WS Form

WS Form is a flexible and powerful WordPress form builder plugin designed to help users create complex and customisable forms without writing code. Known for its developer-friendly nature, WS Form gives you more control over form behaviour and performance while remaining easy to use for non-technical users.

PersonalizeWP Pro integrates seamlessly with WS Form to enhance your website's personalisation capabilities. This integration allows you to capture form data in visitor profiles, create segments based on form submissions, apply lead scoring, and personalise content based on form interactions.

Features

The PersonalizeWP integration with WS Form provides several powerful features to enhance your website's personalisation:

1. Map Form Fields to Visitor Profiles: Capture form data and associate it with visitor profiles
2. Submitted Form Conditions: Show or hide content based on whether a visitor has submitted a specific form
3. Form-Based Segmentation: Create segments based on form submissions
4. Lead Scoring for Form Submissions: Assign lead scores based on form completions
5. Display Visitor Data: Use captured form data in your content blocks

Setting Up the Integration

The integration between WS Form and PersonalizeWP works out of the box. Once both plugins are installed and activated, they will automatically communicate with each other.

Mapping Form Fields to Visitor Profiles

To associate form data with visitor profiles, you'll need to set up field mapping in WS Form:

1. Edit your WS Form in the form builder
2. Go to the "Actions" tab
3. Click the "+" button to add a new action
4. Select "Record in PersonalizeWP" from the dropdown menu
5. Set the action to run on form submission (this is the default setting)
6. Under the "Field Mapping" section, click the "+" icon to add a new mapping row
7. From the "Form Field" dropdown, select the field you want to map (e.g., name, email)
8. From the "PersonalizeWP" dropdown, select the corresponding visitor profile field
9. Add as many field mappings as needed
10. Click "Save and Close" to save your action settings

Once configured, whenever a visitor submits this form, their profile will be updated with the information they provided, allowing for more targeted personalisation.

Note: Field mapping will not update profiles if you've selected "Always anonymise profiles" in the PersonalizeWP settings.

Using Submitted Form Conditions

The Submitted Form condition allows you to show or hide content based on whether a visitor has submitted a specific form. This is particularly useful for:

• Hiding forms that visitors have already completed
• Showing thank you messages or follow-up content
• Displaying different CTAs based on form submission status

Creating a Submitted Form Condition:

1. Go to WP-Admin > PersonalizeWP > Dashboard > Display Conditions
2. Click "Create Rule"
3. Enter a name for your rule
4. Select the category for the rule
5. Choose "Conditions > User Has Submitted a Form" from the dropdown
6. Select "Is" as the comparator
7. Choose "True" if you want to target visitors who have submitted the form, or "False" for those who haven't
8. Click "Create Rule"

Applying the Condition to WS Form Blocks:

1. In the Block Editor, select the WS Form block you want to personalise
2. Open the PersonalizeWP sidebar
3. From the "Rules" dropdown, select your Submitted Form condition
4. Choose whether to show or hide the block when the condition is met
5. Save your page

Form-Based Segmentation

With PersonalizeWP Pro, you can create segments of visitors based on form submissions. This allows you to group visitors who have completed specific forms and target them with relevant content.

Creating a Form-Based Segment:

1. Go to WP-Admin > PersonalizeWP > Dashboard > Segmentation
2. Click "Create Segment"
3. Enter a name for your segment
4. Select "Type > Submitted Form" from the dropdown
5. Search for and select the form(s) that will trigger inclusion in this segment
6. Optionally, use AND/OR operators if using multiple forms
7. Click "Create Segment"

Visitors will automatically be added to the segment when they submit the specified form(s).

Using Form-Based Segments with WS Form:

1. In the Block Editor, select the WS Form block you want to personalise
2. Open the PersonalizeWP sidebar
3. From the "Segments" dropdown, select your form-based segment
4. Choose whether to show or hide the block for visitors in this segment
5. Save your page

Lead Scoring for Form Submissions

PersonalizeWP's lead scoring feature can be used with WS Form to assign point values to visitors based on form submissions. This helps identify high-value prospects based on their engagement with your forms.

Setting Up Lead Scoring for Forms:

1. Go to WP-Admin > PersonalizeWP > Dashboard > Lead Scoring
2. Click "Create Score"
3. Enter a name for your score rule
4. Select "Type > Submitted Form" from the dropdown
5. Search for and select the form(s) you want to assign scores to
6. Assign point values for each form submission
7. Optionally, use AND/OR operators if using multiple forms
8. Click "Create Score"

Using Lead Scores in Content Personalisation:

1. In the Block Editor, select the block you want to personalise
2. Open the PersonalizeWP sidebar
3. From the "Lead Scores" dropdown, select your lead score
4. Set the threshold value and comparison operator
5. Choose whether to show or hide the block when the score condition is met
6. Save your page

Displaying Visitor Data from Forms

Once you've mapped WS Form data to visitor profiles, you can display this data within your content to create personalised experiences.

How to Display Visitor Profile Data:

1. In the Block Editor, create or edit a text block
2. Select the text you want to replace with visitor data
3. In the PersonalizeWP dropdown menu, select "Insert Visitor Profile Data"
4. Choose the profile field containing the data you want to display
5. Optionally, set a fallback value to display for visitors without that data
6. Save your page

The selected text will now dynamically display the visitor's profile data when they view the page.

Best Practices

• Keep Forms Relevant: Use personalisation to ensure visitors only see forms that are relevant to them
• Respect Privacy: Clearly inform visitors about how their data will be used and provide options to opt out
• Combine Multiple Rules: For more targeted personalisation, combine form-based rules with other conditions like location or visitor type
• Test Your Rules: Always test your personalisation rules to ensure they're working as expected
• Monitor Form Analytics: Regularly review form submissions and visitor profiles to optimise your personalisation strategy

Troubleshooting

If you encounter issues with the WS Form integration, check these common solutions:

• Form Data Not Being Mapped: Ensure the "Record in PersonalizeWP" action is configured correctly for your form
• Rules Not Working: Verify that the rule is active and correctly configured in the Display Conditions dashboard
• Segments Not Updating: Check that the correct forms are selected in your segment definition
• Forms Not Showing/Hiding Properly: Make sure the block settings in the editor are correctly configured with the appropriate rule or segment

If you continue to experience issues, you may need to check:

1. That both plugins are updated to the latest version
2. That WS Form's tracking features are enabled if needed
3. That there are no conflicts with other plugins

Related Resources

• WS Form Documentation
• Submitted Form Condition Documentation
• Submitted Form Segment Documentation
• Visitor Profiles Documentation
• Segmentation Documentation
• Lead Scoring Documentation
• Displaying Visitor Data Documentation