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We are seeking an experienced WordPress developer to implement form builds and CRM integrations for an existing WordPress-based wellness platform.
Important:
CRM architecture, tag structure, and automation logic will be fully defined and configured internally. The developer is responsible for technical implementation and integration only.
This project does NOT involve:
Website redesign
Hosting migration
CRM strategy
Automation planning
Directory system
Payment restructuring
Technical Scope of Work
1. WordPress Conditional Assessment Form
Build a 7-question conditional logic assessment inside WordPress.
Requirements:
Use Gravity Forms, Fluent Forms, or similar
Conditional logic between questions
Hidden fields to pass predefined tag values
Integration with ActiveCampaign via API
Apply tags based on submission
Redirect to predefined results page
Responsive styling consistent with existing theme
Test across devices
All tag values and routing logic will be provided.
Deliverable:
Fully functioning conditional form correctly passing data to ActiveCampaign.
2. Partner Network Onboarding Form
Build structured intake form inside WordPress.
Required fields (provided):
Name
Location
Modality
Experience
Short bio
Website (optional)
Requirements:
Map fields to ActiveCampaign custom fields
Apply predefined "Partner" tag
Trigger confirmation email (prebuilt in CRM)
Send internal notification email
Store submission in WordPress database
Deliverable:
Fully integrated onboarding form connected to CRM.
3. ActiveCampaign Technical Integration
Developer responsibilities:
Connect WordPress forms to ActiveCampaign via API
Ensure correct field mapping
Pass tags correctly
Ensure automations trigger properly
Troubleshoot any API errors
QA all submissions
Confirm proper tagging behavior
CRM fields, tags, and automations will already be created.
Deliverable:
Clean API integration with no errors and correct data sync.
4. CTA & Funnel Integration
Replace primary CTA buttons to link to assessment
Embed forms within existing WordPress pages
Minor styling adjustments if required
Full QA testing
Deliverable:
Fully functioning routing system live on site.
Technical Requirements
Strong WordPress experience
Experience with Breakdance builder preferred
Experience integrating WordPress forms with ActiveCampaign
API troubleshooting skills
Experience with conditional logic forms
Ability to provide brief Loom walkthrough upon completion
Timeline
Estimated timeline: 2–3 weeks
Estimated dev hours: 15–22 hours
Proposal Requirements
Please include:
Examples of WordPress + ActiveCampaign integrations
Estimated hours required
Hourly rate
Estimated total cost
Confirmation you understand CRM structure will be provided
Contract duration of 1 to 3 months.
Mandatory skills: WordPress, ActiveCampaign, Marketing Automation, API Integration, Email Automation, CRM Automation, CRM Development, Gravity Forms
Sprachkenntnisse
- English
Hinweis für Nutzer
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