Gravity Forms 文件

Creating a Feed for the PayPal Pro Add-On

SummaryCreate a FeedFeed Settings Screen

DEPRECATION NOTICE: The PayPal Pro Add-On is no longer being updated by Gravity Forms, and is no longer available for download.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

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

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

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

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

Creating a Feed for the Mailchimp Add-On

SummaryScenarioStep 1: Create a FormStep 2: Create a Feed

Summary

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

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

Scenario

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

Step 1: Create a Form

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

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

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

Our sample team sports newsletter form.

Step 2: Create a Feed

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

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

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

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

Creating a Feed for the Mad Mimi Add-On

SummaryCreate a FeedFeed Settings Screen

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

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

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

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

Creating a Feed for the iContact Add-On

SummaryCreate a FeedFeed Settings Reference

Summary

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

Create a Feed

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

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

Feed Settings Reference

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

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

Creating a Feed for the HipChat Add-On

SummaryCreate a FeedFeed Settings Screen

The HipChat service was discontinued in 2019 after acquisition by Atlassian.The Gravity Forms add-on is no longer available for download. These documents have been left for posterity only, and will be removed in time.
Summary
Before the HipChat 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, a notification to a HipChat Chat Room when a form is submitted.
Create a Feed
To create a feed to HipChat using the HipChat 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 HipChat.
Once within your desired form, hover over Settings and click on HipChat.
Click Add New to create a new feed. You will be presented with the HipChat feed settings screen.

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

A feed Name is required. It is only used for identification and will not be shown anywhere other than your feed listing.
Under HipChat Room, select the room you want the notification to go to.
Select the Notification Color that HipChat will use for the background of the notification to distinguish it from standard chat.
Select if you』d like to Send User Notification when the notification appears in HipChat. This will use HipChat』s built in audio/visual cues to alert users in the chatroom of the notification.
Configure the Message of the HipChat notification. This is what will appear in HipChat.
Conditional Logic: If unchecked, every successful form submission will be sent to HipChat. If you wish to set specific conditions for sending form data to HipChat, 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 Highrise Add-On

SummaryCreate a FeedFeed Settings Screen

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.

Summary
Before the Highrise 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, customer information being sent to Highrise.
Create a Feed
To create a feed to Highrise using the Highrise 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 Highrise.
Once within your desired form, hover over Settings and click on Highrise.
Click Add New to create a new feed. You will be presented with the Highrise 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.
Map Fields: Map each of the contact list fields to the desired form field that will contain that information. Use the custom dropdown to select additional field options.
The Contact Note field allows you to add a note the the newly created contact. You may use both static text, as well as marge tags to dynamically generate content.
The Contact Visibility field lets you use the dropdown to determine who is able to see the newly created contact.
Conditional Logic: If unchecked, every successful form submission will be sent to Highrise. If you wish to set specific conditions for sending form data to Highrise, 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 Help Scout Add-On

SummaryCreate a FeedFeed Settings ScreenUpdating Customer InformationAdd-On Hooks

Summary
Before the Help Scout 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, automatically creating and assigning a customer conversation to your support team when a form is submitted.
Create a Feed
To create a feed to Help Scout using the Help Scout 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 Help Scout.
Once within your desired form, hover over Settings and click on Help Scout.
Click Add New to create a new feed. You will be presented with the Help Scout feed settings screen where you can configure the behavior of the feed.

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.
Select the Help Scout Destination Mailbox that the conversation will be sent to.
Assign To User: Select a user if you would like to automatically assign a specific Help Scout user to the conversation, or choose Do Not Assign if you would like the conversation to be unassigned when created.
Under Customer Details, map each of the fields to the desired form field that will contain the customer』s information
Note: With Help Scout』s Mailbox API 2.0, used by Gravity Forms Help Scout Add-On v1.6+, the customer First Name field is now required; if a value is not passed, Help Scout will not create the conversation.
Under Message Details, you can format the conversation that will be created. Subject and Message Body will affect the content. Multiple Tags can be added, and a CC may be included. Note that the Attachments field will only show up here if you have a File Upload field on your form. Warning: The Help Scout API only accepts files up to 10MB in size, and a larger attachment will prevent the creation of the conversation. We recommend configuring your form field to ensure the max file size setting is less than this Helpscout limit.
Under Message Options, select the Message Status and Type to be used for the new conversation. For most use cases this will simply be Email. You can also add a Note and send an Auto Reply.
Conditional Logic: If unchecked, every successful form submission will be sent to Help Scout. If you wish to set specific conditions for sending form data to Help Scout, then check the 「Enable」 box and fill out your required criteria.
Click the Update Settings button to save your options.

Updating Customer Information
The Help Scout Add-On now supports updating customer information in the customer』s profile based on the email address.

Name
The first name/last name will be replaced with any new value for a customer match (submission using the same email).

Phone Number
Any phone number sent will be appended as an additional phone number for a customer match (submission using the same email).

Add-On Hooks
The Help Scout Add-On provides hooks that can be used to modify the default functionality or extend it. For more information, review the Help Scout Add-On Hooks.

Creating a Feed for the FreshBooks Add-On

SummaryCreate a FeedFeed Settings ScreenSetup FreshBooks Invoice or Estimate

Summary
Before the FreshBooks 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 FreshBooks.
Create a Feed
To create a feed for FreshBooks using the FreshBooks 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 FreshBooks.
Once within your desired form, hover over Settings and click on FreshBooks.
Click Add New to create a new feed. You will be presented with the FreshBooks 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.
Client Settings: Map the fields on your form with fields available within FreshBooks by selecting your form fields in the dropdowns to the right of each item.
In the Notes field you can define any custom notes you would like to be placed into FreshBooks. This field also supports merge tags to dynamically generate content. To view the available merge tags, click the icon to the right of the field.
Invoice/Estimate Settings: Create an invoice or estimate within FreshBooks when the field is submitted. For more information on these, take a look at our Invoice/Estimate Settings in Freshbook Add-On Feeds article.
Conditional Logic: If unchecked, every successful form submission will be sent to FreshBooks. If you wish to set specific conditions for sending form data to FreshBooks, then check the 「Enable Condition」 box and fill out your required criteria.
Click the Update Settings button to save your options.

Setup FreshBooks Invoice or Estimate
One of the options available when setting up a FreshBooks Feed is the ability to create an invoice or estimate when a form is submitted. This is an optional step that will allow you to jumpstart the invoice or estimate process by creating one when a form is submitted. This will allow you to then go into FreshBooks and complete the invoice or estimate, saving you time in the process.
To create an Invoice or Estimate follow these steps:

Select 「Invoice」 or 「Estimate」 from the 「Also Create」 option when setting up or editing a FreshBooks Feed.
Map the PO Number field to an available Form Field. This is optional.
Set a default discount percentage to apply to any invoice or estimate that is created with this feed. This is optional.
Setup your line items by choosing fixed costs and quantities, or opt to pull costs and quantities from available form fields. You an add additional line items by clicking the plus icon. This is optional.
Enter default invoice or estimate notes.
Enter the default terms for the invoice or estimate.
Now that you have setup a FreshBooks feed, when the form you selected is submitted, it will automatically send the data you have selected to FreshBooks and automatically create (or update) a client, invoice, or estimate.

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.

Creating a Feed for the Dropbox Add-On

SummaryCreate a FeedFeed SettingsFeed Settings Screenshot

Summary

Before the Dropbox 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, files being sent to Dropbox.

It is required that you include a File Upload field on your form to use the Dropbox Add-On.

Create a Feed

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

Feed Settings

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 File Upload Field option allows you to either define a specific file upload field to be used with Dropbox or allow all file upload fields to relay the upload to Dropbox.The Destination Folder defines the folder where your uploads will be saved. If you would like to create a new folder, you will need to do so within Dropbox, then access the settings page again.Conditional Logic: If unchecked, every successful form submission will be sent to Dropbox. If you wish to set specific conditions for sending form data to Dropbox, then check the 「Enable Condition」 box and fill out your required criteria.Click the Save Settings button to save your options.

Feed Settings Screenshot