Beginners Guide to Forms

Everything begins with creating a form! Need more advanced? Go here instead

To get started, click on Create New Form. 

Once you've selected that you'd like to create a Form, and not a Landing Page, (more on that  here), you'll need to choose they style of your new form. Right away, you'll notice that we have already added three form templates to choose from. Each option will display an example of how it will look, and you can simply select that, and move on to the next step. 

If you're looking for a little bit more than what we've done for you, you can think about  customizing your opt-in form as well. 

Make It Pretty 

Once you've selected your form style, you'll then be able to get started on the editing! Remember, anything you can click on, you can edit. This includes the name of the form, the button text, the title, and more! You'll also have the ability to click on the magic wand icon, to edit colors. 

Fancy. 

Style

Style

The Style tab allows you to further customize how your form displays to your Subscribers. You can choose between the Full, Minimal and Naked styles, and the Inline, Modal or Slide in displays. To read more about this, visit our Advanced Forms Guide

Once you've made your form look fantastic, you can choose to direct subscribers to a thank-you page, or another url. This lets the subscriber know that their click worked, and they're on their way! 

Incentivizing Your Readers

Once you've gone through your form settings successfully, the next step will be setting up your confirmation email. Or, as we like to call it around here, your Incentive Email. We have a great article all about  how to set this up, and we highly recommend you check it out!Something to note is the importance of sending your subscribers a double opt-in. This two-step process creates a list that is both confirmed and engaged, which will lead to long-term list growth, and sustainability. A single opt-in is faster, and you will see that option as well. However, subscribers who click to confirm, and to receive their incentive, are far more successful at staying with you for the long haul! 

Embedding Your Form

The Embed tab gives you the code you need to add your Form to your website. You can choose from one line of JavaScript, to the full HTML, to the Wordpress shortcode.

bYMqbSDQuI

If you choose the HTML option, please note that you will need to re-copy + paste to your site when you make changes to your form.

If your site is run on Wordpress, you can use our  Wordpress Plugin to add a Form to your site. Once the Plugin is installed, you also have the option to use a ConvertKit shortcode to place your Form on a page, which you can find on this tab.

Other Options

Other Options

This tab allows you to duplicate your form, archive your form, or delete your form completely.

Please note: archiving your form will not remove it from your website or cause it to stop working, it will simply remove it from the Forms page in ConvertKit.

Watch & Learn 

Want to see Nathan walk through a quick form creation? Check out this video!

Still need help? Contact Us Contact Us