How To Create Optin Forms Using LeadBoxes in 7 Easy Steps

So you want to create optin forms…

Well guess what:

You’re going to need a tool to create them.

Have you heard of LeadBoxes?

It’s run by LeadPages, a popular company who makes high-quality landing page software.

 

How To Create Optin Forms Using LeadBoxes

 

Here’s the deal:

I’ll show you the simple steps to create optin forms using a LeadBox.

I can confidently say, it will have a signup (conversion rate) of 70%+.

Does this sound good?

Great…

…it’s really easy to do.

All YOU need to do, is follow along and create your optin form using a LeadBox.

Easy 🙂

Let’s jump in!

 

New! Video Tutorial/Live Demo of Setting Up LeadBoxes and ConvertKit

 

In this video tutorial, I walk you through step by step on creating optin forms with LeadBoxes and integrating the signup process with ConvertKit.

It’s super simple and this will take you from step A to B in 20 minutes! Well worth it if you’re serious about growing your blog.

Enjoy 🙂

 

Step 1 – Get a LeadPages Account (14 Day Free Trial)

If you have a LeadPages account, skip this step.

Everyone always says growing your email list is very important.

And guess what:

They’re damn right it is.

That’s where LeadPage’s LeadBox’s comes into your life.

It’s a tool that helps you create insanely modern and high performing optin forms.

High conversion rates baby!

LeadPages (which includes the LeadBoxes tool) starts at $25/month.

 

 

It get’s better:

I’ve hooked you up with a 14 Day Free Trial. This way you can test it risk-free and see if it floats your boat.

 

Click Here to get LeadPages 14 Day Free Trial [full disclosure this is an affiliate link – I only promote products I am familiar with and personally use]

 

 

Step 2 – Create a Lead Magnet

Before you create optin forms.

You need a lead magnet.

This will be a reason why someone should give you their email address.

In simple terms, it’s a freebie they can download.

Everybody LOVES freebies.

 

 

Popular lead magnet ideas for bloggers are:

  • Mini course
  • eBook
  • Cheatsheet
  • List of things
  • Case study
  • Webinar Signup

 

Once your blog reader signs up and gives your their email address, you will then send them what they signed up for.

If you just say “Please subscribe to my newsletter” to collect emails, it just won’t cut it buddy. People want a reason for them to give their email address away and a damn good one too.

Also, because you’ve given them a reason, you know they’re interested in that specific topic — this makes it a lot easier to market your product later on, such as an online course.

Here are some example lead magnets that kick ass:

 

p.s. you’ll see my lead magnet later on in this post. Let me know if you spotted it in the comments!

 

Lead Magnet Example - Post Template

 

Lead Magnet Example - Checklist SEO

 

Lead Magnet Example - Neil Patel

 

 

Step 3 – Create Your LeadBox

Creating a LeadBox is easy.

Even for you non-techies out there.

After you’ve signed up for LeadPages (Free 14 Day Trail Here)

Navigate over to the login page https://my.leadpages.net/login/

Enter your account details.

LeadPages Login

Click the ‘LeadBoxes’ button located on the Navigation bar (top left-ish).

How To Create Opt-in Forms Using LeadBoxes - Create a LeadBox

 

Next, click ‘Create LeadBox’. This will launch the LeadBox interface.

 

How To Create Opt-in Forms Using LeadBoxes - Create LeadBox

Name your LeadBox something you will remember.

For example, I will use: Blog Optin – Blogging SEO Checklist. This is because I will be placing the optin form on blog posts, and it will be giving away a Blogging SEO Checklist.

 

How To Create Opt-in Forms Using LeadBoxes - Naming LeadBox

 

After you’ve done that press ‘Start Building’.

 

Want More Bloggin’ Tips Like This?

Join The FREE 7 Day Email Course to 10x Your Blogs Traffic


Click Here To Get The Free Training!

 

 

Step 4 – Editing Your LeadBox

Now you’re in the interface.

Want to know a secret:

The best way to make high converting opt-in forms is to keep them simple, super damn simple.

All you want is their NAME and EMAIL.

Don’t distract users from entering this information.

 

The first thing you want to do is delete the image on the right.

You may be tempted to upload a picture of what the users going to get, such as an eBook front cover…

and that is fine.

But from my experience…

…there’s essentially no need to have a picture there.

To delete the image, hover over the section, click the cog icon and then ‘Edit Section Layout’.

 

How To Create Opt-in Forms Using LeadBoxes - Edit Section

 

Next, you need to click the arrow icon (#1) in Row 1 Section to open up the contents.

 

How To Create Opt-in Forms Using LeadBoxes - Delete Image

 

Hover over the Image Container (#2 in the image above), and press the ‘Delete’ button.

 

How To Create Opt-in Forms Using LeadBoxes - Delete Image Container

 

Hive-five! You’re done.

Now it’s time to style the form, changing the text and connect the forms fields to your email provider.

Let’s start with changing the text:

Click in the text box and highlight the text.

 

How To Create Opt-in Forms Using LeadBoxes - Changing Headline

 

This opens up the text editor box, play around with it. You want to match your brand as much as possible.

For example, I use the font Poppin’s on my website for headlines, so I use the same on my form to keep consistency and trust with the user signing up.

Here’s what mine now looks like and the settings I used.

Text Align: Center

Text Size: 6

Font: Poppins

 

How To Create Opt-in Forms Using LeadBoxes - Editing Text

 

Remember, simplicity is key here.

Use a call to action in your title.

I used ‘Get Your’.

You could also use other CTA’s like: Download, sign up for, enter your email for…

 

 

Step 5 – Integrating Your LeadBox

Awesome, you’re Leadbox is looking freaky fresh.

It’s time to integrate your email provider with your LeadBox.

This tells your LeadBox where to send the users information when they sign up.

 

For this guide, I will be integrating with my favourite email marketing tool, ConvertKit.

If you don’t have an email provider, I recommend ConvertKit. It’s designed and made for bloggers and is so easy to setup and use.

Click here to get a Convertkit account.

 

In your LeadBox, click in the form area, as if you wanted to type in your email.

This opens up the form integration window on your left.

 

How To Create Opt-in Forms Using LeadBoxes - Editing Form

 

Click on ‘+ Add an Integration’.

 

How To Create Opt-in Forms Using LeadBoxes - Add Integration

 

We will be choosing a ConvertKit as our Email Marketing Services.

If you don’t see this option, do the following steps:

  1. Click More Services.
  2. Select ConvertKit from the menu.
  3. Add your ConvertKit Account’s API Key. This can be found in your ConvertKit account settings (http://help.convertkit.com/article/74-convertkit-settings)
  4. It make take a moment, but wait for your API key to be validated.

 

How To Create Opt-in Forms Using LeadBoxes - Convertkit integration

 

Next, select a form from your ConvertKit account.

Don’t have a form? Check out ConvertKit’s guide on creating a form here.

 

Pro bloggin’ tip: Name the form the same as the opt-in, to keep everything seamless and not confusing in the future.

 

After you’ve selected your form, Press ‘Done’ otherwise it won’t save.

 

How To Create Opt-in Forms Using LeadBoxes - Save integration

 

Then you can delete the ‘Lead Notifications’ integration and press ‘Next – Fields’.

 

How To Create Opt-in Forms Using LeadBoxes - Save Integration

 

Let’s delete the phone number. We don’t need it right now.

 

How To Create Opt-in Forms Using LeadBoxes - Delete Field

 

We will also re-organize the form to have the name entered first.

Simply, click the little up arrow.

 

How To Create Opt-in Forms Using LeadBoxes - Reorganize fields

 

Next, you will want to click on ‘Name’ and ‘Email’ to open up their options.

In here we can change the Label from ‘Name’ and ‘Email’ to CTA’s such as ‘Enter your name/email’.

 

How To Create Opt-in Forms Using LeadBoxes - Edit fields labels

 

Press ‘Done’ and it will save and update your form.

 

How To Create Opt-in Forms Using LeadBoxes - Save fields

 

Then press ‘Next – Follow Up’ button.

 

How To Create Opt-in Forms Using LeadBoxes - Follow Up

 

In here you will want to change the follow up to send the user to another URL.

This should be a thank you page you’ve created. It should let the user know they’ve signed up.

Here’s what mine looks like and how to setup the Leadbox.

 

How To Create Opt-in Forms Using LeadBoxes - Follow Up Settings

 

And my thank you page:

 

How To Create Opt-in Forms Using LeadBoxes - Thank You Page

 

Press ‘Save and Close’.

 

How To Create Opt-in Forms Using LeadBoxes - Save and close

 

Want More Bloggin’ Tips Like This?

Join The FREE 7 Day Email Course to 10x Your Blogs Traffic


Click Here To Get The Free Training!

 

 

Step 6 – Edit the Button Text

It’s short and sweet:

Click the button, highlight the text, and rename it to a better CTA.

 

How To Create Opt-in Forms Using LeadBoxes - Edit Button Text

 

Here are button CTA examples:

  • Sign Me Up
  • Yes Send Me The Goodies
  • Join The Free XYZ
  • Send Me The Free Training/CheckList/WorkBook
  • Sign Up For Free
  • Join Free For a Month
  • Get Started
  • Send Me The XYZ Now
  • Claim Your Free Spot
  • Click Here To Get XYZ
  • Get Instant Access
  • Access The Free XYZ
  • Yes Please, Send Me The XYZ

 

 

Step 7 – Publishing Your LeadBox

If you’ve made it this far.

You seriously are killing it.

And now guess what:

You get to publish the Leadbox to your site.

Click on the ‘Publish’ button in the top right.

 

How To Create Opt-in Forms Using LeadBoxes - Publish options

 

This will give you the various options to publish the LeadBox on your website.

Let’s use the ‘BUTTON LINK’ tab.

This is because if a user clicks the button, they’re seriously interested in your offer and will be more likely to sign up when the LeadBox opens.

Edit the button to have your brands color and style.

Click the ‘<> Get Code’ button once you’re done.

 

How To Create Opt-in Forms Using LeadBoxes - Button Link

 

You then need to:

Copy and paste that code into your website.

 

How To Create Opt-in Forms Using LeadBoxes - Get Code

 

 

If you’re using WordPress like myself, in your text editor, click the Text Box.

 

How To Create Opt-in Forms Using LeadBoxes - WordPress

 

Then paste your code into the box like so.

 

How To Create Opt-in Forms Using LeadBoxes - WordPress Paste Code

 

Then when you go back to the visual editor, you will see your button!

 

How To Create Opt-in Forms Using LeadBoxes - WordPress Visual Editor

 

And that’s it:

Don’t be afraid to explore the other publishing options in LeadBox’s too.

 

Let me know in the comments how you’re using LeadBox’s to grow your email list!

 

Want More Bloggin’ Tips Like This?

Join The FREE 7 Day Email Course to 10x Your Blogs Traffic


Click Here To Get The Free Training!