ConvertKit is a service that provides marketing tools that allow you to engage with your donors via email. The Give extension for ConvertKit helps you connect the service to Give, and allows donors to subscribe tags and forms on ConvertKit.

Add-on Install and Activation

The first step is always downloading and installing your Add-on and activating your License key.

If you need assistance installing and activating Give Add-ons, please read our detailed doc on that here.

Requirements

The ConvertKit Add-on allows you to provide your donors the option to subscribe to your forms and tags within the ConvertKit platform. In order to integrate ConvertKit with Give you need the following:

Getting Started

After the ConvertKit Add-on is activated, go to “Donations > Settings” and click on the Add-ons tab. There you will see a section called ConvertKit Settings.

The ConvertKit Settings Page
The ConvertKit Settings Page

The options in this section allow you to control various global plugin settings. “Global” means the options here will affect all donation forms. These options can be customized per form.

Connecting ConvertKit to Give

Within the settings tab you will see an option called “ConvertKit API Key“. This key is necessary for Give to integrate with ConvertKit.

To obtain your ConvertKit API Key:

  1. Log into your ConvertKit account.
  2. Click on “Account” and copy the “API Key” field content:
ConvertKit Account Menu Item
ConvertKit Account Menu Item
ConvertKit API Key
ConvertKit API Key

Paste the ConvertKit API Key into the Give settings field and click save.

The Donor Experience

Once configured, you can choose whether all or only select donation forms have an additional subscribe checkbox added to them. This checkbox informs your donors that they can now opt-into your ConvertKit email newsletter when the checkbox is checked.

The AWeber Donation Form Opt-in Checkbox
The ConvertKit Donation Form Opt-in Checkbox

Understanding the Per Form Settings

In the “Donations > Settings” screen, you previously chose your “Global” settings. You can override these settings per form as well. For example, you may have different ConvertKit tags that you want to subscribe donors to per form. Here’s how you do that.

Go to a Give form that you wish to tag donors who opt-in. In the left-hand sidebar, you’ll see a sidebar metabox called “ConvertKit”. There you’ll see three options:

  • Use Default — this form will inherit the Global settings from “Donations > Settings > Add-ons”
  • Customize — You’ll see options to customize how this one form uses ConvertKit.
  • Disabled — ConvertKit will not be used on this form at all.
The ConvertKit Form Edit Screen Metabox
The ConvertKit Form Edit Screen Metabox

Customize Options

If you choose “Customize”, you’ll see additional options that allow you to integrate ConvertKit with this form differently than the Global Default.

  • Custom Label — create a different opt-in label than the Global Default.
  • Opt-in Default — change whether the ConvertKit checkbox on your form is checked or unchecked by default.
  • ConvertKit Forms — choose a different form than the Global Default.
  • ConvertKit Tags — choose a different tags than the Global Default.
The ConvertKit Metabox Per Form Options
The ConvertKit Metabox Per Form Options