Do you want an easy way to create a Drip signup form in WordPress? Integrating WordPress and Drip helps you to automate the process of collecting leads.
In this article, we’ll show you the best way to create a Drip form in WordPress.
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Why Make a Drip Integration with WordPress?
Drip an awesome email automation tool that lets you send email and SMS messages to your leads.
When you integrate Drip with WordPress, you can automatically add contacts to your Drip campaigns right from your WordPress site.
This makes it a lot easier to keep your lists up to date.
Drip has its own form builder, but the styling and tools are pretty basic. It definitely doesn’t have all of the cool features in WPForms, and it’s not as powerful.
We’re going to show you a better way to make a Drip signup form in this guide.
How to Create a Drip Signup Form in WordPress
We’re going to walk through 7 steps to creating a custom Drip signup form in WordPress.
In This Article
- Why Make a Drip Integration with WordPress?
- Step 1: Install the WPForms Plugin and Drip Addon
- Step 2: Create Your Drip Signup Form in WordPress
- Step 3: Add a GDPR Agreement Field
- Step 4: Connect Your WordPress Form to Drip
- Step 5: Configure Your Drip WordPress Integration
- Step 6: Configure Your Drip Form Settings
- Step 7: Set Up Your Drip Form Notifications
- Step 8: Set Up Your Drip Form Confirmations
- Step 9: Add Your Drip Signup Form to Your Website
Let’s start by installing the best form builder plugin for WordPress.
Step 1: Install the WPForms Plugin and Drip Addon
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 in the list.
Go ahead and install the Drip addon. You’ll also want to activate it.
Now let’s create our Drip form in WPForms.
Step 2: Create Your Drip Signup Form in WordPress
Once your WPForms Drip addon is active, it’s time to make your custom form.
Start by clicking WPForms » Add New to create a new form.
On the setup screen, name your form and click the Newsletter Signup Form template.
WPForms will create a simple newsletter signup form automatically and open up the form builder.
You can add additional fields to the form by dragging them from the left-hand panel to the right-hand panel. Click any field to change the settings.
You can also click on a form field and drag it up or down.
Once you have the fields set up the way you want them, it’s time to think about GDPR compliance.
Step 3: Add a GDPR Agreement Field
Do you have customers in the European Union? If you do, you’ll want to add a GDPR Agreement field to your Drip signup form.
It’s important to create GDPR compliant forms by letting your visitors give permission for you to store their personal information. You’ll also want to check that they agree to receive email marketing materials.
To turn on GDPR features, go to WPForms » Settings and click on the GDPR Enhancements checkbox.
When you do this, you’ll be able to:
- Disable user cookies
- Disable storage of user details, like IP addresses.
Now that GDPR enhancements are active, you’ll also be able to add a GDPR field to your form.
Open up your form in the form builder again. Now you’ll be able to drag the GDPR field onto the form where you want it to appear.
You can change the wording by clicking on the field and editing the Agreement text.
When your form looks the way you want it to, click Save.
Now, we’re ready to connect the form to Drip. If you don’t have a Drip account yet, sign up now before moving on to step 4.
Step 4: Connect Your WordPress Form to Drip
To connect your newsletter signup form to Drip, first click on Marketing » Drip in the form builder.
In the Drip settings panel, click Add New Account.
In the popup, you’ll want to paste in your Drip API Key. You can find this on the User Info page in your Drip account.
Next, a window will pop up asking you to name the connection. This won’t be visible to your customers, so go ahead any type any name you want in this box.
All done? Click OK. Now let’s configure our Drip settings.
Step 5: Configure Your Drip WordPress Integration
WPForms lets you choose how you’ll add contacts to Drip right in the form builder.
Let’s configure the connection now.
First, choose your Drip account from the first dropdown menu. Then you’ll need to choose an Action to Perform in the second dropdown.
Let’s take a quick look at the actions and what they all do.
Actions to Add/ Update a Drip Subscriber
If you’re creating a Drip signup form, these are the actions you’ll want to look at:
- Subscriber: Create or Update – Adds the visitor to your Drip email list, or updates their information if they’re already subscribed. This action doesn’t automatically add subscribers to campaigns you’ve created.
- Campaign: Subscribe – Adds the subscriber to your Drip email list and adds them to a campaign you’ve created.
- Record Event – Adds a new subscriber to your Drip email list and records an Event to track their activity.
Actions to Delete/ Unsubscribe a Drip Subscriber
If you’ve made an unsubscribe form or a form that lets your subscribers update their preferences, you’ll want to select 1 option from this list:
- Subscriber: Delete – Removes the person from your Drip email list.
- Campaign: Unsubscribe – Removes the person from one or all campaigns they are a part of, but not from your Drip email list.
For our example, we’ll choose the Subscriber: Create or Update option.
When you choose this action, another set of options appears underneath. Let’s look at these in more detail:
- Subscriber Email – Use this for new subscribers or those wanting to update their emails
- New Subscriber Email – Use this if someone changes their email address.
- 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 sends your subscriber’s IP address to your Drip account.
- Mark user as a prospect – Flags the subscriber so you can tag them as a lead in Drip.
- Starting Lead Score Value – Assigns a lead score. You can use this if you select the option Mark user as a prospect first.
- Tags to Add/Delete – Add tags so you can segment your subscribers in Drip.
Once you’ve chosen all the settings you want to configure, click Save.
Now let’s look at settings for the form itself.
Step 6: Configure Your Drip Form Settings
Next up, we’re going to check the general options for the form so we can check everything is going to work correctly.
To start, go to Settings » General.
Here you can configure these settings:
- Form Name — Change the name of your form here if you’d like to.
- Form Description — Give your form a description.
- Submit Button Text — Customize the copy on the submit button.
- Spam Prevention — Stop contact form spam with the anti-spam feature, hCaptcha, or Google reCAPTCHA. The anti-spam checkbox is automatically enabled on all new forms.
- AJAX Forms — Enable AJAX settings with no page reload.
- GDPR Enhancements — You can disable the storing of entry information here if you turned GDPR features on in Step 3.
When you’re done, click Save.
OK, now let’s check we’re going to get an email when the form is submitted.
Step 7: Set Up Your Drip Form Notifications
Notifications are a great way to send an email whenever a form is submitted on your website.
Click Notifications in the form builder to open up the notifications panel.
If Notifications are turned On, an email will be sent whenever someone submits the form on your site. The email will be sent to the address in the Send To Email Address field.
If you use smart tags, you can also send a second notification to the user when they subscribe. For example, you can thank them for signing up to your list. For more help getting this set up, check out our documentation on how to set up form notifications in WordPress.
All done? Let’s move on and check 1 last thing: form confirmations.
Step 8: Set Up Your Drip Form Confirmations
The form confirmation is the action that happens when the form is submitted. WPForms has three confirmation types to choose from:
- Message. This is the default confirmation type in WPForms. When a visitor submits a form, a message appears to let them know their message was sent.
- Show Page. This setting will take site visitors to a different web page on your site. For help using 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.
- 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 option 1, a form confirmation message.
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 in the dropdown.
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.
That’s it. Now you’re ready to add your Drip signup form to your website.
Step 9: 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:
- Blog posts
- Sidebar widgets.
Let’s take a look at the most common option: adding your newsletter signup form to a page.
To start, click the Embed button at the top of the form builder.
Now let’s click the Create New Page button to automatically make a page for the Drip form.
Next, all you need to do is type a name for your page and click Let’s Go.
When you publish your post or page, your Drip signup form will go live on your website.
And there you have it! You now know how to create a Drip signup form in WordPress.
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Next, Generate More Leads
We’ve taken a look at one of the most powerful Drip integrations for WordPress.
Next, are you ready to drive more traffic to your Drip signup form?
Check out our helpful article on optimizing your WordPress forms for mobile lead generation next. And if you want to see how well your WordPress forms are performing, make sure to check out how to track your form conversions.
You may also want to see this article on the best website visitor tracking tools to get better insights on users’ behavior.
Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes a free newsletter signup form template and offers a 14-day money-back guarantee.
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