Norada Solve 360

Integrating WordPress with Norada Solve 360 Customer Management Software

Steps:

1) Download the example fileset: Solve360Example.

2) Upload Solve360ContactSave.php and Solve360Service.php to your domain.  There is no need to upload the Solve360ContactForm.html file as you will create a custom one in WordPress in step 3.  For the purposes of this tutorial we will assume that the files have been uploaded to yourdomain.com/solve360/.

3) On your Contact page, paste the following code.  If you don’t have a Contact page, then set one up and paste the code.

Notes:

  • You can copy the below code by clicking the view source icon in the upper right corner of the codebox).
  • If you upload the Solve 360 files to a different location than yourdomain.com/solve360/, then you will need to edit the URL on line 1 of the below code.
  • If you would like to display a note field for users of the contact form, remove the comment code on line 7 of the below code.  This note can be displayed in Solve 360 when users submit it.
  • You can style the form with CSS.
<form action="http://yourdomain.com/solve360/Solve360ContactSave.php" method="GET">
<label>First name (required)</label> <input type="text" name="firstname" value="" />
<label>Last Name</label> <input type="text" name="lastname" value="" />
<label>Job title</label> <input type="text" name="jobtitle" value="" />
<label>Business email</label> <input type="text" name="businessemail" value="" />
<!-- OPTIONAL Remove the following commented line to save a note too -->
<!-- <label>Note</label> <textarea name="note" cols="4" rows="4"></textarea> -->
<input type="submit" value="Save" />
</form>

4) Solve360ContactSave.php needs to be edited to include your Solve 360 email and API token.  Open the file, find the below section of code and update lines 2 and 4 with your info.  You can find your API Token by logging into Solve 360 > Workspace > My Account > API Token page.

// REQUIRED Edit with the email address you login to Solve360 with
define('USER', '{yourEmail@yourDomain.com}');
// REQUIRED Edit with token, Workspace > My Account > API Reference > API Token
define('TOKEN', '{yourSolve360Token}');

5) To insert category tags, which help to track inquiries from multiple sources, find the following code in Solve360ContactSave.php (around line 36) and remove the comment code from around the category section. Insert the category ID(s) from Solve 360 for the categories that you want the contact to be tagged with. Category IDs can be found in Solve360 > My Account > API Reference.

Original Code:

/*
// Specify a different ownership i.e. share the item
'ownership'     => {ownership},

// Add categories
'categories'    => array(
'add' => array('category' => array({categoryId},{categoryId}))
),
*/

Updated Code:

/*
// Specify a different ownership i.e. share the item
'ownership'     => {ownership},
*/
// Add categories
'categories'    => array(
'add' => array('category' => array({categoryId},{categoryId}))
),

6) To test your contact form, open the Contact page in your browser and do a test submission.  If the test works, you will see a response page that reads “Thank you, {firstName} {lastName}Your data was successfully saved.”  Now log into Solve 360 and confirm that the contact, along with any notes or category IDs have been successfully added to your Solve 360 contacts.

Solve 360 API Introduction:  http://norada.com/index.php?uri=/norada/crm/external_api_introduction.

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