KickoffLabs

Add "Share via Email" To KickoffLabs

Step-by-step instructions for how to add a “Share via Email” form to any KickoffLabs page in just a few minutes.

We get a ton of people asking about how to learn from Morning Brew’s famously successful newsletter referral program, and often they’re using KickoffLabs as their platform for growing their audience.

While we cannot take hardly any credit at all for Morning Brew’s meteoric growth, our contact picker is absolutely a critical piece of the puzzle for them.

So, we built a script that allows KickoffLabs customers to easily add “Share via Email” functionality to their pages.

You’ll need:

  1. A KickoffLabs (KOL) account
  2. A CloudSponge account
  3. A Zapier account
  4. A way to send transactional emails (e.g. SendGrid, SendInBlue, Mandrill, Mailgun, Amazon SES, etc.)

Step 1: Add the form to your page

Shows KickoffLabs Add HTML Screenshot
Screenshot of KickoffLabs block editor interface button for adding an HTML element to your page.

Use the KOL block editor to add this HTML somewhere on your page where you want the form to render:

<div class="better-sharing-inline-email-form">Better Sharing will load here. 🔧 Made with ❤️ by CloudSponge.</div>

Step 2: Add the script to your footer

Shows the link on the KickoffLabs interface for "Head & Footer Codes)
Go to the “Head & Footer Codes” tab in your KickoffLabs page editor interface.

Paste this script in the “Footer Scripts” section of the “Head & Footer Codes” area of your KickoffLabs page :

<script
    src="https://unpkg.com/@cloudsponge/better-sharing-kickoff-labs.js"
    data-key="[YOUR_KEY_FROM_CLOUDSPONGE]"
    crossorigin="anonymous">
</script>

You’ll find your CloudSponge key in your account under the “Credentials” area.

Step 3: Create your Zap trigger

  1. Add our app to your Zapier account.
  2. Set your trigger to “Form Posted in CloudSponge”
  3. When you get to the “Find Data” step, go back to your KickoffLabs “Preview” and submit the form once to train Zapier on the data fields it can expect to see in the payload.

It’ll look something like this:

A screenshot of the Zap trigger's data format
This is how the Zap trigger’s data payload format should look.

Step 4: Create your Zap action

This part depends on your transactional email provider, but they’re mostly the same. We won’t try to explain it in detail here since Zapier’s interface does a great job of that, but we will give you a few pointers that will make your emails awesomer.

  1. When you can, you should include the owner’s first and last name in your “From Name” field. That way when your emails land in an inbox the recipient will recognize the sender’s name. For example, if I send you an email this way, the ideal “From” name would be: “Jay Gibb via CloudSponge” rather than just “CloudSponge”. Of course, if your user didn’t use the contact picker, then the owner’s first and last name won’t be available, so make sure you fall back to something that makes sense when those fields are blank.
  2. Your Subject and Body fields can be prepopulated with whatever you’re using in your KickoffLabs “Mailto” fields, so use those if you can so that you don’t have to update your Zap whenever you want to change your email copy.
  3. If it’s available, you should use the recipient’s name in the email body. It’s always better to have an email that starts with “Hey Jay,” rather than just “Hey,” Remember that this field might be blank, so you can use Zapier’s Helper called “Formatter” to create a default value just in case. That way can say, “Hey there,” which is still better than “Hey,”

Step 5: Launch and iterate

You’re done. Now launch it, watch it, and tweak it. Once you have some results, drop us a line and tell us about it. We’d love to feature you in a case study!

Reach out to use throughout this process by emailing support@cloudsponge.com or joining us in our Slack channel. We love this stuff and we want to do whatever we can to help you make it work for you.

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