How to Design a Custom Opt-in form without a Plugin // Part 1

Marianne Manthey
Marianne MantheyBlogger at Design Your Own (lovely) Blog
DESIGN YOUR OWN

BLOG

How to

Design a Custom Opt-in

form

without a Plugin
1

by Marianne Manthey
DESIGN YOUR OWN

BLOG

PART 1
Create a Sign Up Form in MailChimp
TABLE OF CONTENTS

This Slideshare is Part 1 of a 4 part tutorial
on designing a custom opt-in (sign up) form
for your blog.

The entire tutorial can be found here:
DesignYourOwnBlog.com

©2013 DesignYourOwnBlog.com. All rights reserved.
TABLE OF CONTENTS

Part 1

(this slideshow)

Create a Sign Up Form in MailChimp
• Create a List

• Create a Form
• Get the Embed Code

©2013 DesignYourOwnBlog.com. All rights reserved.
TABLE OF CONTENTS

Part 2

(next slideshow)

Embed the Sign Up Form into your Blog
• Embed into WordPress Widget

• Embed into Blogger Gadget

©2013 DesignYourOwnBlog.com. All rights reserved.
TABLE OF CONTENTS

Part 3

(video)

Design Your Opt-in Form in PicMonkey
• Upload a background “photo”

• Add graphic elements
• Save as a background image

©2013 DesignYourOwnBlog.com. All rights reserved.
TABLE OF CONTENTS

Part 4

(slideshow)

Style the Opt-in Form Design in your Blog
• A few simple CSS lessons – don’t be scared!

©2013 DesignYourOwnBlog.com. All rights reserved.
CREATE A SIGN UP FORM IN MAILCHIMP

A: Create a List

We need a list before we can create a form.

©2013 DesignYourOwnBlog.com. All rights reserved.
CREATE A SIGN UP FORM IN MAILCHIMP

From your Dashboard, click on Lists.

©2013 DesignYourOwnBlog.com. All rights reserved.
CREATE A SIGN UP FORM IN MAILCHIMP

Click Create List and go on to the next slide.

If you already have a list, click on the down
arrow next to stats and select Sign Up Forms
and skip to slide 14.

©2013 DesignYourOwnBlog.com. All rights reserved.
CREATE A SIGN UP FORM IN MAILCHIMP

Set up your new list, then click Save at the bottom of
the form.

©2013 DesignYourOwnBlog.com. All rights reserved.
TABLE OF CONTENTS

B: Create a Form

Now your list is set up.
Let’s create a Signup Form.

©2013 DesignYourOwnBlog.com. All rights reserved.
CREATE A SIGN UP FORM IN MAILCHIMP

Click Signup Forms.

©2013 DesignYourOwnBlog.com. All rights reserved.
CREATE A SIGN UP FORM IN MAILCHIMP

For the purposes of this tutorial, we’ll choose
Embedded forms.

©2013 DesignYourOwnBlog.com. All rights reserved.
CREATE A SIGN UP FORM IN MAILCHIMP

You have 3 choices of embedded forms to choose:
Classic…

©2013 DesignYourOwnBlog.com. All rights reserved.
CREATE A SIGN UP FORM IN MAILCHIMP

Super Slim…

©2013 DesignYourOwnBlog.com. All rights reserved.
CREATE A SIGN UP FORM IN MAILCHIMP

…and Naked.

©2013 DesignYourOwnBlog.com. All rights reserved.
CREATE A SIGN UP FORM IN MAILCHIMP

We’ll use the Naked form as it will allow
us to start our CSS styles from scratch.
But first let’s come up with a better form title
than Subscribe to our mailing list.

©2013 DesignYourOwnBlog.com. All rights reserved.
CREATE A SIGN UP FORM IN MAILCHIMP

How about something like this?

©2013 DesignYourOwnBlog.com. All rights reserved.
CREATE A SIGN UP FORM IN MAILCHIMP

Next, we want to make sign up as easy as

possible. The less fields, the more likely
people are to Sign Up!

©2013 DesignYourOwnBlog.com. All rights reserved.
CREATE A SIGN UP FORM IN MAILCHIMP

Let’s reduce the form to show only required fields.
By default, this is just Email.

©2013 DesignYourOwnBlog.com. All rights reserved.
CREATE A SIGN UP FORM IN MAILCHIMP

Simplify further by removing the required field
indicators.

©2013 DesignYourOwnBlog.com. All rights reserved.
CREATE A SIGN UP FORM IN MAILCHIMP

Scroll down and check it if you’d like to include
an archive link.*

©2013 DesignYourOwnBlog.com. All rights reserved.
CREATE A SIGN UP FORM IN MAILCHIMP

The archive link will show prospective

subscribers your past newsletters once you’ve
sent one out. I’m going to leave it checked.

©2013 DesignYourOwnBlog.com. All rights reserved.
CREATE A SIGN UP FORM IN MAILCHIMP

We’re done creating
our form!

©2013 DesignYourOwnBlog.com. All rights reserved.
CREATE A SIGN UP FORM IN MAILCHIMP

C: Get the Embed Code

Copy your code and we’ll move
on to Part 2.

©2013 DesignYourOwnBlog.com. All rights reserved.
CREATE A SIGN UP FORM IN MAILCHIMP

Copy this embed HTML code

©2013 DesignYourOwnBlog.com. All rights reserved.
THANK YOU
Thank you for watching Part 1 of How to Design a Custom Opt-in Form without a Plugin!

Continue the 4 Part Tutorial
*All MailChimp links are referral links.
©2013 DesignYourOwnBlog.com. All rights reserved.

©2013 DesignYourOwnBlog.com. All rights reserved.
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How to Design a Custom Opt-in form without a Plugin // Part 1

  • 1. DESIGN YOUR OWN BLOG How to Design a Custom Opt-in form without a Plugin 1 by Marianne Manthey
  • 2. DESIGN YOUR OWN BLOG PART 1 Create a Sign Up Form in MailChimp
  • 3. TABLE OF CONTENTS This Slideshare is Part 1 of a 4 part tutorial on designing a custom opt-in (sign up) form for your blog. The entire tutorial can be found here: DesignYourOwnBlog.com ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 4. TABLE OF CONTENTS Part 1 (this slideshow) Create a Sign Up Form in MailChimp • Create a List • Create a Form • Get the Embed Code ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 5. TABLE OF CONTENTS Part 2 (next slideshow) Embed the Sign Up Form into your Blog • Embed into WordPress Widget • Embed into Blogger Gadget ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 6. TABLE OF CONTENTS Part 3 (video) Design Your Opt-in Form in PicMonkey • Upload a background “photo” • Add graphic elements • Save as a background image ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 7. TABLE OF CONTENTS Part 4 (slideshow) Style the Opt-in Form Design in your Blog • A few simple CSS lessons – don’t be scared! ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 8. CREATE A SIGN UP FORM IN MAILCHIMP A: Create a List We need a list before we can create a form. ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 9. CREATE A SIGN UP FORM IN MAILCHIMP From your Dashboard, click on Lists. ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 10. CREATE A SIGN UP FORM IN MAILCHIMP Click Create List and go on to the next slide. If you already have a list, click on the down arrow next to stats and select Sign Up Forms and skip to slide 14. ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 11. CREATE A SIGN UP FORM IN MAILCHIMP Set up your new list, then click Save at the bottom of the form. ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 12. TABLE OF CONTENTS B: Create a Form Now your list is set up. Let’s create a Signup Form. ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 13. CREATE A SIGN UP FORM IN MAILCHIMP Click Signup Forms. ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 14. CREATE A SIGN UP FORM IN MAILCHIMP For the purposes of this tutorial, we’ll choose Embedded forms. ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 15. CREATE A SIGN UP FORM IN MAILCHIMP You have 3 choices of embedded forms to choose: Classic… ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 16. CREATE A SIGN UP FORM IN MAILCHIMP Super Slim… ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 17. CREATE A SIGN UP FORM IN MAILCHIMP …and Naked. ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 18. CREATE A SIGN UP FORM IN MAILCHIMP We’ll use the Naked form as it will allow us to start our CSS styles from scratch. But first let’s come up with a better form title than Subscribe to our mailing list. ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 19. CREATE A SIGN UP FORM IN MAILCHIMP How about something like this? ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 20. CREATE A SIGN UP FORM IN MAILCHIMP Next, we want to make sign up as easy as possible. The less fields, the more likely people are to Sign Up! ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 21. CREATE A SIGN UP FORM IN MAILCHIMP Let’s reduce the form to show only required fields. By default, this is just Email. ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 22. CREATE A SIGN UP FORM IN MAILCHIMP Simplify further by removing the required field indicators. ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 23. CREATE A SIGN UP FORM IN MAILCHIMP Scroll down and check it if you’d like to include an archive link.* ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 24. CREATE A SIGN UP FORM IN MAILCHIMP The archive link will show prospective subscribers your past newsletters once you’ve sent one out. I’m going to leave it checked. ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 25. CREATE A SIGN UP FORM IN MAILCHIMP We’re done creating our form! ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 26. CREATE A SIGN UP FORM IN MAILCHIMP C: Get the Embed Code Copy your code and we’ll move on to Part 2. ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 27. CREATE A SIGN UP FORM IN MAILCHIMP Copy this embed HTML code ©2013 DesignYourOwnBlog.com. All rights reserved.
  • 28. THANK YOU Thank you for watching Part 1 of How to Design a Custom Opt-in Form without a Plugin! Continue the 4 Part Tutorial *All MailChimp links are referral links. ©2013 DesignYourOwnBlog.com. All rights reserved. ©2013 DesignYourOwnBlog.com. All rights reserved.