If you're getting ready to build an email list, something we here at Brand creators love talking about, chances are you need to figure out how to connect the forms used to send emails to your email marketing software to your WordPress website and that's what we're talking about here today.
If you haven't already read our article on how to connect Convertkit to WordPress, I would suggest reading that article and following those steps before you attempt this process, since it will make it much easier.
Once you have completed the initial integration, it's time to move on to integrating specific forms inside of WordPress so that we can capture email addresses and have them sent directly to our Convertkit accounts.
Create Your Form In Convertkit
Before we can attach a form inside of WordPress, we need to create our form inside of Convertkit.
In order to do this, the first thing you'll need to do is log in to your Convertkit account and navigate to the forms section from the main dashboard.
This section can be found by clicking on the forms and landing pages section header at the top of the page.
Once you have entered the landing pages and forms section, you need to look for the button labeled “create new”.
This button will generally be found above any forms you have created previously and directly beneath the graph showing current optins.
After selecting the “create new” button, you will be taken to ice cream allowing you to choose between forms and landing pages.
In this case we are talking specifically about forms ( we will have another article detailing all of the different ways to integrate landing pages), so you're going to select the form option.
After selecting the form option, you'll be asked to choose from one of the four types of forms that Convertkit currently has to offer.
- Inline Forms: Exactly the name implies this type of form is designed to be embedded on any of your pages inside of WordPress.
- Modal Forms: Otherwise known as pop-up forms this type of form will overtake the screen and prompt the user end of their email address or exit out
- Slide-In Forms: This Form type will gently slide into one of the corners of the user’s screen.
- Sticky Bar Forms: Choosing to create this form will create a bar that sticks to the top across Pages or posts of your website.
Once you have selected the correct type of form, you'll need to select a template and make the appropriate changes such as uploading your images and changing out the copy on the form to make your offer known.
This is a fairly straightforward process, but we will be putting together another article detailing all of the different options that you can take advantage of inside of the forms creation screen.
After you're happy with the look and feel of your form, Make sure to hit the save button and we can move on to form connection.
Choose How To Connect Your Form
Now that you successfully created a form inside of your Convertkit account, we need to connect to our WordPress website.
We will be covering both ways you can integrate your form below.
As a general rule, if you are using an inline form I would suggest taking a look at the “embed your form section” and if you are using any of the other form types to use the “ direct plug-in integration”.
Embed Your Form
if you're choosing to embed your form directly into your WordPress page or post, you first need to get the embed code from inside of your Convertkit account.
To do this, simply return to the form editor By clicking on the form that you wish to embed and then click on the embed option near the Forum settings at the top of the page.
From here, Convertkit will open a menu allowing you to choose the embed type that you wish to use.
Since we are using a WordPress website, the easiest option to use is their shortcode offered underneath where Convertkit has a section titled WordPress.
Once you have copied the shortcode to your computer's clipboard ( by clicking the copy button that shows up directly next to the shortcode or by highlighting it and manually copying it), open up the page or post where you would like to embed the form inside of your WordPress editor.
When you are inside the post editor, scroll to the part of the page or post where you would like the phone to be embedded, and using the word press block editor add a block for shortcode.
If the option doesn't come up when you click on the plus button to add a block, search the word shortcode and it will appear in the menu of options.
After you have added the block for the shortcode color simply click inside of the blank area inside the block and paste the shortcode that you got from Convertkit.
Once you have made any additional edits to the page or post that you're adding a form to, polish or update the page.
After successfully publishing or updating your page, make sure to preview the updated version and see if your form is live.
Use The Plugin Integration
Honestly, using the plug-in integration from Convertkit ( assuming you followed the directions and set it up correctly) is the easiest and safest way of integrating most forms into your WordPress website.
Except for the inline form, you should be using this method for virtually every other form type. In this section, we are going to be covering how to integrate a forum that you want to appear on just a single page as well as how to integrate forms that you would like to appear across every page or post on your site.
For a Single Page or Post:
To integrate the form on a single page or post, you'll first need to open that page and post inside of the word press editor.
After you have the Post open, you should be able to scroll to the bottom of the WordPress editor and find a section for Convertkit.
If you set up your integration correctly, you will see both the option to add a form to that post or page and the option to add a tag to anyone who has visited that page, in this case, we are worried specifically about the “form” section.
From here, all you should need to do is select your form from the available forms inside of the drop-down menu by clicking the name.
If you don't see your form in the drop-down menu, wait about 20 to 30 minutes and come back and look again as it can take up to an hour from the time that you create and edit the form inside a Convertkit for it to sync as an available form inside of WordPress.
Then, publish or update your post and the form should appear on that page.
One quick note, if you're choosing to use a click to trigger your pop-up or modal form, you would need to grab an additional piece of code from inside of Convertkit to create the link for this.
For a Form To Use Across The Entire Site
If you'd like a form, such as a pop-up or sticky bar to appear on every page of the site, you'll want to use the instructions from the section.
To create a site-wide form you'll need to go into The settings menu inside of your main WordPress dashboard.
Once there, click on the Convertkit option which will take you into the general settings for Convertkit.
From there, scroll down until you find a section label “Default Form (Posts and Pages)”. This will have a dropdown menu (similar to the one you see on the page or post editor).
Once you have located the section, simply select the form you wish to appear across all posts and pages of your site from the drop-down list.
Make sure to click save changes and then check your website to make sure that the form is appearing.
As always, you can take a few minutes for the form to appear so if it doesn't show up right away try not to panic.
If for some reason your format does not show up in that drop-down menu, wait a few minutes, and if you still don't see the form go ahead and press the refresh forms button directly underneath the drop-down menu.
This should allow you to import all of the forms that have not yet synced over to WordPress from inside of Convertkit and your form should now appear in the drop-down menu.
Like with most technical things, connecting your first few Convertkit forms into WordPress can seem like a challenge but if you follow the basic steps that we laid out above you should be able to do it in no time at all.
Chris ShafferChris lives at the intersection of business strategy and growth tactics. Having consulted with dozens of different businesses (as well as building several of his own), he brings a unique perspective on what's working across the eCommerce world in businesses of all shapes and sizes.
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