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DripPRO

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

The Drip add-on lets you add, update, and delete people and subscribers using an action, pull people data using the WS Form autocomplete feature, and create new forms from your custom fields and tags in a single click on the add form page.

Installation

The Drip 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 Drip 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 Drip 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 Drip

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

  1. Click WS Form in the WordPress administration menu.
  2. Click Settings.
  3. Click the Drip tab at the top of the page.
  4. Click Connect and follow the onscreen prompts.

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

Creating a Form for Drip

Automatically

WS Form can create a form for any of your Drip lists 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 Drip form in WS Form:

  1. Click WS Form in the WordPress administration menu.
  2. Click Add New.
  3. Select the Drip tab at the top of the page.
  4. Click on any of your Drip campaigns (or click People to add a person but not subscribe them to a campaign) to create a form.
  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 list does not appear, click the refresh icon in the Drip tab.

Manually

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

To add an Drip 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 a Drip List 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 Drip action settings are as follows:

When Should This Action Run?

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

Drip Campaign

Choose the Drip Campaign you would like contacts to be added to. If you have created a new campaign since viewing this screen, you can click the refresh icon to retrieve the new list.

If you choose People, the person completing the form will not be subscribed to a campaign and will only be added to your People in Drip.

Method

Select the method you would like to process for this action. Choose from:

  • Create or update
  • Remove from campaign(s). (If you chose People as your Drip Campaign, the person will be unsubscribed from all campaigns)
  • Unsubscribe (This will unsubscribe the person from all campaigns)
  • Delete
Double Opt-In

If checked, the person will be required to double opt-in to be added to a campaign.

This only appears if you have chosen a campaign (i.e., you did not choose People).

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 Drip. For example, you would want to map your Email field to the Email field in Drip.

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 Drip field.
  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 set a Drip field to any value you wish, including the use of WS Form variables. For example you might want to map a lead source to a source attribute in Drip, or perhaps set a transaction attribute ID to the #submit_id variable.

To add a custom mapping:

  1. Click the Add  icon at the bottom right of the field mapping section.
  2. In the left-hand column, enter a value or a WS Form variable.
  3. In the middle column, select the corresponding Drip attribute.
  4. In the right column, select whether you want to update, merge, or ignore duplicates.
  5. Repeat this process for each field on your form.
  6. 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 Drip.

To map a field:

  1. Click the Add  icon at the bottom right of the interest mapping section.
  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.

Interest mapped fields need to be a choice field, such as Select, Checkbox, or Radio fields.

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

Populate Forms Using Drip

As well as pushing form data with this add-on, you can also retrieve contact data and populate the fields on your form.

This feature is only available if a website visitor is signed in and their WordPress email address matches the email address of a contact in Drip.

To enable this feature:

  1. Click the Form Settings icon in the top toolbar when editing a form.
  2. Click the Data tab in the sidebar.
  3. Enable the Populate Using Action setting.
  4. Choose Drip from the Action To Populate From pull-down menu.
  5. Select the list you wish to populate data from in the List To Populate From pull-down menu.
  6. Map the Drip fields to your form fields.
  7. Click Save at the bottom.

Note that if you created your form using a Drip template, the field mappings will automatically be created for you. You can also map tags.