How to Add a Two-Step Optin to Your Blog

Kayla M.

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Learn to build your list with the Two-Step Optin in your Blog.

In this article:

What is a two-step opt-in?

A Two-Step Optin is a popup that appears when a button or call to action is clicked on your page.

The two steps in the Two-Step Optin:

  1. Click a button
  2. Opt-in

Two-Step Optins are powerful tools that leverage human psychology to encourage opt-ins. By committing to the initial small step, clicking a call to action, your site visitor is more likely to commit to the next step, opting in.  

With this simple feature, you can improve your rate of opt-ins with a customized, branded popup. Kajabi's Two-Step Optin 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. 

Setting up your 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 your list of Website Pages.
    Create a Two-Step Optin Popup for your main Blog homepage or for every Blog Post. 
  • In the sidebar, click Two-Step Optin.
  • Select Show Popup to view your changes while you edit.
  • Customize your Two Step Optin Popup to display your Form and any additional Blocks.
  • Uncheck Show Popup and click Save to apply your changes: 

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 your Blog homepage or Blog Posts to trigger your Two-Step Optin, you can only create and customize one Two-Step Optin Popup for your Blog homepage and one Popup to appear across all Blog Posts. 

For the purpose of this guide, we will create a Call to Action in the Blog Sidebar to enable the Two-Step Optin Popup when clicked.

To 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 your button message and button appearance from the sidebar control panel.
  • Click Save to apply and keep your changes:

Learn more about customizing your Blog Sidebar.

Customizing your 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 Optin Popup.

Add Content

Include additional content to your popup:

  • Images
  • Text
  • A Progress Bar to encourage urgency

And that’s how you can add a Two-Step Optin to your Blog! 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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