Summary

In this article you will learn how to integrate WordPress websites with Growmatik.

How to Integrate WordPress websites

Once your account has been activated, you will be redirected to the onboarding page. To connect your store and integrate WordPress websites with Growmatik, follow these steps:

1. Click the Connect button from your dashboard.

2. Select your ecommerce platform.

3. Integration instructions will be shown to help you integrate with Growmatik.

4. To proceed, you need to log in with your WordPress admin information, then install and activate the Growmatik plugin.

5. Once you activate the plugin, you should be able to see the Growmatik Settings page on your WordPress dashboard > Settings > Growmatik. Click on the Connect & Activate button.

6. Select the Authorize Access button.

7. You’ll then see the Integration completed message and the status will switch to Connected. Click Continue to Growmatik.

8. Finally, you will see that your store is connected and successfully integrated with Growmatik.

Note: If you encountered any issues while integrating WordPress websites with Growmatik, you can check out the Growmatik integration troubleshooting guidelines. Please don’t hesitate to contact us with any questions or concerns via contact support option from the profile menu inside the app dashboard.

Summary

Integrating Gravity Forms with Growmatik allows you to send contact data collected through your contact forms to Growmatik.

You need a Growmatik user account to perform this integration. If you don’t have an account yet, sign up to create an account before proceeding.

In this article, you will learn how to use Gravity Forms and how to integrate it with Growmatik.

We’ll cover the following topics:

• What is Gravity Forms?
• How to integrate Gravity Forms with Growmatik
  • Add a form using Gravity Forms and integrate it with Growmatik
  • Publish your form using Gravity Forms
  • Locate users in Growmatik

What is Gravity Forms?

Gravity Forms is one of the most trusted tools for creating advanced forms to use on your WordPress website. Download and install it from their website or from the WordPress directory.

How to integrate Gravity Forms with Growmatik

Add a form using Gravity Forms and integrate it with Growmatik

1. Download, install, and activate Gravity Forms. Once you’ve done that, you will be able to see the form in the admin panel.

2. You can create a contact form by clicking on the Add New button.

3. Give a name to the form and click on the Create Form button.

4. Choose and add fields from the left sidebar menu to create your form. In order to map form fields to Growmatik fields, you need to click on the field. From the Map to Growmatik field dropdown menu, choose the related field. e.g. for the Full Name field, you should choose Full Name from the Map to Growmatik field dropdown menu.

Note: In order to create and view contacts in Growmatik, you need to map the User Email attribute with the Email field from the Map to Growmatik Field.

5. Once you add your fields and map them accordingly, click on the Update button to create your form.

Publish your form using Gravity forms

1. On the page that you want to add your form, click on Gravity forms and choose your form.

2. Click on the publish button to publish your form on that page.

3. Now that your form is connected to Growmatik, when someone fills in and submits a form, their entries will be recorded in the People section of your Growmatik dashboard.

Locate users in Growmatik

In order to see users who have submitted a certain form in Growmatik, you should:

1. Go to People > All Leads. Here you can see all of your users in Growmatik.

2. Click on Add Filter.

3. Then click on Subscription.

4. Then click on Form.

Note: If there is no form on your website, then you will not be able to see Form from the Subscription submenu.

5. Now you can choose or type the name of your form.

6. Click on Done to show the relevant users.

7. Now you can see only the users that have submitted that form.

Note: If you want to have any automation for the form segments, you need to click on Save Segment when the form is filtered and give it a proper name. You can create any automation for user segments in Growmatik.

Summary

Integrating Growmatik with Elementor Pro’s contact form allows you to send contact data collected through your contact forms to Growmatik.
You need a Growmatik user account to perform this integration. If you don’t have an account yet, sign up to create an account before proceeding.

In this article, you’ll learn how to create a form using Elementor Pro, map its fields to Growmatik attributes and integrate it with Growmatik.

We’ll cover the following topics:

• What is Elementor Pro?
• How to integrate Elementor Pro with Growmatik
  • Add a form using Elementor Pro and integrate it with Growmatik
  • Locate filter users in Growmatik

What is Elementor Pro?

Elementor Pro is an extension of Elementor and one of the most popular WordPress website builders. You can download Elementor from the WordPress website or directly from your website’s dashboard. Since the contact form is only available for the Pro version, you should upgrade to Elementor Pro.

How to integrate Elementor Pro with Growmatik

Add a form using Elementor Pro and integrate it with Growmatik

1. Download and activate Elementor and Elementor Pro. Once you’ve done that, you should see them in your installed plugins.

2. Now that the plugins are activated, you can create a contact form on whichever page of your website you choose. Choose the Contact element and drag it to the desired section.

3. When you  click on the form you will see the Edit Form section in the Elementor panel on the left side of the page.

4. Click on Actions after submit from the panel. Email is selected from the list by default, which means that if a user clicks on the send button, Elementor will send an email containing  the information from the form to the admin of the site. Click on the add action combo box and select and add Growmatik to let Elementor send information to Growmatik.

Note: If you cannot see Growmatik in the action list, it means your website is not fully integrated with Growmatik. In order to fix that please check out how to integrate with Growmatik article.

5. Now you should be able to see the Growmatik section in the edit form panel. Click on it and give your form a name. Then, choose which tags to add to users (these tags are from Growmatik’s tags), and map form fields with attributes from the Field Mapping section.

Note: The form name is a required field and must be filled in.

6. The following Growmatik fields can be included in Elementor forms:

• User Name
• Full Name
• First Name
• Last Name
• Billing Address
• Phone number
• Country
• State/Region
• City
• Custom attributes

Note: To see your existing tags or add/remove tags, go to your Growmatik dashboard and click on your avatar to go to Site Settings > People data > tags.

Note: In order to create and see contacts in Growmatik, you need to map the User Email attribute with the Email field from the Field Mapping section.

7. You can publish the form by clicking on the UPDATE button.

Locate and filter users in Growmatik

1. Now that your form is connected to Growmatik, when someone fills in and submits the form, the entries will be stored on the People page of your Growmatik dashboard.

2. If you want to see the users that have submitted a specific form, go to the People page and click on Add Filter > User Personal Details.

3. Select Tag.

4. Now you can choose the tag you selected in the Growmatik section of the Elementor contact form.

5. You can now see which users have submitted the form.

If you want to have any automation for the form segments, you need to click on Save Segment when the form is filtered and give it a proper name. You can create any automation for user segments in Growmatik.

Summary

In this article, you’ll learn how to create a form using WPForms and map it to Growmatik. In addition, you’ll learn how to filter contacts based on WPForms and create user segments for them. We’ll cover the following topics:

• What is WPForms?
• Plugin Integration
• Creating/Mapping a form using WPForms plugin
• Filtering submitted form data in Growmatik
• Creating user segments for submitted form data
• Automating segments for WPForms users 

What is WPForms?

WPForms is a popular WordPress contact form plugin that allows you to build different types of forms for your website.

Plugin Integration

Integration is a process that combines different software components to work as a part of a unified system, thus enhancing software functionality. WPForms integration makes it possible to automatically map form attributes to Growmatik. It also creates new contacts in the Growmatik People section when a subscriber registers on your website using WPForms.

Creating/Mapping a form using WPForms plugin

1. Download, install and activate your preferred edition (Lite or Premium versions) .

• Lite version: https://wordpress.org/plugins/wpforms-lite/
• Premium versions: https://wpforms.com/pricing/

Note: To find out more about how to install a plugin, please read the managing plugins article on the WordPress.org website.

2. On the right sidebar of your WordPress dashboard, select WPForms and then click on Create Your Form.

3. Name your form, then hover your mouse over the Blank Form box and then click on Create a Blank Form:

4. A form builder screen will appear that lets you add different elements to your form. Here, to create a simple subscription form, drag and drop the Single Line Text into the form area on the right side of the screen and change the name as desired. Then, do the same for the Email element:

5. To map any fields to Growmatik, first select each field inside the form area to reveal Field Options on the left sidebar. Then, choose an option from the drop-down list:

6. The following Growmatik fields can be included in forms:

• User Email
• Full Name
• First Name
• Last Name
• Billing Address
• Phone number
• Country
• State/Region
• City
• Custom attributes

Choose Full Name from the list. Map Email field to User Email as well.

Note: If you don’t map User Email, no contact will be created in Growmatik.

7. Click on the Save button:

8. Insert a WPForms block on your WordPress page and select the form you created from the drop-down list:

Note: To learn more about how to insert a form block, read the Adding a new block article on the WordPress website.

Filtering submitted form data in Growmatik

To view submitted form data, you have to use the filtering feature available in the People section of the Growmatik app:

1. Select the People section on the right sidebar and click on the + Add Filter:

2. From the opened drop-down list, select the Subscription category:

3. Choose the Form option:

4. Select the form that you created using WPForms (here we’ve labeled it “Growmatik-WPForms”), then click Done:

Note: If you change a form name in WPForms and a user submits the new form, then the new form name will be available via Subscription > Form in Growmatik.

5. Now you can see the results:

Note: If a user submits the form with the same email address, the user’s contact details will be updated on Growmatik. Also, new users are added as leads in Growmatik.

Creating user segments for submitted form data

1. After you have successfully filtered your submitted form data in People section (see the previous step), click on the Save segment:

2. A modal will appear. Type a name for your segment in the box and click Save new segment:

Automating segments for WPForms users

You can create automation for a new segment immediately after creating it. You can also do it later. To do so, click on Automate Segment:

Read on about Segment condition to learn more how to automate a segment.

Summary:

In this article, you’ll learn about WP Fusion integration with Growmatik account. Moreover, you can find useful details on how to use WP Fusion with Growmatik. An Installation guide is also available via the WP Fusion guidelines.

We’ll cover the following topics:

• What is WP Fusion?
• WP Fusion integration
• Connecting Growmatik to WP Fusion
• Applying a tag to anyone who registers an account in WordPress
• Mapping WP Fusion contact fields to Growmatik
• Creating user segments based on a WP fusion assigned tag 
• Automating segments for a WP Fusion assigned tag

What is WP Fusion?

WP Fusion is a WordPress plugin that creates a persistent link between each user on your WordPress site and your contact records in the supported CRM of your choice. With WP Fusion, once the user is added to your contact list, your WordPress database will be updated as well. WP Fusion therefore works as a two-sided real-time connection between WordPress and a CRM.

WP Fusion integration

Integration is a process that combines different types of software components into a unified system in order to enhance software functionality. WP Fusion integration with Growmatik is available, and now you can select Growmatik as your CRM of choice while setting up WP Fusion.

Connecting Growmatik to WP Fusion

1. First, install and activate the WP Fusion plugin on your WordPress website.
Note: The WP Fusion plugin includes Lite and Premium versions. You have the option to install your preferred edition:

• Lite version: https://wordpress.org/plugins/wp-fusion-lite/
• Premium versions: https://wpfusion.com

To learn more about installing a plugin, please visit the managing plugin article.

2. Create an API key for your website in Growmatik. To learn how to add a new API key, read the instructions in Growmatik API knowledge base.

3. Move to your WordPress dashboard, then go to settings and select WP Fusion.

4. From the drop-down list Select Your CRM, choose Growmatik.

After selecting Growmatik, CRM Configuration will appear:

5. Now you need the API credential to initiate the connection: In Growmatik click on your profile picture in the left sidebar and choose the Site settings page.

6. Navigate to Integration > Growmatik API.

7. From the opened window, shift to the Authentication tab and click on the Show details link to reveal the API credentials.

8. Copy the API key and the API secret, then paste them into WP Fusion and click Connect.

9. After the Complete message appears, select Save changes.

10. WP Fusion integration with Growmatik is now completed.

Applying a tag to anyone who registers an account in WordPress

In order to use tags, you should first add a new tag on Growmatik’s site settings:

1. To add a new tag, click on your profile picture in the left sidebar and select Site Settings.

2. On the Settings page, click on People data > Tags and then select + Add new tag.

3. Within the opened window, type a name for your tag and press the Add button.

Now, a tag has been created on your Growmatik account.

4. Navigate to your WordPress dashboard, move to Settings > WP Fusion and then click on the Sync button.

5. Now, you can choose your created tag from the Assign tags drop-down menu.

6. Scroll down and select Save Changes.

This tag will be applied to anyone who registers an account in WordPress and is accessible from the People section in Growmatik.

Note: Don’t forget to mark the Create Contacts checkbox above the Assign Tags field to automatically create new contacts in Growmatik when users register in WordPress.

Learn more about General Settings on the WP Fusion website.

Mapping WP Fusion contact fields to Growmatik

WP Fusion can connect available contact fields in WordPress to Growmatic. To manage these fields:

1. From your WordPress dashboard, navigate to Settings > WP Fusion and move to the Contact Fields tab:

2. To update a Growmatik field, choose a related attribute from the drop-down list menu in the right column.

3. Mark/unmark the checkbox for each field you want to sync with Growmatik when a user is registered and then click Save Changes.

To add a new custom attribute and map it with Growmatik:

1. On your Growmatik dashboard, click on your profile picture in the left sidebar and select Site Settings:

2. Navigate to People date > Custom attributes and click on + New custom attributes:

3. Give it a name and click on the Add button. In this example, a Language attribute is created:

4. Move back to WP Fusion plugin, select the Contact Fields tab and click Sync to refresh all custom fields:

5. Now, a Language attribute is available on Growmatik Field. To activate the Language row, you first have to select this attribute from the drop-down list:

6. Select the correct type for the field that is text here. Make sure to mark the Sync checkbox, then scroll down and click Save Changes:

Note: WP fusion has explained syncing Contact fields in detail here.

Creating user segments based on a WP fusion assigned tag

1. Select the People section in the left sidebar, click + Add Filter and choose User Personal Details:

2. There are different options available to choose from. Select Tag:

3. Now, select the tag you assigned in WP Fusion from the dropdown list and click Done:

4. Growmatik lists the users that match the selected tag. To create a new segment for these users, click Save segment:

5. The Save segment modal will open. Type a name for it and then click Save new segment:

Note: The created segment will be automatically updated when a new user registers on WordPress.

Automating segments for a WP Fusion assigned tag

After you have created a segment for the WP Fusion assigned tag, it’s possible to create automation for it as well:

1. From the People section, select your new segment, then click Automate segment:

2. You will then be redirected to the Automation section. Condition has been automatically added to the rule creation box. Choose an action for your segment and click Create Rule: