WordPress - WPForms

Connect Kiflo with your Wordpress site in order to track visits, send leads, customers and partner applications to Kiflo.

Overview

The integration relies on 2 WordPress plugins:

• Kiflo (https://cdn.kiflo.com/wordpress/plugins/kiflo_latest.zip): this plugin allows you to easily connect WordPress with your Kiflo account and provides an easy integration with WPForms.
• Contact Form by WPForms (https://wordpress.org/plugins/wpforms-lite/): this plugin allows you to build forms using drag & drop and the free version can be integrated with Kiflo.

Setup Kiflo WordPress plugin

To download, install and configure Kiflo WordPress plugin, please refer to this article: https://docs.kiflo.com/article/39-wordpress

WPForms integration

Install

From your WordPress administration menu:

• Click on "Plugins"
• Then click on "Add new"

From the "Add Plugins" page:

• In the upper right search bar, enter the name of the plugin: "Contact Form by WPForms"
• Press ENTER
• On the "Contact Form by WPForms" plugin card, click on the "Install now" button
• Then once installed, click on the "Activate" button

The plugin is ready to use!

Configure

You should see a new item on the main menu: "WPForms".

From here you can manage your custom forms.

Create or edit an existing form, then go to Settings and Kiflo:

The settings pane allows you to:

• Choose whether or not you want to send form data to Kiflo
• Choose the type of data you want to send (Leads, Customers or Partners)
• Map the form fields with the Kiflo custom properties

Partner sign-up form

When building a partner sign-up form you need to select Partners in the Form Type field.

Then you have 2 options:

1. Create a new partner application in Kiflo
2. Create a new prospect

Create a new partner application

Select the Program the partner applies to:

Then map the required fields:

• Main Contact's Firstname
• Main Contact's' Lastname
• Main Contact's Email

Create a new prospect

Leave the Program field empty. This will create a new prospect in Kiflo visible in the first stage of the prospection pipeline.