DripPRO

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 his or her 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.
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 ‘Auto Populate’ tab in the sidebar on the right.
  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.