Boost Your Leads with WordPress and CiviCRM Integration

In this article, we will learn how to integrate CiviCRM with WordPress. Both open source software provide competitive advantages in terms of contact management.

How to integrate CiviCRM with WordPress

Overview:

The fact of the matter is that we are living in the age of information and data. Certain things give distinctive features to your business such as automation of collecting data, consistent communication, marketing campaigns, and other business workflows. On the other hand, there are several content management systems that have gained powerful support of the users and developers communities because of robust content management and SEO friendly echo systems. This blog post is about the Integration of CiviCRM with WordPress and we will cover the following bullet points

Benefits of this combination for business?

The popularity of WordPress is increasing as the competition is growing in the market. WordPress community has been developing new plugins to enhance the plugin’s bucket. Therefore, the addition of CiviCRM into the plugin’s pool of WordPress has gained huge attention from the organizations that thrive to automate and centralize their business workflows.

This integration is important due to certain aspects. First, CiviCRM removes the hassle of managing user’s contact sources residing in different places. Secondly, it provides complete security by taking regular backups of your data. Thirdly, it is web based and open source that means you can access your data from anywhere.

How to setup a directory structure?

Before starting this, we assume that you have setup WordPress and have a basic understanding to install and activate plugins.

First, download the CiviCRM from this site. Choose an option named such as “Download CiviCRMx.x.x for WordPress”.

After downloading, place the zip file into this location /wp-content/plugins and extract it. Make sure this directory has “Write” access.

You may use this command to give “Write” access permission. sudo chmod 777 server_path/wp-content/plugins/civicrm

Second, create an empty folder named “civicrm” into this location /wp-content/uploads and give “Write” access using the following command.
sudo chmod 777 server_path/wp-content/uploads/civicrm

Note: Do not forget to change these directories back to default. You can run the following commands to restore the default status of these directories :

sudo chown -R username server_path/wp-content/uploads/civicrm
sudo chown -R username server_path/wp-content/plugins/civicrm

How to activate and install the CiviCRM in WordPress?

After setting up the directory structure, go to the Plugins->Installed Plugins and you will see the CiviCRM in the list.

CiviCRM list image

Hit “Activate“.

CiVICRM

After activating the CiviCRM, you will find the CiviCRM option on the top right of wp-admin page. Just hit that option and you will land on the installation screen.

Following page will be shown with the requirement details along with database configurations.

CiviCRM configurations

Press “Check requirements and Install CiviCRM” button. CiviCRM will be installed successfully and success message will appear if above instructions have been followed correctly.

CiviCRM success message

CiviCRM menu tab will appear at the top of admin dashboard.

CiviCRM dashboard

Conclusion

The integration of CiviCRM with WordPress is a truly helpful add-on when it comes to managing huge storage of scattered user’s information. It makes complex workflows simple by offering an intuitive dashboard.

containerize.com is in process of writing further tutorials about the integration of some other open source software. For regular updates, stay in touch with Marketing Automation and Blogging categories.