Copernica

Overview

The AFI plugin allows you to connect your WordPress forms to Copernica, making it easy to add new profiles to your Copernica marketing databases. This integration is ideal for newsletter signups, lead generation, and subscriber collection forms.

✅ Supported Feature

• Add new Profiles to a selected Copernica Database

🔧 How To Setup

Step 1: Connect Your Copernica Account

Before you can start using Copernica, you must connect your account by providing an Access Token.

🛠️ To do this:

1. Go to AFI → Settings → General

2. Enable Copernica and click Save Changes

3. A new tab named Copernica will appear — click on it

4. Paste your Access Token in the field provided

📌 How to Get Your Access Token:

1. Log in to your Copernica Dashboard

2. Navigate to Configuration → API Access Tokens

3. Generate a token with both SOAP and REST API access

4. Copy the access token and paste it into the AFI Copernica settings

5. Click Save Changes

Step 2: Create a New Integration

1. Go to AFI → Add New

2. You’ll land on the New Integration screen

🔹 Title

Enter a name like “Copernica Newsletter Signup”

🔹 Trigger

• Form Provider: Select your form plugin (e.g., WPForms, Elementor, Fluent Forms)

• Form/Task Name: Select the form you want to use

Step 3: Configure the Action

🔹 Platform

Select Copernica

🔹 Task

Choose Add Profile

This action will create a new profile in your selected Copernica database upon form submission.

Step 4: Map Fields

Once you select the task, the following options will appear:

🔹 Copernica Account

Select the account you saved in AFI Settings

🔹 Database

Choose the target Database where new profiles should be added
(Available databases will be fetched automatically)

🔹 Fields

Map your form fields to the appropriate Copernica fields. You’ll see all custom fields associated with your selected database.

💡 Note:

• Field types such as select may have predefined options. These will be displayed as a description during mapping.

Step 5: Save Integration

Click Save Integration to activate the connection.

🎉 That’s it! When a user submits your form, their data will be sent directly to your selected Copernica database as a new profile.

🔍 Troubleshooting

If the integration isn’t working:

1. Go to AFI → Log

2. Look for entries under Copernica and open them

3. Check for the following:

• Access Token is valid and has REST API permissions

• The selected database exists and is accessible

• Required fields were mapped and not left empty

• No API error message was returned