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Setting up the PayPal Checkout Add-On

PrerequisitesGetting to the PayPal Checkout Add-On SettingsConnecting to PayPalAccount StatusEmail confirmedPayment ReceivableCredit Card field support

Notice: The Gravity Forms PayPal Commerce Platform Add-On has been renamed PayPal Checkout as of version 2.0.

Prerequisites

See the Using the PayPal Checkout Add-On article.

Getting to the PayPal Checkout Add-On Settings

The PayPal Checkout Settings will allow you to connect the add-on to PayPal.

Navigate to the PayPal Checkout Add-On Settings page:

Log into your WordPress admin dashboard.On the left side navigation menu, hover over Forms and click on Settings.Click on the PayPal Checkout tab.

Connecting to PayPal

The PayPal Checkout Add-On supports connecting to the Live or Sandbox PayPal environments.

We recommend connecting to the Sandbox environment when first configuring the add-on or when making changes to existing forms so you can test the forms without interacting with your live PayPal account.

Note: PayPal does not permit connecting to a localhost. Attempting to do so will generate an error message 「Hostname localhost not allowed.」 To test locally, try to use a top-level domain such as .local..

You do not need to have an existing PayPal account to connect the add-on as PayPal will offer you the opportunity to create a new PayPal account whilst connecting the add-on.

Select the environment and then click the Connect with PayPal button.

In the PayPal modal which is displayed follow the steps provided by PayPal to connect to an existing PayPal account or create a new PayPal account.

When you have completed connecting the add-on to your PayPal account click the Go back to Gravity Forms button to close the modal. The add-on settings page will reload.

When the add-on is successfully connected the Connect with PayPal button will be replaced with your PayPal merchant ID and the Disconnect from PayPal button.

Account Status

This is only displayed when the add-on is connected to PayPal, it displays the current status of the PayPal account used to connect to the PayPal Checkout.

Email confirmed

Indicates whether the primary email of the connected PayPal account has been confirmed.

PayPal requires your account email address is confirmed before you can accept payments. See the How do I confirm my email address? article on the PayPal Help Center site.

Payment Receivable

Indicates whether the connected PayPal account can receive payments.

There are many reasons why PayPal can indicate your account can』t receive payments. Please contact PayPal for support with this issue.

Credit Card field support

Indicates whether the connected PayPal account supports accepting payments using the credit card payment method of the PayPal Field

The Custom Card Fields API is (at the time of writing this, March 2020) in limited release on the PayPal Checkout platform. At the time of writing, it was available for the following countries: Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Greece, Hungary, Italy, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, UK, and US.

PayPal also need to review your account to enable the feature.

Check with PayPal for the most up-to-date information on requirements and available markets.

If this feature is not enabled for your PayPal account you can still capture payments using PayPal Checkout which is also available with the PayPal Field.

Setting up the Mollie Add-on

Pre-RequisitesGetting to the Mollie SettingsModeConnecting to LiveConnecting to TestNotes

Pre-Requisites

Gravity Forms and Gravity Forms Mollie Add-On installedSSL Certificate Installed and ConfiguredA Mollie Account

Getting to the Mollie Settings

The Mollie Settings will allow you to connect and authenticate to your Mollie account. It will allow you to connect to either your Live or Test Mollie environment.

Navigate to your Mollie Add-On Settings page:

Log into your WordPress admin dashboard.On the left side navigation menu, hover over Forms and click on Settings.Click on the Mollie tab.

Mode

Specify the environment you want to send your form submissions to. Choosing Live will send transactions to your live/production Mollie account and may initiate real charges. Test will pass the form entry into your Mollie Test environment, which will not generate any real transactions.

Under Mollie Account, select the Mode to use for Mollie integration: Live or Test.Continue in the sections below labeled Connecting to Live or Connecting to Test.

Connecting to Live

Select the Mode Live and Click the Connect with Mollie button.Your web browser will pass you to a new screen showing 「Redirecting you to Mollie…」   Login with your Mollie Account and Sign In. You will be directed to a Mollie Permissions screen with the message 「Gravity Forms requests access to your Mollie Organization:」 and a list of the permissions that are necessary for the feed to be properly configured. If you have multiple organizations under this account, you can select the correct organization from the drop-down list provided. Click Allow Access to accept the listed permissions for Gravity Forms access to your Mollie account. This will connect your Mollie account to Gravity Forms. You will be returned to the Mollie Settings tab. You should see 「Connected to Mollie as」 with your Organization name. A new section will also be added for Website Profile and a drop-down allowing you to select your Profile from your Mollie Account. Your default Business Location in Mollie will be selected, but if you have more than one in your account, you can select the correct one from this list. Click Update Settings to finish configuring your Mollie Settings.

Once you have entered your Mollie settings, you』re ready to begin Setting up a Mollie Compatible Form.

Connecting to Test

You can switch back and forth between Live and Test at the Mollie Settings screen once you』ve made the initial connection to your account.

To Switch to Test, select Test under Mode and Click Update Settings.To Switch to Live, select Live under Mode and Click Update Settings.

Once you have entered your Mollie settings, you』re ready to begin Setting up a Mollie Compatible Form.

Notes

When connecting and testing transactions in Test Mode, the customer data is always shown as 「Test Consumer/[email protected]」 in the Mollie Dashboard, under Payment Details, regardless of the billing information mapped.

Setting Up the Capsule CRM Add-On

Pre-RequisitesSetup

Pre-Requisites

Download and install the add-on
A Capsule CRM account

Setup

Log into your WordPress admin dashboard.
On the left side navigation menu, hover over Forms and click on Settings.
From this page, click the Capsule CRM tab.
Enter your Personal Access Token. This is obtained from Capsule CRM. If you are unsure of how to obtain your API key, take a look at our article on obtaining your Capsule CRM API key.
Click Update Settings. If you』ve entered your account information correctly, you will be notified by a green check mark beside the box. If you do not see a green check mark, please double check this information and try again.

Once you have entered your API key, you』re ready to begin creating a feed for the Capsule CRM Add-On.

Setting Up the Agile CRM Add-On

Pre-RequisitesSetup

Pre-Requisites

Download and install the add-on
An Agile CRM account

Setup

Log into your WordPress admin dashboard.
On the left side navigation menu, hover over Forms and click on Settings.
From this page, click the Agile CRM tab.
Enter your Account URL, Email Address, and API Key. These are obtained from Agile CRM. If you are unsure of how to obtain your API key, you may review our documentation on obtaining your Agile CRM API key.
To enable analytics, select the Enable Analytics Tracking checkbox. If selected, you will be prompted to enter your JavaScript API key. This key is located directly below your Agile CRM API key. If you need more information locating it, see our article on obtaining your Agile CRM API key.
Click Update Settings. If you』ve entered your account information correctly, you will be notified by a green check mark beside each box. If you do not see green check marks next to the credentials, please double check this information and try again.

Once you have entered your API key, you』re ready to begin creating a feed for the Agile CRM Add-On.

Setting Up a Mollie Compatible Form

Pre-RequisitesIntroductionAvailable Payment MethodsCreate Your FormSummaryNotes

Pre-Requisites

Refer to the article Setup the Mollie Add-on

Introduction

The next step in integrating the Mollie Add-on is to create the form you are going to use. This can include existing forms. To be compatible with the Mollie Add-on, your Gravity Form must contain at least the following fields:

A Pricing fieldA Mollie field, which provides Payment Method selection and Credit Card Inputs.A Name fieldAn Email fieldAn Address field

Note: Billing information fields are almost all required (only the Address Line Two and State are optional) to create an Order with a Payment. Customer data only appears in Order details within the Mollie dashboard.

Available Payment Methods

With the Mollie Add-on, you can configure Product or One-time Donation payments. The Mollie Add-on does not currently support recurring payments or subscriptions. If you require such functionality, you can specify your need via our Product Roadmap.

Create Your Form

From the left-hand navigation menu of your WordPress admin dashboard, hover over Forms and click on New Form.Enter a Form Title and Form Description. Click Create Form. Alternatively you can hover over Forms and click on Forms to choose an existing form from the list.Add fields for capturing standard Customer payment information. We included the Name, Address and Email fields to get basic information from customers. Note: These are required fields for the Feed to Mollie.

Add the required fields to your form and configure them as needed. These include Pricing fields of your choice. In the example below, the Shirt, Shipping, and Total serve as the Pricing fields.

Add the Mollie Field – Expand the Pricing Fields section and add the Mollie field to your form to collect payment information via the Mollie field, which provides Credit Card and Cardholder Name input along with Payment Method selection. See the Mollie Field documentation for a full-breakdown of configuring this field. If you have another Payment Gateway add-on installed and active, the Gravity Forms Credit Card Field is still available in case you are allowing users to choose from a list of payment processors, such as Stripe and Authorize.Net (the standard Credit Card field is needed for Authorize.Net』s processing). Conditional logic can be used to show/hide the Credit Card field depending on the payment processor selection.

If your form does not look exactly like the image above, don』t panic. Every form will vary depending on which fields were selected and what order they were added to the form. As long as you have pricing fields of some sort and the Mollie field, your form is valid for integration.

Summary

Now that you have created your form for Mollie, visit Creating a Feed for the Mollie Add-On for the next step in the integration process. This is a critical step. If it is not completed, nothing is sent to Mollie for processing.

Note that a pre-configured feed will be created in the Form Settings > Mollie area when a form containing a Mollie Field is saved, and a feed does not already exist.

If you need help with creating forms, visit Creating a Form for more information.

Notes

When using Page fields to create a multi-page form, the Mollie field should be located on the last page of the form.If you delete the Mollie field from your form, the Mollie feeds will automatically deactivate to prevent them from running during form submission, which as the field is missing, would cause a validation error due to Mollie being unable to capture the card details.Your Gravity Forms Currency Settings must match the Currency Settings in your Mollie account or you will get an error message upon adding the Mollie field that your Mollie account doesn』t have any payment methods that match the currency settings on your form.

Setting Up the Dropbox Add-On

Pre-RequisitesStandard SetupAuthenticationCreating a FeedCustom Dropbox App Setup (Optional)Set Up

Pre-Requisites

Download and install and activate the Dropbox Add-OnA Dropbox accountA File Upload field on your form

From your WordPress admin dashboard, navigate to Form → Settings → Dropbox to access these settings.

Standard Setup

Authentication

Go to Gravity Forms settings page and select Dropbox in the side menu.If you don』t have a Dropbox account click sign up on the Dropbox Settings page. Otherwise, click the Connect to Dropbox button.You will be sent to the Dropbox site to grant authorization. If you have profiles for work and personal, you』ll need to select the one you want to use. Click Allow. After granting access, you』ll be sent back to your site.

Once you have authenticated with Dropbox, you』re ready to begin creating a feed for the Dropbox Add-On.

Creating a Feed

Gravity Forms utilizes feeds to determine what to do with form submission data. To have uploaded files sent to Dropbox, you』ll need to create a feed. Refer to the article Creating a Feed for the Dropbox Add-On for instructions.

Once you save your settings, your configuration of the Dropbox Add-On will be complete, and your file upload fields on the form will send to Dropbox. If you have any other forms that you want to use with Dropbox, be sure to configure them as well, since feeds are form-specific.

Custom Dropbox App Setup (Optional)

Note: Using a custom Dropbox app with the Dropbox Add-On requires SSL. If you do not have an SSL certificate installed on your site, you will need to contact your hosting provider to obtain one.

Dropbox.com restricts third-party apps to only accessing their own folder. Using a Custom Dropbox App is only necessary if you need to upload files to a location outside of the default app folder created for the Dropbox Add-On.

Set Up

This section assumes that you have already created a custom Dropbox app.

Image: Gravity Forms – Custom Dropbox Settings

Go to the Dropbox Settings page and click I want ot use a custom Dropbox app. You will see OAuth Redirect URI, App Key, and App Secret. Copy the OAuth Redirect URI to be used later.Open the Dropbox App Console and select the Dropbox app you would like to connect.

Image: Dropbox App – Settings

Paste the OAuth Redirect URI you copied in step 1 into the Redirect URIs field and click Add.Copy the App key and App Secret and paste them in the Gravity Forms – Custom Dropbox Settings page.Hit enter and a new button labeled Click here to connect to Dropbox will show. Click it.Sign in if asked, and authorize the Dropbox Add-On. You have now successfully authorized the Dropbox Add-On to access your Dropbox account.

Section Break

SummaryCommon SettingsAdvanced SettingsNotesMerge Tags

Summary

The Section Break field allows you to add a content separator to your form to help organize groups of fields. This is a visual element rather than an actual data collecting form field. It is available under the Standard Fields section within the form editor.

Section Break field as displayed in the Field Library

Section Break field as displayed in the Form Editor.

Common Settings

This field only uses common field settings for the General and Appearance settings. For a description of each of the common field settings, refer to this article.

Advanced Settings

SettingDescriptionEnable Conditional LogicCreate rules to dynamically display or hide this section based on values from another field. Remember, to use conditional logic, you will need to first add any field supported by conditional logic (e.g. a drop down, checkboxes, etc). See note 1.

Notes

1. Conditional logic applied to a section applies to any field under that section too until a new section, a page break, or the end of the form is found.

Merge Tags

This field does not support merge tags.

Sending Notifications for Recurring Subscription Actions

RequirementsConfiguring Your Subscription Notification

At times, you may want to configure notifications so that users are notified when changing their subscription. This is especially useful for sending an email to a user when they start, cancel, or renew a subscription. In this article, we will show you how to send these notifications that occur when a recurring subscription is changed.
Requirements

Gravity Forms 1.9.12+
Gravity Forms Authorize.Net Add-On 2.1.4+ or Gravity Forms PayPal Standard Add-On 2.6+ or Gravity Forms Stripe Add-On 2.0+
Knowledge of creating a notification. See the article on creating Gravity Forms notifications for more information.

Configuring Your Subscription Notification

First, access your Gravity Forms notifications for the form that creates your subscriptions. To do so:

Click on Forms on the left side navigation menu.
Next, click on the form that is used for subscriptions.
On the top of the form editor, hover over Form Settings and click on Notifications.

Once within your notification options, click on Add New to create a new notification. Note: You will need a separate notification for each subscription action.
Now that you are within the new notification, you will notice an option labeled Event. Inside this drop down, you will see that you can set events for items such as subscription cancellations, failed renewals, etc. For example, if you want an email to be sent when a renewal occurs, select the Subscription Payment Added option.
Of course, notifications won』t do any good if they』re not sent to the correct person. You should also see a Send To option. To configure sending the notification to the customer, select the Select a Field radio button.
Upon selecting the the Select a Field option, the Send to Field drop down will be displayed. From here, select the field that contains the customer』s email address.
From here, simply continue configuring your notification just as you would any other.

Your subscription notification has now been configured. Keep in mind that you will need to configure additional notifications for each event.

{save_email_input} Merge Tag

DescriptionUsageParametersExample

Description
The {save_email_input} merge tag in Gravity Forms will insert a form into the 「Save and Continue」 confirmation allowing the user to enter an email address the resume link should be sent to.
Usage
1{save_email_input: button_text="Custom button text" placeholder="Custom placeholder" validation_message="Custom validation message"}

Parameters

button_text string
Custom text to display within the button.

placeholder string
Custom placeholder to display within the email input.

validation_message string
Custom validation message to display if the submission is invalid.

Example
1{save_email_input: button_text="Send the link to my email address" placeholder="Please enter your email" validation_message="The link couldn't be sent because the email address is not valid."}

Sending List Field and Product Data as Arrays to Zapier

DescriptionList FieldSample List Field FormSample Data for List Field FormSample for List Field Form Submission Data in ZapierSample for Mapping List Field Form Data in ZapierProduct FieldSample Product FormSample Data for Product FormSample for Product Form Submission Data in ZapierSample for Mapping Product Form Data in Zapier

Description
A very important change was implemented with Zapier 3.0. The data for List and Product fields is now sent to Zapier as an array. To maintain backwards compatibility, the data continues to be sent as a serialized string for the List field and individual fields for the Product fields as well. This new change should make consuming List and Product Field data much easier by the applications available in Zapier.
List Field
When the List field data is sent to Zapier, the data will be pre-pended with the name of the List field and a 」 /」. Below is a sample form using the List field with what the data would look like when sent to Zapier. This List field was set up to have three columns.
Sample List Field Form

Sample Data for List Field Form
This is what the data looks like when sent to Zapier.
123456789101112131415161718192021222324[Event Attendees /] => Array        (            [0] => Array                (                    [Attendee] => Malcolm Reynolds                    [Guest 1] => Zoe Washburne                    [Guest 2] => Jayne Cobb                )             [1] => Array                (                    [Attendee] => Inara Serra                    [Guest 1] => Kaylee Frye                    [Guest 2] => Shepherd Book                )             [2] => Array                (                    [Attendee] => Simon Tam                    [Guest 1] => River Tam                    [Guest 2] => Hoban Washburne                )         )
Sample for List Field Form Submission Data in Zapier
This is how the form submission data from above looks in Zapier. You will notice the List field is still available in the data as a serialized string for backwards compatibility.

Sample for Mapping List Field Form Data in Zapier
This is how the data appears in Zapier when mapping it for an application. You will notice the List field is still available in the data as a serialized string for backwards compatibility.

Product Field
When the Product-related field data is sent to Zapier, the data will be pre-pended with the text 「Products /「. Below is a sample form with two Single Product fields with an Option field each, a Shipping field, and a Total field with what the data would look like when sent to Zapier. The Shipping field will be sent as the last 「product」 in the Products array. In the data example below, each product with its id, name, quantity, price, options, price with options, and subtotal is a separate array within the Products array.
Sample Product Form

Sample Data for Product Form
This is what the product form data looks like when sent to Zapier.
123456789101112131415161718192021222324252627282930313233343536[Products /] => Array        (            [0] => Array                (                    [product_id] => 1                    [product_name] => Frankenstein's Monster T-Shirt                    [product_quantity] => 1                    [product_price] => 15                    [product_price_with_options] => 15                    [product_subtotal] => 15                    [product_options] => Blue                )             [1] => Array                (                    [product_id] => 5                    [product_name] => Creature from the Black Lagoon T-Shirt                    [product_quantity] => 1                    [product_price] => 15                    [product_price_with_options] => 15                    [product_subtotal] => 15                    [product_options] => Grey                )             [2] => Array                (                    [product_id] => 3                    [product_name] => Shipping                    [product_quantity] => 1                    [product_price] => 7                    [product_price_with_options] => 7                    [product_subtotal] => 7                    [product_options] =>                 )         )
Sample for Product Form Submission Data in Zapier
This is how the form submission data for the product form looks in Zapier. You will notice the Product information is still available in the data as separate fields for backwards compatibility.

Sample for Mapping Product Form Data in Zapier
This is how the product data appears in Zapier when mapping it for an application.You will notice the Product information is still available in the data as separate fields for backwards compatibility.