← The Growth Pathway Tools The Commons · Rooted › Connect

Design Your Opt-In

An opt-in is the little sign-up box that turns a one-time website visitor into someone you can stay in touch with! Make four quick decisions here and watch your box take shape.

Auto-saving as you go
Think of it as a trade. Someone gives you their email, and they get something they actually want in return. Your job is to make it feel worth it, and to make saying yes take five seconds.
Decision 1

What are you inviting people into?

A clear offer gets far more sign-ups than "sign up for updates."

What lands in their inbox, and why it's worth it to them.
Decision 2

What will your box say?

Three short lines. Watch the preview update as you write (the fun part!).

Loading your voice…
The promise, short, like you're talking to a friend.
Make the offer concrete and easy to say yes to.
"Send me the weekly note" gets more taps than "Subscribe."
Decision 3

What will you ask for?

Every extra box costs you sign-ups, so ask for the least you need.

Email alone is easiest. A first name lets you greet people by name later. Either is great!
Decision 4

Where will your box go?

Put it where people already are. Pick every spot.

The payoff

Your Opt-In Box

Here's your box, just as a visitor will see it. Below it are the details to hand whoever builds it. You'll set up the form itself in your website builder (the Bonus Tutorials walk you through Squarespace and your email tool).

The details for whoever builds it