Woodpecker.co

Author: Nasir Ahmed 47 views

Overview

Advanced Form Integration plugin allows you to integrate any sender platform to Woodpecker.co. When a user fills a form on your website, the plugin will send the data to your Woodpecker.co account and create Prospect with custom fields & tags. You can also add the Prospect to a campaign.

Supported Features

  • Create a new contact with all basic (First Name, Last Name, Email) fields.

  • Additionally supports custom fields, tags. It also allows adding the prospect to a preferred campaign.
    Pro

How to Setup

Obtaining Woodpecker.co API Key

Before start, you are required to save the API Key in plugin settings.

  1. Go to the WordPress admin area > AFI > Settings menu and activate woodpecker.

  2. Go to woodpecker.co and login with your account.

  3. Go Settings>Integrations>API Keys

  4. Click “Create A Key” and Copy API Key

  5. Go to the WordPress admin area, click AFI > Settings.

  6. Select the Woodpecker.co tab.

  7. Paste the API key in the Access Token input box and click Save Changes.

Create New Integration

Once API Key is saved you can start creating new integration. Click on Add New under 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 when there is multiple integrations setup.

Trigger

Select Correct Form in From Provider drop-down. The desired Form plugin must be installed and activated otherwise you won’t see it listed. After selecting Correct Form, all forms built under that Form will be fetched and auto-populated in the Form/Task Name drop-down. Select the form that you want to integrate.

Action

Select Woodpecker.co [PRO] in Platform drop-down.

woodpecker.co map fields
Woodpecker.co – Action Setup
Map Fields

Available campaign lists will be auto-populated. Select the desired one. Map Email, First Name, Last Name, Phone, Spouse details, etc., and other fields that you want. Skip the fields that not needed. You can also add tags and custom fields.

woodpecker.co integration
Woodpecker.co – Map 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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