WordPress Tutorials, Tips, and Resources to Help Grow Your Business
Do you want an easy way to create a Drip form in WordPress? WPForms allows you to quickly connect your WordPress forms with Drip so you can automate the process of collecting leads. In this article, we’ll show you the most efficient way to create a Drip form in WordPress.
Step 1: Create a New WordPress Form
After successfully installing the WPForms plugin, you’ll need to create a new form.
When creating a form, choose the Newsletter Signup Form as your template and give it a name. In this example, we’ll call our form Drip.
For more detailed instructions, check out our tutorial on creating a simple form in WPForms.
After you create your form, you will need to install and activate the Zapier addon.
The Zapier addon lets you connect your WordPress forms to over 500+ web apps, including Drip. It is quick and easy, and the most efficient way to create a Drip form in WordPress.
For more help with this step, take a look at how to install and use the Zapier addon.
Now, let’s take a look at how to connect your WordPress forms to Drip.
Step 2: Create a New Zap
Log into your Zapier account and click on the Make a Zap button near the top of the screen. If you don’t have a Zapier account yet, you can create one here.
Next, you’ll need to choose a trigger app, which in this case is WPForms. Search WPForms in the search bar and click on it.
The only option you’ll be shown is New Form Entry. Click Save + Continue to make WPForms the trigger when a form entry is submitted.
From there, continue following the instructions for finalizing WPForms as the trigger app, which will include selecting a WPForms account and verifying that it’s valid.
For help with this, take a look at this step by step tutorial for using Zapier with WPForms.
When you are finished, Zapier will be connected to WPForms.
When prompted to set up the WPForms form entry, make sure to select the new WordPress form you created earlier. Remember, we named our form Drip.
You will now test your Drip form to make sure it works properly. The only way for Zapier to test your form is to have at least one entry form submitted.
To create a test entry so Zapier can fetch and test your WordPress form, navigate to WPForms » All Forms and find your Drip form.
Click on Preview.
You’ll now see a preview of your form. Fill out the form and submit it as though you were a site visitor. This will give your Drip form one entry, which you’ll see in the dashboard.
After you have at least one entry for your Drip form, go back to your Zapier account and click Fetch & Continue.
You will see a success message when your form test is complete. Click Continue.
Step 3: Connect Your WordPress Forms to Drip
Now that you’ve connected Zapier to the WPForms plugin, you need to connect WPForms to Drip.
To start, search for the Drip app in the search bar and select it as the action app.
Next you’ll need to choose the Drip action. Since we’re looking to collect leads, select Create or Update Subscriber and then Save + Continue.
Now you’ll need to connect your Drip account to Zapier. To do this, you’ll need to authorize Zapier to access your Drip data.
Start by clicking on Connect an Account. You’ll then be asked to enter your Drip API key, which can be found by clicking on the link provided. This link takes you straight to the section of your Drip account that has the API key.
Cut and paste the API key into the field and click on Yes, Continue.
Step 4: Test Your WordPress Forms
Now you’ll be asked to determine which information should be sent to Drip when someone submits a form on your website. The only two required fields are the Account ID and Email Address.
To fill in the Account ID, click on the dropdown menu and select the website that is associated with your Drip account. Then, simply fill in your email address for testing purposes. If you want, you can fill out the other fields as well.
To test the form, and make sure the lead information is sent to your Drip account, click on Send Test to Drip.
In your Drip account, navigate to Analytics » New Subscribers and see that your test form was recorded.
You have now successfully tested the Drip app in Zapier.
Click Finish and name your zap if you want to. Then make sure you toggle your zap On so that anytime someone submits a form on your WordPress website their contact information is sent to your Drip account.
And that’s it! You now have a way to collect leads into your Drip account when someone fills out your form, leaving you with a bigger email list to focus your email marketing efforts on.
If you are looking for ways to reach your site visitors on the go, make sure to check out how to optimize your WordPress forms for mobile users.