ConvertKit Forms: How To Setup ConvertKit Opt In Forms + How To Customize ConvertKit Opt In Forms

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!

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HOW TO CUSTOMIZE A CONVERTKIT OPTIN FORM: How To Customize ConvertKit Forms To Match Your Branding. If you’ve been having a hard time wondering how to set up ConvertKit and how to use ConvertKit, namely in how to customize ConvertKit opt in forms, make sure to watch this ConvertKit tutorial on how to customize ConvertKit form and how to customize ConvertKit opt in forms so that you can setup ConvertKit opt in form to customize ConvertKit.

GET A 30 DAY FREE TRIAL OF CONVERTKIT: https://partners.convertkit.com/zfjki4dq0keh

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WHAT YOU’LL LEARN IN THIS VIDEO:

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RESOURCES MENTIONED:

GET A 30 DAY FREE TRIAL OF CONVERTKIT: https://partners.convertkit.com/zfjki4dq0keh

CONVERTKIT LANDING PAGE TUTORIAL: How To Use ConvertKit To Create A Landing Page - ConvertKit Demo: https://youtu.be/XTfJo-E8L8s

RELATED VIDEOS:

CONVERTKIT PRICE REVIEW: What Will ConvertKit Pricing Get You? How Much Does Convertkit Cost? https://youtu.be/obiHLj7f9ro

CONVERTKIT TUTORIAL + CONVERTKIT DEMO: How To Do Email Marketing For Beginners: https://youtu.be/fIjqEA0_IS4

MAILCHIMP VS CONVERTKIT 2019: Which Is The Best Email Marketing Software? https://youtu.be/pNojsO1_eZI

CONVERTKIT SEGMENTS VS TAGS: How To Set Up Tags + Segments in ConvertKit: https://youtu.be/G7KI28h2GM4

CONVERTKIT AUTOMATION RULES - ConvertKit Automation Examples - Link Trigger ConvertKit: https://youtu.be/v9chPk8fDYg

ADDING A CUSTOM HEADER TO AN EMAIL IN CONVERTKIT - How To Customize ConvertKit Template: https://youtu.be/XvRhftvnRDU

HOW TO CUSTOMIZE CONVERTKIT TEMPLATE EMAIL FOOTER - Custom ConvertKit Email Template Tutorial: https://youtu.be/dMeiUniVBDY

SETTING UP A LINK TRIGGER: Link Triggers ConvertKit Automation: https://youtu.be/CmM2qWmLNqg

HOW TO ADD A COUNTDOWN TIMER TO YOUR EMAIL IN CONVERTKIT - Best Email Countdown Timer: https://youtu.be/_NqcNKBnouM

HOW TO RUN SPLIT TEST EMAIL CAMPAIGN IN CONVERTKIT - A/B Test Email Subject Lines: https://youtu.be/4unE506RIH8

HOW TO SCHEDULE EMAILS IN CONVERTKIT - Schedule Email Broadcast ConvertKit Tutorial: https://youtu.be/qbCFWbFsGVU

HOW TO DELIVER A FREE DOWNLOAD WITH CONVERTKIT - Customize Optins ConvertKit: https://youtu.be/iA3c7YrYH2U

SHOP THE STORE:

- Brilliant Branding: https://mlotaif.lpages.co/brilliant-branding-evergreen/

- Wonder Website: https://mlotaif.lpages.co/wonder-website-evergreen

- Traffic Takeoff: https://mlotaif.lpages.co/traffic-takeoff-evergreen

- Webinar Sales Funnel Template: https://yestotech.teachable.com/p/webinar-sales-funnel-template

- ConvertKit Tech Training Tutorials: https://yestotech.teachable.com/p/convertkit-tech-training-tutorials

- Power Productivity: https://yestotech.teachable.com/p/power-productivity-premium

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