How to Integrate Jotform With Mailsoftly

Mailsoftly is an intuitive email marketing platform designed to simplify and enhance how businesses communicate with their audiences. Built with user-friendly features and advanced automation tools, Mailsoftly helps organizations to create, schedule, and manage email campaigns easily.

Jotform integrates with Mailsoftly. With this integration, you can automatically create a contact on Mailsoftly on form submissions.

Setting up the Mailsoftly Integration

Integrating Jotform with Mailsoftly is fast and easy! Let’s do it!

1. In the Form Builder, navigate to the Settings tab at the top middle of the page.
2. Select Integrations on the left panel.

3. Search for and click Mailsoftly from the list.

4. Enter your Mailsoftly API Key and click the Authenticate button.

For previously authenticated accounts, choose the account to use, then click the Add Action button.

5. Now, set up your integration accordingly:
   • Match your fields — Match the fields between Mailsoftly and Jotform.
   • Select a list — Select a list to send your contacts to.
   • Select tag(s) — Assign specific tags to the contact. You must have these Tags in your Mailsoftly settings.
   • Update existing contact — The integration selects this option by default. Keep it checked if you want to update existing contacts based on the data they provide in the form.

6. Finally, click the Save button to complete the integration.

After saving the integration, you can see the actions you created with Mailsoftly and the Add New Action button on the main page. If you hover your mouse over the created action, you’ll see the Edit Action (pencil icon) and the More (thee-dotted vertical icon) options to the right. The More option includes the following:

• See Action Logs — This section will display your Mailsoftly’s successful and failed runs. It’s useful when troubleshooting issues.
• Rename Action — If you want to personalize the action’s title.
• Disable Action — This option is useful to temporarily stop the integration from sending data.
• Delete Action — If you want to delete the action/integration from your form.

Creating a Mailsoftly API Key

To create your Mailsoftly API key

1. In your Mailsoftly dashboard, navigate to the Company Settings page.

2. Go to the API Keys section and click the Create Access Key button.

3. Provide your API Key Name and click the Generate API Key button.

4. Finally, click the Copy API Key button. Mailsoftly will only display it once for security reasons, so keep the API Key safe on your device.