Creating a Form The first thing we’ll need to do is create a new form. We’ll create a different form for every different placement of the form on your website, so name this appropriately. In this example, we’ll call it “right_col_monthly_specials”. Simply navigate to the “Newsletter” link in the Apptivo section of your WordPress dashboard, enter in the form name … Continue reading
Posts Categorized: Business Site Plugin
Newsletter: Overview
The Newsletter feature allows you to easily insert a form onto your website which collects contact information for the use of newsletters, or other sorts of marketing lists. The newsletter forms automatically submit these users directly into Apptivo’s marketing tools, allowing for you to manage all of your data from a single platform. Apptivo Business Site Developer Guide Navigation << … Continue reading
Apptivo Business Site Plugin: Getting Started
Contact Forms: How it Works with Apptivo
Once a submission is received by the contact form, it will be sent to your Apptivo firm. To view the details of this submission, go to the Leads App. Once inside of the leads app, you’ll see a list of all leads in the system. For this example, we will only see a single lead, which was created when we … Continue reading
Contact Forms: Advanced Configuration
Custom Templates Custom CSS As mentioned in the basic setup, there is a custom CSS field for each contact form which allows you to define unique CSS styling rules at the form level. Many times your forms will need a little clean up to make them look nice and professional. Here is an example of a raw form with no … Continue reading
Contact Forms: Front-End Integration
The most common place you’ll insert a contact form will be within a “WordPress Page” that you create. For this example we have a page called “Contact Us”, and we’ll simply place a brief introduction along with our contact form on the page. Start off by editing your existing page (or creating a new one). Type in an intro message … Continue reading
Contact Forms: Basic Setup
Creating a Form We’ll start off by going to the “Contact Forms” page in the Apptivo section of your WordPress dashboard. From here, we’ll type in a name for our new contact form and click “Add New”. You want to create a name that clearly represents the purpose of this form, the name will be used as a “Lead Source” … Continue reading
Contact Forms: Overview
The contact forms feature of the plugin generates customizable contact forms which take submissions and convert them into sales leads that are sent to the business’s Apptivo Leads App. A website can have an unlimited number of contact forms, all with unique configurations so they can be managed and filtered from within the leads app. Apptivo Business Site Developer Guide … Continue reading
Apptivo Business Site Developer Guide
What’s in This Guide This guide will provide the training and information required to integrate the Apptivo WordPress plugin with a self-hosted WordPress website. The guide will cover the basic requirements and installation steps, as well as the details of customizing and utilizing all features of the plugin. Lastly, this guide will also provide examples of how Apptivo interacts with … Continue reading
