EmailOctopus

Author: Nasir Ahmed 92 views

Overview

The Advanced Form Integration plugin allows integration from many popular WordPress forms with EmailOctopus. When a user fills a form on your website, the plugin will send the data to your EmailOctopus account and create or update a subscriber in the preferred list. You can also add custom fields.

Supported Features

  • Create a new contact with basic fields (First Name, Last Name, Email). It also allows adding the contact to a preferred contact list
  • Update a contact Pro
  • Add custom fields Pro

How To Setup

Obtaining EmailOctopus API Key

At first, you are required to save the API Key of your EmailOctopus account on the plugin settings page.
  1. Go to the WordPress admin area AFI Settings menu and activate EmailOctopus.
  2. Select the EmailOctopus tab.
  3. Click on the link to get the API Key.
  4. You will be taken to the EmailOctopus api documentation page. (Log in to your account if needed)
  5. Copy the key.
  6. Paste it in the EmailOctopus API Key input box and hit the Save button.

Create New Integration

After the api key is saved you can start creating new integration. Click on  AFI Add New  menu. The 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 EmailOctopus in Platform dropdown. In the Pro version, you’ll get another option called EmailOctopus [PRO]. Select that one. Then select Subscribe To List in the Task dropdown.

emailoctopus - afi basic
The basic free version of the plugin will have the EmailOctopus contact list, email, first name, and last name fields available.
emailoctopus - afi pro
The Pro version of the plugin will allow you to update subscribers and add custom fields.
Map Fields
emailoctopus map fields
Available contact lists will be auto-populated in the list drop-down. Select the desired one. You will find EmailOctopus fields on the left side and form fields dropdown on the right. This form field dropdown will contain the field titles of the form you selected in the trigger area. Map Email, First Name, Last Name, etc., and other fields that you want. Skip the fields that are not needed.
Update Contact: By default, the plugin will only add new subscribers to a EmailOctopus list. If the contact already exists before in the list and your want to update it, check this box.

Double Opt-In: Mark this checkbox if you want to send the confirmation request email to the user who submitted the form.

Custom Fields: Use key=value pair to add a custom field. The key is the Field Tag you saved in the fields section of EmailOctopus. You can set a fixed data as the value or map a form field. To add multiple custom fields, use multiple key=value pairs separated with pipe (|).

emailoctopus fields
EmailOctopus – custom fields
emailoctopus - custom fields
AFI – Custom fields mapping

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. 

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