Forms

Convert Pro Marketing Automation

When someone submits a form in Convert Pro, Noptin can use their answers to start an automation. Choose the form and decide what happens next.

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How it works

Automate Convert Pro form submissions

01

Pick a form

Choose the Convert Pro form you want to use.

02

Choose the next step

For example, add the person to an email list or send their answers to a connected service.

03

Match the answers

Choose which form answers to send to each field in the next step.

Available in Noptin

Convert Pro events

Forms

1 event

  • When a specific Convert Pro form is submitted.

Explore connections

What can you do with Convert Pro submissions?

Your form fields

Use the answers your form collects

Submitted fields depend on the Convert Pro form selected on your WordPress site. Noptin reads that form when you set up the rule.

To add someone to an email list, your form needs an email field. You can also send a name or other answer if your form collects it and the destination has a matching field.

Automations

Example automations

These are examples. Available fields depend on the event and the choices on your site or connected account.

Start an email sequence when a specific Convert Pro form is submitted

  1. When a specific Convert Pro form is submitted.
  2. Add a subscriber to an email sequence or course.

Add a subscriber to an email sequence or course. Use the event when a specific Convert Pro form is submitted as the starting event, and identify the recipient by their email. Use the submitted email field or the logged-in submitter to identify the recipient. Choose the sequence and collect permission to send its emails. Choose a published sequence or course. If the recipient has already started it, Noptin resumes from their previous position.

Announce when a specific Convert Pro form is submitted using Twilio

  1. When a specific Convert Pro form is submitted.
  2. Send a Message or SMS using Twilio.

In Twilio, configure the announcement destination and content for this event from Convert Pro. Include only details available from the event that are intended for these recipients. Choose the recipient phone number and write the SMS announcement.

Create or update a contact in Mailjet when a specific Convert Pro form is submitted

  1. When a specific Convert Pro form is submitted.
  2. Create or update a contact in Mailjet

Add a contact to a Campaign in Keap/Infusionsoft when a specific Convert Pro form is submitted

  1. When a specific Convert Pro form is submitted.
  2. Add a contact to a Campaign in Keap/Infusionsoft

Change a member's membership level when someone submits a form in Convert Pro

  1. When a specific Convert Pro form is submitted.
  2. Change a member's membership level

Choose a form that identifies an existing user or member by email. Use [[email]] in the WP eMember action, then select or enter the membership level.

Create or update a subscriber in Smaily when a specific Convert Pro form is submitted

  1. When a specific Convert Pro form is submitted.
  2. Create or update a subscriber in Smaily

Create or update a contact in Keap/Infusionsoft when a specific Convert Pro form is submitted

  1. When a specific Convert Pro form is submitted.
  2. Create or update a contact in Keap/Infusionsoft

Add a contact to a List in Sendlane when a specific Convert Pro form is submitted

  1. When a specific Convert Pro form is submitted.
  2. Add a contact to a List in Sendlane

Tag a contact in ActiveCampaign when a specific Convert Pro form is submitted

  1. When a specific Convert Pro form is submitted.
  2. Tag a contact in ActiveCampaign

Choose the tag in the action settings. Turn on the create-new-contact option if the contact does not exist yet.

Send an email when a specific Convert Pro form is submitted

  1. When a specific Convert Pro form is submitted.
  2. Send an automated email.

When a specific Convert Pro form is submitted, choose the intended email recipient: Site admin or Form submitter. Create automated emails from Noptin > Email Campaigns > Automated Emails. Choose the intended recipient and use only details available from the selected event.

Start here

Set up Convert Pro with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for Convert Pro from Noptin → Extensions. How to activate your license.
  3. Install and set up Convert Pro on your WordPress site.
  4. Create an automation rule that starts when your selected Convert Pro form is submitted, choose what happens next, then submit a test entry.

See how to install a premium extension.

How to install the Noptin newsletter plugin

About 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.

Visit the Convert Pro website ↗

Ready to use Convert Pro with Noptin?

Follow the setup above, then build your first workflow in WordPress.

See plans and pricing