Author: Oksana Shapirenko

MailChimp is a service that helps you manage email notifications and a list of user emails. With the MailChimp Post Submit Action, you can connect the JetFormBuilder form and the MailChimp service. The data that users insert into the form will be transferred to the application, and you will be able to use it there.

If you still don’t have a MailChimp account, please, feel free to check this tutorial. It provides detailed instructions on creating an account and finding out your MailChimp API key and Audience ID.

To create a MailChimp Subscribe Form in WordPress, head to JetFormBuilder > Add New. Give a name to the form and delete the default post_id field since we don’t need it.

Add new fields manually or use the Subscribe Form Pattern. It is the list of fields that you can create and later connect to the MailChimp:

• Text Fields:
  • for Email is required;
  • for first\last name, address, phone can be added if you wish;
• Date Field for date of birth.

Then open the JetForm tab and proceed to the Post Submit Actions section. Set the type to MailChimp and click on the “Edit Action” icon.

In the newly appeared window, you should input your MailChimp API Key.

You can paste it manually or enable the Use Global Settings toggle. If you pasted the MailChimp API Key in the JetFormBuilder Settings, it appears automatically. Then hit the “Validate API Key” button.

If the operation is successful, you will see the new “Audience” field. Select the Audience name that you have input on the MailChimp website. If you have added another Audience and don’t see it in the list, click on the “Update Audience List” button.

After you set the Audience, more fields will appear:

• Groups. If you have created them in the Manage contacts tab on the MailChimp website, your groups should appear in this field;
• Tags. You can input here tags, which you have created on the MailChimp website;
• Double Opt-in. Enable this toggle in case you want the contacts to receive an opt-in confirmation email when they subscribe to your list;
• Fields Map. There is a list of fields where users can enter their data, which can be attached to the MailChimp website. In that drop-down, you can choose appropriate fields from the form. The Email field is required.

After customizing all settings, “Update” the Edit Action and “Publish” or “Update” the form.

The next step is adding the form to a page. To obtain the information on how to do this, follow this link.

When users subscribe with your form, you can see all information about them on the All contacts tab.

That’s it. Now the users’ data will be transferred to the MailChimp website.

The post expiration period addon allows you to display a new post for a limited time. You also could set expiration action so that a post would be deleted or changes the status to draft after the date elapses. This feature works if you have limited-time offers for the customers on your site or want clients to publish posts, which would be deleted, like, after a month. The expiration period can be added via the JetFormBuilder form and set in the Insert/Update Post notification settings.

Install the post expiration period

Download the addon from the DevTools page, where this and other features are free. After that, navigate to Plugins on the Dashboard, click on the “Add New” button, then “Upload plugin.” The last step is to activate the plugin.

Create a JetFormBuilder form

Since the expiration period can be set via the WordPress JetFormBuilder form, you should create one.

To find out how to create a form, follow this tutorial.

Get through another guide if you want to know more about form Notifications Settings, especially Insert/Update Post type.

When you set up a form for creating posts, open the JetForm tab and proceed to the Post Submit Actions section. Choose the type to Insert/Update Post and click on the “Edit Action” icon.

Toggle on the “Enable expiration period” control. In the Expiration period field, enter the required number of days and choose where you want to move posts in the Expiration action radio – to Trash or Draft. Then press the “Update” button.

After setting the form up, be sure to “Publish” the form.

Create a new post with the form

Add the form with the post expiration period to the page on the front-end. To find information on how to do that, follow this tutorial.

To see the addon in action, we have created a new post with the JetFormBuilder form and set it up to move to Trash with the expiration of one day.

As we can see, the post has been moved to trash within 24 hours after creation.

That’s all for the post expiration period. Now you know how to install the addon, set it up in the JetFormBuilder form, and move posts to Trash or Draft automatically after the date elapses.

• Description
• Settings
• How to Create a Post via the Form?
• How to Update a Post via the Form?

Description

This Post-Submit Action creates a new post of some post type or edits the existing one according to the data the user puts into the form. The information from the form fields is inserted into the post’s meta fields you choose. In case of the updating, the values of the selected meta fields are rewritten according to the data the user adds to the form fields.

Settings

• Post Type. In this drop-down menu, you will find all types of posts available to you. If you’ve created some Custom Post Types using such plugins as JetEngine or ACF, they will be on the list too;
• Post Status. Here you can choose the status of the created or updated post after the Action is performed. For example, if you choose “Published” for Insert Post Action, the created post will be immediately published;
• Fields Map. All the fields you have added to the form will be listed here, named by their Field Names. And there is a drop-down menu next to every field’s name. In that drop-down, you can choose the post’s meta field where the data from the form field will land. As you can see, it is possible to link the form field not only to custom meta fields but to the default ones like Post Title or Post Content, too;

• Default Fields. If some of the post’s meta fields have to be filled with specific data, you can set them here. In the Meta Key bar, you type in the name of the meta field and add the value you need to the Meta Value text area. The default value will be added to the meta field only if that field is not connected to any of the form fields.

How to Create a Post via the Form?

Proceed to the JetFormBuilder > Add New tab on the WordPress Dashboard.

Give the form a name and add as many fields as necessary. For this tutorial, we created a few:

Go to the JetForm section and move to the Post Submit Actions tab. Select the “Insert/Update Post” option and hit the pencil-shaped button.

In the Post Type field, choose the post type for which posts will be created. It could be a default WordPress post type (e.g., Posts, Pages) or a custom post type (created with the help of the JetEngine plugin, for example).

In the Post Status field, you need to select the status of future posts.

The next is to set the Field Map block, where form fields should be assigned to the appropriate post fields names.

Then, click the “Update” button.

When you finish working with the form, press the “Publish/Update” button.

Navigate to any page, place the JetForm block onto it, and select the newly created form in the Choose Form field.

After you’ve done with form customizing, push the “Publish/Update” button.

To check if the form works correctly, open the page on the front end, fill in the form fields, and hit the “Submit” button.

Also, you can proceed to the post type and inspect if a new post appears.

How to Update a Post via the Form?

The form for the post updating works most effectively if it is placed on the Single Page. You can create such a template for the default WordPress post type (e.g., Posts, Pages) or a custom post type created with the help of the JetEngine plugin.

To create a form, go to the JetFormBuilder > Add New tab on the WordPress Dashboard.

Give the form a name, and add as many fields as necessary. For this tutorial, we created a few:

Also, for the data to be rewritten, proceed to the JetForm section, Preset Settings tab, and enable the toggle.

Select the “Post” option as the Source, “Current Post” in the Get post ID from field, and choose the “Post ID” option under the post_id field. Set other fields, so they match the required post data.

Move to the Post Submit Actions tab. Select the “Insert/Update Post” option and hit the pencil-shaped button.

In the Post Type field, choose the post type for which the fields will be updated. 

In the Post Status field, you need to select which status the updated posts will have.

The next is to set the Field Map block, where form fields should be assigned to the appropriate post fields names.

It’s obligatory to choose the “Post ID (will update the post)” option for the post_id field as it is responsible for a post update.

Then, click the “Update” button.

When you finish working with the form, press the “Publish/Update” button.

Navigate to the Single Page, place the JetForm block onto it, and select the newly created form in the Choose Form field. After you’ve done with form customizing, push the “Publish/Update” button.

To check if the form works correctly, open any post on the front end, change the preset date on the form fields, and hit the “Submit” button.

That’s all about the Insert/Update Post action, with the help of which you can submit new posts and update the created ones.