If you're in the editor, exit the builder to go to the Experience Manager interface:
Go to the Integrations tab of the Experience Manager and select Form Integrations:
If you have already connected your ConvertKit account to Instapage, you will see it here and you can select it. Otherwise, you will see this screen and you can go to the main Integrations Dashboard to connect.
If you go to the main Integrations dashboard to connect, look for ConvertKit in the page integrations list.
Sign in and connect the account. This step is done once per workspace.
Our direct integration is using the API of ConverKit and in order to correctly connect your ConvertKit account, you need to be the ConvertKit account owner or a team member/user with API permissions.
To get your API secret code, go to Account in ConvertKit:
NOTE: Only one account can be connected at a time, even if you have the option of adding more accounts to the list.
When you have connected the account, come back to the Experience Manager for the page you want to integrate with ConvertKit and continue with the steps below.
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 data submitted in that field 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.