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Top 10 Ways to Automate Your Elementor Forms and Popups

Searching for ways to automate your Elementor Forms and Popups? You’re in the right place!

Elementor is one of the most popular page builder plugins in the WordPress industry. You can easily build any page on your website using its drag and drop interface. You can also use the Elementor Pro plugin to build forms and popups for your WordPress site.

Want to connect Elementor Pro to core WordPress, plugins, and third-party web apps to automate different activities on your website? You can easily do that with the help of the Uncanny Automator plugin.

In this article, we’ll share 10 different ways using which you can automate your Elementor Forms and Popups to make your life easy.

Automation Hacks for Elementor Forms and Popups

To automate Elementor Forms or Popups, you’ll have to create recipes using the Uncanny Automator plugin. It is essential for connecting Elementor Pro to WordPress plugins and web apps. And a recipe tells your WordPress site – “if something happens (trigger), then do something (action).”

Elementor offers the following triggers and actions for logged-in users and everyone (in other words, both logged in and anonymous visitors):

With that said, let’s get started with 10 useful recipe ideas to automate your Elementor Forms and Popups on your WordPress site.

1. Pass Data to Google Sheets

Do you want to store data on Google Sheets when someone submits your Elementor Form? Thanks to Uncanny Automator, you can easily do that. You can create different forms like request a quote form, event registration form, feedback form, or survey form, and pass data to Google Sheets by creating a recipe.

Say you’ve created a contact form using Elementor Forms and you want to collect and analyze the submitted data on Google Sheets. To get started, you’ll have to connect your Google Sheets account to Uncanny Automator. Then, you need to create a recipe with “a user submits a form” as the Elementor trigger and “create a row in Google Sheets” as the action.

elementor form to google sheets

You can even take it to the next level by adding another action to your recipe. For example, you can create a new contact in your HubSpot account or get a notification on your Slack channel when the form is submitted

2. Enroll Users in an eLearning Course

Let’s say you want to automate the process of student enrollment on your eLearning site. So any student with a special code will be automatically enrolled in a course.

Here you need to use Elementor to create a student enrollment form using its drag and drop interface. Next, you’ll have to create an Uncanny Automator recipe and use “A user submits a form with a specific value in a specific field” as the Elementor trigger.

Note that Uncanny Automator supports popular LMS plugins like LearnDash, LifterLMS, Tutor LMS, LearnPress, and more. If your eLearning site is using any of these plugins, you can easily add “Enroll the user in a course” as the action.

Once the recipe is live, students will be automatically enrolled in that course whenever they submit the form with the special code.

3. Show Discount Popups

Want to display discount popups when a particular condition is triggered? For example, you can show a popup when someone completes a course or a particular lesson on your eLearning site. Users can then use the discount coupon to purchase a course on your website. This is a great way to increase your revenue by upselling your students.

Uncanny Automator makes it really easy to automate the process of displaying popups when a condition is triggered. First, you need to create a popup using the Elementor Pro plugin. Next, you need to create a recipe with “a user completes a lesson/course” as the trigger and “Show popup” as the Elementor action. Simple, isn’t it?

learndash to elementor pro popup recipe

4. Add User to a Membership

WordPress plugins like MemberPress, Paid Memberships Pro, Restrict Content Pro, and more allow you to easily start a membership site. And you can take your website to the next level by connecting your membership site to 75+ WordPress plugins and web apps.

For example, you can connect Elementor to your membership site with the help of Uncanny Automator and automate the process of user registrations. You can even add multiple actions to your recipe. Maybe, you can add the new members to a BuddyBoss group or you can invite them to a meeting on ZoomMeetings. Plus, you can also get Slack or email notifications automatically when someone joins your membership site.

5. Get Notifications on Slack

Slack is one of the most popular messaging apps for businesses. You can use it to connect with your team, send private messages to your team members, and create groups (or channels) for different teams.

If you’re using Slack for your business, you should connect your WordPress site to Slack and get important notifications over there. For example, your sales team can get notifications when someone submits the request a quote form. Or, you can get a direct message on Slack when someone submits a feedback form.

To get notifications on Slack, you’ll have to first connect Uncanny Automator to your Slack account. Then, you need to create a recipe with “a user submits a form” as the Elementor trigger and “send a message to a channel” (or “send a direct message to a Slack user”) as the Slack action.

elementor forms to slack recipe

6. Add a Tag to a User

Whether you’re running an eLearning site, membership site, or any other website, you should segment and group users by adding tags. It’ll help you to send personalized emails and offer better recommendations to your audience.

Let’s say you’re running an eLearning site and you want your students to submit a course feedback form after they complete a course. And based on their responses, you want to automatically add tags to users in your CRM.

Uncanny Automator allows you to easily connect MailChimp and ActiveCampaign to core WordPress, plugins, and web apps. And you can then automate the process of adding tags to a user when a condition is triggered (like a form is submitted).

What if you’re not using MailChimp or ActiveCampaign? In that case, you can connect Uncanny Automator to WP Fusion and use any CRM of your choice to add tags to the users.

7. Add User to a Social Group

One of the most important features of BuddyBoss or BuddyPress is social groups. It allows like-minded users to connect and share ideas with each other.

Want to automate the process of adding users to a group? Thanks to Uncanny Automator, you can easily add users to a private or public group on your BuddyBoss or BuddyPress site when they submit a form.

For this recipe, you need to add “a user submits a form” as the Elementor trigger and “add the user to a group” as the action. You can also add multiple actions to this recipe by clicking on the Add another action button. For example, you can send a private welcome message to the user or set a specific member type for the user.

elementor forms to buddyboss group recipe

8. Add user to a Mailing List

You can easily create subscription forms using the Elementor Pro plugin. And you can then connect the form to your email marketing software and collect emails of your site visitors.

Uncanny Automator makes it really easy to automate the process of adding users to your mailing list. You can connect your form to popular tools like MailChimp or ActiveCampaign to collect emails. You can even connect Uncanny Automator to Zapier or WP Fusion and add the user to a mailing list on AWeber or GetResponse.

Why stop by adding just one action? You can even add more actions like adding a tag to the user, adding them to a BuddyBoss group, inviting the users to a live event, and much more.

9. Show a Popup When Someone Visits a Page

Say, you’ve launched a new course on your eLearning site and you want to show a discount popup when your existing students visit the course page. Why not create a recipe using Uncanny Automator to automate the workflow?

The process is fairly simple. First, you should create a popup using the Elementor plugin. Then, you need to create a recipe with “a user views a page” as the WordPress trigger and “show a popup” as the action. Here’s how the recipe might look like:

pop up a discount offer when someone visits a page

Elementor can easily do the above task without the help of Uncanny Automator. Why should you use it then? Uncanny Automator can be useful when you add more triggers and actions to the recipes to implement complex workflows. For example, you can add a tag to the user when they view the page or you can email the coupon code to the user after 2 days using the scheduled action feature.

10. Register Users for an Event or Webinar

Conducting a webinar or an online event involves a lot of work. Why not ease your troubles by automating the registration part?

You can easily connect Elementor Forms to GoToWebinar or Zoom Webinars and register users for a live webinar automatically. Not only that, but you can also integrate your Elementor Forms to popular events plugins like Modern Events Calendar and The Events Calendar. You can then automatically register users when they submit the event registration form.

Again, you can do more with the recipe by adding multiple actions to it. For example, you can add the users to your MailPoet list, send a reminder email for the event after a few days, and get notification via SMS, email, or Slack when someone registers for the event or webinar.

Get Started with Automation Today

As you can see, Uncanny Automator makes it really easy to automate important Elementor tasks on your website. However, these recipe ideas are just a starting point – you can create unlimited workflows by connecting Elementor to 75+ WordPress plugins and web apps.

Now, Uncanny Automator offers a free version and a premium version. Some of the recipes in this article can be created using the free version of Uncanny Automator. However, you’ll have to upgrade to the premium version for the recipes involving Elementor Popups, or for using the trigger a user submits a form with a specific value in a specific field.

Have any questions about the recipes in this article? Please feel free to ask in the comment section below!

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This Post Has 2 Comments

  1. I would like to create a popup that activates automatically, showing the latest published article. This popup should feature the main image as the graphic base, along with the article title. it’s possible to do it ?

    1. There’s no way that you could dynamically look up info related to the last post on the site, so you would need some type of workaround (and a popup tool we integrate with that can show dynamic data). One way to do it would be that every time a new post is published, you store info related to the post that you would want to show, so maybe title, excerpt, featured image, in post meta somewhere (like “last_post_title”, “last_post_featured_image_url”, etc.), so that every new post replaces the values of the previous post. Then you could have a pop-up that triggers and calls those values from user meta, so users see that fresh content.

      You would have to be careful with triggers and conditions so that you don’t show it to users too often. Maybe you do this with user meta, so in the action you also include a set user meta action, another action to remove it after 7 days, and you add a condition to only show the user if the meta doesn’t exist–so in other words, the user hasn’t seen a popup like that in the last 7 days.

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