Jetpack CRM and Registration Magic

Capture additional fields beyond the standard registration form with Registration Magic and the Jetpack CRM related extension.

Initial requirements to set up Registration Magic

To use Registration Magic with Jetpack CRM and integrate it, please make sure you have installed:

• the Registration Magic plugin.
• the Jetpack CRM Registration Magic extension.

Once that’s set up, you can automatically add or update contacts based on those Registration Magic form submissions.

Registration Magic Setup

Please refer to the Registration Magic plugin documentation for information about creating your Registration Magic form(s).

Registration Magic extension set up

The Jetpack CRM Registration Magic extension will automatically start working as soon as you’ve installed and activated it (along with the separate Registration Magic plugin).

Jetpack CRM will automatically do the following:

• Capture the email, first name, last name, and billing fields from the Registration Magic form.
• Create and update contacts with those fields.

The extension also supports collecting text fields from the Registration Magic form into Jetpack CRM custom fields. You can do that by following these steps:

1. Make sure you have created the desired custom fields in Jetpack CRM.
2. Copy the slug from the Jetpack CRM field. The slug is listed below the name of the custom field in Jetpack CRM → CRM Settings → Custom Fields. There will be a dash between words. For example, if your custom field is called “Food Preference” the slug will be “food-preference”.
3. In your Registration Magic form, make sure the label of the corresponding text field matches the Jetpack CRM custom field slug. For example, if your Jetpack CRM custom field is “food-preference” the Registration Magic form label of the text field must also be “food-preference”.
4. If you’re using the WooCommerce Billing field in the Registration Magic form, the “company” section from the form will automatically be added as a company in Jetpack CRM. You’ll need to make sure the Jetpack CRM B2B mode core module is enabled for this.

Capturing Company Information

When using the WooCommerce Billing field in the Registration Magic form, the “company” section from the form will automatically be added as a company in Jetpack CRM. You’ll need to make sure the Jetpack CRM B2B mode core module is enabled for this.