Content upgrades and opt-in freebies are vital for building a successful email list. Not only are they a great way to encourage your readers to sign up to your newsletter, but giving away free valuable information and resources will also help you build trust with your audience. It also provides you with the perfect opportunity to for you to create bonus content that will really help your readers and make them want to come back for more!
Worksheets, checklists and other PDF documents are a great option for your opt-in freebie. They quick and easy to create, plus they are also very effective at converting new email signups! I’m going to show you how you can create them for free!
1. Draft your freebie
If you’re creating a worksheet or a checklist, you might want to plan out what you’re going to write first. If you spend some time concentrating on the text beforehand, you can then just copy it straight into your page when you start designing the freebie.
Before you start designing, it’s also a good idea to form a rough draft on a piece of paper. Sketch an outline of what you want your freebie to look like. This way you have general guideline for the layout before you start creating it on your chosen design software.
2. Choose a program
Next you’ll need to decide what design program you’re going to use. Here are some great options:
- Microsoft Word
- Google Docs
- Apple Pages
- Adobe Illustrator
- Adobe InDesign
For this example, I’m going to show you how to create your free worksheets using Canva. Canva is a free online design software that everyone can access to create beautiful designs, plus it's easy to use making it perfect for beginners.
3. Open an A4 document
Open up Canva and select the A4 document option. A4 is a standard international paper size so this means your blog readers will be able to print it off easily from their own home.
4. Add text
Click 'text' on the panel on the left-hand side of the screen. You can then insert headings, sub headings, body text and stylised text. You can change the font, size, colour and formatting of the text at the top of the screen.
5. Add shapes or icons
Click ‘elements’ on the left-hand panel. This gives you a variety of options to spice up your document. You can add photos, grids, shapes, lines, illustrations, icons, frames and charts.
Under the ‘shapes’ tab, you can insert a rectangle shape to create a box on your worksheet. This can provide a space for your audience to answer questions or jot notes. You can change the colour of the box using the customisation bar at the top of the screen.
6. Add additional pages
If you’re creating a workbook, you may wish to have multiple pages within your document. To add more pages, click the ‘+ Add a new page’ button near the bottom of the screen.
7. Customise an existing template
Canva also has a wide variety of existing templates that you can customise. To view these, click the ‘layout’ tab on the side panel. You can then scroll through and find a template you wish to use.
Click on any part of the design to customise it. You can change the fonts, formats, colours, sizes and even insert new elements onto the document.
8. Save as a PDF
Once you're finished, it’s time to save your document as a PDF file. To do this, head to the top of the screen and click the ‘download button’ You can then choose to save and download your document as different formats. Choose the ‘PDF - Standard’ and click ‘download’. This will download the document as a PDF file onto your computer. Now you’re ready to upload it to your email marketing platform!
Note: Canva autosaves as you go along so if you want to refer back to your document to make any changes, just log into Canva and click ‘all your designs’ on the left-hand panel to view and edit your previous work.