What's an Opt-In?

Simple SEO Podcast, Organic Marketing, Email Marketing

It’s a common question: what’s an opt-in? Once we answer that, the next questions often are: do I need one, and how do I figure out what to create for my business? How do I set this up, and finally, what if it doesn’t work? Let’s walk through it all and see if we can’t figure it out.

Let’s start at the beginning. What is an email opt-in?

You use an opt-in to entice a potential customer to share their information with you. It must be interesting enough that they’re willing to give you their email address in exchange for the info.

You may also hear the term lead magnet; it’s the same thing. You will most likely want to have one for your business, and you’ll want to have it easy to find on your website. Yes, you will need a little tech skill to do this, but it’s not hard once you understand how the entire process works. Don’t worry; I’ll walk you through the steps.

Why do we use an opt-in? 

You create an opt-in to help grow your email list. You want to grow your email list because it's the only form of customer contact you have control over or ownership. If your favorite social media channel went away tomorrow, how many of your followers would you be able to reach? Building your email list is a key business strategy every small business owner should focus on. 

Listen to the podcast here.

How do you create an opt-in or a lead magnet?

The most important thing is for you to know your ideal customer well. If you’re not entirely sure who you’re serving with your business, you’ll want to go back and re-read these posts on identifying your ideal customer and determining what they want from you.

Lead Magnet or Opt-in Creation Process (answer the following questions)

  • What is your Ideal Customer’s #1 Issue?
  • How can you help them solve their issue?
  • What can you give them now, for free, that’s a quick win?
  • Is this enticing enough for them to provide you with their email address?

What type of opt-ins work best?

The type of lead magnet or opt-in you need will vary based on your business and your Ideal Customer’s needs. Some examples of great opt-ins include:

  • Coupons for retailers
  • Free drink or free dessert for a restaurant
  • Free teeth cleaning for a dentist
  • Free meal planning guide for meal delivery, weight loss, or diet program.
  • Free training snippet for online course creators
  • Free outfit planning guide or location guide for a photographer

Now, it’s your turn to think through the questions and come up with an idea.

  • Who is your Ideal Customer?
  • What is their #1 need?
  • How do you help them solve that problem?
  • What can you teach or give them now that they can implement in under an hour that will make a difference?

How do you create and promote a lead magnet?

Once you’ve decided on your opt-in topic, you’ll want to create it and make sure it looks polished and professional. If your budget allows you to hire a graphic designer for the project, that may be your ideal solution. If you can’t hire someone yet, you can buy templates or create them yourself using templates on Canva.com or another design tool.

Create the lead magnet, have someone proofread it to ensure there aren’t any typos, and make sure it makes sense. When working closely on a project, we sometimes miss the typos because our brains read what we think is there, not what it says. Ask someone else to read through the file for you and ask any questions they have. If they do not understand the information, you may need to revise it a bit to clarify it. Pay attention to the feedback you’re getting, especially if they’re your ideal customer, as others may have the same issues. 

When you’re comfortable with the content and design of the opt-in, you’ll need to set up the distribution channels. Most people use email to deliver their lead magnets or opt-ins. You can set up an auto-responder via most email service providers.

You’ll want to look for the specific directions for your ESP (email service provider), but the path you’ll follow is this:

  • A person enters their email address
  • Email address is added to a list
  • Once someone is added to the list, it triggers on the back end and starts an automation
  • The first email can be the double opt-in confirmation email (the yes, I signed up for this email) or the delivery email with the opt-in itself
  • Send the opt-in email with the information they’ve requested
  • From here, you should add them to a nurture program where you send them helpful information weekly. The information in your nurture sequence should answer their questions and be useful.

Pro-Tip

You will likely need to spend time in your Email Service Provider’s Admin area setting up your email lists and automation. You’ll want to double-check everything and test with several email addresses to ensure it’s working before you start sharing your opt-in with anyone.

Once ready, add it to your website’s homepage and share it on your social media channels. You’ll want to offer it to your website’s visitors and your social media followers. You may also want to invest in some Facebook Ads to expand your audience reach. You’ll need to get your opt-in in front of your Ideal Customer to find out if it’s what they want.

How do you know if your opt-in is working?

To start, you’ll want to track your email sign-ups to see if there’s steady traffic. If you’re running ads to promote your opt-in, you will want to set up conversion tracking in your Facebook Ads account and use the thank you URL for your custom conversion so that you can see how much you’re paying per sign-up. A guideline is to spend under $8.00 per lead in Facebook Ads. I like to keep my opt-in costs as low as possible and test with different opt-ins to see what performs the best for my audience. 

What opt-in metrics are good?

If you have a dedicated landing page for your opt-in, you want to see a 50% conversion rate or better on that page. You can figure this out a couple of ways. Some landing page programs include analytics in the dashboard, so you don’t have to do the math – bonus. If you’re not using one of those programs, you can track the number of custom conversions on the page (if you set that up in Facebook Ads Manager) and the number of people who clicked on the ad (also found in Ads Manager) or you can use your Google Analytics account to determine how much traffic visited the landing page and how many people visited the Thank You page. To find this out, you’ll need to have a different Thank You page URL for each opt-in, or it will all count the same in your analytics reports.

Pro-Tips

The key to setting up an opt-in is planning. You want to create one that talks to your ideal customer’s biggest problem and helps them find a solution. You then want to take your time designing the opt-in and ensuring it looks polished and professional. Think about what information would help you know what’s working and set yourself up for success from a reporting standpoint. Create specific lists in your email provider, have dedicated landing pages for each offer, and create unique thank you pages for each thank you URL so you can track everything you need. Take the time to prepare, and you’ll be much happier in the end.

What if something isn’t working?

You're Running Facebook Ads to your opt-in

What do you do if your offer isn’t working? If you’ve got your opt-in out there and you’re getting traffic to the page, but people aren’t signing up (less than 50% of the page visitors are converting), you have one of two problems. First, if you’re running ads, your targeting is off. The people visiting the page aren’t finding the information they want or expect. You have a breakdown in your targeting or your message. Reassess this area.

You're Not Running  Facebook Ads to your opt-in

If you aren’t running ads, but you’re having the same issue with a low conversion rate, it could be that your offer isn’t exciting enough, or you’re not explaining it in a way that makes them feel like you understand them and can help them. You need to either update your landing page or try a different opt-in. I would start with updating your landing page, especially if you asked your ideal customer about their issues and this addresses them. Does your landing page show the value of the offer? Do they understand how you’re going to help them?

It may take several attempts to find the perfect opt-in for your business. Keep testing and adjusting until you see the conversion rate you want (above 50%, the higher, the better) and the cost per lead you want (under $8.00, the lower, the better). You will also want to ensure the people opting in are a good fit. If you’re emailing them regularly, are they opening your emails (goal above 20%) and clicking through to read more (target above 1%)? Are they ultimately converting to customers? A huge list of unengaged people is worth much less than a small, highly engaged list.

Let me know if you have any questions about creating the right opt-in for your business.

 

Podcast Episode Transcript

Hi, my friends; welcome back to the Simple SEO Content Podcast. This is one of our Tuesday episodes where we talk all about marketing and entrepreneurship and how we grow our business in general with different marketing channels, not just SEO and content. As you know, I love search engine optimization and content marketing, but they're not everything we can or should be doing to grow our business. And today we're talking about email marketing because email is a super powerful marketing channel. It's another one that's low cost. It's not completely free, like some, but it's low-cost. You do have to pay for your email service provider unless you're still very small, very new, and you're using MailChimp because MailChimp does have a free tier. That is a great option when you're first starting out.

Today, we're going to talk about email opt-ins. How do we get people on our email list? Because that's one of the most common questions that I get when I start talking to people about email marketing is how do I actually get people to want to sign up for my emails? So, real quick, just saying "sign up for my email list" is not going to work. Most people don't want to get on your email list because they don't know what you're going to send them. They don't know if there's any benefit to them. They don't know why they would want to sign up for it, so we have to give them something that is of value to them. For many years, I worked with e-commerce and our opt-ins were always a coupon: "Sign up now, get 10% off." "Sign up now, get 15% off your first order." "Get $75 off your first order." Email marketing opt-ins are super easy for e-commerce. So if you're an e-commerce seller and want to offer a coupon, free shipping, 10% off, $20 off, whatever, that's basically your opt-in. It's really easy. But for other industries, it's a little more challenging because we don't necessarily have a coupon code, and our customers probably aren't ready to make a purchase immediately, the way that somebody might be when they're looking at an e-commerce site.

So, let's pretend that you're a photographer and you specialize in newborn photography. You might create a new parents' guide—a guide to the perfect newborn photo session. In that guide, you would give tips about when to feed the baby, what temperature to keep the house, and maybe ideas on props or the perfect age to do it. I remember receiving a guide like this from my photographer when my son was born because we did his newborn session when he was about eight or ten days old. She had this guide that told me exactly what to do to prepare for it because I didn't know what to do. That would be a fantastic opt-in for a newborn photographer. If it was a photographer doing family photos, maybe that opt-in would be a list of fantastic locations in the community for family photos or a guidebook on how to coordinate clothing colors with some sample ideas to make it easier to figure out what to put everybody in.

For me, my opt-ins include the SEO Content Quick Start Guide because if people are coming to me brand new and don't know where to start, they need something easy to understand. Then they have the free class. Those are both opt-ins. In both instances, they bring people into my world and get them on my email list. If you were a personal trainer, you might have an opt-in that included a free workout lesson, a guide to setting up your home gym, or a guide to the best home workout equipment for 2023 or 2024.

You want to think about who your ideal customer is, what questions they have, and how you can help them. You also want to make sure that your opt-in is tied to your core business priorities. For me, I sell Simple SEO Content. It is a paid SEO content course. I'm also selling Simple Marketing, which is a paid marketing course. My opt-ins need to tie to those products because those are the ways I make money in my business.

 If I had an opt-in that included a paid ads resource guide, it wouldn't probably do me much good because I don't have a class on how to do paid ads. I talk a little bit about paid ads in Simple Marketing just because they're one of the channels you can use to market your business, but I don't go in-depth teaching how to set up Facebook ads or Google ads. So, building an audience full of people who want to learn all about Google ads or Facebook ads is not going to be beneficial to my business, and I'm not going to be able to serve them in a way that's beneficial to them, either. So that's what you really want to think about. You want to think about your ideal customer, what questions they have, what you can help them with, and where you can help them get a quick win—something they can take no more than 20 or 30 minutes to look at. They can get a quick win, get an idea, and get set on their way, and then you can nurture them. So when they sign up, they opt-in, they say, "I want this item," and it's usually a PDF guide, a checklist, or maybe a free training class. It's usually something that's just a couple of pages or a quick video, something that's going to bring them into your world, help them, introduce them to the concepts at hand, and then they can go from there.

You then want to set that up in an email service provider. So there is some tech involved with this. You're going to need to choose your email service provider, as we talked about in last week's episode, where we just talked about the benefits of having an email list. You can choose Constant Contact, Flowdesk, Kajabi, ActiveCampaign (which I use), Mailchimp (which has a free tier when you're just starting out), ConvertKit; you name it. You do you; you choose yours. I'm not going to tell you which one to use. I've used a bunch of them over the years. They all have their pluses and minuses. I like ActiveCampaign for my business because I want to segment, I want to target, and I'm a data nerd. It's probably too much for someone who's just starting out or not doing all the segmenting and targeting and all the different things, and that's okay. There are ones you can use if you have five people on your list or a hundred people. There are ones you want to use if you have 50,000 people on your list.

Your needs today may change in the future, so don't worry about getting the email service provider that's going to work for you when you hit X magic amount. Get the one that works for you today because you can always export your list and transfer to a new service provider if you need something else. It's also a good way to help control your costs. Choose the tools that will help you get the job done today versus choosing the tools that you don't need until some point, four or five years down the road. Save the money now and just buy what you need for today. So, choose your email service provider.

Determine what you're going to use for your opt-in. Create your opt-in. If you're not super visually or graphic design-oriented, hire someone to do it for you so that it looks professional. If you have Canva, you can generally find templates and stuff on there. I've gone to just working with a couple of designers on Fiverr to do all of my social graphics and to do my opt-ins and things like that because they're better at it than I am, and that frees me up to focus in my zone of genius, doing other work that's going to have a bigger return for my business.

So you may want to write the content for it and then have someone actually design it for you. Have a professional do it so it looks great. Then you're going to want to set it up within your email service provider so that when they join a list, they get that email, and you want to make sure that they get a link that they can download right away. Then you're going to want to set a nurture sequence so you don't just send them that email one time and never email them again. There are specific emails we can send in a nurture sequence when someone first comes in because we know they're having an issue, they've got a problem, they've got a question—that's why they signed up. We want to talk about this option that we have for them, this item they requested, and then maybe talk about their business or their challenges. Then, we want to send an email that shows we can help them. We have this product or service that can help them. Then, we want to send our weekly email. Once they've gone through their new welcome nurture sequence and gotten our nurture emails, then we want to put them into our weekly email list so they continue to get information from us on a consistent basis. That's how we're really going to build our like and trust factors. They're going to come back. If we make our emails helpful, beneficial, and full of insights and information they look forward to reading, they're going to be more likely to remember us when they're ready to make a purchase. Now you can promote. If you're on my email list, you know that you get promotions from me periodically.


I do free training, so I'll tell you about those free training classes, and you always know that free training is no obligation. Come learn as much as you can. If you're ready to join me in class, then join me in class. I would love to have you in there, but if it's not the right time for you, that's okay. Still, come, take the free training, learn what you can, and then implement from there. If you need to make more money to pay for the paid class, implement what you learn in the free class, save the money you earn from what you've learned, and then take the paid class. If you're ready, take the paid class. I have some students who come into my world and sign up and take the paid class within two days. I have others who spend six to eight months with me, learning as much as they can for free, soaking it up, and then joining the paid class.

You want to make sure that you're providing value for everybody on your email list each week. If you have multiple ideal customers and different opt-ins, you may want to do more than one email a week to that segment. But don't send a bunch of emails each week unless you're in a promotional period. If you're in a promotional period, give people a way to opt out and just say, "I like your emails, but I don't want to hear about this promotion." That's okay, too. You have to make sure you're providing value for them. Keep your promotional emails limited to less than 20% of the time.

It is okay to sell. You have to sell. The only way your business is going to make money is if you sell. When you see my emails, and I send you through, usually once a year, the full sales portion for the course, whether you've signed up or not, I still don't necessarily feel like I like doing that, but I also know you have to sell. I'll invite you to the free courses. I'll tell you about the free training. I hope you sign up for them.

Every once in a while, you might actually get the sales emails, and I know people say I should do it more often than I do, but I don't like doing it a lot. I don't like to be high-pressure or sleazy sales. I don't believe in any of that. I'm more about "come to me, and I'll help you," and that's what I want for you to do as well because it builds a better relationship with your ideal customer. What I want you to do if you're not yet consistently creating emails, you have a list, and you have not nurtured them, or you don't yet have an opt-in, I want you to create one of your goals for Q1 of 2024 to get your email list in gear. If you need an opt-in, your goal is to create an opt-in, get your email service provider identified and set up, get that going, and start offering it to people. If you have a list but you're not emailing on a regular basis, then I want that to be your goal for Q1: get yourself into the habit of emailing once a week. If you are promoting heavily and not providing value, I want you to change that around and start providing more value and less promotion in your weekly email so that your list will improve, people will be excited to get your emails, and they'll want to work with you when they're ready.

If you have any questions about how to create an opt-in, share them everywhere. Put it on your blog post, website, or social media, and share it in your podcast or interviews. Always, always, always offer whatever opt-in you have that's going to be the most beneficial to them. "Take my free class," "grab my guide," "get the checklist," "take the free video"—whatever it is that you have that's going to help them. As long as your opt-in is helpful, you'll be fine. They'll sign up, and then it's up to you to take that relationship to the next step, nurture them, and keep in touch regularly. Periodically invite them to free training, give them a little gift, or offer your new fall lineup or whatever it is.

You have to invite people to work with you so that they know they can buy from you. Build your email list and protect it because it's one of the best assets you can have for your business. If you have any questions, you know how to find me. Email me or DM me on Instagram at Etched Marketing Academy. I would love to chat with you. If you are ready to join Simple Marketing, you can join now. We are in session, or we will be in session again in February. All right, I'll see you guys. Bye for now.