Integrate Omnisend with the WS Form, and you can capture any contact information you collect from the WS form and send it to Omnisend. You can use this information to segment contacts and send personalized messages.
Before You Begin
Make sure that you have a licensed WS form plugin installed.
Setup Process
Step 1. Install Omnisend add-on plugin in the same way as you were installing the WS Form PRO plugin.
Step 2. Create an API key in Store settings → API keys. You can find the full guide here.
Step 3. Now go to WS form → Settings → locate Omnisend.
From here, you need to add your Omnisend Add-on license Key from the WS form account and Omnisend API key from Omnisend account.
If your license key fails to activate, please ensure you are using the correct license key and not your WS Form PRO license key.
What Data is Passed
Email;
Phone number;
First name;
Last name;
Birthday;
Address;
City;
State;
Country;
Zip / Postal code;
Tags;
Any custom property*.
*Any contact information you collect can be mapped as a custom property in Omnisend.
Setting Up Your First Form
Step 1. Click on WS form → click Add New, and select any pre-made templates.
If you select the 'Omnisend' tab in the template selection screen, pre-built forms will be set up with an action that passes contacts to Omnisend, which allows you to skip step 2 of this guide.
Now, adjust the form and add or remove any fields according to your needs. Make sure to add a consent field; we recommend a checkbox field that is named accordingly.
Step 2. When your form is set up, click the Actions button in the top right corner.
Proceed further and click Add Row, as shown in the screenshot below.
Finally, click on Settings → Avtion → select Add to Omnisend.
Step 3. Start mapping the form's fields to Omnisend data points, starting with an Opt-in field; it should be mapped to a selection or checkbox(recommended) field.
Important! If the opt-in Field is not checked - contact will not be passed to Omnisend.
If you check Send Welcome Email - then contacts will be able to trigger welcome automation in Omnisend.
Continue Mapping form fields to Omnisend fields by adding extra rows and selecting appropriate fields.
If you have issues selecting form fields - you can use Custom Mapping, where you can use WS form variables to choose fields and map them to an Omnisend property. WS form variable can be used like this: #field(ID) replace ID with field ID from the form.
Follow the example below.
Here, we mapped the City form field with the City Omnisend field using the WS form variable. Using the same variable - we mapped "Age" to a custom property "contact_age" in Omnisend.
Adding a form-specific tag will allow you to segment contacts based on which form they have filled out. Remember to save the changes.
Step 4. When the form is customized, and all fields are mapped in Add to Omnisend action - you can publish the form by clicking the Publish button in the top left corner.
Now go to the page editor and add the form or any of your created forms, as shown in the screenshot below.
Finally, publish and/or update your page, and you are ready to collect contact information!
If you need any help or face any difficulties, please contact us at [email protected]. We are here 24/7 for you!