Creating a Feed for the Stripe Add-On

Creating a Feed for the Stripe Add-On

Pre-RequisitesIntroductionCreate Your FeedTesting

The Stripe feed settings were modified in Stripe Add-On version 3.0. For setting up older versions, refer to this article.

Pre-Requisites

Setup the Stripe Add-OnCreate 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 want to link to Stripe, or create one using this guide: setting-up-a-stripe-compatible-form. Select Forms from your WordPress dashboard to view your forms. Hover hover over Settings of the form you would like to add Stripe to, 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. See notes below. Select the Transaction Type. Products and Services are single one time payments while Subscription is a recurring payment.

You will then need to complete the various panels of Feed Settings to define how you feed should work. Refer to our Feed Settings Reference document for a full description of all settings.

Testing

There is a large amount of settings required for payment gateways, and their proper functioning is probably key to your forms operation. Verify that your Stripe integration is functioning as expected. We recommend sandbox testing for all form changes and before installing add-on updates in your production environment.

See also this article on verifying your Stripe Integration.

Setting Up the Stripe Add-On (version 2.7 and earlier)

Setting Up the Stripe Add-On (version 2.7 and earlier)

Pre-RequisitesStripe SettingsStripe APIPayment Collection (available in Stripe v2.6 and later)Stripe Webhooks

The Stripe settings layout was modified in Stripe Add-On version 2.8. For current versions, refer to our updated article.This article is for users of version 2.7 or earlier.
Pre-Requisites

Gravity Forms and Gravity Forms Stripe Add-On installed
SSL Certificate Installed and Configured
A Stripe account

Stripe Settings
The Stripe Settings will allow you to connect and authenticate with your Stripe account and make some choices about how you collect payment information. Additionally, it will allow you to setup webhooks which are used to communicate events from Stripe back to your Gravity Forms environment.
Navigate to your Stripe Add-On Settings page:

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

Stripe API
Allows you to specify the environment you want to send your form submission to. Choosing Live will initiate real transactions, while Test will run the form entry into your Stripe test environment, which should not generate any real transactions.

Select the API to use for Stripe integration: Live or Test. Live is for real transactions, and Test is for testing the integration and submitting test forms.
Enter the Live Publishable Key and Live Secret Key for your Stripe account if using Live mode. Or enter the Test Publishable Key and Test Secret Key for your Stripe account if using Test mode. For details on how to get your API information, refer to Obtaining Your Stripe API Keys.
Click Update Settings.

If you』ve entered your API information correctly, you will be notified by green check marks beside each box. If you do not see green check marks, please double check this information and try again.

Payment Collection (available in Stripe v2.6 and later)

This option was introduced in Stripe version 6. It is not on the Settings page for earlier versions.

Scroll to the Payment Collection section.
Select the Payment Collection Method to determine how payment information will be obtained on your form. Refer to this article for more information on the payment collection methods offered.

Stripe Webhooks

Log in here to access your Stripe Webhooks management page.
In Stripe, click the Add endpoint button at the top right above the list of webhooks.
Note: There is a maximum limit of 16 webhook endpoints per Stripe account.
In the Endpoint URL field, paste the URL found under 「View Instructions」 on the Gravity Forms Stripe Settings page (see screenshot below).
Under Version, select the Latest API Version if available (see screenshot below).

Under Events to send, click receive all events from within the box (see screenshot below).
Click the Add endpoint button to save the webhook (see screenshot below).
Under Signing secret, click the 「Click to reveal」 button.
Copy the signing secret and note the Mode at the top of the screen.
Enter the Signing Secret from the Stripe Webhooks page into the Stripe settings. Use the Test Signing secret or Live Signing secret field as applicable.
Check the I have enabled the Gravity Forms webhook URL in my Stripe account. box.
Click Update Settings.

Screenshot: Adding a Webhooks endpoint in Stripe
Once you have entered your Stripe settings, you』re ready to begin Setting Up a Stripe Compatible Form.

Setting Up the SendGrid Add-On

Setting Up the SendGrid Add-On

Pre-RequisitesSetup

Pre-Requisites

Download and install the add-on
A SendGrid account

Setup
Before you can begin setting up your notifications, you』ll need do a quick bit of setup so that Gravity Forms can authenticate with your SendGrid account. To set up the SendGrid Add-On, perform the following steps:

Log into your WordPress admin dashboard.
On the left side navigation menu, hover over Forms and click on Settings.
From this page, click the SendGrid tab.
Enter your SendGrid API Key. If you need help getting your API key, you can follow our article on obtaining your SendGrid 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 sending form notifications using SendGrid.

Setting up the reCAPTCHA Add-On

Setting up the reCAPTCHA Add-On

IntroductionSettingsSetup ProcessesGetting Your KeysAdding Your KeysSetting a threshold

Introduction

The official Gravity Forms reCAPTCHA Add-On brings Google』s reCAPTCHA v3 technology as an addition to your anti-spam toolbox. This article describes how to configure the basic settings for use.

Settings

For a full list of all the reCAPTCHA Add-On settings, refer to this guide.

Setup Processes

This guide covers the following setup processes for both v2 and v3 reCAPTCHA types.

Getting your keys (v2 or v3).Adding your keys (v2 or v3).Setting a score threshold (v3 only).

Getting Your Keys

Google reCAPTCHA keys need to be registered for each site you wish to use the service on. Follow these steps for both v2 and v3 reCAPTCHA services.

Go to Google reCAPTCHA admin. If necessary, login with your Google developer account. Click + to generate a key pair for your site. Make sure to generate the correct type of key, as v2 and v3 keys are not interchangeable.Make note of the two keys you have generated.

Adding Your Keys

To validate the communication between your site and the Google service, you will need to tell Gravity Forms this unique key pair.

Navigate to Forms → Settings → reCAPTCHA.Enter the site key and secret key you previously recorded under the v2 or v3 settings section. For v3 keys, you should immediately see a green check mark for both keys, meaning they have been validated.For v2 keys, choose the version of reCAPTCHA v2 you wish to use, Checkbox or Invisible. This is a site wide setting, and cannot be varied form to form. Note that Checkbox keys are not valid for use with invisible reCAPTCHA.For v2 keys, you will need to click the 「I am not a robot」 reCAPTCHA checkbox in order to validate the keys.

Setting a threshold

This process is applicable only to reCAPTCHA v3.

The threshold determines what Gravity Forms will do with form entries based on the reCAPTCHA v3 score they receive. Entries with a reCAPTCHA score less than or equal to this value will be classified as spam. For more information, refer to this Google article.

By default, the threshold is set to 0.5. If you wish to modify this, follow this procedure:

Navigate to Forms → Settings → reCAPTCHA.Enter the threshold value you wish. The higher the score (from 0 to 1) returned from Google, the more likely it reflects a good interaction. This threshold value will affect new entries received from that point on.

Setting Up the Postmark Add-On

Setting Up the Postmark Add-On

Pre-RequisitesSetup

Pre-Requisites

Download and install the add-on
A Postmark account

Setup
Before you can start configuring your notifications to go through Postmark, you first need to do a quick bit of setup so that Gravity Forms is able to communicate with your Postmark account.

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

Once you have entered your API tokens, you』re ready to begin sending form notifications using Postmark.

Setting Up the PayPal Pro Add-On

Setting Up the PayPal Pro Add-On

Pre-RequisitesSetup

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.
Pre-Requisites

SSL certificate installed and configured
Download and install the add-on
A PayPal Pro account
A form with a Pricing field and a Credit Card field

The Gravity Forms PayPal Pro Add-On requires the use of the Pricing Fields in Gravity Forms v1.6.3+ and will not work with older versions of Gravity Forms.
Because of the secure nature of capturing credit card information, you will also be required to purchase and install an SSL certificate on your web site. You will also need to configure your WordPress site to work properly with SSL.
Contact your web host if you need assistance purchasing and configuring an SSL certificate.
If you need assistance configuring your WordPress site to work with SSL, we recommend the WordPress HTTPS (SSL) Plugin which you can find here: http://wordpress.org/extend/plugins/wordpress-https/
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 PayPal Pro tab.
Select the API for PayPal Pro integration. Live uses the live PayPal Pro API for real transactions, and Sandbox uses PayPal』s developer sandbox account for test transactions. Please Note: Using PayPal』s Sandbox API requires a PayPal developer account which you can sign up for here: https://developer.paypal.com/.
Enter the API Username, API Password, and API Signature for your PayPal Pro account.
Verify IPN has been enabled in your PayPal Pro account in order to enable Recurring Payments.
Click Update Settings. If you』ve entered your account information correctly, you will be notified by green check marks beside each box. If you do not see green check marks, please double check this information and try again.

Once you have entered your API information, you』re ready to begin creating a feed for the PayPal Pro Add-On.

Setting up the PayPal Checkout Add-On

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 Mailgun Add-On

Setting Up the Mailgun Add-On

Pre-RequisitesSetup

Pre-Requisites

Add your domain to your Mailgun account and validate it.
Download and install the add-on
A Mailgun 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 Mailgun tab.
Select your Region and enter your Private API Key. This is obtained from Mailgun. If you are unsure of how to obtain your API key, take a look at our article on obtaining your Mailgun 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 sending form notifications using Mailgun.

Obtaining Your Mad Mimi API Key

Obtaining Your Mad Mimi API Key

To use Mad Mimi with Gravity forms, you will need to first obtain your API key. Without this, Gravity Forms will not be able to appropriately communicate with Mad Mimi. In this article, we will show you how to do so.

Log into your Mad Mimi account.
Click Account from the top navigation bar.
Under Settings & Billing on the right side, click on the API tab. Your Secret API Key will be listed below.

Setting Up the Highrise Add-On

Setting Up the Highrise Add-On

Pre-RequisitesSetup

The Highrise CRM service is no longer in development, and no new accounts can be created. As of November 2019, we have deprecated the official Gravity Forms plug-in which is no longer available for download.

Pre-Requisites

Download and install the add-on
A Highrise 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 Highrise tab.
Enter your Account URL and API Token. Your API token can be obtained by logging into your Highrise account, clicking on Accounts & settings -> My Info, and going to the Integrations tab.
Click Update Settings. If you』ve entered your account information correctly, you will be notified by green check marks beside each box. If you do not see green check marks, please double check this information and try again.

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