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Form Integrations

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Justin
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Contents

Overview
Getting There
AWeber
Constant Contact
Highrise
MailChimp
Webhook
Troubleshooting

Overview

Form Integrations allow you to submit list entries into external services automatically. Once you enable Form Integrations, all new entries will be sent to the service you configured. However, pre-existing entries are not retroactively submitted.


Getting There

  • Click Lists in the main menu.

    Screen_Shot_2018-09-05_at_9.38.52_AM.png

  • To the right of each list's name, there's a down arrow button; click that button to open a drop-down menu, then click Integrations.

    Screen_Shot_2018-09-05_at_9.40.08_AM.png


  • To get to the Form Designer from the Campaign Builder, click Edit Form on your Form Widget, then click Edit in Form Designer in the bottom-left.

    Screen_Shot_2018-09-05_at_9.42.57_AM.png

AWeber 

What does it do?

AWeber is an opt-in email marketing service with features that include email newsletters, autoresponders, and analytics reporting. The AWeber integration can be configured to add the entrant’s details to the AWeber list you choose.

Setup Notes
  • AWeber requires that users "opt-in" to receive your newsletter, so you must have a checkbox field on your form for this purpose.

  • AWeber also requires an email address, so you must have an email address field on your form.

Basics
  • Add users as subscribers to an AWeber list - Enables AWeber form integration.

  • Authorize - Click this button to authorize ShortStack to connect with your AWeber account.

  • Deauthorize - Click this button to disconnect your AWeber account from ShortStack.

  • Choose a Check Box - Select a checkbox from your form to be used as an "opt-in" field.

  • AWeber List - The AWeber list ShortStack adds the new entries to.

  • Reload Lists - Reloads your AWeber list.

Form Field Mapping
  • AWeber Field - The name of the field from AWeber.

  • ShortStack Form Field - The name of the field on your ShortStack form.

Constant Contact 



What does it do?

Constant Contact is an email newsletter service that allows its users to manage and send email, surveys, and event marketing to customers. The Constant Contact integration configures the ShortStack form to automatically add an entrant's contact information to the Constant Contact list you choose.

Setup Notes
  • Constant Contact requires that users "opt-in" to receive your newsletter, so you must have a checkbox field on your form for this purpose.

  • Constant Contact also requires an email address, so you must have an email address field on your form.

Basics
  • Subscribe user to a Constant Contact list - Enables Constant Contact form integration.

  • Authorize - Click this button to authorize ShortStack to connect with your Constant Contact account.

  • Deauthorize - Click this button to disconnect your Constant Contact account from ShortStack.

  • Choose a Check Box - Select a checkbox from your form to be used as an "opt-in" field.

  • Constant Contact List - The Constant Contact list ShortStack adds the new entries to.

  • Reload Lists - Reloads your Constant Contact lists.

Form Field Mapping
  • Constant Contact Field - The name of the field from Constant Contact. Note that custom fields will always show up as "Custom field X."

  • ShortStack Form Field - The name of the field on your ShortStack form.

Highrise

What does it do?

Highrise is a CRM system that allows its users to maintain a contact list along with related Tasks and Deals. The Highrise integration configures the ShortStack form to automatically create a new Contact in your Highrise account, and will optionally create an associated Task for the Contact.

Basics
  • Create contact in Highrise - Enables Highrise form integration.

  • Highrise URL - This is your Highrise account’s URL, and can be found in your Highrise account under Account > Upgrades & Billing.

  • Highrise API Token - You can find your API Token by following these steps:

    • Log into Highrise.

    • Select the Account & Settings drop-down menu.

    • Choose My Info.

    • Open the API Token tab.

  • Connect - Uses the given Highrise URL and API Token to retrieve information about your Highrise account. If you’ve updated any custom fields, you will need to click this button again to display the changes from Highrise.

Form Field Mapping
  • Highrise Fields - This table allows you to connect fields from your Highrise contacts to the fields that exist in your ShortStack form. Certain contact fields allow you to specify a location for that information.

  • Tags - ShortStack will automatically tag the new contact when provided with a comma-separated list of tags.

Creating tasks for the new contact
  • Create a new task for the contact - This checkbox enables automatic task creation.

  • Create Task from field - You may specify a field on your ShortStack form to automatically set the body of the task’s text. If None is chosen, you will be able to enter your own custom text.

  • Task Type - Select the Highrise Task Type that will be created.

  • Due Date - Select the timeframe for this task.

  • Task Owner - This will assign the task to a specific person in your Highrise account.

  • Task is public - Sets the privacy level of the new task.

MailChimp

What does it do?

MailChimp is a newsletter marketing service that allows its users to design, send, and track email newsletter campaigns. The MailChimp integration can be configured to add the entrant's details to the MailChimp list you choose.

Setup Notes
  • MailChimp requires that users "opt-in" to receive your newsletter, so you must have a checkbox field on your form for this purpose.

  • MailChimp also requires an email address, so you must have an email address field on your form.

Basics
  • Subscribe user to a MailChimp list - Enables MailChimp form integration.

  • Choose a Check Box - Select a checkbox from your form to use as the "opt-in" field.

  • Send this Notice to new Subscribers - These notices are configured in your MailChimp account.

  • MailChimp API Key - The API Key can be found by clicking Get API Key, or inside your MailChimp account under Account > Extras > API Keys.

  • Get Lists - Retrieves the newsletter lists from your MailChimp account.

  • MailChimp List - ShortStack will add the user to this MailChimp list.

Form Field Mapping
  • Email Address - The name of the "merge field" from your MailChimp list. These fields can be changed from your MailChimp list's settings.

  • Customer Ad Tracking Field - The name of the field on your ShortStack form.

  • Miscellaneous Notes

  • Subscriber Name

Webhooks

We suggest using a program called Zapier to set up webhooks for third-party apps for which we don't have native integrations.

You can read all about how to set up webhooks in this doc.

Troubleshooting

Most integration errors are caused by one or more of the following issues:

  • The external service's fields have changed. 

  • The external service contains a required field that the ShortStack form isn't collecting. 

  • The account information (API Token, Highrise URL, etc.) has changed and needs to be updated. 

  • The external service is currently inaccessible.

When ShortStack has trouble sending an entry to an integrated service, the error will be noted within the affected entry in your ShortStack form database.

To identify errors:

  1. Select Lists from the main menu. 

  2. Click the name of the list to view its entries.

  3. Any entries that experienced integration errors will display a yellow warning icon. Click the icon for details on the error.

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