OptimizePress Integration

Applies to: ONTRAPORT Plus and above.

OptimizePress is a WordPress theme or plugin that has extra features such as sales funnels, e-commerce and membership functions. The OptimizePress theme includes an advanced Page Builder with many page templates.

• An ONTRAPORT Pro or above account
• An integrated Wordpress site
• OptimizePress commercial theme or plugin

OptimizePress 2.x includes some features that aren't compatible with PilotPress.

Using the Page Builder with ONTRAPORT Smart Forms works well with PilotPress enabled. However, features such as OptimizeMember cannot co-exist with PilotPress, as both try to manipulate the user database. Using the advanced features of OptimizePress and then integrating with ONTRAPORT requires using the ONTRAPORT API and not using PilotPress, a process for advanced programmers covered here.

Support for OptimizePress advanced features through the API is handled by OptimizePress.

Use the OptimizePress HTML block to embed standard or "click to pop" ONTRAforms on a page.

For automatic lightbox ("pop up") ONTRAforms using timed settings, percent of page scrolled, or exit intent, use the OptimizePress Page Settings > Other Scripts > After body Tag setting on each page.

Use a legacy Smart Form and the HTML Code, if available. Here are the steps:

1. Choose the page design with an opt-in form. Note the number and names of the opt-in fields
   
   
   
2. Create a legacy Smart Form in ONTRAPORT with matching fields. Because you need the HTML Version of the code you must use the legacy Smart Form editor, and not ONTRAforms, to create the form.
   
   
3. Click the Publish Form button and select the HTML Version for Geeks code. You may not have this option available in your account; see our List Bombing article for details.
4. Copy the form code to the clipboard.
   
   
   
5. In the OptimizePress Page Builder, hover over the opt-in form and click the pencil icon to edit the form
   
   
   
6. On the Form HTML tab, select Custom Form in the Integration Type drop down box
7. Paste the HTML code of your ONTRAPORT form into the Form HTML box
   
   
   
8. Scroll down and assign the Name box to firstname. The rest of the settings should be pre-filled correctly.
9. Verify the Form URL is set to https://forms.ontraport.com/v2.4/form_processor.php? for ONTRAPORT
10. Click Insert
11. Save and close the page
12. Visit the URL and test the opt-in form
13. You should be redirected to the thank you page specified in the Smart Form’s Settings. In ONTRAPORT, the Contact Record should include the Tags, Sequences, etc. added by the Smart Form.

This process is not necessary if you have PilotPress installed. PilotPress includes the ONTRAPORT tracking script by default.

1. In ONTRAPORT select Administration > Developer Preferences and Resources > Get Tracking Code
   
2. Copy the tracking code to the clipboard
3. In the Wordpress Admin section, click on OptimizePress
4. Select the Analytics and Tracking tab
5. Paste the tracking code into the Other Tracking Codes box
   
   
   

OptimizePress will not recognize the PilotPress shortcodes that are used to hide or show content on a page unless the shortcodes are added using their Advanced Element Options. Please see their help topic Using advanced element options to add external shortcodes for the procedure.

• OptimizePress Helpdesk
• Integrate Your Autoresponder or Email Service Provider
• Create a PING URL to add members from ONTRAPORT to OptimizeMember

Please contact OptimizePress Support for assistance with implementing these features.

• WordPress Integration Overview
• Integrate an Existing WordPress Site
• Integrate a New WordPress Site
• Creating an ONTRAPORT Hosted WordPress Site
• Creating Membership Levels
• Protecting Content on Pages, Posts and Categories in WordPress
• Add Members and Drip Content in WordPress
• Add Custom Login Page and Password Reminder Functions
• Enable the Customer Center
• Enable the Partner Center
• Using Merge Fields and PURLS in WordPress
• Add ONTRAPORT Forms and Videos into WordPress
• Use Shortcodes to Show or Hide Content Based on Membership Levels (Advanced)
• Login Redirect by Membership Level (Advanced)
• OptimizePress Integration
• Choosing a WordPress Theme
• WordPress Integration FAQs
• WordPress Integration Troubleshooting