Email Marketing comes with several challenges, including deliverability, boosting engagement, increasing ROI, or finding the adequate tool to build and nurture your email list. However, WordPress users have an extra challenge. Figure out how to connect your email marketing tool with your WordPress website.
The great news is that Ninja Forms offers integrations with multiple marketing services including the EmailOctopus to remove that extra challenge for you. EmailOctopus software comes with the essential features focusing to do less but doing it better while offering great value for the money. Combining this tool with our EmailOctopus integration, you create incredibly effective sign-up forms and take charge of your email marketing like never before!
So without further ado let us show you how you can easily create an EmailOctopus WordPress form using the Email Octopus add-on. Quick setup, no code or developer required.
Table of content
- Connect your EmailOctopus account to WordPress
- Add a subscriber to the EmailOctopus list
- Signup contacts to different newsletter lists
1. Connect your EmailOctopus account to WordPress
There are three essential things you need in order to create an EmailOctopus WordPress form:
Once you installed and activated the plugins, it’s time to connect your forms to EmailOctopus. If you are not sure how to proceed with the installation, make sure to check our installation instructions (it takes less than 2 minutes).
Log in to your EmailOctopus account to access API Key
In order to connect your forms with EmailOctopus, you need to create an API Key in your EmailOctopus account. Navigate to your Account > Integrations & API > click Create.
Another page will open. Here, you click Create key. Then, you’ll enter the optional Key name. In our example, we named our key WordPress Ninja Forms. Now click Create to access your API key.
Your API key will display along with options to Copy or Download the key. Make sure you save it and secure this key as it won’t show again in your account.
Copy the API key and head over to your WordPress site.
Authenticate Ninja Forms with EmailOctopus using your API Key
Now that you copied your API Key from the EmailOctopus account, go back to your WordPress dashboard (or installation) with the Ninja Forms EmailOctopus add-on installed. Navigate to the Ninja Forms > Settings and scroll down to the EmailOctopus area. Input your API Key.
Scroll to the bottom of the page and click Save Settings. That’s it! You’ve just connected Ninja Forms to your EmailOctopus account.
2. Add a subscriber from your WordPress form to the EmailOctopus list
Now that you connected your WordPress forms to your email account, you can create an EmailOctopus WordPress form and start sending your contacts to your EmailOctopus list.
This is done via EmailOctopus action. If you installed the EmailOctopus add-on, you will see the EmailOctopus action under the Installed section.
To enable it, click the EmailOctopus action. Once you click on the enabled action, you will see a list field. Here, you’ll want to select the list where you want to add your contacts.
In order to map fields from your WordPress form to your EmailOctopus fields, you’ll need to click the merge tag icon on each field where you wish to create a mapping.
3. Signup contacts to different newsletter lists
When you have an account with multiple email lists, it can take you quite a lot of time to organize your contacts manually. Luckily, with Conditional Logic, it will only take a few simple clicks, and your new signups will be automatically sorted into the list of your choice.
If you do this, you can be sure you are growing a high-quality email list and targeting the correct audience leading to improved conversions.
Create a form field on your WordPress form
In order to sort your users into different email lists, you need one of our following fields that works with conditional logic:
In our form example, we are using the Checkbox List field to sort our new subscribers into different lists. (Blog Posts Updates, Promotional Offers, Product Updates). Keep in mind if you are using Conditional Logic on your form, you want to make sure the field’s Value is filled out, just like on the screenshot below.
Create EmailOctopus action for each field option
Now that you have your form ready, head to the Emails & Actions tab and add as many EmailOctopus actions as the number of field options on your form. In our example below, we created 3 EmailOctopus actions on our form because your form visitors can select from three different options.
What you’ll need to do now is map each EmailOctopus action to the correct List. As an example, we mapped the EmailOctopus action for Blog Posts Updates selection on the form to our list in EmailOctopus called Blog Posts Updates.
You will need to do the same for the rest of the EmailOctopus actions — Promotional Offers and Product Updates.
Determine when the action gets processed
Each action you create has Conditional Logic settings on the bottom, where you want to set the correct conditional triggers. You’ll need to set the conditional triggers for each EmailOctopus action.
Here, we created a trigger that once the user selects Blog Posts Updates on the form, they will be sorted into the Blog Posts Updates email list.
Now you’ll have to do the same for the rest of the EmailOctopus actions and that’s it! After following these simple steps, your new signups will be automatically categorized into the right lists!
Please note, that you’ll need to have your multiple lists created first in your EmailOctopus account in order to see them under the EmailOctopus action. If you add the lists after you make the connection between Ninja Forms and EmailOctopus, you’ll have to create a new API key to see these lists available on your form.
You’ve just learned how to create an EmailOctopus form in WordPress!
See? It wasn’t that hard! Connecting EmailOctopus with your WordPress website is easy just like using the EmailOctopus software itself. EmailOctopus is an excellent choice for you if you are a small or medium-sized business and don’t need a complicated tool that comes with a high cost. The great news is Ninja Forms removes the challenge of searching a third-party software to connect your account to your WordPress website with our Email Octopus add-on.
So what are you waiting for? Give it a go and purchase the Email Octopus add-on individual for 1, 5, or 20 site licenses or explore our membership plans if you are looking for multiple add-ons. The choice is yours! All our products come with a 14-day money-back guarantee no question asked so you have nothing to lose.
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