Email marketing is one of the most effective ways to nurture leads and maintain communication with your audience. But for many businesses, managing email lists, segmenting subscribers, and automating campaigns can be overwhelming. This is where Gravity Forms and the ConvertKit Addon come in — they work together to simplify and automate your email marketing efforts.
In this blog, we’ll walk you through how to streamline your email marketing by integrating Gravity Forms with ConvertKit, helping you save time, enhance your workflows, and maximize your results.
What is Gravity Forms?
Gravity Forms is a powerful form plugin for WordPress that allows you to create complex forms with ease. Whether you’re creating contact forms, surveys, quizzes, or payment forms, Gravity Forms provides a range of features to collect and manage data from your site visitors.
What is ConvertKit?
ConvertKit is an email marketing platform designed for creators, bloggers, and small businesses. It’s packed with features such as automation, segmentation, and analytics, which make it easier to send targeted, relevant content to your subscribers. One of ConvertKit’s standout features is its ability to integrate with other platforms, including Gravity Forms.
Why Integrate Gravity Forms with ConvertKit?
By connecting Gravity Forms to ConvertKit, you can create seamless email marketing workflows. Here are a few key reasons to integrate the two platforms:
- Automatic Subscriber Addition: When someone fills out your Gravity Form, their details can be automatically added to your ConvertKit email list, saving you from having to manually enter contacts.
- List Segmentation: Based on the data collected in your form, you can send specific subscribers to different ConvertKit segments. This allows you to send more personalized and targeted emails.
- Triggered Automations: You can set up automations within ConvertKit to send welcome emails, nurture sequences, or product recommendations to subscribers who sign up via your Gravity Forms forms.
- Save Time and Reduce Errors: No more copying and pasting email addresses from one platform to another. The integration ensures that all your data syncs seamlessly, reducing the chances of errors or missing information.
- Grow Your Subscriber List: Whether you’re running a landing page, a product launch, or just a regular contact form, integrating Gravity Forms and ConvertKit can help you capture more leads and expand your email list effortlessly.
How to Set Up the Gravity Forms ConvertKit Addon
Now that you understand the benefits, let’s dive into how you can integrate Gravity Forms with ConvertKit using the Addon.
Step 1: Install Gravity Forms and ConvertKit Addon
- Install Gravity Forms: First, ensure you have Gravity Forms installed on your WordPress site. If not, you can purchase and install it from the official website.
- Install the ConvertKit Addon: Once Gravity Forms is installed, go to the WordPress dashboard, and under Forms, find the Add-Ons tab. Search for the ConvertKit Addon and install it.
Step 2: Connect ConvertKit to Gravity Forms
Once the addon is installed, you need to connect your ConvertKit account to your WordPress site:
- Obtain Your ConvertKit API Key:
- Go to your ConvertKit account, then click on Account Settings > Advanced Settings.
- Copy the API Key from there.
- Connect ConvertKit to Gravity Forms:
- In your WordPress dashboard, go to Forms > Settings > ConvertKit.
- Paste your API key into the field provided.
- Save the settings to complete the connection.
Step 3: Create a Gravity Form
Now, you can create a form on your WordPress site to collect data:
- Add a New Form: Go to Forms > New Form, and start building your form. Add fields for name, email, and any other information you want to collect.
- Set Up Field Mappings: In the form settings, ensure that the form fields map correctly to the fields in ConvertKit. For example, map the Email field to the Email field in ConvertKit.
Step 4: Set Up the ConvertKit Integration in Your Form
Once your form is created, configure the integration:
- Form Settings: In the Gravity Forms editor, navigate to Settings > ConvertKit.
- Select Your ConvertKit List: Choose which list you want the new subscribers to be added to. You can also choose to send the form data to specific tags or sequences within ConvertKit.
- Customize the Form’s Behavior: Set up the post-submission action. You can choose whether to redirect users to a thank-you page or show a confirmation message after form submission.
Step 5: Test Your Form and Integration
Before going live, it’s important to test your form:
- Submit the Form: Complete the form as if you were a new subscriber.
- Check ConvertKit: Go to your ConvertKit account and check if the new subscriber was added to the correct list with the right tag/sequence.
Step 6: Automate Your Email Marketing with ConvertKit
Now that you’ve successfully connected Gravity Forms with ConvertKit, it’s time to set up automation to welcome new subscribers:
- Create a Welcome Sequence: In ConvertKit, create an automated sequence that starts as soon as a new subscriber signs up. This can include a thank-you email, a special offer, or educational content.
- Segmentation: Use the data collected through Gravity Forms to segment your audience in ConvertKit. For example, if you collected information about their interests or location, you can send more targeted content based on that data.
Best Practices for Using the Gravity Forms ConvertKit Addon
- Use Conditional Logic: Gravity Forms has a feature called conditional logic. This allows you to show or hide fields based on a user’s previous responses. For example, if someone indicates they’re interested in a specific product, you can add them to a specific ConvertKit sequence or list.
- Personalize Your Emails: Leverage the data collected through Gravity Forms to personalize your emails in ConvertKit. The more personalized the content, the better the engagement.
- Keep Your Forms Simple: While it’s tempting to collect a lot of information, focus on gathering the essentials like email addresses, names, and a few additional fields that will help segment your audience.
- Regularly Clean Your Lists: Periodically check your ConvertKit lists to ensure they’re healthy. Remove inactive subscribers to keep your list quality high.