15 Email Opt-In Ideas | MP 85

On this marketing podcast, Samantha Carvalho talks about 15- email opt-in ideas

Are you building your email list? What are some great bonuses to offer your audience? How can you create simple yet enticing designs to use for your email opt-ins?

In this podcast episode, Sam Carvalho speaks about 15 Email Opt-In Ideas for you to try.

Podcast Sponsor: Therapy Notes

An image of Therapy Notes is captured as the sponsor on the Practice of the Practice Podcast, a therapist podcast. Therapy Notes is the most trusted EHR for Behavioral Health.

Is managing your practice stressing you out? Try TherapyNotes! It makes notes, billing, scheduling, and telehealth a whole lot easier.

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In This Podcast

  • E-book
  • Guide
  • Infographic
  • Template
  • Email course
  • Quiz
  • Swipe files
  • Checklists or cheat sheets
  • Challenge
  • Live call
  • Resource library
  • Spreadsheet
  • Video training
  • Facebook group
  • Coupons and deals


If you have lots of blog posts on the same topic then consider turning them into a free mini e-book that your audience can download.

You can make e-books using Canva or even Microsoft Word.

There is no optimal length for free e-books, as they can range from 10 pages to 100 pages. It is all about the value you provide within the e-book.


Similar to an e-book, a “how-to” guide shows your audience how to do something.

An example of this could be some calming techniques you share with clients in the therapy room.


Humans process visual data faster, and visual learners will love that you are offering your content in the form of a downloadable infographic.

Try experimenting between infographics and guides to see which perform best for your audience.


Customizable templates save people time.

If you are creating it yourself, you can create editable templates in Microsoft Word where your subscribers download the Word document and customize it on their computer. Canva also offers free editable templates. (Sam Carvalho)

Popular editable templates include:

  • Business cards
  • Resumes
  • Flyers
  • E-books
  • PDFs

Email course

Putting together a full-blown course can take a lot of time [because] it includes videos, editing, scriptwriting, etc. So if that’s not something you want to do or don’t have time for, consider offering an email course. All you need to do is create the content for a few emails … set up the course using your email marketing provider, and you’re good to go. (Sam Carvalho)

Email courses can be automated so once you have created them, it is hands-off. Be sure to pack it with useful information and PDF freebies.

This is a good way to provide your audience with valuable insight without needing to film a course or teach live.


Everyone has used a quiz at some point in their lives, which goes to show that quizzes are a great way to collect leads.

You can try using Try Interact to create quizzes for email list growth.

Swipe files

A Swipe File is a written copy you can reuse or tweak like emails, email subject lines, social media copy, ad copy, or landing page headlines.

If you have run a successful email series or social media campaign in the past, consider selling this copy to other therapists.

Checklist or cheat sheets

Everyone loves a good checklist to keep them on track with their goals.

These are easy to make in Canva.


Challenges help keep people accountable.

Not only is this a great way to have people enter your email list, [but] it also builds a tight-knit community as people will be going through the challenge together. (Sam Carvalho)

Here are some challenge ideas to consider:

  • Social media challenge to post for 30 days
  • Writing challenge to spend 10 minutes engaging in writing exercises planned by you for a week
  • Meditation challenge to meditate every day for a month through the guided meditation provided by you

Live call

You do not have to offer a free call to everyone who signs up for your email list, but you can offer one free live call a month and spin it as a contest.

Those who sign up for your list during that month are entered into the draw. You can also do things like bonus entries for sharing the signup page.

Experiment with this one … if you find it’s bringing you consistent quality leads that turn into profitable clients, keep it up. However, if it’s draining you and not benefiting you in the end, try another opt-in. (Sam Carvalho)

Resource library

Resource libraries are a great way to entice people to join your list and a perfect place to keep freebies.

How you create your resources library depends on your content management system like WordPress or Squarespace. Do a bit of digging to find out how to create a “members-only” page.

With many CMSs, you can create a password-protected page to house your freebies. When someone signs up to your email list, you can send them the password for the page so that they can easily access everything.


Spreadsheets can help someone who needs to keep track of something but may not have the time or the expertise to set it up from the start.

It can be a super simple spreadsheet, that is nice and organized, and it can end up bringing you a ton of new subscribers.

Video training

Consider adding downloadable training videos to your blog posts where you could further explain how to do something.

Facebook group

Private Facebook groups are great ways to interact with and get to know your audience better. People will need to sign up to an email list to gain an invite to the group.

Then, you remain in contact with people even after they unsubscribe from your email list.

Coupons and deals

If you have something to sell, create various offers that are exclusive to your email list.

Once you select which design you would like to make from Canva, your workspace will appear.

On the left-hand side, you can choose from different pre-made layouts, or you can create your own by going into elements, text, backgrounds, or uploading your imagery. When you have finished, click “download” and select “PDF”, and you are done!

Useful links mentioned in this episode:

Check out these additional resources:

Meet Sam Carvalho

A photo of Samantha Carvalho is captured. She is the Chief Marketing Officer and Designer at Practice of the Practice. She is the host of the Marketing A Practice Podcast and helps therapists successfully market and brand their private practices.Sam Carvalho is a graphic designer living in Cape Town, South Africa, with over five years of experience in both design and marketing, with a special interest and experience in the start-up environment.

She has been working with Practice of the Practice since 2016 and has helped over 70 therapist entrepreneurs take their practices to the next level by enhancing their visual branding. She loves working with a variety of clients on design-intensive tasks and is always up for a challenge!

Follow Sam on Instagram to see some of her work. To work with Sam, head on over to www.practiceofthepractice.com/branding.

Thanks For Listening!

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