Creating a Feed for the iContact Add-On

Creating a Feed for the iContact Add-On

SummaryCreate a FeedFeed Settings Reference

Summary

Before the iContact Add-On can be used with Gravity Forms, you will first need to create a feed. Your iContact Feeds allow you to integrate a form with your iContact account to feed user information in real-time when a form is submitted. This allows you to automatically add subscribers to your iContact mailing lists when a form is submitted.

Create a Feed

To create a feed to iContact using the iContact Add-On for Gravity Forms, do the following from your WordPress Admin Dashboard:

Click on Forms in the left side menu.Select the form that you want to use with iContact.Once within your desired form, hover over Settings and click on iContact.Click Add New to create a new feed. You will be presented with the iContact feed settings screen.

Feed Settings Reference

This table describes the feed settings options you will be offered for an iContact feed.

SettingDescriptionImage KeyNameTo identify your feed when viewing the feed list page. Required1ListSelect the iContact contact list that you would like to add the subscriber to. Required2Map FieldsMap each of the contact list fields to the form field that will send that information. Email field is required. You can create custom fields that will appear within your iContact admin by selecting Add Custom Field when mapping a field. 3Opt-In ConditionIf unchecked, every successful form submission will be sent to iContact. If you wish to set specific conditions for sending form data to iContact, then check the 「Enable」 box and fill out your required criteria.4

Creating a Feed for the Mad Mimi Add-On

Creating a Feed for the Mad Mimi Add-On

SummaryCreate a FeedFeed Settings Screen

Summary
Before the Mad Mimi Add-On can be used with Gravity Forms, you will first need to create a feed. Your Mad Mimi Feeds allow you to integrate a form with your Mad Mimi account to feed user information in real time when a form is submitted. This allows you to automatically add subscribers to your Mad Mimi List when a form is submitted.
Create a Feed
To create a feed to Mad Mimi using the Mad Mimi Add-On for Gravity Forms, do the following from your WordPress Admin Dashboard:

Click on Forms in the left side menu.
Select the form that you want to use with Mad Mimi.
Once within your desired form, hover over Settings and click on Mad Mimi.
Click Add New to create a new feed. You will be presented with the Mad Mimi feed settings screen.

Feed Settings Screen
The following fields are available within the settings screen. Refer to the settings screenshot below.

A feed Name is required. It is only used for identification and will not be shown anywhere other than your feed listing.
Under Mad Mimi List, select your Mad Mimi contact list that you would like to add the subscriber to.
Map Fields: Map each of the contact list fields to the desired form field that will contain that information. You can create custom fields that will appear within your iContact admin by selecting Add Custom Field when mapping a field.
Conditional Logic: If unchecked, every successful form submission will be sent to Mad Mimi. If you wish to set specific conditions for sending form data to Mad Mimi, then check the 「Enable」 box and fill out your required criteria.
Click the Update Settings button to save your options.

Creating a Feed for the Mailchimp Add-On

Creating a Feed for the Mailchimp Add-On

SummaryScenarioStep 1: Create a FormStep 2: Create a Feed

Summary

A feed is the way you define how data is passed from your form submission to an external service. This article will step you through the process of setting up a simple feed. This article assumes that you have already setup the Mailchimp Add-on.

For details on all of the Mailchimp feed settings, refer to the Mailchimp feed settings reference guide.

Scenario

Our example here will focus capturing sign-ups for our team sports newsletter, and registering them automatically to an existing Mailchimp Audience.

Step 1: Create a Form

Firstly, let』s create the form we will be using as the basis for our Mailchimp Feed.

From your WordPress Dashboard, hover over the Gravity Forms icon, and select New Form in the dropdown that appears. Let』s call this form 「Mailchimp Form (Team Sports)」.Add the following fields to the form: Email, Address, Name, and Phone. Later, we will map these fields in our feed so they can be imported into Mailchimp. Click Update to save your form.

If you are following along, your form should look basically something like this.

Our sample team sports newsletter form.

Step 2: Create a Feed

To create a feed, hover over Settings at the top of the form and click Mailchimp in the drop-down menu. On the Mailchimp Feeds page that appears, click Add New to create a feed. The steps below show how to configure your feed.

Since we are creating a feed about team sports let』s Name our feed Team Sports Feed.In the Mailchimp Audience we』ll choose Team Sports. The Audience must be created in your Mailchimp account first for it to show up here. See this Mailchimp guide for more info on creating Audiences. Next, we』ll map each MailChimp field to the corresponding form field you want to use to populate that data. For example, we will match Email Address field to the Email field we created on our form earlier.

You can then select a Group for the user to be added to. We』ll select Soccer and Football and Assign to group: Always. The Group must be created in your Mailchimp account first for it to show up here. See Adding Mailchimp Subscriptions to Groups for more information.We』ll leave the Marketing Permissions blank. You can learn more about them in our Mailchimp feed setting reference.We won』t enable Double Opt-In or Mark subscriber as VIP on this form but you can learn more about both in the Mailchimp feed setting reference.For Tags we will be adding Sports, Team Sports, and newsletter.For the Note, we will add 「This user was added through our Team Sports feed.」 Notes can only be seen by the Mailchimp account owner. We don』t need Conditional Logic on this form. Conditional Logic allows you to add more stringent conditions as to when the feed runs. See our guides for more info. Click the Save Settings button to save your options.

That』s it! Whenever a user submits this form a new contact will be created in the Audience you specified on the feed. Of course, test it first!

Creating a Feed for the PayPal Pro Add-On

Creating a Feed for the PayPal Pro Add-On

SummaryCreate a FeedFeed Settings Screen

DEPRECATION NOTICE: The PayPal Pro Add-On is no longer being updated by Gravity Forms, and is no longer available for download. It uses a legacy PayPal API no longer being actively developed by PayPal, and is not compatible with modern PayPal accounts. It has been replaced in our plug-in library by other PayPal add-ons.
Summary
Once you have a form configured and ready to interact with PayPal Pro, it』s time to bring it all together by configuring the form to integrate with PayPal Pro. Just like all of Gravity Forms Add-Ons, this integration is done by creating a feed.
Create a Feed
To create a feed to PayPal Pro using the PayPal Pro Add-On for Gravity Forms, do the following from your WordPress Admin Dashboard:

Click on Forms in the left side menu.
Select the form that you want to use with PayPal Pro.
Once within your desired form, hover over Settings and click on PayPal Pro.
Click Add New to create a new feed. You will be presented with the PayPal Pro feed settings screen.

Feed Settings Screen
The following fields are available within the settings screen.

A feed Name is required. It is only used for identification and will not be shown anywhere other than your feed listing.
Select the PayPal Pro Transaction Type. Choose from Products and Services, which is a single one time payment, or Subscriptions if you have enabled PayPal Pro』s Recurring Billing option in the PayPal Pro Add-On Settings.
Select the Gravity Form you would like to integrate with.
If you have chosen Subscription as your Transaction Type, you will be given options for the Recurring Amount, Billing Cycle, Recurring Time, Trial Period, and Setup Fee. These are used to setup the recurring payment profile. The Trial Period and Setup Fee should not be used together; you would use one or the other.
Map Fields: Map each of the PayPal Pro fields to the desired form field that will contain that information.
Conditional Logic: If unchecked, every successful form submission will be sent to PayPal Pro. If you wish to set specific conditions for sending form data to PayPal Pro, then check the 「Enable Condition」 box and fill out your required criteria.
Click the Update Settings button to save your options.

Note: You can create multiple PayPal Pro feeds for your form; however, you must configure conditional logic on them. The PayPal Pro Add-On will only process one feed during submission; if conditional logic is not configured, it will use the first feed it finds.

Creating a Feed for the Stripe Add-On (version 2.9 and earlier)

Creating a Feed for the Stripe Add-On (version 2.9 and earlier)

Pre-RequisitesIntroductionCreate Your FeedProducts & Services SettingsSubscription SettingsPayment Collection Settings (Stripe v2.6+)Stripe Checkout SettingsStripe Credit Card Field SettingsUse a Different Stripe Account (Stripe v2.8+)Other SettingsSummaryNotes

Pre-Requisites

Setup the Stripe Add-On
Create a Stripe Compatible Form

Introduction
The last step of integrating Stripe with Gravity Forms is creating a feed. A feed communicates information to Stripe each time a visitor successfully submits your form. This is a critical step. If it is not completed, nothing is sent to Stripe for processing.
Create Your Feed

Open the form you created during the Setting up a Stripe Compatible Form article. If you have not created this form, visit Setting Up A Stripe Compatible Form. Select Forms to view your forms. Hover over your Stripe compatible form, then hover over Settings, and select Stripe from the dropdown.

You will be directed to a Stripe Feeds page. Select Add New or Create One to begin creating your Stripe Feed.
Give your Feed a unique Name. This prevents any trouble with distinguishing the feed later on. It is not displayed to the user.
Select the Transaction Type. Products and Services are single one time payments while the Subscription is a recurring payment. Refer to the sections below for instructions on how to setup each transaction type.

Products & Services Settings

Select which data determines the Payment Amount. You may choose a specific Product Field or the overall Form Total. This is dependent on the fields on your form.

Subscription Settings

Select which data determines the Recurring Amount. You may choose a specific Product Field or the overall Form Total. This is dependent on the fields on your form.
Set the Billing Cycle. This determines how often the recurring payment should occur. By default, the Billing Cycle charges the customer once a day. You can change this option by modifying the number that precedes the time interval, or by changing the time interval itself.
Check the box to enable a Setup Fee. This can be mapped to a pricing field to charge an initial fee to start your subscription. This is dependent on the fields on your form. If you select this option, the Trial field will be unavailable.
If you did not enable the Setup Fee, you have the option to enable a Trial. When enabling the trial period, select the amount of days you would like the trial to last. The customer』s recurring payment will not begin until the end of the Trial Period.

Payment Collection Settings (Stripe v2.6+)
The Payment Collection Method lets you choose how payment information will be obtained.
Note: The Payment Collection Method settings is only available for Stripe version 2.6 and above.
Stripe Checkout Settings
The Stripe Checkout Settings section will only appear if you have Stripe』s Payment Collection Method set to Stripe Payment Form (Checkout) in the Stripe settings.
Note that from Stripe Add-On version 3 and later, these settings have been removed, and Stripe form configuration options are handled from within your Stripe account settings.

The Logo URL is a relative or absolute URL pointing to a square image of your brand or product. The recommended minimum size is 128px x 128px. The supported image types are .gif, .jpeg, and .png.
Add the Name of your company or website.
Add a Description for the product or service being purchased.
Enable/Disable the Billing Address. When this is enabled, Stripe』s checkout form will collect the billing address before the payment information is entered. The first image below shows what the Stripe Checkout form looks like with the billing address enabled. The second image is what is displayed after the billing information is filled out or if billing information is disabled. These images show where the Logo URL, Name, and Description display on the checkout form.

Stripe Credit Card Field Settings
This collection method was deprecated in Stripe Add-On version 3.4 and is not recommended. Refer to this document for more information.
The Stripe Credit Card Field Settings section will only appear if you have Stripe』s Payment Collection Method set to Stripe Credit Card Field (Elements) in the Stripe settings.

Under Billing Information, map the Gravity Form form fields to the Stripe Address fields to send the information to Stripe.

Use a Different Stripe Account (Stripe v2.8+)
The Switch Accounts button under Stripe Account settings allows you to specify that the feed use a different Stripe account than the one set on the Stripe Settings page.
Note: The Switch Accounts setting is only available for Stripe version 2.8 and above.

Under Stripe Account, click the Switch Accounts button.
Select the Mode to use for Stripe integration: Live or Test. Live is for real transactions, and Test is for testing the integration and submitting test forms.
Click the 「Connect with Stripe」 button.
If you have multiple accounts under this Stripe user, you can use the Switch Account drop down menu to select the Stripe account you wish to connect to.

Fill out the form and click the 「Authorize access to this account」 button. Alternatively, if you are using Stripe in development mode, you can click the 「Skip this account form」 link at the top of the page.
You will be returned to the Feed Settings page. You should see 「Connected to Stripe as」 with your account name.
Follow the same instructions to enable the webhook as you did when setting up your Stripe account. Refer to this article for details.

Other Settings

The Customer Information section is only available when the Transaction Type is set to Subscription. Map the Email Field to Email. You can map whichever field you would like for the Description. This will be used to uniquely identify your customer. You may also map a Coupon to a field on the form that contains a coupon code setup in your Stripe dashboard. This discount will apply to the recurring charges.
If you want to send custom Metadata to Stripe, enter text to identify the data and map it to a form field. This data displays under the payment information in Stripe. Click the + to add more than one key. A maximum of 20 keys may be sent. See Note E. Example:

The Stripe Receipt setting is only available when the Transaction Type is set to Products and Services and you have added an Email field to your form. If you would like to send a receipt, select an email field from the drop down. See Note F.
If you would like the Stripe integration to occur conditionally, enable Conditional Logic. This functions the same as Conditional Logic on fields by only triggering the execution of this Stripe Feed if the condition is met. Conditional Logic also allows you to configure multiple Stripe Feeds for a single form and trigger the correct one based on Conditional Logic. Refer to the Conditional Logic feed article for more information.
Click Update Settings to save the feed.

Summary
Now that you have finished setting up your Stripe Feed Settings, you can verify that your Stripe is indeed integrated with Gravity Forms by visiting Verifying Your Stripe Integration.
Notes
A. If you delete the Credit Card field from your form, the Stripe feeds will automatically deactivate to prevent them running during form submission, which as the field is missing, would cause a validation error due to Stripe being unable to capture the card details.
B. If a form has the Credit Card or Stripe Card field on it, these take precedence over the payment collection method of Stripe Payment Form (Stripe Checkout) and Stripe Payment Form (Stripe Checkout) is not used.
C. If a form has both the Credit Card and Stripe Card fields on it, and Conditional Logic is not used to show/hide one of them, the Stripe Card field takes precedence. Please note that a form should not be created where multiple credit card fields are visible on form display.
D. You can create multiple Stripe feeds for your form; however, you must configure conditional logic on them. The Stripe Add-On will only process one feed during submission. If conditional logic is not configured, it will use the first feed it finds.
E. Metadata displays on the Stripe payment page for Product and Services transaction type but not for the Subscription type. For Subscription type, metadata displays on the Stripe customer』s page.
F. If you want Stripe to send a receipt on payment from your Stripe Account (in addition to or instead of your Notifications), you will need to configure that in your Stripe account as it』s not enabled by default at Stripe. You can enable it in your Stripe Dashboard under Emails: https://dashboard.stripe.com/account/emails.

Creating a Feed for the Twilio Add-On

Creating a Feed for the Twilio Add-On

SummaryCreate a FeedFeed Settings Screen

Summary
Before the Twilio Add-On can be used with Gravity Forms, you will first need to create a feed. A feed simply allows form submission data to be sent to another source. In this instance, form submissions being sent to the Twilio API.
Create a Feed
To create a feed to Twilio using the Twilio Add-On for Gravity Forms, do the following from your WordPress Admin Dashboard:

Click on Forms in the left side menu.
Select the form that you want to use with Twilio.
Once within your desired form, hover over Settings and click on Twilio.
Click Add New to create a new feed. You will be presented with the Twilio feed settings screen.

Feed Settings Screen
The following fields are available within the settings screen. Refer to the settings screenshot below.

A feed Name is required. It is only used for identification and will not be shown anywhere other than your feed listing.
The From dropdown will list any phone numbers that are available within your Twilio account. Many users will only have a single number here to select, but if you have multiple numbers, select the number that you would like to use for sending notifications. Alternatively, you can select to use an Alphanumeric Sender ID if it has been enabled in your Twilio account』s SMS settings.
In the To Number field, enter the phone number that you would like notifications sent to. Be sure to include your fully numerical 10-digit phone number, including the area code. When selecting a phone field that uses the international format, the country code should be included in the number passed to the feed.
The Message field is the main part of the notification. Merge tags can be used to dynamically generate your notification message.
The Shorten URLs option will shorten URLs using Bitly. To use this option, you will need to configure Bitly support within the Twilio Add-On.
Conditional Logic: If unchecked, every successful form submission will be sent to Twilio. If you wish to set specific conditions for sending form data to Twilio, then check the 「Enable」 box and fill out your required criteria.
Click the Update Settings button to save your options.

Creating a Feed for the Zoho CRM Add-On

Creating a Feed for the Zoho CRM Add-On

SummaryCreate a FeedFeed Settings ScreenCreating a New ContactCreating a New LeadAdditional Options

Summary
Before the Zoho CRM Add-On can be used with Gravity Forms, you will first need to create a feed. A feed simply allows form submission data to be sent to another source. In this instance, contact and lead data being sent to Zoho CRM.
Create a Feed
To create a feed to Zoho CRM using the Zoho CRM add-on for Gravity Forms, do the following from your WordPress Admin Dashboard:

Click on Forms in the left side menu.
Select the form that you want to use with Zoho CRM.
Once within your desired form, hover over Settings and click on Zoho CRM.
Click Add New to create a new feed. You will be presented with the Zoho CRM feed settings screen.

Feed Settings Screen
The following fields are available within the settings screen. Refer to the settings screenshots below.

A Feed Name is required. It is only used for identification and will not be shown anywhere other than your feed listing.
For Action, chose either Create a New Contact or Create a New Lead. This will define the action that is performed when the feed is triggered by your form. You can use your feed to either create a new contact or a new lead.

Creating a New Contact
When Create a New Contact is chosen as the Action, the Contact Details will display.

Map Fields: Select each of your fields that apply to the defined value. You can define other values by using the bottom-left dropdown in this section. If you need to add a custom field, select 「Add Custom Key」 in the dropdown and use the Zoho CRM field API name as key. You can check the API names for your fields in your Zoho CRM account Setup -> APIs screen, selecting API names.
The following Zoho CRM field types are not supported: Pick List, Currency, Lookup, Owner Lookup, File Upload.

Note that for the Checkbox field type, the add-on only supports mapping one unique choice to a Zoho CRM checkbox, by selecting the individual checkbox choice. The field level 「selected」 choice can be used for mapping to other Zoho CRM field types like Text.

Contact Owner: Select the person to be the owner of the new contact.
Lead Source: Select the source of the lead to be associated with the new contact.
Contact Description: Set a description of the submitted contact. This field supports both static text, as well as merge tags to dynamically insert data based on the form submission.

Creating a New Lead
When Create a New Lead is chosen as the Action, the Lead Details will display.

Map Fields: Select each of your fields that apply to the defined value. You can define other values by using the bottom-left dropdown in this section. If you need to add a custom field, select 「Add Custom Key」 in the dropdown and use the Zoho CRM field API name as key. You can check the API names for your fields in your Zoho CRM account Setup -> APIs screen, selecting API names.
The following Zoho CRM field types are not supported: Pick List, Currency, Lookup, Owner Lookup, File Upload.

Note that for the Checkbox field type, the add-on only supports mapping one unique choice to a Zoho CRM checkbox, by selecting the individual checkbox choice. The field level 「selected」 choice can be used for mapping to other Zoho CRM field types like Text.

Lead Owner: Select the person to be the owner of the new lead.
Lead Rating: Assign the lead a rating.
Lead Source: Select the source of the lead to be associated with the new lead
Lead Status: Assign the lead a status.
Lead Description: Add additional details about the submitted lead. This field supports both static text, as well as merge tags to dynamically insert data based on the form submission.

Additional Options

Options available are Approval Mode, Workflow Mode, Email Opt Out, Allow duplicate contacts, and Update Contact. Simply select these options based on your particular needs. The most notable of these options is the Update Contact option which will update the information if the contact/lead already exists within Zoho CRM.
The Task Details option allows you to create new tasks for the new contact or lead. Once this checkbox is selected, you may then define the Task Subject, Days Until Due, Owner, Status, and Description.
Conditional Logic: If unchecked, every successful form submission will be sent to Zoho CRM. If you wish to set specific conditions for sending form data to Zoho CRM, then check the 「Enable」 box and fill out your required criteria.
Click the Update Settings button to save your options.

Creating a Gravity Forms Account

Creating a Gravity Forms Account

IntroductionHow do I create a Gravity Forms account?I wish to purchase a new licenseI want to register an account without purchasingScreenshotsA. 「Finalize your Gravity Forms account」 email.B. Establishing your new account passwordC. Before I Buy option

Introduction

In order to access your license key and associated capabilities, you will need a Gravity Forms account.

How do I create a Gravity Forms account?

If you purchase a new license without logging in (and using a unique email address), a new account will be created for you.

You can also create one without making a purchase.

Both options are described below, and are also described on our Registration page.

I wish to purchase a new license

Navigate to the Pricing page and complete your purchase. Note the email used when you purchased. You will receive an email asking you to 「Finalize Your Gravity Forms account」. See example in screenshot A at bottom.In that email, click the Set Password & Finalize Your Account link to complete the process. You will be sent to a Gravity Forms login page to set your password. See example in screenshot B at bottom. An 「excellent strength」 random password will be suggested. Record it securely (or type in your own), and click Save Password.You now will have a Gravity Forms account and a password you can log in with, and your new license key will already be there waiting!

I want to register an account without purchasing

At the login page, choose 「Register」 at bottom, or navigate to the Registration page.Here you will be offered a few options to create your account. To create a new account without purchasing, choose the option 「Before I Buy」 and complete the Register New Account form. See Screenshot C.You will be sent to a Gravity Forms login page to set your password. See example in screenshot B at bottom. An 「excellent strength」 random password will be suggested. Record it securely (or type in your own), and click Save Password.You now will have a Gravity Forms account and a password you can log in with.

Screenshots

A. 「Finalize your Gravity Forms account」 email.

Example of the email you will receive after making a first time purchase.

B. Establishing your new account password

C. Before I Buy option

Creating Chained Selects with the Chained Selects Add-On

Creating Chained Selects with the Chained Selects Add-On

Pre-RequisitesSummaryCreating ChoicesSetupHeadersSelectsGenerating Choice FilesExporting From Google Drive/Google SheetsUploading Chained Select ChoicesLimitations

Pre-Requisites

Download and install the add-on
A Chained Selects field on your form

Summary
When creating Chained Selects in Gravity Forms, you will need to create a CSV file that will hold all of your available options. In this article, we will show you how to easily create a chained select field using the Chained Selects Add-On.
Creating Choices
First you will need to create the choices that will be available within the field. This is done by creating a CSV file.
In this example, we will be using Google Drive to create a CSV file, but other software such as Microsoft Excel can also be used.
Setup
Chained Selects requires a few different things within your CSV file to work properly:

Selects laid out in columns.
Column headers as select labels.

It should look something like this:

Headers
The first row contains the column header. This is essential, as it lays the foundation for each select.
Selects
Following the first row, each combination of options is laid out with subsequent options continuing to the right.
In the following example, the user would be selecting a car』s make, model, and year. Because of this, each option and subsequent child options need to be defined.

As seen above, if a user selected a Toyota, additional options of Camry, Matrix, and Prius would be available. Once the model is selected, the year would then be available.
Generating Choice Files
After you』ve set up your choices, you』ll need to generate a CSV to import into the Chained Selects field. We will use Google Drive as an example here, but you』re free to use anything you want, as long as the file is exported as a CSV.
Exporting From Google Drive/Google Sheets

To export your settings as a CSV, click on File at the top of the page, select Download as, then select Comma-separated values. The file will then be downloaded and ready to import into your Chained Select field.
Uploading Chained Select Choices
To upload your created CSV file, access your Chained Selects field and upload the file to the Import Choices field setting. Be sure to update your form when completed to retain your uploaded field choices.
Limitations
By default the CSV file being uploaded is limited to 5000 unique values allowed for each column and 1mb of file size. If you require going beyond these limits, you can alter them using gform_chainedselects_column_unique_values_limit and gform_chainedselects_max_file_size respectively.

Creating Customized Form Notification Emails

Creating Customized Form Notification Emails

IntroductionFormatting Your MessageUsing Merge TagsConditional ShortcodesBasic ExampleExternal Resources

Introduction
A combination of HTML, CSS styling and Gravity Forms merge tags can be used to create a template that will be populated with dynamic content allowing you to style and brand your notifications. In this article, we』ll give you a basic understanding of how to create a notification email template for customizing the message body of your notifications. To begin, you will visit a specific notification for your form.

IMPORTANT: When customizing, remember to disable the Auto-formatting setting in your notification.

Formatting Your Message
The message body of your email can be created and formatted by using either a Visual editor or Text editor. The Visual editor provides a basic formatting toolbar for quick HTML templating. If you would like more control over your HTML, you can switch to the Text editor and provide any HTML markup for inclusion in your email. Please note that not all HTML tags and CSS styles are supported across all email clients. To ensure WordPress does not interfere with your formatting customizations, please disable the auto-formatting setting.
If you opt to add your own custom HTML tags using the Text tab, make sure to stick to the Text tab, the WordPress classic editor used for notifications is known to remove certain HTML tags when switching between Text and Visual tabs.
To prevent switching the tabs by mistake, you can use the following snippet to disable the Visual tab completely.
add_action( 'admin_init', 'disable_tinymce_for_notifications');
function disable_tinymce_for_notifications() {
if ( ( RGForms::is_gravity_page() && rgget( 'page' ) === 'gf_edit_forms' && rgget( 'view' ) === 'settings' ) && rgget( 'subview' ) === 'notification' ) {
add_filter( 'user_can_richedit', '__return_false' );
}
}

You can add the above snippet to your site as usual.
Using Merge Tags
To the right of the editor, you will find a merge tag drop down. This will insert merge tags into the body of your message. These merge tags will be used to dynamically populate content in your notification message based on the entry being processed.
Conditional Shortcodes
It is also possible to conditionally show blocks of content based upon values from the entry being processed. The conditional shortcode can be used to conditionally include content in your notification.
Basic Example
The following is a basic example of content that could be within the email body.

Email Header


Hello {Name (First):1.3}{Name (Last):1.6},

This is some body content with a margin around it.

{form_title}

This could be some footer content.

In the above example, we』re doing the following:

Placing a header within h1 tags to format the content as a header.
Embedding an image using an img tag.
Greeting the user by dynamically populating their first name and last name using merge tags.
Wrapping some content with a small margin.
Outputting the form title using the {form_title} and styling it with green text.
Outputting static content that is styled with red text.

External Resources
If you need more information on how to use HTML and CSS to style content, the following resources are suggested:

HTML Tutorial by W3Schools
CSS Tutorial by W3Schools