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    Add ONTRAPORT Forms & Videos into WordPress

     

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    When adding a new post or page, you'll notice PilotPress has added the ONTRAPORT media icon, a merge fields drop down box, and an icon to allow styling of the login box. If you click the Add ONTRAPORT Media icon you can select all the videos, legacy Smart Forms, Order Forms, etc. that you have created in ONTRAPORT and insert it into the page editor. (Note that ONTRAforms cannot be inserted using this dialog at this time.) Show me

     

    Prerequisites

     

     

    How to Add Forms and Videos into WordPress

    1. Log into your WordPress Administration section.

    2. Add a new post or page.

    3. Click the Add ONTRAPORT Media icon.

    4. Select a Legacy Smart Form or other media from the selection box. (Note that ONTRAforms are not yet available using this method.) Show me

     

     

    How to Prefill ONTRAPORT Smart Forms in WordPress

    When a member is logged into your WordPress site, the ONTRAPORT merge fields can be used to display that member's first name, email address, etc. A frequent use of the merge fields was to prefill legacy Smart Form fields so the member can verify their information and submit changes. In July, 2015, WordPress changed their code due to unrelated security concerns and broke the ability to use prefill merge fields within the Smart Form itself. The following procedure can be used to prefill the first name, last name and email address field on all Smart Forms or Order Forms within WordPress:

    1. Design the post or page prior to adding the Smart Form

    2. Position the cursor where you want the Smart Form, click the Add ONTRAPORT Media icon and select the Smart Form to insert into the page

    3. Select the Text tab and position the cursor under the Smart Form code  Show me

    4. Underneath the Smart Form code, paste in the following Javascript code:

      prefill-javascript.png
      The Javascript code can be found in plain text on this pageexternal link.

    5. Publish the page

    6. To test the prefill script, follow these steps:

      1. Create a new Contact for testing purposes. Add a Membership level to the contact. Keep ONTRAPORT open to this contact record.

      2. Open a new private tab or window in your browser (see instructions for Firefox and Chrome).

      3. In the private tab or window, clear the cookies for your Wordpress site. This step is required. To see instructions on how to clear your cookies, click HERE.

      4. Go to the default WordPress login page by adding "/wp-login.php" to your domain: http://your-domain.com/wp-login.php

      5. Log in as your new Contact, go to the page you created with the Smart Form and verify the fields are prefilled.

     

    WordPress Integration Resources

     

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