ConvertKit
Overview
The Advanced Form Integration plugin allows to integrate many popular WordPress forms with ConvertKit. When a user fills a form on your website, the plugin will send the data to your ConvertKit account and create a subscriber to sequence.
Supported Features
- Create Contact (Basic Fields)
- Subscribe to Sequences & Forms
- Custom Fields AFI Pro
How To Setup
Authentication
Before start, you are required to authorize your ConvertKit account on the plugin settings page.
Go to AFI > Settings > General and you will find all the supported platforms listed there. Mark ConvertKit and hit the Save Changes button at the bottom.
Now find the ConvertKit tab at the top of the settings page click on that, You will be taken to the ConvertKit settings page, where you are to provide API Key then click on Save Changes button. (How to find api key is instructed in ConvertKit settings page)
Create New Integration
After the authentication part completed you can start creating new integration. Click on Add New under the AFI menu, New Integration page will appear.
Title
A default title will be auto-generated with an auto incremental number. You can rename it to something related to the task. It will help you to quickly recognize the correct one if multiple integrations are created.
Trigger
Select the sender form in the Form Provider dropdown. For example, Contact Form 7 or Gravity Form, or the Elementor Pro Form which you want to connect. After selecting the form provider, all forms built under that will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.
Action
Select ConvertKit in Platform dropdown. If you are using pro version you will get another option ConvertKit[PRO] there select it. Then select Subscribe to Sequence in the Task dropdown.
Map Fields
The available Sequences and Forms will automatically appear in the dropdowns. You need to select either one or both. If you’re using AFI Pro, select ConvertKit [PRO]. It has an additional dropdown called Tags. All the tags created in your account will be listed in that dropdown, so you can choose the one you want. On the left side, you’ll see ConvertKit fields, and on the right side dropdowns with the field titles from the form you selected in the trigger area. You can map the Email and Name fields as needed. In the Pro AFI plugin, you’ll also see custom fields (created in your ConvertKit account) under the email and name fields, which you can map and send data to.
Save Integration
Finally, click the Save Integration button and you are done. Now you can start testing.
Troubleshooting
After the integration is made, when users fill up the form and submit it, the plugin initiates the process of sending data to the configured platform. It also saves a log that includes what data it tried to send, and what it got in response from that platform. So if you find an integration is not working, your first task is to check the logs. Go to AFI > Log menu and check the recent logs.
Conditional Logic
Please check the documentation on Conditional Logic.
