EmailOctopus for Gravity Forms

This guide will show you how to integrate EmailOctopus with Gravity Forms.

Pre-requisuites

Step 1: Log into your EmailOctopus Dashboard

Log into your Dashboard for EmailOctopus.

EmailOctopus Dashboard

EmailOctopus Dashboard

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.

EmailOctopus List Screen

EmailOctopus List Screen

Click on Create and you will be taken to a screen where you can fill our the list details.

EmailOctopus Create List

EmailOctopus Create List

Click on 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.

EmailOctopus Options

EmailOctopus Options

Use the default fields, or add ones you would like to create. In this example, I'm leaving the fields as-is.

EmailOctopus Fields

EmailOctopus Fields

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.

EmailOctopus Double-Opt-In Settings

EmailOctopus Double-Opt-In Settings

EmailOctopus Double-Opt-In Screen

EmailOctopus Double-Opt-In Screen

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.

Create a Form using Gravity Forms

Create a Form using Gravity Forms

Step 5: Find Your API Key in the EmailOctopus Dashboard

It should be on the left with API. Copy this to your clipboard.

EmailOctopus API Key

EmailOctopus API Key

Step 6: Enter the API Key in WordPress

Go to Forms->Settings->EmailOctopus.

EmailOctopus Gravity Forms API Key

EmailOctopus Gravity Forms API Key

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.

EmailOctopus Feed Settings

EmailOctopus Feed Settings

Step 7: Create a Feed and Select a List

EmailOctopus Feed Screen

EmailOctopus Feed Screen

EmailOctopus Select List

EmailOctopus Select List

Step 7: Map your Fields

EmailOctopus Feed Settings - Map Fields

EmailOctopus Feed Settings - Map Fields

Here's what mine looks like after I've mapped the fields.

EmailOctopus Mapped Fields

EmailOctopus Mapped 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.

EmailOctopus Conditional Logic

EmailOctopus Conditional Logic

Step 9 - You're done!

EmailOctopus should be all set to go with your Gravity Form.

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