How to use the Woodpecker for WordPress plugin?

Our  Woodpecker for WordPress plugin allows you to integrate your Woodpecker account with your WordPress website. Use it to send the contact information of the prospects who filled out the form placed on your website directly into your Woodpecker campaign.

IN THIS ARTICLE

How it works
How to set it up
How to modify your form in Wordpress?

How it works

Install the Woodpecker for WordPress plugin that allows you to transfer your contacts’ information straight to Woodpecker. Use shortcodes available in the plugin to create forms that you can place on your Wordpress subpages. 

  • Whenever your prospects fill in the form on your WordPress page, their data will be sent to Woodpecker's main Prospects list or directly to the campaign of your choice. Also, we will mark those prospects with the tag #WORDPRESS, so you can easily find them among other of your contacts in the Woodpecker Prospects database. 
Please note

To use Woodpecker for Wordpress plugin you need to have an active Woodpecker account on the Team Pro plan or be an Agency user. Learn how to upgrade your plan.

How to set it up

Setting up your Woodpecker for WordPress plugin consists of 3 steps: 

  1. Downloading and installing the plugin.
  2. Creating your form using Woodpecker shortcodes.
  3. Finalizing the setup.

Step #1 Installation 

  1. Download Woodpecker for Wordpress from the WordPress plugin repository or add it from the ‘Plugins’ menu in WordPress. When looking for the plugin, search for “Woodpecker for WordPress”.
  1. Install and activate the plugin through the ‘Plugins’ menu.
  2. Open the plugin 'Settings' → 'Synchronization' and paste your Woodpecker API key. Remember to save changes!

Okay, you’re all set! Move on to the ‘Shortcodes’ tab. 

Step #2 Creating the form

To create your form you need to copy a shortcode from the Shortcodes tab and paste it in the Pages settings. The form will appear on the subpage of your choice. 

1. Open the 'Shortcodes' tab and copy the shortcode.

Shortcodes allow you to send prospect’s data to chosen Woodpecker destination. You can place multiple forms on your website and use one shortcode per each form.

Shortcode for main prospects list

Use this shortcode to send your prospects' data from WordPress into Woodpecker's main Prospects list.

Shortcodes for campaigns

Copy the shortcode connected to a specific campaign to send data directly there.

Here, you can also check the status of your campaign, the email address you use to send it from, and a shortcode assigned to it.

2. Open your Pages settings and paste the shortcode. 

Your form will appear on the subpage of your choice. You can place multiple forms on your website and use one shortcode per each form.

Here's the form example that will appear on your website:

Please note

The way your form looks depends on your Wordpress template. Go to ' Settings' → 'Form styling' to edit the look of your form.

What happens next?

Each prospect who fills in the form will appear in the Woodpecker Prospects database with the tag #WORDPRESS assigned to it.

Step #3 Finalizing the setup in Settings

Form fields

Map form field labels with Woodpecker fields, and manage them. Switch them off so they wouldn't appear on your form.

  • Field mapping is the process of connecting fields available in Wordpress to the Woodpecker fields when transferring the information. 
Form styling 

Style the look of your form. Change the color of the button or the font used in your form.

Messages

Create notification messages for the prospects who fill in your form.

  • Success message – informs the data has been transferred to Woodpecker successfully.
  • Error message – lets your prospect know that something went wrong.
  • Email already exists message – shows the information about a duplicate email address.
Privacy policy

Add information about your privacy policy. You can add a privacy policy link by using the HTML attribute.

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