• Skip to main content
  • Skip to footer

Cori Ramos

Author's Assistant

  • Home
  • Work With Me
    • Author Platform Set Up
    • Social Media Management
    • Pinterest Graphics Design Services
    • Pinterest Support Services
  • Client Testimonials
  • Tools and Resources
    • Styled Stock Images
    • Author Facebook Group
    • Digital Library – Members Only
  • From The Blog
    • Blogging Tips
    • Business Tips
    • Social Media
    • Marketing Tips
    • SEO Tips

on August 7, 2018 · 7 Comments

How To Create A Form In ConvertKit – A Complete Tutorial

A ConvertKit tutorial

Disclosure: This post contains an affiliate link. If you choose to sign up for this service, I’ll receive a small commish at no cost to you.

Every blogger has an arsenal of tools to manage, grow and analyze their blog.

And in my arsenal of tools, ConvertKit* is the tool I use to send emails to my subscribers.

What I like about ConverKit is that it gives a blogger all the bells and whistles we need to grow our mailing list and increase sales and it leaves out the things we don’t. Which only make sense since the app was created by bloggers so they know exactly what we need.

The builders are really easy to use and you get detailed subscriber growth analytics reports.

And it’s got e-commerce integrations, lead capture integrations, membership site and course platform integrations and more.

They even make switching from your current email marketing provider easy with helpful articles to walk you through it from start to finish.

Recommended For You: Email Marketing Tips For Beginners

How To Create A Form On ConvertKit – A Complete Tutorial

ConvertKit recently gave the form builder a new look and feel which makes it the perfect time for this tutorial.

So if you’re using ConvertKit for your email marketing campaigns but you’re not sure how to start here’s a complete tutorial that walks you through a new form set up.

Before we get started here are somethings you’ll need to have ready:

  • an incentive like a printable, checklist or guide
  • copy for your welcome/confirmation email
  • link to your incentive or redirect page
  • the ConvertKit plugin installed activated (I’ll tell you more about this later in this blog post)
  • an image that’s 500×325 pixels is size

And now on to the tutorial…

Click on the Forms tab. Scroll down to the center of the page and select ‘create form’ on the right side of the page.

Next, decide what kind of form you want to create. For this tutorial, I’ve selected ‘form’.

Next, choose from the two options which format you want to use. If you’re wondering what the difference is, an ‘inline’ form is embedded within a page or post and a modal will pop-up the form.

For this tutorial, select ‘modal’.

Now choose a template. I’m going to go with the Full template.

Before you start editing, the first thing to do is name your form. On the top left of the screen there is a default title. Click on the pencil icon to change the name then click the save button located on the top right of the page to save changes.

To edit the heading and content within the form double-click the text, edit then click the save button to save your changes.

Click on the image placeholder to upload an image. This is how the form will look like. But if you prefer a larger image, I’ll show you how you can do that in a bit.

If you want to add more fields click the plus sign. A custom field editor will appear on the right to name the field and change the appearance.

Select the ‘custom field’ dropdown and select any option. Then click on ‘custom field label’ to change the name of that field. Click the save button to save the changes.

The Final Touches

To put the final touches on the form’s appearance click the wand on the right side of the page.

 

If you want to change the template, click on ‘change template’. And if you want to change the background colors scroll down a tad and click on the color box to edit the color to your liking.

Finally, if you want a larger image to appear on the form, click background image to upload the image you want to use.

Here’s how the form will look like with the image set as the background image:

Now let’s edit the subscribe button. Click on the button to open the editor. You can change the font color and background color. And to edit the call to action text, double-click on ‘subscribe’. Don’t forget to click the save button.

When you’re done, click the eye icon to preview the form and if you like how it looks you’re ready to move set up what happens after someone subscribes and the incentive email.

Set Up Action and Incentive Email

Click the settings icon in the blue bar to the right.

By default, the ‘show a success message’ is ticked. But if you want to redirect subscribers to a thank you page or a download page, tick the ‘redirect to another page’ then copy and paste the link in the box below it.

The next section is the display options. This is where you decide when to show the form to your visitors.

  • It can be when ConvertKit detects your visitor is about to exit a page
  • When the visitor scrolls to a certain percentage of the page
  • Or when the visitor is on the page for so many seconds

Underneath the display options is a code you can copy and paste to a page or blog post if you want to trigger the modal with a link.

Next, select which devices should see your form and then select how often should your visitor see your form.

Check over the settings, then click save at the top to continue.

Incentive Email

Now click on the envelope icon in the blue bar. If you want to send new subscribers an incentive email like a download or link, tick the box and edit the email contents. Tick the box next to ‘auto-confirm new subscribers’.

Next, decide if you’re going to include a link or download a file.

Double check the spelling in your email content, make sure the link is correct or that you’ve downloaded the right file. And if it all looks good to go, click the save button.

Advanced Settings

The last icon is the advanced settings section.

In this section you’ll select what happens to the form when returning visitors have already opted in.

Tick the box next to ‘send subscriber to thank you page if you want to redirect new opt-ins there.

And last but not least tick the box next to ‘invisible reCAPTCHA’ to enable reCAPTCHA on the form and enable the badge.

Save any changes you make and you are done!

Give the form one last preview before embedding it on your website.

Embed The Form

Now that your form is ready, the next step is to embed the form on your website. But before you do this make sure the ConvertKit plugin is installed and configured.

To configure the plugin, from the WordPress dashboard look for the ConvertKit link. If you don’t see it, look in the settings tab.

Click the links to get your ConvertKit API key and API Secret then copy and paste that info into the appropriate box.

Next, if you have more than one form, select a default form if you want one then tick the ‘save connection data to a log file’ if you choose then save changes.

When you install the ConvertKit plugin it will automatically attach your form to any post or page.

But if you have more than one form, scroll down to the blog post settings and you’ll see a ConverKit section like this:

Click the dropdown arrow to select the form you want to attach and that’s it!

If you would rather embed the form using a code instead of the plugin, click ‘embed’ in the tool bar in ConvertKit.

The next window to appear will display the options to embed your form. You can choose the JavaScript, HTML code or click on WordPress to copy the shortcode and then paste that in any blog post or page.

And that, dear reader is how you create a form in ConvertKit. If you haven’t tried ConvertKit, click here to start a 30-day free trial*.

Over To You

I hope you found this tutorial helpful.

If ConvertKit is your email marketing provider tell me how it’s been going for you in the comments below. But if you haven’t tried it, what’s been holding you back?

And before you go, please share this post on social media so that other bloggers who need help with their forms can use this to guide them.

Thanks!

You Might Also Like

Share5
Tweet
Share
Pin268
Flip
Share
Pocket
273 Shares

Filed Under: Business Tools, How To's Tagged With: convertkit, email marketing, tutorials

About Cori

Hi, I'm Cori. I'm a Virtual Service Provider supporting authors, bloggers and solopreneurs with website set-ups, social media management, blog content and other administrative tasks. You can find me on Facebook , Twitter , LinkedIn , and Pinterest.

Previous Post: « A Simple But Important Evacuation Plan For Your Online Business
Next Post: How To Create Customized Watermarks For Your Images In PicMonkey »

Reader Interactions

Comments

  1. Moss Clement says

    August 11, 2018 at 6:22 pm

    Hi Cori,
    I call this an ultimate tutorial, and I can clearly see it at work on your site. It looks great though. I’m currently using MailChimp, which has been amazing as well, but your article has given me a new concept about this email marketing tool, urging me to make a switch to ConvertKit.

    Thanks for the tutorial.

    Reply
    • Cori says

      August 14, 2018 at 9:24 pm

      Hi Moss,

      Thanks so much for your kind words – that means a lot! 🙂

      I made the switch from MailChimp a year ago and I’m glad I did. There was nothing wrong with MailChimp, I made the switch after reading other blogger’s success stories wit this tool and I love the opt-in forms. 🙂

      I’m glad this tutorial has got you thinking about making the switch. I’m sure you’ll benefit from it if you do. 🙂

      Thanks for coming by to read this post and for taking the time to leave a comment!

      Have a great night and I’ll see you in the socialverse! 🙂

      Cori

      Reply
  2. Donna Merrill says

    August 12, 2018 at 1:40 pm

    Hi Cori,

    I’m loving the look of these opt-in forms.

    There are lots of autoresponders out there, but they don’t all have really cool forms like these 🙂

    So yea, this will definitely help build your email list.

    Thanks for the sneak peek.

    -Donna

    Reply
    • Cori says

      August 14, 2018 at 9:19 pm

      Hi Donna,

      Aren’t those opt-in forms gorgeous? I agree with you about the autoresponders, the last one I used was MailChimp and it’s kinda plain-Jane if you ask me. 🙂

      And appearance is everything so having an eye-catching opt-in form counts big time.

      Thanks for coming by to read this post and for commenting!

      Have a great night. 🙂

      Cori

      Reply
  3. Bhawna Kaushik says

    August 14, 2018 at 12:41 am

    Hey Cori,

    I am not at the place right now but I am thinking of putting something like this on my website.

    Anyways thank you for an amazing tutorial.

    Keep up the good work 🙂

    Reply
    • Cori says

      August 14, 2018 at 9:08 pm

      Hi there Bhawna,

      I totally understand. I hope you’ll keep this tutorial handy if you decide to go with ConvertKit!

      Thanks for coming by. Have a great rest of the week!

      Cori

      Reply

Trackbacks

  1. 12 Essential Tools To Effortlessly Manage Your Online Business - CorinaRamos.net says:
    December 10, 2018 at 9:45 pm

    […] was specifically created for onlinepreneurs like you. Create sign-up forms like landing pages, pop-ups or embed a sign up form for your website. And if you’re a […]

    Reply

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Footer

Recently Published

New Blogging Course: How To Create Quality Content

4 Ways To Build Up A Positive Business Reputation

Are You Relatable As A Writer? 4 Things To Evaluate To Make Sure You Are

8 Helpful Tips For Creating An App For Your Business

5 Tips For Hosting A Successful Twitter Chat

4 Effective Ways to Skyrocket Your Product Sales

Proudly Partnering With

Search This Site


Create your Privacy Policy

  • Home
  • About Me
  • Meet The Team
  • Contact Me
  • Privacy Policy
  • Sponsored Post Guidelines

Copyright © 2021 · Design by Studio Mommy

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish.Accept Reject Read More
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.

Non-necessary

Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.

SAVE & ACCEPT