If you’re using a Wordpress site, you'll want to incorporate Virtuous CRM+ forms into your site. Here is a breakdown of how to embed a Virtuous CRM+ form into your Wordpress site.
Get the code:
After you’ve built your form in Virtuous CRM+ you’ll need to click the 3 dots next to the form information on the forms home page. Then select “</>EMBED.”
Now, all you need to do is copy the code via the copy button at the bottom.
Add Custom HTML
From there, you’ll head over to your Wordpress site. After you’re logged in, you’ll navigate to the page where you want the form to appear and enter edit mode. You’ll then click the plus sign on the upper left corner. Search “HTML.” You should see the option to select “Custom HTML”
Drag and drop the HTML box onto the page where you would like for the form to appear. Now you’re ready to embed. In the HTML Box you’ll just paste the code that you copied from Virtuous CRM+.
From here, you publish your site and you’re ready to roll!
Troubleshooting for Giving Forms
Embedding Giving Forms through Virtuous CRM+ may require an extra step. We use the ReCaptcha to ensure safety of your giving forms. Because of this, you will need to confirm that the domain you are embedding the form on is added to your organization domains. This means you must whitelist–or allow–the domain for a Giving Form in Virtuous CRM+.
To whitelist the needed domains you'll need to go to your Giving Dashboard in Virtuous CRM+.
Then, select settings, followed by your payment processor.
Finally, once you're on the settings page for your processor you will need to update the Organization domains box. To separate multiple domains, you may do so with a comma. You will want to add your own domain as well as the following:
- wordpress.com
- wordpress.org
- wordpress.net
Once you save the domains, it will be added to the list of trusted sites for your giving forms. You will then be able to render your form in the same manner as above!