GrooveMail Tutorial (Part 1) – How To Create An Email List, Tags, Opt-in Forms In GrooveMail & Embed It On A GroovePages

GrooveMail Overview

  • GrooveMail is an email marketing software and CRM that’s part of the Groovefunnels suite of apps.
  • The features and email automation available is similar to ActiveCampaign.
  • You can create and assign tags to contacts for list segmentation.
  • Send broadcast, create email autoresponders and email automation based on user’s behavior.

If you don’t have an email marketing responder yet, grab your FREE GrooveMail account here and receive bonus training from me.

Your free account gives you up to 500 email contacts for free and you’ll also get some free bonuses from me as well. 

How To Create An Email List Create Tags Opt-in Forms In GrooveMail And Embed It On A GroovePages Tutorial

To follow along in this GrooveMail tutorial, you will need to have created the following pages:  

1. Opt-in Page

In this example, I’ve created a free meal plan opt-in landing page.

2. Thank You Page 

This is the next page in your funnel after someone has opted in and clicked on the submit button. 

3. Download Page 

This is the page where people can download your freebie after they have clicked on your email confirmation link also known as a “double opt-in confirmation”. 

GrooveMail Tutorial Steps:

  1. Configure your sender email settings
  2. Create an email list
  3. Creating tags so for future segmenting
  4. Creating a form where you have the option of a single or double opt-in confirmation
  5. Embedding your form on your GroovePages opt-in page. 

1. Configure Your Sender Email Setting

  • Log into the GrooveMail app. 
  • Click on “Senders” on the left panel and select “Senders” under it. 

This is where you can add as many sender names and emails as you like.  

For example, if you have multiple websites you can have a unique sender name and email address per website. 

Over on the top right, click “New Settings”.

  • Under Sender Info heading, in “Sender Identity”, enter in your name or your company
  • Under “Sender Name”, enter in your name
  • “Sender Email”, this is the email address for that sender name so for example, it could be “[email protected]”. 
  • “Reply Email”, you can have it set to the same email like “[email protected]” or add a separate email for the help desk. 
  • Below you’ll see a “Default” tab, you can switch the tab to the right if you like this to always be the default email for your email campaigns.  
  • Head up top and click on “Business Info”. 
  • In the “Unsubscribed Text”, enter in your own unsubscribed text. For example, “Manage Subscriptions”. 
  • Under “Company Name”, put your company name there or it could be your own name. For example “Aimee Vo”. 
  • Under “Address”,  enter your mailing address and then click “Save”. 

The sender details will load on the screen but what you will notice under “Verified” it would say “No”. 

  • The moment you click on that save button, you will be sent an email verification notice from GrooveFunnels
  • Log in to your email as soon as possible and open the mail from GrooveFunnels and you click on the “Verify” button 
  • Note: There is an expiry period to that verification email. If you clicked on it at a later date, it may not work so click on the verification email as soon as you can.
  • Your status under Verified will go from NO to a YES.

2. Create An Email List 

Create an email list per website or funnel. 

  • You’ll find the email list under “Leads” in the left panel and under it select “Lists”  
  • For the purpose of this tutorial, I’ve already created a list called “health website list”
  • To create your list, click on the “New List” on the top right corner of the page. 

A pop up will appear asking for the list’s details so enter in the name of the list like “ master list” and a description then click on “Create List”. 

TIP: create one email list per website and use tags to segment that list. 

3. Creating Tags

To create tags, you will go to “Tags & Segments” on the left panel then click on “Tags”

Before we create any new tags let me briefly explain how the tag works… 

Tag Naming Convention

Let’s say you have…

  • 100 people who subscribe to your email list. 
  • 50 of those people subscribe to your free checklist you would tag them as the free checklist. 
  • 30 of those people subscribe to your newsletter so you would tag them with the newsletter.
  • 20 of those people purchase your ebook which you will tag with purchase ebook. 
  • You can then segment your email list using tags and email specifically those people which means you don’t need to create multiple email lists.  

You can create one master email list and then use tags to separate them later on. 

There are more ways to use tags which I’ll explain in future… 

TIP: Create a Google sheet and write down the name of your tags that you’ll be using so that you have a record of the tag names. 

In this example, I have a tag called “Free Anabolic Meal Plan”.

Every time someone submits their contact details in the opt-in form called “Free Anabolic Meal Plan” they will be:

  • Tagged “Free Anabolic Meal Plan” and
  • Added to the Health Website List. 

In GroovePages, click on “New Tag” on the top right corner of the page

  • Copy the tag from the spreadsheet then paste it in under the “Name” and give it the same description. 
  • Under category,  you can group your tags into categories. 
  • So let’s say that you have a bunch of tags for freebie email opt-ins and another category for buyers. 
  • For this example, you might want to create a category called “prospects”. 
  • In order to create a category, click on “Create New Category”. 
  • Type in the name of the category and click the “+” then I’ll click on “Create Tag”.

TIP: You can create as many tags as you like however I recommend keeping it simple, ideally one tag per opt-in form. 

Let’s do a quick recap… 

We configured the sender email settings

created an email list 

created tags for future segmenting.

And now we’re on step four…

4. Creating An Opt-in Form  

  • Let’s head back to GrooveMail and click on “Forms” on the left column and select “Forms”. 
  • If we cross-check over Google sheets, you can see that I’ve got a form name:  “Free anabolic meal plan”. 
  • For you to create a new form, click “New Form” on the top right of the page.
  • If your opt-in form is going to be for people who subscribe to your newsletter, you might name this form “newsletter”. 
  • If it’s a free lead magnet, then you would name it “free lead magnet”.
  • So name your form that you would easily remember and then press save.
  • Even though you created a form, you need to click “Save” first before it loads the form settings. 

From here, it’s pretty straightforward and there are five steps involved… 

1. Form Fields

So by default, the email form field is up top and if you want the first name form field to be up on top, you would need to click on the arrow beside it then it automatically reorders itself. 

If you like to add more fields, click on the “+ New Field”. 

  • Under “Field Identifier”, click on the drop-down arrow and you select the form field that is available. 
  • Let’s say you’d like people to provide their phone number, you can select “phone” and then click on save. 
  • You can also create your own custom field by clicking on “Create a custom field” and filling out all the details.

TIP: I recommend not to adding so many fields because the more details you ask from people, the lower your opt-in conversion. 

Since GrooveMail is in beta, we can’t change the call to action text of the “Submit” button.

But keep reading until the end because I’ve got a little trick on how to change this.

Okay, so click on “Save”. 

2. Opt-in settings 

  • Under “Optin”, I recommend you choose a double opt-in versus a single opt-in confirmation.

Single opt-in is when people don’t need to go back to their email inbox to click on a confirmation link.

Double opt-in requires them to check their email inbox and click on a confirmation link. 

TIP: Choose a double opt-in because if someone clicks on your email confirmation, they’re essentially giving you permission to email them. Your future emails are less likely to be marked as spam or go to the promotions inbox.  It also helps with a higher email delivery rate. 

  • Under “Sender Info”, leave it checked at “Send by email” because SMS is not available yet. 
  • Under the “Sender”, click on the drop-down and select your sender name which was set up in the first step.  
  • Next, head to the “Confirmation Content” tab.
  • In the “Subject”, you would enter your subject headline
  • Under the “Preview”, this is a sentence where people can see a text snippet of their email before they open it. 
  • Over in the left-hand column, you could see the “Dynamic Variables” which are the short codes to insert in your email body for personalization. 
  • For example, since we ask for the first name in the opt-in form, we can say “Hey {first_name},” and write the email body copy.  
  • Now you need to leave the “{optin_confirmation_link}” short code in place and don’t delete it because this will be the confirmation link where people will need to click on, in order to receive your freebie or your lead magnet. 

For now, there seems to be no feature available yet to turn the opt-in confirmation link into a button. Hopefully, they have this feature soon in the toolbar here.  

  • Once you added in your email copy, head up and click on the “Confirmation Page”.
  • Under the “Confirmation page URL”, you will need to enter the URL of the download page.
  • So once someone clicks on the confirmation link, they will be redirected to the download page where they can download their freebie. 

Let’s head back on top and click on the “Success page”. 

The “Success page URL” will be the next page in the funnel once someone enters their name and email to get your freebie. 

In this example, I’m going to add the “thank you page URL” then once you’ve done so, click on “Save & Next”. 

3. Welcome Email Setting

For your welcome email settings, it’s defaulted to your sender name however you can also choose not to send a “Welcome email”.

But for those that want to…

  • Under “Subject”, think of this as the first welcome email to introduce yourself. 
  • The “Preview” is where people can see a text snippet of their mail before they open it. 
  • And you can format your copy in the body using the toolbar.
  • Once you enter any personalization and your email copy, or if you plan not to send a welcome email just head up then click on “Save & Next”.

4. Configuring List, Tags and Sequences. 

  • Under “List“, for this example we want people to subscribe to the “Health Website List”. 
  • In order to add a list, click on this drop-down arrow and select the list that you created then click “Add”. 
  • And that’s how you add your email list. 
  • Head to the top and click on “Tags”
  • Click on “Yes, assign tags”, and under the first box, select the category that we created earlier which is “prospect”. 
  • In the next section, select the specific tag and click on “Add”. 
  • So now you will have the “Free anabolic meal plan tag” added to your Health Website List. 
  • Let’s head to “Sequences” up on top. 
  • If you already have your email copy planned out, you can start an email sequence by clicking “Yes, subscribe to email sequence” and select the email sequence that you’ve already created.  
  • For this tutorial, I’m not going to cover an email sequence as that requires some email copy planning. 
  • I’m just going to click on  “No, don’t subscribe to any sequence” then click on “Save & Next”.  

Now they’re going to give you the code to embed your opt-in form on GroovePages… 

5. Embedding Opt-in Form on GroovePages

I’m going to close out of this because there’s another way we can get the HTML code later so click on “Save & Exit”. 

I’ve already created a landing page for this tutorial.

If you don’t know how to create a pop-up, check out my GroovePages review here because I go through how to create a pop-up. 

  • Open up your GroovePages. 
  • Click on the “Popups” button on the left panel then click on the three-button and then select “Edit”. 
  • Then under “Elements”,  scroll down under “Others”.
  • Click on the “Code Embed” form then drag it in the pop-up.  
  • Okay, so we’ll close out of this.
  • Head back to GrooveMail. 
  • The “Free Anabolic Meal Plan” is the form that we just created.
  • In order to get the code, click on “Actions” on its left side and then click on “Get code”. 
  • It’s going to ask you whether you want the raw HTML code or the Javascript code. 
  • Now if you’re happy with just having the pink button with “Submit” then you would use the javascript code because it’s a simple embed. 
  • To change the call to action, select the Raw HTML Code and click on “Next”.

Then the code would appear so you would click on “Copy”.  

  • Open up a notepad and then paste that opt-in form code. 
  • So the CTA is currently “Submit”. 
  • Right under “class” on the HTML code, that is the call to action and beside it is “Submit” so change the word “Submit” to “Download your workbook”.
  • That’s how you can change the call to action text button. 
  • Once you’ve done so, copy all the code then minimize the notepad. 

Head back to the landing page and then click on the cogwheel icon on your popup. 

Add in the new code of the opt-in form we just created then press save. 

  • Click on “Save & Exit”

Then click on “Publish” on top and click “Publish” under the template settings. 

Let’s go to the landing page and do a test so click on “Download your workbook”. 

  • Here’s the pop-up and the opt-in form. 
  • Enter in a test name and then the email and then click on download your workbook. 

So the opt-in form is working because after we entered our name and email the success page is the thank you page. 

I’ve opened up my inbox and received an email with the subject of “Here’s your anabolic meal plan”. 

You will need to click on it in order for it to confirm your email. 

And once you click on it, you can download your freebie. 

So make sure that you have your:

Opt-in Page

Thank You Page and

Download Page…

created first before you go through the process of creating an email list, tags and an opt-in form.  

That’s it guys!  Make sure you grab your free sales funnel planning workbook below.

This workbook guides you through the 5 simple steps of creating simple yet seriously effective sales funnels that convert leads into sales!

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Aimee Vo

Aimee Vo is a digital marketing expert with over 12 years hands-on experience in SEO and paid traffic. She publishes content on sales funnels, lead generation, and content marketing with insights from personal experience.