Wordpress Opt-in campaign goal

If you use WordPress as your website builder, and have already installed the WordPress Opt-in form Plugin, you can create Infusionsoft-compatible opt-in forms on your WordPress site and use the WordPress Opt-in goal to connect them to your marketing campaign. 


Connect your opt-in form to your campaign automation using the WordPress Opt-in goal

  1. In Campaign Builder, locate the WordPress Opt-in goal in the left-hand sidebar. If you don't see it here, make sure that you installed the WordPress Opt-in form plugin.

  2. From the campaign goal section on the left-hand sidebar, click on WordPress Opt-in and drag it to the campaign canvas.

  3. Double-click the WordPress Opt-in goal on the campaign canvas.

  4. Next, select the name of the opt-in form from the drop-down list that you want to connect to this campaign goal. If you have a long list of opt-in forms, type the name of the desired form to locate it in the list. If you don't see your WordPress opt-in forms here, make sure that you have correctly created your WordPress opt-in form.

  5. Click Save.
  6. To finalize your WordPress opt-in goal setup, connect it to a sequence and configure the sequence to initiate automation when contacts complete your WordPress opt-in form.

For more information on campaign sequences, check out these articles

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