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How to Create a Drip Signup Form in WordPress (Updated)

by Lindsay Liedke on Nov 5, 2018

Do you want an easy way to create a Drip signup form in WordPress? WPForms allows you to quickly connect your WordPress forms with Drip so you can automate the process of collecting leads and building a bigger email list.

In this article, we’ll show you the most efficient way to create a Drip form in WordPress.

Step 1: Create a Drip Signup Form in WordPress

The first thing you’ll need to do is install and activate the WPForms plugin. For more details, see this step by step guide on how to install a plugin in WordPress.

Next, go to WPForms » Addons and find the Drip Addon.

Install and activate the Drip addon.

wpforms drip addon

Once your WPForms Drip addon is active, go to WPForms » Add New to create a new form.

On the setup screen, name your form and select the Newsletter Signup Form template.

Newsletter Signup Form Template

WPForms will create a simple newsletter signup form.

Here, you can add additional fields by dragging them from the left hand panel to the right hand panel. Then, click on the field to make any changes. You can also click on a form field and drag it to rearrange the order on your Drip subscribe form.

Newsletter Signup Form Preview

One important form field to consider adding to your Drip signup form is the GDPR Agreement field.

This form field helps you create GDPR compliant forms by giving your site visitors an explicit way to agree to you storing their personal information and sending them email marketing materials.

GDPR Form Field

To change the default language of the agreement field, all you have to do is click on the field to make changes.

If you do add the GDPR Agreement field to your subscribe form, you’ll need to go to WPForms » Settings and click on the GDPR Enhancements checkbox.

GDPR Enhancement Features

When you do this, you’ll enable the GDPR enhancement features WPForms has available for you to make complying with GDPR that much easier.

In fact, you’ll be able to:

  • Disable user cookies
  • Disable user details, which includes IP addresses and User Agent data
  • Access the GDPR form field for your WordPress forms

When your form looks the way you want it to, click Save.

Now, we’ll take a look at how to configure your form’s settings so you can connect your signup form to your newsletter service.

Step 2: Connect Your Form to Drip

To connect your newsletter signup form to Drip, go to Marketing » Drip in the Form Editor.

drip marketing settings

Next, click Add New Account.

add new drip account

A box will pop up asking your for your Drip account name, which can be any name you like. You’ll also need to enter your Drip API Key, which can be found in your Drip account.

new drip account

Next, a modal will popup asking you to name the connection, which again you can name anything you want since it’s for your reference only.

drip connection nickname

Click OK.

On the next screen, you’ll need to connect Drip to WPForms.

First, choose your Drip account from the dropdown menu.

drip account option

Next, you’ll need to choose an Action to Perform:

  • Subscriber: Create or Update
  • Subscriber: Delete
  • Campaign: Subscribe
  • Campaign: Unsubscribe
  • Record Event

These actions can be grouped into two categories: times you want to add/update a Drip subscriber and times you want to delete/unsubscribe a Drip subscriber.

Let’s take a quick look at each.

Actions to Add/Update a Drip Subscriber
Adding subscribers to your Drip email list is most likely you goal when creating a Drip signup form on your website.

That’s why it’s likely you’ll choose one of the following actions when connecting Drip to WPForms:

  • Subscriber: Create or Update. This is for adding new subscribers to your Drip email list. You can also update an existing subscriber’s information. This does not automatically add any subscribers to any campaigns you’ve created.
  • Campaign: Subscribe. This will not only add a new subscriber to your Drip email list, it will automatically add them to a campaign you’ve created in your Drip account.
  • Record Event. This will add a new subscriber to your Drip email list and add an Event to them, which is used to track the activity of your subscribers.

Actions to Delete/Unsubscribe a Drip Subscriber
You might have a form on your website that allows current subscribers to remove themselves from your Drip email list. If that’s the case, you’ll choose from one of the following actions:

  • Subscriber: Delete.. This will allow your subscriber to remove themselves from your Drip email list.
  • Campaign: Unsubscribe. This action will give subscribers a chance to remove themselves from one or all campaigns they are a part of, but they will still be on your Drip email list.

For our example, we’ll choose the Subscriber: Create or Update option, which after chosen from the dropdown menu, will open a new set of settings to configure.

drip action settings

Here’s a brief look at those settings:

  • Subscriber Email is for new subscribers or those wanting to update their emails
  • New Subscriber Email is the new email when an existing subscriber updates their email
  • Send User ID to Drip (if the user was logged in) this will match the user’s WordPress ID to the user ID Drip assigns all subscribers
  • Send user IP address to Drip this will send your subscribers’ IP addresses to your Drip account
  • Mark user as a prospect to flag subscribers you can easily tag them as leads within Drip
  • Starting Lead Score Value if you select the option Mark user as a prospect the user will be assigned a lead score indicating their level of engagement.
  • Tags to Add/Delete identify subscribers so you can segment them and send targeted email campaigns

Once you’ve chosen all the settings you want to configure, click Save.

Step 3: Configure Your Subscribe Form Settings

To configure the rest of your Drip signup forms’ settings, go to Settings » General.

WPForms General Settings

Here you can configure the following:

  • Form Name. Rename your form here.
  • Form Description. Give your form a description.
  • Submit Button Text. Customize the copy on the submit button.
  • Spam Prevention. Enable the anti-spam honeypot feature to prevent spambot submissions. This feature is automatically enabled on all WordPress forms. If you decide to use another form of spam prevention, unclick this option.
  • GDPR Enhancements. If you enabled the GDPR enhancements in step 1, here is where you can disable the storing of entry information and user details, such as IP addresses and user agents, in an effort to comply with GDPR requirements.

When you’re done, click Save.

Step 4: Configure Your Subscribe Form’s Notifications

Notifications are a great way to send an email whenever a form is submitted on your website.

WPForms Notifications Settings

Unless you disable this feature, whenever someone submits a subscribe form on your site, you’ll get a notification about the submission.

If you use smart tags, you can also send a notification to the user when they subscribe, letting them know you received it and will be in contact shortly. This assures site visitors their form has gone through properly.

For help with this step, check out our documentation on how to set up form notifications in WordPress.

Adding to this, if you want to keep branding across your emails consistent, you can check out this guide on adding a custom header to your email template.

Custom Email Header

Step 5: Configure Your Subscribe Form’s Confirmations

Form confirmations are messages that display to site visitors once they subscribe to your email list. They let people know that their form has been processed, and offer you the chance to let them know what the next steps are.

WPForms has three confirmation types to choose from:

  1. Message. This is the default confirmation type in WPForms. When a site visitor subscribes, a simple message confirmation will appear letting them know their form was processed. Look here for some great success messages to help boost customer happiness.
  2. Show Page. This confirmation type will take site visitors to a specific web page on your site thanking them for subscribing. For help doing this, check out our tutorial on redirecting customers to a thank you page. In addition, be sure to check out our article on creating effective Thank You pages for boosting customer loyalty.
  3. Go to URL (Redirect). This option is used when you want to send site visitors to a different website.

Let’s see how to set up a simple form confirmation in WPForms so you can customize the message site visitors will see when they submit a form on your site.

To start, click on the Confirmation tab in the Form Editor under Settings.

Next, select the type of confirmation type you’d like to create. For this example, we’ll select Message.

WPForms Confirmation Settings

Then, customize the confirmation message to your liking and click Save.

If you want to display different confirmations to site visitors based on their behavior, be sure to read up on how to create conditional form confirmations.

Now you’re ready to add your Drip signup form to your website.

Step 6: Add Your Drip Signup Form to Your Website

After you’ve created your Drip subscribe form, you need to add it to your WordPress website.

WPForms allows you to add your forms to many locations on your website, including your blog posts, pages, and even sidebar widgets.

Let’s take a look at the most common post/page embed option.

To start, create a new post or page in WordPress and then click on the Add Form button.

Next, select your contact form in the modal popup and click Add Form.

Add Form

Then, publish your post or page so your contact form will appear on your website.

Final Subscribe Form

And there you have it! You now know how to create a Drip signup form in WordPress so you can start building your email list and working on your email marketing strategies.

Be sure to check out our helpful article on optimizing your WordPress forms for mobile lead generation, and if you want to see how well your WordPress forms are performing, make sure to check out how to track your form conversions.

So, what are you waiting for? Get started with the most powerful WordPress forms plugin today.

And don’t forget, if you like this article, then please follow us on Facebook and Twitter.

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