ConvertKit Integration
Get ConvertKit Subscribers From Your Comment Section
Why ConvertKit?
Several of our customers have requested a ConvertKit integration as it's cheaper than Mailchimp, and a bit more focused on ease-of-use and striking designs.
Enabling ConvertKit
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.
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.
Once on the settings page, scroll down until you see the Advanced section. Click on the Advanced section to get your API keys.
You will then be presented with your API Key and API Secret. These keys are what you would input into the ConvertKit integration.
Adding the Keys to the Integration
Input your API Key and Secret Key into the settings and click on "Connect to ConvertKit."
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
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.
If you are choosing the form route, simply click on the form you'd like the subscribers added to.
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.
Adding Tags to Subscribers
Additionally, you can add tags to the subscribers. If a tag doesn't exist, you can create a new one.
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.
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.
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.
What the User Sees
The users see a subscribe checkbox above the comment submit button.
Once the comment is posted, the commenter is sent a subscribe email.
The Added Subscriber
If all is well, the subscriber is added to ConvertKit with the custom fields and tags associated with the subscriber.
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