How to Add An Opt-in Form To A Blog Post (A Tech guide)

You’ve started a blog and you’re really excited to get going on this new business. You love writing the content, but now you’re at the part where you need to start growing your email list. 

But do you actually collect emails? 

In this article, I’m going to walk you through how to connect your first freebie to your blog post so you can start collecting emails, growing your list and get your blogging business off the ground.


Just want someone to do it for you? 

If tech overwhelms you or you just don’t want to deal with it right now and want to start collecting emails on your blog ASAP, I can take care of it for you. I even send a quick tutorial video on what I did so you can do it next time if you’d like.


Some links are affiliate links for programs that I love and would highly recommend for you. This means I get a small commission, at no cost to you, if you use my link. Read our full disclosure policy here.


What you need 

Before you can offer an opt-in freebie to your readers, you need a few things in place first: 

  1. A freebie that’s ready to go (this is your printable)
  2. An email service provider that allows for automatic emails, like Convertkit
  3. An opt-in box/form (this is the form that they actually put their name and email in)
  4. Optional: a mockup version of your freebie (you can do this for free using Canva)

Setting up your opt-in freebie on your site

1. Create the opt-in form 

Depending on your preferences, you can do this right within your email service provider or you can use a separate program, such as LeadPages, to create your opt-in form. 

In Convertkit, you will simply create a form, choose the style you would like, and format it to your preferences. 

The process is similar in most email service providers, so even if you have MailerLite or something else, you should be able to do a similar thing. 

Here’s where the mockup comes in. If you want a miniversion of your freebie on your opt-in form, you can create a small picture of it in Canva and then add it to the form you’re creating where the image goes. 

2. Place your opt-in form in your blog post 

Once you’ve got your form created, you’ll need to put it in your blog post. 

Right after you create the form, it should have a place where it says “embed” or “publish” that gives you the information you’ll need to be able to add your form to your blog post. It usually looks like computer code, but all you need to do is copy it and then paste it into your blog post. 

In Convertkit, you select “embed” at the top right after creating your form and choose one of the options for putting the form in your post. 

If you’ve got Convertkit and WordPress, they make it pretty easy. You can actually download the Convertkit wordpress plugin so then you can simply choose the “wordpress” option from the “embed” screen and put that code right into your post wherever you want the form to show up. 

To be able to place the code into your blog post, you’ll need to switch over to the HTML version first using the 3 little dots to toggle back and forth between the text version and HTML version. 

3. Ensure the freebie is delivered upon sign up

When someone signs up with your opt-in form, you want to make sure they’ll actually receive whatever freebie you promised them. 

You have a couple of options here: you can have it automatically download or you can have it be delivered with an email sequence. 

It’s easiest to start with having it delivered via an email sequence. Doing it this way will encourage your readers to get used to opening emails from you, and they won’t lose it if it’s in their inbox. 

To do this, you’ll need to connect your opt-in form to an email sequence that delivers the freebie. 

First, create the email sequence. In the first email, you’d say something like “Here’s your freebie!” and then you would attach it as a file in the email. 

Once that sequence is created, you would need to connect it to your opt-in form through an automation. 

At the top in Convertkit, select “automations”. The easiest option to get started is to select “Rule” and then Add Rule. 

On the left, you’ll select the trigger for the rule as “subscribes to a form” and then select your form from the drop-down menu. 

Then choose the “action” as subscribe to sequence and choose the sequence you want to send the freebie. 

Hit Save. 

There you have it. Now you’ve set up your first freebie opt-in box on your new blog and start collecting emails ASAP. 

Still Needing Help With the Tech?

I'd love to help with your business

I hope this was helpful. 

Again, if you’re wanting some extra help with this (or other tech stuff with your blog) or you just want it done quickly, I’d be happy to help. 

Please see my services page for more information. 

I can help you get past the tech that’s getting you stuck so you can go back to creating the content you love. 


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