• Can I create a shortcode to display data input from a CRM plugin? I want to use shortcodes to display the contact info from a CRM plugin. For example the user inputs their name and address. How can I make shortcodes to pull the data from those fields and display in another post using the shortcodes?

Viewing 5 replies - 1 through 5 (of 5 total)
  • Plugin Author vaakash

    (@vaakash)

    Hi @suitedconnector,

    With shortcoder plugin, you can create a shortcode for code snippets like HTML, CSS, JS, other shortcodes.

    So if your shortcode content is a “HTML form” then yes, you can paste the HTML code.
    or if the CRM plugin provides a shortcode to display user data then you can use that too.

    One thing to note is that shortcoder does not support PHP code. Only static content like HTML, CSS, JS are supported. But you can use JS to pull data and fill the form as needed but that is something beyond the plugins scope. The CRM plugin can help you with that.

    Please share more details with screenshots if I had misunderstood.

    Thanks,
    Aakash

    Thread Starter suitedconnector

    (@suitedconnector)

    The data that I want is entered into a form. Could I simply view the populated results of the form and copy that html content from the inspector? Do you have a tutorial for this?

    Plugin Author vaakash

    (@vaakash)

    Hi @suitedconnector,

    I’m sorry but I still couldn’t get your scenario.

    Lets ignore shortcode for now, say you want to display the content without shortcode how would you display that content in a post ? Is that a HTML ?

    Any peek at the content you are using currently ?

    In the image below, you have to put some HTML/CSS/JS for which you are creating a shortcode for. What would that be ?

    https://i.snipboard.io/9RDShy.jpg

    Thanks,
    Aakash

    Thread Starter suitedconnector

    (@suitedconnector)

    Please check this video > https://youtu.be/BQMM7J7SuHA

    I’m not sure which code to copy.

    Plugin Author vaakash

    (@vaakash)

    Hi @suitedconnector,

    Sorry for the late reply.

    I saw the video. I’m afraid if we can’t embed that form unless the CRM plugin itself provides a way i.e via a shortcode.

    We can’t copy paste the HTML you have mentioned because it is a form generated under the administration page..

    Can you please check once with the CRM plugin author to see if they allow embedding the form anywhere else ?

    Thanks,
    Aakash

Viewing 5 replies - 1 through 5 (of 5 total)
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