Connect Convert Forms with Elastic Email

Are you interested in adding subscribers to your Elastic Email lists through your Joomla forms? Are you seeking a solution to integrate Convert Forms with Elastic Email and automate lead generation effortlessly? With the Elastic Email app for Convert Forms, you can easily subscribe users in your Elastic Email account each time someone submits your form.

This tutorial will guide you through using and configuring the Elastic Email addon in Convert Forms.

Requirements

To use the Elastic Email integration, there are a few requirements you need to meet, listed below:

• Ensure you are using Convert Forms 4.4.10-RC4+ Pro. You can easily upgrade to Pro if you're currently in the Free version
• The "Convert Forms - Apps - Elastic Email" plugin is enabled.
• Your form includes an Email field.

Setting Up Elastic Email Task

To set up the Elastic Email task and sync your submissions to the Elastic Email service, go into your form, and follow the steps listed below:

Select App

From within your form, click on Tasks > CREATE YOUR FIRST TASK.

On the modal that will open, select the Elastic Email task.

Select New Submission under Trigger and Add/Update Contact under Action on the next screen, and click CONTINUE.

Create Connection

A connection is essential to be able to connect to a 3rd-party service, such as Elastic Email. Let's see how to create a new connection that will allow us to connect to Elastic Email.

On the next step, click SIGN IN to start creating our Elastic Email connection.

To create our connection with Elastic Email, Click ADD CONNECTION to get started.

Get your Elastic Email API Key

Before connecting to Elastic Email, we need to create a Elastic Email API Key. Follow the steps listed below to grab your API Key.

Step 1: Go to your Settings page, on your Elastic Email account by clicking here, and click on Create additional API key

Step 2: Then, enter a name, select "View & Modify" for "Account & Log in", and "Contacts", and finally click on the Generate new token button.

Step 2: On the modal that appears, type in a name for your API Key, accept the terms, and click on the Create button.

Step 3: Copy the generated API token which you will use in your Convert Forms Elastic Email Task.

Note: Store the API Key somewhere safe, as Elastic Email won't show it again for security reasons.

Now that we have created our Elastic Email API Key, we can continue setting up the connection with Elastic Email. Enter a connection name and paste your Elastic Email API Key in the fields Elastic Email Name and Elastic Email API Key, respectively. Then click ADD CONNECTION.

The connection has been added, and you can close the connections window.

If you see the "Connection added" message, your connection with Elastic Email has been established, and you can continue with the next step. If you see any error message, please review your API Key.

Select the newly created connection from the list and click CONTINUE.

Ensure that your newly created Elastic Email connection is selected in the dropdown.

Setup Action

After you've set up the trigger, action, and connection, it's time to set up the action itself and define what information to send to Elastic Email. In this step, you can view all available settings and map each option with a fixed or dynamic value using Smart Tags.

Let's see all available settings:

List

Select the list to assign the newly created contact to.

Update existing subscriber

Enable to update existing subscribers' information on your Elastic Email account. Disabling this will result in your users seeing an error message when the form is submitted, which prevents already subscribers from re-subscribing to your lists.

Double opt-in

Email Address

Select the email address of the contact. This is the user that will be subscribed to your Elastic Email list. Choose the Email field in your form.

First Name

Set the first name of the contact.

Last Name

Set the last name of the contact.

Custom Fields

Elastic Email provides custom fields, which allow you to store additional information when a subscriber is saved on your Elastic Email account, such as their name, age, company info, and more!

Add Conditional Logic

Conditional logic makes it possible to run tasks only if specific criteria are met, like a user’s email address matching a certain domain, the user being associated with a certain Joomla User Group, or a form submission having a specific value.

While editing the Elastic Email task, go to the Setup Action step and scroll down to the Conditional Logic section to set up Conditional Logic. Here's where you define all the rules the task should meet to run.

For example, let's say we need to sync submissions to Elastic Email, only if the email is coming from a specific domain: @domain.com.

1. Click to enable the Run this task when certain conditions are met.
2. Click Add Your First Condition.
3. Select the Email field in the Trigger dropdown.
4. Select Contains in the Operator dropdown.
5. Enter @domain.com in the value. Replace this with your domain name.

The condition should look like this:

You can read more on Conditional Logic on the Working with Tasks documentation page.

Activate Task

The final step is to enable our task. To do so, click the toggle on the dialog’s top right corner, as shown in the screenshot below.

Finally, click Save to save the task, close the dialog, and then click Save from the top right corner of the form builder to save the changes on the form.

Congratulations! You’ve successfully created a form that syncs new submissions to the Elastic Email email marketing service!