Pop Ups, Forms, and More

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In this video, I'm going to show you how to add popups and the various forms that convert kit offers into your WordPress pages. So the example I'm going to use just for illustration purposes is this is our homepage for message human leadership. What I want to have happen is I'm going to show. Timed.
Pop-up where it'll pop up and we'll be able to opt in. So let's start with that now inside WordPress I'm in my pages directory, this is already the, obviously an existing page, as I've been saying, WordPress can look different for everybody. So what you want to get to is whatever page you're wanting to add this pop-up to that's where you want to get to inside your WordPress website.
Now. Back to a convert kit. What we're going to be doing is going into this landing pages and forms section. And this is not a landing page. Of course, this is a form. Now you can create a new form so create new and then we'll select form for let's start with a modal, meaning it pops up. So I'm going to select that.
And this is just for illustration purposes, obviously. So I'm just going to select this mills one randomly. So you can select whichever one you want. It doesn't actually matter. And then all I'm going to do is rename this, just pop up. Okay. And as you can do with all of these versions of pop-ups, you have your various settings.
And this allows you to change the message that comes up after people submit, or you could redirect to another page that's possible. And then you have your various display options of exit intent. Meaning when people are about to leave, it pops up or a scroll percentage or a timing. It doesn't really matter which one you choose.
Something to be thoughtful of, if you want this to happen only on desktop or whatever, but this is the settings you can work with. You could change the timing. I'm just leaving it as default for this example. But you can obviously just call your attention. You can edit all of this, but let's just save this.
So and it saved here. So this is now obviously in our convert kit. Now, if I go to this edit page, as I said, this is our homepage right here. And as I scroll to the bottom, all this stuff in WordPress, you can see that convert kit, a section that is added, thanks to the word plus plugin. Now this will show up on all of your pages and then you're able to do this.
So forms, we're going to select the form that we just created. No. I did run into a problem here that when I went to, when I created this new form over on convert kit, and then I went over to my convert plugin and my WordPress page, my new option, you can see it's here now, but it wasn't there.
I actually had to go back into plugins and into convert kit settings, and I refreshed a bunch of times and I saved a bunch of times. And I don't know, frankly, how it works. This is just one of those annoying things with WordPress. Is it just, you don't know why it doesn't work and you don't know why it did work, but anyways, I had to refresh and save a few times and sort of dilly dally about before I went back into this pages that I'm looking to add my new CRI newly created form.
So if, if this happens to you, I don't have an exact solution, unfortunately, but as I said, I went to the settings page. I refreshed, I logged in, I logged out sorry, I don't have a better solution. But then once I did that, my test pop-up does show up. And again, that's what I named it here. So that's what that's referring to.
And if I select it once again, as a form, This is now going to be a form on the site. So let's see how this works. So this is an existing form, obviously, so I'm just clicking update. So that's updated, which is good. And once again, in my settings, just to show you, I do have this set to be a five second pop-up so on our homepage, right.
That I just saved an updated I should refresh and within five seconds we should see that modal pop-up. So let's see what happens. I refreshed five seconds are happening and their ego. You can see that it popped up now. It's really just as easy as that. Now once again, if I were to change these settings let's say scroll percentage to 50% and click save and save up here.
If I went back to this page and I refreshed theoretically, after the five seconds, we should not be getting the pop-up, which I'm just making sure is true. Seems like it's true. Now what we are expecting is when I scroll halfway down the page, the pop-up should happen. So I'm just going to scroll slowly and let's see what happens.
And you can see that the modal pops up as we're expecting at a 50% scroll. So that's a powerful way of really only providing a pop-up when somebody is engaged in looking around that's just a cool feature. Okay. So that's what that ends up looking like. Now let's go back to the test. Pop-up as I said, just to show you what the others look like, and let's look at exit intent.
So I will save. Save it.
And if I go, I think that I might. So if I go to the website, let's see how this works. So I'm on the screen. I'm looking at things. And what happens if I take my cursor off. So I just moved my cursor off the window and you can see that this popped up. So you, what this is kind of meant to do is say somebody reaching for their X close the window.
That's when this pops up can be an interesting way to capture attention and sort of save somebody and get their email before they. The page. So it's really as powerful as that with convert kit. And once again, as I said, as you hopefully noticed, I obviously on the WordPress page added the forum. But then I don't have to worry about this page anymore.
I changed my settings in convert kit itself, and as it warns, it can take a few minutes for the changes to take place. So be patient. I did probably I imagine I edited this video to cut out the sort of breaks of waiting for it to update between my various settings changed changes. But really what's cool is you don't have to even worry about the WordPress plug anymore.
You can just do all of your changes here. And after a minute or two, they will be reflected on your page. So that is how we can use these various forms. And obviously in this example, I use the modal popup, but you can do these slide ins or these sticky bars, and they would be added all this. Of course a different types of forms have different options.
For example, the modal has those three timing, exit intent and scroll position. I believe the slide in has similar options. Let's just look rather than guessing. So they have for these slide ins, they have scroll and timing. So that's good to know. And then you can sheet to show where it shows up. So bottom, right.
This is one that I happen to like a lot. And I, in fact, I can show you what that looks like. So I'm just going to create this and. Lower pop we'll call it. We'll click save. As I have said before, it can take a minute for the WordPress plugin, right? If I go to this page, like the new option, doesn't come up.
As I said, I don't have a great solution, but basically what I do is I go to the settings page. By clicking here, I click like save changes. I might log And log back in and go to my page that has this thing and edit it, not an exact science. This is one of the, one of the things that bugs me about WordPress, but all things considered.
It's very powerful, but there's certain things that are confusing. Let's see if it's showed up. It has. So there you go. That's my magical formula. So let's choose this lower. Thing that I made in convert kit here, this one, and let's just review the settings. So timing after five seconds bottom, right.
Okay, good to know. So we will click update on this page. WordPress will do its thing. Now, if I go to massively human.com and we should be expecting it to pop bottom, right. And there is, so this is going to be a lot less intrusive than the modal. This is my personal preference. That's great. Really easy now.
As I said, you do have these other options that have, that ended up having different popping options between the sticky bar and the in line. I'm not going to get into the sticky bar just because it is basically, you know, there's even a only a single option and it shows up at the top of your page, like this.
And yeah, it can be a pop, a timing thing with top or bottom, but it's basically the same as what I've already shown you. Now, the main thing that is different is the inline. Okay. Now inline, you can see here is a way of placing the registration right in the page. So it's not popping up at all. So let's look how Examine how this could look, I'm actually going to just make a new page.
And
this is my page and we're going to add a short code block and what it's going to be is we're going to, as I said, we're going to make this in line for. So here it is, of course you'd make your edits to it. I'm not gonna worry about that stuff, but there's your other various settings, of course, but basically I'm going to click save and then publish, and then you can see this word plus tab and it can give you what the short code is.
If you're not familiar. WordPress and shortcodes, this is a normal thing to use with WordPress. I'm not gonna be able to get into that in this launching lab, but if you use WordPress, you're probably familiar with shortcodes. So this is basically the short code for your specific page that you're making.
So it's added slightly different basically then the forms down here. So we're adding a shortcode, as I said, here it is. We've copied it and we're pasting it. So there it is. And what we're going to do is I'm just going to look at the page URL and I'm just going to call it test, and I'm going to click, publish, publish.
I'm going to copy this page. I'm going to open it up in a new window. And there you go. You know, it's kind of ugly cause obviously the page isn't properly made, but you can see it's just on the page. You're not it's not popping up or anything like that. Now I showed you how to add it as a short code.
And that, that would be useful if you are adding in it in. Between various pieces of content. Right? So say I had a page with words, sorry, not a very anything sort of prepared to copy, but you can imagine that we have this content that we are trying to to have exist. And then we're placing our opt-in form strategically.
Between it. Okay. So this is my very ugly page. So this is the short code and I'm just going to click update. And if I go to the page and I refresh, you can see that that's how it's being placed, right. Where I want it to. Right, right. In the flow of the page, if you will. But one thing I did want to show you is if you just have a normal page, I'm going to do.
This short coat. So now I just have my very ugly content here. If I update, we should just see my ugly content. Okay, great. And what you can do is if you have a form and of course this Charlotte form, I didn't rename it. So this Charlotte form is an inline, right? That's the auction we selected. So if I select the Charlotte form on this new test page, but from the actual convert plug in and then click update.
It's going to add it at the very bottom of the page. So if I refresh, you can see it's at the bottom. And as I add content, it'll automatically append this form to the very bottom of the page. So you can still use it. I only showed you the short code, a way of doing it so that you can put it exactly where you want it.
So overall, this is a very helpful video about how to add forms to your WordPress site by pop up by sticky bar, by inline all of the options we touched on. So it's a really powerful way to start growing your list and allowing people to opt in wherever they are on your WordPress site.