Understanding Kajabi Forms part 1
Episode Summary
In this episode of Kajabi in Five Minutes, we dive into the importance and functionality of forms in Kajabi. Learn about creating and customizing forms, the benefits of double opt-in, and how to edit double opt-in emails and redirect pages. Tune in to understand how to effectively use forms to enhance your Kajabi experience.
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Episode Transcript
Introduction
Hello and welcome back to Kajabi in Five Minutes. In the last episode, I said that this episode was going to be greatā€”fantastically great even. So, imagine my pressure thinking about what to make this episode about. Actually, I didn't feel any pressure at all. But that's okay because talking about Kajabi is fun. Podcasting, having a podcast, is fun. Even if you're talking about Kajabi, it's still fun. So, this episode is going to be greatā€”super fantastic, actuallyā€”because today I'm going to be talking to you about forms in Kajabi.
Importance of Forms
Forms are very useful and helpful tools that you basically need if you're going to be doing anything in Kajabi. You're going to need at least one. So today, let's learn about them. To get into the forms, you go into Marketing and then Forms. You can create a new form. It's nice to know you can create an unlimited number of forms in Kajabi, so you don't have to worry about running out of space for forms.
Creating and Customizing Forms
The form template is always the same, so it's easy to learn. Right away, you'll notice that you can give your form a name. You've got double opt-in or single opt-in options. Over on the right, you've got some options about being notified if someone fills out the form or if you want to send the form data to a third party, like if you're connected to a different email marketing or CRM platform. You can also send people to a different landing page once the form is completed. Rolling down, you'll see options for double opt-in if you're choosing that. At the bottom, you've got automations, and that's it for the form space. It's really simple and easy.
Understanding Double Opt-In
Not everyone knows what double opt-in is or how to use it properly. The double opt-in feature of a form is like saying to somebody, "Are you sure you want to subscribe to my marketing email or my email list by filling out this form?" The mechanics are that someone fills out your form, and instead of being added to your list as a subscriber, they get an email. That email says, by default, "Click here if you want to subscribe to marketing from this site." It's not a super awesome email, so I always recommend editing that email if you're going to use the double opt-in feature.
Benefits of Double Opt-In
If someone goes into that email and clicks the button, they become a subscriber on your email list, and you'll be able to send marketing emails to them. This is a great way to make sure that the people getting subscribed to your list are interested in being there. Sometimes people will just sign up and then unsubscribe immediately, which doesn't do you any good. That person probably wouldn't go through the process of going to that email and then clicking subscribe. If someone doesn't want to be on your email list, let them not be on your list. It's not going to do you any good if they don't want to be there.
Editing Double Opt-In Emails and Redirect Pages
You can edit that email, and I recommend you do every time. You can also edit a redirect page. A scenario could be someone comes to your site, fills in the details of the form, and then gets sent to a landing page that says, "Hey, would you like to be on my email marketing list? You're not there yet. If you would like to be up to date with my content, go to your inbox, look out for this email, open it up, and click that confirm button." Not everyone is familiar with double opt-in forms, so if someone thinks they are subscribing to your list and getting access to all your regular and great content but didn't do that step, they won't be subscribed. Designing a landing page that gives a bit of awareness and instructions can help.
Single Opt-In
The single opt-in is really just filling out the form and subscribing. Now they're on your list. That's what those two things are.
Conclusion
This episode was so fantastic, there's even more to talk about. I'm going to make another episode about forms so we can carry on and get to the rest of this stuff. Tune in for that one as well.
