Question 1

Who in my team can connect or change the BulkGate integration?

Accepted Answer

Connecting, editing and sending a test from the BulkGate integration all need the integration edit permission, and removing it needs a separate delete permission. The Admin role holds these by default. On plans with custom permissions, you can also give them to another role, so a trusted manager can look after BulkGate without full admin access.

Question 2

Can I add my own custom fields to the BytePhase forms on WordPress?

Accepted Answer

Yes. Create the fields in BytePhase under Settings → Custom fields, then switch them on under BytePhase → Forms → Custom fields in WordPress. The plugin reads each field's label, type, dropdown options and whether it is required from BytePhase, so you edit a field in one place and the website follows. You choose which of them appear on the public form.

Question 3

How does the BytePhase WordPress plugin deal with spam on its built-in forms?

Accepted Answer

The built-in lead and self check-in forms use a hidden honeypot field and a minimum fill time of three seconds. Bots that fill the hidden field or post instantly are quietly dropped and get the same success response as a real visitor, so they learn nothing. Both checks keep working on cached pages, which a nonce-based check would not.

Question 4

What should I do if the API key in my WordPress plugin is lost or exposed?

Accepted Answer

Rotate it. On the integration's Activity screen in BytePhase, click Rotate key and copy the new key, which is shown once. The old key stops working immediately. Paste the new one into BytePhase → Connection in WordPress. Submissions made in the meantime are queued by the plugin and delivered once the new key is saved. In WordPress the key is masked after saving and never logged.

Question 5

Does BytePhase pick up Typeform hidden fields and multiple-choice answers?

Accepted Answer

Yes. Hidden fields in your Typeform are included with each submission, so you can map values such as a campaign name or shop location. Multiple-choice answers arrive as their labels, with several picks joined by commas, and file uploads arrive as links. Map them in the Match fields step like any other answer.

Question 6

How do I test the Typeform integration before it goes live?

Accepted Answer

In Typeform, open the webhook's View deliveries and click Send test request. The fields appear in the BytePhase setup wizard for mapping. Nothing goes live until you press Activate; until then, submissions are only logged as Received and no lead or self check-in is created. After activation, the Activity screen also has a Send test button.

Question 7

Can I connect more than one Typeform to BytePhase?

Accepted Answer

Yes. BytePhase identifies each form by Typeform's own form ID, so one Typeform integration can carry several forms. Each form is mapped separately and has its own setting for what it creates, a lead or a self check-in, and what to do if the customer already exists. Use Add another form on the integration to connect the next one.

Question 8

What if my Typeform webhook URL is shared by mistake?

Accepted Answer

Treat the webhook URL as a password, because it contains your BytePhase API key. If it leaks, click Rotate key on the integration's Activity screen. The old URL stops working at once and BytePhase shows a new webhook URL to paste into Typeform. With the signing secret switched on, a delivery without a valid Typeform signature is rejected anyway.

Question 9

How does BytePhase handle Jotform name and address fields that have several parts?

Accepted Answer

Jotform sends fields such as Full Name or Address as separate parts. BytePhase joins the filled-in parts into one value with spaces and drops empty ones, so a first and last name arrive as a single name you can map to the BytePhase name field.

Question 10

Can different Jotform forms create leads and self check-ins?

Accepted Answer

Yes. BytePhase uses each Jotform form ID to tell forms apart, so one Jotform integration can carry several forms, each mapped separately. For each form you choose whether a submission becomes a lead or a self check-in, and whether to skip or create a new record when the customer already exists. Use Add another form to connect the next one.