Automate Something When Someone Fills Out Your WordPress Form

This article applies to:
  1. First, you need to install the WordPress Opt-In form on your website

  2. You then need to connect it to your Keap account

  3. Next, you will actually build a WordPress Opt-In form. When the form is ready, move on to the next step.

  4. From the campaign goal section on the left-hand sidebar, locate the WordPress Goal goal and drag it out onto the campaign canvas

  5. With the WordPress goal on the canvas, double click it to designate which Infusionsoft WordPress opt-in form completes this campaign goal. Select the name of the opt-in form from the drop-down list. If you have a long list of opt-ins, begin typing the name of the desired form and you will be taken to the form in the list.

  6. Once the desired opt-in form is selected, you can finalize this configuration by clicking the green Save button
  7. The last step to finalize the WordPress goal completion setup is to ensure that the goal is connected to a sequence and the subsequent sequence is properly configured to initiate automation for contacts completing the WordPress opt-in form