ConvertKit Setup Documentation

To connect Easy Digital Downloads to your ConvertKit account, first purchase a copy of  EDD ConvertKit.

Installing the ConvertKit Add-On

Once the Add On has been downloaded, you can install it using the standard WordPress method.

  1. Log into the Administration Panels (Dashboard)
  2. Navigate to the Plugins | Add New menu item
  3. Click on the "Upload" link in the horizontal menu under "Install Plugins"
  4. Click the "Browse" button and locate the archive you downloaded (from above)
  5. Click the "Install Now" button
  6. Click the "Activate Plugin" link at the end of the installation messages.

Configuring the ConvertKit Add-On

To configure the ConvertKit, you will need to complete its settings.

  1. Log into the Administration Panels (Dashboard)
  2. Navigate to Downloads > Settings and click on the Extensions tab
  3. Scroll to the ConvertKit Settings section.
    1. Log into the ConvertKit account you wish to connect with Easy Digital Downloads
    2. Navigate to Account
    3. Your API key will be shown on that page
    4. Copy the API key
  4. Return to the ConvertKit Settings section on your website under Downloads | Settings > Extensions and paste/enter the ConvertKit API key into the ConvertKit API Key field.
  5. Click the "Save Changes" button at the bottom of the page. This will allow the ConvertKit Add On to retrieve the list of forms from your ConvertKit account.
  6. Choose the form you wish to subscribe customers to from the drop down box beside "Choose a form"
  7. Add a short appropriate description in the "Checkout Label" field

Product Specific Form Subscriptions

You can subscribe customers of specific products to one or more ConvertKit forms by going to the product edit screen and selecting the form(s) you wish customers to be added to in the "ConvertKit" box. In this section, you can also select whether to add tags to customers when they purchase the product. This can be useful for making use of the  automation features in ConvertKit.

Troubleshooting

Why can't I see my new ConvertKit forms or tags in WordPress?

The extension only retrieves forms and lists from ConvertKit every 4 hours (approximately). This is to prevent your site from contacting ConvertKit too often. To force refresh your lists, go to  Downloads > Settings > Extensions and click Save Changes.