Metorik Profile Sign Up Form

Using the Metorik Engage API, you are able to create Profiles in Metorik using an API request. Most sign up form builders have an option to create an API/Webhook Request to an custom endpoint. In this doc we will show you how to do this for:

• Gravity Forms

• Contact Form 7

• Ninja Forms

To learn how to do this with Zapier, check out this doc.

Gravity Forms

1. Download the Gravity forms Add-On

2. Install the Webhooks Add-On and make sure the plugin is active on your site

3. Now that Webhooks are installed, on your actual form, you will have a Webhooks option under settings:

4. Click Add New:

5. Add the following details:

   1. Name: POST Metorik Profile (or whatever else you'd like to call it)

   2. Request URL: https://app.metorik.com/api/v1/store/engage/profiles

   3. Request Method: POST

   4. Request Format: JSON

   5. Request Headers

      1. Name: X-Metorik-Token

      2. Value: Your API Token

   6. Request Body (Check API Docs for all available fields). Map these to the fields in your form.

      1. key: email | value: Email

      2. key: first_name | value: Name (First)

      3. key: consent | value: single

6. That's it! Now when a user submits a form, it will also create a Profile in Metorik.

Contact Form 7

1. Download the Plugin

2. Click Add New Integration:

3. Here are the details for the integration settings:

   1. API Endpoint URL: https://app.metorik.com/api/v1/store/engage/profiles

   2. Request Method: POST

   3. Request Format: Body Type

   4. Request Headers

      1. X-Metorik-Token: Your API Token

      2. Content-Type: application/json

4. Before you click next, navigate to your actual contact form in another tab, and add a new hidden consent field and set value to single. This will ensure we have a consent field to map to Metorik:

4. Head back to the CF7 API tab and click Next to map the fields:

5. Our form only has a name and email field, but if you have more fields like country and company, map those to the respective Metorik API fields:

6. That's it! Now when a user submits a form, it will also create a Profile in Metorik.

Ninja Forms

1. Download and activate the add on.

2. On your form select Emails & Actions > Add New Action > Webhooks:

1. Use the following details:

   1. Action Name: POST Metorik Profile (or whatever else you'd like to call it)

   2. Remote URL: https://app.metorik.com/api/v1/store/engage/profiles

   3. Remote Method: Post

   4. ARGS (map these to the names of your field):

      1. key: X-Metorik-Token | value: Your API Token

      2. key: email | value: {field:email}

      3. key: first_name | value: {field: name}

      4. key: consent | value: single

4. Click done and you're good to go.

Once you're done, test out your new form to make sure the data feeds through to Metorik Profiles as expected. If you run into any issues, don't hesitate to reach out to the team.