Connect Forminator to All CRM & Email Marketing Software - MailOptin

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Connect Forminator to All CRM & Email Marketing Software

Forminator is an easy-to-use drag and drop form and quiz builder WordPress. It, however, does not have built-in integrations for a lot of email marketing and custom relationship management (CRM) software.

With MailOptin, you can connect Forminator to your email marketing software and CRM including MailChimp, Drip, AWeber, ConvertKit, MailerLite, Constant Contact, GetResponse, Sendy, Campaign Monitor, ActiveCampaign, Sendinblue, Gist, Klaviyo, Sendlane, Mailster, Vertical Response, Mailjet, HubSpot, Ontraport, Moosend, MailPoet, Zoho CRM, Zoho Campaigns, Keap Max Classic (Infusionsoft), SendFox, SendGrid Email Marketing, GoDaddy Email Marketing, weMail, FluentCRM, CleverReach, NewsMAN, Facebook custom audience.

Follow the step by step guide below to learn how to connect Forminator to your email marketing software and CRM via MailOptin.

Firstly, ensured you’ve connected MailOptin to your email marketing software.

Click on the Integrations sub-menu under the Forminator menu to check the possible integrations with Forminator. Since you have installed MailOptin, it would automatically show up in the Connected Apps section as shown below:

Clicking on the gear icon in the MailOptin box would show that MailOptin is already connected.

 

Now that MailOptin is proven that it is connected, now open the Forms sub-menu under the Forminator and create a new Form or Quiz.

You can Integrate MailOptin with both Forminator’s forms and quizzes.

Integrating with Forminator Forms

Click on Forminator by the admin menu in your admin dashboard, then click on the Forms sub-menu. And click on the edit button beside the title of the form you want to connect to as shown below:

In the form editor, click the “Integrations”.

You would see MailOptin as one of the lists of Connected Apps. Click on the plus (+) icon to configure and add it to the lists of Active Apps on the form.

It will bring out a pop up to allow you to select your email marketing, CRM, or social integration. We are using Mailchimp as an example. Select the email list and tags to add to subscribers, and finally, assign the form fields.

When you hit the save button, it automatically adds MailOptin to the list of Active Apps connected to the Form.

You can also select the tags or enter a comma-separated list of tags to assign to leads or contacts that submitted the form.

Save the changes and you are done with the Form.

Integration with Forminator Quizzes

Click on Forminator by the admin menu in your admin dashboard, then click on the Quizzes sub-menu. And click on the edit button beside the title of the quiz you want to connect to as shown below:

In the quiz editor, click the “Integrations”.

You would see MailOptin as one of the lists of Connected Apps. Click on the plus (+) icon to configure and add it to the lists of Active Apps on the quiz.

It will bring out a pop up to allow you to select your email marketing, CRM, or social integration. We are using Mailchimp as an example. Select the email list and tags to add to subscribers, and finally, assign the quiz fields.

When you click the SAVE button, it automatically adds MailOptin to the list of Active Apps connected to the Quiz.

You can also select the tags or enter a comma-separated list of tags to assign to leads or contacts that submitted the quiz.

Save the changes and you are done with the Quiz.

Easy peasy.