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 contact in the preferred list. You can also add custom fields.
At first, you are required to save the API Key of your EmailOctopus account on the plugin settings page.
After the api key is saved you can start creating new integration. Click on Add New under the AFI menu, New Integration page will appear.
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.
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.
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.
The basic free version of the plugin will have the EmailOctopus contact list, email, first name, and last name fields available.
The Pro version of the plugin will allow you to update subscribers and add custom 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 (|).
Finally, click the Save Integration button and you are done. Now you can start testing.
If the integration is not working, check the logs under the Log menu for any error.
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