OptimizePress integration

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

There are two different integration methods you can use:

  1. Send your contacts into an ActiveCampaign list when they submit an OptimizePress form
  2. Paste your ActiveCampaign form code into an element on your OptimizePress page

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 are still able to 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 set up the integration, follow the steps below:

  1. Log into your ActiveCampaign account and navigate to the Lists page to create a list if you have not yet created one. Contacts who submit your OptimizePress form will be added to this list.
  2. Navigate to the Forms page in your account and create an inline form. Custom fields and fields such as CAPTCHA cannot be added 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:

    form_click_integrate.png

  5. Make note of the form ID as it appears in your URL bar on the “Integrate Your Form” page. For example, the ID for my form is “28.”

    Form_id.png

  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. A 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. These fields can only be added to your OptimizePress form if they were added to your ActiveCampaign form. Custom fields cannot be used. 
    Op_add_new.png

  18. For each new field you add, make sure to 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 on 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, click here.

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Paste your ActiveCampaign form code into an OptimizePress page
With this option, you are pasting 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 CAPTCA.

To set up the integration, follow the steps below:

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

    op_form_click_integrate.png

  3. Copy either the simple embed code or the full embed code. The simple embed code uses Javascript; any changes you make to the form within ActiveCampaign will automatically be updated in OptimizePress. The Full Embed code uses CSS and HTML; this form is static and any changes you make in ActiveCampaign will not be reflected on your landing page. You will need to re-paste the form code. If you are choosing to use the full embed code, you do you need to strip the CSS (code between the style tags).

    form_code.png

  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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