# ConvertKit Integration

## Why ConvertKit?

Several of our customers have requested a [ConvertKit](https://convertkit.com/) integration as it's cheaper than Mailchimp, and a bit more focused on ease-of-use and striking designs.

{% embed url="<https://convertkit.com/>" %}

## Enabling ConvertKit

<figure><img src="https://3862281288-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwIGhykuGfv38YJ8fAMWe%2Fuploads%2FDe5vic7MXFyfNKNP5GLc%2Fdlxplugins-1678112772610-1x.webp?alt=media&#x26;token=622d9688-1713-4fb5-83a9-70286760e107" alt=""><figcaption><p>ConvertKit Options</p></figcaption></figure>

Visit the ConvertKit settings in the Integrations tab. Click on "Enable ConvertKit." You'll be prompted to enter your ConvertKit API key and secret key.

{% content-ref url="../../getting-started/finding-the-plugin-settings" %}
[finding-the-plugin-settings](https://docs.dlxplugins.com/comment-edit-pro/getting-started/finding-the-plugin-settings)
{% endcontent-ref %}

<figure><img src="https://3862281288-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwIGhykuGfv38YJ8fAMWe%2Fuploads%2FWAhlGO9IdAvV1989SefT%2Fdlxplugins-1678129329424-1x.webp?alt=media&#x26;token=828d7e70-cce6-4dfb-93f2-1327269a7c33" alt=""><figcaption><p>Prompt for API and Secret Keys</p></figcaption></figure>

### Retrieving the API Keys

Log in to your ConvertKit account and go to the settings screen, which you can get to by clicking on your avatar on the top right.

<figure><img src="https://3862281288-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwIGhykuGfv38YJ8fAMWe%2Fuploads%2Fa7SumpjTxTTjk62mhkjm%2Fdlxplugins-1678129480523-1x.webp?alt=media&#x26;token=758054da-c617-4fa3-bdae-25258ffe4fc2" alt=""><figcaption><p>Settings Screen Option</p></figcaption></figure>

Once on the settings page, scroll down until you see the Advanced section. Click on the Advanced section to get your API keys.

<figure><img src="https://3862281288-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwIGhykuGfv38YJ8fAMWe%2Fuploads%2FJe8tWSW4PXlIZaCC8h99%2Fdlxplugins-1678129634343-1x.webp?alt=media&#x26;token=2a506d39-8065-439a-ad82-ce776789478d" alt=""><figcaption><p>Advanced Tab on the Settings Screen</p></figcaption></figure>

You will then be presented with your API Key and API Secret. These keys are what you would input into the ConvertKit integration.

<figure><img src="https://3862281288-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwIGhykuGfv38YJ8fAMWe%2Fuploads%2FRtLpXixYCTKJEZxS68MH%2Fdlxplugins-1678129893873-1x.webp?alt=media&#x26;token=905ad3f8-ae1a-4015-93c9-70113f5e2e53" alt=""><figcaption><p>Your ConvertKit API Key and Secret</p></figcaption></figure>

### Adding the Keys to the Integration

Input your API Key and Secret Key into the settings and click on "Connect to ConvertKit."

<figure><img src="https://3862281288-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwIGhykuGfv38YJ8fAMWe%2Fuploads%2FSEvO0WxvKAcThGbayJCx%2Fdlxplugins-1678130080477-1x.webp?alt=media&#x26;token=b2fb2594-9987-409c-b36f-29c112dcd264" alt=""><figcaption><p>Click Connect to ConvertKit to Test Your Credentials</p></figcaption></figure>

If your credentials are correct, you'll be able to select between adding subscribers to a form, or add subscribers to just tags.

### Selecting a Form or Just Tags

<figure><img src="https://3862281288-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwIGhykuGfv38YJ8fAMWe%2Fuploads%2FXou2UF4tf6CK41DM59HJ%2Fdlxplugins-1678130688247-1x.webp?alt=media&#x26;token=fae948bc-378c-44a5-8d69-47e86006c26e" alt=""><figcaption><p>Select Forms and Tags, or Just Tags</p></figcaption></figure>

{% hint style="info" %}
**Using Forms**: a current best practice is to create a phantom form and attach your subscribers based on the form name. The benefit of using forms over tags is that tagged subscribers are automatically subscribed with no double-opt-in. If a subscriber is attached to a form, it will ensure double-opt-in so you don't get in trouble with the spam police.
{% endhint %}

If you are choosing the form route, simply click on the form you'd like the subscribers added to.

{% hint style="warning" %}
**Using Tags**: if you choose to use Tags instead of forms, please be aware that users will be added without the 2nd opt-in in the double-opt-in workflow.
{% endhint %}

### Adding Tags to Subscribers

Additionally, you can add tags to the subscribers. If a tag doesn't exist, you can create a new one.

<figure><img src="https://3862281288-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwIGhykuGfv38YJ8fAMWe%2Fuploads%2F2MQVuyHumg0o9DIvnjii%2Fdlxplugins-1678130978937-1x.webp?alt=media&#x26;token=fc1fce0b-47ea-47f1-aced-ecb364c28545" alt=""><figcaption><p>Add Tags to Subscribers</p></figcaption></figure>

### Adding Custom Fields to Subscribers

Adding Custom Fields to subscribers allows you to pass on extra information about that user to ConvertKit.

When you view a user's profile, these custom fields will be present.

<figure><img src="https://3862281288-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwIGhykuGfv38YJ8fAMWe%2Fuploads%2FDClvAnW4FnWYGziyRfwW%2Fdlxplugins-1678131203210-1x.webp?alt=media&#x26;token=3642d847-2af8-4e01-96d7-5905991efe64" alt=""><figcaption><p>Map a Custom Field to a Comment Field or Use a Custom Value</p></figcaption></figure>

You can also use custom values for the custom field. Just select "Custom Value" from the dropdown and you'll be presented with a text box. Click the "X" button to go back to the dropdown.

<figure><img src="https://3862281288-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwIGhykuGfv38YJ8fAMWe%2Fuploads%2FyKStULYgS5Znr2ykoToO%2Fdlxplugins-1678131358018-1x.webp?alt=media&#x26;token=cd73fc79-40fb-4765-928d-601dc9a0d0c4" alt=""><figcaption><p>Custom Fields With Mapped Name and Custom Comment Status</p></figcaption></figure>

The last options allow you to set what the user sees on the frontend. You can set the opt-in checkbox text, and also whether the checkbox is enabled by default. To comply with spam rules, it is highly recommended to have this unchecked. Most countries require double-opt-in.

<figure><img src="https://3862281288-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwIGhykuGfv38YJ8fAMWe%2Fuploads%2F7S7vWPupf8wdV2KwtYmh%2Fdlxplugins-1678131536180-1x.webp?alt=media&#x26;token=2608fb86-32d0-4735-afca-c191fec95f5e" alt=""><figcaption><p>Custom Sign Up Label and Option for Checking the Checkbox by Default</p></figcaption></figure>

## What the User Sees

<figure><img src="https://3862281288-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwIGhykuGfv38YJ8fAMWe%2Fuploads%2FeQUWmLHxpZevThcpcrhd%2Fdlxplugins-1678132062802-1x.webp?alt=media&#x26;token=c47b5bcc-6032-4584-bea0-62621977715a" alt=""><figcaption><p>Users See a Subscriber Checkbox</p></figcaption></figure>

The users see a subscribe checkbox above the comment submit button.

<figure><img src="https://3862281288-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwIGhykuGfv38YJ8fAMWe%2Fuploads%2F3iFO9YE5GKh4XvtEFChi%2Fdlxplugins-1678132500114-1x.webp?alt=media&#x26;token=e7ba3bc5-74f5-4400-a308-21edbba7743b" alt=""><figcaption><p>Comment Form Filled Out with Checkbox Checked</p></figcaption></figure>

Once the comment is posted, the commenter is sent a subscribe email.

<figure><img src="https://3862281288-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwIGhykuGfv38YJ8fAMWe%2Fuploads%2FlnNKLb6ehmOJZbwcc5TZ%2Fdlxplugins-1678132511768-1x.webp?alt=media&#x26;token=3793eea0-efb3-40b3-b1a3-1447aa580742" alt=""><figcaption><p>The Confirmation Email for Your Newsletter</p></figcaption></figure>

### The Added Subscriber

If all is well, the subscriber is added to ConvertKit with the custom fields and tags associated with the subscriber.

<div><figure><img src="https://3862281288-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwIGhykuGfv38YJ8fAMWe%2Fuploads%2FsJf6oXvK68iV1yXDG42v%2Fdlxplugins-1678222821954-1x.webp?alt=media&#x26;token=fde561e8-8d78-4bb1-9f01-719485453445" alt=""><figcaption><p>Subscriber with Subscriber Information</p></figcaption></figure> <figure><img src="https://3862281288-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwIGhykuGfv38YJ8fAMWe%2Fuploads%2FdD9XlSBAbzU1yHqbIeiv%2Fdlxplugins-1678222841359-1x.webp?alt=media&#x26;token=11697038-5e0f-412d-8533-efbbd3cb091e" alt=""><figcaption><p>Subscriber With Tags Shown</p></figcaption></figure></div>
