{"id":3495,"date":"2018-12-11T03:09:17","date_gmt":"2018-12-11T03:09:17","guid":{"rendered":"https:\/\/getstencil.com\/blog\/?p=3495"},"modified":"2018-12-14T16:10:21","modified_gmt":"2018-12-14T16:10:21","slug":"what-you-need-to-know-about-creating-your-first-opt-in-freebie","status":"publish","type":"post","link":"https:\/\/getstencil.com\/blog\/what-you-need-to-know-about-creating-your-first-opt-in-freebie\/","title":{"rendered":"What You Need to Know About Creating Your First Opt-In Freebie"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">You\u2019ve likely seen, and even downloaded, dozens of digital freebies before. If you\u2019ve been greeted by a pop-up on a website that says, \u201cFree Download!\u201d then you\u2019ve seen a freebie opt-in. This is a great tool for businesses to accomplish a number of goals:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Drive subscribers. A freebie is a great incentive to join an email list. <\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Drive sales. You begin the relationship by giving rather than asking.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Drive brand equity. You\u2019re providing something your audience finds valuable.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The question is: how do you create <\/span><a href=\"https:\/\/jessicathiefels.com\/blog\/create-digital-freebies\/\"><span style=\"font-weight: 400;\">your first opt-in freebie<\/span><\/a><span style=\"font-weight: 400;\">? There are just five steps you need to take to get from idea to execution. Follow along as you prepare your first opt-in freebie and get ready to drive your sales, subscribers and brand equity.<\/span><\/p>\n<p><!--more--><\/p>\n<h2><b>Step 1: You Need an End-Goal<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">If you\u2019re going to put time and energy into creating a freebie, there should always be an end-goal. By end-goal, I mean: What do you want people to do once they\u2019ve downloaded the product? How does your business\u2019 bottom line benefit from this effort? <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Remember that your freebie is just an entrance to something bigger, so what is that \u201csomething bigger\u201d for you? For example: An interior designer may create a freebie about feng shui and how to apply it to your house. Their end goal might be for you, the downloader, to then book an intro appointment for an in-home assessment. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">To get to this end goal for your freebie, start with your current business goals and work backward. The interior designer\u2019s goal is to book more in-home assessments. From there, the question is: What\u2019s the first step to getting new customers to do so? In this case, that first step is educating potential clients on a key part of that process: feng shui. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">With this education, the potential customers may be more inclined to set up their assessment because now they know the value of it\u2014and may even have realized that they need more help to bring to life the changes they want to make.<\/span><\/p>\n<h2><a href=\"https:\/\/getstencil.com\/blog\/wp-content\/uploads\/2018\/12\/Whats-the-end-goal_.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3505 size-large\" src=\"https:\/\/getstencil.com\/blog\/wp-content\/uploads\/2018\/12\/Whats-the-end-goal_-1024x576.jpg\" alt=\"What's the end-goal with your freebie?\" width=\"560\" height=\"315\" srcset=\"https:\/\/getstencil.com\/blog\/wp-content\/uploads\/2018\/12\/Whats-the-end-goal_-1024x576.jpg 1024w, https:\/\/getstencil.com\/blog\/wp-content\/uploads\/2018\/12\/Whats-the-end-goal_-600x338.jpg 600w, https:\/\/getstencil.com\/blog\/wp-content\/uploads\/2018\/12\/Whats-the-end-goal_-300x169.jpg 300w, https:\/\/getstencil.com\/blog\/wp-content\/uploads\/2018\/12\/Whats-the-end-goal_-768x432.jpg 768w, https:\/\/getstencil.com\/blog\/wp-content\/uploads\/2018\/12\/Whats-the-end-goal_.jpg 1200w\" sizes=\"(max-width: 560px) 100vw, 560px\" \/><\/a><\/h2>\n<h2><b>Step 2: You Need a Format<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Freebies come in all shapes and sizes. Once you know your end goal, it\u2019s time to decide what format your freebie will take. There are a number of ways to make this decision:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Industry standards: what\u2019s common in your industry? For some, that\u2019s a case study while for others it\u2019s a workbook.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Topic: If you already know your topic, choose the format that will best support it.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Audience: Poll your audience to see what they want.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Here are a few popular freebie formats to consider. <\/span><\/p>\n<h3><b>Ebook<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">If you have a lot to share or want to provide an extensive amount of information, an ebook is the way to go. If you don\u2019t yet have a topic in mind, you can use the data to guide you. In <\/span><a href=\"https:\/\/founderu.selz.com\/7-steps-create-sell-ebook-website\/\"><span style=\"font-weight: 400;\">8 Steps to Creating and Selling eBooks<\/span><\/a><span style=\"font-weight: 400;\">, Selz recommends: \u201cA great way to gauge what your audience responds to is to look at which of your blog posts and social media updates currently get the most comments or shares.\u201d Check Google Analytics or your social media insights to gather this data and then determine the focus of your ebook.<\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">Use if: You want to educate on a larger topic that needs to be broken down into sections, or in this case, chapters. <\/span><\/i><\/p>\n<h3><b>Workbook or Guide<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">If you want to make your freebie hands-on, a workbook or guide could be a great freebie opt-in for you to share. This can be shorter than an ebook, but doesn\u2019t have to be. The key is making it less about what you have to say and more about taking the person through a process to reach an end goal. <\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">Use if: You want users to gets hands-on, learning something step-by-step.<\/span><\/i><\/p>\n<figure id=\"attachment_3506\" aria-describedby=\"caption-attachment-3506\" style=\"width: 560px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/getstencil.com\/blog\/wp-content\/uploads\/2018\/12\/Be-a-guide-to-your-audience-with-the-freebie..jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-3506 size-large\" src=\"https:\/\/getstencil.com\/blog\/wp-content\/uploads\/2018\/12\/Be-a-guide-to-your-audience-with-the-freebie.-1024x576.jpg\" alt=\"Be a guide to your audience with the freebie!\" width=\"560\" height=\"315\" srcset=\"https:\/\/getstencil.com\/blog\/wp-content\/uploads\/2018\/12\/Be-a-guide-to-your-audience-with-the-freebie.-1024x576.jpg 1024w, https:\/\/getstencil.com\/blog\/wp-content\/uploads\/2018\/12\/Be-a-guide-to-your-audience-with-the-freebie.-600x338.jpg 600w, https:\/\/getstencil.com\/blog\/wp-content\/uploads\/2018\/12\/Be-a-guide-to-your-audience-with-the-freebie.-300x169.jpg 300w, https:\/\/getstencil.com\/blog\/wp-content\/uploads\/2018\/12\/Be-a-guide-to-your-audience-with-the-freebie.-768x432.jpg 768w, https:\/\/getstencil.com\/blog\/wp-content\/uploads\/2018\/12\/Be-a-guide-to-your-audience-with-the-freebie..jpg 1200w\" sizes=\"(max-width: 560px) 100vw, 560px\" \/><\/a><figcaption id=\"caption-attachment-3506\" class=\"wp-caption-text\">Be a guide to your audience with the freebie!<\/figcaption><\/figure>\n<h3><b>Templates<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Templates make great freebies for a few reasons. Not only do they make people\u2019s lives easier, but you\u2019re giving someone a branded item that they\u2019ll use on a regular basis. This is great for brand recognition if you\u2019ve done a good job of branding the product with your logo, colors, and personality. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">To make your templates stand out, make sure they\u2019re dynamic and editable. If you\u2019re using a PDF, allow downloaders to fill it in digitally, rather than having to print and hand-write. If your template is created in a spreadsheet, you can simply offer it as a \u201cview-only\u201d Google Sheet that can be downloaded and then added to Drive or Excel to customize. <\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">Use if: Your goal isn\u2019t to educate, but help the user do something they already know how to do, but with better structure. <\/span><\/i><\/p>\n<h2><b>Step 3: You Need a Promotion Plan<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">With goals in place and your format and topic or focus chosen, it\u2019s time to create your promotion plan. This ensures that your freebie is seen by the right people and that you get as many eyes on it as possible. Your promotion plan should answer a few key questions:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Where will your opt-in live? A pop-up? A landing page?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Will you offer to only a segment of your audience?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Will you promote it on other platforms?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Will you promote it in advance to generate buzz?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Will you write supporting blog posts about it or featuring it?<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">If you plan to promote the freebie on other platforms, like social media, it will be best to have a landing page for your freebie, so it\u2019s easy to link to. This also allows you to invite people to download it, link to it in blog posts, and email it to your subscribers. If you have a small social following or are using this to build your subscriber base, but have high traffic to your website, a pop-up would be a great option.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Answer these questions to put together a clear promotion plan so you can get the most out your opt-in.<\/span><\/p>\n<h2><b>Step 4: You Need an Email Automation Flow<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Once the freebie is downloaded, how will you engage your new subscribers? Setting up an email automation flow is key. If you want them to take a bigger step after downloading, you need to nurture them. You need to get them to \u201c<\/span><a href=\"http:\/\/jessicastansberry.com\/sell-know-like-trust-factor\/\"><span style=\"font-weight: 400;\">know, like and trust<\/span><\/a><span style=\"font-weight: 400;\">\u201d you so when you ask them to book the initial assessment, sticking with our previous example, they\u2019ll say yes.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It also ensures that you stay top of mind, so they don\u2019t simply download your freebie and forget about your brand. To set up your campaigns, in addition to creating and promoting the freebie, you\u2019ll need the right tools.<\/span><\/p>\n<h2><b>Step 5: You Need the Right Tools<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">To create and host your freebie, and stay in touch with those who\u2019ve downloaded it, you need the following tools in your toolbox: <\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Design tool (<\/span><a href=\"https:\/\/getstencil.com\/pricing\"><span style=\"font-weight: 400;\">Stencil<\/span><\/a><span style=\"font-weight: 400;\">!)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Offer software<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email automation software<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">I\u2019ve been testing a lot of new tools lately, and there are some that I\u2019ve relied on for more than five years. It\u2019s so hard to know the best tool for your needs, with so many options available, so if you\u2019re not sure where to start, check out some of my favorites below:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>HelloBar:<\/b><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"> I\u2019ve used HelloBar for five or so years and love the product. You can customize colors, images, font, font size, and more all with the free tool. If you want to remove the branding and target certain opt-ins on specific pages, you can upgrade to the next level. I highly recommend doing so if you have multiple audiences, so you can serve your opt-ins most effectively.<\/span><\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Mailchimp: <\/b><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Mailchimp is a great free product for sending emails. With enough data to tell you if you\u2019re sending the right number of emails and capturing subscribers\u2019 attention, it\u2019s a good tool to start with.<\/span><\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Zapier:<\/b><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"> You\u2019ll need this to connect MailChimp with any opt-in tool you decide to use if that tool does not have email built into it already. For example, to connect HelloBar and Mailchimp, you can use Zapier.<\/span><\/span><\/li>\n<li style=\"font-weight: 400;\"><b>ConvertKit:<\/b><span style=\"font-weight: 400;\"> This allows you to build landing pages, pop-ups, and in-text opt-ins and then set up your automation flows. It does cost money to use but is a good all-in-one option.<\/span><\/li>\n<\/ul>\n<h3><b>Create Your First Opt-In Freebie<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Follow along with these steps to develop your first opt-in freebie. With goals set and intentional decisions about topic, format and automation flow, you\u2019ll be more likely to get the most value from your efforts. That may translate to more sales, brand awareness or subscribers\u2014in either case, you\u2019re taking an important step toward growing your business. <\/span><\/p>\n<p><a href=\"https:\/\/getstencil.com\/blog\/wp-content\/uploads\/2018\/12\/What-You-Need-to-Know-About-Creating-Your-First-Opt-In-Freebie-freebie-onlinebiz.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3504\" src=\"https:\/\/getstencil.com\/blog\/wp-content\/uploads\/2018\/12\/What-You-Need-to-Know-About-Creating-Your-First-Opt-In-Freebie-freebie-onlinebiz.jpg\" alt=\"What You Need to Know About Creating Your First Opt-In Freebie #freebie #onlinebiz\" width=\"600\" height=\"900\" srcset=\"https:\/\/getstencil.com\/blog\/wp-content\/uploads\/2018\/12\/What-You-Need-to-Know-About-Creating-Your-First-Opt-In-Freebie-freebie-onlinebiz.jpg 600w, https:\/\/getstencil.com\/blog\/wp-content\/uploads\/2018\/12\/What-You-Need-to-Know-About-Creating-Your-First-Opt-In-Freebie-freebie-onlinebiz-200x300.jpg 200w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You\u2019ve likely seen, and even downloaded, dozens of digital freebies before. If you\u2019ve been greeted by a pop-up on a website that says, \u201cFree Download!\u201d then you\u2019ve seen a freebie opt-in. This is a great tool for businesses to accomplish a number of goals: Drive subscribers. A freebie is a great incentive to join an [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":3502,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","footnotes":""},"categories":[222],"tags":[247,249,245,248,246,72,250],"class_list":{"0":"post-3495","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-marketing","8":"tag-ebook","9":"tag-email","10":"tag-freebie","11":"tag-guide","12":"tag-opt-in","13":"tag-templates","14":"tag-tools","15":"entry"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What You Need to Know About Creating Your First Opt-In Freebie | Stencil<\/title>\n<meta name=\"description\" content=\"Are you wondering what you can do to create an opt-in freebie? 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