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ConvertKitPRO

This knowledge base article relates to the WS Form ConvertKit add-on. Included with the Freelance & Agency editions or buy separately for the personal edition.

The ConvertKit add-on lets you add subscribers to forms, sequences and tags. Create new forms the automatically include your custom fields and tags in a single click.

Installation

The ConvertKit plugin is installed in the same way as installing the WS Form PRO plugin.

Once installed you will need to activate the license for the plugin. When you purchase the ConvertKit plugin, you will be given a license key. If you have lost your license key(s), click here.

To activate your license key:

  1. Click WS Form in the WordPress administration menu.
  2. Click Settings.
  3. Click the ConvertKit tab at the top of the page.
  4. Enter your license key.
  5. Click the Activate button.

If your license key fails to activate, please ensure you are using the correct license key and not your WS Form PRO license key.

Connecting to ConvertKit

In order to use the add-on, you need to connect it to ConvertKit. Connecting is easy!

  1. Click WS Form in the WordPress administration menu.
  2. Click Settings.
  3. Click the ConvertKit tab at the top of the page.
  4. Enter your API key which can be found on your ConvertKit Account Info page.WS Form - ConvertKit - Account Info API Key
  5. Click Save Settings,

If you do not have a ConvertKit account, you can create a new account here.

Creating a Form for ConvertKit

Automatically

WS Form can create a form for any of your ConvertKit forms in a single click. This process not only creates a form but also fully configures WS Form so that the form is ready to use immediately.

To create a ConvertKit form in WS Form:

  1. Click WS Form in the WordPress administration menu.
  2. Click Add New.
  3. Select the ConvertKit tab at the top of the page.WS Form - ConvertKit - Add Form
  4. Click on any of your ConvertKit forms.
  5. Wait a few moments while the form is created.

That’s it! Your form will be created and is ready to add to your website.

If your form does not appear, click the refresh icon in the ConvertKit tab.

Manually

It is also possible to use any form created in WS Form and add an action so that it is submitted to ConvertKit when a user saves or submits their form.

To add an ConvertKit action:

  1. When editing your form, click the Actions icon at the top of the page. The Actions sidebar will open on the right-hand side of the page.
  2. Click the Add  icon to add a new action.
  3. Select Add to ConvertKit from the Action pulldown. A series of settings will appear.

As with all sidebars in WS Form, click the Save button at the bottom to save your changes, or click Cancel to disregard your changes.

The ConvertKit action settings are as follows:

When Should This Action Run?

You can choose to run the ConvertKit action when the form is saved, submitted, or both.

ConvertKit Form

Choose the ConvertKit Form you would like the subscriber to be added to. If you have created a new form since viewing this screen, you can click the refresh icon to retrieve the new list.

ConvertKit Sequence (Optional)

Choose the ConvertKit Sequence you would like the subscriber to be added to. If you have created a new sequence since viewing this screen, you can click the refresh icon to retrieve the new list.

Opt-In Field

Use this setting to select which of your fields to act as the opt-in field. We recommend adding a checkbox field with a single checkbox. It is always recommended that you have an unchecked, opt-in checkbox on your forms to ensure you comply with GDPR requirements.

Field Mapping

Field mapping tells WS Form which of your form fields relate to the corresponding fields in ConvertKit. For example, you would want to map your Email field to the Email field in ConvertKit.

To map a field:

  1. Click the Add  icon at the bottom right of the field mapping section.
  2. In the left-hand column, select your form field.
  3. In the right-hand column, select the corresponding ConvertKit field. If you added any custom fields they will be shown here too.
  4. Repeat this process for each field on your form.
  5. Click the Save button at the bottom of the sidebar to save your changes.
Custom Mapping

Custom mapping allows you to push custom values (including WS Form variables) to ConvertKit fields.

To create a custom mapping:

  1. Click the Add  icon at the bottom right of the field mapping section.
  2. In the left-hand column, enter the value you would like to map to a ConvertKit field.
  3. In the right-hand column, select the corresponding ConvertKit field. If you added any custom fields they will be shown here too.
  4. Repeat this process for each ConvertKit field.
  5. Click the Save button at the bottom of the sidebar to save your changes.
Tag Mapping

Tag mapping tells WS Form which of your form fields relate to tags in ConvertKit.

To map a field:

  1. Click the Add  icon at the bottom right of the tag mapping setting.
  2. Select your form field.
  3. Repeat this process for each field on your form.
  4. Click the Save button at the bottom of the sidebar to save your changes.

Tag mapping fields need to be a choice field, such as Select, Checkbox, or Radio fields. The values should be the corresponding tag IDs found in ConvertKit.

If you use the automatic method above, WS Form PRO will automatically build interest mapping options for you.

Tag Assignment

You can also choose which tag to assign the subscriber to using this setting.

To assign a tag:

  1. Click the Add  icon at the bottom right of the tag assignments setting.
  2. Choose a tag.
  3. Repeat this process for each tag you want to assign to the subscriber.
  4. Click the Save button at the bottom of the sidebar to save your changes.