=== Contact Plus === Contributors: BPMContext Tags: contact, form, database, lead management, send email, intranet plus, bpmcontext, cf7, Contact Form 7 Requires at least: 3.5.0 Tested up to: 4.7 Stable tag: 3.1.9 License: GPLv2 or later License URI: http://www.gnu.org/licenses/gpl-2.0.html Connect your existing contact forms to workflow so you can manage leads more effectively. == Description == Contact Plus is a password protected, single-page area in your WordPress site. The workflow features let you use routing tools to assign specific inquiries to people on your team. You can automatically route Contact Us form submissions to marketing, Sales Quote forms to sales and Customer Support forms to operations. Team members can manage these inquiries in the front end of your WordPress site. > #### Latest Features #### > #### Added Compatibility with Ninja Forms #### > Now works with Ninja Forms (version 3.0 or later) > #### Admin Auto Subscribe Users #### > Administrators can set the subscription preferences for their team members. Set a subscription to activities when you want your team members to get an email notification. For example, subscribe your team to Announcements to trigger an email each time a new announcement is published. > #### Admin - Create and Edit Rights Management #### > Administrators can set up create and edit rights for each workspace template using the Workspace Designer. Set user edit rights to allow users to view content only. Set user create rights to allow specific users to publish content. > #### Premium features for managing contact form submissions and tracking responses #### > Email piping - sends inbound email messages to ContactPlus to use workspace workflows rather than email inbox. > Email tracking - Respond to inquiries and track responses in ContactPlus. Provides read confirmation when the recipient reads the email. > Custom email formats for notifications and auto reply - Use your logo and add your message to auto reply email #### Works with form plugins from WordPress Use with WordPress form plugins. Forms are used for lead generation, sales quote requests, customer service inquiries and more. Currently compatible with: > * Contact Coldform > * Contact Form 7 > * Ninja Forms (3.0 or later) > * Quick Contact Form > * Responsive Contact Form > * Simple Basic Contact Form #### Secure and private area on your website #### * The Login page provides password protected access to your private data. * Login is restricted to invited users. * Works in multisite. * Separate role types for users and administrators. #### Collaborate with your team in other departments Turn inquiries into tasks and assign the inquiry to team members. The workspace pages display your form submission content and includes a place to add and organize text, attachments and discussions. Data from your form fields are saved along with site visitor analytics such as geo location. Admins can configure fields to track approval status and other details too. #### Monitor and manage sales, service and support inquiries #### Get instant access to all your inquiries. Track data from contact forms by department and get visibility to who is doing what. Contact Plus keeps communication relevant, pushes email alerts to subscribers and streamlines the process for service, sales, marketing and operations. #### Visualize your open requests The Contact Form Summary section keeps everyone informed when an inquiry is open or closed. Monitor open inquiries assigned to you or your team for every form on your site. Plus, inquiries are geolocated and displayed on a map so you can quickly see where your inquiries originate. #### Connect multiple forms Do you have more than one form on your website? All of these forms can be connected to one account organized by department and assigned to one person. Multiple people can subscribe to the form and all will get an email alert. #### Connect multiple websites Install the plugin on all your websites. Your account is accessible using a private login that is password protected to secure access to data your Contact Plus account. #### Workspaces create context for collaboration #### * Workspaces are structured in a parent-child hierarchy. * Each workspace type is named for a process or type of content that it contains. * Create new workspaces to publish and share content. * Each workspace includes areas for content, discussions and uploaded files. * Create custom workspaces using the Workspace Designer. This plugin provides Contact Plus, the free version of the fully extendable intranet, extranet, workflow service from BPMContext. User administration and setup is managed within the plugin. A BPMContext account is required, which is free and can be setup when you install this plugin. > This plugin is also compatible with our other plugins including: > > * [Client Suite](https://wordpress.org/plugins/bpmcontext-client-suite "Client Suite") - extranet features to collaborate with clients > * [Intranet Plus](https://wordpress.org/plugins/bpmcontext "Intranet Plus") - intranet features to collaborate with team members > * [Intranet Plus Dropbox](https://wordpress.org/plugins/bpmcontext-dropbox " Intranet Plus Dropbox") - use Dropbox for file storage == Installation == A BPMContext account is required, which is free and can be setup when you install this plugin. 1. Upload the plugin files to the `/wp-content/plugins/bpmcontext-contact-plus` directory, or install the plugin through the WordPress plugins screen directly. 2. Activate the plugin and follow the on-screen directions to get started. For help with theme compatibility contact us customer.service@bpmcontext.com == Frequently Asked Questions == = How do I know the form is connecting? = After you connect the form and get your API key, test the form is sending data by sending a test message. Send the message then login to your Contact Plus account. You should see an open inquiry in Contact Form Summary widget and a notification for a new Contact Form under Main Menu. = How does an open inquiry become closed? = Go to the Contact Form page. Go to Workflow button and select Close. Other options include sub route, which lets you select a person to notify that they are now assigned to the task. = Can I delete spam inquiries? = There is no delete at this time. The best option is to add a Status field that lets you identify spam. Then close the workflow to get it off your plate. = Can I create a task for someone from the page? = You can take a page and assign someone else a task directly from the page without losing what you are doing. Go to Workflow menu and select subroute to create a task for them to do. They will assign it back to you when they route it from the workflow menu. = Can we send someone a direct message in your system? = Yes, you can send a direct message when you are in the workspace page. Go to Take a Look in the menu. Messages will only be visible to people you add. = How do I add a new department? = From the home page to go Add Page. Select Department from the dropdown, then add your department name and click save. Click Publish when you complete your edits and are ready to add it to your account. Then your forms are ready to be configured to connect to that page. == Changelog == = 3.1.9 = * Current version * Bug fixes and cleanup = 3.1.8 = * Admin subscribe for subscriptions * Edit rights managed by the Admin in the Workspace designer * Workspace Create rights managed by the Admin in the Workspace designer * Added email tracking for case management * Bug fixes and cleanup = 3.1.5 = * Solution documentation improvements - Tips and About this workspace feature * Minor bug fixes, speed enhancments and theme compatibility improvements = 3.1.4 = * Added Calendar feature * Added All Client Shared Workspace feature * Minor bug fixes, speed enhancments and theme compatibility improvements = 3.1.3 = * Added search feature * Created Directory widget * Minor bug fixes and theme compatibility improvements = 3.0.1 = * Improved theme compatibility. * Moved to BPMContext API 3.0.1 * Added widgets to the home page = 1.1 = * Added Geocoding of inquiries, bug fixes, map widget to display the location of inquiries. == Upgrade Notice == = 3.1.9 = * Bug fixes and cleanup