Forms & lead capture

Show your forms on WooCommerce

A complete, click-by-click guide for a WordPress / WooCommerce store: written for someone who has never touched WordPress before. Phase 0 is done once, ever. After that, popups need nothing at all, and an embedded form takes one copy-paste.

Phase 0: Prepare the site (once, ever)#

This puts Sendcore on your site. It's what makes forms appear at all. You do it one time and never again.

0.1: Connect the store#

1. In Sendcore go to Settings → Integrations → the WooCommerce card.
2. Type your store address (e.g. https://yourstore.com) and click Connect WooCommerce.
3. You land in your WordPress admin: click Approve. You're sent back to Sendcore.

0.2: Install the Sendcore plugin#

In the same WooCommerce card, click Download the plugin. You get a .zip file: don't unzip it, WordPress wants the zip as-is. Then:

1. Go to yoursite.com/wp-admin and sign in.
2. Left menu: Plugins → Add New.
3. At the top click Upload Plugin.
4. Click Choose file, pick the .zip you downloaded, then Install Now.
5. When it finishes, click Activate Plugin.

No plugin? There's a fallback#

If you'd rather not install a plugin, copy the one-line script shown in the same card and paste it into your theme footer. The easiest safe way is a free plugin called WPCode: Plugins → Add New, search WPCode, install and activate it, then Code Snippets → Header & Footer, paste the line into the Footer box and save. Popups and embedded forms both work this way too: you just won't get the drag-and-drop block.

Phase 1: Popup forms#

After Phase 0 there is nothing to do on your site. Ever.

1. In Sendcore go to Forms → Create form.
2. In the right-hand panel the type is already Popup: leave it.
3. Design the form: heading, fields, button, colours.
4. Set the status to Enabled.
5. Open your site: the popup appears after the delay you set.

Phase 2: Embedded forms#

An embedded form sits inside the page: footer, homepage, contact page, sidebar. It needs one step on your site, because only you know where you want it.

In Sendcore#

1. Forms → Create form.
2. In the right-hand panel pick the Embedded card.
3. Design the form.
4. A Where to place it section appears. Copy the Form ID if you will use the Sendcore form block, or copy the HTML snippet if you will paste into a Custom HTML block.
5. Set the status to Enabled.

In WordPress: with the plugin#

1. Edit the page (or the footer / sidebar) where you want the form.
2. Click the + button at the spot you want it.
3. Search for Sendcore and pick the Sendcore form block.
4. Paste the Form ID into the block's Form ID field, or leave it empty to show your published embedded form. Do not paste the HTML snippet into that field.
5. Click Update (or Save).

In WordPress, without the plugin#

Paste the copied code into a Custom HTML block instead. It looks like this:

<div data-sendcore-form="YOUR-FORM-ID"></div>

• Inside a page: Pages → open the page → + → search HTML → Custom HTML → paste → Update.
• In the footer, on every page: if your Appearance menu has Widgets: open it, choose the Footer area, + → Custom HTML → paste → Update. If it has Editor instead: open it → Templates / Template parts → Footer → + → Custom HTML → paste → Save.
• In the sidebar: Appearance → Widgets → the Sidebar area → same steps.

If you don't see the form#

• Is the form Enabled? A Draft never shows. Check the Status column in Forms.
• Clear your cache. If you run WP Rocket, LiteSpeed, W3 Total Cache or similar, purge it.
• Already closed the popup? It stays away for the time set under Frequency (1 hour on a new form): reopen the site in a private window.
• Is the form only for some visitors? A form set to Don't show to existing contacts stays hidden for you once you have signed up, arrived from one of your emails or logged into WordPress, even as an administrator; one using Target by specific segment goes by the segments of the logged-in customer. See Show a form only to some visitors.
• Is Phase 0 really done? On your site, right-click → View page source and search for sendcore. If it's not there, the plugin isn't active or the script wasn't saved.
• Embedded form in the right spot but blank? Make sure the form's type is Embedded, not Popup.

What happens when someone signs up#

Exactly the same as on Shopify: one pipeline for every platform. The person becomes a subscribed contact, tags are applied, any welcome automation enrolls them, and views and sign-ups show up on the Forms list. See Signup forms for the details.

Next steps