How to integrate ConvertFlow with WordPress

WordPress is the most popular website CMS, so integrating ConvertFlow with WordPress is often a must. 

And adding ConvertFlow to WordPress is easy! Just head to the plugins area of your WordPress site, search for "AddFunc Head & Footer Code", install the plugin, and activate it.

Then, head to Settings > Head & Footer Code to add your script. With your ConvertFlow script copied, paste it in the "Head code" field. Then click "Save". And you're done!

If you use WordPress, being able to target by your existing pages, posts and categories is a must.

That's why we've built a way for ConvertFlow to know which pages, posts and categories you've created in your WordPress site, no WordPress plugin required.

How to integrate your WordPress user account

Head to your ConvertFlow website's integrations page, scroll to WordPress and click "Connect".

You'll then be presented with the data needed for ConvertFlow to be able to access your WordPress site's API.

Enter your WordPress site domain name, including http://or https://. The full URL is required for ConvertFlow to be able to determine whether to establish a secure connection with your site or not.

If your domain has a subdomain, like "www" or "members", make sure to include this too. The easiest way to do this is to copy the base URL directly from your browser while on your site and paste it into ConvertFlow.

Make sure your username and password are entered correctly. If they are entered incorrectly, you'll receive an email shortly after notifying you that your integration needs to be reset.

Important Note: If you use WordPress 3.4 or lower, or have an extra security layer provided by your host, then WordPress's XMLRPC feature may need to be enabled for the user account connection to work. This is essentially an API for WordPress, similar to your email marketing software's API. It is enabled by default on WordPress 3.5 and up. However, certain website hosts and security plugins may implement security features that disables WordPress API by default, or requires whitelisting IP addresses to enable connections. If your WordPress account isn't connecting to ConvertFlow, and you've double checked your login info, it could be that WordPress XMLRPC needs to be enabled by your security plugin or host (can be done over hosting company's support chat). Otherwise any requests by ConvertFlow are blocked before it can authenticate with the login information. 

Learn more about how disabling WordPress API limits your ability to integrate with apps.

How to generate a password just for ConvertFlow

For newer WordPress sites, you can install the " Application Passwords" WordPress plugin, which lets you generate and manage extra passwords associated with your WordPress user account, that you can easily delete if needed.

These generated passwords are also separate of your user account's primary password, so in case you change your password, ConvertFlow's connection to your WordPress site will stay active.

After activating the Application Passwords plugin, head to your WordPress admin area, and go to your user account. Scroll to "Application Passwords".

Add a new password called "ConvertFlow".

You'll then be given the password. Copy this and paste it into the WordPress password field in ConvertFlow.

Click "Add Integration +" and ConvertFlow will start storing the names and IDs of your posts, pages and categories.

At any given time, you can revoke ConvertFlow's access to your WordPress site by clicking "Revoke" in your user account's application passwords.

How to target your CTAs by post, page, category and log in status

With your WordPress site connected, all of your posts, pages and categories are known by ConvertFlow, unlocking new targeting options for you to use in your campaigns.

WordPress targeting options include...

  • If visiting WordPress page
  • If NOT visiting WordPress page
  • If visiting Wordpress post
  • If NOT visiting WordPress post
  • If visiting WordPress category
  • If NOT visiting WordPress category
  • If person is logged into WordPress
  • If person is NOT logged into WordPress

When you a select your targeting condition type, you'll then find that you can choose from your posts, pages, and categories from a simple dropdown.

Installing area snippets on your WordPress site

ConvertFlow's "areas" let you target embedded CTAs to predefined areas on your website, using the targeting system.

Installing areas on a WordPress plugin can be made easier by using the widgets under Appearance > Widgets. Using the custom HTML widget, you can easily add the area snippet to your website to any widget your WordPress theme enables.

There is also a simple plugin that makes it easy to add any HTML to the top & bottom of WordPress posts and pages.

https://wordpress.org/plugins/pryc-wp-add-custom-content-to-bottom-of-post/

Using this, you can add areas for your CTAs to display before and after your WordPress posts.