Connect Customerly to Registration Forms

This integration allows you to:-
  • Automatically add new WordPress users to Customerly.
  • Automatically update the data in Customerly whenever a user is updated.
  • Tag or untag contacts depending on their WordPress user roles.

To get started:-

You can start using this integration in 3 simple steps:-

1. Install Noptin

To install Noptin:-

  1. Log into your WordPress website’s admin dashboard then navigate to Plugins > Add New.
  2. Search for “Noptin” in the search box then click on the install button next to the first result.
  3. After WordPress installs Noptin, click on the Activate button to activate the plugin.

2. Connect Customerly

To connect Customerly:-

  1. First, download the Customerly addon from your account.
  2. Next, open your WordPress admin dashboard then navigate to Plugins > Add New then click on the upload plugin button.
  3. Upload the Customerly addon you downloaded in the first step then click on the Install Now button.
  4. Wait for WordPress to install the plugin then click on the Activate plugin button.
  5. WordPress will install the Customerly addon and then redirect you to a settings page where you can connect Noptin to Customerly.
  6. Finally, map the Noptin custom fields to Customerly custom fields.
Registration Form badge

3. Connect Registration Forms

You can add a newsletter subscription form to your WordPress registration forms as shown here.

NOTE: This only works with normal WordPress subscription forms and subscription forms created with either UsersWP or Ultimate Member.

Alternatively, you can set-up new automation rules that fire whenever a new user is created or a user is updated.

You can also connect Customerly to your favourite WordPress plugins and forms at no extra cost to you.

Click on any integration to learn more.

Ready to get started?

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