OptimizePress integration

OptimizePress is a WordPress landing page platform. This integration, enabled by OptimizePress, adds contacts to your ActiveCampaign account when an OptimizePress form is submitted.

In this article, you'll learn two ways to add contacts to ActiveCampaign when they submit your OptimizePress form. 

Take note

To get started with either integration method, you will need the following:

  • An ActiveCampaign account
  • A WordPress site
  • OptimizePress plugin installed on your WordPress site

Send your contacts into ActiveCampaign when they submit an OptimizePress form

This option sends contacts to an ActiveCampaign form and adds them to your list. Once the contact is added to your account, their activity stream will show them as being added to your account through your ActiveCampaign form and not "via API."

While this option uses the OptimizePress form design, you can still use the "Submits a form" automation trigger. You are also limited to using the following fields: Email address, First Name, Last Name, Phone, Organization, Tags.

To this up:

  1. Log into your ActiveCampaign account. Click "Contacts" > "Lists" on the left to navigate to the Lists overview and create a list if you have not yet created one. Contacts who submit your OptimizePress form will be added to this list.
  2. Click "Website" to navigate to the Forms page in your account and create an inline form. You cannot add custom fields and fields such as CAPTCHA to this form. 
  3. Click the "Options" tab for your form, and under "Form action," select the list you created in step 1 and choose to either use a single opt-in or a double opt-in.
  4. Click "Integrate" on the top right of your form to save your form:

    Integrate button in forms.jpg

  5. Make a note of the form ID in your URL bar on the "Integrate Your Form" page. For example, the ID for my form is "92."

    Form ID in URL.jpg

  6. Click "Save & Exit" on the top right of your form.
  7. Fetch your ActiveCampaign API URL and Key.
  8. Open a new tab or window and log into your OptimizePress account. Paste your ActiveCampaign API URL and Key into your OptimizePress plugin in WordPress (under Email and Marketing Campaigns > ActiveCampaign). Scroll down and click "Save Settings."

    OP_plugin.png

  9. Navigate to your OptimizePress landing page to open the LiveEditor.

    OP_live_editor.png

  10. Hover your mouse over the call to action and click the pencil icon.

    Op_pencil_1.png

  11. An OverlayOptimizer Content modal will open where you can edit your element. Hover your mouse over the form and click the pencil icon again.

    OP_pencil_2.png

  12. A new modal will open where you will edit the opt-in form:

    op_opt_in_box.png

  13. Select ActiveCampaign from the "Integration Type" dropdown.

    op_select_ac.png

  14. Select a list from the "Provider List" dropdown:

    op_select_list.png

  15. Enter your Form ID number into the Subscription Form ID field (required) and your thank you page URL (optional) in the appropriate fields.

    op_form_id.png

  16. Choose "First Name" from the dropdown list and add the order number where you want the field to appear on the form:

    op_choose_first_name.png

  17. Click "Add New" to add extra fields, as shown below. You can only add these fields to your OptimizePress form if you add them to your ActiveCampaign form. You cannot use custom fields. 
    Op_add_new.png

  18. For each new field you add, give them a label in the text field and list the order in which the fields should appear. You can make any of those extra fields required or hidden by clicking the checkbox next to either option:

    op_label_field.png

  19. Click "Insert" in the opt-in form editor, then click "Update" in the OverlayOptimizer.

    Op_click_update.png

  20. Click "Save and Close" to save your page.

    op_click_save_and_close.png

  21. Your OverlayOptimizer Content modal should look something like this:

    op_example_form.png

When a contact submits your form, you will see the ActiveCampaign form submission in the contact's activity stream:

Subscribed_to_list_example_OP.png

For more information on this integration method, "ActiveCampaign Double Optin Usage."

Paste your ActiveCampaign form code into an OptimizePress page

With this option, you are pasting the ActiveCampaign form embed code into an element on your OptimizePress landing page. This option does not leverage OptimizePress form design—it uses the ActiveCampaign form design instead.

Once a contact submits your ActiveCampaign form, they will be added to your ActiveCampaign account; the activity stream will show that they were added via your ActiveCampaign form and not the API.

You do not need to add your ActiveCampaign API credentials to OptimizePress with this method. In addition, you can use the "Submits a form" automation trigger and use custom fields, such as CAPTCHA.

To set up the integration:

  1. Create a form in ActiveCampaign and add your desired fields.
  2. Click "Integrate" on the top right of your page:

    Integrate button in forms.jpg

  3. Copy either the Simple Embed code or the Full Embed code:
    1. The Simple Embed code uses Javascript. Any changes you make to the form within ActiveCampaign will automatically display in OptimizePress
    2. The Full Embed code uses CSS and HTML. This form is static. Any changes you make to your form in ActiveCampaign will not appear on your landing page. To display your updated form, you need to re-paste the form code. If you choose to use this option, you need to strip the CSS code (code between the style tags)

      Integrate your form where to find simple and full embed.jpg

  4. Open a new tab or window and log into your WordPress account.
  5. Navigate to your OptimizePress landing page and click Live Editor.

    open_live_editor.png

  6. Click "Add Element."

    click_add_element.png

  7. An "Insert an Element" modal will appear. Select "Custom HTML/Shortcode" by clicking it.

    custom_html_shortcode.png

  8. Paste your form code into the Content Box and click "Insert":

    add_form_code.png

Your ActiveCampaign form will now appear on your page:

AC_form_on_page.png

When a contact submits your ActiveCampaign form, they will be added to your ActiveCampaign account. You will see the ActiveCampaign form submission in the contact's activity stream:

sub_to_list_activity.png

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