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How to Install the Wordpress Plugin Form in Clio Grow

Environment:

  • Clio Grow
  • WordPress

Additional Information:

  • WordPress Admin access is necessary for the following procedure:

Procedure:

  1. Login to your WordPress Admin page
  2. Click Plugins from the main menu, and select Add New
  3. Search for Clio Grow
  4. Click "Download" on the Clio Grow plugin
  5. Once downloaded, Activate the plugin
  6. Click Settings, and then Clio Grow Settings
  7. Configure the form on the Form Configuration tab and click Save Settings
  8. In Clio Grow, click Settings (bottom left corner)
  9. Select the Integrations tab from the Settings menu
  10. Locate the Clio Grow inbox section and copy the Inbox Token 
  11. In the WordPress Admin account, click the Settings tab and paste the Inbox Token into the Authorization Token field
    * Make sure to click Save Settings
  12. While on the Settings tab, copy the Shortcode
  13. Paste the Shortcode onto the desired pages on your site, or in the Footer and Sidebar
  14. Reload your website to see the form now appear on your site
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