To integrate ConvertKit with Group Doorman, you’ll need to install our Chrome extension for the group you’re currently managing. You’ll also need a ConvertKit account.
Adding ConvertKit to Group Doorman integrations
1.Ready to get started? First, open Group Doorman and head over to the Manage groups tab (1). Then, simply click on the +Add integration button (2) to begin setting up your integration.
2. Next, check the list of available integrations, find ConvertKit, and click on it.
3. Once you’ve selected ConvertKit, a setup form will appear. Now, you have two options: create a new account or select an existing one if you’ve previously used ConvertKit. Choose whichever option suits you best!
Adding API key
4. To begin, go to your ConvertKit profile. In the upper-right corner, you’ll notice your Profile icon and name (1) – simply click on it. Next, click on Settings (2) from the dropdown menu that appears.
5. On the Settings page, you’ll find the </> Advanced option (1) in the left-side menu. Your API Key will be right there on the page opened. Simply click the Copy button (2) on the right side of the API Key field to grab it. Don’t forget to click the Show button (3) below the API Secret field as well.
6. Go to the Group Doorman form and paste your API Key into the corresponding field.
7. Now, go back to ConvertKit and click on the Copy button next to the API Secret field.
8. Paste your API Secret into the corresponding field in the Group Doorman form (1), and then click the Save and continue button (2).
Adding a tag at Group Doorman
9. In the Group Doorman form, enter the name of the tag in the appropriate field. This tag will then be transferred to ConvertKit by Group Doorman when creating a contact.
Creating a Form
10. Back to ConvertKit – look for the Grow tab in the header (1), then choose Landing Pages & Forms(2).
11. Now, find Forms block in the lower-right corner of the page and click the Create a Form button.
12. Next, it’s time to choose the display format for this form. Pick the format that suits your liking.
13. And choose a template for your form.
14. Now give a name to your form (1) and click the Save button (2).
15. After that, head over to Group Doorman and select the form you just created, from the Form field.
Creating a Custom field at ConvertKit
Group Doorman allows you to post your group members’ responses to ConvertKit using custom fields. You’ll need to specify which response corresponds to each field. Additionally, Group Doorman can automatically generate default custom fields for you. To do this, simply click on the Create Fields for Answers button.
16. For manually creating a custom field at ConvertKit, go to the Grow tab (1) in the header, and click Subscribers (2).
17. Scroll down on the page open, until you find the subscribers list and click on a subscriber.
18. Click on the +Add new field to create a new custom field.
19. Name the custom field (1), and click the Update Subscriber (2) button.
Completion of setup
13. In Group Doorman, you can manage custom fields by picking the fields made in ConvertKit (1), or create new ones instantly (2). If you’ve changed any of the fields in ConvertKit, select Refresh fields (3). Once you’re done managing, click Save and close (4).
