How to Set Up Plugins that use HTML Form to send leads to Spokal

If you’re using a plugin that accepts HTML forms, please follow the steps from the examples below:

How to Set Up Hybrid Connect

1. Go to Spokal plugin page and click on tab ‘Plugins’ and then select ‘Other’

If you have only one lead list, the form will automatically generate for that one lead list.

HTML 1

 

If you have more than the one lead list, select the list from the menu that you wish to use, and click the blue “Generate” button. This will generate the chosen Html form.

2. You can optionally choose to redirect the leads who sign up using this form to a specific site by selecting the ‘Redirect after submit’ check box.

Enter the redirect url and then click on the ‘Generate’ button.

HTML 2

 

3. Select the generated HTML form and copy it

HTML 3

 

4. Go to the Hybrid Connect page by selecting it from the WordPress navigation bar and click to on “Add a New Connector” or change existing.

Under “Mailing List”, select the green “Connect” button.

Hybrid 1

 

5. Paste the HTML that you have copied into the “Autoresponder Code” field.

Once you’ve pasted the HTML into the field, select the green “Submit” button.

Hybrid 2

 

Your Hybrid Connector is now set up.

Your leads from this Hybrid connector will now be connected with your chosen lead list at Spokal.

 

How to Set Up OptimizePress Forms

1. Go to Spokal plugin page and click on tab ‘Plugins’ and then select ‘Other’

2. Generate the HTML form and copy it

HTML 3

3. Add new Optin box or edit existing

4. Under the “Form HTML” tab, for “Integration Type” choose Custom form

In “Form HTML” field paste your generated HTML form

Optimize 2

 

Please ensure that these selected choices are correct:

For ”Name” it should say “FirstName”, for “Email” it should say “Email”

Optimize 3

For certain Optin boxes, you will see an  “Add New” button at the bottom.

Select this option to add extra fields.

For example, you can add “Company” with “Company Name” as the text, or a “Phone” field with “Phone Number” as the text.

Optimize 4

Only the Email field is required.

5. Click to “Insert” and you are done.

Your leads from OptimizePress will now be connected with Spokal.

 

 

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