Moosend

This guide explains how to connect the Everest Forms plugin with Moosend to sync form submissions and generate email lists. This integration of Moosend with Everest Forms is perfect for building newsletters, lead-generation forms, or event registrations.

Prerequisites:

• A WordPress website with admin access
• Everest Forms Pro (Moosend integration is only available in the Pro version)
• A Moosend account (Sign up here if needed)

When users submit a specific form, their details (like email, name, phone number, etc.) are automatically added to your Moosend email list. Once you have the contact list, you can trigger email marketing automation.

Step 1: Install Everest Forms Pro #

1. Download the plugin:

• Purchase the plugin via everestforms.net.
• Download the Everest Forms Pro .zip file from your WPEverest account.

2. Activate Everest Form Pro

• In your WordPress Dashboard, navigate to Plugins > Add New > Upload.
• Select the downloaded .zip file, click Install Now, then Activate.

3. Install Free Version:

• If not installed, you’ll be notified to install Everest Forms Free. Click to install and activate.

4. Activate the Everest Forms Pro

Enter your license key to use premium features (The license key is available in your WPEverest account dashboard).

Step 2: Activate the Moosend Addon #

1. Navigate to Everest Forms > Addons.
2. Search for Moosend and toggle to enable the addon.

Step 3: Connect Everest Forms with Moosend #

Generating Moosend API Key #

1. Login into your Moosend Dashboard
2. Under More > Settings >API key, find the API key and copy it

Also, create an email list on Moosend before proceeding to the Everest Forms dashboard. This email list is where you’ll send the contact form data.

Add the Moosend API key to Everest Forms #

1. Navigate to Everest Forms > Settings > Integration
2. Click on the settings icon next to Moosend

3. Paste your Moosend API Key, add a nickname, and click Connect to Moosend

Step 4: Create a Form and Configure Moosend #

Create a Form #

Go to Everest Forms > Add New and build your form by adding the necessary form fields. (You can also use the existing form)

• Open the Integration tab and click on Add New Connection
• Give a name to the connection and hit OK

Configure Moosend Settings #

Select Account: Confirm the Moosend account you’re connecting to; you can choose from the nickname that you created earlier.

Select List: Choose the Moosend list where form submissions will be sent.

List Fields: Map the list field between Moosend and your form fields.

• List Fields are the predefined fields from your Moosend list.
• Available Form Fields are the fields added to your Everest Forms form.

You can also create a custom field in Moosend first and then map the field in Everest Forms.

Use Conditional Logic (Optional) #

You can enable conditional logic to send data to Moosend only if specific conditions are met.

• Check the box to use the conditional logic
• Define the rules like: Send data only if the Name is Frank

Save the form to apply the changes.

Step 5: Test Moosend Integration #

To test, add the form to a page or post using the form’s shortcode and publish it.

Open the page or post in incognito mode and submit the test entry.

Check on Moosend #

• Go to your Moosend dashboard > Audience > Email list. Click to open the connected list.
• Ensure the test submission appears here.

You’re all set! Start capturing leads and growing your email list seamlessly.