Overview
A two-step opt-in is a popup that appears when a button or call to action is clicked on your page. This feature leverages human psychology to encourage opt-ins—by committing to the initial small step of clicking a call to action, your site visitor is more likely to commit to the next step of opting in.
What is a two-step opt-in?
The two steps in the two-step opt-in:
Click a button
Opt-in
With this simple feature, you can improve your rate of opt-ins with a customized, branded popup. Kajabi's two-step opt-in is an easy-to-use alternative to traditional opt-in popups.
Plus, it's flexible.
In your blog, you can use it to display a message, an image, or a Progress Bar—all to grow your list.
Set up a two-step opt-in
Step 1. Create and customize your two-step opt-in popup
Open the Website tab from the Dashboard.
Click Pages.
Select the Blog or Blog Post page from the list of Website Pages. Create a two-step opt-in popup for the main blog homepage or for every blog post.
In the sidebar, click Two-Step Optin.
Select Show Popup to view changes while you edit.
Customize the two-step opt-in popup to display the form and any additional blocks.
Uncheck Show Popup and click Save to apply the changes:
Step 2. Create a call to action button to trigger the two-step opt-in popup
To enable your two-step opt-in, set up a button or call to action to open the two-step opt-in when clicked.
Keep in mind, although you can create multiple call to action buttons in your blog homepage or blog posts to trigger your two-step opt-in, you can only create and customize one two-step opt-in popup for your blog homepage and one popup to appear across all blog posts.
For the purpose of this guide, you will create a call to action in the Blog Sidebar to enable the two-step opt-in popup when clicked.
Create a call to action in the blog sidebar
Navigate back to the sidebar editor.
Open the Blog Listings section.
Click Add Content under the Sidebar section.
Select Call to Action.
Locate Button Action in the sidebar control panel.
Select Open two-step opt-in popup.
Customize the button message and button appearance from the sidebar control panel.
Click Save to apply and keep the changes:
Customize the two-step opt-in
Edit two-step popup
Enable this setting to show the popup in the editor. Be sure to uncheck this before you finish editing.
Edit the image block
If you choose to display an image in your popup, be sure to select Show Image on to display your uploaded image.
Edit the form block
Click into the Form block in the sidebar editor.
Select a form from the dropdown menu labeled Form.
To select a form from the dropdown, you must first create a Form in your Marketing tab.
Select a thank you page
Set up the action triggered after the form is submitted from the page:
Go to a Landing Page
Go to a Checkout Page
Download a File
Go to a URL (Be sure to use the full URL. For example, https://kajabi.com/)
Note: Leave blank to send your form submitters to the default Thank You page located under the Website Design tab or to the specified Thank You page set up in the After Submissions settings of the Form editor. Selecting the Thank You page from this dropdown will override the default Thank You page and the After Submission Form settings Thank You page.
Button text
Customize your message displayed on the button to submit the form.
Form style
Customize the appearance of the form displayed in your popup:
Input Label – change the appearance of the labels for the form fields
Button Style – create a solid color button or an outlined button
Button Width – choose to take up the full width of the form or the Auto size based on the button text
Button Color – brand your button with your colors
Button Text Color – brand your button text for solid buttons (selected in Button Style)
Section appearance
Customize the Background Color and Text Color of your two-step opt-in popup.
Add content
Include additional content to your popup:
Images
Text
A Progress Bar to encourage urgency