=== SureContact === Contributors: brainstormforce Tags: crm, contact management, form integration, ecommerce Requires at least: 5.8 Tested up to: 6.9 Requires PHP: 7.4 Stable tag: 0.0.2 License: GPLv2 or later License URI: https://www.gnu.org/licenses/gpl-2.0.html Lightweight CRM that centralizes customer data from WordPress, e-commerce, and forms into one unified contact management system. == Description == **SureContact** is a lightweight CRM plugin designed to help you manage and organize customer relationships directly from your WordPress site. It automatically captures and syncs contact data from various sources including WordPress users, e-commerce transactions, and form submissions, giving you a complete view of your customer interactions. ### 🚀 Key Features **Centralized Contact Management** * Automatically capture contact data from multiple sources * Unified customer profiles with complete interaction history * Smart contact deduplication and merging * Real-time contact synchronization **Multi-Platform Data Capture** * WordPress user registration and profile updates * SureCart purchases and subscriptions * WooCommerce orders and customer data * Easy Digital Downloads transactions * FluentCRM subscriber integration * Form submissions (SureForms, WPForms, Contact Form 7) **Lightweight & Performance-Optimized** * Minimal database footprint * Efficient caching mechanisms * Asynchronous data processing * No impact on front-end performance * Optimized for high-traffic sites **Secure Authentication & Data Sync** * OAuth-based secure connection * Encrypted credential storage * Automated daily synchronization * Manual sync option available * Real-time sync status monitoring **E-commerce CRM Integration** * Track customer purchase history * Monitor order values and frequency * Segment customers by purchase behavior * Capture abandoned cart data * Lifetime customer value tracking **Form Integration** * Automatically capture form submissions as contacts * Support for popular form plugins * Custom field mapping * Lead source tracking * Form submission history ### 🎯 How It Works 1. **Install & Activate** - Install the SureContact plugin from WordPress admin 2. **Connect to SureContact** - Click "Get Started" to authenticate with your SureContact workspace 3. **Enable Integrations** - Choose which data sources to sync (e-commerce, forms, users) 4. **Automatic Capture** - Plugin automatically captures and syncs contact data 5. **Manage Contacts** - Access your unified contact database from the SureContact dashboard ### 💼 Perfect For * E-commerce stores managing customer relationships * Membership sites tracking user engagement * Service businesses capturing leads * Marketing teams organizing contact data * Agencies managing multiple client contact databases * Small businesses needing lightweight CRM * WordPress site owners wanting customer insights ### 🔌 Supported Integrations * SureCart - Purchases, subscriptions, and customer data * SureForms - Form submissions and lead capture * SureMembers - Sync SureMembers access group memberships and track member lifecycle events * SureDash - Track SureDash community engagement including posts, comments, bookmarks, and reactions * WooCommerce - Orders, customers, and purchase history * Easy Digital Downloads - Transactions and customer information * WPForms - Contact form submissions * Contact Form 7 - Form entries and inquiries * Gravity Forms - Form entries * Elementor Forms - Form entries **WordPress Core:** * User registration and profile updates * User roles and capabilities * Custom user meta data ### External Service Connection / Security SureContact connects your WordPress site with our SaaS securely. When a user initiates a connection, they are redirected to the SaaS login page. Upon clicking Connect, the SaaS generates a short-lived, single-use token which is sent back to WordPress via a redirect. WordPress then verifies the token server-to-server before storing the access token and user data for future API calls. Tokens are time-limited (1–5 minutes), single-use, and encrypted in transit using HTTPS. This ensures secure authentication, prevents token reuse, and protects user data. No actions are taken by WordPress until token verification succeeds. The access token will be used to sync contact data from various sources including WordPress users, e-commerce platforms (SureCart, WooCommerce, Easy Digital Downloads), and form submissions (SureForms, WPForms, Contact Form 7) to your SureContact workspace. All privacy and data handling comply with WordPress.org Plugin Guidelines. == Installation == **Automatic Installation (Recommended)** 1. Log in to your WordPress admin dashboard 2. Navigate to Plugins > Add New 3. Search for "SureContact" 4. Click "Install Now" and then "Activate" 5. Click "Get Started Now" to connect your SureContact workspace 6. Complete the authentication process 7. Enable the integrations you want to use (e-commerce, forms, etc.) **Manual Installation** 1. Download the SureContact plugin 2. Upload the plugin files to `/wp-content/plugins/surecontact/` 3. Activate the plugin through the 'Plugins' menu in WordPress 4. Navigate to SureContact in your admin menu 5. Click "Get Started Now" to connect your WordPress site to SureContact 6. Complete the authentication process to link your workspace 7. Configure your integration settings **After Installation** Once connected, SureContact will automatically start capturing contact data from your enabled sources. You can manage your contacts, view interaction history, and analyze customer behavior from your [SureContact Dashboard](https://app.surecontact.com/) == Frequently Asked Questions == = What is SureContact? = SureContact is a lightweight CRM plugin that automatically captures and organizes customer data from your WordPress site. It collects contact information from user registrations, e-commerce purchases, and form submissions into one centralized contact management system. = Do I need a SureContact account? = Yes, you need an active SureContact account to use this plugin. The plugin syncs your contact data to your SureContact workspace where you can manage and interact with your contacts. Visit [SureContact](https://app.surecontact.com/) to sign up. = What data does SureContact capture? = SureContact automatically captures contact information from multiple sources including WordPress user registrations, SureCart purchases, WooCommerce orders, Easy Digital Downloads transactions, and form submissions from SureForms, WPForms, and Contact Form 7. = Is my data secure? = Yes. The plugin uses OAuth-based authentication and encrypts all sensitive credentials. All data transmission occurs over secure HTTPS connections. = How often does data sync? = The plugin automatically syncs contact data daily in the background. You can also manually trigger a sync anytime from the plugin dashboard for immediate updates. = Can I choose which integrations to use? = Yes. You can enable or disable specific integrations based on your needs. Only the plugins you have installed and enabled will capture data. WordPress user integration is enabled by default. = Does this work with my e-commerce store? = Yes! SureContact integrates with SureCart, WooCommerce, and Easy Digital Downloads. It automatically captures customer information, order history, and purchase behavior to give you complete customer profiles. = Will this slow down my website? = No. SureContact is designed as a lightweight plugin with minimal resource usage. Data synchronization happens asynchronously in the background, ensuring no impact on your site's front-end performance or page load times. = Can I disconnect my site? = Yes. You can disconnect your WordPress site from SureContact at any time from the plugin settings. This will remove all authentication data and stop syncing. = Do I need technical knowledge to set this up? = No. SureContact is designed for easy setup. Simply install the plugin, click "Get Started" to connect your workspace, and the plugin will automatically start capturing contact data from your enabled sources. = Can I export my contact data? = Yes. All your contact data is accessible from your SureContact workspace dashboard where you can export, manage, and analyze your customer information. == Privacy Policy == This plugin connects to the [SureContact](https://surecontact.com) service to sync contact data. See our [Privacy Policy](https://surecontact.com/privacy-policy/) == Screenshots == 1. Dashboard 2. Contact Field Mapping 3. App Dashboard 4. App Email Templates == Changelog == = 0.0.2 = * WordPress user integration (registration and profile updates) * SureCart integration (purchases and subscriptions) * WooCommerce integration (orders and customer data) * SureForms integration (form submissions) * SureMembers integration * SureDash integration * Easy Digital Downloads integration (transactions) * FluentCRM integration (subscriber data) * WPForms integration (contact form data) * Contact Form 7 integration (form entries) * Gravity Forms integration (form entries) * Elementor Forms integration (form entries) = 0.0.1 = * Initial WordPress release