Connect Your Email Opt-in Form to Your CRM

[00:00:00] In this video, we'll go over how to connect your opt-in form on your website to your CRM.

[00:00:06] So on this demo site, I'm going to show you how to connect your opt-in form to your Profit Platform CRM. And so I have this site that I built and down here is the opt-in form.

[00:00:18] So this is a PushButton AI site. and this is where people are going to be opting in and getting onto my list. And so first thing I need to do is log into the site as an admin. So I'm going to go over to the wp-admin to log in, and go ahead and do that. Once I'm logged in, then what I actually need to do now is go back to the site.

[00:00:39] So here I am on site and now what I'm going to do is to use Beaver Builder to edit the page. So I can just click here to edit the page. And now you can see the edit boxes appearing around the page elements. And I'm going to scroll down to the opt-in form. And here on the opt-in form, if I just click it or I click this wrench here to get to the settings, I can do either one, and the settings will load. And normally you will be on the general tab, which is where you need to be. If it's not on that tab, go ahead and click there to get to it. And then what you're going to do now is change this service setting right here. So to do that, click on this drop down. And then scroll down to where it says “Profit Platform CRM.” it's important to use this one.

[00:01:27] And then go ahead and click on that. And now under account, go ahead and click that. When you click this drop down button right here, you are only going to see “Choose” or “Add Account.” So I've already added this account before, but I'm going to go ahead and do it again. And so what we're going to do is click “Add Account.” Now the account name can be anything. This is just a reference name, it doesn't matter what you put here. So you can just put it in. What I normally have done is just put in the website name. So Kitty Care Academy. I'm going to go ahead and put a two there because I already did it once. And then what you need is the API key. So, where you get the API key is over on your Profit Platform account.

[00:02:08] So when you go over to the Profit Platform, then you go over to Profit Platform CRM in order to get the key that you're going to need. Now on your account, you may just see one existing key, depending on how many sites you have set up and requested to be set up in the CRM. And so, in this case, the one that I'm looking for is the kittycareacademy.com key. And I'm going to go ahead and just select that, and then copy it, and go back over to the page to paste this in. Now, you do need to request that your CRM gets set up before you will see any existing keys here. So if what you see instead is basically this top part of the page with your domain listed, then you'll need to go ahead and request to have your CRM added for this site.

[00:02:57] But once it is added and you see that existing key, then you can come back over to the site here and paste in the key. And this is an important piece here also. So normally you will want to set a “tag” that you want to have for each new contact that comes into your CRM. And this tag will be used to kick off an automated sequence of emails that you'll be sending out to your subscriber as soon as they sign up. And whatever tag name that you put in here, it will automatically get created in your CRM for you once this connection is made.

[00:03:31] So I recommend you use something like “new lead”. So I've typed “new_lead” as my tag, and then I'm going to go ahead and click connect and it is now connected.

[00:03:45] Now the last piece that I need to do is click “Save” to save the settings on the form and then over here, click “Done” and then “Publish” to save the changes. And now I can test this by simply putting in a first name, last name and email address that I want to test this with. So I'm going to go ahead and put in my name and an email address to add to the list. And I'm going to use a different email address than my normal one, and then click the sign up today button.

[00:04:20] And then you'll see that it's going to go ahead and display a message saying that it's going to send a guide that is for this site. In approximately seven minutes. Now you do have to set up that automation that'll be covered in another video on how to set up automations. And then once they've seen that message, it will go ahead and transfer them over to the sales page. And that's just how these particular PushButton AI sites work. There are a couple of different ones, but that is how you would do that.

[00:04:52] And then you can go over to your CRM, you'll have to log in there first, but you can come over to your CRM and then go to the contacts tab and you'll see that there is a contact here that is the one that I entered, and that it is tagged with “new_lead,” which is exactly what we want.

[00:05:12] That completes this video on how to configure your opt-in form to connect to your CRM.

[00:00:00] In this video, we're going to cover how to connect your opt-in form to your CRM for sites with a saved opt-in form module.

[00:00:08] And just to give a little explanation about what that means, these sites typically have multiple opt in pages that use a single form that they share between the opt in pages so that the opt in form does not have to be repeated on every single page, and then you would have to configure it on each of the opt in pages. So, at the time of the recording of this video, the only sites that we currently have in the Profit Platform library which do that are the PushButton AI lead capture sites. There may be other types of sites that are added in the future where this is also possible, and then you could follow the instructions in this video to accomplish the same goal.

[00:00:49] So let me show you what I mean. If we go over to this site here, this is what I was referring to as a “PushButton AI lead capture” site. And so on this site, when you scroll down to the bottom of the homepage, you're going to find a number of links. Each one of these links, there's actually 10 of them, will link to a different squeeze page. And on each one of these squeeze pages, they're going to have buttons, which when you click them, bring up the opt in form. So let me show you how that works. So there are usually at least two buttons on each page that will bring up the opt in form. Then here's how that looks when I click this, get started button, here's the opt in form. So this is what I mean by a saved opt in module, which is shared across multiple pages and, and can be brought up through clicking various buttons on each of the squeeze pages.

[00:01:40] Okay, so let me show you now how you can edit this shared component. From any page on your site, just click on Beaver Builder. So you can do this from the homepage or any of the opt in pages. It doesn't matter which page you're on to do this, because you're not actually going to edit the page at all. What you're going to do is come over here to this plus button and then go to “Saved.” And once you're here, find the entry that says “Subscription form with wait timer.” This is actually the opt in form. And we're going to click on this little wrench icon right here. That is going to open up the form in an edit mode. Now, you'll notice that this is not what the form looks like when it pops up, but that's okay. This is the correct form. And, once this orange box with the wrench appears around this form, then all you need to do is click inside of it. And that will bring up the settings.

[00:02:34] Now, by default, it's set to “Email Address” and that is not what you want. So in order to connect it to your Profit Platform CRM, what you want to do is click this dropdown box. And then scroll down to where it says “Profit Platform CRM” and select that. Now you'll need to put an account name. So for this site, which is IguanaCare101, I'm just going to put “IguanaCare PP CRM” as just a short name. This name is only for my use. It's not actually anything that has to be set to anything specific. This is just for my own reference. And now where it says “API key” here, this is where I need to go over to my Profit Platform CRM page on my Profit Platform account. And then scroll down to the key for iguanacare101.com. And of course, if you don't see a key for the domain that you're setting up, that means your CRM has not been set up for that, and you would need to select the domain that you would like that added to and click the submit button. And that will take a couple of business days for that to be set up for you. But since this one is already set up, then all I need to do is select this key and then copy it. And then I'm going to go back to the editor here and I'm going to paste that key right here. And now we have the tags option, and as it was explained in the previous video, you can set up a tag that will be used to trigger a workflow in your CRM. And so in this case, I'm going to go ahead and use the tag “new_lead”. And once I've typed that tag in that I'm going to be using over in the CRM to kick off the automation sequence, then I simply need to click this “Connect” button to connect it to my CRM. And since there was no error message displayed, then it is connected. And now what I need to do is click Save to save this shared component, and then of course, click Done and then Publish so that it is published for use on all of the pages. Now what will happen is you'll be transferred back to this page and in order to make sure that it's saved for the entire site, just go ahead and click Done and then Publish again, and you should be finished.

[00:05:05] So once you've done this, you can actually test this by simply clicking on this “Get Started” button, entering your first name, last name, and an email address, I would recommend using an email address that is not the same as the one that you signed up for your Profit Platform account with, a test email address is best to use, and then click the “Sign Up Today” button.

[00:05:24] And once you do that, you can go over to your CRM and check that this name and email address shows up in your contact list. So here's an example. You can see that I tested it and I can see that the contact was added, and so was the tag.

[00:05:37] So that's how you can edit the opt in module for this type of a site.