How to create a sign-up form with Convertkit

june 24, 2023
elias yosofi

Are you looking for a tutorial on how to create a sign-up form with Convertkit? If so, then you will love this tutorial.

Convertkit has an easy-to-use and powerful form builder allowing you to create engaging forms with ease.

You can create various types of forms with this platform, but popup forms(modal) are the most effective way to capture leads. They catch attention and give visitors a clear call to action.

Let’s get started!

How to create and design a form

1. Click Grow in the menu bar and go to Landing Pages and Forms.

2. Click Create New

3. Select Form.

4. Select Modal.

5. Choose a template. Pick something close to what you want to create. If you don’t have anything in mind yet, choose Charlotte.

1. In the General styles tab, you can edit the background image, background color, and add custom CSS.

2. To add fields to the form, click on the plus icon and configure the form settings In the Custom Field tab.

3. To reorder the fields, hover over the fields and drag and drop the fields to reorder them.

5. Click on Built with Convertkit and uncheck the box in the side menu to remove the Conertkit badge.

Configure rules and timing

1. Click Settings

2. Edit the Success message.

3. if you want to redirect your subscribers to a custom success page, select Redirect to an external page and enter the URL for the page.

4. Now, you must decide which action triggers the popup. We recommend turning on Timing with a 5-second delay to turn interested visitors into subscribers or Exit intent to win back uninterested visitors.

You can make the trigger link triggered, this can be effective if you want to have a subscribe button on your website or page.

5. And finally, specify on which device this popup should be shown and how often a repeat visitor should see the popup. We recommend leaving the visibility and frequency settings as it is.

Edit confirmation email

1. From the settings, go to Incentive.

2. To keep your email list clean, it is recommended to have incentive email enabled.

3. To edit the content of the confirmation email, click Edit Email Contents and customize the email.

4. Enter the URL your subscribers should be redirected to once the email is confirmed. If you have a custom success page, enter the URL in the field, and If not, leave it as it is.