Kit (ConvertKit) Integration

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

This tutorial will guide you through using and configuring the Kit integration in Convert Forms.

Setting Up Kit Task

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

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

Create Connection

A connection is essential to connect to a 3rd-party service, such as Kit. Let's see how to create a new connection that will allow us to connect to Kit.

On the next step, click SIGN IN to create our Kit connection.

To create our connection with Kit, Click ADD CONNECTION to get started.

Get your Kit API Key

Before connecting to Kit, you need to grab your API Key by following the steps listed below:

Log into your Kit Account, click on your account name on the top right of the page, and click "Settings".

Next, click on the "Developers" tab on the left-hand sidebar.

To create your API Key, click on "Add a new key".

On the modal that appears, type a name for your API Key and click on "Create API Key".

Your API Key is now available. Click on "Copy" to copy it to your clipboard and use it in the next steps. We suggest you store it somewhere safe as you won't be able to view it again.

Now that we have obtained our Kit API Key, we can continue setting up the connection with Kit. Enter a connection name and paste your Kit API Key in the fields Connection Name, Kit API Key, respectively. Then click ADD CONNECTION.

The connection has been added, and you can close the connections window.

If you see the "Connection added" message, your connection with Kit has been established, and you can continue with the next step. If you see any error message, please review your API Key.

Select the newly created connection from the list and click CONTINUE.

Ensure that your newly created Kit connection is selected in the dropdown.

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 Kit. 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:

Email Address

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

First Name

Select the first name of the submitter.

Custom Fields

Kit provides custom fields that helps you store additional information alongside the contact details, such as their age, contact information, and more!

Tags

Kit allows you to assign specific tags to your subscribers.

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 Kit 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 Kit, 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 Kit!