- First, you need to install the WordPress Opt-In form on your website
- You then need to connect it to your Keap account
- Next, you will actually build a WordPress Opt-In form. When the form is ready, move on to the next step.
- Drag the WordPress Goal onto the canvas
- With the WordPress goal on the canvas, double click it to designate which WordPress opt-in form completes this 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.
- Once the desired opt-in form is selected, you can finalize this configuration by clicking the green Save button
- 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