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How to install the WordPress plugin form in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Log in to your Wordpress Admin page
  2. Click “Plugins” in 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. Go to “Settings” and then “Clio Grow Settings”
  7. Configure the form on the “Form Configuration” tab and click “Save Settings”
  8. From your Clio Grow account, copy the Inbox Token from your integrations settings page. 
  9. Paste the Inbox Token into the “Authorization Token” field on the Settings tab back in the WP Admin. Make sure to click “Save Settings”
  10. Copy the Shortcode found on the “Settings” tab
  11. Paste the Shortcode onto the desired pages on your site or in the footer and sidebar.
  12. Reload your website to see the form now appear on your site
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