Zoho Campaigns

Author: Nasir Ahmed 80 views

Overview

The Advanced Form Integration plugin allows to integrate many popular WordPress forms with Zoho Campaigns. When a user fills a form on your website, the plugin will send the data to your Zoho Campaigns account and create or update a subscriber in the preferred list or event.

Supported Features

  • Subscribe To List (Basic Contact Fields)

  • Subscribe To List (Basic & Custom Fields)
    Pro

How to Setup

Authentication

Before start, you are required to authorize your Zoho Campaigns account on the plugin settings page.

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

Now find the Zoho Campaigns tab at the top of the settings page click on that, You will be taken to the Zoho Campaigns settings page, where you are to provide Client ID and Client Secret then click on Save Changes button. (How to find Client ID is instructed in Zoho Campaigns settings page)

zoho campaigns authorization

Create New Integration

After the settings part completed 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 drop-down. 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 drop-down. Select the form that you want to integrate.

Action

Select Zoho Campaigns or Zoho Campaigns [pro] in Platform dropdown. Then select Subscribe to List in the Task dropdown.

Map Fields

Available Mailing List will be auto-populated. Select the desired one. For basic version you are only to add email and name fields. You will find Demio 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 that you want. If you are using pro version you will be able to add all the fields including custom one. Map Email, First Name, Last Name and other fields that you want. Skip the fields that are not needed.

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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