This is use a contact type to construct your electronic mail record
Do you want to grow your email list faster? No problem.
There are a variety of list building strategies that you can implement. However, one of the easiest is to use your contact form.
How exactly can you use your contact form to get more email subscribers?
In this post, I’ll be posting a step-by-step guide that will walk you through the process from start to finish.
For this tutorial we are using a fantastic WordPress plugin called Kali Forms.
Note: For this tutorial, you must be using the self-hosted version of WordPress or WordPress.com (business plan or higher).
Why contact forms? And why Kali Forms?
Why would you use a contact form to accurately build your email list?
It’s one of the quickest and easiest to add to your email list. This is especially effective for those who provide services and encourage visitors to use their contact form.
Ok why should you use Kali Forms? There is no shortage of WordPress contact form plugins on the market. But I particularly like Kali Forms because it offers such a balance between simplicity, affordability and functionality.
Most importantly, the integrations with email providers are available on the lowest paid plan. Most of the other plugins have them locked behind higher plans.
Kali Forms will be integrated with the following email providers, regardless of which paid plan you have:
- Sendin Blue
- Campaign Monitor
- Get answer
Note: Don’t have an account with one of these email service providers? ConvertKit offers a free plan and is super easy to use.
Step 1 – Install Kali Forms
You need to go to the Kali Forms website and buy a license.
Once you have your license, you need to install and activate the free version of the plugin from WordPress.org.
Just search for Kali Forms in the plugins menu as follows:
Now click the button to install the plugin and activate it again.
Next, you need to download the Kali Forms Pro plugin you just purchased and upload it to your WordPress website. Install it like before and activate it.
Next we need to activate our license. We do this by going to Kali Forms → Licensing. Then we log in with our account details.
Now we need to activate our license. Below you will see the option to activate your license.
Once the license is activated, you will see green download icons for the other add-ons in the screenshot above.
We now need to click the download button next to that Kali Forms newsletter Extension.
Step 2 – Connect your email service provider
Now we’re connecting Kali Forms to our email service provider.
We do this by going to Kali Forms → Newsletter. You can then see what information you need:
In general, most email providers require a single API key. In some cases, they may need additional information such as an API secret key.
With this information, the plugin can send subscribers to your email provider.
The exact steps to get the API information depend on your email provider.
I’m using ConvertKit and I see that an API Key and API Secret are required.
You can find this information in my account profile:
Next, I’ll just paste this information into the plugin settings and hit save.
Step 3 – Build your form
Now we can create our contact form.
We create our shape by walking Kali Forms → Add New. Click the Add New button above. You will see a number of templates:
You can create your form from scratch, but we’ll choose that Contact form Template to speed things up. We have the option to choose the styling for the form. We choose the default Theme styling then click Import.
Note: You will see a prompt to set SMTP. This is an optional step that we’ll cover at the end so you can skip this one.
The form template that appears looks pretty simple, so you can customize it as needed:
Now we need to add a new field – a check box. This is because users need to sign up to be added to your email list.
click on Check box field and drag it to the bottom of your form.
After the check box is on your form, you can click on it. A settings panel will open on the left side of the screen.
We have to make our decisions. Since this is a simple check box that people can use to agree to receive your newsletter, all you have to do is add a selection.
Press the Options Drop-down menu to view more settings.
Then click Add selection. You will then need to enter something in the Label field.
I chose something simple: “Join the Blogging Wizard newsletter.” However, for the purposes of this tutorial, you may want to write something more compelling.
Next, you may want to customize other elements of your form. Change certain fields and add a captcha to block spam if you want.
You can also click Notifications tab above to customize how you receive notifications for your form.
Note: Make sure to use the Save button in the top right corner while editing your form.
Step 4 – Connect your form to your email service provider
Now we have to click Settings tab above and choose Newsletterfurther down the page.
I added my ConvertKit API details earlier. All I have to do is click a check box to confirm that I want to use ConvertKit on that particular form.
The options I see next vary slightly depending on the email provider you’re connected to.
When we select the ConvertKit form, we see several more options.
Now all we have to do is select the relevant information for each field. We therefore select the form field data under E-Mail address that we would like to send to our e-mail provider. In most cases, the form fields will match the type of data you sent. For example, select the email address field for email and the first name for the name field.
There is an option to use the tag selection box as well, but we’ll keep things simple for this tutorial.
Lastly, we need to set our consent settings.
The field for user consent is the check box unless you customized the caption when you created the form. There is only one option available for the value of user consent.
Finally click on save up in the upper right corner.
Note: There are a number of other settings that you can change on the settings page. These are completely optional, but you can go too General Settings and select the option to hide the form name. You may also want to configure your anti-spam settings.
Step 5 – Add the contact form to your contact page
When you create your form, you’ll see that Embed button in the upper right corner.
Clicking this button will copy a shortcode that you can paste into your contact page.
You can also view the shortcodes for all of your forms by going to Kali Forms → All forms.
Now you can add the form to your contact page and it will look something like this:
A nice simple contact form that makes it easy for people to subscribe to our email list.
Step 6 – Access to submitted forms and optional SMTP setup
I already mentioned an optional step to set up your SMTP information.
This is about how email notifications are sent.
By default, notifications are sent from the integrated WordPress mailer.
However, you can integrate third-party tools or enter SMTP email credentials. This improves the deliverability of e-mails.
You can also enter a bug email to see if sending emails fails and send test emails to make sure everything is working.
Ultimately, the right option will depend on your needs. Most people tend to stick to the default option. The main thing is to use the test email feature to make sure it is working as intended.
Note, however, that you can access and create submissions at any time through WordPress. They can be found by going to Kali Forms → Form entries.
Note: It is also worth testing your form to make sure the integration with your email provider is working properly.
And so you can expand your e-mail list using a contact form.
By now, you have a nice looking contact form that you can use to build your email list.
If you haven’t picked up your copy of Kali Forms yet, click here to get your license. If you want to learn more, check out our Kali Forms review.
Disclosure: This post contains affiliate links. This means that we may pay a small commission when you make a purchase.