Use it to send the contact information of the prospects who filled out the form placed on your website directly into your Woodpecker campaign.


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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.

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!

Image showing the Settings in the WordPress Woodpecker plugin

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 form.

Shortcode for main prospects list

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

Image showing the Shortcode for the main prospects list

Shortcodes for campaigns

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

Image with arrow poiting to icon which allows user to copy the shortcode from WordPress

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.

Image showing campaigns from Woodpecker with their statuses in WordPress

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 form.

View of the Pages settings in the WordPress

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

Image of the example form that can be created using Woodpecker WordPress Plugin

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.

Images with highlighted

Step #3 Finalizing the setup in Settings

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.

    Gif showing custom error massages

Privacy policy

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

Image showing the Privacy Policy settings in WordPress

How to modify your form in WordPress

You can change the look of your form and its setting by going to the ‘ Forms’ tab. On the right, you’ll see the preview of your form and on the left three different tabs to change it: Fields, Fields Settings, and Style.

Fields

In this tab, you’ll see fields that you can add to your form. They reflect snippets from our email editor so data put by your contact into those by default will transfer to a suitable snippet in Woodpecker.

Gif showing how to insret desired filed into WordPress form

You can change the mapping between fields and snippets as well as their labels in Fields Settings.

Fields Settings

To change the settings of a certain field simply click on it and then you can modify its mapping to Woodpecker, Label, and Validation message. You’ll as well find there a checkbox to mark if a certain field is required or can be left empty.

Gif showing how to set the Field Settings in Woodpecker WordPress plugin

You can also change the order of the fields by simply dragging and dropping them.

To delete a certain field simply click on a red link ‘Delete this field’.

Gif showing how to delete field from the form

Style

This tab allows you to adjust the appearance of your form. You can change the button label which by default is set to ‘Send’, as well as decide if you want to customize its colors.

Gif showing how to customize the look of the Woodpecker Form in WordPress

By default, your WordPress form will adjust its look to your installed theme.

If you decide to do so you can change the colors of the font, button, and its color while the contact is hovering over it.

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