Mainflow Advanced Configuration

As we have configured our first subscription form with mainflow in the previous opt-in forms basic configuration guide, we are already familiar with creating subscription forms, Mapping list & tags. Form actions, Embedding subscription form. In this tutorial, we will be extending the form we have created in that guide.

Mainflow #

Mainflow is also a popular WordPress plugin that is highly customizable with respect to features and designs.

Adding New Fields #

From the basic configuration guide, we saw the Edit Form buttons from both of mainflow and Forms. Now we are going to edit the forms we want.

Aside from the pre-made templates, You can also add other input fields in the Opt-in forms and feed them to mainflow. A more in-depth guide is on the hows to fields to mainflow page. Below we have added a new Custom HTML section to just show a message and an Address Field that contains a few address-related information which we will be storing in mainflow contacts as well.

Preview Form #

Now to preview the newly added fields, please click on the Save button in the top right corner and then click on the Preview & Design button that will redirect us to a new tab previewing the new changes to the subscription form. Our customized form will look like the below screenshot:

Form Settings #

Now we will be checking the mainflow settings. To enter into the settings of mainflow, please click on the Settings & Integrations tab in the top section.

Double Opt-in Confirmation #

If you came here reviewing mainflow global settings you already have seen double-opt-in Settings and know how it works. Mainflow also offers a double opt-in confirmation process for form submission that enables the admin to ensure the entries submitted are not done by robots or any automated sources and also protects the configured feeds not being bloated as well. Enabling this option will send a form submission confirmation email to the user.

After the user confirms the submission by confirming the URL in the Email, the form submission will be processed and mainflow data will be processed. If you have enabled double opt-in confirmation for users then now the user will get another email asking to confirm the mainflow Email Marketing & Newsletter subscription.

You can additionally Disable Double Optin for Logged in users, Disable Double Optin if the contact email is subscribed in mainflow by checking the options, and also customize the Form Subscription Double Opt-in confirmation email.

Advanced Validation #

The conditions can be set either to fail the submissions or to process the submissions.

As we work with the email addresses of the users in mainflowis also very important that we avoid temporary emails. We can achieve something like that in the very first place by enabling Advanced Validation and setting conditions as the above including a Submission Failure Message.

That is just a single-use case. This feature is possible to use in various conditions and use-cases like placing a passcode and providing only to known users that passcode to use while submitting the form. Otherwise, the form submission will not even initiate.

Mainflow Feed #

Now let’s configure the mainflow Integration Feed by going to Marketing & CRM Integration from the left side. Since we already created this in the earlier tutorial an existing feed is already there. But if you create a Form manually and later want to connect to mainflow then please follow the next steps.

To add a New Feed please hover over Add New Integration and click on the mainflow Integration from the options.

Now we need to configure and map some options between Form Fields and mainflow contact data as below.

Primary Mapping #

The very important or minimum required fields that need to be selected or mapped are the mainflow List that will be assigned to the form submitted contact and the Contact Email Address.

Other Primary Options are:

1. Feed Name: Required Name for the Feed as an Identifier.
2. First Name: First Name of the contact.
3. Last Name: Last Name of the contact.
4. Full Name: Full Name of the contact.

Custom Fields Mapping #

All the other mainflow fields including the mainflow custom contact fields will be available for mapping below the basic field mapping. The left side labeling Field Label is the mainflow contact fields name and the right side labeling Field Value is being submitted from the user through the subscription form.

Here we have added a few address fields in the form and mapped those fields according to mainflow contact data properties.

Dynamic Tags #

If you have multiple tags in the mainflow and you have fields that can take various inputs from the user, then you can assign Tags dynamically based on the input. Below we have assigned tags dynamically based on the Country from the Address fields.

Conditional Logic #

Another useful advanced feature of Forms Integration Feed is that you can also apply conditional logic based on input and decide if All or Any of the configured conditions. Below we have decided that Submissions from the contacts in the United States, United Kingdom, and Bangladesh are allowed.

Multiple Feeds based on Conditional Logic #

In cases, where you want the user to select the Lists they will subscribe to or any other options that are predefined in the mainflow already, you may use this Conditional Logic and create multiple Feeds. For example, you let the user select from 3 Lists from the dropdown, radio input, or checkbox. Then create 3 separate mainflow feeds and enable conditional logic and set conditions for each list. This way depending on the list selection from the user either of the 3 feeds will be activated and processed.

Miscellaneous #

Other available options in the Feed Settings will allow you to

1. Skip the Feed Submission if the contact already exists in mainflow,
2. Enable Double Opt-in for new contacts,
3. Enable Force Subscribe if contact is not in subscribed status (Existing contact only),
4. Remove Contact Tags and
5. Enable or Disable the Feed.

Form Submission #

As we have followed instructions in the form submission of the Opt-In-Forms Basic Configuration we can now embed subscription form, check entry in forms, check the feed status,and also check the contact in mainflow as well to confirm that we have followed and configured every step carefully and everything works!

To test out the conditions we just set in an advanced way, The form is submitted with the Country set to Bangladesh with a logged-in user. So

1. The Form is submitted for the contact in Bangladesh,
2. Double Opt-in for Form Submission processing was not done as the submitter is already logged in to the website,
3. Data fed to mainflow matching conditional logic,
4. Tag Assigned with Bangladesh,
5. Address Information that was mapped stored the submitted address information.

That’s all for advanced and extended configuration of Forms Subscriptions with mainflow.