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.

Creating a Feed for the Slack Add-On

Creating a Feed for the Slack Add-On

SummaryCreate a FeedFeed Settings ScreenSending MessagesTeam Invites (deprecated)Other Settings

Summary
Before the Slack 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 data being sent to Slack.
Create a Feed
To create a feed to Slack using the Slack 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 Slack.
Once within your desired form, hover over Settings and click on Slack.
Click Add New to create a new feed. You will be presented with the Slack 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 Send Message and Invite to Team. The feed can be configured to either send a message inside Slack or invite a user to a Slack team.

Sending Messages
When Send Message is chosen as the Action, the following settings will display:

Send To: Based on your selection here, you will be able to send the triggered message to a channel, group, or individual.
Slack Channel: Select the specific channel, group, or individual that the message should be sent to. Use this drop down to select your desired destination. If you want it to go to multiple selections, you can simply create additional feeds.
The Message setting determines the content of the message that will be sent by the feed. Within this box, enter any text you would like to be within the message. This text area also supports the use of merge tags to dynamically generate content.

Team Invites (deprecated)
This feature was deprecated with Slack』s adoption of their new API, the deprecation of their legacy API, and version 1.13 of our Add-On. Refer to this article for more information.
Team invites are only available if your Slack user is an administrator on the Slack channel associated with your key. If you are not an administrator, this option will not appear.
When Invite to Team is chosen as the Action, the following settings will display:

Use the Email Address dropdown to select the field that contains the email address the invite will be sent to.
First Name: Use the dropdown to select the field within your form that will be used for the corresponding value.
Last Name: Use the dropdown to select the field within your form that will be used for the corresponding value.
Slack Channels: Select the channel that the message should be sent to.
Slack User: Use this drop down to select the user that the message should be sent to.
The Message setting determines the content of the message that will be sent by the feed. Within this box, enter any text you would like to be within the message. This text area also supports the use of merge tags to dynamically generate content.

Other Settings

Image Attachments: Select which file upload fields will be attached to the Slack message. Only image files will be attached.
Conditional Logic: If unchecked, every successful form submission will be sent to Slack. If you wish to set specific conditions for sending form data to Slack, 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 Square Add-On

Creating a Feed for the Square Add-On

Pre-RequisitesIntroductionCreate Your FeedTransaction TypesProducts and ServicesSubscriptionsProduct And Services SettingsPayment AmountAuthorize OnlyOther SettingsBilling InformationConditional LogicNotes

Pre-Requisites

Setup the Square Add-On
Create a Square Compatible Form

Introduction
The last step of integrating Square with Gravity Forms is creating a feed. A feed communicates information to Square each time a visitor successfully submits your form. This is a critical step, as without it, no data is sent to the external service.
Create Your Feed

Open your Square compatible form and from the dropdown menu, choose Settings → Square.

On the Square Feeds screen, select Add New.

On the Feed Settings screen, provide a unique Name.
Note: The feed name is not displayed to the user, but helps you distinguish the feed within admin lists.

Select a Transaction Type.Refer to the section below for an explanation of the transaction types.

Complete any panels of Feed Settings.Refer to the section below for a description of these settings.

Click Update Settings to finish saving your feed.

Transaction Types
The following transaction types are offered:
Products and Services
These are single/one-time payments.
Subscriptions
Subscriptions for Square can be created and managed via Gravity Forms
Product And Services Settings
The options offered here will be dependent upon the Transaction Type selected.

Payment Amount
Determines which form field will be used for the payment amount. For example, you could choose a specific product Field, or the form Total.
Authorize Only
This option allows Square to authorize the payment on a customer』s card, but to not capture that payment until a later date. Refer to this article for details.
Other Settings
Billing Information

Map your form fields to the Square address fields to determine what information will be sent to Square for each required billing field. This will include your Email Field, Name Fields and Address Fields.

Conditional Logic
Selecting 「Enable Condition」 checkbox allows you to specify the rules that determine when this feed executes.
Conditional Logic also allows you to configure multiple Square Feeds for a single form and trigger the correct one based on Conditional Logic.
Refer to the Conditional Logic feed article for more information.
Notes

Your Gravity Forms Currency Settings must match the Currency Settings in your Square account or you will not be able to create a feed.
Testing your Feed with a Square Sandbox Developer Account is highly recommended before testing your transactions on your live account first. See our article on Creating a Square Sandbox Account for Testing for more details.

Creating a Feed for the Mollie Add-On

Creating a Feed for the Mollie Add-On

IntroductionPre-RequisitesCreate/Edit A Mollie FeedFeed SettingsBasic Feed SettingsProducts & Services SettingsOther Settings Conditional LogicUser Registration OptionsNotes

Introduction

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

Pre-Requisites

Set-up the Mollie Add-OnCreate a Mollie Compatible Form

Create/Edit A Mollie Feed

Note that a pre-configured feed will be automatically created for the Mollie Add-On when a form containing a Mollie Field is saved, and a feed for Mollie does not already exist.

To access your Mollie feeds list:

Click on Forms in the left side menu.Select the form that you want to use with Mollie.Hover over Settings and click on Mollie.Click Edit to edit the existing Mollie feed, or Add New. You will be presented with the feed settings screen pictured below.Complete the settings you require. See below for descriptions of all the available feed settings.Click Update Settings to save your feed.

Feed Settings

Mollie Feed Settings screen

Basic Feed Settings

SettingDescriptionNameA descriptive name so you can clearly identify this feed within the feed list page. Required.Transaction TypeProducts and Services are single one time payments. (Subscriptions/recurring payments are not currently available for the Mollie Add-On).

Products & Services Settings

SettingDescriptionPayment AmountDefine what to use for the payment amount. For example, you could choose a specific product Field, or the form Total. Required.

Other Settings

SettingDescriptionBilling InformationMap your form fields to the Mollie billing fields they will send data to. Mostly Required.

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.

Conditional Logic

SettingDescriptionEnable Conditional LogicIf enabled, allows you to set conditions on when this feed will be triggered. Allows you to configure multiple feeds with different behaviors, and trigger one of them based on conditional logic criteria. Refer to this article for more.

User Registration Options

This setting is applicable if you are utilizing the User Registration Add-On.

SettingDescriptionDelay User RegistrationDelay registration of a user (based on the submitted details), until the payment has been received.

Notes

Your Gravity Forms Currency Settings must match the Currency Settings in your Mollie account or you will not be able to create a feed.Testing your Feed with a Mollie Test Account is highly recommended before running transactions on your live account.If you initiate a refund for a transaction within the Mollie dashboard, the Form Entry will update with a webhook to show the payment status as Refunded.While the email is passed into the Mollie Account during feed processing (if you have matched the Email field in your feed), it will not be displayed in the Mollie Account transaction record. You can still search by email address in the Mollie Account transaction list and it will display matching records.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.

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

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 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 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 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 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.