Integrate AcyMailing with Convert Forms

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

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

TABLE OF CONTENTS

• Requirements
• Setting Up AcyMailing Task
  • Select App
  • Setup Action
  • Add Conditional Logic
  • Activate Task
• Setting Up AcyMailing Campaign (Deprecated)
• Frequently Asked Questions

Requirements

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

• The "Convert Forms - Apps - AcyMailing" plugin is enabled.
• Your form includes an Email field.

Setting Up AcyMailing Task

To set up the AcyMailing task and sync your submissions to AcyMailing, 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 AcyMailing task.

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

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 AcyMailing. 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 which all subscribers will be saved in your AcyMailing account. A complete list of all your AcyMailing lists will be available, and choose from any form field, or Smart Tag.

Double opt-in

Set whether the visitors who submit the form must confirm their registration via an email that will be sent to them. Once they receive the email, they will need to click on a link to confirm their subscription.

Email Address

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

Custom Fields

AcyMailing provides Custom Fields, which allows you to store additional information when a subscriber is saved on AcyMailing, such as their name, age, company info, and more!

All AcyMailing custom fields will appear after the Email Address field and you'll be able to fill them in as you desire.

To create new custom field, you can go to components > AcyMailing > Custom fields.

Step 1: Click on the Create button.

Step 2: Enter the custom field name name and select its' type.

That's it! Your custom field can now be used in your AcyMailing task.

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 AcyMailing 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 AcyMailing, 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 AcyMailing!

Setting Up AcyMailing Campaign (Deprecated)

This method uses the soon-to-be deprecated Convert Forms Campaigns, which requires you to create an AcyMailing campaign, configure it and assign it to your form. We suggest you use the new tasks way of integrating AcyMailing with Convert Forms by clicking here.

To get started follow the steps below:

• Navigate to Components > Convert Forms > Addons
• Click the Cog button for the AcyMailing Addon. A popup will appear where you can enable the addon.

• Click on the Status and select Enabled.
• Now you can click on Save & Close button to save the enabled addon.

2. Campaign Setup

To setup a Campaign with AcyMailing, follow the steps below.

• Navigate to Components > Convert Forms > Campaigns
• Create a new Campaign by clicking New
• Type a name for your Campaign. This name can not be seen by anyone else but you.
• For the Sync Leads > Choose Service selectbox choose AcyMailing. If you can not find the AcyMailing option then you do not have the AcyMailing Addon installed and activated. In that case, please go back to the top of the article and see how to install the mandatory addon.
• Save the Campaign for the special AcyMailing fields to show up.

AcyMailing List ID

Once you click inside the field, as shown in the screenshot below, you'll be present with a selectbox containing all of your AcyMailing Lists. You need to choose at least one for the campaign to be correctly setup.

AcyMailing Double Optin

As its name suggests, click Yes if you want your Lead to receive an email requiring a confirmation of his submission after he has submitted your Convert Form. Otherwise, click No and no such email will be sent.

Finally, click Save & Close

3. Email Field

For a Convert Form to successfully store an email address to your AcyMailing account it needs to have an email field. This field is already set up at the time of creating the form and you don't have to change its input value as it is already configured for you.

4. AcyMailing Custom Fields

AcyMailing offers custom fields to collect more types of data for each of your contacts. We can also use these custom fields in a Convert Form for a more efficient data gathering and by extension, a more efficient campaign. Let's see how.

First you need to navigate to your AcyMailing Dashboard, click "Users" in the dropdown menu and click "Custom Fields" to manage your custom fields. Take a look at the screenshot below for the Custom Fields we have created as an example.

With the custom fields you have configured in AcyMailing, you can now proceed and use the same ones in your Convert Form. For example, we used our Name and Address custom fields in our Convert Form in the screenshow below.

5. Assign form to Campaign

Of course don't forget to assign the form to our newly created Campaign! See the screenshot below to understand where to assign it.

Questions related to the campaigns method

How to add a user to AcyMailing conditionally (Campaigns only)

// Proceed only if the checkbox "agree" is checked
if (!$submission->params['agree']) {
    return;
}

// Set the email of the user
$email = $submission->params['email'];

// Set the AcyMailing list IDs comma separated
$acymailing_list_ids = [1, 2];

// If you want the user to confirm their account via a confirmation email, set this to true. Otherwise, set it to false.
$doubleOptin = true;

// Do not edit below
require_once JPATH_ADMINISTRATOR . '/components/com_convertforms/ConvertForms/Helpers/AcyMailing.php';
\ConvertForms\Helpers\AcyMailing::subscribe($email, $submission->params, $acymailing_list_ids, $doubleOptin);

Frequently Asked Questions

AcyMailing shows that Convert Forms Plugin needs an update

Convert Forms integrates out of the box with a plethora of plugins, the only plugin that needs to be updated is the main component which in return updates all the integrated plugins, including AcyMailing. If AcyMailing shows that the Convert Forms AcyMailing Integration plugin needs an update, then you don't have to do anything as this is coming from AcyMailing thinking that the integration requires an update. You simply ignore this and you are good to go.