Kit: Building an inline subscription form

Ivan Mana·Jun 2024

Demo summary

Walks through selecting a form template, customizing fields, changing button styles, and setting up the incentive (double opt-in) email with a lead magnet download.

Step-by-step

Click Create New at the top of the dashboard and select Form.
Choose the Inline display format.
Select a template from the available options.
Click on text elements like the button or labels to edit their copy.
Use the plus (+) icon to add new fields like First Name.
Drag and drop fields to rearrange their order.
Navigate to Settings and select Incentive to configure the confirmation email.
Click Save and Publish to finalize the form.

Options

Choose between Inline, Modal, Slide-in, or Sticky Bar display formats.
Change button colors and general styles in the sidebar.
Switch templates at any time via General Styles.
Enable 'Auto-confirm new subscribers' to bypass the double opt-in requirement.

Watch out for

You cannot freely move elements around the page; the layout is structured and template-based.
Custom fields like 'Last Name' or 'Phone Number' must be created manually in the Subscribers section before they appear as options in the form builder.
The visual layout (stacked vs. side-by-side fields) depends on the width of the container where you embed the form.

Tips

Keep the incentive email (double opt-in) enabled to ensure high-quality traffic and verify subscriber willingness.
Use descriptive labels like 'Enter your first name here' to improve user experience.
Rearrange fields so that First Name typically appears before the Email field.

Highlights

“it's really simple it's just drag and drop really”

All demos from “ConvertKit Tutorial (2024): The COMPLETE Step-By-Step Guide for Beginners”

3:022:33Configure email deliverability settingsDemonstrates how to verify a professional email address, set up a physical business address, and enable unsubscribe surveys to improve deliverability.Kit· Authenticate sending domain (SPF/DKIM/DMARC)
6:531:27Importing subscribers via CSV or APIShows the interface for adding single subscribers, importing from other providers like Mailchimp, or uploading a CSV file.Kit· Import / migrate contacts
8:305:09Building an inline subscription formCurrentWalks through selecting a form template, customizing fields, changing button styles, and setting up the incentive (double opt-in) email with a lead magnet download.Kit· Create an email signup / subscription form
13:481:31Embedding a ConvertKit form on a websiteDemonstrates copying the HTML/JavaScript embed code and pasting it into a third-party landing page builder (Unbounce).Kit· Integrate with Shopify / store / CRM / other apps
16:513:36Creating a lead capture landing pageShows how to select a landing page template, replace images, edit text, and configure a thank-you page redirect.Kit· Build a lead-capture landing page
21:233:56Creating and sending an email broadcastDemonstrates the email editor, adding personalization tags, inserting images, and setting up link triggers to tag subscribers who click.Kit· Send a broadcast campaign
26:264:50Setting up an email sequenceShows how to create a multi-day email sequence, use content snippets for signatures, and schedule the timing between emails.Kit· Build a welcome / drip automation
31:162:34Creating a visual automation workflowDemonstrates building a visual automation that triggers an email sequence when a subscriber signs up via a specific landing page.Kit· Trigger emails from behavior / events
34:105:26Connecting a custom domainWalks through adding a subdomain in ConvertKit and configuring the corresponding DNS A-records in a domain registrar (Hostinger).Kit· Deliverability & setup
41:062:57Creating a paid product listingDemonstrates setting up a paid consultation product, integrating with Stripe, and customizing the checkout page.Kit· Set up paid subscriptions (newsletter monetization)
Watch “ConvertKit Tutorial (2024): The COMPLETE Step-By-Step Guide for Beginners” →

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8:305:09Building an inline subscription formCurrentWalks through selecting a form template, customizing fields, changing button styles, and setting up the incentive (double opt-in) email with a lead magnet download.Ivan Mana