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21 Different Types of Opt-Ins:
Which Should You Choose?
1. A PDF of a post
This is a great way to repurpose your existing content into an opt
in. The work is already done for you (pretty much) all you need to
do is convert the blog post into downloadable PDF and add a bit of
fancy formatting and design if you’re feeling up to it.
But why does this work if it’s already something that your audience
has access to, without needing to opt in? Because they can
download and keep it on their own personal computer. This means
that they can do whatever they like with it — like print it off and
make notes on it. This is a super simple and effective way to create
an opt in.
Example: Not to get all meta but this post is a great example!
2. An Ebook
Example: Brandfolder for Slack eBook: The Effective Way to do
Digital Asset Management
eBooks are like the holy grail of opt ins. They provide a lot of
valuable information and content to your target audience so the
majority of them will opt in and exchange their email address in
order to get their hands on your eBook.
Pack it with useful information and resources and make sure that it
answers some of their burning questions. That way you can tease
them with the opt in by saying “Have you ever wanted to know the
answer to X” in your CTA. If your eBook is relevant then you’ll be
inundated with email list subscribers through your opt in.
3. A Checklist
Example: Master Decluttering Checklist – It’s My Favorite Day
Raise your hand if you’re a sucker for a checklist!
I know I am. There’s just something about a checklist that gives you
confidence in the fact you haven’t missed anything and it helps you to
feel organized. Obviously, there’s no “one-size-fits-all” for checklists,
you’ll need to create something that will be valuable and useful to
your target audience in order to encourage them to opt in. Checklists
don’t need to be pages long, there could be as little as 10 items on
your checklist.
Example: Pinterest Group Board Cheat Sheet – Louise Myers
This is perfect if you have a course of are teaching something to
your audience. Here’s an example:
You might be a social media expert and you write a blog post about
how to up your game on Twitter. Great! But how can you make an
opt in out of this? A cheat sheet! Simple, concise, no fuss
instructions that your audience can opt in for. Used correctly, cheat
sheets hold so much value and people will practically be lining up to
opt in for this!
5. A Template
Example: How to Create a Content Marketing Calendar with
Free Template – Lilach Bullock
Templates are another done-for-you opt in that you can provide
your audience to get the best conversions. It doesn’t even need to
be a Word document template — those are so old school. Think
outside the box! What can you do with a spreadsheet or
PowerPoint or a visual graphics template that your audience is
going to find super valuable and jump at the chance to get their
hands on?
6. A “swipe file”
Example: 3 Rules for Persuasive Headlines with Free Swipe File
– The Persuasion Revolution
Another awesome opt-in — the swipe file. Swipe files can be used
for so many things but their primary use is for storing content. You
could use a swipe file to store a bundle of tested and proven
advertising and sales letters to provide as an opt-in for your
audience. Keeping a swipe file is a common practice used by
advertising copywriters and creative directors as a reference of
ideas for projects, so if this is your niche, you should definitely jump
on this opt-in. Used correctly, swipe file opt-ins are going to get
you some of the best conversions.
7. A toolkit
Example: The Declutter Toolkit – Redefined Rooms
This is another great opt-in that is adaptable to your audience’s
needs. You can literally put anything you want into a toolkit opt-in.
It could be a bunch of informational PDFs, virtual tools, resources,
you name it — just bundle it together into a toolkit that’s relevant
and useful to your audience.
8. A calendar
Example: Pinterest and Instagram Content Calendars – Tailwind
Not everyone has impeccable organizational skills. Calendars are
really valuable to those who struggle to organize their time. Your
calendar doesn’t even need to be scheduled or formatted, it could
simply be a month by month calendar with your company’s
branding on it. Your loyal following will love this and you’ll see some
of the best conversions rolling in! I seriously don’t know where I’d
be without a calendar!
9. A planner
Example: 90 Day Business Planner – Pxls Design Co
Similar to the calendar idea — sometimes it’s best to leave these
blank after all everyone’s schedules are individual and hectic!
Hence, why we all need a good planner! Offer something extra in
your planner to encourage people to opt in like an accounting
section or if you have product release dates, you can slip those in
there too!
10. A worksheet
Example: Creating Smart Goals with Free Printables – Happy
Organized Life
Worksheets are a great opt-in if you’re teaching your audience.
Sometimes people need to work through things by themselves to
find out the answer. For example, a health or diet coach might offer
a meal planning worksheet to their audience. So you pick so many
options for column A than column B and column C to create your
own personalized healthy meal plan. Hey-presto!
11. A workbook
Example: The Web Workbook – Design by Krista
A workbook is similar to a worksheet — but you already know that!
It’s enticing as an opt-in because a book suggests that it’s going to
be more dense and valuable than a single sheet. You can get some
of the best conversions from workbook opt-ins if you spend the
time to research and make sure they’re going to be of value to your
audience.
12. A calculator
Example: Student Loan Calculator – Student Loan Planner
I’m not talking 1+1=2 calculator! A calculator could be anything you
dream up! You can create an online calculator or a spreadsheet one
that your audience can download and use again. As an opt-in,
calculators are fantastic and create some of the best conversions!
Why? Because calculators give answers! So ask yourself “What
answers are my audience looking for?” and then give it to them in
the form of an opt-in!
13. A spreadsheet
Example: The Ultimate Guide to Budgeting Money in Your
Twenties – The Blissful Mind
Spreadsheets serve many purposes. You can use them for their
formula functionalities and create a calculator as I mentioned above.
You can also use them to create graphs and much, much more. But
at the most basic level, spreadsheets are used for data input,
output, and storage. How could you use this tool to create a
valuable opt-in? There are so many amazing possibilities!
14. A tutorial
Example: Simple Graphic Design with Canva – Simplifying DIY
Design
Video tutorials make great opt-ins with some of the best conversion
rates you’ll ever see. They show your audience they there’s
someone behind your brand who want to help them and show
them how to achieve their goals. You could make a tutorial for
anything — as long as it’s relevant and valuable to your audience.
15. A report
Example:State of Marketing Report – CoSchedule
If you have conducted an amazing piece of research to help yourself
or your business, you can share this with your audience as an
opt-in. Maybe you studied engagement levels across different social
media platforms to figure out which platforms users are more
active. That could be super valuable to your audience, so share it as
an opt-in!
16. A printable
Example: Free Printable Birch Tree Art Prints – Remodelaholic
Some people like a good old fashioned printable. You could go
creative with a relaxation coloring printable or serious and
sophisticated with a printable phone call log sheet. Everyone’s
audience is different and so needs something different but
sometimes, we all just want to stop looking at a computer screen
and go back to a traditional piece of paper and a pen — amiright?
17. A free course
Example: Intentionally Organized – Just a Girl and Her Blog
Free courses make for some of the best converting opt-ins around.
To your audience, you’re in a leadership position. They look up to
you for knowledge and guidance. So when you offer then this
knowledge for FREE they’re going to be sure to opt-in. There are
many ways you can deliver a free course, but I’d recommend an
email course. That way, there’s no if, buts or coconuts, they have to
give you their email address and opt-in to get this awesome free
course.
18. A mind map
Example: Mindmapping: 3 Steps to Rocking Your Business
Goals – Tasha B. Solutions
Mind maps are great… if you know where to start. The thing that all
these opt-ins have in common is that you’re giving away a starting
point, right? A kind of framework to help guide your audience
towards their own realization and knowledge. Something as simple
as the outline for a mind map with some words and phrases to get
the ball rolling can be super helpful.
19. A resource library
Example: Small Business Resource Library – Emma Lee Bates
Chances are, you already have a resources page or some kind of
archive full of super cool and helpful material. Why not turn this
existing resource into an opt-in? If you don’t already have a
resources page, I recommend you make one, STAT!
20. A quiz
Example: What Kind of Blog Should I Start – Create and Go
Use a form builder like Paperform to create quizzes. Quizzes should
be relevant to your brand and should have an email capture. The
possibilities with quizzes are endless! Quizzes give answers, so put
yourself in your audience’s shoes and think about what they most
need answers to right now. What kind of quiz is going to get them
to opt-in, no questions asked?
20. A free training
Example: Find Great Course Ideas – Mompreneur Money
How cool would it be to create something that makes people
WANT to check their emails to see if you’re in their inbox? Well,
you absolutely can! The answer is free training. Free knowledge.
Who doesn’t want that? This can be live training or on demand —
whatever suits you best. But whichever route you chose to take for
your free training, it should always end in a call to action.
Hopefully, these ideas got your wheels spinning. If you want help
creating an opt-in, or putting it all together, click the button below
to schedule a call:
Schedule a 15-minute strategy call
https://dabblemedia.com/go/15
https://dabblemedia.com/roadmap/

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21 different types of opt-ins: Which should you choose?

  • 1. 21 Different Types of Opt-Ins: Which Should You Choose?
  • 2. 1. A PDF of a post
  • 3. This is a great way to repurpose your existing content into an opt in. The work is already done for you (pretty much) all you need to do is convert the blog post into downloadable PDF and add a bit of fancy formatting and design if you’re feeling up to it. But why does this work if it’s already something that your audience has access to, without needing to opt in? Because they can download and keep it on their own personal computer. This means that they can do whatever they like with it — like print it off and make notes on it. This is a super simple and effective way to create an opt in. Example: Not to get all meta but this post is a great example!
  • 5. Example: Brandfolder for Slack eBook: The Effective Way to do Digital Asset Management eBooks are like the holy grail of opt ins. They provide a lot of valuable information and content to your target audience so the majority of them will opt in and exchange their email address in order to get their hands on your eBook. Pack it with useful information and resources and make sure that it answers some of their burning questions. That way you can tease them with the opt in by saying “Have you ever wanted to know the answer to X” in your CTA. If your eBook is relevant then you’ll be inundated with email list subscribers through your opt in.
  • 7. Example: Master Decluttering Checklist – It’s My Favorite Day Raise your hand if you’re a sucker for a checklist! I know I am. There’s just something about a checklist that gives you confidence in the fact you haven’t missed anything and it helps you to feel organized. Obviously, there’s no “one-size-fits-all” for checklists, you’ll need to create something that will be valuable and useful to your target audience in order to encourage them to opt in. Checklists don’t need to be pages long, there could be as little as 10 items on your checklist.
  • 8.
  • 9. Example: Pinterest Group Board Cheat Sheet – Louise Myers This is perfect if you have a course of are teaching something to your audience. Here’s an example: You might be a social media expert and you write a blog post about how to up your game on Twitter. Great! But how can you make an opt in out of this? A cheat sheet! Simple, concise, no fuss instructions that your audience can opt in for. Used correctly, cheat sheets hold so much value and people will practically be lining up to opt in for this!
  • 11. Example: How to Create a Content Marketing Calendar with Free Template – Lilach Bullock Templates are another done-for-you opt in that you can provide your audience to get the best conversions. It doesn’t even need to be a Word document template — those are so old school. Think outside the box! What can you do with a spreadsheet or PowerPoint or a visual graphics template that your audience is going to find super valuable and jump at the chance to get their hands on?
  • 12. 6. A “swipe file”
  • 13. Example: 3 Rules for Persuasive Headlines with Free Swipe File – The Persuasion Revolution Another awesome opt-in — the swipe file. Swipe files can be used for so many things but their primary use is for storing content. You could use a swipe file to store a bundle of tested and proven advertising and sales letters to provide as an opt-in for your audience. Keeping a swipe file is a common practice used by advertising copywriters and creative directors as a reference of ideas for projects, so if this is your niche, you should definitely jump on this opt-in. Used correctly, swipe file opt-ins are going to get you some of the best conversions.
  • 15. Example: The Declutter Toolkit – Redefined Rooms This is another great opt-in that is adaptable to your audience’s needs. You can literally put anything you want into a toolkit opt-in. It could be a bunch of informational PDFs, virtual tools, resources, you name it — just bundle it together into a toolkit that’s relevant and useful to your audience.
  • 17. Example: Pinterest and Instagram Content Calendars – Tailwind Not everyone has impeccable organizational skills. Calendars are really valuable to those who struggle to organize their time. Your calendar doesn’t even need to be scheduled or formatted, it could simply be a month by month calendar with your company’s branding on it. Your loyal following will love this and you’ll see some of the best conversions rolling in! I seriously don’t know where I’d be without a calendar!
  • 19. Example: 90 Day Business Planner – Pxls Design Co Similar to the calendar idea — sometimes it’s best to leave these blank after all everyone’s schedules are individual and hectic! Hence, why we all need a good planner! Offer something extra in your planner to encourage people to opt in like an accounting section or if you have product release dates, you can slip those in there too!
  • 21. Example: Creating Smart Goals with Free Printables – Happy Organized Life Worksheets are a great opt-in if you’re teaching your audience. Sometimes people need to work through things by themselves to find out the answer. For example, a health or diet coach might offer a meal planning worksheet to their audience. So you pick so many options for column A than column B and column C to create your own personalized healthy meal plan. Hey-presto!
  • 23. Example: The Web Workbook – Design by Krista A workbook is similar to a worksheet — but you already know that! It’s enticing as an opt-in because a book suggests that it’s going to be more dense and valuable than a single sheet. You can get some of the best conversions from workbook opt-ins if you spend the time to research and make sure they’re going to be of value to your audience.
  • 25. Example: Student Loan Calculator – Student Loan Planner I’m not talking 1+1=2 calculator! A calculator could be anything you dream up! You can create an online calculator or a spreadsheet one that your audience can download and use again. As an opt-in, calculators are fantastic and create some of the best conversions! Why? Because calculators give answers! So ask yourself “What answers are my audience looking for?” and then give it to them in the form of an opt-in!
  • 27. Example: The Ultimate Guide to Budgeting Money in Your Twenties – The Blissful Mind Spreadsheets serve many purposes. You can use them for their formula functionalities and create a calculator as I mentioned above. You can also use them to create graphs and much, much more. But at the most basic level, spreadsheets are used for data input, output, and storage. How could you use this tool to create a valuable opt-in? There are so many amazing possibilities!
  • 29. Example: Simple Graphic Design with Canva – Simplifying DIY Design Video tutorials make great opt-ins with some of the best conversion rates you’ll ever see. They show your audience they there’s someone behind your brand who want to help them and show them how to achieve their goals. You could make a tutorial for anything — as long as it’s relevant and valuable to your audience.
  • 31. Example:State of Marketing Report – CoSchedule If you have conducted an amazing piece of research to help yourself or your business, you can share this with your audience as an opt-in. Maybe you studied engagement levels across different social media platforms to figure out which platforms users are more active. That could be super valuable to your audience, so share it as an opt-in!
  • 33. Example: Free Printable Birch Tree Art Prints – Remodelaholic Some people like a good old fashioned printable. You could go creative with a relaxation coloring printable or serious and sophisticated with a printable phone call log sheet. Everyone’s audience is different and so needs something different but sometimes, we all just want to stop looking at a computer screen and go back to a traditional piece of paper and a pen — amiright?
  • 34. 17. A free course
  • 35. Example: Intentionally Organized – Just a Girl and Her Blog Free courses make for some of the best converting opt-ins around. To your audience, you’re in a leadership position. They look up to you for knowledge and guidance. So when you offer then this knowledge for FREE they’re going to be sure to opt-in. There are many ways you can deliver a free course, but I’d recommend an email course. That way, there’s no if, buts or coconuts, they have to give you their email address and opt-in to get this awesome free course.
  • 36. 18. A mind map
  • 37. Example: Mindmapping: 3 Steps to Rocking Your Business Goals – Tasha B. Solutions Mind maps are great… if you know where to start. The thing that all these opt-ins have in common is that you’re giving away a starting point, right? A kind of framework to help guide your audience towards their own realization and knowledge. Something as simple as the outline for a mind map with some words and phrases to get the ball rolling can be super helpful.
  • 38. 19. A resource library
  • 39. Example: Small Business Resource Library – Emma Lee Bates Chances are, you already have a resources page or some kind of archive full of super cool and helpful material. Why not turn this existing resource into an opt-in? If you don’t already have a resources page, I recommend you make one, STAT!
  • 41. Example: What Kind of Blog Should I Start – Create and Go Use a form builder like Paperform to create quizzes. Quizzes should be relevant to your brand and should have an email capture. The possibilities with quizzes are endless! Quizzes give answers, so put yourself in your audience’s shoes and think about what they most need answers to right now. What kind of quiz is going to get them to opt-in, no questions asked?
  • 42. 20. A free training
  • 43. Example: Find Great Course Ideas – Mompreneur Money How cool would it be to create something that makes people WANT to check their emails to see if you’re in their inbox? Well, you absolutely can! The answer is free training. Free knowledge. Who doesn’t want that? This can be live training or on demand — whatever suits you best. But whichever route you chose to take for your free training, it should always end in a call to action.
  • 44. Hopefully, these ideas got your wheels spinning. If you want help creating an opt-in, or putting it all together, click the button below to schedule a call: Schedule a 15-minute strategy call https://dabblemedia.com/go/15