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Plugin Description
The SmartTouch NextGen Form Builder is a plugin that allows you to build and integrate SmartTouch NextGen CRM forms in your WordPress website with the help of shortcode functionality. Building and integrating a fully functional SmartTouch NextGen CRM form takes only a few minutes, and you won’t have to login as an administrator to create and manage forms for your website!
This plugin will join with your SmartTouch NextGen CRM cloud account after verifying “Account Name,”User Name” and “Access Token Key” (based on oAuth REST, these will be shared by SmartTouch NextGen Account Executives with approved SmartTouch NextGen customers). The SmartTouch NextGen CRM forms work as a one-click preference web-to-leads form that pushes captured data from your WordPress websites to SmartTouch NextGen CRM and updates a buyers lead score.
In order to use this plugin you will first need a SmartTouch account. Please contact our sales team at sales@smarttouchinteractive.com to obtain an account with API credentials.
Features
- Easy integration with your WordPress site and SmartTouch NextGen CRM to capture web-to-leads
- Add fields with one click
- Drag-and-drop reordering
- Automatically stores form entries in your WordPress database tables
- JQuery Form Validation without conflicting with other existing jQuery versions
- Redirect to a WordPress Page or a URL
- Contact Fields for the SmartTouch NextGen CRM form can be accessed easily through REST API’s working oAuth token key
- Custom Fields for SmartTouch NextGen CRM can be easily accessed depending on the role of an individual client
- Shortcode works on any Post/Page
- Embed Multiple Forms on a Post/Page
- One-click form duplication (copy a form you’ve already built to save time)
- Use your own CSS (if you want) on individual fields
Field Types (Contact Fields of SmartTouch NextGen CRM)
- Text input
- Textarea
- Checkbox
- Hidden Form Field (for Lead Source capturing to SmartTouch NextGen CRM)
- Radio (multiple choice)
- Single and Multi-Select Dropdown
- Address (Street, City, State, and Zip)
- Date (UI Date Picker)
- Email
- URL
- Currency
- Number
- Phone (US format only)
Entries
Customized Confirmation Messages
- Control what is displayed after a user submits a form
- Display HTML-formatted text
- Redirect to a WordPress Page
- Redirect to a custom URL
SPAM Protection
- Automatically included on every form
Screenshots
No screenshots provided
