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.

Credit Card

Credit Card

SummaryCommon SettingsGeneral SettingsAppearance SettingsAdvanced SettingsMerge TagsUsageModifiers

Summary

Payment add-ons such as Authorize.Net and PayPal Payments Pro enable the Credit Card field in Gravity Forms. This field appears in the Pricing Fields toolbox of the Form Editor. This field type makes it easy to capture credit card information. It includes integrated card type detection so the user does not have to pick which type of card they are using and it also has built in validation to validate that the card format is correct.

Note: many Gravity Forms payment add-ons use custom credit card fields that meet their individual security and payment flow criteria. Only use this generic credit card field if you have no brand specific card field option.

Credit Card field as displayed in the Field Library

Credit Card field as displayed in the Form Editor.

This field does not actually store any of the personal information entered, to be compliant with PCI standard, only the card type and last four digits of the card are stored. The full card data is available as part of the initial form submission strictly as part of integration with the Authorize.Net add-on and other payment gateway add-ons. This data will not be stored as part of the form entry and is not retained by your site, server, or database.

If you preview or view your form on a page that is not secure, it will be obvious, both to you and your users, if you do not properly secure the page. If the page is unsecured, the Credit Card field will be highlighted with a red warning. This warning will not be displayed if the page displaying the form is loaded via https with a valid SSL certificate.

Note: When using Page fields to create a multi-page form, the Credit Card field should be located on the last page of the form.

Common Settings

For a description of each of the most common field settings, refer to this article.

General Settings

SettingDescriptionSub-LabelsThis option allows you to override the default sub-labels for each field.Supported Credit CardsUse this setting to enable or disable individual credit card types.

Appearance Settings

SettingDescriptionSub-Label PlacementSimilar to the Description Placement, but affects the sub-label placement instead.

Advanced Settings

SettingDescriptionForce SSLCheck this box to prevent the field from being displayed on insecure (non-https) pages.

Merge Tags

For more information on the use of merge tags, refer to these articles.

Usage

{Field Name:2}

Modifiers

This merge tag does not have any modifiers.

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

Defining Minimum Add-On Requirements

Defining Minimum Add-On Requirements

WordPress RequirementsWordPress VersionWordPress PluginsPlugin NamePHP RequirementsPHP VersionExtensionsExtension VersionFunctionsGravity Forms RequirementsGravity Forms Add-OnsAdd-On NameAdd-On VersionCustom Requirements

As of Gravity Forms 2.2, add-ons can now easily define requirements that are needed before the add-on can be used. Defining requirements is as simple as overriding the minimum_requirements function in the GFAddOn class.
1234567891011class Example_AddOn extends GFAddOn {     public function minimum_requirements() {        return array(            'wordpress' => array(                'version' => '4.6.2',            )        );    } }
WordPress Requirements
Using the wordpress array key, requirements based on the WordPress installation can be defined.
12345array(    'wordpress' => array(        // WordPress-related requirements go here.    ))
WordPress Version
Within the wordpress requirement, the version key can be used to define a specific WordPress version to be used as a minimum requirement. Versions higher than this number will succeed, while lower versions will fail.
12345array(    'wordpress' => array(        'version' => '4.6.2'    ))
WordPress Plugins
12345array(    'plugins' => array(        'rest-api/plugin.php',    ),)
Plugin Name
12345array(    'plugins' => array(        'jetpack/jetpack.php' => 'Jetpack by WordPress.com',    ),)
PHP Requirements
Requirements related to PHP versions, extensions, or even available functions can be defined by using the php array key.
12345array(    'php' => array(        // PHP-related requirements go here.    ))
PHP Version
12345array(    'php' => array(        'version' => '5.6',    ))
Extensions
1234567array(    'php' => array(        'extensions' => array(            'curl',        ),    ),)
Extension Version
123456789array(    'php' => array(        'extensions' => array(            'curl' => array(                'version' => '1.0',            ),        ),    ),)
Functions
1234567array(    'php' => array(        'functions' => array(            'openssl_random_pseudo_bytes',        ),    ),)
Gravity Forms Requirements
Gravity Forms Add-Ons
12345array(    'add-ons' => array(        'gravityformsmailchimp',    ),)
Add-On Name
1234567array(    'add-ons' => array(        'gravityformsstripe' => array(            'name' => 'Gravity Forms Stripe Add-On',        ),    ),)
Add-On Version
1234567array(    'add-ons' => array(        'gravityformspaypal' => array(            'version' => '5.0',        ),    ),)
Custom Requirements
123array(    array( $this, 'custom_requirement_callback' ),)

Creating a Feed for the User Registration Add-On

Creating a Feed for the User Registration Add-On

SummaryCreate a FeedFeed SettingsUser SettingsNoteUser MetaUser Meta in Create User FeedsUser Meta in Update User FeedsUser Meta and User ProfilesAdditional OptionsDelete a Feed

Summary

Installing the User Registration Add-On gives you access to the functionality, but to enable your form submission data to be used in the user registration process, you will need to create a User Registration Add-On feed.

Create a Feed

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 User Registration.Once within your desired form, hover over Settings and click on User Registration.Click Add New to create a new feed. You will be presented with the User Registration feed settings screen.

Feed Settings

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.For Action, chose either Create User or Update User. This selects if you would like to use this feed to create a new user or update data for the current logged in user. The most common setting here is Create User.

Caveat: The same form cannot be used for new user registrations and user updates simultaneously. If you would like users to be able to register as well as update their details, you will need to create separate forms for each of the actions.

User Settings

When Create User or Update User is the chosen action, you will be presented with the User Settings.

This reference guide explains each of the User Settings fields.

SettingDescriptionUsernameSelect the field that will be used to set the username of the newly created user. Be sure that an appropriate field exists within your form as this is a required setting. This setting is not available for Update User feedsFirst Name and Last NameSelect the corresponding form fields in which your user would enter their first and last names. While these are optional settings, they are highly recommended as they will help immensely if you need to review or edit users.NicknameAllows the user to have a name different from their username or first/last names. If not set, the content of the Username will be used for this field when the user is created inside WordPress.Display NameAllows you to set the display name for the user, based on existing information within the user』s profile, such as {nickname}, {username}, or {first name}. By default it will use the Nickname set. If the user has not defined a nickname during registration, the username will be used.Email AddressWhen the user is created, it will use the contents of the form field defined here within the user profile and is used for things like user activation or password generation/resets. This field is required.PasswordAllows you to either choose a specific field within the form which a user can create their own password or have WordPress send a link to the user』s email to set their password.RoleSelect the role of the newly created user within your site. This field is required. See note.

Note

Be careful when selecting a user role. For example, setting the Administrator role will grant users created with this form full access to your site and all settings. For more information on user roles and capabilities, take a look at the Roles and Capabilities article on the WordPress codex.

User Meta

Here you can map form fields to custom meta values to be stored as a key-value pair of additional data for the user.

Using the Select Meta Key dropdown, you can select an existing meta key or define a new custom meta key by selecting Add Custom Meta and entering it into the text field that displays. To the right of the user meta key, select the field that will be used to provide the value for this meta key. If you want to add more user meta information, click on the 「+」 button to the right and you will be presented with an additional row.

User Meta in Create User Feeds

If you add this setup to a Create User feed, the field value entered into the mapped field for that meta key will be added to the User Meta during form submission.

User Meta in Update User Feeds

For an Update User feed, the mapped field will initially populate with the existing User Meta value (if any) on form rendering. It will also update the value during form submission if a new value was provided.

User Meta and User Profiles

Note that this module will save information from form fields into the user meta keys as configured, but it will not create new fields in the User Profile. This is not possible using the User Registration add-on, but there are third-party plugins that can be used for such use cases. E.g. Extra User Details.

Additional Options

SettingDescriptionSend EmailEnable this option if you would like to send an email containing their password to the newly created user.Note: This setting is locked when Password is configured to 「Set Password via Email Link」.Set Post AuthorCheck this box to have the newly created user set as the author of the post. This option is only available when the form uses post type fields or has an Advanced Post Creation feed.User ActivationEnabling this setting will require additional action before the newly registered user is created, either via email sent to the user or manually by an admin.Registration ConditionIf unchecked, every successful form submission will be sent to User Registration. If you wish to set specific conditions for sending form data to User Registration, then check the 「Enable」 box and fill out your required criteria.

Delete a Feed

Do the following from your WordPress Admin dashboard to delete the feed entirely. Caveat: you cannot undo or recover a deleted feed.

Click on Forms in the left side menu.Select the form that you want to use with User Registration.Once within your desired form, hover over Settings and click on User Registration.Click Delete under the feed you would like to remove.

Custom Logging Statements

Custom Logging Statements

IntroductionLogging evaluation of conditional logicLogging field validation errorsLogging saved valuesWriting to the core logWriting to the add-on log

Note: As of Gravity Forms 2.4, the following non-dismissible notice will be displayed on every WordPress admin page when logging is enabled:

Refer to our Logging and Debugging article for more information.
Introduction
While Gravity Forms and its add-ons include numerous logging statements sometimes you may need to add more. For example, standard logging statements don』t include the evaluation of conditional logic rules or field validation failures.
Find out how to enable logging with Gravity Forms 2.2+ in the Logging and Debugging article, older versions of Gravity Forms would require the Logging Add-On.
Logging evaluation of conditional logic
If you are having an issue with notifications not being sent due to the conditional logic rules not being met you can see exactly how the conditional logic rule is configured and what the actual field value was by using the gform_is_value_match hook in your theme functions.php file.
12345678add_filter( 'gform_is_value_match', 'log_conditional_logic_evaluation', 20, 6 );function log_conditional_logic_evaluation( $is_match, $field_value, $target_value, $operation, $source_field, $rule ) {    GFCommon::log_debug( 'gform_is_value_match: $rule => ' . print_r( $rule, 1 ) );    GFCommon::log_debug( 'gform_is_value_match: $field_value => ' . print_r( $field_value, 1 ) );    GFCommon::log_debug( 'gform_is_value_match: $is_match => ' . var_export( $is_match, 1 ) );     return $is_match;}
Logging field validation errors
Field validation failures can be logged using the gform_validation hook in your theme functions.php file.
1234567891011add_filter( 'gform_validation', 'log_validation_errors', 50 );function log_validation_errors( $validation_result ) {    $form = $validation_result['form'];    foreach ( $form['fields'] as $field ) {        if ( $field->failed_validation ) {            GFCommon::log_error( "form #{$form['id']}: validate() - failed: {$field->label}({$field->id} - {$field->type}) - message: {$field->validation_message}" );        }    }     return $validation_result;}
Logging saved values
Values being saved can be logged using the gform_save_field_value hook in your theme functions.php file.
12345678910add_filter( 'gform_save_field_value', 'log_saved_values', 50, 5 );function log_saved_values( $value, $entry, $field, $form, $input_id ) {     $input_name = 'input_' . str_replace( '.', '_', $input_id );     GFCommon::log_debug( "log_save_field_value: Input ID: {$input_id}. POST value => " . print_r( rgpost( $input_name ), true ) );    GFCommon::log_debug( 'log_save_field_value: Saved value => ' . print_r( $value, true ) );     return $value;}
Writing to the core log
To add a simple custom logging statement to your own code which will save to the core log you use the following:
1GFCommon::log_debug( __METHOD__ . '(): running.' );
To also include a variable which contains a string in the logging statement you could do this:
1GFCommon::log_debug( __METHOD__ . "(): Nothing to do for the {$event} event." );
If you wanted to output another type of variable such as an array you could use the following:
1GFCommon::log_debug( __METHOD__ . '(): form => ' . print_r( $form, true ) );
Writing to the add-on log
If you are creating your own add-on which uses the Add-on Framework you can use the following to write the logging statement to the log file for the add-on:
1$this->log_debug( __METHOD__ . '(): feed => ' . print_r( $feed, true ) );
__METHOD__ is a PHP constant, it will be replaced with the class method name. You could remove that and include the function name or some other identifier in the logging statement itself.

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 a Feed for the 2Checkout Add-On

Creating a Feed for the 2Checkout Add-On

SummaryRequired FieldsCreate a FeedFeed Settings ScreenSubscription SettingsViewing Sales Results

Summary
Before the 2Checkout Add-On can be used with Gravity Forms, you will first need to create a feed. A feed allows form submission data to be sent to another source. In this instance, payment data being sent to 2Checkout.

Note: To use the 2Checkout Add-On, you will need a 2Checkout Field within your form. When using Page fields to create a multi-page form, the 2Checkout Credit Card field should be located on the last page of the form.

Required Fields
To create a feed for 2Checkout, you must have the following fields on your form:

Product Field and/or Total Field
2Checkout Field (only available when you have the 2Checkout Add-On active)

Create a Feed
To create a feed to 2Checkout using the 2Checkout 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 2Checkout.
Once within your desired form, hover over Settings and click on 2Checkout.
Click Add New to create a new feed. You will be presented with the 2Checkout 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.
Choose the Transaction Type. Most users will select Products and Services, but there is also the Subscription transaction type if you will be taking recurring payments.
Based on your selection within the Transaction Type drop down, additional settings will be available. This will either be the Products and Services Settings or Subscription Settings. Within both options, you will select the field that contains your form total, but if you have selected the Subscription option, you will also see additional options to control the subscription. See the section on Subscription Settings Below.
Configure the Billing Information. Map each of the various options to the desired form field that will contain that information.
Conditional Logic: If unchecked, every successful form submission will be sent to 2Checkout. If you wish to set specific conditions for sending form data to 2Checkout, then check the 「Enable Condition」 box and fill out your required criteria.
Click the Update Settings button to save your options.

Subscription Settings
The following fields are available when selecting Subscription transaction type.

Subscription Name: Enter a name for the subscription. It will be displayed on the 2Checkout dashboard as the name for the subscription. If left blank, the Feed Name will be used instead.
Recurring Amount: Select which field determines the recurring payment amount, or select 『Form Total』 to use the total of all pricing fields as the recurring amount.
Billing Cycle: Select your billing cycle. This determines how often the recurring payment should occur. The first drop down defines the numeric frequency from 1-12 and the second allows you to select Week(s), Month(s) or Year(s).
Recurring Times: Select how many times the recurring payment should be made. The default is to bill the customer until the subscription is cancelled.

Note: You can create multiple 2Checkout feeds for your form; however, you must configure conditional logic on them. The 2Checkout Add-On will only process one feed during submission; if conditional logic is not configured, it will use the first feed it finds.
Viewing Sales Results
After creating a feed and making your first sale, you can view the results on the Sales Results page.  Review Viewing Sales Results article for more information.

Creating a Feed for the PayPal Payments Standard Add-On

Creating a Feed for the PayPal Payments Standard Add-On

SummaryCreate a FeedFeed Settings ScreenOther SettingsFeed Notifications Setup

Summary

Before the PayPal Payments Standard 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, payment data being sent to PayPal.

Create a Feed

To create a feed to PayPal Payments Standard using the PayPal Payments Standard 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 Payments Standard.Once within your desired form, hover over Settings and click on PayPal Payments Standard.Click Add New to create a new feed. You will be presented with the PayPal Payments Standard feed settings screen.

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

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.In the PayPal Email Address field, enter the email address for the PayPal account that will be receiving payments.The Mode field determines if you want to receive live payments or are submitting them to PayPal in sandbox mode for testing. If you』re ready to take payments live, set this to Production. Otherwise, set it to Test.Select the Transaction Type. If you are selling a one-time physical or digital product, you will typically select the Product and Services option. If you are selling a recurring subscription or accepting donations, you will want to select the respective option.

After you have selected your desired option within the Transaction Type dropdown, you will see various other fields appear that are specific to the option you have selected, in addition to other options below it. For more information on the fields that are specific to your transaction type, you may review the following articles:

The PayPal Payments Standard Products and Services Transaction Type

The PayPal Payments Standard Subscription Transaction Type

The PayPal Payments Standard Donations Transaction Type

Other Settings

Under the Other Settings section, there are several other options that can be configured. These options are the same regardless of the transaction type you select.

Billing Information configures what billing information is sent to PayPal when processing a transaction. Map each of the billing fields to the desired form field that will contain that information.The Image URL option allows you to enter the URL of the image displayed as your logo in the upper left order of the PayPal checkout pages.The Cancel URL option lets you customize the URL that users will be sent to if they cancel their order within PayPal before completion.

Options: These checkboxes allow you to better control the information that is obtained from PayPal. If you do not need to pass the address on to PayPal, enable the checkbox labeled Do not prompt buyer to include a shipping address. The same applies for passing a note.Some users may see a deprecated section titled Notifications. This section is only visible if the feed were previously configured to control notifications this way. See the Notifications section below for details on how to control when notifications are sent based on Events.Conditional Logic: If unchecked, every successful form submission will be sent to PayPal. If you wish to set specific conditions for sending form data to PayPal, then check the 「Enable Condition」 box and fill out your required criteria.Click the Update Settings button to save your options.

Feed Notifications Setup

Controlling when notifications are sent used to be available in the Feed Setup. This has been removed and is now controlled from the Notification itself.

Click on the Notifications menu in the left navigation.

Hover over the name of the notification you wish to modify and click Edit, or create a new notification. An Event section with the actions available for sending notifications will display.

Expand the drop down for the Event section and select the Event for which you want a notification sent. If you need to send notifications for more than one event, simply create another notification.Fill out the rest of the notification and click Update Notification or Save Notification, depending on whether this is an existing or new notification.

Creating a Feed for the EmailOctopus Add-On

Creating a Feed for the EmailOctopus Add-On

SummaryPre-requisitesSteps to Create a FeedFeed Settings Screen

Summary
Before the EmailOctopus Add-On can be used with Gravity Forms, you will first need to create a feed. Your feeds allow you to integrate a form with your EmailOctopus account and feed user information in real time to their service when a form is submitted. This allows you to automatically add subscribers to your list at form submission.
Pre-requisites

You have completed setup the EmailOctopus add-on, including registering the API key.
You should already have a form setup within GF that you wish to use as the source of feed submissions.

Steps to Create a Feed
If all pre-requisites are complete, 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 EmailOctopus.
Once within your desired form, hover over Settings and click on EmailOctopus.
Click Add New to create a new feed. You will be presented with the EmailOctopus feed settings screen. See below for information on the fields presented there.

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.
Select the EmailOctopus List you would like to add the subscriber to. The drop-down should offer the lists already setup within your EmailOctopus account.
Map Fields: Map each of the list fields to the desired form field that you wish to be the source for that information.
Conditional Logic: If unchecked, every successful form submission will be sent to EmailOctopus. If you wish to set specific conditions for sending form data to EmailOctopus, then check the 「Enable Condition」 box and fill out your required criteria.