You can connect WPFunnels with ConvertKit to set up automation based on different triggers.
In this guide, you’ll learn how to create automated workflows by integrating WPFunnels with ConvertKit.
Step 1: Install & Activate WPFunnels Integration Add-on
To use ConvertKit with WPFunnels, first, you need to make sure that the following plugins are installed and activated on your site:
- WPFunnels
- WPFunnels – Pro (activate with license key)
- WPFunnels Integration Addon (activate with license key)
Once the plugins are installed & activated, you can go to the next step.
Step 2: Collect the ConvertKit API Key
1. Log in to your ConvertKit account then go to the Settings dashboard.
2. Then click on “Advanced”.
3. Here, you will see the API information.
4. You can click on Show and Copy the API Secret.
Now let’s head back to WPFunnels.
Step 3: Enable ConvertKit Integration
1. Go to WPFunnels > Integrations tab.
2. Enable ConvertKit on the Integrations dashboard.
3. Now, paste the API Secret key for authorization. Then click Authorize Now to connect WPFunnels with ConvertKit.
Now let’s add an integration inside a funnel.
Step 4: Add Integration in Funnel
For this, go to WPFunnels and create a new funnel or edit an existing one.
1. Now, click on the 3 dots icon on the top right corner of your funnel canvas. It will open an Integration drawer.
2. Here you’ll see options to edit the name of your Integration and the option to Connect with your tool.
Now select ConvertKit to connect with it. It will open the integration configurations for you.
Step 5: Configure User Events & Actions
1. Select a User Event from the dropdown.
There are several User Events you can choose from:
- CTA Triggered
- After Opt-in Form Submit
- Main Order Accepted
- Order Bump Accepted
- Order Bump Not Accepted
- Upsell Accepted
- Upsell Rejected
- Downsell Accepted
- Downsell Rejected
2. Choose a ConvertKit Tag and assign it.
For that, create a new Tag in ConvertKit or use an existing one.
3. Then click Save to save the integration with ConvertKit for this funnel.
4. If you want you can add multiple user events for this funnel by clicking the (+) sign.
So, whenever a prospect takes a specific action, the user will be assigned a specific ConvertKit Tag. Then you’ll be able to run the required Automation in ConvertKit easily.
If you want to add ConvertKit integration to other funnels, just repeat Step 4 and Step 5.
That’s it! This is how easily you can integrate with ConvertKit and send data from WPFunnels to ConvertKit automatically, based on user actions in the funnel.
