With everything WordPress, there is more than one way to do each thing, so after some testing myself, I will share with you what I think is the best way you can set up ConvertBox with Autonami for your website.
There were a few things I set up myself and then realized I could have been set up in a much better way, so I will give you the details to save you time.
Create an Automation and get our Webhook URL
Our first goal for this integration is to have the people who complete your opt-in form be added as a contact in your Autonami.
To do this, we will use Webhooks.
If you don’t know what Webhooks are, don’t stress – if you follow this tutorial, you’ll set up what you need.
First, go to Autonami and create a new Automation.
Next, click to Select An Event.
and then search for Webhook Received (1), click it (2) and then Continue (3).
Once you’ve done that, click on the Webhook Received event (1) and you will find your Webhook URL (2), as shown below.
So think of it link this:
In this Automation, Autonami is now waiting for data to be sent to this URL.
Once data is received at this URL, Autonami will then trigger this Automation to start.
Configure ConvertBox to send data to our webhook URL
So now that we have this URL that Autonami wants data sent to, let’s go ahead and get ConvertBox sending data.
Copy your webhook URL as you’ll be pasting this into ConvertBox very soon.
Log into your ConvertBox account and go to the opt-in form that you want to integrate with Autonami.
Next, click on the ConvertBox form element (1) and then click to edit that form’s settings (2), as shown below.
Click on Integrations and then + Add integration.
Select Webhooks from the dropdown (1) and then paste in the Webhook URL that you copied from your Autonami Automation (2). Lastly, click Add integration (3).
Publish your ConvertBox if you haven’t done so already and add it to your website.
Test your webhook is working
I like to test my webhook is working at this point. Once I know it’s working, then I continue building my Automation using this data (as I’ll show you further on in this tutorial).
Go to your website and enter your details into your ConvertBox opt-in form and submit the form.
Go back to Autonami, click into the Receive Webhook trigger and then click the Receive Webhook button.
And you should see your data come into Autonami.
If you see your data displaying like my image above, you’re set to go!
Create a new contact in Autonami
At this stage: your visitor can fill out your ConvertBox form and the data will be sent to Autonami. BUT the data is not saved in Autonami. That’s what we will do in this step, using our Automation.
In your Automation, under the Webhook Received trigger event, you need to map the email field from your ConvertBox form to the Select Email Field option you see below in Autonami.
By doing this step above, you’re telling Autonami what field in your ConvertBox form is your user’s email address. Autonami will use this field now as it goes through the steps in your Automation.
Now that you’ve done the step above, add a Create Contact action to your Automation.
Then click on the Create Contact action.
And now you need to map each of these Autonami contact fields to the webhook data that ConvertBox sent to our Automation.
To do this, click on Merge Tags.
Under Webhook Data click Select.
In the dropdown, select email (1) and then click Copy To Clipboard.
Then paste it into the email field, like below.
By doing the above, we have mapped the data from our email field in our ConvertBox to the email field that Autonami will use when it creates a contact.
So now, just do the same and map the rest of the fields.
NOTE: if your ConvertBox only collects people’s email addresses, you would just map the email field and leave the others blank – hence why the others say “optional”. Autonami just needs an email address to be able to create a contact.
Now, if you’re wondering why I selected Unverified at (2) above, I’ll explain why I recommend you do this in the next part of this tutorial.
Unverified vs Subscribed
When you create a contact in Autonami, you have to set their subscriber Status and you either want to set Status as Subscribed or Unverified. What you choose here will depend on whether or not you wish to use a double opt-in method or single opt-in method in Autonami.
You probably already know this, but just quickly:
- Single opt-in: Your contact is immediately added to your mailing list for you to email.
- Double opt-in: Your contact is set to Unverified status and you send them an email with a link. When the contact clicks this link in your email, you change their status from Unverified to Subscribed. If they never click this link, they will stay in Unverified status and you will not email them.
For WagePirate.com, I decided to use a double opt-in method. This helps me weed out any fake email addresses that are entered into my website so that way I know I am emailing real people.
If you are happy to use single opt-in, then for this Create Contact action, just set Status to Subscribed.
But just be warned – if you have a ConvertBox form that people have to fill in to get your eBook / hidden download / lead magnet – people will put fake emails into here just to get your download, and with the single opt-in, you’ll be emailing these fake email addresses in the future (which will hurt your email open rates if you don’t clean your email list).
If you are not keen on using single opt-in, I can help!
Set up a double opt-in for new Contacts in Autonami
I wrote an article that shows you exactly how you can create a double opt-in using Autonami.
How deep is the ConvertBox / Autonami integration?
The integration between ConvertBox and Autonami has provided me with everything I’ve needed so far. There has not been anything I haven’t been able to set up at the time of writing this article.
Here is everything I currently have set up, including how it works, why I set it up and the logic between the two systems:
Important for you to know
While writing the above section, I noticed that it is very simple and you may feel that the ConvertBox / Autonami integration isn’t very deep. But that is not the case.
The thing is – Autonami being inside your WordPress install just cuts out a lot of the different things you’re probably used to setting up and that’s a good thing! That’s why we’re all using Autonami instead of other CRMs like ActiveCampaign.
Here is an example I think is important to understand below.
You are linking a ConvertBox form to a specific Automation in Autonami
This removes the need to worry about tagging and complex setups.
As I showed you in this tutorial on this page, when you create a new Automation you are triggering the Automation with the Webhook Received trigger by using the Webhook URL.
You can set up many ConvertBox forms to go to this same Webhook URL if you want or you can keep each form going to its own Automation. It’s really up to you.
But the main thing is, you are linking each ConvertBox form to Automations in Autonami based on that webhook URL.
For example, let’s say you have 3 forms on your website and they are all asking your user the same thing: To put in their email address so they can receive your marketing tips and tricks.
Below is an example of this on my website WagePirate.com that you’re currently on.
The form on the left shows when you click a button on my homepage and the form on the right shows in the content of each of my articles.
Both of these forms trigger the same Automation in Autonami, even though they are different ConvertBox forms showing on different parts of my website.
Once the data is sent from ConvertBox into Autonami, Autonami handles all the complex stuff like segmenting, adding tags, subscribing users and everything else.
That’s the easiest way I find for me to think about all of this.
ConvertBox is merely just to get the data into Autonami.
Once the data is in Autonami, you set up whatever you want to do from there.
And as I said above, so far there hasn’t been a case where I couldn’t get ConvertBox to get the right data into Autonami.