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MailerLitePRO

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

The MailerLite add-on lets you add subscribers using an action, pull subscriber data using the WS Form autocomplete feature, and create new forms for your MailerLite groups in a single click on the add form page.

Installation

The MailerLite 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 MailerLite 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 MailerLite 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 MailerLite

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

MailerLite Users (New)

  1. Copy your MailerLite API token. To obtain your token key, go to: https://dashboard.mailerlite.com/integrations/api.
  2. Click WS Form in the WordPress administration menu.
  3. Click Settings.
  4. Click the MailerLite tab at the top of the page.
  5. Choose Version 2 for MailerLite API Version.
  6. Enter your MailerLite API token.
  7. Click Save.

MailerLite Classic Users (Old)

We recommend upgrading to a MailerLite (New) account. If you wish to connect as a MailerLite Classic user, you can use these steps:

  1. Copy your MailerLite API key. To obtain your API key, go to: https://app.mailerlite.com/integrations/api/.
  2. Click WS Form in the WordPress administration menu.
  3. Click Settings.
  4. Click the MailerLite tab at the top of the page.
  5. Choose Version 1 for MailerLite API Version.
  6. Enter your MailerLite API key.
  7. Click Save.

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

Creating a Form for MailerLite

Automatically

WS Form can create a form for any of your MailerLite groups 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 MailerLite form in WS Form:

  1. Click WS Form in the WordPress administration menu.
  2. Click Add New.
  3. Select the MailerLite tab at the top of the page.
  4. Click on any of your MailerLite group (or select No Group) 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 group does not appear, click the refresh icon in the MailerLite tab.

Manually

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

To add a MailerLite 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 MailerLite from the Action pulldown. A series of settings will appear.

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

The MailerLite action settings are as follows:

When Should This Action Run?

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

MailerLite Group

Choose the MailerLite group you would like subscribers to be added to. If you have created a new group since viewing this screen, you can click the refresh icon to retrieve the new group.

Choose No Group if you do not want subscribers to be added to a group.

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

The Email and Name fields are required.

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 MailerLite 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 MailerLite 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 field in MailerLite, or perhaps set an ID field 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 right-hand column, select the corresponding MailerLite attribute.
  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.

Populate Forms Using MailerLite

As well as pushing form data with this add-on, you can also retrieve subscriber 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 subscriber in MailerLite.

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 MailerLite from the Action To Populate From pull-down menu.
  5. Select the group you wish to populate data from in the List To Populate From pull-down menu.
  6. Map the MailerLite fields to your form fields.
  7. Click Save at the bottom.

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