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Constant Contact

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Overview

The Advanced Form Integration plugin enables you to seamlessly integrate various widely-used WordPress forms with Constant Contact. Upon submission of a form on your website by a visitor, the plugin will automatically transmit the collected data to your chosen Constant Contact account and add the subscriber to your preferred list.

Supported Features

  • Creates a new contact and subscribes to a preferred list. The AFI Pro version supports adding custom fields and tags.

How To Setup

Authentication

Initially, you are required to authorize your Constant Contact account on the plugin’s settings page.

Go to AFI > Settings > General and you will find all the supported platforms listed there. Turn on Constant Contact and hit the Save Changes button at the bottom.

The Constant Contact tab will appear at the top, open it. Complete the authorization process.

1. Go to Constant Contact Developer Portal.
2. Create an application, insert a suitable name.
3. Copy the URL Redirect URI from the Constant Contact tab and paste in Redirect URI input box.
4. Generate API secret, then copy both API key and secret key from the app and paste in the Constant Contact tab input box.
5. Save the Application.
6. Click Authorize in the tab.

If you have done everything properly, the Status will show as Connected.

Create New Integration

After saving your credentials on the settings page, you can begin creating a new integration. Access the New Integration page by clicking on “Add New” under the AFI menu.

Title

A default title with an auto-incremental number will be generated. However, you can rename it to a name that relates to the specific task. This will enable you to promptly identify the correct integration, particularly when multiple integrations are in place.

Trigger

Choose the desired sender form from the Form Provider dropdown, such as Contact Form 7, Gravity Form, or Elementor Pro Form, that you wish to link. Once selected, all forms constructed under that provider will be retrieved and automatically displayed in the Form/Task Name dropdown. Proceed to select the form that you intend to integrate.

Action

From the Platform dropdown, opt for Constant Contact. For users of the Pro version of this plugin, an additional choice of Constant Contact [PRO] will be available, offering enhanced functionality such as sending tags and customized fields. Both options have been provided to cater to technical and compatibility requirements. For Pro plugin users, it is recommended to select Constant Contact [PRO], and then proceed to select the Subscribe To List option from the Task dropdown.

Map Fields

The available Contact List will be automatically populated in the dropdown list. Select the appropriate one. On the left side, you will find Constant Contacts fields, while the form fields dropdown for the selected trigger form will be displayed on the right. Map the necessary fields, such as Email, First Name, Last Name, and any other pertinent fields. Skip any fields that are not required. If utilizing the Pro version, custom fields and an additional field for adding tags will also be visible on the page.

Constant Contact Tags

Save Integration

Upon completing the necessary steps, click on the Save Integration button, and you are all set. You can now begin testing.

Troubleshooting

Upon establishing the integration, once users fill out and submit the form, the plugin will trigger the process of transmitting the data to the designated platform. Additionally, a log will be saved, documenting what data was sent and the response received from the platform. If you encounter issues with the integration, the first step would be to review the logs. Navigate to the AFI > Log menu and check the most recent logs. Assess the response data from Constant Contact and attempt to rectify any issues. If the issue persists, attach the log and send an email to [email protected] for further assistance.

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