Simple ConvertKit And OptimizePress Integration Tutorial
Here’s a really simple way to integrate OptimizePress with ConvertKit, the hugely popular email marketing program.
If you just need a really simple way to use ConvertKit on your blog, then this integration with OptimizePress is just what you’re looking for.
ConvertKit Is A Great Email Marketing Tool
We probably don’t have to say this, but ConvertKit has had huge growth simply because it’s an excellent email marketing tool. Using OptimizePress and ConvertKit is a great combination to help you grow your business.
Welcome to this optimize press video and today we’re looking at the integration with optimized press and convert kit so all of you convert kit users you can now use optimized press landing pages and other opt-in forms and you can add your leads into convertkit so for those who don’t know convert kit is another email list building platform and it has gone includes growth in the last year has been exponential and nathan has really pushed it on from what it was you know and he’s grown the business um massively actually if you follow on his blog you can read all about how he done some stuff with the growth and how he just focused more into building his company and its grabbing the user base he’s got now is phenomenal so it’s great to see a company go from you know pretty much nothing you know to a huge company doing six figures i think a month is his business is knees what’s a few of these things is that you can step into a market and you know if you put a lot of attention into a product you listen to your users you know you can take a slice out of that market people pray thought you know a couple years ago no one can take business out of a weber and Infusionsoft and the likes of these and an active campaign come along you know and then all these other ones come along and then convertkit know another one you know it’s here and it’s ready to use so always worth looking at all these different platforms you know if someone recommends one to you know try them out see if yourself see what you like and convert kids love lists got lovely design lovely user interface and one thing they do quite well as they don’t have lists as such it’s all based off tagging your leads so everyone comes into one central location and you tag your leads then when they come inside so i’ll show bit more of that in a moment now first things first what we do is we go into the option here for account and we want to take the api key from inside convertkit put n to optimize press so you can see here we’ve got the api key and i’ll highlight that from there and we go over to the dashboard on your site into your wordpress site look for optimized press dashboard email marketing services scroll down and you’ll see convertkit there if you don’t see convertkit need to upgrade to the latest version and from here we can just enter in the api key and we’ll go to scroll to the bottom and click save settings now from inside go back to convert kit and we go to the forms page and inside here this is where you create your new form and you can start using your form on your pages and things so um you can either click down the right here and create new form this Cameron got lots of different testa forms that people have been testing with signal just play around and it shows the forms below you can scroll down this load see if we click on this one here’s this form design here here’s the settings then you’ve got subscribers so the main three options you have for each form that you create inside convertkit so let’s just jump back to forms there so from here we go to create a form and we’ll choose form and then we pick girl uncle to this middle one here and then we can go all the settings etc head and give this a name like optimize press test and then I’m going to save this form and that’s my form created inside to convert kit now I’m ready to connect my site to that form so from here I go back into my optimize press site and we’ll find a page bring up the live editor here we use the same form that we were using before and the mailpoet once I’ll open its overlay here the overlay optimizer open up this form nope you want the form not there we go okay so what we do here we choose our list provider so convertkit you can see I slept there and then from the next option down we’re looking for the form name that we just created and I had optimized press test so you can see that what we’ve done we’ve connected it to convert kit and then convert it pulls in all the different forms that’s been created you can see there’s quite a lot of forms here in this test account so anyone who now ops in through here would be added to that form so let’s just click insert um okay oops I choose name there as well and then require to leave that this is where you put your thank you page URL if you’re using another page to send people to after they opt-in so I’ll click insert and I’ll click update will save and close that and then if I just view that in a new page you can see we’ve got it here if I jump back to convert kit now and this is that formula is creating my quiz quickly show you some stuff in here there’s lots of different settings inside and your forms we’ve got the option to the main settings you can just put hearing show success message after the opt-in that’s if they’re just doxing in through the forum in convertkit we have the confirmation email so you can send and receive double opt-in you can also choose the style use that customizing it option for the CSS as well so you can really tweak it and make it look custom to your site there’s the embed code if you want to embed the form directly into other pages and things got the Twitter cards and then there’s some other options as well here so they’re your main settings and the content as you know is the form design which we had there you can see how it looks and then you’ve got the subscribers this is where it tells you how many people have opted-in through that form so each form in a way is a way it could be like a list so you’ll find that other email providers or other list services they have to make you create a list so you have an option have a list and then you can create all these multiple forms for each list and then you can even start tagging them as well it can get confusing because you end up in having multiple forms multiple tags and also multiple lists and if you don’t regularly clean up your data and quite it’s quite easy to get confused and overwhelmed with who’s doing what and what automations are running what and where the lists are where your leads are so simplifying things can actually make it you know so much easier for your users to use and also just if you to start coming in picking and sending different targeted leads to the people you know exactly where they’ve been segmented or where they subscribe to so what convertkit does well is just has a form which is essentially like a list so you can view where the subscribers come in to this form so you can get you can get a rough idea of the amount of people that come in and from inside convertkit what I would advise you to do is you build automations you’ve got automations up here on the right so what we can do is we can say that anyone who opts in I’ll do it here so add subscribes to a form so i choose the trigger this is the trigger action so anyone who subscribes to my optimized press test forum i want to add add a tag and i’ll create a new tag called and i shall just check it in i already have one i create new one optimized press and i’ll save that rule so what I’ve done now is I’ve created a tagging trigger inside and convert it and that’s going to allow me to do multiple things based off why then create so I can build inside hear things like sequences and you’ve got like these automated sequences that people can you can add people on and the sequences will do things that you know can drip feed your emails out you can run different email series you can see here these are all the messages we’ve got on the left and you can move things around I mean I’m skimming over this okay I’m really skimming over the features that it has inside but you can get an idea of what you can do so your sequences these are really your automated functions where you’re sending out your emails from and use the automations to trigger sequences and move leads around if i go to add rule again you can see here we’ve got these different trigger clicks a link you know completes a sequence subscribes to form unsubscribes I’m sorry subscribe to sequence you can have people unsubscribe from other forms so you can have a subscribe to this forum and then we’ll remove you from another forum you’ve got tagged added of a tag added and maybe you could subscribe to a sequence that means they’re going to start a sequence you can remove tags that you get the idea there’s so many different automation rules you can create in here to really get you can either put you know put your business on autopilot or just allow you to see what’s going on and start organizing your leads so I would recommend anyone who starts I know ops into a form tag them so you can know where they’ve come from and also if you create other forms you can create other tags I think so let’s go back to my forms I’m going to go and opt-in through my and pays I set up okay let’s scroll down here we’ve got optimizepress test here then I’ll go to subscribers and I’ve got nothing here the moment so I’m going to go to my page i had before and from here will opt in okay and i’ll click get started now I don’t have a Thank You page setup so nothing’s going to happen in this process you can see it’s going to trigger and just reload my same landing page now if I go over to convert kit nothing’s going to show up here because what happens we have the the opt-in the double opt-in set already set on this form so what I’m going to do is go to my email a second and confirm my email so now I’ve confirm email or refresh this page and see here it’s showing 1 subscriber if I click on it you can go and see that subscribing my case it’s me so there you go there’s the form it shows you that the amount of people are coming in and you can see all the individual people have come in through that one form as well now if we click on me I’ll see if the automation triggered as well I should have been tagged and let me have a look under my tags can I don’t see it there but i think if i go over to subscribers here and then i click down on the left optimize press it says there one subscriber click on that then it will show me that as my name come up so i can drill down through the tags and find all the subscribers that have been grouped in certain tags so there’s pretty much it that’s the basics of connecting convertkit to optimize press and you can see you know the connection is made you have a landing page up and running in less than five minutes it’s done you connect it to the site you create your form and then you tell optimized press which form you want to use from inside your convertkit account so that leads get put on to that particular form of that list and then you can tag them with the automations so that’s it there’s also a vast vast array of other features that convert kit has go and play around with it if you have it the automations are absolutely awesome what it can do you can run those little lead nurturing campaigns and get to know your leads all the automations hear you now go inside create your different rules so you know it’s a great platform and it’s obviously going to be growing more it’s going to help see tight change and add more features nathan listens to the people that use it and it keeps working on in creating and making a better product so there you have it as always we love to see how you get on with these new apps are these new integrations that we put in place and if you’re in our convertkit and user absolute very happy now a lot of people were asking for this quite a while so there you have it and any comments any questions feel free to post them below this blog post and we’ll see you in the next video you