Title: uBind
Author: ubind
Published: <strong>2. Mai 2019</strong>
Last modified: 17. Dezember 2024

---

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# uBind

 By [ubind](https://profiles.wordpress.org/ubind/)

[Download](https://downloads.wordpress.org/plugin/ubind.zip)

 * [Details](https://de-ch.wordpress.org/plugins/ubind/#description)
 * [Reviews](https://de-ch.wordpress.org/plugins/ubind/#reviews)
 *  [Installation](https://de-ch.wordpress.org/plugins/ubind/#installation)
 * [Development](https://de-ch.wordpress.org/plugins/ubind/#developers)

 [Support](https://wordpress.org/support/plugin/ubind/)

## Description

For information and detailed documentation, please visit the [uBind](https://ubind.insure/ubind-wordpress-plugin/)
Plugin Page

The uBind WordPress plugin is used to embed a uBind product form and/or portal to
your WordPress page. The plugin itself does two main things:
 In the HTML head, 
it adds the following script tag: <script async="true" src="https://app.ubind.com.
au/assets/ubind.js" type="text/javascript"></script>

In the HTML body, it adds the following element in place of the WordPress shortcode:

For a uBind product <div class="ubind-product" data-tenant="tenant-alias" data-product
="product-alias" data-organisation="organisation-alias" data-environment="environment"
></div> For a uBind portal <div class="ubind-portal" id="embedded-portal" data-tenant
="tenant-alias" data-organisation="organisation-alias" data-portal="portal-alias"
data-environment="environment"></div>

Then, when the page loads, the uBind javascript will load, run, and find the div.
It will then read the tenant alias, product alias and other configuration details
then load the uBind form into that div.
 Typically, the environment will be "production",
however possible other values are "staging" or "development".

If you do not have your portal/product configuration details, you may wish to get
in touch with [uBind support](https://jira.aptiture.com/servicedesk/customer/portal/32/).

### Configuration

 1. (optional) If the WordPress setup uses dotEnv set the following parameters:
     Define
    your Default uBind configuration with the following configuration fields: UBIND_CONFIG_TYPE
    = <define for which configuration type, set to 0 for product and 1 for portal> 
    UBIND_PRODUCT = <product-alias> UBIND_ENVIRONMENT = <environment> If you have more
    than one uBind form to configure, you can setup the parameters as: UBIND_CONFIG_TYPE_1
    = <1st configuration type> UBIND_PRODUCT_1 = <1st product-alias> UBIND_ENVIRONMENT_1
    = <1st environment> UBIND_CONFIG_TYPE_2 = <2nd configuration type> UBIND_PRODUCT_2
    = <2nd product-alias> UBIND_ENVIRONMENT_2 = <2nd environment> Other fields you 
    can include in the configuration, suffix an underscore and number if you have more
    than one uBind form to configure. UBIND_TENANT = <tenant-alias> UBIND_ORGANISATION
    = <organisation> UBIND_FORM_TYPE = <possible values are quote or claim> UBIND_SHORTCODE
    = <short-code> UBIND_PORTAL_SHORTCODE = <portal-short-code> UBIND_SIDEBAR_OFFSET
    = <possible values xs,50|sm,50|md,50|lg,50> UBIND_PORTAL_FULLSCREEN = <set to 1
    for portal to take over entire viewport or 0 otherwise> Always suffix an incremental
    number beside the dotEnv entry if there are more than one. The default uBind form
    values can either have a suffix of zero or no suffix.
 2. Go to the WordPress dashboard. At the left sidebar, click on the uBind Settings
    link. Select product or portal to configure. Complete the entries for each of the
    fields, select an environment and click on the save changes button. Associate the
    quote/claim and customer to an organisation by filling up the organisation field
    entry. Modify the sidebar offset by entering the viewport side followed by a comma
    then the offset size in pixels. You may place multiple sidebar offsets by separating
    them with pipes. e.g. xs,50|sm,50|md,50|lg,50
     You can add more uBind form configurations
    by using the Add New button at the bottom of the screen. Added form values will
    have checkboxes beside each field, you may check the boxes to load the values from
    the default form configuration. For the shortcode, check the box beside the shortcode
    entry and click save to generate a shortcode. The generated shortcode will be based
    on the first 4 letters each of the tenant ID, product ID and environment values.
    In cases of duplicate shortcodes, the generated shortcode will be suffixed with
    a numerical value. e.g. [tenant_prod_1]. To create a custom shortcode, uncheck 
    the box beside the shortcode entry, then click on the Save button. In case there
    is a duplicate, the admin UI will give an error notice when you try to save it.
    Replace the duplicate custom shortcode and click save to remove the duplicate error
    notice.

uBind forms will be listed in the Admin UI. To edit or view a form configuration,
click on the form title or hover and click on the Quick Edit link.

To delete a form configuration, mouse over the form title then click on the Delete
link. You can also delete a form by using the Delete button at the bottom of each
form section.

 1. To display a uBind form on any page or post within your WordPress site, copy the
    associated shortcode from the Admin UI and paste it into your pages or posts content.
    
    You can also create your own custom shortcode from the admin interface by unchecking
    the box beside the shortcode to enable the text entry box. Enter the preferred 
    shortcode then click on the Save button. You can then use the custom shortcode 
    to display the associated uBind form.

To create a portal embed configuration, tick on the Portal. Note that the configuration
for Portal is different from that of a product.
 Fill in the portal configuration
details and click save when done. Some pages do not work well with the portal, to
work around this issue you can allow the uBind plugin to take over the entire viewport
of the page. To do this, tick on Yes for the Full-Screen Mode option.

## Installation

 1. Install the plugin by uploading the zip file into the plugins section.
 2. Activate the Plugin.

## FAQ

### Where can I find uBind plugin documentation?

For help setting up and configuring uBind plugin please refer to https://ubind.insure/
ubind-wordpress-plugin/

## Reviews

There are no reviews for this plugin.

## Contributors & Developers

“uBind” is open source software. The following people have contributed to this plugin.

Contributors

 *   [ ubind ](https://profiles.wordpress.org/ubind/)

[Translate “uBind” into your language.](https://translate.wordpress.org/projects/wp-plugins/ubind)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/ubind/), check out 
the [SVN repository](https://plugins.svn.wordpress.org/ubind/), or subscribe to 
the [development log](https://plugins.trac.wordpress.org/log/ubind/) by [RSS](https://plugins.trac.wordpress.org/log/ubind/?limit=100&mode=stop_on_copy&format=rss).

## Changelog

#### 1.8.1

 * fixed un assigned variables during first install

#### 1.8

 * removed material preloader from plugin embed

#### 1.7.1

 * Added option for a portal to embed a CSS that will make use of the entire viewport.

#### 1.7

 * Plugin updates to support new features from uBind Form release 9.0.

#### 1.6

 * Update CSS version causing a PHP warning.

#### 1.5

 * Update uBind embed markup to display a preloader while the ubind.js script is
   being loaded.

#### 1.4

 * The reference URL to ubind.js changed from https://app.ubind.io/assets/ubind.
   js to https://app.ubind.com.au/assets/ubind.js.

#### 1.3

 * Updated the element inserted in the HTML body to use property data-tenant.

#### 1.2

 * Added support for multiple uBind form configurations.
 * Merge .env configurations with none .env configurations.
 * Added support for a default configuration that can be used by other form configurations.

#### 1.1

 * Added support for .env file configuration.

## Meta

 *  Version **1.8.1**
 *  Last updated **1 Jahr ago**
 *  Active installations **10+**
 *  WordPress version ** 4.9.7 or higher **
 *  Tested up to **6.7.5**
 *  PHP version ** 5.6.36 or higher **
 *  Language
 * [English (US)](https://wordpress.org/plugins/ubind/)
 *  [Advanced View](https://de-ch.wordpress.org/plugins/ubind/advanced/)

## Ratings

Es wurden noch keine Rezensionen eingereicht.

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## Contributors

 *   [ ubind ](https://profiles.wordpress.org/ubind/)

## Support

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/ubind/)