SureForms Integration with MailerPress

This guide explains how to integrate SureForms with MailPress at both the global and form levels.

Global Settings

Step 1: Access SureForms Settings

• From your WordPress dashboard, navigate to SureForms → Settings.
• Click on the Integrations tab.

Step 2: Add MailPress

• Click the Add Integration button.

• From the list of available integrations, select MailPress.

You can also use the search bar to find it quickly.

Step 3: Connect MailPress

The MailPress integration allows you to manage your email contacts and mailing lists directly from SureForms submissions.

To enable this integration:

• Ensure the MailPress plugin is installed and activated on your WordPress website.

• Enable the toggle to connect MailPress.

Once the integration is connected successfully, you’ll see the confirmation message: Integration configured successfully!

MailPress will now appear in the list of global integrations. 

Form Settings

Step 1: Open the Form Editor

1. Go to SureForms → Forms from your WordPress dashboard.
2. Open the form where you want to integrate MailPress.

Step 2: Add MailPress to the Form

1. Open the Integrations tab from the dropdown options.

2. Click Add Integration.

3. Select MailPress from the list of available global integrations.

Step 3: Configure MailPress Integration

The MailPress integration setup includes three tabs:
Select, Configure, and Test.

1. Select Tab

In this step, provide the workflow details:

• Workflow Name – Required
• Action – Required

Available actions include:

• Add / Update Contact
• Delete Contact
• Remove Contact from Lists

After selecting the desired action, click Continue.

2. Configure Tab

Configure the integration based on the selected action.

Create / Update Contact

• Map the Email field (required).
• Optionally map:
  • First Name
  • Last Name
  • Phone Number
  • Other available MailPress fields
• Select one or more MailPress Lists where the contact should be added or updated.

If the contact already exists, it will be updated. Otherwise, a new contact will be created.

3. Test Tab

• Click Test Workflow to verify your setup.

• You’ll see a success message such as:
  WordPress plugin workflow “MailPress – Add / Update Contact” tested successfully!

This confirms that the integration is working correctly.

3. Click Save Changes to complete the setup.

Integration Complete

Your form is now successfully connected to MailPress.

Based on the selected action, each form submission will automatically:

• Create or update a contact
• Remove a contact from selected mailing lists
• Delete an existing contact

This enables seamless email list and contact management in MailPress using SureForms.