Answers
Everything the WordPress plugin does
If your site runs WordPress, the plugin replaces the copy and paste and then keeps going. Install it from Plugins → Add New, search MyVitalAssistant, and put the email you sign in here with into its settings.
Connecting it, and why there is an email in the middle
Press Save and we send a confirmation link to that address. Open it, check that the website named on the page is the one you meant, and press the button. Then go back to WordPress and press Save once more, and the site connects and shows your business name back.
The extra step is deliberate. Your sign in address is not a secret, and before this anybody who knew it could point their own website at your account. Now the person connecting a site has to be able to open your inbox, which is a much harder thing to guess. The link works once and expires after thirty minutes.
Read the website name on that page rather than skimming past it. It is the whole point of the email: if it names a site you have never heard of, somebody else asked for it, and closing the page is all you need to do. Nothing connects until you press the button.
If you work on more than one account, the confirmation page is also where you choose which one the site belongs to. That used to be impossible: with two accounts to your name there was no way to say which, so the plugin simply would not connect at all.
It serves the tracking from your own domain
This is the reason it exists. A snippet pasted by hand answers from our servers, and Safari deletes that cookie after seven days. The plugin serves the same tracking from a path on your domain, so the cookie lives 400 days instead. The long version is here, and it is worth reading if any of your customers use an iPhone.
It captures your existing forms, with nothing to map
Contact Form 7, WPForms, Gravity Forms, Fluent Forms, Ninja Forms, Formidable, Elementor, and Keap’s own Opt-in Forms popups. When one of them takes a submission, the plugin carries that person’s attribution into your CRM. No hidden fields to add, no field mapping screen, nothing to keep in sync when you edit the form. Its settings page keeps a log of every capture, so you can see it working rather than take our word for it.
It places your tracking forms
Forms you build in MyVitalAssistant can go on any page. Use the MyVitalAssistant Form block in the editor and pick one from the list, or paste its shortcode where a block cannot go, like a theme template or a page builder. The form itself stays hosted here, so editing it updates every page it sits on and there is nothing to re-paste.
The history the plugin cannot see comes by API
The plugin delivers each order as it is saved, from the day it is installed. For everything before that, connect the store by API key from Settings → Connections → WooCommerce: a read-only key WooCommerce makes in seconds, and we read every order the store has ever taken, oldest first, then every change as it happens. The two run together, and an order both deliver lands once.
It sends your WooCommerce orders, if you ask it to
Off unless you paste the order sync key, because orders lead to writes into your CRM and your books, and that should take a deliberate act. On, paid orders join your revenue with their line items and their attribution attached.
If the order sync key changes
The order sync key is your account’s ingest key. Rotating it from Settings → Account keeps the old key working for fourteen days; the WooCommerce Sync page shows the new key with the date the old one stops, and pasting it into the plugin before then is the only step.
It tells you when something is wrong
Once a day it checks your own home page for a leftover hand pasted tracking tag, because two copies count every pageview twice, and says so on its own settings screen. It also reports which commerce plugins you run, so we can warn you when one of them changes what your order data means. A payment plans plugin, for instance, makes “paid” mean “deposit taken”, and a number nobody flagged is worse than a warning nobody wanted.
Getting it
Always from the WordPress.org directory. That is the only place we distribute it, updates arrive on their own from there, and the WordPress plugins team read the code before it was listed. If you are uploading by hand to a site that cannot reach the directory, the current zip is at app.myvitalassistant.com/wp-plugin.zip, but take the directory version if you have the choice: a hand uploaded copy is one you have to remember to update.