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How to guide : Premium WordPress vtiger secured Lead and contacts capture plugin

Description

A easy plugin to integrate WordPress lead capture and contact form directly to vtiger crm. Wp-tiger-pro plugin helps to easily capture leads and contacts to vtiger crm from your wordpress through a contact form. You can change the field label, can change the position of the fields, show or hide the fields from wp admin interface itself. Short codes to generate contact form in page, post and as well as in widgets.

Current Plugin Version : 3.1.0

How to Install wp-tiger pro in wordpress.

Wp-tiger-pro is very easy to install like any other wordpress plugin. No need to edit or modify anything here in code.

1.    Unzip the file ‘wp-tiger-pro.zip’.

2.    Upload the ‘ wp-tiger-pro ‘ directory to ‘/wp-content/plugins/’ directory using ftp client or upload and install

wp-tiger-pro.zip through plugin install wizard in wp admin panel.

3.    Activate the plugin through the ‘Plugins’ menu in WordPress.

4.    After activating, you will see an option for ‘Wp tiger’ in the admin menu (left navigation).

Configuring wp-tiger-pro

  • Once the plugin is installed and activated, wp-tiger-pro menu should be visible in left column.
  • By clicking the wp tiger menu you can access the settings page as in screenshot01. (Refer Snap shot 01)
  • Enter your host address, Username, access key and application key details Host address is the path location to your vtiger crm. (Refer Snap shot 02)
  • You can get the access key from vtiger admin dashboard >> My Preferences >> User Advanced Options as in screenshot 03.  Eg. Z9mtMZzQ5eliTVqK  (Refer Snap shot 03)
  • For application key go to your config.inc.php in vtiger root
  • Search for application_unique_key

Eg. $application_unique_key = ‘d27f7a4e7c43f07bfbd377caf8c9b33a';

  • If you enable captcha enter the public key and private key details.
  • To get a free account please visit http://www.google.com/recaptcha and create one like in screenshot 05. (Refer Snap shot 05)
  • Save the settings
  • Once the settings are saved, you can go to Lead fields menu.
  • Initially you need click the sync crm fields button to retrieve all fields from vtiger crm. (Refer Snap shot 06 & 07)
  • You can see all the fields now, select the required fields and hit active selected to make it active.(Refer Snap shot 07)
  • You can also select and make inactive if needed (In screenshot no 1 & 2). By default all fields are active. (Refer Snap shot 08)
  • Those fields are mandatory in vtiger can’t be altered from wp admin.
  • Those fields are show with green tick and Red Cross icons, to show it is active or not (In screenshot no 3).
  • You can arrange and shuffle the field orders and save as your wish (In screenshot no 4)
  • Also you make some extra fields as mandatory in some cases. (In screenshot no 5)
  • To generate the form in a page or post use the short code [smack-wp-tiger-leads] as in snap 09. (Refer Snap shot 09)
  • Your form should look like (Refer Snap shot 10)
  • Same process should be done for contacts form settings. (Refer Snap shot 11 & 12)
  • For widgets also same process but to use only two or three fields to suite the widget fields. (Refer Snap shot 13)
  • Use the widget short codes for widget area. (Refer Snap shot 14)

 Features

  1. Can get fields directly from vtiger to wordpress
  2. Options to enable / disable and make fields mandatory
  3. Can Change the position of the fields.
  4. Can Change the display label of the fields.
  5. Short code to integrate form in post / page
  6. Separate short code to integrate form even as widget in sidebar
  7. Recaptcha to reduce the risk of using bots and Automated programs usually written to generate spam.

Changelog

1.0 – This is the Pro version. Tested and found works well without any issues.

Upgrade Notice

1.1 – Updates are scheduled to release on Jan 2013.

Support & Feature request

Please mail to info@smackcoders.com for any support and help.

By |January 28th, 2014|0 Comments

How to guide : Free WordPress vtiger -Lead capture plugin

An easy to use plugin integrates Word Press contact form captured directly to vtigerCRM as leads/contacts. Wp-tiger plugin helps to easily capture leads to vtigerCRM from your word press through a contact form. Short code are available to generate forms to be displayed in page, post. And also separate short code available for widget display in sidebars and other widget areas as well.

Features

  • Admin can fetch vtigerCRM lead/contact fields directly to wordpress forms.
  • Options to enable/disable and make fields mandatory.
  • Short code to integrate form in post / page.
  • Separate short code to integrate form even as widget in sidebar.
  • Capture WP members to vtigerCRM contacts.

 

In Pro version you can enjoy most advances features like

  • Unlike free version, the pro version uses Web services to communicate with vtigerCRM.
  • Capture both lead and contacts from wordpress to vtigerCRM.
  • Change the position order of the fields from wp dashboard itself.
  • Change the display label of the fields
  • Set mandatory fields using wp-tiger pro options.
  • Add Captcha feature to reduce risk of spam bots.
  • Can generate shortcodes separately for page/post and mini widget forms to accommodate within any theme sidebar. So no design modification needed.
  • You can sync old registered members to vtigerCRM contacts.VTiger CRM Mailchimp

Additional Features for Free Version

Feel free to request for the new features. Requested features will be added in next release based on the effort involved. Additional features are under development. Please check back again for updated version.

 

How to Install wp-tiger in wordpress

Wp-tiger is very easy to install like any other wordpress plugin. No need to edit or modify anything here.

  1. Unzip the file ‘wp-tiger.zip’.
  2. Upload the ‘ wp-tiger ‘ directory to ‘/wp-content/plugins/’ directory using ftp client or upload and install wp-tiger.zip through plugin install wizard in wp admin panel.
  3. Activate the plugin through the ‘Plugins’ menu in WordPress.
  4. After activating, you will see an option for ‘wp-tiger’ in the admin menu (left navigation).

 

How to configure wp-tiger

Just add details to vtiger crm db host name, db credentials, url path and Application key. Db host name is the location of your vtiger db, the db username and pasword. Url path is the path to to your vtiger install. Application key is from the config.inc.php file from the root of your vtiger crm install.

 

Screen Shots 

 

Frequently Asked Questions

  1. Why wp tiger free?This plugin helps you to capture leads using a from or widget directy to your vtiger crm. Also you can optionally catch or sync from wp members database to vtiger.
  2. How to install wp-tiger?Like other plugins wp-tiger is easy to install. Upload the wp-tiger.zip file through plugin install page through wp admin. Everything will work fine with it.
  3. How to configure wp-tiger?In plugin settings provide your vtiger crm db host name, db credentials, url path and Application key. Save it will redirect to form fields tab.
  4. How to get vtiger crm Application key?You can get the application key from the vtiger crm config.inc.php file from the root.
  5. How to create form in a page/post?After settings are configured, go to form fields menu. Choose the fields to display and save. Now you can copy & paste the shortcode [display_contact_page] in any page/post.
  6. How to create form for widget?Go to widget fields menu. Choose the fields to display and save. Now you can copy & paste the shortcode [display_widget_area] for widget in any page/post.
  7. Why i am getting “Failed to add entry in to vtiger CRM. Error Code: INVALID_USER_CREDENTIALS, Error Message: Invalid username or password”?This is because the access key is not same in Webforms.config.php as in my preferences. You need to get the correct access key from vtiger My preferences and replace it in “yourvtiger/modules/Webforms/Webforms.config.php”.
  8. How member capturing works?By default email, first name and last name are captured if available. In case of default wp member, last name will be username with email is captured as lead. This works well with any membership plugin. No even to worry about what type of member plugin are used.

 

Support and Feature requests.

For quick response and reply please create issues in our supportinstead of wordpress support forum. Support at wordpress is not possible for now.

By |January 28th, 2014|0 Comments

Easy Lead capture Vtiger Webforms and Contacts synchronization Change Log

This post has the change log details of Easy Lead capture Vtiger Webforms and Contacts synchronization plugin. This plugin is available in WordPress Site too .

New in version 3.1.0

  • Security measures added on handling VtigerCRM credentials.
  • Vtiger6 support added.

New in version 3.0.4

  • Hard reference issue fixed.

New in version 3.0.3

  • 3.6.1 compatibility updates.
  • Important Bug fixes to avoid function redeclare conflict issue with other plugin.

New in version 3.0.2

  • 3.6.1 compatibility updates.
  • UI issues solved.

New in version 3.0.1

  • Installation method changed
  • 25% coupon added for WordPress Community Members

New in version 3.0.0

  • User Interface changes and improvements
  • code optimizations
  • Compatibility test for 3.5.2

New in version 2.5.0

  • Fixed the Javascript Errors.
  • Updated to WordPress-3.5.1 compatibility.
  • Plugin icon added.

New in version 2.1.0

  • Added more details in readme.
  • Added donate button.
  • Css issue fixed.

New in version 2.0.0

  • Capture WP members to VtigerCRM contacts
  • Major usability changes and updates to ease the over all process

New in version 1.1.0

  • Important security issue fixed.
  • Widget Design issue fixed.
  • Updated post method type.
  • No need to configure success / failure urls in VtigerCRM.
  • Added success / failure messages in WP itself.

New in version 1.0.0

  • This is the basic version. Tested and found works well without any issues.
By |January 14th, 2014|0 Comments