How to install a Sendlane Form on Wordpress

Overview

Sendlane Forms can be installed in your Wordpress site with the form’s lightweight script. Read on to learn how to find a form’s installation code and guidance on where to install forms on your Wordpress site.

In this guide

• Install the Insert Headers and Footers Wordpress plugin
• Access the Sendlane Form installation code
• Install a pop up style Sendlane form on Wordpress
• Install an inline style Sendlane form on Wordpress

Ensure Beacon is installed

Sendlane Forms requires Beacon to be installed on your website before any site tracking data can be collected for your forms. Ensure Beacon is installed before proceeding with form installation.

Install the Insert Headers and Footers Wordpress plugin

A Wordpress plugin called Insert Headers and Footers is required to install pop up style forms on a Wordpress website. To install the plugin:

1. Download the Insert Headers and Footers plugin
2. Log in to your Wordpress site
3. In the left sidebar, hover over Plugins and click Add New
4. In the .zip format section, click Choose File
5. Select the Insert Headers and Footers plugin file you downloaded in step one
6. When the plugin has finished loading, click Activate Plugin

Access the Sendlane Form installation code

To access a form’s installation code and copy the script to your clipboard:

1. Click the Forms icon
2. In the Actions column, click the edit icon
3. Click Design
4. Click Summary
5. Under Form Installation Code, click Copy Code

Install a pop up style Sendlane form on Wordpress

You can paste a pop up style form’s installation code into your Wordpress website’s header using the Insert Headers and Footers plugin.

The form’s installation code is the only code required to make your form appear on your website. See How to manage Sendlane Forms’ activation status for information on form publication/activation statuses.

To install a pop up style form in your Wordpress site:

1. Log in to Wordpress
2. In the left sidebar, hover over Settings and click Insert Headers and Footers
3. Paste your installation code in the Scripts in Header section
4. Click Save

Install an inline style Sendlane form on Wordpress

You can paste an inline form’s installation code anywhere you’d like it to appear on your Wordpress site.

The form’s installation code is the only code required to make your form appear on your website. See How to manage Sendlane Forms’ activation status for information on form publication/activation statuses.

To install an inline style form in your Wordpress site, paste the installation code on any page you’d like the form to appear on.

Troubleshooting

I don't see my Pop-Up on my Wordpress site!

There are a few common issues that can cause your Pop-Up to not appear:

1. Remove all other form snippets If you've installed other forms on your Wordpress storefront in the past, make sure all snippets are removed. Competing installation codes may be causing your Sendlane form to not appear.
2. Your form is set to Draft Make sure your form is set to Live and any pending changes have been publish

If you still don't see your form, reach out to your Customer Success Manager or our 24/7 product support team!