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Create a Drip Form in WordPress

How to Create a Drip Signup Form in WordPress (Step by Step)

by Lindsay Liedke on Feb 26, 2018

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

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

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.

Create a Drip Form in WordPress - New Form Template.

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.

Create a Drip signup Form in WordPress - Make a Zap

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.

WPForms Trigger App

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.

Create a Drip Form in WordPress - WPForms Form Entry

Click Continue.

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.

Create a Drip Form in WordPress - Preview Form

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.

Create a Drip Form in WordPress - Test Entry

After you have at least one entry for your Drip form, go back to your Zapier account and click Fetch & Continue.

Create a Drip Form in WordPress - Test Entry, Fetch and 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.

Create a Drip Form in WordPress - Drip 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.

Create a Drip Form in WordPress - Drip Action

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.

Create a Drip Form in WordPress - Drip API Key

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.

Create a Drip Form in WordPress - Drip Contact

Click Continue.

To test the form, and make sure the lead information is sent to your Drip account, click on Send Test to Drip.

Create a Drip Form in WordPress - Drip Contact Test

In your Drip account, navigate to Analytics » New Subscribers and see that your test form was recorded.

Create a Drip Form in WordPress - Drip Contact Subscriber

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.

Create a Drip Form in WordPress - Turn Zap On

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.

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