EasySendy

Author: Nasir Ahmed 51 views

Overview

The Advanced Form Integration plugin allows creating connections to EasySendy from many popular WordPress forms. When a user fills a form on your website, the plugin will instantly send the data to your EasySendy account and create a contact in the preferred list. You will be also able to add tags and custom fields.

Supported Features

  • Create a new contact with basic fields (First Name, Last Name, Email) and add it to a preferred list.

  • Custom fields Pro

How To Setup

Obtaining EasySendy API Key

At first, you are required to save the API Key in the plugin settings.
  1. Go to the WordPress admin area > AFI > Settings menu and activate EasySendy.

  2. Select the EasySendy tab.

  3. Login to your EasySendy account, clock on the profile dropdown on top right corner of the dashboard. Select APIs. 

  4. Generate new API key if needed. Then copy the Public API Key.

  5. Paste the Key in the API Key input box and click Save Changes.

Create New Integration

After the API Key is saved 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 EasySendy in the Platform dropdown. In the Pro version, you’ll get another option called EasySendy [PRO]. Select that one. Then select Subscribe To List option in the Task dropdown.

easysendy - afi basic plugin
EasySendy – AFI Basic

The basic free version of the plugin will have the EasySendy contact list, email, first name and last name fields available.

easysendy - afi pro plugin
EasySendy – AFI Pro

The Pro version of the AFI plugin will allow you to use all the contact fields e.g., additionally added custom fields..

Map Fields
easysendy map fields
EasySendy - map fields

Available contact lists will be auto-populated in the list drop-down. Select the desired one. You will find EasySendy 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, Name, etc., and other fields that you want. Skip the fields that are not needed.

Custom Fields: You will also be able to send custom fields in the Pro version of the plugin. When you will select a contact list from the drop-down, the plugin will fetch all the additional fields that were defined under that list. Map those like other fields.

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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