Forms

Happyforms Marketing Automation

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

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Happyforms

Noptin

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How it works

Automate Happyforms form submissions

Pick a form

Choose the Happyforms form you want to use.

Choose the next step

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

Match the answers

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

More ways to use it

What Happyforms provides

Choose a published form

Noptin lists published Happyforms forms so you can choose which one starts the automation.

Use the visible form parts

The fields available to the rule come from visible parts of the selected Happyforms form. Choice options follow that form's configuration.

Available in Noptin

Happyforms events

Forms

1 event

When a specific Happyforms form is submitted.

Explore connections

What can you do with Happyforms submissions?

Happyforms + Moosend

When a specific Happyforms form is submitted → add a subscriber to a List in Moosend.

See how to connect them →

Happyforms + Attio

When a specific Happyforms form is submitted → add a record to a List in Attio.

See how to connect them →

Happyforms + Slack

When a specific Happyforms form is submitted → send a message to a Slack channel or user.

See how to connect them →

Happyforms + Webhooks

When a specific Happyforms form is submitted → send a webhook or API request to a specific URL.

See how to connect them →

Your form fields

Use the answers your form collects

Submitted fields depend on the Happyforms 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 Happyforms form is submitted

When a specific Happyforms form is submitted.
Add a subscriber to an email sequence or course.

Add a subscriber to an email sequence or course. Use the event when a specific Happyforms 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.

Create or update a contact in Quentn when a specific Happyforms form is submitted

When a specific Happyforms form is submitted.
Create or update a contact in Quentn

Replace an existing user's roles after a Happyforms submission

When a specific Happyforms form is submitted.
Set a user's role

Use an approved member form to change an existing account to a fixed role. Identify the logged-in account in User ID or email address and select the destination Role in User > Set Role. This replaces the existing roles instead of adding another one. Apply the approval conditions your site requires, and do not map an unrestricted role from a public form.

Add a person to an Audience in Ortto when a specific Happyforms form is submitted

When a specific Happyforms form is submitted.
Add a person to an Audience in Ortto

Add a user to an access group when someone submits a form in Happyforms

When a specific Happyforms form is submitted.
Add a user to an access group

Choose a form that identifies an existing user or member by email. Use [[email]] in the SureMembers action, then select the access group.

Add a contact to an Interest Category in Mailchimp when a specific Happyforms form is submitted

When a specific Happyforms form is submitted.
Add a contact to an Interest Category in Mailchimp

Tag a contact in Drip when a specific Happyforms form is submitted

When a specific Happyforms form is submitted.
Tag a subscriber in Drip

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

Save a delivery request on an existing WooCommerce order from Happyforms

When a specific Happyforms form is submitted.
Add or update a custom field on a WooCommerce order

Use a form that collects the WooCommerce Order ID and requested delivery date. Choose Order > Update Custom Field, enter the custom-field key your store uses for delivery requests, and match the submitted date to its value.

Add a subscriber to an Automation Workflow in Smaily when a specific Happyforms form is submitted

When a specific Happyforms form is submitted.
Add a subscriber to an Automation Workflow in Smaily

Send an email when a specific Happyforms form is submitted

When a specific Happyforms form is submitted.
Send an automated email.

When a specific Happyforms 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 Happyforms with Noptin

Install the free Noptin plugin on your WordPress site.
Activate your Noptin license, then install the Noptin add-on for Happyforms from Noptin → Extensions. How to activate your license.
Install and set up Happyforms on your WordPress site.
Create an automation rule that starts when your selected Happyforms 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