This short guide covers the basics of the Registration Magic extension and what you need to do to start using it. Registration Magic is a great way to improve on the default WordPress user registration page, letting you add all kind of form additions.
Follow along below to setup additional fields for WP registration, which can automatically add or update your Jetpack CRM contacts.
Registration Magic Setup:
Make sure to install the official Registration Magic plugin along with the Jetpack CRM Registration Magic extension. Registration Magic is a plugin which lets you capture more fields on registration than the standard registration form.
The Jetpack CRM Registration Magic extension is one click install and activate. But you’ll need to make sure you’ve properly set up the custom fields on Jetpack CRM and the registration form fields on Registration Magic form. More on this below.
Jetpack CRM setup
If you want to collect more information on user registration, and you’re using Registration Magic to do this, all you need to do is make sure your custom fields match the registration form fields.
We automatically capture the email field and first and last name fields as well as billing fields into the contact address.
We support the collection of any TEXT fields into Jetpack CRM custom fields. All we require is that your custom fields match your form text field ID. You can add your custom fields on Jetpack CRM > CRM Settings > Custom Fields.
For example, if your custom field is call Food Preference then your custom field slug (in teal) will be food-preference.
Then, the Label of your Registration Magic form field would need to match this. So for this example, the label on your Registration Magic Food Preference field should be Food Preference.
Capturing Company Information
If the WooCommerce Billing field in the Registration Magic form has the “company” section filled in, Jetpack CRM will also create and assign a company as part of the registration (you’ll need to have the CRM B2B mode selected for this).