Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Create a draft fundraising campaign in Charitable from a Convert Pro submission
When a specific Convert Pro form is submitted.
Create or update a campaign
Use a staff-reviewed campaign proposal form that collects a campaign title and description. Choose Campaign > Create or Update, map the submitted title and description to Title and Content, set Status to Draft, and leave Post ID blank to create a new campaign. Review the draft and finish its fundraising settings in Charitable before publishing.
About this connection
How the two tools fit together
Convert Pro: Convert Pro is an advanced lead generation popup plugin with a drag and drop editor that helps you create beautiful popups and opt-in forms to boost your website conversions. With Convert Pro you can build email lists, drive traffic, promote videos, offer lead magnets and a lot more.
Charitable: Fundraising and donation management for WordPress.
What information can you send?
First choose the Convert Pro form. Noptin then shows the answers that form collects, so you can send the right ones to Charitable.
Available details depend on the Charitable event or action you choose and any fields configured on your site.
Put it together
Set up the automation in WordPress
- Select the Convert Pro form whose submissions should start the automation.
- Choose an action from Charitable in 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.
