Benchmark Email

Author: Nasir Ahmed 84 views

Overview

The Advanced Form Integration plugin allows to integrate many popular WordPress forms with Benchmark Email. When a user fills a form on your website, the plugin will send the data to your Banchmark Email account and add contact in the preferred list.

Supported Features

  • Add or Update Contact with all basic ( Email, First Name, Last Name ) fields.

  • Update contact with a preferred list. Pro

  • Update contact with all fields. Pro

  • Add custom Fields. Pro

How To Setup

Authentication

Before start, you are required to authorize your Benchmark account on the plugin settings page.

Go to AFI > Settings > General and you will find all the supported platforms listed there. Mark Benchmark and hit the Save Changes button at the bottom.

Now find the Benchmark tab at the top of the settings page click on that, You will be taken to the Benchmark settings page, where you are to provide API Key then click on Save Changes button. (How to find api key is instructed in Benchmark settings page)

Create New Integration

After the authentication part completed you can start creating new integration. Click on Add New under the AFI menu, New Integration page will appear.

Title

A default title will be auto-generated with an auto incremental number. You can rename it to something related to the task. It will help you to quickly recognize the correct one if multiple integrations are created.

Trigger

Select the sender form in the Form Provider dropdown. For example, Contact Form 7 or Gravity Form, or the Elementor Pro Form which you want to connect. After selecting the form provider, all forms built under that will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.

Action

Select Benchmark in Platform dropdown. If you are using pro version you will get another option Benchmark[PRO] there select it. Then select Add Contact  in the Task dropdown.

Map Fields

Available Contact List will be auto-populated in the list drop-down. Select the desired one.You will find Benchmark fields on the left side and form fields dropdown on the right. This form field dropdown will contain the field titles of the form you selected in the trigger area. Map Email, First Name, Last Name and other fields that you want. Skip the fields that are not needed. If you are using basic version you able to map email and name fields. For pro version you will find all the fields avilable at benchmark including custom fields and map them as you want.

Save Integration

Finally, click the Save Integration button and you are done. Now you can start testing.

Troubleshooting

After the integration is made, when users fill up the form and submit it, the plugin initiates the process of sending data to the configured platform. It also saves a log that includes what data it tried to send, and what it got in response from that platform. So if you find an integration is not working, your first task is to check the logs. Go to AFI > Log menu and check the recent logs.

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