Ninja Forms

Ninja Forms is a powerful WordPress plugin designed to help users easily create custom forms for their websites. It offers a user-friendly drag-and-drop form builder, making it accessible to both beginners and advanced users. Ninja Forms is highly customisable and suitable for various types of forms such as contact forms, surveys, registrations, and more.

PersonalizeWP Pro integrates seamlessly with Ninja Forms to enhance your website's personalisation capabilities. This integration allows you to capture form data in visitor profiles, create segments based on form submissions, apply lead scoring, and personalise content based on form interactions.

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Features

The PersonalizeWP integration with Ninja Forms provides several powerful features to enhance your website's personalisation:

Map Form Fields to Visitor Profiles: Capture form data and associate it with visitor profiles
Submitted Form Conditions: Show or hide content based on whether a visitor has submitted a specific form
Form-Based Segmentation: Create segments based on form submissions
Lead Scoring for Form Submissions: Assign lead scores based on form completions
Display Visitor Data: Use captured form data in your content blocks

Setting Up the Integration

The integration between Ninja Forms and PersonalizeWP works out of the box. Once both plugins are installed and activated, they will automatically communicate with each other.

Mapping Form Fields to Visitor Profiles

When a user submits a form on your site, you'll likely ask them for information such as their name and email address. By mapping this data to their profile, you can transform an anonymous profile into a known one, enabling you to better understand and engage with your visitors.

To map Ninja Forms fields to visitor profiles:

Create or edit your Ninja Form in the Ninja Forms builder
Navigate to the form's settings
Look for the "PersonalizeWP" tab or section in the form settings
For each relevant form field (typically name, email, etc.), specify which visitor profile field it should map to
Save your form settings

When a visitor submits this form, the data they enter will automatically be added to their visitor profile based on your field mapping. This allows you to identify visitors and personalise their experience based on the information they've provided.

Using Submitted Form Conditions

The Submitted Form condition allows you to show or hide content based on whether a visitor has submitted a specific form. This is particularly useful for:

Hiding forms that visitors have already completed
Showing thank you messages or follow-up content
Displaying different CTAs based on form submission status

Creating a Submitted Form Condition:

Go to WP-Admin > PersonalizeWP > Dashboard > Display Conditions
Click "Create Rule"
Enter a name for your rule
Select the category for the rule
Choose "Conditions > User Has Submitted a Form" from the dropdown
Select "Is" as the comparator
Choose "True" if you want to target visitors who have submitted the form, or "False" for those who haven't
Click "Create Rule"

Applying the Condition to Ninja Forms Blocks:

In the Block Editor, select the block you want to personalise
Open the PersonalizeWP sidebar
From the "Rules" dropdown, select your Submitted Form condition
Choose whether to show or hide the block when the condition is met
Save your page

Form-Based Segmentation

With PersonalizeWP Pro, you can create segments of visitors based on form submissions. This allows you to group visitors who have completed specific forms and target them with relevant content.

Creating a Form-Based Segment:

Go to WP-Admin > PersonalizeWP > Dashboard > Segmentation
Click "Create Segment"
Enter a name for your segment
Select "Type > Submitted Form" from the dropdown
Search for and select the form(s) that will trigger inclusion in this segment
Optionally, use AND/OR operators if using multiple forms
Click "Create Segment"

Visitors will automatically be added to the segment when they submit the specified form(s).

Using Form-Based Segments with Ninja Forms:

In the Block Editor, select the block you want to personalise
Open the PersonalizeWP sidebar
From the "Segments" dropdown, select your form-based segment
Choose whether to show or hide the block for visitors in this segment
Save your page

For example, if a visitor has already filled out a sales form, you can add them to a segment and hide the form block from them for the rest of their session or in future visits.

Lead Scoring for Form Submissions

PersonalizeWP's lead scoring feature can be used with Ninja Forms to assign point values to visitors based on form submissions. This helps identify high-value prospects based on their engagement with your forms.

Setting Up Lead Scoring for Forms:

Go to WP-Admin > PersonalizeWP > Dashboard > Lead Scoring
Click "Create Score"
Enter a name for your score rule
Select "Type > Submitted Form" from the dropdown
Search for and select the form(s) you want to assign scores to
Assign point values for each form submission
Optionally, use AND/OR operators if using multiple forms
Click "Create Score"

Within the rule, you can set a positive or negative score to be automatically applied to the visitor's profile when the conditions are met. For instance, you might assign a positive score to someone who submits a sales inquiry form, marking them as a potential lead for targeted offers. Conversely, a negative score could be applied to those submitting a careers inquiry form, excluding them from marketing efforts.

Using Lead Scores in Content Personalisation:

In the Block Editor, select the block you want to personalise
Open the PersonalizeWP sidebar
From the "Lead Scores" dropdown, select your lead score
Set the threshold value and comparison operator
Choose whether to show or hide the block when the score condition is met
Save your page

Displaying Visitor Data from Forms

Once you've mapped Ninja Forms data to visitor profiles, you can display this data within your content to create personalised experiences.

How to Display Visitor Profile Data:

In the Block Editor, create or edit a text block
Select the text you want to replace with visitor data
In the PersonalizeWP dropdown menu, select "Insert Visitor Profile Data"
Choose the profile field containing the data you want to display
Optionally, set a fallback value to display for visitors without that data
Save your page

This feature lets you highlight text in your block and replace it with data from a visitor profile, if available. For example, you can personalise a welcome section by inserting the visitor's name into the content they see.

Best Practices

Keep Forms Relevant: Use personalisation to ensure visitors only see forms that are relevant to them
Respect Privacy: Clearly inform visitors about how their data will be used and provide options to opt out
Combine Multiple Rules: For more targeted personalisation, combine form-based rules with other conditions like location or visitor type
Test Your Rules: Always test your personalisation rules to ensure they're working as expected
Monitor Form Analytics: Regularly review form submissions and visitor profiles to optimise your personalisation strategy

Troubleshooting

If you encounter issues with the Ninja Forms integration, check these common solutions:

Forms Not Tracked: Ensure that the Ninja Forms plugin is active and up to date
Profile Data Not Updating: Verify that field mapping is correctly set up in the integration settings
Rules Not Working: Check that the rule is active and correctly configured
Segments Not Updating: Ensure that the correct forms are selected in your segment definition

If you continue to experience issues, you may need to check:

That both plugins are updated to the latest version
That Ninja Form's tracking features are enabled if needed
That there are no conflicts with other plugins