Pify Form Builder is a third-party app that provides a number of tools to connect to your customers and get more leads. You can create different custom forms, such as Contact Us Form, Account Registration Form, Popup Form, Order Form, PayPal Form, Feedback Form, Inquiry Form, Survey/Research Form, Wholesale Order Form, Pre-order Form, Quote Request Form, Discount Code Form, or Sales Form, and so on.
Benefits
Integrate Pify Form Builder with Omnisend and pass contact information collected with your Pify Signup forms to Omnisend. Use collected data to segment your customers and personalize your emails.
Setup Process
Step 1. In Omnisend, go to Apps → Search for Pify Form Builder → Click Connect now → Copy API Key.
Step 2. Go to your Pify Form Builder account. Select the form you want to integrate with Omnisend. If you don't have a form yet, create one. Go to the Settings tab in your Form editor → Integrations → select Omnisend → check the Enable Omnisend checkbox → paste the API key into the corresponding field.
Step 3. Map all the fields in your Form to the contact properties in Omnisend. Then, Omnisend default contact property names:
email
first_name
last_name
phone_number
country
state
city
address
postal_code
gender (Can be: m - male, f - female. If anything else except 'm' or 'f' is passed, contact won't be created)
birthdate
Note: If the question you ask in your form can't be mapped to any of the default contact properties in Omnisend, you can map it to a custom property. For example, if you ask what pet(s) your customers have, you can map it to 'pify_pets' custom property (it's not obligatory to include 'pify' in the custom property name).
Custom Properties Name restrictions:
Can contain only Latin characters, numbers, "_" (underscore) sign
Max name length - 128 symbols
Name is case sensitive
Step 4. Make sure to apply at least 1 contact tag that allows you to differentiate contacts collected by Pify Forms from all other contacts in Omnisend. If you have multiple Pify forms, it'd make sense to apply a few tags (e.g., source: pify and pify_form_name). So you'd know which specific Pify form a contact has filled out. If you're adding a few tags, separate them with commas.
Here's an example of correctly mapped properties:
Step 5. Once all the properties are mapped and your form is ready to be launched, make sure to click the 'Save' button for the integration settings to be saved.
Step 6. In Omnisend, check the box "I have completed all the steps" and click Confirm.
That's it! Any new contacts collected with this Pify Form will be passed to Omnisend along with all the properties you've mapped. If you have multiple Pify forms, you'll need to set up the integration for each one separately.
Note: If you've collected any contacts with your Pify Forms prior to enabling the integration, they won't be passed through this integration, but since all the contacts collected with Pify Form Builder are synced to Shopify, they'll be passed to Omnisend from Shopify anyway.
What Data Is Passed
Only new contacts are passed to Omnisend through the Pify → Omnisend integration.
Here are the contact properties that will/can be passed through the integration:
email (subscribed or non-subscribed status, depends on the marketing status collected in Pify)
phone_number (if collected and mapped, passed non-subscribed status)
first_name (if collected and mapped)
last_name (if collected and mapped)
country (if collected and mapped)
state (if collected and mapped)
city (if collected and mapped)
postal_code (if collected and mapped)
address (if collected and mapped)
gender (if collected and mapped)
birthdate (if collected and mapped)
any_custom_property (if collected and mapped)
tags: all the custom tags that you'll enter on the Omnisend integration settings page
Send a Follow-up Email to Pify Subscribers
To send automated emails to Pify contacts, create a segment based on the tag you've added in the form settings. In our example form, we've applied the 'source: pify' tag. So, that's the one we'll use.
If you want to send different automated emails to customers who come from different Pify Forms, you'll need to apply custom tags in the Omnisend Integration Settings and create separate segments for each tag.
Once the segment is created, go to Automation → Create workflow → Create from scratch → set the automation trigger to Entered segment → select the segment you created.
If you need further assistance, our Support Specialists are available 24/7 via in-app chat or at [email protected].