Seamlessly Integrate WPForms with MailerLite
In today’s digital marketing landscape, effectively managing leads and subscribers is crucial for building a successful online presence. One way to streamline this process is by integrating WPForms with MailerLite. With the MailerLite addon, you can transfer leads gathered from your forms directly to your MailerLite dashboard, making it easier to engage with your audience. This guide covers everything you need to know to set up and utilize the WPForms MailerLite integration.
Development
Overview of WPForms and MailerLite Integration
WPForms is a popular drag-and-drop form builder plugin for WordPress, enabling users with varied technical skills to create customized forms. MailerLite is an email marketing service designed to help businesses manage their email campaigns efficiently. By combining these two tools, you can capture potential customer information through forms and directly add them to your MailerLite email lists for targeted marketing efforts.
Prerequisites for Integration
Before you begin, it’s essential to meet certain requirements:
- WPForms Licensing: Ensure that you have purchased at least a Plus license or higher because the MailerLite integration is only available at this tier.
- WPForms Installation: Check if you are running the latest version of WPForms. The MailerLite addon may have compatibility requirements that necessitate using the newest features and bug fixes available in the latest updates.
Step-by-Step Installation of the MailerLite Addon
Setting up the MailerLite addon is simple and straightforward. Here’s how to install it:
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Install and Activate WPForms: Begin by ensuring that the WPForms plugin is installed and activated on your WordPress website. Once you have the plugin covered, you can proceed to the next step.
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Activate the MailerLite Addon: Navigate to the WPForms settings where you can find the Addons tab. Here, you can search for the MailerLite addon and install it with a simple click. Once installed, make sure to activate it to enable functionality.
Connecting WPForms to MailerLite via API Key
In order to effectively utilize the MailerLite addon, you need to connect your WordPress site with MailerLite using an API key. This key acts as the bridge between the two applications, allowing for seamless data transfer.
How to Obtain Your MailerLite API Key
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Access MailerLite Dashboard: Log into your MailerLite account and click on the Integrations option from the main menu.
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Navigate to API Settings: Within the Integrations section, look for API settings to generate a new token.
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Generate a New Token: Click on the option to generate a new API key. You’ll be prompted to provide a name for your key. After entering a suitable title, click on “Create token.”
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Copy Your API Key: A new API token will be displayed. Ensure you copy this key, as it will be required to complete the integration setup.
Note: Be sure to save your API key in a secure location. Once you close the window containing the token, you will not be able to access it again unless you generate a new one.
Managing Connections in WPForms
Once you have your API key, it’s time to set the integration inside WPForms:
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Go to WPForms Settings: In your WordPress dashboard, navigate to WPForms » Settings and select the Integrations tab.
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Add MailerLite Account: Click on MailerLite, then choose the option to add a new account. Here, you will enter the API key you copied earlier, alongside a nickname for the account. This nickname can be anything you prefer.
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Establishing Additional Connections: If you find the need to incorporate more connections to MailerLite, simply repeat the process using different API keys and nicknames. Each API key and nickname combination is treated as a unique connection, allowing flexibility for multiple accounts or projects.
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Managing Existing Connections: If you decide you no longer need a specific connection, you can easily disconnect it by selecting the disconnect option for that account.
Utilizing MailerLite with WPForms
With your MailerLite API key successfully integrated, you can start using MailerLite functionalities with your forms.
Creating Your First Form with MailerLite Integration
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Add New Form in WPForms: To initiate, navigate to WPForms » Add New, where you can choose from various templates. For this example, let’s work with the Simple Contact Form.
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Connect MailerLite: After choosing your form template, head to the Marketing tab in the form builder interface. Here, you will choose MailerLite and select which account connection to utilize from those you set up earlier.
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Choosing an Action to Perform: There are several actions you can configure to manage how data from your forms is treated in MailerLite:
- Subscribe: This option adds a user as a new subscriber. During setup, you will specify if the user is marked as Active, Unsubscribed, or Unconfirmed in MailerLite, along with any specific groups you wish to add them to.
- Unsubscribe: This function allows you to remove users from your subscriber lists without deleting their data altogether.
- Delete: A more permanent solution, this will completely erase the subscriber’s information from your MailerLite account.
Mapping Form Fields to MailerLite
When setting up your form, particularly with the Subscribe action, it’s crucial to map your WPForms fields to the corresponding MailerLite custom fields, ensuring that all data is accurately transferred.
Using Conditional Logic with MailerLite
For a more tailored experience, WPForms allows the use of conditional logic. You can activate this feature right in the MailerLite settings when you are setting up your form. For instance, if a user responds with an answer that meets certain criteria, you can set rules that determine whether or not they should be added to your MailerLite list.
Opting for Double Opt-In
Double opt-in is a recommended practice for those looking to comply with regulations like GDPR. Use this feature to reinforce your trustworthiness with subscribers by confirming their interest via an additional email step.
To enable double opt-in with MailerLite:
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Enable on MailerLite Account: Log into your MailerLite and set up the double opt-in within your Account settings under the Subscribe settings option.
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Modify WPForms Addon Settings: Go back to your WPForms form leveraging MailerLite and make the necessary adjustments, ensuring that you set the subscription type to Unconfirmed. This configuration is paramount for the double opt-in process to function properly.
By carefully following these steps, you have now successfully integrated MailerLite with WPForms. You can now capture leads, manage subscriptions effortlessly, and maintain consistent contact with your audience.
Considering the various functionalities and configurable options that WPForms MailerLite integration offers, you can leverage this powerful combo to maximize your marketing efforts. Now, you have a streamlined process for growing your subscriber lists, segmenting audiences, and ultimately driving more successful email campaigns.
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