The “Save Recipe” block lets readers easily save the recipe by emailing them a link to it. It can also subscribe them to your email newsletter.
By default, your WordPress site will send a plain text email that says “Here is your saved recipe: [url]”. For the best results though, we highly recommend setting up ConvertKit to send the Save Recipe email. This will ensure deliverability and it looks like your other emails.
Create a form in ConvertKit
In ConvertKit, use the Mills Template and make a form called “Save this Recipe”. Make sure that it has three form fields:
- Signup Page Title
- Signup Page URL
For the Signup Page Title & Signup Page URL, you will need to create custom fields on the sidebar on the right:
Setup form automation
You can set up the form so that either the users go into an automation to join an ongoing sequence or series or use a rule to do something similar.
For the Rule, you can set it up so that when the user fills out the Save the Recipe form, they are added to a certain sequence or given a certain tag if you don’t have sequences set up. You can also add a tag to your general subscriber list and use that; then the user will get whatever broadcasts that you send out regularly, your RSS feed, etc.
I use an Automation with mine and I set the automation to check if the users are already on my Forever Series list because I have a lot of repeat visitors. If they are not on the list, they start the Forever Series one day after they get the confirmation email. The confirmation email is the “Here’s your saved recipe” email.
I just set this up my this site the other day, so you can see some of the people are on day 2 and got moved to the Forever Series, some are still waiting, and only 1 so far was already on the list so they got kicked out of the automation. (Updating this a few days later, 41 people have made it into the series and only one more person has been kicked out.)
Connect the Save Recipe Block to the ConvertKit Form
Publish the form on ConvertKit but don’t link to it anywhere on your site.
Log into your WordPress site, go to WPForms, click on edit under the Save Recipe form, then go to Marketing > ConvertKit.
If the form is not already connected to ConvertKit, click “Add New Connection” in the top right.
Select the “Save This Recipe” form in the ConvertKit form dropdown. Select your Email field for the required ConvertKit Email field. Then select the Post Title and Post Permalink form fields for your ConvertKit custom fields – Signup Page Title and Signup Page URL.
It will show every field on every ConvertKit form that you have, so just choose the relevant ones for this form.
Finally, go to Settings > Notifications and make sure “Enable Notifications” is disabled. This will ensure they don’t also get the plain text email from WPForms and only get the email from ConvertKit.
Now, when a user fills out the form in the Save Recipe block, WPForms will send the data to ConvertKit, ConvertKit will send the recipe link as the confirmation email, and then put the users into the automation.
Customize the Email
To make the form more unique to you, you can edit the contents in ConvertKit by going to Settings > Incentive and clicking on Edit Email Contents:
You can use {{ subscriber.signup_page_title }} to display the title in the email (and in the subject of the email) and {{ subscriber.signup_page_url }} to display the link to the recipe. I also added a button with a link to my recipe index. (In the email below, {{ subscriber.signup_page_title }} in the content is a link – so the “text” will be {{ subscriber.signup_page_title }} and the “link” will be {{ subscriber.signup_page_url }} so you don’t actually see the URL below.)
