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FunnelKit Automations

Generate Username and Password when the Opt-in Form is Submitted

You can now set up automations to generate username and unique login passwords using merge tags in FunnelKit Automations.

Let’s suppose you want to set an account for your subscribers who submits the opt-in form. 

For this purpose, we will generate a username (their email address) and a unique password so that they can log in to their account.

Setting Up the Automation

Let’s see how you can generate a username and password for login when the Opt-in form gets submitted:

Step 1: Set up the Form Submit Event

Add an event - Form Submits under FunnelKit (formerly WooFunnels) Optin Form.

Click on Done.

You need to configure the FunnelKit Optin form.

Select the form and map the email field here.

Select the form and map the email field

Step 2: Add an action to create a new user

Add an action to create a new user.

Add a direct action to create a new user

Click on Done.

Step 3: Configure the Create User action

Make use of the FunnelKit Optin form merge tag to create a user.

Form field merge tag

Read this documentation on how to use merge tags in automations.

Now enter the field value of email, first name, and last name using the merge tags.

We have selected the role of ‘Subscriber’ and enabled the option to save the auto-generated password for a user.

Configure the Create User action

Click on Save when done.

Step 4: Add send email as your action

Select Send email as your second direct action and compose the content using merge tags:

  • For username, we’ll use the email address of the user.
  • For password, we’ll use the {{new_user_password}} merge tag.
{{new_user_password}} merge tag within your email

Click on the Save button.

That’s it! Your workflow has been created and you can activate your automation now.

Testing the Automation

Now, if a user fills out this FunnelKit's opt-in form:

Submit the opt-in form

The account will get created in WordPress as per the action we specified:

User account gets created

The user will receive this email:

Email received with the login credentials

You can use this username and password to log in to your account.

This is how you can generate a username and password for your user when they submit the opt-in form.

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