How to setup and deliver your Content Upgrades (without making a mess)

Last week I showed you how to get 1000 subscribers by creating Unique lead magnets called “content upgrades” for each of your blog posts.

The single biggest hurdle that I faced when starting was knowing how to wire all of the different components together. Without a plan, it became a mess very quickly.

I was using MailChimp, but after creating post specific lead magnets, I realized I had created a TON of extra work for myself! I had multiple lists for multiple lead magnets and, of course, duplicate subscribers all over the place.

Figuring out the technology part of it was a massive pain in the butt!

So the purpose of this post is to help you learn from my mistake. I’m going to show you exactly how to set up the technology piece, the RIGHT WAY — which also happens to be the much easier way.

By following this step-by-step process, you’ll be able to set up your lead magnet with ease (and without messing with a single line of code). In fact, the entire setup should take you under 30 minutes.

Software packages you’ll need

You’ll need two pieces of software:

  1. Autoresponder software
  2. Landing Page Software

The three most popular Autoresponder Software packages are ConvertKit , MailChimp and Aweber.

I’ll be giving you a step-by-step process for how to set this up using ConvertKit. In my opinion it’s the most user-friendly of the three and — better yet — it’s only $29 per month for under 1,000 subscribers.

And in addition to automating responses, it also allows you to easily create landing pages — that’s where your visitors go to enter their name and email to sign up for your email list.

This eliminates the expense and headache of needing a separate landing page software package.

However, if you do decide to use another Autoresponder software package, then you’ll need an additional landing page software such as Leadpages, which will run you around $37 per month.

Now let’s get down to the details.

Setting up your content upgrade in ConvertKit

Step 1: Create a Form Inside of ConvertKit
create a form in convertkit

create opt-in from inside converkit

 

The first thing you’ll do is create the signup form, which visitors will use to opt-in to your list and get your freebie content upgrade.

One of the great features about ConvertKit is that all of your subscribers are in one list, with a tag that indicates which of your freebies they’ve downloaded.

This is huge, because if you have 3 different freebies on your site, and the same visitor opts-in to get all three of them, you only have one record to look at (instead of three). ConvertKit just adds a tag, so you can track and filter your subscribers later, based on that tag.

The first thing you’ll do is create the signup form, which visitors will use to opt-in to your list and get your freebie content upgrade.

One of the great features about ConvertKit is that all of your subscribers are in one list, with a tag that indicates which of your freebies they’ve downloaded.

This is huge, because if you have 3 different freebies on your site, and the same visitor opts-in to get all three of them, you only have one record to look at (instead of three). ConvertKit just adds a tag, so you can track and filter your subscribers later, based on that tag.

Step 2: Create Your Landing Pages

Now you’re ready to setup your landing pages. From the forms page, select landing page.

Convertkit Landing Pages

The option on the left (“A landing page”) allows you to create an entire page. This option is for those of you don’t have a website or don’t have access to your site pages; it creates one for you.

The option on the right (“A form”) only creates the opt-in form — which you can then add to any page or post on your site.

When you click on the Landing Page Image, then you’re presented with 4 different templates, as shown here:

Convertkit Landing Pages Template

Choose the one that makes the most sense for your content.

If you’re using WordPress, or any other website content management software that allows you to access to your website, then you can choose one of the form options in the right column.

ConvertKit also gives you 3 different templates to choose from for your form, as shown here:

Convertkit Optin Form templates

Select the one that’s most appropriate for your site layout.

Then you’ll be taken to the landing page’s front-end designer, where you can customize the look of your form.

How to Setup Convertkit Landing Pages

You can edit all the areas that are clickable, and you can also upload images inside the description area.

How to setup converkit forms

Now we’re going to set up your content upgrade freebie using the Settings tab.
setting up content upgrade

Main Settings

From this tab, you can write your own success message, which subscribers see when they opt-in, or you can redirect them to a custom thank you page (“Redirect to another page” option).

Growing your email list with content upgrade

Freebie Content

Here comes the important part! The second menu item on the left, Incentive Email, takes you to the panel where you can set up your freebie.

In this panel, you can customize the “from” name and email recipients will see, the Subject of the email and the email message itself.

You’ll also be able to either enter a URL to your freebie, or upload a file called an “Incentive Download” that people can download from an automated link in the message.

Setting-Up-Lead-Magent-Incentive-Email

The URL option is a good option if your freebie is a video or additional content that’s hosted on your website, and you want to drive traffic there.

The incentive download option is great when the file isn’t on your website (or you’re not sure how to upload it to your site). This option works for any type of downloadable file, such as e-books, worksheets, lists, etc.

And now you’re done with the freebie!

You can use the Style menu to customize the visual appearance of the box to your preferences.

Step 3: Displaying your Opt-in Form

Now you’re ready to display your opt-in form on your blog.

For that, we’re going to click the Embed menu item and choose the first option shown: JavaScript.

Embedding Optin Form to Your Website

I always copy and paste this code into a text editor first. Then, from there, copy and paste it inside the web page where you want the opt-in form to be displayed.

If you run a WordPress site, you can just use the ConvertKit Plugin to automatically connect your forms to any page of your WordPress site.

Guess what? You’re done!!!

Start to finish, all this should take no more than one hour to set up.

Now, any time someone downloads your freebie, their contact record inside of ConvertKit will be automatically tagged accordingly.

That means all of your contacts will be stored in one list, all nice and neat — making your life much easier.

 

 

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