Video Tutorial, ConvertKit

How to use Link Triggers in ConvertKit to Allow Subscribes to Skip Registration Pages

I’m back with a NEW ConvertKit tip because #iloveconvertkit.

Today I want to teach you how to use link triggers in ConvertKit to make things crazy easy for already-existing subscribers. Obviously there are 1.493723 billion things you could use a link trigger for so this is just an example.

Today I want to teach you how to use link triggers in ConvertKit to make things crazy easy for already-existing subscribers. Obviously there are 1.493723 billion things you could use a link trigger for so this is just an example.  Let’s say you’re hosting a webinar and you want to send an email to your list telling them about it and asking them to sign up but because they’re already on your list (aka, already given you their email address, name, etc) they could really skip the whole sign up page thing.  |  Think Creative Collective

Let’s say you’re hosting a webinar and you want to send an email to your list telling them about it and asking them to sign up but because they’re already on your list (aka, already given you their email address, name, etc) they could really skip the whole sign up page thing.

What you’ll do is go in to ConvertKit and create a new automation [very top blue bar, click automations].

So, you’ll just click the “add rule” button as shown above and create a new rule where

If a link is clicked, they’re added to a form (sequence or tag).

Something super important to remember here: you want to send the people who click this STRAIGHT TO a thank you page. So, in my example, I say if the link is clicked that I’m calling “TCC Test post” which goes to my webinar thank you page for a webinar I’m doing, then add them to the form “webinar” that corresponds.

Now, you’ll just go in to your broadcast and link some text or a button or whatevs to this link trigger and waa-laa, when they click it, they don’t see the registration page but they’re automatically registered for the awesomeness that you’re putting out.

This is a crazy easy tip that will make you look like a ROCK STAR to your subscribers...honestly.

Piece of cake.

Want the video? Here ya go!



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Email Marketing, ConvertKit, Video Tutorial

How to Import Subscribers from MailChimp to ConvertKit

Jessica here again, ConvertKit and business tech guru, with another lesson straight out of my ConvertKit Mastery eCourse.

This same method will work for any other systems you want to import from – the first steps may just look a little different.

Let’s get started.
 

1. Go into MailChimp and click on “lists”.

2. Find the list you want to export and click on it.

3. Then at the top, click “export”.

4. This will show you a different screen and tell you that your export is processing. Depending on the list size, the processing could take anywhere from 30 seconds to 24 hours, so just check your email or refresh the page until you see that it’s complete and you can export it as a CSV file.

5. Download the file and go ahead and unzip it (on a mac you can just double-click to unzip).

6. Log in to ConvertKit and go to “subscribers”, then click on the “import subscribers” button on the right.

7. Now you’ll tell ConvertKit what tag, form or segment you want to put these subscribers into and drag the file from your finder window over to the designated space.

8. Once the CSV file has loaded, you’ll tell the system what fields to match with what field in ConvertKit. In this example, I matched first name and email and left the rest blank, as I really didn’t need the other fields.

9. Then, just click “import subscribers” and you’re done!

ConvertKit will tell you that it’s going to email you once the import is complete. This means that it won’t happen automatically, but those subscribers will go into whatever tag, segment or form you told it to put them into.

I know, pick your mouth up off the floor, that was crazy easy, right?

Now, if you’re wanting a video version of this - you can view that on TCCtv below.



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ConvertKit, Video Tutorial

How to Create Customized Quote Boxes in ConvertKit

Well, howdy TCCers, are you all over your post-Christmas hangover by now or are you still in full-on “no biz mode”? Well, I’m sorta hangin’ somewhere in the middle, trying to recover and get some work done.

If you’re not super familiar with me, you may not know that I have an eCourse on ConvertKit that I sell over on my website so I welcomed the chance to share a little sneak-peek with you over here when Emylee and Abagail asked me to!

If you’re not super familiar with me, you may not know that I have an eCourse on ConvertKit that I sell over on my website so I welcomed the chance to share a little sneak-peek with you over here when Emylee and Abagail asked me to!  One of the things I hear complaints about the most is not being able to make ConvertKit pretty, BUT, lemme just tell ya, you don’t really want those pretty templates because they will crush your delivery rates, BUT I completely understand wanting at least a little pretty in yo’ life. I’m walking you through how to insert a little smidge of code into your ConvertKit email template to create really pretty boxes within your emails. | Think Creative Collective

One of the things I hear complaints about the most is not being able to make ConvertKit pretty, BUT, lemme just tell ya, you don’t really want those pretty templates because they will crush your delivery rates, BUT I completely understand wanting at least a little pretty in yo’ life.

So, enter today’s tutorial.

I’m walking you through how to insert a little smidge of code into your ConvertKit email template to create really pretty boxes within your emails.

Alright, first-things-first:

Open ConvertKit and go to “Account > Email Templates”

Now, scroll down to the template you want to customize (you can only have one style of this box in each template so if you wanted different looks, you might just want to create different templates) and click on it.

 

Ok, now, grab the code below…

 

<div class="codeview">blockquote {
background-color: #f9f9f9;
padding: 20px;
text-align: center;
border: 10px solid #fff;
color: #595959;
outline: 2px solid #f9f9f9;
}
</div>

This code will produce a box that looks like this

 


background-coloroutlinecolor

 

There are a ton of ways you can customize this but let’s keep it simple for the purpose of this post, k pumpkin?

Alright, now, moving on;

You’ll take the code I gave you above and paste it inside your template:

You’ll want to make sure that it’s placed somewhere between the beginning “<style>” tag

nd the ending “</style>” tag.

You’ll notice the screenshot above has my code pasted in after some other code, that’s ok, just as long as it’s between these style tags.

Alright, now, you can customize the hex #’s and other code to your heart’s content and hit “save”.

We’re basically done, but let’s go test it out!

Head in and create a new broadcast inside of your account, making sure that you have the correct template selected to use.

Type out your content and then select the text you want to be inside this box; head up to the top formatting bar and click on the “paragraph” button and select “quote”.

Now, you’ll have a box inside of your broadcast customized just like the code you put in there with that selected text in it.

I changed mine to be pink with a pink border and white text, so it looks like this:

Now, just send your broadcast as normal.

You.are.done.baby!



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ConvertKit, Email Marketing

All About ConvertKit: Why We Chose This Email Marketing Provider Over Infusion Soft, Aweber, MailChimp and Ontraport

A few weeks ago we shared with you that we were leaving MailChimp (if you missed that post we recommend starting there). We also outlined the pros and cons of a lot of big name email marketing contenders such as InfusionSoft and Aweber. However, when it came down to it, we decided to invest in a brand new, small (but growing), relatively unheard of company called ConvertKit. Spoiler alert: it was the best decision ever. 

Why We Chose ConvertKit as Our Email Marketing Provider

First, let us reiterate that there is nothing wrong with MailChimp and we still highly recommend it to newbies and beginning business owners. We were on the free plan that MailChimp offers for about 7 months before upgrading to the paid plan (in order to unlock automation) and didn’t consider leaving until we had been with MailChimp for almost a year. To give you an idea numbers wise: we were at 0 when we first started MailChimp, about 2k when we upgraded to automation and about 4k when we left (not counting any duplicate subscribers). 

Why We Left MailChimp

Let’s go into a little bit more detail about why we left so we can really highlight an amazing feature that ConvertKit offers. When you use email marketing to grow your business you’re not just worried about getting people on your list, but also the right people. You’re also concerned with talking with those people and offering them things in the way that best suits them. For example: if someone is on your list and also signs up for a workshop that you offer you might want to talk to that person about signing up for future workshops, however, if a person is on your list but never signed up for your workshop you might not want to continue talking to them about workshops (if they’re uninterested they might unsubscribe from your entire list). By being very clear in your messaging you are able to give people what they want….and not give them what they don’t want. 

This scenario was possible to create in MailChimp, however, it was very cumbersome (lots of moving pieces) and it ended up giving us an inflated subscriber count (people would be counted as multiple subscribers if they were on more than one list, even with the same email). Personally we have at least one webinar per month, multiple opt-ins, and a membership program. We were getting a lot of lists and one single subscriber could be counted up to 14 times (no bueno).

MailChimp says they have “groups” and “segmenting” but it doesn’t work how you think it would. They make your subscribers do the deciding when they’re opting in to your list. For example: on your opt-in form you would have a checkbox for your subscribers to choose “interested in webinars” or “not interested in webinars”. Personally this didn’t work for our brand and it most likely won’t work for yours. 

This is where ConvertKit prevails. This is what made us “give up” some features that MailChimp offers because it’s truly that valuable. Inside ConvertKit all your subscribers are technically on the same giant list, but they are organized by “tags” and per the form they opted in on. So for example: if you opt-in for our “Become a Pinterest Badass” webinar you will be on the “Become a Pinterest Badass” Form and “Interested in Webinars” tag all automatically. We can then send emails only to those who are on that form and/or tagged as “Interested in Webinars”. This way we don’t bother our main list who might be made up of a lot of people who are not interested in webinars. 

ConvertKit also offers what’s called “Link Triggers”. These are amazing tools and can be used by every type of business. For example: if a subscriber opens an email then clicks a link to purchase your planner, but doesn’t purchase you can send an email reminding them about the planner or offering them a discount to incentivize buying. Whoa.

What We Gave Up

What about the features we “gave up”? We put those in quotes, because we don’t actually feel like we gave anything up, but it might seem like that to someone who is new to email marketing. One thing MailChimp has going for them are beautiful templated emails. We had a custom designed email that we sent out to our list and man, it was pretty. But here’s the zinger. It was never getting opened (well not never, but not that often). Because it had so much design in it Google saw it as spam or promotion so it got sent to the wrong tab nearly every time. We’re more likely to open and actually read (because we are human) an email that looks like a real email (like one from your mom) versus an email that has a lot of headers, images, lines or blocks in it. We’re all about higher open rates, baby. 

Also, MailChimp’s dashboard is super pretty to look at and it’s easy to use. ConvertKit is a breeze to learn, but it doesn’t look as “nice”. This is irrelevant, however, with everything else we’re gaining.

Here’s What Else We Love About ConvertKit

  • Amazing customer service: they email back within hours and have a private Facebook group for customers for you to ask questions
  • We’re saving time: since we don’t have a template to fill in every time we send an email we actually spend less time typing one up (think 15 minutes instead of an hour)
  • Higher open rates: we’re landing in the “Primary” tab on Google now so more people our seeing what we’re sending (novel idea!)
  • More subscribers: we’re able to target our forms for each and every offer now since we’re not worried about duplicate subscriber count (in the 30 days since we’ve been with ConvertKit we’ve jumped 2k subscribers)
  • More subscriber analytics: we can see where each individual subscriber is coming in from even if they have the same tag (i.e. our general list opt-in is on multiple pages on our website so now we can see which page is converting the highest). We can also see what other tags or forms they’re on and how active they are (are they opening emails)

How Much Does It Cost?

So let’s talk about the cost. When we were at MailChimp we were being charged $75/month because MailChimp thought we had about 3k more subscribers than we actually had (remember the multiple counting). We decided that the $79/month price tag for ConvertKit was a no brainer since we were actually getting more benefits with them. If you have less than 1k subscribers ConvertKit will only cost you $29/month.

Deciding to invest in email marketing was a big deal for us. When we upgraded to the paid version of MailChimp it was to unlock automation and we knew how powerful that could be for our business. For a while we felt stuck as to where to go next, because the big name people (InfusionSoft or Ontraport) are very, very expensive and kind of a pain to learn. We wanted something that was easy for us to manage (we are still a two-woman team), but robust enough for us to grow into. We found all of that with ConvertKit. 

If you’re interested in making the switch we’d love for you to check out ConvertKit. If you’re ready to buy make sure you click this link because we love them so much we became affiliates. Basically when you buy through that you’re funding our Starbucks addiction so everyone wins. 

If you’re on the brink of being able to switch, we’d love to cheer you on and help you get over the crest! Leave a comment and let us know what you need to happen to be able to make the switch. 


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MailChimp, ConvertKit

We Are Leaving MailChimp: Our Other Options For Email Marketing

You’ve heard us preach about the amazingness that MailChimp is for small business owners. Heck we’ve done several blog posts about it here, here and here. We still stand by this. There’s just one thing we’ve got to tell you. We’ve left MailChimp. 

We are leaving Mailchimp! | Think Creative Collective

Yup, you read that right. Why you might ask? Simply because of growth and opportunity. Two things were happening with MailChimp that we didn’t like so we started to see what our other options were. Below, we’ll share with you the reasons why we left MailChimp, features of other top email service providers, and who we ultimately went with. 

So here’s the deal: investing in email marketing is good for your business. Like, $44-back-for-every-$1-spent kind of good according to Direct Marketing Association 2013 Statistical Fact Book. When we first started with MailChimp, however, there were key features that we were not getting that we didn’t even know how to use. You don’t know what you’re missing until you know what it is, right? Like targeted segmenting. (MailChimp says they do this, but trust us, it is not true). 

We were also getting charged for multiple subscribers who were the same person. For example: if you signed up for Main List + Webinar List + Ebook List you would count as three people even if you used the same email. So eventually the more lists we had (to target our followers) the more times one person could be on more than one list. We were constantly being upgraded to the next highest plan every time we offered something new to our audience. No bueno. 

So we started looking around. Below we’ve broken down the top email service providers and their key features and pitfalls. We’ve also created a handy chart for you down at the bottom.

MailChimp

  • $50 a month for 5,000 (some could be duplicates)
  • automations, series
  • can’t specifically target on the back end (they call it segmenting or grouping, but it’s your subscriber who has to decide which category they fall into not an automatic process)
  • drag and drop templates
  • e-commerce connectivity
  • phone app

Bottom line: MailChimp was great to grow with. It was easy to use and beautiful. However, we started to find that our emails were getting sent to the Promotions tab or worse the Spam folder (no bueno). Their customer service is slim to none (chat box is hit or miss with someone helpful and they take days to respond to your email without really answering your question). Once we hit 5,001 subscribers we knew it was time to go. 

ConvertKit

  • 30-day refund policy
  • $79 a month for 5,000
  • responsive opt-in forms - allows you to have as many opt-in offers as you want
  • landing pages
  • automation and segmenting (easily exclude purchasers)
  • no templates (which leads to higher open and engagement rates)
  • personalized email no longer lands in the “promo” box - unlimited everything (Forms, Courses, Landing Pages, Automation Rules, Emails)
  • personalized support team (Nathan Berry - the founder - often answers our emails when we have questions, now that’s customer service)
  • no e-commerce integration yet, but you can easily target people who already purchased vs haven’t purchased in your emails

Bottom line: this is who we switched to! Once we realized that MailChimp wasn’t the only one double counting your subscribers and that their segmenting was not how we needed it to work, we wanted to get straight answers from people. We emailed ConvertKit and asked if we could schedule a call. We hopped on the phone with the creator of ConvertKit to pick his brain. He explained to us their powerful “tagging” capabilities and how that led to no one being counted more than once (with the same email). He also eased our minds that we’d be switching from cute, designed and beautiful templates to plain text emails and how that actually benefited us (hello, higher open rates). We’ve since emailed and gotten responses within hours (even on a Sunday) from the creator himself. We are so pleased with the transition and excited for our future email marketing capabilities. Interested in making the switch? 

Constant Contact

  • free trial for 60 days
  • $60 a month for 5,000 for basic $85 for plus
  • 1 user with basic 3 with plus
  • free custom template with plus 
  • automation only with plus
  • FB promotion with plus
  • customer surveys, collect donation, register for events and track coupons with plus
  • real live support (personal experience their support is AMAZING, you get your own rep)
  • e-commerce integration with third party

Bottom line: We actually used Constant Contact last spring during their free trial offer so we can speak from experience. First, of utmost importance their customer service is ah-mazing. Like you hop on a call with a team member who walks you through all of their features and helps you grow. You get your own team member to email or call at anytime (literally they told us to call that number if we were struggling with something for more than 1 minute). They also have some pretty cool Facebook Promotional features to help grow your audience on that channel. We ultimately didn’t want to pay for a service at the time (we still weren’t paying for Mailchimp). They also don’t have great targeting features like ConvertKit has.

Aweber

  • 30 day free trial
  • $69 a month for 5,000
  • automation and segmenting
  • customer support (call chat or email 7 days a week)
  • 700+ templates
  • ecommerce integration with third party

Bottom line: We’ve never personally used Aweber, but word on (the internet) street is that their customer service is amazing. It’s also been said that MailChimp doesn’t particularly like you sharing affiliate links with your audience, but Aweber supports it. So if you’re monetizing for your business you’ll want to consider a switch. Aweber also counts your subscribers as multiple if they are on multiple lists and even counts a unsubscriber until you manually go in and delete their record. 

Get Response

  • $49 a month for 5,000
  • landing pages and autoresponders
  • webinars 100
  • 3 users
  • 24/7 chat, phone support, email support
  • drag and drop editor
  • CRM and e-commerce
  • try free for 30 days
  • email templates
  • app for phone
  • double count subscribers 

Bottom line: Get Response double counts for your subscribers just like MailChimp does. That’s enough to not use them in our book.

Active Campaign 

  • $113 a month for 5,000
  • 14 day free trial
  • no app
  • chat and email support
  • 3 users
  • email templates
  • drag and drop design
  • autoresponders
  • ability to integrate e-commerce with API 
  • plus features gets you
  • custom domain
  • custom branding
  • 1:1 training
  • SMS marketing
  • 25 users
  • automation

Bottom line: It seems expensive for not that many different features. 

Infusion Soft

  • $299 a month for 5,000
  • 4 users
  • have to pick either sales automation OR e-commerce
  • difficult to learn and manage
  • Infusionsoft helps streamline the way you market to new customers by automating lead capture and follow-up. Trigger personalized communications based on email sends, opens, clicks, form submissions, and payment history, so you know messages will be timely and relevant to customers' needs.
  • Set up online shopping carts and manage your online store, inventory, fulfillment and billing from a single system. Plus, create discounts, subscription plans, and promo offers to sell products or services.
  • training is $199
  • 24 hour chat webinars, user guides
  • phone app: "simple but not very useful" Apple Store Review

Bottom line: Hella expensive, yo. We’ve heard this is quite the powerhouse of email marketing (like all-in-one sort of deal) so it’s no wonder that there’s quite the learning curve. We haven’t personally dove in o InfusionSoft (no free trial, just a demo) so we can’t speak from experience but we’ve heard most people hire someone to manage their accounts because of the complexity. Also, big names (like Pat Flynn of Smart Passive Income) with lists with over 135,000 subscribers left Infusionsoft (and Aweber) to come to ConvertKit. So, yeah we think they have room to grow.

So we can't exactly just do a whole post on email providers and not give you an opportunity to hang out with us! So if you are interested, there is some pretty awesome stuff waiting for you on the other side.

Before ya go, we have something extra just for you. Want to watch our quick scope that we did yesterday talking more about the awesomeness that is Convert Kit? You can watch that here, plus here all about how the process of making the switch. Head here to read more about if Convert Kit is right for you. (That is an affiliate link so if you're switching we'd love the be the ones they thank)! 


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