This plugin will allow you to create beautiful, interactive, and Keap-compatible web forms on your WordPress site.

Important Note! You can only connect your account to one WordPress website. Connecting it to multiple sites will result in new contact records not being created! When installing the plug-in on a 'Multi-Site Installation' of WordPress, the same rule applies. Your account can only be connected to one site.

Install the WordPress Plugin on your Website

  1. Sign in to your WordPress admin account.

  2. Click "Plugins" followed by the "Add New" tab under the Plugins tab.

  3. Search for "Keap Official Opt-In Forms" from the search bar found in the top right corner of the WordPress plugin directory view. You can also click here to download it directly.

  4. Click the "Install Now" button.

Connect Keap To Your WordPress Website

Important Note! You can only connect your Keap account to one WordPress website. Connecting it to multiple sites will result in new contact records not being created! The plug-in also does support multi-site installations of WordPress as this is one installation of the plugin.

In the Email Accounts sidebar tab, you can connect your Keap Account to your WordPress Site. You can also:

  • Initialize a connection to their Keap account (on the first visit)

  • View the status of the connection to their Keap account

  • Deactivate the existing connection to their Keap account

  1. Go to your API Setting in your Keap application and copy your 32-digit encrypted API key

  2. You will find your "Application ID" by clicking on your name icon at the bottom left of the page. In this image, the app name is xu959

  3. In WordPress go to Keap> Settings

  4. Paste the API Key into the "API Key" field and then enter your "Application ID" into the "Application name" field

  5. Click the "Authorize" button

  6. Click the "Save & Exit" button

Create a WordPress Opt-In Form

Before starting, complete the WordPress Plugin set-up, and identify where and how you want the opt-in form to show up on your web page, and what type of information you want to capture from your website visitors.

  1. Log into your WordPress account and click "Keap" in the menu to expand the sidebar, then click "Opt-in Forms".

  2. Click "New Opt-In Form" at the top right corner of the page.

  3. Based on how you want your opt-in form to function on your web page, choose a type of opt-in form.

    • Pop up: Prompt visitors to opt-in by setting the form to appear either after a specific amount of time, when scrolling to a specific point on your page, after leaving a comment, or when they make a purchase.

    • Fly in: This is the pop-up’s smooth, subtle cousin. Set it to fly in at the bottom of the screen either after a specific amount of time, or when scrolling to a specific point on your page.

    • Below post: Place the opt-in at the end of your page. Visitors who have read an entire post are highly engaged, so this is an effective place to provide the opt-in.

    • Inline: Insert the opt-in form in the middle or virtually anywhere on your web page.

    • Locked content: Offering valuable content in exchange for an email address is an effective way to entice an opt-in. Offer content that your visitors can unlock by opting in. Locked content is placed between [inf_infusionsoft_locked optin_id="optin_#"] and [/inf_infusionsoft_locked]

    • Widget: Create opt-in forms for your sidebar, footer, or any other widget-friendly areas on your site.

    • Bar: Announce promotions and drive traffic to pages of your choice with our attention-grabbing, top-of-page banner.

  4. Enter a name for your opt-in form and click the Next: Design button.

  5. Enter your API Key, and App ID and click "Authorize".

  6. Choose a form layout, then click the "Next: Customize" button at the bottom.

  7. Choose a template. You can alter the colors after selecting a template.

  8. Click "Next: Customize"

  9. Here you can add the fields that you want to capture with your opt-in form. Email Address is always required.

    • Opt-In Title No title will appear if left blank

    • Opt-In Message No message will appear if left blank

    • Image Settings

    • Image Load-In Animation

    • Image URL

    • Image Load-In Animation

    • Hide image on mobile

    • Opt-In Styling

      • Background Color

      • Header Font

      • Body Font

      • Text Color

      • Corner Style

      • Border Oriental

      • Border Color

    • Choose Border Style

    • Form Setup

      • Form Orientation

      • Name Field(s)

      • Email Text

      • Button Text

      • Optin Consent

    • Form Styling

      • Form Field Orientation

      • Form Field Corner Style

      • Form Text Color

      • Form Background Color

      • Button Color

      • Button Text Color

    • Choose Form Edge Style

    • Form Footer Text

    • Success Message Text

    • Redirect to URL after opt-in

    • Custom CSS

  10. Click the "Preview" button at the top right of the page to view your design progress.

  11. Click "Next: Display" to customize more elements.

  12. Set up your "Display Settings" where to display the opt-in form. Options include:

    • Display And Timing Settings

      • Intro Animation

      • Trigger After Time Delay

      • Delay (in seconds)

      • Trigger After Inactivity

      • Trigger At The Bottom of Post

      • Trigger After Commenting

      • Trigger Before Leaving Page

      • Trigger When Element is Clicked

      • Trigger After Scrolling

      • Trigger After Purchasing

      • Display once per session

      • Hide on Mobile

    • Display On

      • Everywhere on site

      • The home page

      • Archives page

      • The certain page or post categories

      • With specified shortcode tags

      • Specified pages

      • Specified posts

    • Display On These Categories

      • Uncategorized ( post )

      • Automatically Check Categories Created In Future

    • Display On These Pages

    • Do Not Display On These Posts

    • Display On These Posts

  13. Once you have completed the form setup process. Click "Save & Exit" at the bottom of the "Display Settings" tab.

Your new form is now visible in the Opt-In Forms tab. You can repeat this process to create more opt-in forms for your website if needed.

Next, you have the option to install the Infusionsoft Landing Pages WordPress plugin

Automate something when someone fills out your WordPress form

  1. Click on "Automations" in the left-hand menu.

  2. Click the + button to create new automation and choose "Advanced Automation".

  3. Drag the "WordPress Goal" onto the canvas

  4. With the WordPress goal on the canvas, click "View and edit"

    to designate which WordPress opt-in form completes this goal. Select the name of the opt-in form from the drop-down list. If you have a long list of opt-ins, begin typing the name of the desired form and you will be taken to the form in the list.

  5. Once the desired opt-in form is selected, you can finalize this configuration by clicking the green "Save" button

  6. The last step to finalize the WordPress goal completion setup is to ensure that the goal is connected to a sequence and the subsequent sequence is properly configured to initiate automation for contacts completing the WordPress opt-in form

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