Wordpress

The Brightpearl SmartForms plugin for WordPress allows you to quickly and easily insert lead capture forms to your blog posts or pages. Once installed and configured you can drop your chosen contact form in to your blog simply by typing {brightpearl_smartform} .

Download WordPress here

Download the latest Brightpearl SmartForms for WordPress

http://wordpress.org/extend/plugins/pearl-crm-contact-form-integration/

Installation

Download the file above and remember where you have put it, then follow these 3 easy steps.

  1. Log in to WordPress and go to Plugins > Add New .
  2. Select Upload as the plugin source.
  3. Select the file you just downloaded and click Install Now .
  4. On the following screen after the plugin has installed click Activate Plugin Now .

Configuration

In Brightpearl:

  1. Go to Marketing > Contact Forms .
  2. Click the edit pencil icon for the relevant SmartForm.
  3. Select the External Link tab .
  4. Scroll down to the WordPress Plugin section.
  5. Make a note of your Brightpearl SmartForm Domain.
  6. Make a note of the SmartForm Code shown (you might want to copy and paste it to a text file as you will need it later).
  7. Also make a note of your account ID.

In WordPress:

  1. From the settings menu on the left hand side click Brightpearl .
  2. Enter the Brightpearl SmartForm Domain and default SmartForm Code as noted in the previous steps.
  3. Enter your account ID.
  4. Save your changes to complete the configuration process.

Using Brightpearl SmartForms for WordPress

You can use the Brightpearl SmartForms plugin from within the Posts section or the Pages section. To use the form you set as your default SmartForm all you need to enter within the body of your blog post or page is:

{brightpearl_smartform}
If you want to use a SmartForm other than the one you set as your default you can do this by adding the SmartForm Code to the end of the Brightpearl SmartForms tag for example:

{brightpearl_smartform VHhjUaitJj10iadDaOS9s_AZ4sdXncdKDRje72PoFFw,}
To make things easy you can find the WordPress code for any SmartForm in your Brightpearl account by looking on the External Link tab while editing the form.

Ideas for Using Brightpearl SmartForms

  • Request a Brochure - Brightpearl SmartForms can be set to automatically email a pre-defined message to your respondents, as well as adding them to your CRM system so you can schedule a follow-up call at a later date.
  • Subscribe to a Newsletter - Brightpearl can automatically tag respondents with a meaningful label, and allows you to easily send them email at a later date using our powerful email integration with MailChimp.
  • Generate Leads - Brightpearl SmartForms can capture all kinds of user-defined custom fields, as well as your normal name, address, phone number combinations.

Sending an Automated Response Back to the User

You can set your SmartForm up so that your website visitor is automatically sent an email reply. Write an email template in your Brightpearl account, make sure it's active and then edit your SmartForm to send it out to the user when they submit the form.

Common Questions

Can I change the form fields?

Yes, the form fields can be changed by logging in to your Brightpearl account and editing the Brightpearl SmartForm you are linking to.

Why don't I see the "Plugins" menu in my WordPress admin?

You can only install and configure Brightpearl SmartForms if you are logged in as an administrator for your WordPress. Additionally you must be running your own WordPress install, you can not install Brightpearl SmartForms to a WordPress.com hosted account.

Will Brightpearl SmartForms work with WordPress.com?

No, at the moment you can not use the Brightpearl SmartForms plugin with WordPress.com. You need to have your own installation of WordPress to use Brightpearl SmartForms.

Can I use Brightpearl SmartForms on my normal website?

Yes, Brightpearl SmartForms can also be embedded in non-WordPress websites.

How do I edit the SmartForm style?

Brightpearl SmartForms can be styled using the included CSS style sheet. In Word press go to Plugins > Editor , then select Brightpearl CRM SmartForms from the drop menu top-left. Now select pearl-smartforms/styles.css from the file list on the right and make your changes in the editor window. Don't forget to save your changes!

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