Automation ideas
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
About this connection
How the two tools fit together
Happyforms: Noptin lists published Happyforms forms so you can choose which one starts the automation.
Activetrail: Activetrail is an email marketing and automation platform that offers tools for creating and sending email campaigns, marketing automation, landing pages, and SMS marketing to help businesses engage with their customers.
What information can you send?
First choose the Happyforms form. Noptin then shows the answers that form collects, so you can send the right ones to Activetrail.
Lists, tags, and custom fields depend on the connected Activetrail account and the audience selected.
To add a contact, your form needs an email field. You can send other answers only if the form collects them.
Start here
Set up Happyforms and Activetrail with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Happyforms and Activetrail from Noptin → Extensions. How to activate your license.
- Install and set up Happyforms on your WordPress site. Connect Activetrail in Noptin using the account or server details requested in its settings.
See how to install a premium extension.
Put it together
Set up the automation in WordPress
- Select the Happyforms form whose submissions should start the automation.
- Choose a Activetrail action from the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.