How to Let Users Select Zoho CRM Email List in Your WordPress Form
We’ve been asked a couple of times by users of MailOptin if it’s possible to allow their website visitors to select the Zoho CRM list they want to be added to.
If you let users pick a list from your WordPress signup form, you’ll always know you’re giving subscribers exactly what they want.
In this article, we’ll show how to give site visitors a way to choose which audience or contact list they want to be added to. This way, they receive the information they want, and you keep them as loyal subscribers.
This works not only for Zoho CRM but for all email marketing software and CRM we support including MailChimp, Salesforce, Microsoft Dynamics 365, Drip, AWeber, ConvertKit, MailerLite, Constant Contact, GetResponse, Sendy, Campaign Monitor, ActiveCampaign, Brevo (Sendinblue), Gist, Klaviyo, Sendlane, Mailster, Vertical Response, Mailjet, HubSpot, Ontraport, Moosend, MailPoet, Zoho CRM, Zoho Campaigns, Keap Max Classic (Infusionsoft), Omnisend, Benchmark Email, SendFox, SendGrid Email Marketing, GoDaddy Email Marketing, weMail, FluentCRM, CleverReach, NewsMAN, Facebook custom audience.
Connect MailOptin with Zoho CRM
Next, connect MailOptin with your Zoho CRM account. This is necessary because MailOptin needs to fetch all email lists you have created so it can display it on your form for users to select which they want to be subscribed to.
Create an Email Signup Form
Create a newsletter signup form. For step-by-step directions, check out our tutorial on how to create opt-in forms in WordPress.
Add the List Selection Field
After creating your form, you’ll need to add the list selection custom field so site visitors can pick which mailing list they want to be a part of.
To do this, open the Fields panel and the “List Selection” field to the form.
You should see a list of options you need to set up.
Firstly, select your integration (Zoho CRM in our case). In Options, select the lists you want to make available for selection, then select the Field Type which can be a select dropdown, radio buttons, or checkboxes (this allows users to select multiple lists unlike select and radio buttons that allow just one pick).
You also have the option to set the field alignment, colors, font, and much more.
Add Your Integration to the Form
The last thing we need to do is connect the form to your integration.
Open the Integrations panel and select your integration. Note that this must be the same integration you configured in the “List selection” custom field above.
Select the default email list that leads will be added to if they do not select any list. So basically, the way this thing work is, the list selected by subscribers will override the default you selected.
If your integration supports tagging and custom field mapping, you can set that up too.
Save your changes and that’s it.
Don’t forget to use the toggle switch at the top-left corner to activate or enable the form.