WP Easy Contact
Community Edition Documentation

To create contact records in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Contacts' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the contact list page.
4. Start filling in your contact fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set contact taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click Publish. If you do not have publish privileges, the "Submit for Review" button is displayed.
7. After the submission is completed, the contact status changes to "Published" or "Pending Review". Users must have "publish" right to publish contacts. Users who do not have "publish" right can still create contacts; however, these contacts must be reviewed and approved by a user with contact "publish" right. Check Roles and Responsibilities section of this document to see which access groups have contact "publish" right.

Alternatively, you can create contact records using the contact entry form in the frontend by filling out the required fields.

Contacts can be modified by clicking on the "Edit" link under the contact title in the contact list page in the admin area. Make any necessary changes and then click Publish.

In WP Easy Contact, users are only allowed to search contacts they have access to. Users who have access to contacts can search using the filter system in the contact admin area.

To schedule Contacts for publication on a future time or date in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Contacts' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the contact list page.
4. Start filling in your contact fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set contact taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click "Edit" in the Publish area next to the words "Publish immediately". You can also change the publish date to a date in the past to back-date Contacts. Change the settings to the desired time and date. You must also hit the "Publish" button when you have completed the contact to publish at the desired time and date.
7. After the submission is completed, the contact status changes to "Published".

To create a password protected contact in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Contacts' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the contact list page.
4. Start filling in your contact fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set contact taxonomies and relationships. All required relationships or taxonomies must be set.
6. Click the "Edit" link next to Visibility in the publish box and select "Password protected".
7. Enter a password that will be required to view that contact in the text field. The password is limited to 20 characters.
8. When you are ready, click the "Publish" button (or "Update" if the contact is already published.)
9. After the submission is completed, the contact status changes to "Published".

Only an Administrator and users with "publish" right can change the password set for your contact or modify visibility setting by clicking the "Visibility: Edit" link again.

When contact content is password protected, contact title displays the text "Protected: " before the contact Title and the content prints a password form with this text: "This content is password protected. To view it please enter your password below:".

If multiple contacts have the same password, one will only have to enter the required password once. Only one password is tracked at a time so if you visit two different contacts with two different password, you must re-enter the contact password to access content. WordPress saves passwords for maximum 10 days. After this period expires, one must reenter the password again to view the protected content.

Contacts can be privately published to remove them from contact lists and feeds.

To create a private contact in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Contacts' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the contact list page.
4. Start filling in your contact fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set contact taxonomies and relationships. All required relationships or taxonomies must be set.
6. Click the "Edit" link next to Visibility in the publish box and select "Private".
7. Once you change the visibility to private, the contact status changes to "Privately Published".
8. When you are ready, click the "UPDATE" button.

Only an Administrator and users with "publish" right for the contact can change visibility setting by clicking the "Visibility: Edit" link again.

To preview contact content press the "Preview" button - a button directly above the “publish” button - in the publish box before officially publishing or sending for review.

To create a draft contact in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Contacts' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the contact list page.
4. Start filling in your contact fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set contact taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click "Save Draft" button in the publish box.
7. After the submission is completed, the contact status stays at "Draft".

Contact Tag can be set by typing the desired option in the empty text field and clicking "Add" button in "Contact Tags" box and updating/saving the contact. Setting a value for Contact Tag is optional. Contact Tag is also not organized hierarchically meaning there's no relationship from one Contact Tag value to another.

Contact Tags do not have preset values.

Country can be set by clicking on the desired option in "Countries" box and updating/saving the contact. Setting a value for Country is optional. Country is also not organized hierarchically meaning there's no relationship from one Country value to another.

WP Easy Contact comes with a preset Countries defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Countries.

Countries can be set by clicking on the desired option in "Country" box and updating/saving the contact. Setting a value for Countries is optional. Countries is also not organized hierarchically meaning there's no relationship from one Countries value to another.

WP Easy Contact comes with a preset Country defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Country.

State can be set by clicking on the desired option in "States" box and updating/saving the contact. Setting a value for State is optional. State is also not organized hierarchically meaning there's no relationship from one State value to another.

WP Easy Contact comes with a preset States defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined States.

Displaying Contact archives can be done by creating a link in the Appearance Menus Screen in the admin area.

Alternatively, if you'd like to display a specific Contact, you can select the link from Contact metabox and add it to your menu. If you don't see Contact metabox, check the Screen Options to ensure it is set to display.

To create a custom link for Contact archives:

1. Goto Appearance in the admin menu and click on Menus link
2. On the right hand side, pick the menu you’d like to include from Select a menu to edit dropdown
3. Under Links menu navigation item, type in /contacts to the URL field
4. Type in Contacts or another label describing the custom link URL in the Link Text field
5. Click “Add to menu” button to add the item to the menu
6. Pick “primary location” under “Menu Settings” below the menu
7. Save your menu
8. Go to the frontend and click on the link you created to access Contacts. Contact archive page content is only displayed to the authorized users who have access permissions.

Contacts can be created through emails by purchasing WPAS incoming email extension. After activation of the extension, incoming email link will appear under WP Easy Contact menu in the admin area. WPAS incoming mail extension allows to poll IMAP or POP3 servers, with or without SSL/TLS to receive emails. Polling frequency can be set to allow processing emails in specified intervals.

Using WPAS incoming email extension. You can define specific message processing rules per Contact:

• Deleting emails after creating Contacts
• Setting maximum number of emails to post: a handy feature exp; if you want to accept specific number of Contacts.
• Protection against spam or unauthorized Contact creation using email pins, authorized addresses, and banned file names.
• Allowing visitors(users who do not have publish capability) to create Contacts via email
• Setting default subject for email without any subject line.

• Setting separate Contact post statuses for users and visitors.
• Using shortcodes to categorize emails or to set values.

Email processing activity history is recorded for processing errors or validations.

Incoming email settings can be configured by selecting WP Easy Contact menu in the admin area and clicking on Incoming email link.

In WP Easy Contact, Contacts are locked during editing, preventing other users from accessing and modifying the Contact.

If a user clicks to edit one of the Contact records that's currently locked they are presented with three options in a pop-up dialog:

1. Go Back - Return to the Contacts listing.
2. Preview - Preview the current state of the Contact that's being edited.
3. Take Over - Lock out the current editor of the Contacts and begin editing. (The other user will receive a notification)

The user that has been locked out receives the following dialog, and is no longer able to edit the Contact. It can take up to 15 seconds for the current Contact editor to be notified that another user has taken over.

Recent Contact is an entity sidebar widget. It shows latest 5 published contact records without any page navigation links.

Recent Contacts is an entity dashboard widget which is available in WordPress Dashboard. It shows latest 5 published contact records without any page navigation links.

"Contact submit" form is used for entering contact records from the frontend. You can use [contact_submit] shortcode to display it in a page or post of your choise as well.

The following are the fields used in the form:

• First Name (text)
• Last Name (text)
• Email (text)
• Phone (text)
• Address (text)
• City (text)
• Zip Code (text)
• Subject (text)
• Message (wysiwyg)
• ID (hidden_func)
• Form Name (hidden)
• Form Submitted By (hidden_func)
• Form Submitted IP (hidden_func)
• States (select-only single selection allowed)
• Countries (select-only single selection allowed)

To install your WP Easy Contact Plugin using the built-in plugin installer:

1. Download WP Easy Contact Plugin to your desktop.
2. Go to Plugins "Add New".
3. Under Upload, click "Browse".
4. Find the WP Easy Contact.zip file.
5. Click Install Now to install the WP Easy Contact Plugin.
6. A popup window will ask you to confirm your wish to install the Plugin.
7. Click Proceed to continue with the installation. The resulting installation screen will list the installation as successful or note any problems during the install.
8. If successful, click Activate Plugin to activate it, or Return to Plugin Installer for further actions.

After the activation, the WP Easy Contact plugin setup may display notification asking if you if you'd like to install setup pages or skip setup page installation, click the appropriate button.

To uninstall your WP Easy Contact Plugin using the built-in plugin installer:

1. Go to Plugins screen.
2. Find the WP Easy Contact Plugin you wish to deactivate and uninstall.
3. Click Deactivate.

WordPress auto-update system displays notification in the Admin Bar and also on the plugins page when new version of the WP Easy Contact is available.

To install the new version, simply hit the "Update automatically" button. WordPress will automatically download the new package, extract it and replace the old files. No FTP, removing old files, and uploading is required.

Administrators can show, hide, and resize form elements by clicking on the Settings page under WP Easy Contact menu. In addition, form captcha element can be set to "Visitors Only","Always Show", or "Never Show".

Required fields can not be disabled however you can change the column size. The optional fields can be enabled, disabled, or modified to occupy more or less space in the form layout.

Make sure to save your changes after any modification otherwise your changes will not take effect.

First Name

Please enter your first name. First Name is a required field. First Name does not have a default value.

Last Name

Please enter your last name. Last Name does not have a default value.

Email

Please enter your email address. Email is a required field. Email does not have a default value.

Phone

Please enter your phone or mobile. Phone does not have a default value.

Address

Please enter your mailing address. Address does not have a default value.

City

Please enter your city. City does not have a default value.

Zip Code

Please enter your zip code. Zip Code does not have a default value.

Subject

Subject is a required field. Subject does not have a default value.

Message

Message is a required field. Message does not have a default value.

ID

Unique contact id incremented by one to keep tract of communications ID does not have a default value.

Form Name

Form Name is filterable in the admin area. Form Name has a default value of "admin".

Form Submitted By

Form Submitted By is filterable in the admin area. Form Submitted By does not have a default value.

Form Submitted IP

Form Submitted IP is filterable in the admin area. Form Submitted IP does not have a default value.

Country

Please enter your country you reside in. Country accepts multiple values like tags. Country does not have a default value.

State

Please enter your state you reside in. State accepts multiple values like tags. State does not have a default value.