Integrate Cognito Forms with Pabbly Email Marketing Using Pabbly Connect

Learn how to integrate Cognito Forms with Pabbly Email Marketing using Pabbly Email Marketing for seamless subscriber management. Step-by-step guide included. Discover proven email marketing strategies that increase open rates and click-throughs while maintaining deliverability and list health.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Email Marketing for Integration

To create a subscriber in Pabbly Email Marketing upon a Cognito Forms submission, start by accessing Pabbly Email Marketing. Navigate to the Pabbly website and sign in to your account.

If you are a new user, you can sign up for a free account to explore the features. Once logged in, locate the Pabbly Connect application to begin the integration process.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. Here, you will be prompted to name your workflow. For this integration, name it ‘Create Pabbly Email Marketing Subscriber on Cognito Forms Submission’. using Pabbly Connect

• Select the folder to save your workflow.
• Click on ‘Create’ to open the workflow window.

In this window, you will set up the trigger and action for the workflow. The trigger will be a new submission from Cognito Forms, and the action will be to add a subscriber in Pabbly Email Marketing.

3. Setting Up Cognito Forms Trigger

Select Cognito Forms as your trigger application. Then, choose the trigger event as ‘New Entry’. This event will initiate the workflow each time a new form submission is received. using Pabbly Connect

Next, you will be given a webhook URL. Copy this URL and log into your Cognito Forms account. Go to the form you want to connect and enable the option to ‘Post JSON data to a website’.

• Paste the copied webhook URL in the ‘Submit Entry Endpoint’ field.
• Save the changes to your form settings.

Now, you can publish the form. This setup allows Pabbly Connect to receive data from new submissions in your Cognito Forms.

4. Configuring Pabbly Email Marketing Action

With the trigger set, navigate back to your Pabbly Connect workflow and select Pabbly Email Marketing as your action application. Choose the action event as ‘Add Subscriber’.

You will need to connect your Pabbly Email Marketing account by adding a new connection. For this, you will require a Bearer token from your Pabbly Email Marketing account. Go to the ‘Integrate’ section and click on ‘Developer API’ to generate this token.

Copy the Bearer token and paste it into the connection setup in Pabbly Connect. Select the list where the subscriber will be added.

Map the fields from the Cognito Forms submission to the corresponding fields in Pabbly Email Marketing, such as email and name. This ensures that each new entry creates a new subscriber with the correct details.

5. Testing the Integration Workflow

To test your integration, submit a test entry through your Cognito Forms. Fill in the required fields and submit the form. This action will trigger the workflow in Pabbly Connect. using Pabbly Connect

Check your Pabbly Email Marketing account to confirm that the new subscriber has been added successfully. You should see the details of the test submission reflected in your subscriber list.

Verify that the subscriber’s email and name match what you entered in the Cognito Forms. Repeat the test with different details to ensure the workflow functions correctly.

Once confirmed, your integration is complete, and you can now automatically add subscribers to Pabbly Email Marketing from Cognito Forms submissions.

Conclusion

Integrating Cognito Forms with Pabbly Email Marketing using Pabbly Connect streamlines subscriber management. This process allows automatic addition of subscribers, enhancing your email marketing efforts efficiently.