- Upload attachments to Mautic contacts.
- Assign users to contacts and companies
- Assign Company to contacts
- Add CRM entry notes
- Add contact to a segment
- Add contact to a campaign
- Assign tags to contacts
- Manually sync data
- Save form submissions
- Add notes to submissions
- Edit CF7 submissions
- Export CF7 submissions as CSV
- Additional information about submission
2.Pre-Requisites To Work With CF7 Integration with Mautic
Contact Form 7 is a conventional plugin to create contact forms. It includes multiple features and functionalities. However, it doesn’t provide any specific feature to sync form data with the CRM like Mautic.
Therefore, this plugin helps you in syncing all your form submissions and entries over Mautic, and to do so, you must have the following conditions fulfilled.
- You must have the Contact Form 7 plugin installed and activated.
- You should have an active Mautic account.
- Get the MWB CF7 Integration with Mautic installed and activated. It is the free version of the plugin and you can get it on WordPress.org or download it from here, directly.
3.Install & Activate The Mautic CF7 Integration Plugin
Note: If you already have the .zip file of the plugin, please proceed with the installation process else buy the plugin to proceed further.
- Go to the WordPress admin panel > Plugins > Add New > Upload Plugin.
- Click on the Choose Plugin option and select the downloaded .zip file of the CF7 Integration with Mautic plugin.
- Click on “Install Now”.
- Go to Plugins > Installed Plugins > CF7 Integration with Mautic. Click on “Activate” to enable the plugin.
After your plugin is installed and activated, you’re all set to proceed ahead with the connection and authorization process.
4.1.Basic Authentication Type Setup
Follow the steps below to proceed with the basic authentication type –
- Select the Authentication Type as “Basic” from the drop-down menu.
- Add your Username, Password, and Mautic URL.
- Click on the “Authorize” button.
Note: The short guide is attached below to guide you through the Basic authentication process.
Critical: You don’t need to enable the API keys in the Mautic account while using Basic authentication.
4.2.OAuth2 Authentication Setup
Note: The oauth2 Authentication type requires you to enable the API keys for a more secure connection.
To Connect your Mautic Contact Form 7 integration plugin using the OAuth2 authentication type, follow the steps below –
- Select the “OAuth2” from the Authentication Type drop-down menu.
- Add your Client ID, Client Secret ID, and your base Mautic URL.
- Click on the “Authorize” button.
Note: You can generate your Client ID and Client Secret ID from the API Credentials tab of your Mautic Settings menu. For more information, refer to the short guide attached below or connect with us.
After you submit all the required information, click on Authorize. If you’re establishing the connection for the first time, you’ll be prompted with a window asking for the permissions. Click on “Accept” to proceed.
Once the authorization completes, you’ll be notified with the “Setup Completed Successfully with CF7 Integration with Mautic” message. Click on “View Dashboard” to proceed further with the plugin.
This section will help you learn more about the plugin features and how they work.
Once your authentication process completes successfully, you’re redirected to the Dashboard. The dashboard of the CF7 Integration with Mautic includes basic information like –
- The connection details and status
- Buttons to Re-Authorize” or “Disconnect” the connection.
- Synced Contact Forms details
- Total CF7 form submissions
- Resources to help you in case of doubts and confusion like documentation, support, and contact us links.
- Mautic Connection Status: This section of the dashboard includes the connection details like connection type, last token expiry period, connected instance, and buttons to re-authorize and disconnect.
- Synced Contact Forms: This section of the CF7 integration with the Mautic plugin dashboard shows the count of total Contact Form 7 forms synced over Mautic and also contains a link to the data sync log tab.
- Documentation, Support, Connect: The last section of the dashboard includes direct links to help you out in your preferred ways, in case of any confusion or problem in understanding the plugin.
Feeds are the association rules that help you to map the contact form fields with the Mautic objects to sync the data in a more organized manner.
5.2.1.Add New Feed
To Add New Feeds, you must ensure to select the contact form from the drop-down menu that you wish to create feeds for. Then follow the steps as below –
- Go to WordPress Dashboard > Contact > Mautic > Feeds > Select Form > Add Feeds
- New Feed Page will open. Add the feed name and fill in the required feed details before you “Publish” the feed. the admin can name it.
- Select Form: Select the CF7 form from the drop-down menu that you want to create feeds for.
- Select Object: Select the object you want to associate your CF7 form data fields with Mautic fields. This Mautic CF7 Integration plugin provides 2 objects to select from – Contact and Company.
- Map Fields: Add the fields to your feed first before you proceed with the mapping. Once the fields are added, go to “Map Fields” settings and select the “Field Type” as “Standard Value” or “Custom Value”. Then select the “Field Value” to be mapped from the drop-down menu. Field Value options include the fields from your selected forms.
- Add New Field: To map your contact form 7 data fields with Mautic, you need to first add the required fields. You can select the fields from the provided options and then click on “Add Field”.
The CF7 Integration with Mautic plugin provides a detailed log of all the contact forms submitted and synced over Mautic. The Logs table includes data like –
- Feed ID
- Mautic Object
- Mautic ID
Note: Please ensure that the data logs feature is enabled under the settings tab for the data to be visible in the logs tab.
To track and read the logs table, follow the steps below –
- Go to Dashboard > Contact > Salesforce > Logs.
- To clear logs data, click on the Clear Log button.
- To download the logs data, click on the Download button. All the data visible on the Logs will be downloaded in the CSV file format.
The CF7 Integration with Mautic plugin allows you to save the contact form 7 submissions to sync manually, later. There’s a separate tab Submissions in your admin panel that shows the number of contact form submissions saved.
- Go to Dashboard > Submissions. The submissions page with all the contact form submissions saved will appear.
Note: You can filter the saved forms on the basis of the date modified and export the list in the CSV file format.
You can edit the saved form details before syncing it over Mautic. This tab also includes options to select the CRM for syncing the saved form along with the details of form submission. The Add Notes feature allows you to add the priority order (Hig, medium, low) while syncing the form over Mautic.
To edit the saved form submission, follow the steps below –
- Go to Dashboard > Submissions.
- Select the form submission you want to edit. The above window will appear.
- Click on the pencil icon to edit the fields data.
To print, the individual saved form submission or to save it as a PDF, follow the steps below –
- Go to Dashboard > Submissions.
- Select the form submission you want to print.
- Click on the Print icon to print the form submission.
- Adjust the print settings and click on Print or Save to proceed.
The settings tab of the CF7 Integration With Mautic plugin includes the features that can help you to change the general environment of the plugin. Follow the steps below to go through the Settings tab options.
- Go to Dashboard > Contact > Mautic > Settings
- Enable/Disable the features according to your requirements. Click on the Save Changes button when done.
Swipe this button right to start the logging of all the form data synced over Mautic.
Swipe this button right to delete all the plugin data when uninstalling the Mautic CF7 Integration plugin, automatically.
Enabling this setting will give the plugin permissions to send the error notifications during the form submissions when connected via the REST API. When the setting is enabled, you’ll see a meta box appear exactly below this feature. Input the email address you wish to receive the error notifications on.
22.214.171.124.4.Delete Logs After N Days
After a particular set number of days, the logs of the form submissions will automatically be deleted. Mention the number of days in the box provided.
126.96.36.199.5.Do Not Save Submissions
Swipe this option right if you don’t want to save the contact form submissions in the Submission tab. Also, enabling this feature will restrict the manual submission syncs of the form.
188.8.131.52.6.Do Not Track Forms
The admin can add the selected contact forms in the meta box here. All the mentioned forms here will not be synced over Mautic nor any of their submissions.
184.108.40.206.7.Disable IP Tracking
Swipe this setting right if you don’t want to track the IP address of the form submissions.
After purchasing the CF7 Integration With Mautic, You’ll also get a License/purchase code. This purchase code ensures that you have the licensed version of the Mautic CF7 integration plugin, i.e., the security of your data is intact.
To Validate the plugin and to add the license code, follow the steps below –
- Go to Dashboard > Contact > Mautic > License
- Enter the Purchase code. Click on Validate.
Important: If the license key is not activated within 30 days of the purchase, the admin might lose data and the plugin will become dysfunctional.
The CF7 Integration with Mautic sends all CF7 data submissions to Mautic CRM and classifies them based on various objects and Mautic modules assigned.
Yes. You should have the following for the proper functioning of this plugin:
- The latest version of the free MWB CF7 Integration with Mautic
- Mautic CRM account (You can also sign up from the Mautic Accounts tab)
- CF7 Plugin
The admin needs to have the Mautic account or can directly sign up using the link we have provided in our plugin’s Mautic Account tab and then select the Mautic Domain. Then enter the Client ID, Secret Key, and the Redirect URL after generating it following the instruction shared in a plugin which can be seen by clicking the plus icon in the top right corner.
For creating Mautic feeds, you need to select the following details:
- Select Contact form
- Mautic Object
- Field Value
- Conditional Statement
- Primary key (optional)
Yes, this can be done using CF7 Integration with Mautic. According to the Mautic modules, the admin can add as many feeds as he wants. In the same way, the admin can also add new fields by filling the field value and field type. The steps involved are as follows:
Go to Dashboard > Contact > Mautic > Add New Feed > Select Field > Add New Field