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email marketing

How To Send Multiple Freebies Using Just One List In MailChimp For Free

November 20, 2018 by Val Cline 11 Comments

3-Steps To Send Multiple Freebies Using Just One List In MailChimp – For Free.

For all of you in the early stages of business, saving the moula is pretty important.

MailChimp has a lot to offer you for free, but I know many of you aren't quite sure how to get the most out of it so here's how I hope I can help. Many people believe that you must create a separate list for every email opt-in you create when using MailChimp, but this is not true.

Here's how most people create a freebie using MailChimp

  1. Create a cool freebie like a helpful excel template!
  2. Go into MailChimp and create a list for this freebie and call it Excel template freebie
  3. Create a welcome email with the freebie download so anyone who joins that list gets the download with their welcome email

And this is totally okay! But once you have more than two or three freebies under your belt you soon find having so many lists a pain. It's not easy to email everyone on all your email lists when you send newsletters and it becomes more difficult to manage than it has to be. Fortunately, there is another way.

Input form fields in MailChimp

The internet is full of forms! We've all used them and likely your humble email opt-in form could be working a lot harder for you than it currently is if you're using MailChimp.

HTML Forms are made up of fields & buttons.

Form “fields” collect information like Email, Name, Address, Phone Number and “buttons” are responsible for confirming you entered in all the information requested and sending that info to your email system like MailChimp.

I have two freebies below that each deliver their own freebie. With MailChimp, I can track which page you downloaded my freebie from. You can already be on my list and download all my freebies and I don't have to create a new list for every freebie I offer.

  • Your Best Self Toolkit
  • The Beginners Guide To Building  Your Own Website

Fields and buttons

Website forms are used to collect all kinds of information for us. We use them as Opt-In forms that collect names and email addresses, we see them in survey tools, they are used whenever we are asked for information online. They are little powerhouses!  Your Opt-In Form can do more for you than you think.

In the example below, we have 2-fields and a button. Fields come in various flavors. Most of us use text fields.

Text fields are INPUT fields in forms and this just means that people can “input” information into them in a text format. Your name and email form fields collect text so they are text type input fields :)

Most freebie opt-in forms have 2-3 things max:

  1. A Name
  2. An Email
  3. A way to submit the info (A Button)

Let's see how code looks for the example below:

This is the name field

<label for=”mce-name”>**this was left blank in the example below**</label>
<input type=”text” value=”Name” name=”name” id=”mce-name”>

This is the email field

<label for=”mce-name”>**this was left blank in the example below**</label>
<input type=”text” value=”Email Address” name=”email” id=”mce-email”>

Notice how there is nothing in the label space in this example. If this form had labels, you would see that info outside the form box. This form is using the form values as labels helping us know what info to put where. When we enter in our own Name and Email Address, our values will replace the default values put into the form code as placeholders.

This basic understanding of what your opt-in form input field code is doing will help you understand what I'm going to ask you to do next!

Step One: Create your freebie opt-in form in MailChimp

Follow these steps in MailChimp to create your form, and add a new text field.

→ Go to: Signup forms then Form Builder to create your new freebie form code
→ Create a new TEXT field: Add a filed -> then choose text
→ Field Label = OPTIN
→ Field Tag = OPTIN
→ Make that field VISIBLE (and change it later)
→ Default Merge Tag Value = Name-Of-Optin (I used “testfreebie” in my example below, this is where you put a name for each opt-in with no spaces)

Step Two: Grab the code MailChimp gives you & pop this into your website to edit it

→ This time head back to SignUp Forms and click EMBEDDED FORMS
→ Copy the code :)
→ Now paste this code into your website where you want your opt-in form

–FIND YOUR NEW TEXT FIELD IN THE CODE YOU PASTED INTO YOUR WEBSITE. IT SHOULD LOOK LIKE THIS–

<div>
<label for=”mce-OPTIN”>OPTIN</label>
<input type=”text” value=”” name=”OPTIN” id=”mce-OPTIN”>
</div>

–CHANGE IT TO THIS—

<div>
<label for=”mce-OPTIN”>***leave a space here***</label>
<input type=”hidden” value=”testfreebie” name=”OPTIN” id=”mce-OPTIN”>
</div>

→ Save this page as a draft until you have created your opt-in download email ;-)

Step Three: Create the automation in MailChimp that delivers your new freebie!

{Check-out the video below that shows you how this looks}

→ Go to Campaigns then click on Campaign over on the right
→ Choose Email then Automated
→ Then Subscriber Activity, Welcome New Subscribers
→ Name your campaign and then **choose your main email list** & click “begin”
→ Now click “Change Trigger” top left next screen
→ Then click on List Management
→ Click on “Changed list field to value” – then on the next screen under “settings” select the “Opt-In” field you created
→Still on the same page, In the “value changes to” box put the name you used for your freebie when you created your form (needs to be exactly the same, no spaces)

❤︎ And that's it! Do this once and you can repeat these 3-Steps easily.

Any Q's always happy to help.


Looking for some done-for-you support? If you're over the DIY for now, I can just get it done for you with techy-webby support, websites created with solid foundations you can manage with ease to grow your business & just-in-time consultations for the information Google can't give you

For Holistic Business Coaching that can help you achieve business goals in a way that works for your unique needs and who you are today, head over here.

If you found this content helpful, please subscribe to my email list. I'd be so honoured to have you.

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You Might Also Like

  • How to do less for success (another book review I think you'll love)
  • Be happy and successful with the best planners

Posted in Featured Posts, Websites & Tools

Val Cline

Post navigation

← Online Business 101: 5-Things You Need To Know Before You StartHow to improve your productivity & happiness in just 3-minutes a day →

Reader Interactions

Comments

  1. Cami says (Edit)

    Thank you so much for this!!!! It was SUPER helpful! One question, when I enter an email to the form that is already on the list, it says that it is already subscribed and is not working. Do you know how to get around that? Thanks!

  2. Val Cline says (Edit)

    Hi Cami -thanks for the comment and YES you are so right. I've contacted MailChimp and there specifically said that subscribers cannot sign up more than once to your list, but they did say their new landing pages could make this possible. You'd have to use that as your signup form and I didn't get any more detail for how that would work. I will be looking into that soon and will post what I discover. Alternatively, you could offer a freebie password protected area for subscribers or put a small note with all your freebie sign-up forms letting current subscribers know to just email you for a direct link. Just ideas. Hope this helps.

  3. Mansi says (Edit)

    Nice…so many details for a beginner!!

  4. Val Cline says (Edit)

    Hi Mansi -glad you liked the details!

  5. Tasha says (Edit)

    Hey there! Since this blog was written have you figured out how to do it with landing pages? I have a weebly website also and found another blog post showing how with landing pages but WordPress. Trick is that landing pages in mailchimp don't accept HTML code so you can't change anything :( confused gal over here

  6. Val Cline says (Edit)

    YES!! Stay tuned for an new tutorial :)

  7. Gabby says (Edit)
    This is exactly what I've been looking for! Thanks so much for sharing!
    I do have a question though … when people optin for the freebie, will they automatically get added to the automated sequence I've set up for general newsletter signups (custom event workflow)?
  8. Val Cline says (Edit)

    Hi Gabby -thanks for the comment!

    I'd have to have a peek at how you have your systems setup to be sure but, yes I believe they should get a welcome sequence if you have one setup.

  9. Rabea says (Edit)

    Finally a way to do this without creating tons of lists! And you can even create another welcome email sequence that starts 1-3 hours later, but the new subscriber still gets the right freebie first. Thank you soooo much, I'm 100% gonna try this!

  10. Kat says (Edit)

    I'm so glad I found this! Been searching on how to do this! As for people who've already subscribed, I just send them the direct link in another email to my subscribers! Thank you!!

  11. Tansy says (Edit)

    Short, sweet and simple instructions.

    I've got the problem that the email that is sent to confirm sign up continues to have another download that I created for my list (the generic one I have for website signups).

    Do I have to remove this for this to work? That is create all my downloads this way?

    Thanks.

Leave a Reply Cancel reply

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

Posted in Featured Posts, Websites & Tools

Val Cline

Post navigation

← Online Business 101: 5-Things You Need To Know Before You StartHow to improve your productivity & happiness in just 3-minutes a day →

Reader Interactions

Comments

  1. Cami says (Edit)

    Thank you so much for this!!!! It was SUPER helpful! One question, when I enter an email to the form that is already on the list, it says that it is already subscribed and is not working. Do you know how to get around that? Thanks!

  2. Val Cline says (Edit)

    Hi Cami -thanks for the comment and YES you are so right. I've contacted MailChimp and there specifically said that subscribers cannot sign up more than once to your list, but they did say their new landing pages could make this possible. You'd have to use that as your signup form and I didn't get any more detail for how that would work. I will be looking into that soon and will post what I discover. Alternatively, you could offer a freebie password protected area for subscribers or put a small note with all your freebie sign-up forms letting current subscribers know to just email you for a direct link. Just ideas. Hope this helps.

  3. Mansi says (Edit)

    Nice…so many details for a beginner!!

  4. Val Cline says (Edit)

    Hi Mansi -glad you liked the details!

  5. Tasha says (Edit)

    Hey there! Since this blog was written have you figured out how to do it with landing pages? I have a weebly website also and found another blog post showing how with landing pages but WordPress. Trick is that landing pages in mailchimp don't accept HTML code so you can't change anything :( confused gal over here

  6. Val Cline says (Edit)

    YES!! Stay tuned for an new tutorial :)

  7. Gabby says (Edit)
    This is exactly what I've been looking for! Thanks so much for sharing!
    I do have a question though … when people optin for the freebie, will they automatically get added to the automated sequence I've set up for general newsletter signups (custom event workflow)?
  8. Val Cline says (Edit)

    Hi Gabby -thanks for the comment!

    I'd have to have a peek at how you have your systems setup to be sure but, yes I believe they should get a welcome sequence if you have one setup.

  9. Rabea says (Edit)

    Finally a way to do this without creating tons of lists! And you can even create another welcome email sequence that starts 1-3 hours later, but the new subscriber still gets the right freebie first. Thank you soooo much, I'm 100% gonna try this!

  10. Kat says (Edit)

    I'm so glad I found this! Been searching on how to do this! As for people who've already subscribed, I just send them the direct link in another email to my subscribers! Thank you!!

  11. Tansy says (Edit)

    Short, sweet and simple instructions.

    I've got the problem that the email that is sent to confirm sign up continues to have another download that I created for my list (the generic one I have for website signups).

    Do I have to remove this for this to work? That is create all my downloads this way?

    Thanks.

Leave a Reply Cancel reply

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

Posted in Featured Posts, Websites & Tools

Val Cline

Post navigation

← Online Business 101: 5-Things You Need To Know Before You StartHow to improve your productivity & happiness in just 3-minutes a day →

Reader Interactions

Comments

  1. Cami says (Edit)

    Thank you so much for this!!!! It was SUPER helpful! One question, when I enter an email to the form that is already on the list, it says that it is already subscribed and is not working. Do you know how to get around that? Thanks!

  2. Val Cline says (Edit)

    Hi Cami -thanks for the comment and YES you are so right. I've contacted MailChimp and there specifically said that subscribers cannot sign up more than once to your list, but they did say their new landing pages could make this possible. You'd have to use that as your signup form and I didn't get any more detail for how that would work. I will be looking into that soon and will post what I discover. Alternatively, you could offer a freebie password protected area for subscribers or put a small note with all your freebie sign-up forms letting current subscribers know to just email you for a direct link. Just ideas. Hope this helps.

  3. Mansi says (Edit)

    Nice…so many details for a beginner!!

  4. Val Cline says (Edit)

    Hi Mansi -glad you liked the details!

  5. Tasha says (Edit)

    Hey there! Since this blog was written have you figured out how to do it with landing pages? I have a weebly website also and found another blog post showing how with landing pages but WordPress. Trick is that landing pages in mailchimp don't accept HTML code so you can't change anything :( confused gal over here

  6. Val Cline says (Edit)

    YES!! Stay tuned for an new tutorial :)

  7. Gabby says (Edit)
    This is exactly what I've been looking for! Thanks so much for sharing!
    I do have a question though … when people optin for the freebie, will they automatically get added to the automated sequence I've set up for general newsletter signups (custom event workflow)?
  8. Val Cline says (Edit)

    Hi Gabby -thanks for the comment!

    I'd have to have a peek at how you have your systems setup to be sure but, yes I believe they should get a welcome sequence if you have one setup.

  9. Rabea says (Edit)

    Finally a way to do this without creating tons of lists! And you can even create another welcome email sequence that starts 1-3 hours later, but the new subscriber still gets the right freebie first. Thank you soooo much, I'm 100% gonna try this!

  10. Kat says (Edit)

    I'm so glad I found this! Been searching on how to do this! As for people who've already subscribed, I just send them the direct link in another email to my subscribers! Thank you!!

  11. Tansy says (Edit)

    Short, sweet and simple instructions.

    I've got the problem that the email that is sent to confirm sign up continues to have another download that I created for my list (the generic one I have for website signups).

    Do I have to remove this for this to work? That is create all my downloads this way?

    Thanks.

Leave a Reply Cancel reply

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

Posted in Featured Posts, Websites & Tools

Val Cline

Post navigation

← Online Business 101: 5-Things You Need To Know Before You StartHow to improve your productivity & happiness in just 3-minutes a day →

Reader Interactions

Comments

  1. Cami says (Edit)

    Thank you so much for this!!!! It was SUPER helpful! One question, when I enter an email to the form that is already on the list, it says that it is already subscribed and is not working. Do you know how to get around that? Thanks!

  2. Val Cline says (Edit)

    Hi Cami -thanks for the comment and YES you are so right. I've contacted MailChimp and there specifically said that subscribers cannot sign up more than once to your list, but they did say their new landing pages could make this possible. You'd have to use that as your signup form and I didn't get any more detail for how that would work. I will be looking into that soon and will post what I discover. Alternatively, you could offer a freebie password protected area for subscribers or put a small note with all your freebie sign-up forms letting current subscribers know to just email you for a direct link. Just ideas. Hope this helps.

  3. Mansi says (Edit)

    Nice…so many details for a beginner!!

  4. Val Cline says (Edit)

    Hi Mansi -glad you liked the details!

  5. Tasha says (Edit)

    Hey there! Since this blog was written have you figured out how to do it with landing pages? I have a weebly website also and found another blog post showing how with landing pages but WordPress. Trick is that landing pages in mailchimp don't accept HTML code so you can't change anything :( confused gal over here

  6. Val Cline says (Edit)

    YES!! Stay tuned for an new tutorial :)

  7. Gabby says (Edit)
    This is exactly what I've been looking for! Thanks so much for sharing!
    I do have a question though … when people optin for the freebie, will they automatically get added to the automated sequence I've set up for general newsletter signups (custom event workflow)?
  8. Val Cline says (Edit)

    Hi Gabby -thanks for the comment!

    I'd have to have a peek at how you have your systems setup to be sure but, yes I believe they should get a welcome sequence if you have one setup.

  9. Rabea says (Edit)

    Finally a way to do this without creating tons of lists! And you can even create another welcome email sequence that starts 1-3 hours later, but the new subscriber still gets the right freebie first. Thank you soooo much, I'm 100% gonna try this!

  10. Kat says (Edit)

    I'm so glad I found this! Been searching on how to do this! As for people who've already subscribed, I just send them the direct link in another email to my subscribers! Thank you!!

  11. Tansy says (Edit)

    Short, sweet and simple instructions.

    I've got the problem that the email that is sent to confirm sign up continues to have another download that I created for my list (the generic one I have for website signups).

    Do I have to remove this for this to work? That is create all my downloads this way?

    Thanks.

Leave a Reply Cancel reply

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

Posted in Websites & Tools

Val Cline

Post navigation

← Online Business 101: 5-Things You Need To Know Before You StartHow to improve your productivity & happiness in just 3-minutes a day →

Reader Interactions

Comments

  1. Cami says (Edit)

    Thank you so much for this!!!! It was SUPER helpful! One question, when I enter an email to the form that is already on the list, it says that it is already subscribed and is not working. Do you know how to get around that? Thanks!

  2. Val Cline says (Edit)

    Hi Cami -thanks for the comment and YES you are so right. I've contacted MailChimp and there specifically said that subscribers cannot sign up more than once to your list, but they did say their new landing pages could make this possible. You'd have to use that as your signup form and I didn't get any more detail for how that would work. I will be looking into that soon and will post what I discover. Alternatively, you could offer a freebie password protected area for subscribers or put a small note with all your freebie sign-up forms letting current subscribers know to just email you for a direct link. Just ideas. Hope this helps.

  3. Mansi says (Edit)

    Nice…so many details for a beginner!!

  4. Val Cline says (Edit)

    Hi Mansi -glad you liked the details!

  5. Tasha says (Edit)

    Hey there! Since this blog was written have you figured out how to do it with landing pages? I have a weebly website also and found another blog post showing how with landing pages but WordPress. Trick is that landing pages in mailchimp don't accept HTML code so you can't change anything :( confused gal over here

  6. Val Cline says (Edit)

    YES!! Stay tuned for an new tutorial :)

  7. Gabby says (Edit)
    This is exactly what I've been looking for! Thanks so much for sharing!
    I do have a question though … when people optin for the freebie, will they automatically get added to the automated sequence I've set up for general newsletter signups (custom event workflow)?
  8. Val Cline says (Edit)

    Hi Gabby -thanks for the comment!

    I'd have to have a peek at how you have your systems setup to be sure but, yes I believe they should get a welcome sequence if you have one setup.

  9. Rabea says (Edit)

    Finally a way to do this without creating tons of lists! And you can even create another welcome email sequence that starts 1-3 hours later, but the new subscriber still gets the right freebie first. Thank you soooo much, I'm 100% gonna try this!

  10. Kat says (Edit)

    I'm so glad I found this! Been searching on how to do this! As for people who've already subscribed, I just send them the direct link in another email to my subscribers! Thank you!!

  11. Tansy says (Edit)

    Short, sweet and simple instructions.

    I've got the problem that the email that is sent to confirm sign up continues to have another download that I created for my list (the generic one I have for website signups).

    Do I have to remove this for this to work? That is create all my downloads this way?

    Thanks.

Leave a Reply Cancel reply

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

445 SharesShare428Pin17Tweet Posted in Websites & Tools

Val Cline

Post navigation

← Online Business 101: 5-Things You Need To Know Before You StartHow to improve your productivity & happiness in just 3-minutes a day →

Reader Interactions

Comments

  1. Cami says (Edit)

    Thank you so much for this!!!! It was SUPER helpful! One question, when I enter an email to the form that is already on the list, it says that it is already subscribed and is not working. Do you know how to get around that? Thanks!

  2. Val Cline says (Edit)

    Hi Cami -thanks for the comment and YES you are so right. I've contacted MailChimp and there specifically said that subscribers cannot sign up more than once to your list, but they did say their new landing pages could make this possible. You'd have to use that as your signup form and I didn't get any more detail for how that would work. I will be looking into that soon and will post what I discover. Alternatively, you could offer a freebie password protected area for subscribers or put a small note with all your freebie sign-up forms letting current subscribers know to just email you for a direct link. Just ideas. Hope this helps.

  3. Mansi says (Edit)

    Nice…so many details for a beginner!!

  4. Val Cline says (Edit)

    Hi Mansi -glad you liked the details!

  5. Tasha says (Edit)

    Hey there! Since this blog was written have you figured out how to do it with landing pages? I have a weebly website also and found another blog post showing how with landing pages but WordPress. Trick is that landing pages in mailchimp don't accept HTML code so you can't change anything :( confused gal over here

  6. Val Cline says (Edit)

    YES!! Stay tuned for an new tutorial :)

  7. Gabby says (Edit)
    This is exactly what I've been looking for! Thanks so much for sharing!
    I do have a question though … when people optin for the freebie, will they automatically get added to the automated sequence I've set up for general newsletter signups (custom event workflow)?
  8. Val Cline says (Edit)

    Hi Gabby -thanks for the comment!

    I'd have to have a peek at how you have your systems setup to be sure but, yes I believe they should get a welcome sequence if you have one setup.

  9. Rabea says (Edit)

    Finally a way to do this without creating tons of lists! And you can even create another welcome email sequence that starts 1-3 hours later, but the new subscriber still gets the right freebie first. Thank you soooo much, I'm 100% gonna try this!

  10. Kat says (Edit)

    I'm so glad I found this! Been searching on how to do this! As for people who've already subscribed, I just send them the direct link in another email to my subscribers! Thank you!!

  11. Tansy says (Edit)

    Short, sweet and simple instructions.

    I've got the problem that the email that is sent to confirm sign up continues to have another download that I created for my list (the generic one I have for website signups).

    Do I have to remove this for this to work? That is create all my downloads this way?

    Thanks.

Leave a Reply Cancel reply

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

445 Shares
Share428
Pin17
Tweet
Posted in Websites & Tools

Val Cline

Hey there, I'm Val. Teacher, creator, and uncomplicator. More than websites, productivity apps, small business productivity, and management systems. I'm at least 25% cat toes and coffee.

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← Be happy and successful with the best planners
How to improve your productivity & happiness in just 3-minutes a day →
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Filed Under: Websites & Tools Tagged With: email marketing, Free business tools, How to, Listbuilding, MailChimp, Opt-In, Productivity, Tools, Tutorial

How to create a simple freebie from blog content

November 9, 2016 by Val Cline Leave a Comment

Let me show you how you can create a simple freebie using your blog and MailChimp to grow your email list. This technique is often called a content upgrade.

Firstly I'll tell you what a content upgrade is if you don't know what that is! A content upgrade is something you can offer readers that complements your blog post and adds value. Your visitor will join your email list and get the free complimentary content.

It works like this:

  1. I read your blog post and find it provides a lot of value
  2. Within that blog post, you offer me extra content that I know will help me
  3. I give you my email address and you send me the bonus content!

That's a content upgrade and many people think you just can't do that with MailChimp and you can. And you can do it with the free version!

Now, this tutorial may look long but that's just because I want it to be super clear for you to follow. The fact is that once you do this once you just need to copy and paste to create more.

[**Please note that MailChimp has changed many things since this was posted. You may still find some concepts useful as the basics here still work, but you will have to locate tasks in new menus within the changed MailChimp interface]

create and track downloads from email signups with MailChimp and popup ally

How to create a simple freebie with the Free version of MailChimp (and track what your subscribers download)

 

Why track?

In this case, I'm going to show you how to track what each of your email subscribers downloads, and where on your website they joined your email list using the free version of MailChimp. First, you will create an email list for each of your downloads and track where. Within that list, you can track exactly where your subscriber downloaded that content.

Say you created a handy guide to awesomeness that people love. Of course!

You might want to offer that in many places on your website. Maybe you have it available in your website footer, your blog navigation and in blog posts where it complements the content you're blogging about. Now you'll be able to track where each subscriber downloaded that content and from that information, you know more about them and your audience.

Nice.

If you decide to use the paid version of MailChimp you can do a lot more with the tracking feature I'm going to teach you how to use but it isn't necessary for what I am teaching you today.

Create a list and signup form for your new simple freebie

Create a list for your content upgrade and call it something intuitive like "Keys to effective meditation"

Then go to “Signup forms” -> "General forms" -> “Create forms” -> “Signup form” to create your form
Create your form with the fields you want to collect information

signupform1

signup2

Add tracking!

  1. Add a new text field (choose “text” from right-side form options). You are creating an invisible place to collect the location information you want to track. In this case, where did people SIGNUP?
  2. Give this field the following options:
    Field Label: "SIGNUP"
    Field Tag: "SIGNUP"
    Visible: check this off
    Default Merge Tag Value: Give this a one-word intuitive description of WHERE you will be placing this form to collect subscribers and  content download like the name of your BLOG POST “7MeditationsForStress”
  3. Save your form

text1 mergefield

Link to your ThankYou Page

  1. Head over to the “Forms and response emails” drop-down and select “Confirmation thank you page” and paste the URL for your thank you page

thankyou1

Create your final welcome email with your simple freebie

  1. Under “Forms and response emails” click on “Final welcome email”
  2. Make sure you check off the box under the drop-down that says “send a final welcome email”
  3. Put whatever you want to say here in your welcome email and link to your download. To hook up your download do this:
  4. Type something to link to like download your free 7 Meditations For Stress Now!
  5. When you create the link choose “file” from the options. You will be taken to your uploaded files to choose one. You can upload a new one here as well, then choose it and the link will appear in the available box. Then click "INSERT".

welcomeemailfileupload

Before you leave MailChimp, go to “Sign up forms” -> “Embedded forms” and copy the code.

embedform pastecode

Put the form on your website with PopupAlly (or any other email form plugin)!

I recommend PopupAlly because it's the most flexible email plugin I've worked with.  This plugin gives you a lot of control and if you want to use the tracking I am teaching you will need some control that not all email plugins give you. You don't need to use the tracking if you just want to simplify things now and just go for the content upgrade know how.

If that's all you want, use any email form plugin. MailChimp even has one.

Now install PopupAlly: go to your WordPress Plugins page and search for "PopupAlly" and install.

Here's how you paste the code into PopupAlly and create your content upgrade form!

Once PopupAlly is installed

Look for PopupAlly in the left side menu of WordPress and click on it.

Now you will create a new popup (all email forms are called popups in PopupAlly so don't worry this isn't going to be a popup!).  ***I'm using PopupAlly Pro -but the steps are the same!

In Display Settings

You start in the "Display Settings" (the gears icon on the top left).

  1. Give your new popup a meaningful name like "7MeditationsForStress-upgrade" by clicking on the little area (pencil icon)
  2. While you're still in "Display Settings" there are two tabs at the top once called "Popup" and the other "Embedded opt-in". Click on "Embedded opt-in"
  3. Check the box under "Make this opt-in a part of the page?"

pa-1 pa-2

In Style Settings

Go to the "Style Settings" (the paint pallet icon on the left under the gears).

  1. Paste in the MailChimp HTML code you copied from MailChimp, in the box that says "Sign Up HTML".
  2. Make sure that "Information Destination" is set to "email system with opt-in form"
  3. Customize your form ->Go to the "Popup Template" section and choose "Express yourself" as the template.
  4. Edit the "Background color", "Headline text", "Headline Style color" "Subscribe Button Text" & "Subscribe Button Color".
  5. Hide the name field if you have one in your form to make this nice and compact. Statistically, more people fill out forms that require only the email field. Check off the box here: "Hide Name Input Field"

pa-3 pa-5

Check how it looks on mobile in the "Style Settings" (the gear in the top of the left menu). You can click tabs for Desktop, Tablets, and Mobile Phones to see how your form looks on each.

Changing the "Popup Box Size" width, usually, fixes anything that looks odd here. You can always turn it off for mobile if you have a lot of text that you want to keep and it just looks odd on mobile. You can turn it off for mobile by going into the "Display Settings" (the paint pallet 2nd down on the left menu) and checking off the box under "How to stop showing this popup" next to "Disable on Mobile Devices".

Hit "Save Changes" that's the orange button at the bottom of the page!

You can edit more but these are the basics.

Go to your blog post and test out the form you've created!

Choose a spot in your blog that makes sense to offer your additional content and paste the short-code for your form created in PopupAlly there.

Grab your shortcode from the "Display Settings" in PopupAlly

grabshortcode grabshortcode2

The shortcode is always the same but the ID is specific for the form you've just created.

Now you can track where your subscribers came from!

Now that you have your form on your blog page with your content upgrade you can see who signed up for what with the hidden field you created. In MailChimp you will see all your downloads under your SIGNUP label. I used a different label for mine called "Signup from location", yours will say "SIGNUP".

In the example, below I can see who joined my list by downloading a freebie I called The Website Purpose Map, WPM for short. This is what it looks like in MailChimp:

tracking1

 

Last but not least you can automatically copy subscribers from your content download lists to your main list by creating a quick Zap in Zappier.com. This is an automation tool that will copy new subscribers from list "x" to list "y".    Here are instructions from Zappier how to setup a workflow that will copy subscribers from one list to another automatically.  It's easy.

Here are some of my current zaps. Have fun!

 

zaps

I hope you enjoyed this tutorial. There are many ways to increase your email signups. Content upgrades are just one way.  If you've got any questions don't hesitate to ask.

 

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Filed Under: Business Strategies, Websites & Tools Tagged With: email marketing, Listbuilding, Optin

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