Contact Form 7 – InfusionSoft Add-on Plugin

An add-on for Contact Form 7 (CF7) that provides a straightforward method to capture leads, tag customers, and send contact form data to InfusionSoft. Supports HTML5 input types.

NOTE: This plugin requires Contact Form 7 version 3.9 or later.

This plugin is not offered, sponsored, associated with or endorsed by Infusion Software, Inc.

1. Unzip the downloaded plugin archive.
2. Upload the inner ‘contact-form-7-infusionsoft-add-on’ directory to the ‘/wp-content/plugins/’ directory on your web server.
3. Activate the plugin through the ‘Plugins’ menu in WordPress.
4. Navigate to the CF7 InfusionSoft Add-on Settings Page in the ‘Settings’ menu of your WordPress Dashboard.
5. Save your InfusionSoft App Name and API Key.

Please note that Contact Form 7 (version 3.9 or later) must be installed and activated in order for this plugin to be functional.

This plugin is not offered, sponsored, associated with or endorsed by Infusion Software, Inc.

1. 

   Upon plugin activation, a new options page will appear in your Admin Settings menu. Your InfusionSoft App Name and API Key will need to be set here before you can use the plugin.

2. 

   This add-on will add a new tag generator to the Contact Form 7 edit page.

3. 

   All InfusionSoft input types are housed under the tag generator. To add InfusionSoft fields to your form, generate a tag and copy it to the form. HTML5 input types are supported, but must be manually entered into the form.

4. 

   This add-on also adds a "Contact Tag" input field on each form edit page. These tags must already exist in InfusionSoft. To add multiple tags to a contact, simply input a comma-delimited list of tags (e.g. tag 1, tag 2, tag 3). Copy these exactly how they appear in InfusionSoft.

Why doesn’t this plugin do *insert feature here*?

If you have a feature suggestion, I’d love to hear about it. Feel free to leave a message on the Support tab of the plugin page, and I’ll follow up as soon as possible.

What contact data can I collect with this plugin?

This add-on currently supports collection of First Name, Last Name, Company, Email, Person Notes, and Phone Number. If enough people find this plugin useful, I will include any other Contact fields that are requested. If you have a feature suggestion, feel free to leave a message on the “Support” forum.

Can I use HTML5 with this plugin?

Absolutely! While the tag generator creates simple [text] fields by default, you can use HTML5 by manually creating tags, following the Contact Form 7 guidelines. For example, an HTML5 “email” input with a placeholder would look like: [email* infusionsoft-email placeholder "Email"].

How do I find my “App Name”?

Your App Name is the part of your InfusionSoft login URL that comes before .infusionsoft.com”. For example, if you login at https://wp123.infusionsoft.com, your App Name will be wp123.

How do I find my “API Key”?

To generate an API Key (also referred to as the InfusionSoft API Encrypted Key), please follow the how-to article in the InfusionSoft User Guide.

How do I tag contacts?

Tags must be created in InfusionSoft before they can be used with this plugin. Once a tag has been created, the “tag name” can be added on each contact form edit page. Contacts will be tagged if CF7 successfully delivers a message. If you want to add multiple tags to a contact, simply input a list of tags separated by commas (e.g. tag 1, tag 2, tag 3).

Can I contact InfusionSoft support, if I need help with this plugin?

This plugin is not offered, sponsored, associated with or endorsed by Infusion Software, Inc. If you need help finding your App Name, API Key, or adding contact tags, InfusionSoft support should be able to help you. However, as this plugin is not affiliated with InfusionSoft in any way, you’ll need to contact the plugin author via the Support Forum, if you need help with the plugin itself.

1.2.2

• Adds a “Website” input field to the Form Tag generator.

1.2.1

• Fixes bug caused by short-hand PHP array syntax in PHP versions 5.3 and below.

1.2.0

• Adds support for Contact Form 7 version 4.2+.

1.1.1

• Adds a “Person Notes” input field to the Form Tag generator.

1.1.0

• Adds support for adding multiple tags to contacts.
• Adds a “Company” input field to the Form Tag generator.

1.0.3

• Fixes a bug that prevented contacts from being added to InfusionSoft, if a tag was not supplied.

1.0.2

• Upgrade process for verifying that Contact Form 7 is installed and up to date.

1.0.1

• Modification to Form Tag generator
• Update Options page with link to InfusionSoft User Guide

1.0.0

• Initial version