FloForms ShootQ Integration
The following article explains how to set up our ShootQ WordPress Integration with our FloForms Plugin. For this extension to work you’ll need to first have installed our Flo Forms plugin. If you are a FloForms Pro user, you have access to download the plugin from your Flothemes download account as part of your Pro membership. If you are a FloForms free user, you can purchase the FloForms ShootQ plugin here.
If you are a Pro user, download the plugin from your downloads section in your account page. If you are a free user, purchase the plugin first and download it from your user account page. Once downloaded you’ll have a .zip file named Flo Forms ShootQ Integration.
To upload the plugin, go to your WordPress admin panel, go to plugins, and “add new”, then “upload plugin”:
From here you can select your plugin, or drag and drop it into the Choose File section, and then hit install now:
Once it’s uploaded, activate the plugin:
Now the plugin is activated, you will have a new settings option in the Flo Forms Settings area.
Connecting Flo Forms and ShootQ
Now that you’ve activated the plugin, and created your Flo Form you’ll want to link your form to your ShootQ account, and then you’ll want to map your fields to relevant fields in ShootQ.
But before that, it is necessary to select which ShootQ version you are using, Legacy or New. This is done in the FloForms ShootQ Integration Settings:
New System: ShootQ Form Template ID
To find the Template ID, on ShootQ end, open the form you are working with,
find the ‘Form Link’, and copy the ID from the link
Legacy System: ShootQ API Access Key
And for the Legacy system fill in the API access Key:
To get your ShootQ access key and brand abbreviation, login to ShootQ and then go to the integrations section here.
You’ll want to make sure you’ve enabled the public API key, then copy the details and put them into the Flo Forms Settings area:
Mapping Your Fields
Finally, you’ll want to map the relevant fields in your form to link to fields directly in your CRM fields. For fields that aren’t mapped, they’ll be added to the notes section in ShootQ. To do so is simple:
Step 1. Select Form
First choose a form that you want to map, then you’ll have all the options available to map:
Step 2. Map Fields
Next, select the options you want to map to the relevant shootQ fields:
Step 3. Save and Test
Save the mapping options on the right-hand side. Then go to your contact page and test the form. You should now be receiving inquiries as new leads in ShootQ.
Using Hidden Fields
There will be instances where you need to pass through the shoot-type field. In many cases, you can use a drop-down menu and let the user choose the option (they should match the fields present in your CRM). However, if you will only ever have one Shoot Type when building your form with Flo Forms, create a “hidden field” and pass the information to the CRM.