How to Use the Two Step Optin Popup in your Page with Premier

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Learn to add a Two Step Opt-in Popup to your page built with Premier.

In this article:

This article refers to the Premier Legacy Templates, which may be outdated! If you are using the new Kajabi Pages Templates, please refer to the updated guide here.

Why use a Two Step Opt-In instead of the traditional One Step Opt-In Form?

A Two Step Optin can improve the rate of opt-ins by using an opt-in popup.

The Two Step OptIn launches an Opt-In Form popup after your website visitor clicks a Call to Action button to gain access to the promised value. 

The Two Step OptIn has been shown to improve the rate of opt-ins because of the Foot-In-The-Door Phenomenon, a psychological event in which people are more likely to commit to a larger action when first asked to commit to a smaller action.

In this case, the user commits to clicking the Call to Action button before committing to filling out the Opt-In Form.

How to Create a Two Step Optin

Step 1. Create and Customize your Two Step Optin Popup

  • Open the Website tab from the Dashboard.
  • Click Pages. 
  • Select the page you wish to customize or create a new page.
  • Click Customize to open the template editor.
  • In the sidebar, scroll to the bottom and click Two Step Optin.
  • Select Show Popup.
  • Customize your Two Step Optin Popup appearance, and click Save:

Step 2. Create a Call to Action button to trigger the Two-Step Opt-in popup

To enable your Two-Step Optin, set up a button or Call to Action to open the Two-Step Optin when clicked.

Keep in mind, although you can create multiple Call to Action buttons in one page to trigger your Two-Step Optin, you can only create and customize one Two-Step Optin on a single landing page. 

  • In the Template Editor, select or create a Call to Action (CTA) Section to trigger the Two-Step Optin.
  • In the button or CTA, click CTA or Button Action.
  • Then select Open two step optin popup as the action.
  • Click Save to keep your changes:

Customizing your Two Step Optin

Customize your Two Step Optin Popup by showing an Image, selecting an Opt-in Form to display, redirecting your users to a Thank You Page after Form Submission, and editing the overall appearance of your Two Step Optin Popup.

Include additional content to your popup to contain more images, text, and add a Progress Bar to encourage urgency.

Show Popup

Toggle this setting on to show your popup in the editor. Be sure to uncheck this before you finish editing.

Show Image

If you choose to display an image in your popup, be sure to toggle Show Image on to display your uploaded image.

Form Settings

To select a Form from the dropdown, you must first create a Form in your Marketing tab.

Click Edit Forms to edit and create a Form:

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Thank You Page

Setup the 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 include 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 Optin Popup.

Add Content

Include additional content in your popup:
  • Images
  • Text
  • A Progress Bar to encourage urgency

And that's how to use the Two Step Optin Popup in Premier! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!

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