EmailOctopus for Gravity Forms
- An EmailOctopus account
- A Gravity Forms license
- Connect EmailOctopus and Gravity Forms plugin installed
Step 1: Log into your EmailOctopus Dashboard
Log into your Dashboard for EmailOctopus.
Step 2: Create a List
Click on lists and from there you should be taken to a screen where you can maintain an existing list, or create a new one. In this example, we're going to create a new list.
Create and you will be taken to a screen where you can fill our the list details.
Create to create your list.
From there, you should be taken back to your lists screen. Click on Options on the far right and select fields.
Use the default fields, or add ones you would like to create. In this example, I'm leaving the fields as-is.
Step 3: Enable Double-Opt-In
It is highly recommended that you enable double-opt-in for your subscribers so you don't receive too many complaints and unsubscribes.
Step 4: Create a new Gravity Form
I recommend keeping it simple. Add a first/last name, and email address. Or use your existing contact form and add a checkbox to allow your users to subscribe to your mailing list that way.
Step 5: Find Your API Key in the EmailOctopus Dashboard
It should be on the left with API. Copy this to your clipboard.
Step 6: Enter the API Key in WordPress
Go to Forms->Settings->EmailOctopus.
If all is well, a green checkbox will show.
Step 7: Configure a Feed for Your Form
Navigate to your Gravity Form and select EmailOctopus under settings.
Step 7: Create a Feed and Select a List
Step 7: Map your Fields
Here's what mine looks like after I've mapped the fields.
Step 8 - Conditional Logic (optional)
I added a checkbox to my contact form to allow users to choose whether to subscribe. You can see my conditional logic below.
Step 9 - You're done!
EmailOctopus should be all set to go with your Gravity Form.
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