- [Pat] Hey, what's up?
My name is Pat Flynn, and in this video
I wanna show you exactly how easy it is
to use ConvertKit for your email marketing solutions,
whether you're just starting out,
you're a creator, entrepreneur,
you wanna build your list,
ConvertKit's a great solution.
And even if you're coming from potentially another platform,
you already have a list of potentially thousands,
if not tens of thousands,
ConvertKit can be a great solution for you to remove
a lot of the headaches that you may be
experiencing on other platforms.
Now before I show you exactly how to get started with this,
plus I have a free gift for you
if you stick around to the end,
we need to talk a little bit about the landscape
of email marketing here in 2019.
This is David Heinemeier Hansson,
who is one of the founders of Basecamp,
and a tweet that he shared earlier this year.
He says, "Email is the next big thing.
"We're finally realizing just how precious
"these open standards were all along.
"Your way around Facebook,
"and all the other walled-garden parasites,
"go through email."
And the reason why he's saying this is because
as you might be experiencing in Facebook
and Twitter and Instagram right now,
there's a lot of things getting in the way
of us reaching the audience that we're building.
You fully own your list,
wherever it is, whether it's ConvertKit or somewhere else,
you fully own that list,
but Facebook can control how often people see your post.
YouTube can control how often you see my videos,
but email, you send and email,
and your people if you've trained them,
if you've provided value for them,
they're gonna open your emails.
There's this article in The Wall Street Journal,
The Hot New Channel for Reaching People, email, who knew?
Because a lot of people have said, oh, email's dead,
everything, Facebook's everything,
Twitter's everything, Instagram.
No, email is back.
It's so important that if you haven't
been focusing on email, so focus on this now.
Because this is where you will begin to take control,
again, of your audience and be able to serve them better.
And really, it's an insurance policy.
Whatever happens in social media
and other technologies doesn't matter.
You can always bring people with you
if you have them on your list.
Now going back to ConvertKit,
I actually didn't start on ConvertKit,
I started on AWeber, then I moved to Infusionsoft,
and then in 2015, 2014 I moved to ConvertKit,
and I haven't looked back since.
I actually love it so much that I became an affiliate,
and I'm actually an advisor for the company now.
I speak at their events every year,
Craft and Commerce in Idaho,
and it's just such an amazing company
that's here to support you.
There's three reasons why I love ConvertKit
and recommend it more than any other email service provider.
Number one, and this is how it was always from the start,
the user interface is unlike
any other email service provider.
It is easy to use, it's intuitive,
it's actually useful.
You can understand things that are going on
in trends in your emails and even reporting
on certain emails so you can understand
what's working and what's not.
This has always been the case with ConvertKit
who I once interviewed on my podcast,
he used to be a designer,
and his specialty was UX, user experience,
user interfaces and so it is definitely portrayed here
and continues to improve over time as
more and more advanced features come into play,
which is reason number two.
You get advanced features like you would in other software
without the advanced prices.
And it's actually simple to use once you understand it,
and I have plenty of other videos
that go into a lot more advanced strategies
for using ConvertKit for your eCommerce,
for segmentation and tagging, and those sorts of things,
all linked to those things below.
And number three, and most importantly to me,
is they care about your success.
They know that they get better when you get better,
and this is helping everybody win.
This is unlike a lot of other email service providers.
Maybe you've seen or have experience with Mailchimp.
Well Mailchimp is great,
but it's growing at a crazy rate.
I mean, it's gonna make over $700 million in 2019,
and it's gonna expand out of just email only.
It's gonna evolve into a full marketing platform,
which will include building websites
and all this other stuff.
I mean it's great for Mailchimp,
I mean, congratulations to them,
but what does that mean for the individual creator
who wants to have the best email marketing platform.
It's going to change even if you look at the comments here
on the right-hand side of this article on tech crunch,
Paul here says I've been with Mailchimp
through several organizations,
but now he's very frustrated with how things have gone.
There is no phone support, no advanced warnings,
no grandfathering, no plans to refund for certain things.
And then Donna here says, she's been very frustrated
with some things that used to be free
and aren't free anymore.
They have a lot more investors,
a lot more people to take care of,
so you might see some price changes there.
Mailchimp has always been sort of a competitor
to ConvertKit because Mailchimp is one that's been known
for perfect use for beginning entrepreneurs,
and as is ConvertKit,
and Mailchimp has a free plan
for your first 500 subscribers.
But personally I would guess
that less than 3% of people who get
the free account actually go above 500 email subscribers.
Why?
Because Mailchimp actually isn't educating you on that.
And finally, if you pay for something,
you are going to use it.
If you get something for free
you're likely to just let it sit because,
like what's the incentive?
The incentive is to stay under 500
if you get this thing for free,
the free trial from Mailchimp,
versus a small amount every single month to invest
into a platform that will help you grow your business
and will be skin of the game so you actually take action
and you get support and education along the way.
There's no better platform, in my opinion,
than ConvertKit, so let's dive right in.
So here I am on the pricing page,
and for most people watching this video,
people just starting from the beginning,
you're gonna pay $29 a month,
and if you click yearly here and go to the annual plan
you'll pay only $24 a month, which is great.
But you get a 14-day free trial to give it a shot.
If you go through the link that's on the screen right now
or the link that's in the description for ConvertKit,
that's my affiliate link,
that means I get a commission if you go through that
at no extra cost to you.
But you'll get a 30-day free trial as a result of that,
and just go through that link there
and you'll be able to get started.
If you do have an email list of over 5,000
and you're migrating from somewhere else,
they will, for free, migrate you, for free.
It's a concierge service they have for people over 5,000.
So if that's you, you can reach out to them
or you let them know when you sign up,
and they're gonna be there to help you migrate,
including automations that you've created as well,
which is pretty amazing.
So I'm actually gonna create an account from scratch
so you can see what to look forward to
and exactly how to get started and what to do.
So I'm gonna click on get started.
I'm gonna say I'm brand new.
Do I have a website?
Yes, I have a website.
I have a WordPress website
and then after adding my credentials,
which I'm not gonna show you,
we go to this step here
and after you sign in you're gonna see
how many days left you have remaining in your trial.
Again, this will be bumped up for you
if you go through my affiliate link.
And then here on the right-hand side
there is sort of little tutorial
and things you can do kind of step-by-step.
And if you accomplish all these goals
and learn all these things,
you actually get a free ConvertKit shirt
that they'll send to you,
and I promise you it is very comfortable.
So I'm gonna show you how to do some of these things
right at the start and then I'm gonna take you
into my own personal account that
has over 200,000 email subscribers
and some of the things we're doing there
that are a little bit more advanced,
things that can likely look forward to in the future.
So first thing's first is you wanna add a form
to your website and then embed it on your website,
so you can, for anybody who comes across those pages,
begin to collect those emails.
It's a form on the webpage that you share
that will then put people into
the records here in ConvertKit.
And unlike some other email service providers,
you only have to pay for one subscriber one time.
With AWeber I remember, like if you put them
on different lists they counted more than once.
Like if I had you on three different lists
I'd have to pay as if you were three different people.
That's not the case here for ConvertKit.
So to create a form I can click here on the right-hand side,
or if in the future I wanna create
a form I can go here as well.
So I'm actually gonna start here on the top.
And then I could either create a form or a landing page.
A landing page is a hosted webpage by ConvertKit
that you don't even need a website
to begin starting to collect emails.
You can share that page on social media or elsewhere
versus having a webpage set up
and then putting a form on it.
And you can do both and you can have
as many of these forms as you want,
but I'm gonna show you both.
I'm gonna show you a landing page first.
I'm gonna click on New Form,
and then I'm gonna click on Landing Page.
And then let's do this one right here,
and I'm just gonna enter SwitchPod,
which is a physical product
that I created with my buddy Caleb.
Enter Your Email Below for the Latest News
about Product and Services, Products and Services,
if I could spell,
for your video, for your Vlogging, for your Vlog.
More details here.
And that's where a person would,
if they land on this page, put their email address.
I also like collecting people's names.
So I'm just gonna click on this little plus icon here.
And then I'm going to add custom field
here on the right-hand side.
Actually, right here, first name.
And there we go.
And I can say Your First Name
or I can just have it be First Name.
And that's it.
I can change the color if I'd like.
And then usually I change the text here
on the button to say something like
GET ACCESS NOW.
And if you have a lead magnet or a giveaway,
something that you want to give
in exchange for a person's email address,
which could be great incentive to have people subscribe,
you can get access now or free access now
is another great call to action on the button there.
And so what I'm gonna do really quickly
is I'm just gonna name this page Sample Landing Page 1.
And I'm gonna hit Save.
And then next I'm gonna hit share.
and boom, I have a link, right here.
So if I actually click this to copy
and go to a separate page,
I'm gonna go to this Twitter page here
and copy, paste, and there we go.
There is everything.
Enter You're Email Below for the Latest News,
and all I have to do if I land on here would be to go
First Name, Pat.
Now if I wanted to reorder that it would be very simple.
As you can see I can come back here
and just drag this above that, save it again.
And now if I go back to that form,
that landing page and hit refresh, it should change.
See First Name on top, email address below,
and this is the link that I would share on anywhere I am,
on a podcast, on a YouTube video, on somebody else's blog,
in a guest post, on social media,
wherever, Facebook, Instagram, Twitter.
I wanna start building my email list
and this will be very simple.
Now obviously I'd work on the copy a little bit,
but that's essentially how it works.
Now let's talk about how to put a form on your website.
I'm back here I'm gonna go to forms one more time.
And as you can see now it's starting to collect data.
I had one visitor, which was me,
and this is where you'll see data for just this form alone.
I can actually click into this form
and reedit it if I need to,
but I'm gonna actually go back there,
and now I wanna create another form,
New Form, but this time instead of a Landing Page,
which is again a page hosted by ConvertKit that you can use
outside of your website to build your list.
I want a form on my website.
So to do that I'm gonna click on Form.
And you can select from an Inline one,
which is like within a blog post or a page,
a Modal one which is like a light box.
The background gets blurry, grays out,
and then this pops up.
It's a lot more sort of in your face,
which can be useful, or slide in from the bottom,
which is a little more subtle.
I'm gonna use an Inline one and I get
to choose from a few simple templates.
I'm just gonna use this simple one right here.
And it's just your first name, your email address.
I can add some other things if I wanted to.
But that's it.
I'm gonna make this Sample Webpage Form 1.
And let's do change the text to Get Instant Access.
And I'm gonna hit Save,
and then boom that's it.
So now I can click on EMBED.
It's not a webpage,
it's a code that you put on your website,
in your blog, in the HTML area.
So I'll show you how to do that really quick.
So I'm gonna click on EMBED,
and then very simply all I have to do is COPY
this data right here.
And that is literally it.
If you have a WordPress site,
you can install a WordPress plugin for ConvertKit
on your WordPress site so you can
use this short code instead and just simply place that
where you want that form to exist
as many times as you want wherever you want.
But I'm just gonna use the JavaScript
and go into a website that I have
and just show you how simple this is
to use in WordPress really quick.
All right, so here we are on my blog,
the Smart Passive Income Blog,
and this is actually an income report
from how much money we made from our Kickstarter campaign
for SwitchPod which is an invention
that just came out recently here in early 2019.
But I wanna take this embed code
and plop it into that website
and show you exactly how easy it is to do.
So I wanna sort of figure out first
where I wanna place it and it's very popular,
especially for longer posts like this,
to have a form as simply as the one that we just chose
in multiple spots on a single page.
It's not gonna be too sort of in your face,
especially if it's one of those minimal designs.
So I'm gonna try and place one right here
under where it says The SwitchPod Kickstarter Campaign:
Digging into the Numbers.
So I'm gonna edit this post.
As you can see, here's our editor right here.
So what I'm gonna do is actually,
you might think that I can just go enter
and plop that right into there like that.
But that's not going to work,
and the reason is because if I were to hit update
you would actually see this as you
see it right now on the webpage.
It won't convert into a form.
Why?
Because this is the WYSIWYG editor,
what you see is what you get.
That's not what we want.
I'm going to just do a little triple a here
so I can find my place and go into the HTML code,
which in WordPress you can go to text here.
Now here's that triple a.
I'm just going to hit command v and paste that script,
and then I'm gonna hit update,
and I'm gonna make sure I delete that later
'cause this form that I'm creating
has nothing to do with smart passive income right now.
And then I'm going to preview the changes
and see if that form shows up.
So I'm gonna scroll down and boom,
there's that form, exactly how we get it.
So now let's say I wanna change the button text.
I wanna say instead of Get Instant Access
just Download Your Free Guide.
And of course, it just kind of moves it if it needs to,
if it becomes too large and still looks nice.
So I'm gonna hit Save.
Now what's gonna happen when I go back
to this income report page and hit refresh?
Download Your Free Guide!
And it seems to work on this
because it's a little bit wider.
So it is mobile friendly as well,
which is really cool.
Now what happens when a person subscribes here?
So I'm just gonna put my name here
and my email address
and hit this.
Success!
Now check your email to confirm your subscription.
So I will get an email.
So this is what your subscriber will see by default.
You can change this, and I would recommend doing it,
and I'll show you how.
But what happens is when I click
on Confirm your subscription,
this is called a double opt in to confirm that it is
a human being, not a robot that actually subscribes to you,
which is what you want.
Because hey, subscription confirmed,
boom, you're officially on the list.
Now when I go here and I hit refresh
it should show one total subscriber.
Who's that subscriber?
Right here, me, Pat, and if I click into that record
it'll show you the incentive email that I received
and any other emails that get sent to me,
whether I click on them, whether I just see them,
or whether I don't open them,
all the data's here for each record,
which is really amazing.
You can even, over time, begin to track how many purchases
each individual makes which is really handy.
And that's essentially it.
So then from here I can actually create
a broadcast email and hit New Broadcast
and type in an email that would be sent to all,
at this point one, of my subscribers.
But if you get 1,000 subscribers,
when you send a broadcast it gets sent to everybody
all at the same time.
You hit send, it gets sent out.
You can schedule it for later,
but that's like a one-time email that gets
sent out to everybody or anybody you choose,
'cause you can choose people based on
certain interests they have or tags all at once.
Now if you wanna automate a lot of this
and not always have to create broadcasts,
but still keep in constant contact with your audience,
then you can use sequences.
Sequences are prewritten emails that you create once
and they get sent to new subscribers
in whichever sort of time period you'd like.
So you can have a person get an email a day
after they subscribe and three days after that
and seven days after that.
And then a new person subscribes
and they get email number one after that one day
and then email number two after three days
and email number three after seven days.
And it just, every new person who comes in
goes through that same sequence,
and you can have multiple sequences.
You can have one sequence move to another.
The easiest way to organize all this, however,
is right here.
And this is the Automations button.
This is what is like the new secret sauce of ConvertKit
that wasn't around with some of my older videos,
and this is what I love the most,
because with automations you can kind of
see everything that's going on all at once.
As soon as you see this working
you can see how powerful this is.
I'm gonna click on New Automation
and I'm gonna hit Create Automation.
And it always starts with where does a person enter
this sort of sequence of stuff that's happening, right?
They could either purchase something and you can tie this in
and integrate it with something
like Teachable or Shopify or whatever,
but right now I'm gonna choose a form.
So this is like step one,
when a person subscribes on the webpage, form number one,
the sample one we just did, I'm gonna hit Add Event.
And then right now people subscribe
and then boom that's the end.
Then nothing happens.
But let's have more things happen.
I'm gonna hit plus here,
and then I'm gonna add a Action
such as I wanna tag them.
I want a person, when they subscribe to this form,
to be tagged.
So I'm gonna add a tag here,
and I can actually create a tag as I go.
And let's just say it is a SwitchPod,
or interested in SwitchPod.
And that's the tag, right?
And I'm gonna hit Add Action.
So okay, person subscribes to form number one,
and then they are tagged with being interested in SwitchPod.
And then maybe in the future
when I wanna send a broadcast email I can go,
hey, for everybody who's interested
in the SwitchPod just only let them see this email.
Or I can send an email and reverse it
and go hey, send this to everybody except the people
who said they were interested in the SwitchPod.
This is an amazing tool in some of the advanced stuff
that we were talking about with ConvertKit.
Bt I don't want it to end there.
I wanna send them a series of emails over time.
And to do that I'm just gonna hit plus again.
So after they're tagged I'm gonna
send them an email sequence.
Email Sequence Sample 1.
And I'm gonna hit Add Action.
All right, so now they're gonna go into an email sequence.
And what's cool about this is I don't have to
even go into sequences here to make this all work.
I can just click right here,
and what happens is now we see the sequence
of stuff happening on the left,
and on the right this is the series of emails.
So I can add, this is one email sent after one day.
If I don't want it to be sent after one day
it would be after zero days
which would mean it would go out immediately
as you can see there.
I can go back to one day and
not have it send on the weekends as well.
Just have send only on the weekdays if I wanted to do that.
I can even use this opportunity to filter out people
with other tags that maybe don't need to see this.
If I'm selling something, for example,
I wanna remove the people who are gonna receive that email
who already have that product.
That's another powerful thing that you can do.
So let's say this is like Email 1,
which is like a welcome.
I wouldn't actually put Email 1 in the subject line,
but I'm just doing this as an example.
And then this is the copy there
and they let people know what they can look forward to
and why they need to open the future emails.
Maybe there's a little incentive or a gift in there, too.
And I'm gonna hit Add Email for email number two.
And I want this to go out a week after.
So I'm gonna do seven days after,
and then I'm gonna add another email
and then another email so this is all,
this is a day after this one,
and this is seven days after this one.
So this one I might do seven days after that.
And then maybe this one is like a funnel related email
that promotes to something.
So that one is a day after.
Quick ask, whatever the email's wanna do.
Just by the way, stick around to the end
'cause the free gift I'm gonna give away to you relates to,
okay, now that you're building an email list
what do you send to people?
How do you use this email list of yours?
So make sure you stick around to the end.
I'm gonna offer you that for free.
So after this I can hit Save All,
and I'm done, and I'm good to go.
I can always go back in here and edit them.
And what's really cool is you're
gonna see how many people are here
and how many people have completed the sequence.
And then you can go from here and go,
okay, well I wanna go into a,
actually, let me close this and expand this.
I wanna go into another sequence,
or move them into something else, or whatever.
There's other things that you could do
that conditioned based on like, hey,
maybe if they only have this tag they go here
and if they have this tag they go there.
Another event, maybe another tag is created for them
and they're removed from a tag
after they complete this email sequence.
There's so many things you can do here,
which is incredible.
And this is just one form and the way people go through.
And what's cool about this is you
can duplicate these if you would like, like that,
and then put them elsewhere and change a few of the rules
and bada bing bada boom you're good to go.
Now before you finish up, a couple things.
Going back to the forms, I wanna show you
how you can provide a quick lead magnet
so that you can provide additional incentive
for people to subscribe to your list.
This is a big easy tip for you
if you wanna provide incentive for people to subscribe.
Just saying, hey, subscribe to my newsletter,
that's not gonna work.
Give them something in return, a reason to subscribe,
like a free PDF file of your favorite tools
or some of your hot tips or a video
or a webinar that you once produced.
All the things work as long
as they help serve your audience.
And so we'll just keep that in mind.
But let's say, for example, we're going to offer a PDF file.
So I'm gonna click on this form,
and I want it so that a person,
when they subscribe to this list,
it matches this, right?
It's Download Your Free Guide and they get that.
So where do I go?
You go over here on the right-hand side.
It's kinda hidden but it's because
it's giving you room to work.
Hit here on Settings,
and this is gonna give you some information
that you could change.
So remember when we subscribed here before,
where was it?
Here, and it said like success, you subscribed to the list,
check your email, right?
You can have that change.
Here's what the message was, success, now check your email.
You can change the message
or you can redirect to another page.
This is a redirect page.
So this would be a new page that you create on your website
that would essentially say, like,
check your email, thanks so much,
and by the way, that's also a great opportunity
for you to go and while you're here,
here's some other things you can look at,
and here's a podcast.
You subscribe to my YouTube, subscribe to my Instagram,
subscribe to my Twitter account.
You can do that on your own page
versus just a simple sort of just message
that says, hey, you've gotten an email, check it,
you can do some cool things from there.
So that's number one.
Number two, click on this email here,
this little email icon.
And this is what allows you to either redirect people
to a download or the URL.
So remember that email?
Remember this email here?
You can change this email,
and you can have it such that a person
when they click on this button
it actually is not redirecting them to a website,
that's actually the download link.
This is really cool.
That is very unique to ConvertKit.
This acts as a double opt-in slash download button,
which is really cool.
So if I go back into ConvertKit here,
and I can go okay, I want this to be a download,
I would choose the file, upload it,
and ConvertKit would sort of
deliver that automatically in that email,
but what I could do is also edit the email content.
And this is exactly what we saw there, right?
So thanks for signing up.
Click the email, or click the link below.
First of all, I would change this to,
if you do offer a lead magnet,
Your Download is Here, or something of that nature.
Thanks for signing up.
Click on the, let me expand this a little bit.
Thanks for signing up.
Click on the button below to confirm your subscription
and get your free guide for business,
whatever the lead magnet name would be.
And then I would change this to
not confirm your subscription
for click here to download your guide now.
It's good to have you,
I would say something like cheers, thanks,
and I look forward to helping you even more.
And then I would sign off with my name.
Then I'm done.
And now really quick I wanna show you the back end
of my personal account for Smart Passive Income
that has about 215,000 subscribers,
an average open rate of about 20%,
but that's across the whole board,
and mind you we've sent over 41 million emails.
But if I were to go into sequences here,
and this is just the power of segmentation and tagging.
I have, for example, a number of people on my list
who have signified or shared with me
that they don't have a business yet.
And look at the numbers here,
30,000 people who have marked that,
50% open rate on average.
If I click through here in this sequence,
I can actually click on reports and show you
that some of the first emails we're getting 74% open rate,
54% open rate, 60% open rate.
This is what happens when you understand exactly
who your audience is,
and likely there are many different kinds of people
in your audience who have different needs,
different sort of trigger points.
And those are the things that you should know
so that you can just begin to start segmenting
for those different groups.
And a lot of information about that sort of stuff
in other videos that I'll link to in the description below,
but I just wanted to kind of tease you some of the things
that will happen to you as you begin to grow.
Now going back to this here,
you can see that there's a lot of emails.
This is an 83-day sequence over 17 emails
with five to sometimes seven days between each.
Don't get too intimidated by that.
You do not have to have all of this stuff at the start.
Just a few emails in a sequence
and a few forms on your website to start.
You can send broadcast emails,
and most importantly just care about serving your audience.
Use your email for good.
Which is exactly where this lead magnet
that I wanna bring you to is.
And that is the free gift for you.
If you go to emailthesmartway.com,
that'll take you to a free download,
emailthesmartway.com, link in the description,
this is your free gift.
If you go here and put in your email
this is a version of a lead magnet, for example,
but one that will be highly valuable to you.
This is a number of templates and things
you can use your email list for.
So yes, there are tips and a lot of strategies out there
on my YouTube channel, a lot of other YouTube videos
on how to grow your list,
but there's hardly anything about
what to do after you get people on that list.
What can you put in your broadcast emails?
What can you put in your sequence emails?
This will teach you how to do that.
So just click here, get your free copy now.
You put your first name and email
and it'll be sent to you just like I just taught you
and then we're good to go.
So finally, make sure you head on over to,
if you wanna get involved with ConvertKit and do that.
Make sure you get the 30-day free trial.
And you can do that by going to
smartpassiveincome.com/convertkit.
Smartpassiveincome.com/convertkit.
That is an affiliate link,
so I do get a kickback at no extra charge to you for that.
And it also gives you some extra time
to get in software for a full month for free
versus just 14 days.
But it also shows you some more stories
about how I've used it and certain things
that I've done with it.
And it's just, again,
one of the best tools that I've ever used.
If you have over 5,000 subscribers
they will migrate your entire system for free.
If you're just getting started, get involved now.
I promise you will not be disappointed.
Smartpassiveincome.com/convertkit.
And thank you again for watching this video.
I hope it helps you and I look forward
to hearing more about your success.
Leave a comment below,
let me know if this was helpful to you,
please subscribe if you haven't already,
and look out for more updates
and software and other good videos coming your way.
Cheers, take care, and Team Flynn for the win.
Hey, thanks for watching this video.
My name is Pat Flynn.
If you wanna learn how to build your business,
how to podcast, how to do email marketing,
and make more money, make sure you hit subscribe now.
Thank you so much.
You can check out the videos somewhere over here
for other related videos and other things
that I think are helpful for you.
So thanks so much, take care,
and I'll see you in the next one.
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