In my post from last week I shared some tips on how to create a lead magnet that would bring you more subscribers. The post helped clarify what a lead magnet was and how to structure it to make it beneficial to users and provider alike. I have also shared the specific ways to communicate the lead magnet to make it more attractive to potential users. You can read the post on how to rock your lead magnet here.

Today, I wanted to share an easy tutorial that will help you create a sign up form with Mailchimp. Mailchimp is one of the most popular email tools on the market. The company consistently adds new features that benefit marketers in different industries. What makes Mailchimp attractive is the ease of use, wide variety of templates and of course the attractive price. Some of the most beneficial tools, such as automation, are now available with free accounts. If you haven’t looked at Mailchimp it’s definitely worth a test drive.

Before you create the actual sign up form, you must create a list. All users who would subscribe to your email newsletter with your sign up form will be located on a particular list.

Why is this a good thing? Imagine you are providing different offers, targeting different types of customers. Having two different sign up lists allows you to segment your subscribers and personalize their emails.

Let’s begin.

  1. Make your list name easy to remember or identify. This way you can easily spot on which offer these people came to your email list.  I often give it the name of my lead magnet.
  2.       Default email should not be your Gmail or Hotmail account, but rather an email with a business domain. Using an email with your business domain will help    with deliverarbility.
  3. The default name will show up as the from name in users’ inbox. Make sure it’s something subscribers can easily link to you.


Fill out the entire form, so you can proceed to the next step.

Identify how often you wish to be notified when a person adds their email to your list.

Once you hit save you are redirected to your List page. At the top you will see the name you have given to your list. Select sign-up forms:

You will be giving a few options for the different types of sign-up forms available, based on how you want to implement them on your site.

For example, Intergration is working with Squarespace and WuFoo. The integration with those platforms is different to WordPress.

If you wish to use a pop-up go with the pop-up option. (see below) Mailchimp made it extremely simple to add fields or to identify which field you require during the sign-up process. I recommend keeping it very simple, using  just the first name and email.

Switching to the content section will allow you to add some compelling text about your offer. The text should entice users to subscribe to your newsletter. Keep the headline tips I used in my previous post about lead magnets handy.


Last section is the setting section. You might want to think about the size of your pop-up, especially for mobile devices. Keep in mind that Google panelizes websites when their pop-ups are covering the entire screen. Change the popup delay to 5 or 20 seconds, so the user is not bombarded with your offer right at website entry.

Add the double opt-in. Your embed code will appear when you hit publish. Each time you want to change something on your form you will have to get a new code.

If you are creating a landing page, consider using embedded forms. This option allows for a lot of flexibility, for some of the advanced options you might need help from a person who’s familiar with coding.

If you have a plug-in on your site, you will probably find the “general forms” option most useful. This option will make a URL available to you for easy subscription. I use this link with my plug-in which allows me to change the subscription form design, such as colors or images associated with the form.

You will be able to design and build the sign-up form with the fields your business finds most useful. You can edit form and add radial buttons or drop downs if you are looking to create a more detail picture of your customer. For example, a toy merchant could ask parents to enter the age group of the child, so that they could send  more targeted/personalized offers about toys suitable for child’s age.

Remember not to ask too many questions on your email subscribe form, to not discourage users from joining. The less you ask, the more likely the user is going to hit the subscriber button. You will definitely have to run a few test sign-up forms to figure the right balance of questions vs. conversions for your business. Only ask the questions you absolutely need. If you are asking for additional information, tell users why they should make additional selections. For example, if you are asking them to enter age, let them know that they are going to get a special birthday offer. Anytime you create additional questions, give people reasons why they have to relinquish the information, if possible make the additional questions optional.

Once you have created you sign up form and integrated it on your website, make sure to test it out. I would also recommend you automate your offer, so the email tool sends an email with your lead magnet to each user on sign up. You don’t want to create delays in deliverability.

If you found this post useful, check out my other blog entries and subscribe to my email newsletter. I’d love to hear from you, let me know in the comment section what other marketing tips, tutorials or information you would like to learn.



Email Problems? 5 bulletproof tips on how to rock your email.

Email Problems? 5 bulletproof tips on how to rock your email.

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