This post is about integrating Divi and Keap.
Divi is a theme for WordPress websites.
Keap (formerly known as Infusionsoft) is a CRM and marketing automation platform (obvi).
The ability to easily capture leads on your website and reliably add them to your database is paramount; and for Divi users I recently discovered that there is a way to do this without needing any third party tools.
(Update: Apparently I’m a liiiiiittle late to the game and this feature has been available since Sept 2017. Oops.)
First, you select the “Email Optin” Module:
You’ll set up the settings for that module, like the opt-in description, the call-to-action button, and design the look and feel.
If this is your first time using this feature you’ll want to connect it to your Keap Account(s).
Then you choose Keap (or Infusionsoft) from the list of 20 different email service providers, and select which tag you’d like it to apply to contacts who submit this form (the tag is important because it’s how you’ll segment these contacts, or trigger automation).
That’s pretty much it.
Once you’ve got it connected to your Keap account you can drop these opt-in forms all over your web site.
Check it out:
It’s worth noting that this opt-in doesn’t have much flexibility in terms of what information you collect. Your options are First Name, Last Name, and Email address.
But for simple lead capture this will work just fine.
Edit: So, apparently you can add custom fields to your opt-in forms this way. For some reason this feature appears to only be available using the visual editor; so I didn’t notice it at first.
Big thanks to Ben for bringing this to my attention in the comments below!
Direct connections like this are important because it reduces your/my/our dependency on integrations.
Integrations are inevitable, but the more you have the complicated it can be to keep them all current; and the more risk you have that things will break when one of them updates and suddenly doesn’t play so nicely with the others.
Not only does it make it easier to maintain, but it also simplifies troubleshooting as well.
I know there are an infinite number of themes out there to choose from, but if you (or your clients) use Divi, I wanted to make sure you knew about the methods for integrating Divi and Keap.
I was playing with this recently and I found that it’s great for NEW contacts. You can even add custom fields to the opt in. However, if you have an existing contact then it will not update that record in Infusionsoft.
Thanks for the heads up Ben – in my tests it DID update the existing record with the same email address. But that’s still good to know, I’ll keep an eye on it for sure!
Sorry, to be clear. I found it will update the contact with a tag but custom fields won’t be added or changed on an existing record.
WOW. Okay, so apparently you CAN add custom fields. But they only seem to be available if you’re using the Visual Editor. Interesting! I stand corrected. Thanks Ben!
Oh yeah! I should have mentioned that. The documentation says you can use custom fields but doesn’t mention that you can ONLY do it through the visual editor. I thought I was losing my mind!
Hey Greg – The “+ Custom Fields” button or option is not showing for me in the visual editor, though my tags are loading so I’m confident I’m connected. I searched Divi documentation and couldn’t find anything helpful. Any insights from your experience?
Hi Scott, thanks for the comment. Honestly, I’ve never been able to get the visual editor to work reliably for me – in fact I just tried to do a test and it wouldn’t load at all. i know Divi has had some updates since this was originally published, so it’s possible something has changed. I’d try tossing your question in their Facebook group and see if someone there has solved this: https://www.facebook.com/groups/DiviThemeUsers/
Sorry I’m not more help on this one!
ohhhhhhhhhhhhhh… no need for special Bloom tag then. Hm… ok! Thanks greg!
Pretty cool, right?!
Thanks for pointing this feature out Gregory – I love this! and happen to have a Divi site too. I noticed it’s triggered by tags and not IS web forms. I think if I went this way, I would need to tweak my campaigns to add an entry tag (that is removed) then a history tag, so that the same contact can opt-in again should they choose to later. Does this inbuilt Divi email opt-in function work for pop-ups and exit opt-ins too? I’m currently using a combo of Formlift and Popup Maker plug-ins, which works great, but comes at an ongoing cost.
Yeah, I don’t know about pop-ups or exit-intent opt-ins. Sorry! You are correct though, you’d want to create a Tag Applied Goal entry point for any campaigns you want to add people to (and I like the idea about removing the trigger tag so people can sign up more than once if they need to). Thanks for reading!
Thanks for this, Greg and for everyone’s comments. Thanks Ben for pointing out two of the quirky personality traits of this opt-in method when used with IFS including:
– Some features of this Divi Opt-in module are only available when you edit Divi in Visual Editor Mode
– Tags will be updated using the Divi Opt-In module – but any custom fields *won’t* be updated
Two questions:
1. How do you-all *remember* all these quirky work-arounds and app/intergration personality issues? Do you keep a log somewhere? I use my brain for other things so it’s not available to remember these kinds of things.
2. Can any of you give me a quick Pros-and-Cons of this method versus Bloom? Like, do you get a more visually appealing opt-in with Bloom; is it just easier to maintain your opt-ins with IFS?
Thanks!!
Am I doing something wrong? Every time I create a new form, I have to re-connect the app using the API.
Debbi – are you using the APP on 2 different sites? If so, you can only use it on ONE site.
Let me know if you’ve sorted it out.
Phillis Benson
So, I took so long to respond because I went down a crazy rabbit-hole on this site, and just found out that it was related to adding Infusionsoft to Divi.
The main page on the site used several Accordion Modules. It was just about done and ready to launch when, out of the blue, the Accordion Modules would not open for editing. They were fine on the user side, but would not open in either the visual or regular Divi Builder.
I reached out to Elegant Themes support (which is an exercise in frustration because there is about a 20-hour delay between each communication). After a week and a half of going back and forth, a top-tier tech finally discovered that the issue was that I used an apostrophe to name the first of my Infusionsoft lists.
As per my previous comment above, I had to re-add the list for each form I wanted to create, and ended up with four copies of the same tags. I knew that the apostrophe was a problem because it was appended with a slash, but I could not find a way to delete that list. I eventually scrapped the idea of using the Opt-in module and moved on with FormLift (which works great).
When the Accordion issue started happening, the Opt-in Form issue was so far in my rearview mirror, it didn’t occur to me that it was related. But it seems that both the Opt-in Form module as well as the Accordion module problems were related to the apostrophe.
At my request, the ET tech deleted the Infusionsoft lists last night, and all is well this morning. Thank God!
So, I came here to tell you to warn your readers NOT to use an apostrophe when naming their Infusionsoft lists in Divi. It causes a lot of problems!
Wow! What a headache. Well, thanks VERY much for your efforts in sorting this out and taking the time to circle back!
Any instructions about getting the App and API all set up from the Infusionsoft side?
Deleted my other response – I originally thought this comment was on a different post, sorry about that. I think the process for connecting Divi to Infusionsoft is as simple as adding your API Key. There is some more detail in this article but it doesn’t cover Infusionsoft specifically. If you need further help I’ll be happy to connect you with someone! Let me know.