In order to set up the integration on your page, click on Settings and then Integrations;
Select ConvertKit from the top menu;
Enter your ConvertKit credentials to log in;
To get your API secret code, go to Account in ConvertKit:
This step is done once per sub-account. After you’ve signed in, you will only select the account from a list. On the same page, you can add a new ConvertKit account and disconnect the ConvertKit integration for the page. After you select the account, click Continue;
Now select which form you want to use;
Enter or select the tags you want to use;
Now map your Instapage fields to match the ones in ConvertKit;
Make sure all the ConvertKit fields marked with an asterisk (*) are mapped in order for the integration to work.
If you map a field with the [None] option, the submitted data will not be sent to ConvertKit.
The Auto Generate option will create a text field inside your integration.
If you map an Instapage field with a field from your CRM side that has predefined options/values, then the field from Instapage side must have those exact same predefined options/values, and it is recommended for the fields from both sides to be of the same type.
That’s it. If you followed the steps correctly, your form submissions will be sent to ConvertKit automatically.
- The integration only works on the live URL. It can not be tested on the preview mode. When testing on the live URL, make sure that your browser is not displaying an older cached version.
- Make sure to test the integration with different addresses because if you submit the form multiple times with the same email address the integration will flag the email as spam.
- Always test your integration with real email addresses as some systems recognize fake emails.