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How to Integrate Email Octopus to Happyforms: An Essential Guide

2 minute read

Lead generation and email list expansion may be automated straight from your WordPress website by integrating Email Octopus with Happyforms. Thanks to this integration, every form submission will be automatically added to your Email Octopus list, saving you time and work as you expand your email marketing audience. For a simple setup and integration, follow this guide.

Table of Contents

 

Installing Happyforms

Ensure Happyforms is installed and configured on your WordPress website before integrating Email Octopus.

Step 1: Go to the WordPress Dashboard

Step 2: In the plugins section, click upload, then select the Happyforms Pro that you bought.

Step 3: Activate your plugin.

Step 4: You can either create your contact form or use the Happyforms template; if you plan to utilize the template, follow this guide.

 

Creating an Email Octopus Account

In order to link your Email Octopus account to Happyforms, we must first establish it up.

Step 1: Sign Up for Email Octopus

Step 2: Choose a Plan that suits your needs

Step 3: Create your First Email List

Step 4: Generate and Save an API Key

 

Integrating Email Octopus to Happyforms

Now that Happyforms and Email Octopus are prepared, it’s time to connect them.

Step 1: Go to Email Octopus and locate your API Key, click your Account > Integrations & API, then copy your key.

Step 2: Head back to your WordPress dashboard then Forms > Integrations. Find Email Octopus then paste your API Key and hit save.

Step 3: Go to your Happyforms Contact Form > Emails > Connect with Email Octopus. Additionally, you can indicate if the user will be subscribed or not. Remember to click “Update.”

 

Testing out your Form

It’s crucial to test the entire process when your integration is live to ensure that Happyforms submissions are accurately added to your Email Octopus list.

Step 1: Complete the Happyforms form you created for integration on your WordPress website.

Step 2: Verify that the test entry displays accurately and that all of the mapped fields are filled in.

Step 3: Continue testing until the integration functions as intended every time.

 

Conclusion

A great method to automate lead capture, cultivate new contacts, and expedite your email marketing process is to integrate Email Octopus with Happyforms. You can effortlessly expand and manage your audience right from your website with this configuration. We also have a useful blog on integrating Happyforms with ActiveCampaign, which you can read here if you’re interested in learning more about your integration choices. Visit our blog for further advice and suggestions on crucial plugins to improve the functionality of your website.

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