In this 5 Minute Fix, I’m going to show you how to use ConvertKit form settings. The form settings are the same whether you’re creating a form or landing page.
UNDERSTANDING CONVERTKIT FORM SETTINGS
You’re going to start at the top with main settings and type in the name of your form. You can choose at this point if you’d like to change it to a landing page if you selected a form or vice versa. You can create a custom success message that will let people know to expect an incentive email, or you can leave this blank and have them instead redirect to a page on your website. And you can also select a sequence to drop them into as soon as they subscribe.
One of the important aspects of this sequence setting is the check box that says “make sequence mandatory for all new subscribers”. If you uncheck that box, there will be a check box on the actual form giving new subscribers the option to drop into your sequence. I recommend that you leave that box checked, however, to make the sequence mandatory.
On the next tab is the incentive email. This is when you want to have double opt-in turned on. In some instances, you may not need double opt-in, but this definitely helps prevent spam subscribers from signing up for your email list. If you leave this box checked, you’ll see these options below. If you are delivering some sort of freebie in the form of a file or PDF, a great way to encourage people to confirm their subscription is to change the subject of this email to something like “Download” and let them know that this is how they’re going to get their freebie. You can even change the text of the “confirm your subscription” box to say, “Click here to download your file.”
If someone subscribes to your form and does not confirm their subscription, and you have the double opt-in turned on, they will be added to your list but they will be added as an unconfirmed subscriber. You are not charged for these people, but they aren’t going to be receiving any of the emails that you send going forward.
At this point, you can have this button either give them a file if you change this to incentive download, and you can upload your file directly to ConvertKit, or you can redirect to a URL. This could even be the URL of the PDF if you’ve uploaded it to your WordPress media library. You can choose to auto-confirm new members and you can send subscriber data to a thank you page if you have a third-party setup. If you uncheck this box you lose all of these and everyone is autoconfirmed.
In the Style settings, you can change the style of your subscriber form. Embed options give you the option to embed. So if you are creating a form and you are going to be guest posting on someone else’s website, you can come here to grab the HTML and put this in your guest post. If you’re using self-hosted WordPress, you’ll simply download the WordPress plugin and then you will choose this form from a drop-down menu in your post or page where you want this form to appear.
Form integrations – you can create a Twitter card or use Unbounce, and in your Other options, you can create a duplicate of this form, you can archive it so you can access it later if it’s currently inactive, or you can delete it completely.
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