Convertkit Autoresponder Integration

1. First, log in to the FlexiFunnels account.

2. Click on the Settings icon Visible on the FlexiFunnels dashboard. Then click on Autoresponder Integrations. (See the below screenshot)

3. Click the +Add Autoresponder Button to see a list of autoresponders.

4. Click on the "connect" button to add the "ConverKit" Autoresponder.

How to obtain your ConvertKit API Key and API Secret

In order to enable integration between your ConvertKit account and FlexiFunnels, you will first need to obtain your API Key and API Secret.

The API Key and API Secret can be thought of as your username and password for your ConvertKit account.

To obtain your ConvertKit API Key and API Secret, follow these steps:

1. Click on the "Account name" option located on the Right-side top corner. 

2. After that, click on "Settings"

3. After Clicking on settings, you will get the "Advance" option there in the left-hand side bottom corner.

4. Then click on the Advance option, and you will get the API Key and API Secret. Copy it, and paste them into FlexiFunnels Convertkit Settings.

5. Once you click the "Save" button, your account will be connected with FlexiFunnels.

You have successfully connected your ConvertKit account.

Steps to add the set rules to the product.

1. Navigate to the Products Tab

• Click on the "Products" tab located in the top menu bar.

2. Select Your Product

• From the list of products, select the product you want to set up rules for.
• Click on the product name to open its settings.

3. Open the Set Rules Option

• In the product settings menu on the left side, click on the "Set Rules" option.
• This will open a new dialog box for setting rules for your product.

4. Select Autoresponder

• If you want to add the members to an autoresponder, select an autoresponder from the "Select an autoresponder" dropdown menu.

5. Add to a List (If Continuing with Autoresponders Selection)

• Choose a list from the "Add them to this list" dropdown menu where you want to add the members.
• This step ensures that members who abandon their cart are added to the correct list for easy management.

6. Set Autoresponder Tags (If Continuing with Autoresponders Selection)

• In the "Autoresponder Tags" field, you can add tags to organize your members.
• Note that autoresponder tags must be at least three characters long.

7. Save Your Settings (If Continuing with Autoresponders Selection)

• Once you have configured all the necessary settings, click the blue "Save" button at the bottom of the dialog box.

In FlexiFunnels, one can collect leads using two options.

1 - By integrating an Email Autoresponder Software with FlexiFunnels.

2 - By using Custom coded form generated in a Users Email Autoresponder Software.

Let's cover the first option, in which we will explain how one can integrate an Email autoresponder software in FlexiFunnels 

STEP 1 - Connect your Email Autoresponder with FlexiFunnels Account by going above process step by step. (Standard Integration)  

STEP 2 - Once you have connected your email autoresponder with FlexiFunnels. 

Now connect a “form” element in a landing page with an email autoresponder.

In order to connect a “form” element with Autoresponder, one needs to create a landing page inside a project.

Click on the “+create new project” button.

Click on "Projects” displayed on the FlexiFunnels Dashboard Screen.

Click on the "+create new" button displayed on the Projects Screen.

Then type your "Project name" and click on the "+ADD project" button  

After completing these steps.

Select the Landing Page category

We have Different Landing Page Template Categories and Different Templates in Each Category 

Select Your Landing Page Category

Then select the preferred template for your landing page 

After selecting the Preferred Landing Page Template

The Screen will look like this

You have successfully created a Project in FlexiFunnels with a Landing Page.

Now, Click on the "Edit Page" Button.

Click on the sidebar “plus” button and select the “forms” option under components to add forms inside the FlexiFunnels Page Editor.

Once a “form” element is imported into the FlexiFunnels editor, click on the “form” element gear icon settings to open the form element gear settings  

After opening the “Form” element gear settings, click on Advanced Settings, as shown in the image above.

Then select the “Connect with autoresponder” option from the Dropdown.

Then click on the “connect here” button

After clicking on the “connect here” button, select your autoresponder connected in the FlexiFunnels autoresponder settings 

Choose your email list from the dropdown. (optional)

And write down the tag to be passed in the autoresponder tags field. (optional)

One can pass multiple tags here.

Click on the “save” button.

When successfully connected, it will show “active.”

Here, your autoresponder is connected with the FlexiFunnels “form” element. 

Now, you can publish the landing page, using the “publish” button at the top, and start collecting leads.

The leads submitted on the published page will be directly reflected in your email autoresponder software connected with the “form” element.

Second Method to collect leads from FlexiFunnels (Custom Form Code)

Here we will be taking an example of ConvertKit Email Autoresponder Software.

Login to your ConvertKit account Dashboard, and click on Signup Forms from the dashboard panel. 

Click on the “Landing Page & Forms” Button to create the form.

Click on the “Create Now” Button to create the form.

Click on the “Form” Button to choose the form type. 

Click on the “Inline” Button for the Custom Form Code option.

On the last step of the form, click on "Embe option" and copy the HTML code.

Now, once you have generated HTML Form code from your email autoresponder, connect a “form” element in a landing Page with the copied HTML Form code.

In order to connect a “form” element with HTML Form code, one needs to create a landing page inside a project.

Click on "Projects” displayed on the FlexiFunnels Dashboard Screen.

Click on the "+create new" button displayed on the Projects Screen.

Then type your "Project name" and click on the "+ADD project" button 

After completing these steps.

Select the Landing Page category

We have Different Landing Page Template Categories and Different Templates in Each category. 

Select Your Landing Page Category

Then select the preferred template for your landing page

After selecting the Preferred Landing Page Template

The Screen will look like this

You have successfully created a Project in FlexiFunnels With a Landing Page.

Now, Click on the "Edit Page" Button.

Click on the sidebar “plus” button and select the “forms” option under components to add forms inside the FlexiFunnels Page Editor.

Once a “form” element is imported into the FlexiFunnels editor, click on the “form” element gear icon settings to open the form element gear settings    

After opening the “Form” element gear settings, click on Advanced Settings, as shown in the image above.

Then select the “Custom Code” option from the dropdown.

Then paste the copied HTML Form code in the Paste the HTML form code space and click on the “parse code” button.

After clicking on the “parse code” button, the copied form code will now be integrated with the “form” element.

Now you can publish the landing page, using the “publish” button at the top, and start collecting leads.

The leads submitted on the published page will be directly reflected in your email autoresponder software connected with the “form” element using the HTML Form code option.