ConvertKit Plug-In for WordPress: Quick Start
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ConvertKit Plug-In for WordPress: Quick Start

August 9, 2019

– You wanna start
capturing email addresses on your website with ConvertKit, but you’re just not quite sure how to code it or to make it happen. Using the ConvertKit plugin
for WordPress makes it super simple to capture
your website visitors. And in this video I’m gonna
show you exactly how I did it. First things first,
you wanna make sure you log on to the backend of
your WordPress website. And then you’re gonna
head on over to Google and just type in ConvertKit plugin. Once you get that, you’ll
go to this WordPress dot org page and just
download the program. Then you’re gonna come back to your dashboard within WordPress, and we are gonna go ahead
and install a new plugin. So we’re gonna add a new plugin. I’m gonna go ahead and upload. Choose my file that I just downloaded. Activate your plugin. And then we’re gonna go ahead to settings and click on ConvertKit. The next thing we need to do is essentially activate this plugin. So you’ll need to get your API Key and your API Secret from ConvertKit. Okay, so you’re gonna
go over to ConvertKit. And then underneath your account settings you’ll find your API Key. And you’ll go ahead and
copy that and then bring it over into your WordPress
dashboard, paste it. And then if you wanna go
ahead and grab that Secret you’ll just click this show
button, grab that real quick, and then come on over and
paste that in as well. Alright, for the debugging,
that’s completely up to you, you can check
that box if you want. I just tend to leave it to the default. And then click save changes. Alright, so we’ve got our settings here, and we need to pick a default form. So the plugin asks for
a default form that if you wanna do sort of
an end of the blog post type of thing that it’s
going to default to. So you can have it, you
can keep it at none. Or you can go and say okay
ConvertKit tag worksheet. Alright, so I’m just gonna
pick that one for now. Save and we’re good. Now, the beauty of all of
this is that you can override, so this is just, it really doesn’t matter what you pick here for your default form, because you can override this at the blog post level no problem. Okay, so I’m gonna show you an example. So if you go to a post,
I’m gonna add a new post. So I have an example post here. I’m gonna type in, this is a blog post. Okay, so in order to change the form that I want to show at the
end of this blog post, I’m gonna scroll to the bottom. And this kinda depends on
what theme you’re using, other plugins. But you’ll find a little
box that says ConvertKit. And it has very english instructions here. But you’re basically gonna choose default, which is that form that I specified within the ConvertKit settings. Or you can pick none
if you don’t want one. Or you can pick a
different one if let’s say you want something else
for this particular page. You can also apply a tag to
any viewers of this page. I’m gonna go over this in just a second, but that’s the way you also do this and I’ll show you how that works. I’m gonna go ahead and publish this post. You can see that it has this form here. It is actually not this form that I picked is not actually formatted. So if I go back and I keep it at, let’s see what it looks like
if I keep it at default. And you can see here at default this is what it looks like. It has that get my worksheet. Again, this will pull from exactly what you have in ConvertKit. So if you’re using a minimal sort of form like this you may need to put some copy at the end of your blog post to make it make sense as to what you’re asking them to opt in for. Or if you use one of the other forms that have a little bit more context in ConvertKit that’s fine too. But it will pull from whatever you want. And if you don’t want any post you would just click, if you don’t want any form you would just click none. And then this looks like with none. I will say right now, this box right here in case you’re getting confused is not actually ConvertKit, this is a popup ally box that we have set in there. If you’re interested in something like that I will include a link to a popup ally that does work with ConvertKit if you want something a little bit more designed. So the next thing I wanna talk about or show you is the ConvertKit widget. So if you go to Appearance and you go to widgets, you can see that we now have a ConvertKit form as an available widget that you can put in your area. So let’s say that I wanna
add this to my sidebar. I just drag this over to my sidebar, and then I can give it a
title or I can put that blank. And then, let’s say I do that ConvertKit tag worksheet again. Again, it’s gonna pull from
exactly how it is in ConvertKit. So if you have a minimal form especially, there’s not gonna be any
surrounding context around it. So and then if we scroll down here you can see now that form is
showing up in my sidebar. And you can do that, you
can put this ConvertKit form into any widget area depending on your theme and how your website is set up. And the last thing that I wanna show you that you can do with
the ConvertKit plug in, and this might be one
of the kind of coolest or sophisticated things
you can do with it, is by showing certain content based on if someone has a tag in
your ConvertKit system, and also applying a tag if
they visit a certain page. Now there’s a couple things you have to do to get this set up. The first thing you wanna do is go over to your ConvertKit and you’re gonna wanna click on your, underneath your account info, you’re gonna
wanna click on email. Scroll to the bottom and
you wanna make sure that this advanced box is checked where it says add subscriber id
parameter in email links. And this allows WordPress to look at that subscriber and say yes they have this tag, they can see this special
content that you have set up, and I’m gonna show you in a second. And, or it’s going to say hey they visited this page apply this tag. Okay, and that will only work for links from your newsletter or from emails, but it can still be
really powerful in terms of what pages people have visited, if they have that parameter link attached and they click around to other
pages on your site as well. Okay, and then save that if
that’s not already set there. Now you’re gonna come
back to your post and the first thing I wanna show
you is the more simple, and that is when somebody clicks on this post they get a
certain tag applied, okay? So you’re gonna scroll
back down to the bottom in that ConvertKit box that
I talked about earlier, and you’re going to pick whatever
tag you want them to have. So if I want to apply
the tag dominate your day when they come to this
post, then I would do that. Where this comes really in handy is around specific categories that
you have with your posts. Whether it’s blog content or podcasts or whatever it might be, you can start to see which things a are more powerful, but also seeing what people are visiting when they’re clicking
through into your website. So you can apply one tag. Right now it’s just one tag. And in my opinion that’s perfectly fine, because what you could in theory do, and this is where my little creative brain wants to kind of think about all the different possibilities, is you could have a category of your tags that says pages visited and then you have this for blog posts about ConvertKit example. And then if you wanted more
tags to be added you could always set up automation on the backend. Getting a little bit complicated there, but really the possibilities
are endless with this. And it’s a really, really
cool and easy functionality. Alright, the other thing
I wanna show you is how to show our high
content based on a tag that someone has. You might want to only show something if they have a special tag
so that they can see it. So, we’re gonna click
on this little envelope that says ConvertKit custom content, and you’re gonna just pick
this one, our double it, put that in there, alright. And then if they have that tag, alright, they will see this information in here. So what that means is
if they have that tag, they will see that
information inside of these two brackets. If they don’t have that
tag they won’t see it. Again, possibilities are endless here, but that is just one way to add a little something extra to your posts and the content you want your subscribers to see. And you can see in this example, my user here does not have this tag, and, or I haven’t clicked through so I don’t see that information there. So it could even be something like you get a special 25% off because you are a valued customer. And then they would only see
that if they had that tag. So again, possibilities are endless, but just wanted to show you a couple ways that you can start to add a little bit more sophistication to some of your email marketing and your website. So hopefully this video was helpful. Easy peasy right? Go ahead and download and
install the ConvertKit plugin, I’ll put a link right below this video. So you can go ahead and start capturing your website visitors, and showing custom content
to your loyal readers. If you like this video and you want more tutorials on ConvertKit be sure to give us a thumbs up and subscribe here on YouTube so that you
never miss another video. And if you don’t yet have ConvertKit what are you waiting for? Go ahead and get a free 30
day trial on us by going to small business boss
dot co slash ConvertKit. And I’ll put that link below as well.

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  1. Are you using ConvertKit for email marketing? What do you love about it? Are you using the ConvertKit Plug-in for WordPress?

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