it sneaks in from the
side.
I’ll go ahead and choose inline.
Choose a template to customize from the available options.
I’ll go ahead and choose this one on the top, right-hand side.
You can click on any of the elements within the optin form to edit them.
For instance, we can change this header text so that it says ‘Want a FREE spreadsheet
with the 100+ best Facebook groups for bloggers?’, and the subheader text so that it says ‘Fill
out the form below now to get the free spreadsheet in your inbox instantly’.
You can also change the form placeholder text, the button text, and what appears below the
opt-in form.
You may have noticed that each time I clicked on a different element, this styles customizer
appeared on the right.
From there you can edit the header font color, font size and font weight, the subheader font
color and font size, the field label, toggle whether it’s a required field or not (just
not that email addresses are always required) font color, border color, border radius, and
font weight, the button font color, background color, border radius and font weight, the
guarantee font color, font size, and font weight, and toggle whether you want to show
or hide the powered by ConvertKit link.
To add a new field, such as a name field, click on the plus sign below the already existing
email address field.
You can save this new field as a custom field, such as first name, or have your new subscriber
add a tag to themselves either from checkboxes or a dropdown menu, you can change the new
field label, toggle whether it’s required or not, delete this field if you don’t want
it anymore, and edit the field’s font color, border color, border radius and font weight.
To reorder existing fields, such as to place first name above email address, just place
your cursor above the three lines on the left-hand side of the field, and drag and drop it in
its new location.
From the panel on the right, under settings, you can change the form settings to determine
what happens after a visitor subscribes to this form, so either show a success message
or redirect to another page.
Under incentive email, you can select whether you wish to send an incentive email to new
subscribers to this form (to edit this incentive email click on ‘edit email contents’ and
change the from email address, subject, and message, choose whether you wish to auto-confirm
new subscribers, and decide what happens after confirming redirect, in other words, what
happens after someone clicks on this button within the incentive email.
You can either redirect them to a URL, such as a thank you page, or redirect them to a
download, such as a lead magnet they just signed up for.
Under styles, you can view which optin form template you’re currently using, change
the template to another one, and customize the overall optin form’s background color,
border radius, background image, background opacity and custom CSS.
Under advanced settings you can change what's shown to return visitors who have already
subscribed to this form, so you can continue to show the form, hide the form, or show custom
content.
You can also decide whether to send subscribers to thank you page and to enable reCAPTCHA
on your form.
Once you’re done customizing your optin form in ConvertKit, click on save up top to
make your changes active, and then on embed to embed your form wherever you wish using
Javascript, HTML, a share link, WordPress or unbounce.
Now you know how to customize a ConvertKit optin form to match your branding.
To help you get started with ConvertKit, when you click on the link in the description box
below, you’ll get a free 30-day trial of ConvertKit, so you can test the software out
for yourself before investing a dime.
So what are you using ConvertKit forms for?
Leave your answer in the comment section below, and make sure to click on the link in the
description box to get a free 30-day trial of ConvertKit.
If you liked this video, give me a like below, share it with your friends, and make sure
to subscribe and hit the bell to be notified every time we post a new video.
Thank you so much for watching, and I’ll see you in the next video!