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Install web integration script with Wordpress
Install web integration script with Wordpress

How to install Plannit's web integration scripts in Wordpress

Brigitte Chouinard avatar
Written by Brigitte Chouinard
Updated over 6 months ago

You need to add one or more <script> tags at the end of your website's <body> tag. To do this, please follow the steps below:

Important

If you modify your active theme on your WordPress site, theme Updates will overwrite changes to the theme file. We suggest the following method, but there are others that may also work.

In WordPress Admin, choose the Plugins / Installed Plugins menu:

Check that you haven't already installed the WPCode plugin, otherwise click on Add New Plugin.

Search for the WPCode plugin using the magnifying glass and click on Install Now.

Once installation is complete, click on Activate

You should be automatically redirected to the installed plugins page. Click on the Code Snippets link of the WPCode Lite plugin

Notes

The Pro version is not required! The Lite version meets the minimum requirements.

Now click on Add New to add a new Snippet.

Click on Add Your Custom Code (New Snippet)

Set the name Plannit Integration (or any name you like) and select the Code Type to HTML Snippet (default one).

Then enter the following HTML code lines as required, replacing the your-widget-url and your-bot-url values found in the Plannit account settings at https://pro.plannit.io/settings/widget. You can copy this HTML code directly from the integration page.

Add this for Plannit Widget:

<!-- Plannit Widget -->
<script type="application/javascript" src="your-widget-url"></script>

Add this for the Plannit Virtual assistant (Bot):

<!-- Plannit Bot -->
<script type="application/javascript" src="your-bot-url"></script>

Scroll down the page to the Insert section and select the Auto Insert method and the Site wide Footer location.

Once you've defined your Snippet, click on the Active activation button, followed by the Save Snippet button in the top right-hand corner.

That's it! The integration of Plannit scripts into your WordPress site is now complete. The Plannit Virtual assistant (Bot) should appear when you reload your website.

As for the Plannit Widget, you'll need to modify your site to integrate the various links, which you'll find in the Plannit account settings at https://pro.plannit.io/settings/widget

Notes

The integration of these buttons requires a certain level of experience and is not described in this article. Please do not hesitate to contact us for further information.

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