How to add Engagebay Add On For Contact Form 7 in Wordpress

• To install correctly this engagebay-add-on-for-contact-form-7.zip .
• Fisrt Download the engagebay-add-on-for-contact-form-7.zip to your computer
• Extract/Open engagebay-add-on-for-contact-form-7.zip to Your Computer.
• Then, Find readme.txt file inside engagebay-add-on-for-contact-form-7.zip and Open readme.txt .
• Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
• Then, Follow the Tips Below.

Step-1 : Download " engagebay-add-on-for-contact-form-7.zip " to Your Local Computer.

Step-2 : Then, Login to your " yourdomain.com/wp-admin " Dashboard.

Step-3 : Then, Click on " Plugins " + " Add New " from left Side Menu of Dashboard.

Step-4 : Now, Click on " Upload Plugin " button.

Step-5 : Now, Browse " engagebay-add-on-for-contact-form-7.zip " Downloaded plugin from your computer, Where you downloaded " engagebay-add-on-for-contact-form-7.zip " According to Step – 1 Above then, click on " Install Now "

Step-6 : Now, Click on " Active Plugin "

Step-7 : Then, See left Side Menu. " Engagebay Add On For Contact Form 7 " folder is added on left Side Menu. Now, Click on " Engagebay Add On For Contact Form 7 " folder.

Noted that: If you do not see " Engagebay Add On For Contact Form 7 " folder on left Side Menu then, see at left Side Menu " Settings " or " Tools ".

Step-8 : Now you configure yourself oR Watch video tutorial below about Engagebay Add On For Contact Form 7 Configurations and Settings or How to work " Engagebay Add On For Contact Form 7 " in your WordPress site.

After Activated Plugin According to Step-6 then,

1. Go to " Plugins " + " Installed Plugin " from Wordpress Admin Panel Leftside Menu.
2. or Direct go to: https://yourdomain/wp-admin/plugins.php
3. Then, Find " EngageBay Add-on For Contact Form 7 " Activated Plugin from Plugin List.
4. Then, Click on " Settings " from Plugin that is EngageBay Add-on For Contact Form 7
5. Now, Edit/Add/Config the setting and Click on " Save Changes " button,

This plugin requires contact form 7 plugin to be installed as a requirement. Proceed with the below steps only after ensuring that you have contact form 7 plugin installed.

1) Install the EngageBay Add-on For Contact Form 7 plugin

Login to your WordPress admin panel, go to the ‘Plugins’ menu and click on ‘Add New’.

• Search for ‘EngageBay Add-on For Contact Form 7 forms’ in the WordPress plugin repository and click ‘Install Now’. Activate the plugin after installation. After activation, you will see the ‘EngageBay’ tab on your main menu.

• Download the EngageBay Contact Form 7 forms WordPress plugin from our website. Click ‘Upload Plugin’ to upload the plugin zip file and click ‘Install Now’. Activate the plugin after installation. After activation, you will see the ‘EngageBay’ tab on your main menu.

2) Create or set up EngageBay account

Click on the ‘contact’ option on left menu and hit ‘EngageBay’ tab and navigate to ‘Settings’. Login using your Engagebay Credentials. Create a new EngageBay account if you don’t have one from here .

3) Connect EngageBay account

In admin sidebar, Go to Contact -> Contact Forms, choose the Contact Form 7 Form that you’d like to integrate with EngageBay. Go to ‘EngageBay Integration’ tab

4) Map EngageBay fields with Contact Form 7 Form fields

Check ‘Enable’ option and map the Contact Form 7 Form fields to the EngageBay fields (email, contacts, company etc). After mapping all the fields, save the details.

5) Tag the forms

Enter the Tag name for the form and if you want multiple tag names, you can enter tag names separated with a comma and then click on Save Mapping. Copy the short code.

6) Add forms and test

Go to Pages in the sidebar and edit any one of the pages, paste the short code in the editor and update the page.

• Visit the site with the page edited above, fill the fields, submit the form and check if the Contact is added in the EngageBay along with the Tags.