Integrating EmailOctopus with EO4WP

The EO4WP plugin connects your WordPress site directly to EmailOctopus, with no Zapier or embed code needed. You can use it in three ways: add a subscription form with the Block Editor, send Elementor Pro form submissions to an EmailOctopus list, or add a newsletter checkbox to your WooCommerce checkout.

Before you start

You’ll need:

• A WordPress website (with Elementor Pro or WooCommerce installed if you want to use those options)
• An active EmailOctopus account
• The EO4WP plugin installed and activated
• An EmailOctopus API key

Connect EO4WP to EmailOctopus

You only need to do this once, regardless of which option you choose later.

1. In your WordPress dashboard, go to Settings > EO4WP.
2. Enter your EmailOctopus API key and click Save.
3. Select your default EmailOctopus list. You can pick a different list for individual forms later.
4. If you’re using the Block Editor form, set your GDPR text and choose whether to use the plugin stylesheet.

Now pick the shortcode option that suits you, and you're all set up.

Option 1: Add a form with the Block Editor

EO4WP allows you to create an EmailOctopus subscription form directly in the WordPress Block Editor, without leaving WordPress or copying any embed code.

1. Create or edit a page or post.
2. Click the + button, search for EmailOctopus form and add the block.
3. Select the block, then choose your EmailOctopus list in the block settings.

A preview of the form will appear in the editor.

In the block settings, you can change the form title, description, submit button label, newsletter checkbox and layout (inline or regular). Choose Form fields only to hide the title, description and privacy text if you just want the form itself.

Under Submission, you can also set:

• Thank you text: the message shown after someone subscribes.
• Source: a field value saved for the contact, so you can see which form or page they signed up through.
• Tags: one or more tags added to everyone who submits this form.
• Reporting: whether reporting is turned off, sent together with the subscription, or sent on its own.

For styling, use the plugin’s included stylesheet or let your WordPress theme take over. You can also add CSS classes or custom CSS to an individual form block in the standard block settings.

To test it, publish the page, submit the form with a test email address, then check your list in EmailOctopus for the new contact, source and tags.

Option 2: Connect Elementor Pro forms

This adds EmailOctopus as an action on your Elementor Pro forms, so submissions go straight to your list.

1. Create or edit a page with Elementor, then add a Form widget or edit an existing one.
2. Open Actions After Submit and add EmailOctopus.
3. Open the new EmailOctopus section that appears below the form settings and select your list. The fields for that list load automatically.

4. Match each EmailOctopus field to its Elementor form field. For example, email address, first name, last name and any custom fields. Make sure every field ID in your form is unique.

If your form has a separate newsletter checkbox, give it the field ID "newsletter"  . When someone ticks it, EO4WP adds a newsletter   tag to their contact, so you can tell subscribers apart from people who used the form for something else. You can also enter extra tags in the EmailOctopus action settings, and these are added to every submission.

To test it, submit the form once, then check your list in EmailOctopus for the contact, mapped fields, and tags.

Option 3: Connect WooCommerce

EO4WP adds a newsletter checkbox to your checkout and sends customer and order details to EmailOctopus. It works with both the classic WooCommerce checkout and the Checkout Block.

1. Go to WooCommerce > Settings > Integrations > EmailOctopus.
2. Select the list you want to use for WooCommerce.
3. Choose where the newsletter checkbox appears at checkout. The positions available depend on which checkout your store uses.
4. Enter the text to show next to the checkbox.
5. Click Save changes.

You can also send extra order information with each subscription:

• Product categories: saved as tags, so you can segment by what people bought.
• Coupon: adds a tag when a coupon was used.
• Last order: saves the customer’s last order date in a custom field.
• Language: sends your site’s language, which is handy for multilingual stores and language-specific automations.

By default, the checkbox decides whether a customer is sent to EmailOctopus. If you’d like to send customers who didn’t tick it too (for order-related automations, say), turn on Subscribe everyone. Make sure your use of customer data and email follows the privacy and marketing rules that apply to you.

To test it, place a test order before going live. Check that the checkbox appears where you expect, the customer is added to the right list, and any tags, last order date and language you’ve turned on come through. If you switch from the classic checkout to the Checkout Block later, review these settings and test again.