Using Logic Hop with ConvertKit

Note: ConvertKit functionality requires the Logic Hop ConvertKit Add-on.

ConvertKit & Logic Hop

Logic Hop integrates with ConvertKit to provide personalization using your ConvertKit data. You can easily display any ConvertKit data and custom field on your website to create an engaging, personalized experience.

ConvertKit tags and custom fields can be used in Logic Hop Conditions to determine what content to display and when to display it.

ConvertKit tags can be added and removed and custom fields can be updated, incremented and decremented based on a user’s activity on your site.

NOTE: ConvertKit data is dynamically loaded via the ConvertKit API. If you have caching enabled, be sure to enable Javascript Tracking in the Logic Hop Settings panel and use Javascript Conditions and Javascript Data Variables rather than Shortcodes. Learn more about caching.

ConvertKit Lead Scoring

With Logic Hop you can easily add Lead Scoring to ConvertKit and use it when selecting Subscribers for Broadcasts.

Add a Lead Score Custom Field

To add Lead Scoring, simply add a new Custom Field named Lead Score in ConvertKit.

ConvertKit Lead Score

Custom Fields can be added from any Subscriber page:

  • Click + Add a new field and type Lead Score in the Field name input
  • Click Update Subscriber
  • The Lead Score custom field is now available to all Subscribers and Logic Hop

Learn more about adding custom fields to ConvertKit.

Use Lead Scores with Broadcasts

To use Lead Scoring when creating Broadcasts, create a Filter Group and specify the Lead Score value to determine the recipients.

ConvertKit Lead Score Broadcast

Filter Group are added on the Broadcast Recipients page:

  • Click + Add Filter Group
  • Click + Add Filter
  • Set the filter selector to Subscriber details
  • Select Lead Score for Choose subscriber details
  • Select a conditional operator – Is greater than, Is less than, etc
  • Enter the Lead Score value – 5, 10, 25, etc
  • Click Add Filter

Learn more about ConvertKit Subscriber filters.

Automatically Update Subscriber Lead Scores

Subscriber Lead Scores can be set, incremented or decremented when Logic Hop Goals are triggered.

The following Goal will increment the Lead Score value by 10 when completed.

ConvertKit Lead Score Increment

Learn more about Logic Hop Goals.

ConvertKit Quick Start Guide

Step 1

Create a new page titled “ConvertKit Test”

Step 2

Add the following Shortcode or Javascript:

<!-- Use shortcodes when Javascript Tracking is not enabled -->
[logichop_condition id="convertkit" condition="convertkit"]
<h2>Hello [logichop_data var='ConvertKit.first_name']</h2>
[/logichop_condition]

<!-- Use this code when Javascript Tracking & Javascript Variables are enabled -->
<div class="logichop-js" data-cid="convertkit" style="display: none;" data-event="show">
<h2 class="logichop-js" data-var="ConvertKit.first_name" data-type="append" data-event="show">Hello </h2>
</div>

Step 3

Visit the page in an incognito window and add the following query string:

Replace ‘subscriber@email.com’ with your a test ConvertKit subscriber email.
?convertkit=true&email=subscriber@email.com

That’s all there is to it! You should see your test ConvertKit subscriber’s first name on the page.

Configuring ConvertKit

Download and install the ConvertKit Add-on. Click here for Add-on installation instructions.

Locate your ConvertKit API Key & Secret found at:

ConvertKit Account > Account Info

ConvertKit Account Info

Enter your ConvertKit API Key & API Secret on the Logic Hop Settings page.

Logic Hop ConvertKit Settings

NOTE: Logic Hop will add a Custom Field titled “LogicHop” to your ConvertKit account. This Custom Field will be available to all of your ConvertKit subscribers to identify their accounts across devices and browsers. If uninstalling Logic Hop, you can delete this Custom Field.

After saving your ConvertKit API Key & Secret, check a ConvertKit subscriber and confirm the LogicHop field has been added.

Sending ConvertKit Data to Logic Hop

ConvertKit user data is made available to Logic Hop by passing identifying data appended to links from ConvertKit Forms and Broadcasts as query string values.

The minimum required query string values are “convertkit” and “email”:

http://website.com/?convertkit=true&email=name@domain.com

ConvertKit Forms

Use the following ConvertKit form settings to enable data to Logic Hop for new users.

  • Check Send incentive / double opt-in email to confirm new subscribers
  • Select Thank you page: URL
  • Check Special Options: Send subscriber data to Thank you page
  • Append ?convertkit=true to the Thank you page URL
    • Example: http://yoursite.com/thank-you/?convertkit=true
  • ConvertKit will automatically append the user’s email address to the URL
  • ConvertKit data is available to Logic Hop after users confirm their subscription

ConvertKit Form Settings

ConvertKit Links

Append the following query string code to your Broadcast & email links to enable ConvertKit data for users on your site.

?convertkit=true&email={{subscriber.email_address}}&logichop={{subscriber.logichop}}

ConvertKit Broadcast Link

NOTE: The query string code is available to copy and paste from the ConvertKit page under the Logic Hop settings menu.

Logic Hop uses cookies to access users’ ConvertKit data on future visits. To ensure consistency across devices, append the above query string to all ConvertKit links directed to your site.

Additional query string parameters can be added as necessary. Append them after the Logic Hop required values, starting with an ampersand instead of a question mark, such as:

&utm_campaign=spring+campaign

Displaying ConvertKit Data

Logic Hop provides a variety of integration points for ConvertKit. One of the most useful is displaying ConvertKit user data within WordPress content using Shortcodes, Javascript or PHP.

Display ConvertKit Data with Shortcodes

Shortcodes can be added from the Logic Hop tool in the WordPress Page/Post editor. Click the ConvertKit tab, select a value and click “Insert Shortcode”.

ConvertKit Shortcode

The Logic Hop Data Shortcode is a single block of code which appears as:

[logichop_data var="ConvertKit.first_name"]

If the data is available for the user, it will be displayed on the page. Shortcodes can be nested within HTML tags and also within Logic Hop Condition Shortcodes.

The Logic Hop Shortcode tool will display all ConvertKit variables available to your account. As you add new ConvertKit custom fields, it may be necessary to reload the WordPress Page/Post editor to view the newly added fields.

NOTE: ConvertKit data is dynamically loaded via the ConvertKit API. If you have caching enabled, do NOT use ConvertKit shortcodes, use Javascript variables. Caching shortcodes will produce unexpected results when using ConvertKit.

Display ConvertKit Data with Javascript

Javascript variables can be added from the Logic Hop tool in the WordPress Page/Post editor. Click the ConvertKit tab, select a value and click “Insert Variable Javascript”.

The Logic Hop Javascript Variable is a single block of code which appears as:

<span class="logichop-js" data-var="ConvertKit.first_name" data-event="show"></span>

ConvertKit Data via PHP

ConvertKit data can be accessed via PHP for use in themes. Pass the variable name as a string into the $logichop->get_data() function.

Echo ConvertKit data via PHP:

global $logichop;
$logichop->get_data('ConvertKit.first_name');

Return ConvertKit data via PHP:

global $logichop;
$logichop->get_data('ConvertKit.first_name', false);

A list of Logic Hop variables can be viewed on the Condition Type & Operator Reference page.

Using ConvertKit Data with Conditions

ConvertKit Tags and Custom Fields can be used as parameters in Logic Hop Conditions. The Logic Hop Condition Builder will display all Tags and Custom Fields available to your account. Conditions can test if a Tag has been set or not set and if a Custom Field is equal, or not equal to a specific value.

ConvertKit Condition

Setting ConvertKit Tags with Goals

As Logic Hop Goals are triggered, ConvertKit Tags can be set or removed. The Logic Hop Goal editor will display all Tags available to your account.

ConvertKit Goals

Tags

Select the option to Add or Remove a Tag and select the Tag to add/remove. When the Goal is triggered, the Tag will be added or removed for the user’s ConvertKit account.

Leave or set the Tag selectors blank to disable adding or removing Tags.

Updating ConvertKit Custom Fields with Goals

As Logic Hop Goals are triggered, ConvertKit Custom Fields can be updated. The Logic Hop Goal editor will display all Custom Fields available to your account.

ConvertKit Goals

Custom Fields

Select the Custom Field to update, the update method and enter a value. When the Goal is triggered, the Custom Field will be updated for the user’s ConvertKit account.

Update Methods:

  • Set value to
    • Sets the Custom Field to the value specified
    • Any data type – Numeric, characters, spaces or punctuation
    • Any Logic Hop variables using Liquid-style markup:
      • {{LeadScore}}
      • {{Date.DateTime}}
      • {{QueryStore:#variable_name#}}
  • Increment value by
    • Adds the value specified to the current value of the Custom Field
    • Must be a number – Whole numbers or decimal numbers
    • If existing field value is not a number or is zero, it will be replaced by the value specified
  • Decrement value by
    • Subtracts the value specified from the current value of the Custom Field
    • Must be a number – Whole numbers or decimal numbers
    • Decremented values will stop at zero

Leave or set the Custom Field selectors blank to disable updating Custom Fields.

Logic Hop variables requires ConvertKit Add-on v1.0.1 or higher.

ConvertKit Variable Reference

  • ConvertKitID
  • ConvetKit
    • id
    • first_name
    • email_address
    • created_at
    • fields
      • custom fields
    • tags
      • tags
    • gravatar
      • url
        • fullsize
        • large
        • medium
        • small
        • thumb
        • id
      • img
        • fullsize
        • large
        • medium
        • small
        • thumb
        • id