Getting Started With Before & After Pro – Usage Instructions

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Instructions

This page includes all kinds of helpful tips for getting you up and running with Before & After Pro.

Contents:

  1. Introduction
  2. How To Setup New Goals
  3. How To Complete Goals
  4. Shortcode Reference
  5. Contact Form 7
  6. Gravity Forms

Introduction: How Does This Plugin Work?

Before & After is a lead capture plugin that lets you offer your users something in exchange for their information. It can also be when you need to make sure your users read your Terms of Service, verify their age before entering your website, or otherwise need to see one thing, and then another.

To make this easy, Before & After uses what we call Goals. A Goal is simply an action, or a “gate”, that your users will need to pass before they will be allowed to see your protected content. We automatically support Contact Form 7 and Gravity Forms for your goals, but its easy to setup Before & After to work with any system.

A user completes a Goal by completing the contact form, or by encountering the [complete_goal] shortcode. If you’re using Contact Form 7 or Gravity Forms you don’t need to worry about the [complete_goal] shortcode – that’s taken care of automatically. If you aren’t using Contact Form 7 or Gravity Forms for your Goal, just place the [complete_goal] shortcode on your Thank You page, your Terms and Conditions page, or any other page you’d like to use to trigger the completion of your goal.

How To Setup A New Goal

To create a new Goal, simply follow these steps:

  1. Under the Before & After menu, select Goals. This will bring up a page which lists all of your goals.
  2. Click the “Add A New Goal” button
  3. Give your Goal a title, and then fill out the Before & After sections. When you are done, click the Publish button.
  4. Your goal has been created! Copy the shortcode from the Edit Goal screen you are currently viewing, and go paste it onto the on which page you’d like the goal to appear.

How To Have A Visitor Complete A Goal

Tip: If you’re using Contact Form 7 or Gravity Forms for your Goal, you can skip this step! Your Goal will be completed automatically when the form is submitted.

Simply add a shortcode like this to the page on your site which signifies that your visitor has completed their goal. For example, you could place the [complete_goal] shortcode on the “Thank You” page for your contact form, or on your Terms and Conditions page.

[complete_goal id=”1234″]

(Replace the number 1234 with the id of your goal. Tip: you can find the shortcode for each goal on the Goals page.)

Shortcode Reference

Goal Shortcode

Add this shortcode to any page or post to display your goal there.

[goal id="1234"]

Complete Goal Shortcode

Add this shortcode to the page which signifies that a visitor has completed the goal. For example, you could put this on a “Thank You For Contacting Us” page.

[complete_goal id="1234"]

Integrating with Contact Form 7

If you have the Contact Form 7 plugin installed, you’ll be able to select any Contact Form 7 form as the Before option for your Goals. Simply Add a new Goal or edit an existing one, and you’ll see your Contact Form 7 forms listed.

Important: be sure to redirect your Contact Form 7 form to a thank you page, and to add the complete goal shortcode to the Thank You page. Refer to these instructions if you are unsure how to do this.

Integrating with Gravity Forms

If you have the Gravity Forms plugin installed, you’ll be able to select any Gravity Form you have created as the Before option for your Goals. Simply Add a new Goal or edit an existing one, and you’ll see your Gravity Forms forms listed.

Important: be sure to redirect your Gravity Form to a thank you page, and to add the complete goal shortcode to the Thank You page. Refer to these instructions if you are unsure how to do this.