Improve Marketing Integration info & bug fix

[Soare-Robert-Daniel]

Closes #1290

Summary

🖊️ Improved the Marketing Action explanations.
🐛 Fixed a bug related to the default action.

Screenshots

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Test instructions

⚠️ This is tied to the development branch. When next will be merged, I will update this.

⚠️ You will need a Mailchimp and Sendinblue account.

1. Make a Form
2. Fill in the Marketing integration options.
3. Ensure that they work as expected.

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Checklist before the final review

• Included E2E or unit tests for the changes in this PR.
• Visual elements are not affected by independent changes.
• It is at least compatible with the minimum WordPress version.
• It loads additional script in frontend only if it is required.
• Does not impact the Core Web Vitals.
• In case of deprecation, old blocks are safely migrated.
• It is usable in Widgets and FSE.
• Copy/Paste is working if the attributes are modified.
• PR is following the best practices

[pirate-bot]

Bundle Size Diff

Package	Old Size	New Size	Diff
Animations	275.01 KB	275.01 KB	0 B (0.00%)
Blocks	1.47 MB	1.47 MB	686 B (0.04%)
CSS	89.3 KB	89.3 KB	0 B (0.00%)
Dashboard	131.28 KB	131.28 KB	0 B (0.00%)
Export Import	87.21 KB	87.21 KB	0 B (0.00%)
Pro	346.54 KB	346.61 KB	69 B (0.02%)

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Plugin build for 07f883b is ready 🛎️!

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E2E Summary

Typing

Test	Average Time (ms)	Standard Deviation (ms)	Median Time (ms)	Quantile for soft limit (%)	Quantile for hard limit (%)
Typing	95.62	23.99	89.04	0 (60ms)	31.58 (80ms)

Values above 60ms

"0 - 67.71, 1 - 109.54, 2 - 89.04, 3 - 69.86, 4 - 80.56, 5 - 126.30, 6 - 74.35, 7 - 103.34, 8 - 105.73, 9 - 81.80, 10 - 83.75, 11 - 77.67, 12 - 103.93, 13 - 76.84, 14 - 124.04, 15 - 89.71, 16 - 131.96, 17 - 153.94, 18 - 66.78"

[Soare-Robert-Daniel]

🔧 The message is now changed and also added a new message to inform the user that they might lose some data with the combination of Email saving and Subscriber Only combo.

ℹ️ This new message will also serve as a small upsell on the Database Pro option.

[irinelenache]

@Soare-Robert-Daniel From what i understand, if i use Email Only as save location and Subscribe only as submit action, i shouln't receive any email and the contact should be added in the marketing integration tool (i used Mailchimp). While testing this behaviour, i received the email and the contact wasn't added to the marketing integration tool, so it's not working on my end.
Please let me know if i misunderstood anything 🙏

Can be checked here:

URL: https://otter-stuff.vertisite.cloud/15c42-web-agency-gb-contact-us/
Username: kikevepiwu4475
Password: nAfE6HGJrILlpUc3wOeu

[Soare-Robert-Daniel]

The problem was that when you update the page via Update button, the Integration settings will disappear thus the error reported. When implementing the deferred save, the mechanism replace the entire value, the change in form did not account for the information in the old value, thus the loss of information.

@irinelenache, I updated your testing instance to the latest build.

[irinelenache]

@Soare-Robert-Daniel

• After the loading finishes in the Form options and Marketing integration tabs, it takes another ~20 seconds for the data to be visible there https://vertis.d.pr/v/lhhFDX
• The contacts are not added to Mailchimp when the form is submitted. I also tried using the Test service button which doesn't give any error but no new contact is added there

[Soare-Robert-Daniel]

• After the loading finishes in the Form options and Marketing integration tabs, it takes another ~20 seconds for the data to be visible there https://vertis.d.pr/v/lhhFDX

This depends on the WP instance until it gest the options.

• The contacts are not added to Mailchimp when the form is submitted. I also tried using the Test service button which doesn't give any error but no new contact is added there

This should be working.

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@irinelenache,if you can provide a recording in Slack with how you set until test might be helpful 🙏

[irinelenache]

@Soare-Robert-Daniel Tested again and now everything works as expected 👍

[AndreeaCristinaRadacina]

hey @Soare-Robert-Daniel,

Can you change "news letter" to "newsletter"?

[AndreeaCristinaRadacina]

Question here:
If I use Database & Email as a save location, it says in the note that I will receive notifications via email.
However, if I also use the "Subscribe Only" as an action, no notification should appear in the email.

As a result, the submissions appear under Form Submissions, and no email is received, which is not the ideal behavior since I was able to select Database & Email.

My suggestion: If Database & Email is selected, the Subscribe Only option should be greyed out.

[AndreeaCristinaRadacina]

• We should replace "Form to" with "Email To", for consistency:

• it says something about third-party consent, but I cannot see any checkbox

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🎉 This PR is included in version 2.5.0 🎉

The release is available on GitHub release

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