Connecting Formidable Forms

When using the Formidable Form plugin in Wordpress, you will need to take some additional steps to connect it to Lead Gen & CRM.

This article shows how to connect a Formidable Form to Lead Gen & CRM. 

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Article Contents

• Generating Formidable Forms
• Modifying Code: Form ID Values
• Modifying Code: Post URL Values
• Modifying Code: Tracking Values
• Example Completed Code 

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Generating Formidable Forms

Non-developers can generate a Formidable Forms integration code with Lead Gen & CRM's Formidable Forms Integration Tool.

Modifying Code: Form ID Values

Due to the way the Formidable plugin handles submissions, you should not place native form code directly on the page. You still need to generate native form code, but you will need to add additional code and make some changes to your Wordpress functions.php file in order for it to work.

To modify Wordpress code, do the following:

You can track multiple Formidable forms on a page by placing your additional form code below the first form's code snippet within the same function. The supplied example code has multiple Formidable forms tracked on the same page.

Modifying Code: Post URL Values

Once the form_id code has been added to the functions.php file, you will need to insert a post_url code. The $post_url value comes from your native form embed code. It is the BaseURI value followed by the endpoint value.

To add post_url values, do the following:

When inserting lines for fields, the label on the left can be any alphanumeric value as long as it is does not include ?, /, \, or ().

This will be used for mapping the data to Lead Gen & CRM. Giving your field a descriptive name will make mapping easier. The number in brackets at the right of each line is the field number within Formidable Forms. 

Within Formidable Forms, checkbox groups will consider each checkbox a separate field. However, Lead Gen & CRM expects checkbox groups to be sent as a comma-separated list of values, which is the HTML standard for checkbox groups. If you have a checkbox group, its line should look slightly different.

In the following example, input 92 is a checkbox group. To have it work with a different field, replace the field’s ID number:

'Issues' => implode(',',$_POST['item_meta'][92]), 

Modifying Code: Tracking Values

Once the form_id and post_url code have been added, you can add a tracking cookie to the form. This field does not show up when mapping the fields, and it must always have the name of ‘trackingid__sb’ with two underscores.

To add tracking, do the following:

Example Completed Code

The supplied example code is fully formed with a single form (Formidable Form 6) being captured, along with relevant notes.

add_action('frm_after_create_entry', 'submitSharpSpring', 30, 2);

function submitSharpSpring($entry, $form_id){

if ($form_id == 6) { // This will be the form number as defined in Formidable. This is an example of capturing Form 6.
        // The below line is constructed using your native form code. The BaseURI value forms the first part of the URL, followed by the endpoint.
        $post_url = 'https://app-3QEBQFRBMQ.marketingautomation.services/webforms/receivePostback/MzYwt7A0MDS3BAA/f91c3547-be72-4429-b964-54f12e24d76c/';
        $body = array(

            // There should be one line for each field on your form. The name on the left is how Lead Gen & CRM will receive it. The number on the right
            // is the field number within Lead Gen & CRM.
            'first_name' => $_POST['item_meta'][83], 
            'last_name' => $_POST['item_meta'][122],
            'email' => $_POST['item_meta'][90],
            // The line below for 'Issues' is an example of how a checkbox group would be added. Only use this method of the field is a checkbox group.
            'Issues' => implode(',',$_POST['item_meta'][92]),

            // This line must be present in addition to your fields in order to grab the cookie and establish tracking on the device.
            'trackingid__sb' => $_COOKIE['__ss_tk']
            );

        $request = new WP_Http();
        $response = $request->post( $post_url, array( 'body' => $body ) );
    }
}