Engine Awesome Add-OnPRO

This add-on is included with the Agency edition. Users of other WS Form PRO editions can also purchase this add-on separately.
Add-ons require WS Form PRO and are not compatible with the WS Form LITE edition.

The Engine Awesome add-on lets you push new records to objects using an action and create new forms from your Engine Awesome objects in a single click on the add form page.

An example use of this add-on would be to add sales inquiries as Contacts and Companies in Engine Awesome.

Demo

The Engine Awesome add-on can be used to add multiple objects by using multiple Engine Awesome actions.

In this demo, WS Form creates a Company object first. It then creates a Contact object and links it to the Company by using the #engine_awesome_object_id WS Form variable. That variable holds the ID of the Company object, and WS Form places it into the Company field on the Contact object.

Installation

The Engine Awesome plugin is installed in the same way as installing the WS Form PRO plugin.

Once installed you will need to activate the license for the plugin. When you purchase the Engine Awesome plugin, you will be given a license key. If you have lost your license key(s), click here.

To activate your license key:

  1. Click WS Form in the WordPress administration menu.
  2. Click Settings.
  3. Click the Engine Awesome tab at the top of the page.
  4. Enter your license key.
  5. Click the Activate button.

If your license key fails to activate, please ensure you are using the correct license key and not your WS Form PRO license key.

Connecting to Engine Awesome

In order to use the add-on, you need to connect it to Engine Awesome. Connecting is easy!

  1. Click WS Form in the WordPress administration menu.
  2. Click Settings.
  3. Click the Engine Awesome tab at the top of the page.
  4. Click Connect and follow the onscreen prompts

If you do not have a Engine Awesome account, you can start with one of their application templates.

Working Objects

After connecting Engine Awesome, you can select the objects you want to work with on the settings page. Custom objects you create in Engine Awesome are also included in this list. When the plugin is first installed, we select the most common objects for you such as Contact, Companies and Activities.

To add or change the objects you want to work with, choose the objects from the select list on the Engine Awesome settings page.

To select more than one object:

  • On a Mac, hold the Command key and click the object names
  • On a PC, hold the CTRL key and click the object names

Click Save after you have made any changes.

Creating a Form for Engine Awesome

Automatically

WS Form can create a form for any of your Engine Awesome objects in a single click. This process not only creates a form but also fully configures WS Form so that the form is ready to use immediately.

To create a Engine Awesome form in WS Form:

  1. Click WS Form in the WordPress administration menu.
  2. Click Add New.
  3. Select the Engine Awesome tab at the top of the page.
  4. Click on any of your working Engine Awesome objects.
  5. Wait a few moments while the form is created.

That’s it! Your form will be created and is ready to add to your website.

If your object does not appear, click the refresh icon in the Engine Awesome tab.

Manually

It is also possible to use any form created in WS Form and add an action so that it is submitted to a Engine Awesome object when a user saves or submits their form.

To add a Engine Awesome action:

  1. When editing your form, click the Actions icon at the top of the page. The Actions sidebar will open on the right-hand side of the page.
  2. Click the Add  icon to add a new action.
  3. Select Add to Engine Awesome from the Action pulldown. A series of settings will appear.

As with all sidebars in WS Form, click to the Save button at the bottom to save your changes, or click Cancel to disregard your changes.

The Engine Awesome action settings are as follows:

When Should This Action Run?

You can choose to run the Engine Awesome action when the form is saved, submitted, or both.

Object ID

Select the working Engine Awesome object you would like to push data to. Leave blank to create a new record.

Opt-In Field

Use this setting to select which of your fields to act as the opt-in field. We recommend adding a checkbox field with a single checkbox. It is always recommended that you have an unchecked opt-in checkbox on your forms to ensure you comply with GDPR requirements.

Update Existing Records

Check this setting if you want to update existing records.

Find Existing Records By

Choose which Engine Awesome field to find existing records by, e.g. Email.

Field Mapping

Field mapping tells WS Form which of your form fields relate to the corresponding fields in Engine Awesome. For example you would want to map your Email field to the Email field in Engine Awesome.

To map a field:

  1. Click the Add  icon at the bottom right of the field mapping section.
  2. In the leftcolumn, select your form field.
  3. In the right column, select the corresponding Engine Awesome field.
  4. Repeat this process for each field on your form.
  5. Click the Save button at the bottom of the sidebar to save your changes.

Custom Mapping

Custom mapping allows you to set a Engine Awesome field to any value you wish, including the use of WS Form variables. For example you might want to map a lead source to the source field in the Lead object in Engine Awesome.

To add a custom mapping:

  1. Click the Add  icon at the bottom right of the field mapping section.
  2. In the left column, enter a value or a WS Form variable.
  3. In the right column, select the corresponding Engine Awesome field.
  4. Repeat this process for each field on your form.
  5. Click the Save button at the bottom of the sidebar to save your changes.

Variables

When the add-on creates or finds a duplicate object, the object ID can be used in subsequent Engine Awesome actions by using the following variables:

Variable Description
#engine_awesome_object_id ID of the last object created.
#engine_awesome_object_id_first ID of the first object created.
#engine_awesome_object_id_ ID of the object created by index. Starts at 1.

This means that you can associate other objects with a previously created object (e.g. an opportunity related to a contact).

Troubleshooting

If the connection between your website and Engine Awesome stops working, click Disconnect then Connect to reconnect.

If any submissions to do not make it to Engine Awesome because of a technical error, you can resend them:

  1. Go to Submissions.
  2. Find and view the submission that did not push to Engine Awesome.
  3. Scroll down to the action section.
  4. Click the Re-run Action icon.