WordPress plugin

Drop uBind forms straight into WordPress.

The uBind WordPress plugin embeds a uBind product form or full portal anywhere on your site with a simple shortcode — quote, buy and self-serve, no custom build required.

v1.7.1Shortcode embedProduct & portaldotEnv ready
page.php
<!-- added to <head> -->
<script async="true" src="https://app.ubind.com.au/assets/ubind.js" type="text/javascript"></script>
Overview

One plugin, two jobs.

The plugin loads the uBind script and swaps your shortcode for a live uBind form — then ubind.js reads the configuration and renders the right experience in place.

Adds the script

It injects the ubind.js tag into your page head so the platform is ready to render forms.

Replaces the shortcode

Your shortcode becomes a configured div that ubind.js detects and fills with your form or portal.

Loads your form

It reads the tenant, product/portal and environment, then renders the matching uBind experience.

How it works

Embed a product or a portal.

The plugin drops one of these elements in place of your shortcode. Set data-environment to production, staging or development.

Product form

A single quote & buy journey

Embed one product’s quote, application and payment flow directly in a page.

product.html
<div class="ubind-product"
     data-tenant="tenant-alias"
     data-product="product-alias"
     data-organisation="organisation-alias"
     data-environment="production"></div>
Portal

A full self-service portal

Embed an entire customer or broker portal — policies, claims and more.

portal.html
<div class="ubind-portal" id="embedded-portal"
     data-tenant="tenant-alias"
     data-organisation="organisation-alias"
     data-portal="portal-alias"
     data-environment="production"></div>

Don’t have your configuration details? Get in touch with uBind support →

Installation

Up and running in four steps.

01

Download the zip

Grab the plugin from wordpress.org, the uBind team, or the button below.

02

Open WP admin

Log in to your WordPress site’s administration console.

03

Upload & install

Add the zip in the Plugins section and install it.

04

Activate

Activate the plugin and head to uBind Settings to configure.

Configuration

Configure once, reuse anywhere.

Set defaults in the dashboard (or via dotEnv), generate a shortcode, and paste it into any page or post.

  • A

    Set your defaults

    In uBind Settings, choose product or portal, complete the fields, pick an environment and save. Optionally pre-set values with dotEnv.

  • B

    Add more forms

    Use Add New for extra forms. New forms can inherit values from your default configuration with a checkbox.

  • C

    Generate a shortcode

    Tick the shortcode box and save to auto-generate one like [tenant_prod_1], or untick it to set a custom shortcode.

  • D

    Drop it on a page

    Paste the shortcode into any page or post. For portals that need the full screen, enable Full-Screen Mode.

.env
# .env - default uBind form
UBIND_CONFIG_TYPE = 0   # 0 = product, 1 = portal
UBIND_PRODUCT     = product-alias
UBIND_TENANT      = tenant-alias
UBIND_ORGANISATION= organisation
UBIND_ENVIRONMENT = production
# add a _1, _2 … suffix for additional forms

dotEnv is optional. Fields include UBIND_FORM_TYPE (quote or claim), UBIND_SIDEBAR_OFFSET and UBIND_PORTAL_FULLSCREEN. Suffix entries with _1, _2 … for multiple forms.

Get the plugin

Download the uBind WordPress plugin.

Install it, configure your form, and embed quote & buy journeys on your WordPress site in minutes.

Latest release · ubind_1.7.1.zip
Get started

Discover how uBind can supercharge your insurance distribution.

Request a free consultation and a member of our team will walk you through the features and capabilities most relevant to your objectives.

Or call us now on +61 3 9988 0828