Over the weekend I officially made the switch from using Mailchimp as my email marketing service to using ConvertKit! I'd been looking at other services for a while, because I wanted something more robust than Mailchimp, and finally decided to invest in ConvertKit.
The one thing that I realized would be trickiest is making all of my existing Leadboxes from Leadpages connect to ConvertKit. The two services do work well together, but it took some research and trial and error before I figured out how to integrate the two seamlessly.
And today I want to share that with you!
NOTE: When you have ConvertKit, you don't need Leadpages to deliver content upgrades for your blog posts since ConvertKit does that for you. This tutorial is aimed at redirecting your existing Leadboxes to ConvertKit instead of a service like Mailchimp. Personally, I'm going to keep using Leadpages deliver my existing content upgrades, but it's up to you if you want to do that for your set up!
When you're inside the "Integrations" screen, make sure that you check "Other Copy/Paste" at the very bottom -- this is what is going to allow you to connect your Leadboxes to ConvertKit!
2 | Set up the Integration in your Leadbox
When you open up a Leadbox, or create a new one, the first thing that you're asked to do on the left hand column is set up the integration settings. This tells Leadpages where to send the information people enter into the Leadbox. You want to select "Other" -- this pulls up the HTML code box.
You want to create a form, not a landing page! Then you'll have a choice to make a simple form or a more complex one -- pick the more complex one, which looks like the one below.
Because people aren't going to see this form, we don't care about customizing how it looks. Instead, we want to go into the "Settings" tab for the form. Make sure that the name of the form matches the name of your Leadbox! This is going to make your life SO MUCH EASIER when you have multiple Leadboxes and multiple forms in ConvertKit.
Then you want to make sure that you uncheck the option to "Send incentive/double opt-in email to confirm new subscribers." ConvertKit will automatically check this box, but uncheck it. This means that when someone subscribes for your list via your Leadbox, they'll automatically be added without having to also confirm their subscription.
Now you're going to into the "Embed" tab for the form. This is where your HTML code lives! Copy all of the HTML code from the box.
4 | Insert HTML from ConvertKit into your Leadbox
Now go back to your Leadbox. Click on the HTML code box in the left column and paste the code you just copied from ConvertKit. When you do, all you'll see is a little snippet of it, but if you scroll up you'll be able to see the rest of the code.
Save your Leadbox and customize the rest of the form however you want!
5 | Create an automation rule in ConvertKit to tag anyone who subscribes from that Leadbox
One of the things I am MOST excited about inside ConvertKit is the ability to tag individual subscribers -- and how easy it is! This means that you can see exactly where someone signed up from, which gives you a lot of insight into your audience. ConvertKit makes it really easy to tag subscribers automatically with their automation features.
First, you need to make a new tag for the form that you just made. Click "Subscribers" on the top navigation, and click "Create tag" from the bottom of the right column. It will pull up this box at the top, and just enter the name of the form you created.
Next, click "Automations" from the top navigation, and you'll see this screen.
You're going to select "Subscribes to a form" as the trigger event, and select the form that you just made and connected to your Leadbox. Then select the action "Add tag" and select the tag for the form you just made.
Make sure you save the rule. Now anyone who subscribes to your list through your Leadbox will automatically be added to your subscriber list in ConvertKit, and will automatically be tagged with that form's name so you know exactly how they found you.
6 | Celebrate your success!
The whole process takes maybe about 15 minutes once you get the hang of it. Both Leadpages and ConvertKit are incredibly easy to pick up, and I highly recommend both of them for your business if you aren't using them already!
Disclaimer: all links for ConvertKit and Leadpages in this post are affiliate links. This means that I get a small compensation if you sign up for either service through my unique affiliate link. I am only affiliates for programs & software that I use myself and believe in 100%!