DirectIQ

Author: Nasir Ahmed 48 views

Overview

Advanced Form Integration plugin allows you to integrate many popular WordPress forms with the DirectIQ. When a visitor fills a form on your website, the plugin will automatically send the data to selected DirectIQ account and add as contact to preferred list.

Supported Features

  • Create Contact & add to List (Basic Fields)

How To Setup

Authentication

At first, you are required to activate and authorize your DirectIQ account on the plugin settings page.

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

Now find the DirectIQ tab at the top of the settings page click on that, You will be taken to the DirectIQ settings page, where you are to provide User Name and API Key then click on Save Changes button. Log in to DirectIQ go to MY ACCOUNT > Social Media & Integrations > API Integration where you wil find your API credentials.

Create New Integration

When the credentials are saved on the settings page, you can start creating new integration. Click on Add New under the AFI menu. The 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 DirectIQ in Platform dropdown. Then select Add Contact to List  in the Task dropdown.

Map Fields

Available Contact List will be auto-populated in the DirectIQ List drop-down. Select the desired one. You will find DirectIQ 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 that you want. Skip the fields that are not needed.

Save Integration

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

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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