Forms

Creating a form

From the plugin's Forms screen, click Add New and give the form a name. Every new form starts with a Name and an Email field — Email is required by default.

Provider, list, and field mapping

Pick a connected provider (Mailchimp or Constant Contact) and the audience/list to subscribe people to. Name and Email are the two fields that actually sync — Name maps to the provider's first-name field (Constant Contact also splits off a last name if one is typed), and Email is the subscriber's address. You can add extra fields to a form for your own records, but only Name and Email are forwarded to the connected provider today.

Embedding the form

Every form renders via a shortcode/tag:

• WordPress: [ottercontact_form id="123"], pasted into any post, page, or widget that supports shortcodes.
• Joomla: {ottercontact-form id="123"}, pasted into any article or module that processes content plugins.

Replace 123 with the form's ID, shown on the Forms list.

Double opt-in

Toggle Double Opt-in on the form editor to require subscribers to confirm via email before they're added to your list:

• With Mailchimp, this sets the subscriber's status to pending until they click the confirmation email.
• With Constant Contact, this sets permission_to_send to explicit, which triggers Constant Contact's own confirmation flow.

Leave it off for single opt-in — subscribers are added immediately.