Are you wanting to easily create forms in WordPress and connect them to OptinMonster? Do you have WPForms and want to learn how you can use OptinMonster to target and convert your web visitors into customers? This walkthrough will show you how you can connect OptinMonster with WPForms – the Drag and Drop WordPress Builder.
Before we get started, this guide will utilize much of the knowledge one should already know after reading OptinMonster’s Shortcode Documentation. Please review that guide before proceeding any further.
- Create Your WPForms Form For Your Optin
- Add OptinMonster Conversion Class to WPForms Submit Button
- Create Your OptinMonster Optin
- Insert WPForms Shortcode
- See WPForms Optin Live On Site
- [Optional] Styling Your WPForm Appearance
Before you create your optin, the first thing you need to do is create your WPForms form. WPForms provides documentation on creating a form if you need assistance.
After you create your form, to ensure that you can track conversions, you need to add the
om-trigger-conversion class to the Submit Button. In WPForms, this is easy.
Go to the Settings tab for your form. Scroll down to the field that says Submit Button CSS Class. Add the class
Save your form. You will return for the shortcode in a couple minutes so leave this window open for now.
Step 3 – Create Your OptinMonster Optin
If this is the first time you’re creating an optin, check out the Creating Your First Optin guide before you go any further.
After you design the look of your optin, you need to add your shortcode from WPForms. Keep this window open for now and return to your WPForms window.
Step 4 – Insert WPForms Shortcode
To find your shortcode for your form, make sure you are currently editing the form you want to integrate with OptinMonster. On the top-right of the screen, beside the Save button, you will see a button titled Embed. Click that button.
A modal window will popup. It will contain a shortcode. Copy that shortcode.
Next, go back to your OptinMonster Optin window, go to the Integrations tab, choose the Custom HTML option, and then paste your WPForms shortcode in the text area.
All done, click Save at the top right.
Step 5 – See Your Optin Live On Your site
To test your optin, you need:
- To know How to use WordPress Shortcodes with OptinMonster
- To have the latest version of OptinMonster API plugin
- Your OptinMonster Plugin to be both installed and activated
- To go to the plugin and click Refresh List (this is critically important to do every time you create or edit an optin containing a shortcode).
If your optin is Live in the OptinMonster plugin, you should now see your optin appear on your site.
[Optional] Step 6 – Styling Your WPForm’s Appearance in OptinMonster
As with any optin using the Custom HTML integration option, you may wish to add CSS to control the appearance of the optin’s contents.
Save any changes before returning to the front-end of your site to view the updated optin.
That’s it, you’ve successfully added a shortcode to your optin!