Overview

Advanced Form Integration plugin allows you to integrate Happy Forms with EasySendy. When a user fills a form on your website, the plugin will send the data to your EasySendy account and create a Contact. You can add the contact to an email list.

2 Sample Contact Forms

Supported Features

  • Create Contacts (with custom fields). Add contact to email lists.

Requirements

  • The feature requires a Pro license. BUY NOW!
  • Make sure that the Pro version of the Advanced Form Integration plugin is installed and activated. You should have got the links in the email after purchase. You can also download it anytime by logging into the user dashboard.
  • Read plugin documentation for Happy Forms and EasySendy. It is not required but helpful for a better understanding.

Set up EasySendy API Connection

Before start, you are required to set up the EasySendy API connection in plugin settings.

  1. Go to the WordPress admin area, and click AFI > Settings.
  2. Select the EasySendy tab Here you need to save the EasySendy API Key.
  3. Go to your EasySendy account. Click on the account profile and select the API menu. Copy the Private key.
  4. Paste the Key in the Personal Access Token input box and click Save Changes.

Create New Integration

Once API connection is done 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 Happy Forms in Form Provider dropdown. Happy Forms plugin must be installed and activated otherwise you won’t see it listed. After selecting Happy Forms, all forms built under it will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.

Happy Forms – Trigger setup

Action

Select EasySendy in Platform dropdown.

EasySendy – Action

Map Fields

Map Fields section will appear where you’ll be able to determine which fields to send. Map Email, First Name, Last Name, etc. fields with their similar field in sender platform. Finally, click the Save Integration button.

EasySendy – Map fields

Conditional Logic

Please check the documentation on Conditional Logic .

Frequently asked questions

Troubleshooting

Still need help?

Reach our support team at [email protected]

Share This Article

Related Post

How to integrate Formidable Forms with EasySe

https://youtu.be/V5sXnlJT5U4 Overview Advanced F...

How to integrate Happy Forms with Capsule CRM

Overview By utilizing the Advanced Form Integration ...

How to integrate Happy Forms with Google Cale

Overview The advanced Form Integration plugin allows...