Gravity Forms Infusionsoft Feed

Omschrijving

The best Keap feed for Gravity Forms.

Integrates Gravity Forms with Keap (formerly Infusionsoft) CRM, allowing form submissions to be automatically sent to your Keap CRM account.

Features

Easily create contacts under certain conditions

For example, Contact creation occurs only when the visitor enters an email address.

Affiliate tracking

Give your affiliates a link containing their Affiliate code to a Gravity Form. Keap will record the link click.

Leadsource assignment

Assign leadsources to a Keap contact.

Duplicate checking

Duplicates will be updated or created. Check on:

  • Company, Name, Email
  • Name, Email
  • Email

Upload to Contact Filebox

Optionally upload files to a Contact’s filebox using a form upload field.

Combine fields

Avoid assigning too many Keap custom fields. Combine values from multiple Gravity Form fields into one Keap custom Contact field.

Conditional or Unconditional API Goals

Trigger an Keap campaign based on submitted form values or on every Gravity Form submission.

Configuration

See Configuration for configuration instructions.

Deactivate

Use the following process to disable the plugin and clear the custom field cache:

  • Plugins > Systasis GF Infusionsoft Feed > Deactivate

Uninstall

This process deletes all feeds, clears all caches and deactivates the plugin.
Use this process when you suspect the plugin is not operating correctly and you want to delete all feeds.
This process deactivates the plugin, it does not delete the plugin from the WordPress environment.

Use the following process to delete all feeds and Deactivate the plugin.

  • Plugins > Systasis GF Infusionsoft Feed Settings > Uninstall Add-On

Delete

You must Deactivate or Uninstall the plugin before performing this process.

Use the following process to remove the plugin from the WordPress environment:

  • Plugins > Systasis GF Infusionsoft Feed Delete

Additional Info

Clear Cache

Due to Keap API usage limits, Gravity Forms stores Keap custom fields data for twelve hours.
If you make a change to your custom fields, you might not see it reflected immediately due to this data caching.

  1. Navigate to Gravity Forms Settings > Systasis Gravity Forms Feed Add-On
  2. Click the “Clear Custom Fields Cache” button

Affiliate Field Type

The Feed Add-On supports affiliate tracking using a custom field type.
The purpose of this field is to extract an Affiliate ID from the URL, and send it to Keap via its link tracking service.
You will use this field as follows:

  1. Add an instance of it to a Gravity Form
  2. Configuring the resulting field to indicate the name of the URL query variable

Step One: Add an Affiliate field

Find the Affiliate ID field in the “Advanced Fields” section

The Affiliate Id field is a hidden field on your form
Add the field to a form like any other field, usually at the top of the form.

Step Two: Configure an Affiliate field

The only configuration required for an Affiliate Id field is to name the URL query parameter.
The presence of this field triggers the Feed Add-On to create a link tracking record for the Affiliate ID in the newly created or updated Contact.

  1. Open the field’s configuration panel, then click the “General” tab
  2. Change the Field Label value to “Affiliate Code” from “Untitled”
  3. Click the “Advanced” tab
  4. Enter the name of the URL query parameter in the “Parameter Name” setting

Data Type Mapping

Describes how Gravity Forms data types map to Keap data types.

These are suggested GF types. The GF Single Line Text data type will map to any Keap data type.
For example, Keap will not store a Single Line Text with the value “32-Jan-2018” as a Date data type.

Keap data types that do not define value choices will reject a bad value when that value is out of range.
Keap data types that define value choices will accept any value even when that value is not in the choice list.

Keap                    Gravity Forms      Comment
-------------           ------------       -------
Contact File Box        File Upload

Currency                Number             2 decimal places

Date                    Date

Date/Time               N/A

Day of Week             Drop Down          Use numbers 1 - 7 as values
                                           See Note 1
                        Number             Use GF min/max

Decimal Number          Number

Drilldown               N/A

Dropdown                Drop Down

Email                   Email

Month                   Drop Down          Use numbers 1 - 12 as values
                                           See Note 1
                        Number             Use GF min/max

List Box                Multi Select

Name                    Name (Full)

Percent                 Number

Phone Number            Phone

Radio                   Radio Buttons

Social Security Number  N/A

State                   Drop Down          Use two-letter state abbreviation as values
                                           See Note 1

Text                    Single Line Text   255 characters

Text Area               Checkboxes        \
                        Drop Down          \
                        Multi Select        > 64,000 characters, csv list of selected options
                        Radio Buttons      / See Note 1
                                          / See Note 2

Text Area               Paragraph Text     64,000 characters

User                    N/A

User List Box           N/A

Website                 Website

Whole Number            Number             Round half away from zero

Year                    Drop Down          See Note 1
                        Number             Use GF min/max

Yes/No                  Checkboxes        \ See note 3
                        Drop Down          \ See Note 1
                                            > Yes = 1, No = 0
                        Radio Buttons      /

1 Ensure the default value is the empty value; make the first entry an empty value.
2 Map combineable fields using the “Combine Fields” feature and setting the CSS class on the field’s Appearance tab.
Use the Keap Text Area datatype to store more than 255 combined characters.
3 For opt-in, consider a Checkbox with a single option value “Yes”

Schermafdrukken

  • Feed Add-on Settings
  • Create/Edit/Duplicate/Delete Feed
  • Feed Name and Action Settings
  • Upload to Contact Filebox Settings
  • Contact Details Settings
  • API Goal Settings
  • Combine Fields Settings
  • Feed Conditional Logic Settings

Installatie

These steps assume that the Gravity Forms WordPress plugin is installed.

  1. Install and activate the Gravity Forms Infusionsoft Feed Add-On
  2. Configure your API Key. Instructions on finding your API key

FAQ

Tag Application

This feed add-on does not directly support conditional tag application.

  • Use an API goal connected to one or more sequences to implement unconditional tag application.
  • Map Gravity Forms fields to Keap Contact custom fields, then use an API goal connected to a decision diamond connected to two or more sequences to implement conditional tag application.

Support Services

  • Item support available at Gravity Forms Infusionsoft plugin support includes:

    • Availability of the author to answer questions
    • Answering technical questions about item’s features
    • Assistance with reported bugs and issues
    • Help with included 3rd party assets
  • Item support does not include:

    • Customization services
    • Installation services

Beoordelingen

13 mei 2020
If you use both GravityForms (the best forms plugin ever) and Infusionsoft, then you will love this wonderful free plugin that sends your form submissions into your Infusionsoft account. Very simple to setup and configure, very easy to setup a feed for each form, and very easy to map your form fields to your contact fields (even your Custom Fields in Infusionsoft), and some nice options to setup Conditional or Unconditional API Goals. Also, excellent support from the Developer. Definitely 5-star worthy.
9 november 2018
This plugin is easy to use and powerful. I'm also impressed by the customer support. I submitted a ticket and received a response within hours. Highly recommended!
28 juli 2018
I think we've all been waiting for a breakthrough like this for a long time. Finally - gravityforms and Infusionsoft integrated seamlessly together by a single plugin. Not to mention, the dev team is more kind, supportive, and helpful than anything online. This all around experience has made my month. Thank you, Systasis, you have created a raving fan this week because of your product and support!
Lees alle 5 beoordelingen

Bijdragers & ontwikkelaars

“Gravity Forms Infusionsoft Feed” is open source software. De volgende personen hebben bijgedragen aan deze plugin.

Bijdragers

Changelog

2.4.1

Remove extraneous trailing comma when constructing feed add-on long description

2.4

Implement Composer
Implement Gravity Forms v2.5 integration
Implement feed add-on settings UI
Improve feed settings UI
Incorporate Novak Infusionsoft SDK at commit 1e3e7a8
Display “deactivate infusionsoft-sdk plugin” admin message when infusionsoft-sdk plugin is active
Documentation update to capture Keap rename
Cache lead sources
Memorialize contact API goals achieved, files uploaded in Entry notes