This article covers how to set up a WordPress Goal in the Keap™ automation builder to trigger a campaign sequence when a contact submits a WordPress opt-in form, including how to connect the goal to the correct opt-in form and how to link the goal to a sequence. This article does not cover how to install the WordPress plugin, connect WordPress to Keap, or build a WordPress opt-in form. Complete the following prerequisites before configuring the WordPress Goal:

• Install the WordPress opt-in form plugin on your website — see how to set up the WordPress plugin on your website.

• Connect the WordPress plugin to your Keap account — see how to connect Keap to your WordPress website.

• Build the WordPress opt-in form that will trigger the goal — see how to create a WordPress opt-in form in Keap.

Why WordPress Goals Connect Your Website Forms to Your Keap Automations

A WordPress opt-in form on your website captures visitor information — but without a connection to Keap, that information sits in isolation. The WordPress Goal in the Keap automation builder bridges the gap by triggering a campaign sequence automatically the moment a visitor submits the WordPress opt-in form. This means new leads captured on the website are immediately enrolled in the appropriate follow-up automation in Keap — without any manual intervention. A sequence is the scheduled series of communications and processes that runs automatically after the WordPress Goal is triggered.

How to Set Up a WordPress Goal in the Keap Automation Builder

Follow these steps to add and configure a WordPress Goal in the Keap automation builder after completing the prerequisites listed above.

1. Drag the WordPress Goal block from the goals panel onto the campaign canvas in the Keap automation builder.

2. Double-click the WordPress Goal block on the canvas to open the goal configuration settings.

3. Select the WordPress opt-in form that will satisfy this goal from the dropdown list in the goal configuration settings. The dropdown displays all WordPress opt-in forms connected to the Keap account. If the list is long, begin typing the name of the desired form in the search field to filter the list to the matching form.

4. Select Save to apply the opt-in form selection to the WordPress Goal.

5. Connect the WordPress Goal to a sequence on the campaign canvas. The sequence defines the automated communications and processes that will run when a contact submits the selected WordPress opt-in form and satisfies the goal. The WordPress Goal will not trigger any automation until it is connected to a fully configured and published sequence.

Frequently Asked Questions

What does this article cover?

This article covers how to set up a WordPress Goal in the Keap automation builder to trigger a campaign sequence when a contact submits a WordPress opt-in form. This article does not cover how to install the WordPress plugin, connect WordPress to Keap, or build a WordPress opt-in form. For those steps, see how to set up the WordPress plugin on your website, how to connect Keap to your WordPress website, and how to create a WordPress opt-in form in Keap.

Do I need to set up the WordPress plugin and opt-in form before configuring the WordPress Goal?

Yes. The WordPress plugin must be installed on the website and connected to the Keap account, and the WordPress opt-in form must be created and published before the WordPress Goal can be configured. The WordPress Goal dropdown list only displays opt-in forms that are already connected to the Keap account. Complete all three prerequisites before adding the WordPress Goal to the campaign canvas.

Does the WordPress Goal trigger automation without a connected sequence?

No. The WordPress Goal must be connected to a fully configured and published sequence before it will trigger any automation. When a contact submits the WordPress opt-in form and satisfies the goal, Keap looks for the connected sequence to run. If no sequence is connected or the sequence is not published, no automation will run when the form is submitted.

Can I connect more than one WordPress opt-in form to the same WordPress Goal?

Only one WordPress opt-in form can be selected per WordPress Goal. To trigger the same sequence from multiple opt-in forms, add a separate WordPress Goal for each form and connect each goal to the same sequence on the campaign canvas.