Publish your ActiveCampaign forms to WordPress

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How to publish your ActiveCampaign forms to WordPress

Publishing your ActiveCampaign forms on WordPress is a crucial feature that helps you grow your email marketing lists, leverage site tracking, and collect additional information from your contacts. By utilizing the ActiveCampaign forms, you can easily integrate them into your WordPress site, enhancing user engagement and data collection.

ActiveCampaign provides two methods for publishing forms to WordPress: using the Gutenberg Block Editor and the Classic Editor. This article will guide you through the process of accessing these features, step-by-step instructions to publish your forms, configuration options available, best practices, common use cases, troubleshooting tips, and an FAQ section.

How to access this feature

To publish your ActiveCampaign forms to WordPress, you need to ensure that the ActiveCampaign WordPress plugin is configured correctly. You must have already installed and activated the plugin on your WordPress site.

Additionally, if you wish to track the behaviors of your visitors on your site, it's recommended to configure the site tracking feature by visiting the article on Use ActiveCampaign Site Tracking with WordPress.

Step-by-step instructions

Publish forms using the Gutenberg Block Editor

With the Gutenberg Block Editor, any form you create in ActiveCampaign is automatically available for you to publish on your WordPress site. Follow these steps to publish a form:

1. Log into your WordPress account and navigate to the post or page where you want to publish an ActiveCampaign form.
2. Click the name of the post or page to open the editor.
3. Click the Add Block button.
4. Locate the AC Forms embed block. You may need to scroll down the blocks menu to see this option.
5. Click the AC Forms block to add it to your page layout.
6. Use the dropdowns provided to select the form you wish to publish and if you want to use ActiveCampaign CSS.

Once the form is selected, it will appear in your page layout. Please note that if you are publishing a modal, floating bar, or floating box form, the form may not be visible in the page layout. In this case, save your changes first, then preview the page to view the form.

Editing your form - Gutenberg Block Editor

To make edits to your published form:

1. Log back into your ActiveCampaign account and navigate to the Forms section (Website > Forms).
2. Click the form you wish to edit.
3. Make the desired edits, then click the Integrate button.
4. Click the Save & Close button.
5. Go back to WordPress and navigate to Settings > ActiveCampaign.
6. Click the Update Settings button.

Publish forms using the Classic Editor

If you're using the Classic Editor in WordPress, the process involves caching the forms locally first. Here’s how to do this:

Step 1: Select your forms

1. In WordPress, navigate to Settings > ActiveCampaign. Locate the Subscription Forms section.
2. Click the checkbox for each form you wish to be able to use on your WordPress site. You can choose one, some, or all forms.
3. The Use ActiveCampaign's form CSS option is selected by default. If you wish to utilize this option, leave it checked; otherwise, uncheck it.
4. Click the Update Settings button.

Step 2: Insert your forms into pages or posts

1. Locate the WordPress page or post to which you want to add the form.
2. When the page opens, you will see the ActiveCampaign button in the toolbar.
3. Place your cursor where you want the form to appear and click the ActiveCampaign logo.
4. A modal window will appear, listing the forms you have created. Click the name of the form you’d like to insert. A shortcode will be generated.

When the post is previewed or published, the shortcode will be replaced with your ActiveCampaign form.

Embed your form(s) with a shortcode - Classic Editor

You can also embed forms into your pages and posts using shortcodes. Each form listed on the ActiveCampaign WordPress plugin settings page has its own shortcode. Copy this shortcode and paste it into your WordPress page where you want the form to appear.

Editing your form - Classic Editor

To edit your published forms:

1. Log back into your ActiveCampaign account and go to the Forms section (Website > Forms).
2. Click the form you wish to edit.
3. Make the desired edits, then click the Integrate button.
4. Click the Save & Close button.
5. Return to WordPress and navigate to Settings > ActiveCampaign.
6. Click the Update Settings button to save your changes.

Configuration options and settings

When using the ActiveCampaign plugin for WordPress, several bold configuration options are available to fine-tune your form publishing:

• Use ActiveCampaign's form CSS: This option allows your forms to utilize CSS styling provided by ActiveCampaign for a cohesive look with your site’s design.

These settings can be adjusted in the WordPress admin under Settings > ActiveCampaign.

Best practices and tips

1. **Ensure plugin is up-to-date**: Regularly check for and install updates for the ActiveCampaign WordPress plugin to ensure compatibility and access to new features. 2. **Test form functionality**: After publishing your form, always test it in various browsers and devices to ensure it appears and behaves as expected. 3. **Optimize for mobile**: Consider how your forms look on mobile devices to ensure accessibility and user-friendliness. 4. **Monitor performance**: Utilize site tracking features to monitor the performance of your forms and optimize them based on user engagement data. 5. **Promote your forms**: Use various placements on your WordPress site to promote your forms, like sidebars or pop-ups, to maximize visibility.

Troubleshooting section

If you encounter issues while publishing ActiveCampaign forms on WordPress, consider the following troubleshooting tips:

• **Form not appearing**: If your form isn't showing up, double-check that you have saved the changes in both ActiveCampaign and WordPress. Ensure that the selected form is active within your ActiveCampaign account.
• **CSS styling issues**: If the form looks misaligned or unaesthetic, try toggling the Use ActiveCampaign's form CSS option to see if this resolves the styling issues.
• **Check plugin settings**: Ensure that you have configured the plugin correctly in WordPress under Settings > ActiveCampaign.

FAQ

Q1: Do I need a specific plan to use ActiveCampaign forms on WordPress? A1: Yes, the ActiveCampaign form publishing feature is available on Starter, Plus, Pro, and Enterprise plans.

Q2: What if I want to use a custom form style? A2: You can uncheck the Use ActiveCampaign’s form CSS option to apply your own custom styles to the form.

Q3: How can I ensure that my forms are tracking properly? A3: Make sure to configure and enable site tracking in your ActiveCampaign settings and verify that it is correctly installed on your WordPress site.

Q4: What type of forms can I create? A4: You can create various types of forms such as modal forms, floating bars, and embedded forms using ActiveCampaign.

Q5: Can I edit my forms after they've been published? A5: Yes, you can edit any form after publishing. Be sure to update the settings in both ActiveCampaign and WordPress.

Q6: Is it possible to use shortcodes for forms created in ActiveCampaign? A6: Yes, you can use shortcodes to embed forms created in ActiveCampaign directly into your WordPress posts or pages.

Q7: How can I check if my form is working correctly? A7: Test your forms by submitting dummy data and check if submissions are being recorded in ActiveCampaign.

For additional help and guidance, refer back to the relevant articles in the Integrations and WordPress support documentation. ```