Gravity Forms 文件

Setting Up the 2Checkout Add-On

Pre-RequisitesSetupAPI ModeAPI CredentialsIPN ConfigurationSwitching Modes from Production to Sandbox

Pre-Requisites

Download and install the add-onA 2Checkout 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 2Checkout tab. You will be presented with the 2Checkout Settings Screen

API Mode

This option allows you to switch between Production and Sandbox environments within your 2Checkout Account. Sandbox Environment is configured in your 2Checkout Account by enabling the Test Order System option within your 2Checkout account under Dashboard > Setup > Ordering Options.

We highly recommend enabling Sandbox for testing your configuration prior to processing actual transactions.

API Credentials

You will complete this section using the details found within your 2Checkout account. Look under your 2Checkout Account Dashboard > Integrations > Webhooks & API.

Merchant Code: Enter the Merchant Code from your 2Checkout Account. This field is required.Secret Key: Enter the Secret Key from your 2Checkout Account. This field is required.Publishable Key & Private Key: These are no longer required to be populated, but if you have them in your account for this API key, it doesn』t hurt to add them.IPN Configured? See the section below on IPN Configuration. This field is required and should be checked after you have confirmed that you have enabled the IPN URL in your 2Checkout Account.Click Update Settings to save your changes.

IPN Configuration

You will be required to complete the IPN Configuration in order to use 2Checkout for Transactions. This requires your website to be loaded in a live setting as the IPN URL connects to your 2Checkout Account and your website must be live for 2Checkout to make the connection. When you click the View Instructions link under IPN Configured? you will be presented with this screen (URL』s may differ for your installation):

IPN Instructions1. Click the link provided to login and access your 2Checkout IPN management page.2. Navigate to Dashboard > Integrations > Webhooks and API3. Click on the IPN Settings tab.4. Click on the Add IPN URL button and add the IPN URL provided in the pop-up window.5. Click Add IPN Button6. Scroll down to the triggers section and make sure Completed orders, Cancelled orders and Reversed and Refund orders are checked.7. Scroll down to Response Tags and click select all.8. Update the Settings.9. You will be returned to the 2Checkout Settings screen. You can now check the IPN Configured? checkbox verifying that you have enabled the Gravity Forms IPN URL in your 2Checkout Account. This is a Required Field.

Switching Modes from Production to Sandbox

When testing transactions, you can switch the API Mode by switching from Production to Sandbox and clicking Update Settings.

Once you have entered your API keys, you』re ready to begin creating a feed for the 2Checkout add-on.

Setting up a Square Compatible Form

Pre-RequisitesIntroductionAvailable Payment MethodsCreate Your FormSummaryNotes

Pre-Requisites

Refer to the article Setup the Square Add-on

Introduction

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

A Pricing fieldA Square field, which provides Credit Card input and Cardholder nameA Name fieldAn Email fieldAn Address field

Available Payment Methods

With the Square Add-on, you only configure Product or One-time Donation payments. As Square does not support recurring payments or subscriptions, you cannot configure a subscription form at this time with the Square Add-on.

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 payment information. We included the Name, Email and Address fields to get basic information from customers. Note: These are required fields for the Feed to Square. 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 Square Field – Expand the Pricing Fields section and add the Square Field to your form to collect payment information via the Square field, which provides Credit Card and Cardholder Name input. 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 Square 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.

Square Field Input: Once you have inserted the Square Field (which is hosted on Square』s servers), you can configure general and specific settings for your Square Field.

Summary

Now that you have created your form, with pricing fields and a Square field, it is valid for integration with Square. Visit Creating a Feed for the Square Add-On for the next step in the integration process. This is a critical step. If it is not completed, nothing is sent to Square for processing.

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 Square field should be located on the last page of the form.If you delete the Square field from your form, the Square 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 Square being unable to capture the card details.Your Gravity Forms Currency Settings must match the Currency Settings in your Square account

Setting Up the Square Add-On

Pre-RequisitesGetting to the Square SettingsModeConnecting to LiveConnecting to Sandbox

Gravity Forms and Square are offering a 「Free Processing Promotion」 for new Square customers that can save you credit card fees for up to 180 days. Go here for details.

Pre-Requisites

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

Getting to the Square Settings

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

Navigate to your Square 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 Square tab.

Mode

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

Your Gravity Forms Currency Settings must match the Currency Settings in your Square account or you will get an error when attempting to connect to Square.

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

Connecting to Live

Select the Mode Live and Click the Connect with Square button.Your web browser will pass you to a new screen showing 「Redirecting you to Square…」If you aren』t automatically redirected, there is a link to follow in the form that will take you to the Square authentication page.Login with your Square Account and Sign In.You will be directed to a Square Permissions screen with the message 「Gravity Forms is requesting permission to do the following:」 and a list of the permissions that are necessary for the feed to be properly configured.Click Allow to accept the listed permissions for Gravity Forms access to your Square account. This will connect your Square account to Gravity Forms.You will be returned to the Square Settings tab. You should see 「Connected to Square as」 with your account name.A new section will also be added for Business Location. Your default Business Location in Square 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 Square Settings.

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

Connecting to Sandbox

Configuring the Sandbox connection requires a Developer account configured at Square. Please read the article on Creating a Square Sandbox Account for Testing prior to completing this step.

Once you have launched the Seller Test account from the Square Developer Dashboard, you can continue connecting your Sandbox Account to the Square Add-on:

Select the Mode Sandbox and Click the Connect with Square button.Your web browser will pass you to a new screen showing 「Redirecting you to Square…」If you have not opened the Seller Dashboard properly, you will get the following error screen:If you do not get the above error message, skip to Step 4. Otherwise, you will need to Open the Sandbox Seller Dashboard in a new window first.You will be directed to a Square Permissions screen with the message 「Gravity Forms is requesting permission to do the following:」 and a list of the permissions that are necessary for the feed to be properly configured.Click Allow to accept the listed permissions for Gravity Forms access to your Square Sandbox account. This will connect your Square Sandbox account to Gravity Forms.You will be returned to the Square Settings tab. You should see 「Connected to Square as」 with your Sandbox Application Name.A new section will also be added for Business Location. Your default Test Account Application in Square 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 Square Settings.

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

Setting Up the PayPal Payments Standard Add-On

Pre-RequisitesSetup

Pre-Requisites

Download and install the add-onA PayPal Payments Standard account

Notice: As of September 2016, the PayPal IPN will require SSL/HTTPS on all IPN callbacks. If you are using the PayPal IPN, you will need to obtain an SSL certificate.

Setup

Once you have installed the PayPal Payments Standard Add-On, it』s time to set it up for use. Here』s how to easily set up the add-on to start accepting payments from your form.

As the PayPal Payments Standard Add-On uses IPN to receive notifications from PayPal that a payment has been successfully completed, you will need to configure the IPN within PayPal. If you are unsure of how to do so, review our article on configuring PayPal Standard IPN settings.Log into your WordPress admin dashboard.On the left side navigation menu, hover over Forms and click on Settings.Click the PayPal Payments Standard tab.

Select the checkbox labeled PayPal IPN Setting to confirm that you have configured your PayPal IPN settings to use the Gravity Forms PayPal Payments Standard Add-On.Click Update Settings.

That』s it! The PayPal Payments Standard Add-On is now configured. You』re ready to begin creating a feed for the PayPal Payments Standard 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 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 Conditional Payments in Gravity Forms

Sometimes, you may want to allow a user to either pay with one payment gateway or another. In this article, we will show you how to send a payment to either PayPal or Stripe based on the user』s options using conditional logic. You can apply the same setup to any other combination of different payment options within a form (e.g. PayPal + Authorize.net or letting the user choose between different payment feeds of the same add-on).

Note: This article assumes that you already know how to create a payment form, as well as you have installed the add-ons for all payment gateways you need.

First either create or access your payment form by clicking on Forms on the left side navigation menu, and then clicking on the form that you want to enable multiple payment gateways on.

If you want a user to be able to select the payment gateway, add a Radio Button field type to your form, with each option being the different payment options. In this example, we will be using PayPal and Stripe, so both of these options will be labeled accordingly as PayPal and Credit Card within a radio button field.

Next, we need to display the credit card form conditionally based on the payment selection. As PayPal Standard is handled off-site, there』s no need for the user to fill out the credit card form. To do so, click on the Credit Card field, click on the Conditional Logic section, then check the toggle on to Enable Conditional Logic. Once the conditional logic option appears, simply configure this field to only show if the Credit Card radio button is selected.

That』s all we need from the form itself. Now, we』re on to configuring conditional logic within our feeds for each payment gateway. On the top of the page, hover over Form Settings and click on the payment gateway you want to configure. As you are likely already using this payment gateway, you likely already have a feed so we won』t go through the process of creating feeds, but you can find that information if you need it within the documentation for the add-on you are using. Simply access the feed you want to use. In this example, we will be configuring PayPal』s feed, but the steps will be the same for any other payment gateway add-on.

Within the feed, there is an option labeled Conditional Logic. Simply check the checkbox beside it to enable conditional logic.

To configure your condition, simply set it to occur (or not occur) based on your desired selection. In this example, we are letting the user choose between PayPal and credit card options, and are configuring the PayPal feed, so we simply set the condition to occur only if the PayPal radio button is selected.

From here, continue to set up any other feeds that will occur based on the user』s selection. In this example, we would set the same conditional logic for the Stripe feed to only process if the Credit Card radio button is selected.

Congratulations. You have now successfully set up multiple payment gateways using conditional logic in Gravity Forms.

Setting Up a Stripe Compatible Form

Pre-RequisitesIntroductionAvailable Payment MethodsCreate Your FormSummaryNotes

Pre-Requisites

Refer to the article setup the Stripe Add-On.

Check out our Feed Settings Reference for a full list of feed related settings.
Introduction
The next step in integrating the Stripe Add-On is to create the form you are going to use. This can include existing forms. To be compatible with the Stripe Add-On, your Gravity Form must contain a Pricing field and a Credit Card field (or a Stripe Card field if using version 2.6+). However, you may want to include basic payment information capturing fields as well, such as Name, Email, Address, etc.
Available Payment Methods
With the Stripe Add-On, you have three choices as to how to collect payment information from your customers (assuming you are using the most current version of our add-on). Refer to this article for more information on the payment collection methods offered within the settings of the Stripe Add-On.
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 payment information. We included the Name, Address, and Email fields to get basic information from customers. Note: If you would like to receive receipts for Stripe transactions, be sure to add the Email Field.

Add the required fields to your form and configure them as needed. These include Pricing fields of your choice and the Credit Card field (or Stripe Card field if using Stripe version 2.6+). In the example below, the Shirt, Shipping, and Total serve as the Pricing fields.

The next step depends on the Payment Collection Method chosen during setup.
Note: The Payment Collection Method is only available in Stripe version 2.6 and above.

Gravity Forms Credit Card Field – Expand the Pricing Fields section and add the Credit Card field to your form to collect payment information via the standard Gravity Forms Credit Card field.

Stripe Credit Card Field (Elements, SCA-ready) – Expand the Pricing Fields section and add the Stripe Card field to your form to collect payment information via the Stripe Credit Card field. If you have another Payment Gateway add-on installed, 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.
Note: This field is only available if the Stripe Credit Card Field (Elements) option was selected as the Payment Collection Method in the Stripe Settings during setup.

This field will add the Card Details and Cardholder Name inputs. The Card Details input collects the Credit Card Number, Expiration Date, CVC, and Zip/Postal Code. This part of the Stripe Card field is hosted on Stripe』s servers. The Cardholder Name is a part of your form and the data is not stored.

There are a few customization options that can be applied to this field. Click the field to expand it and go to the General tab. Under the Sub-labels section, the text displayed for Card Details and Cardholder Name can be updated. The Cardholder Name field can also be hidden.

Stripe Payment Form (Stripe Checkout, SCA-ready) – This option loads a page hosted on Stripe』s servers to collect payment information so a credit card field should not be added to the form. However, you will notice that the Gravity Forms Credit Card field is available for use if you have more than one payment gateway add-on installed, such as Stripe and Authorize.Net (the standard Credit Card field would be needed for Authorize.Net』s processing). Conditional logic can be used to show/hide the Credit Card field depending on the payment processor selection.
 Stripe Checkout supports 3D Secure and Apple Pay.
Note: This page will only display on form submission if the Stripe Payment Form (Stripe Checkout, SCA-ready) option was selected as the Payment Collection Method in the Stripe Settings during setup.

Click the Update button to save the form.
Once you have completed your form, select Preview in the top navigation bar under Form Editor. Your form should look similar to this:

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 a credit card field, your form is valid for integration.

Summary
Now that you have created your form for Stripe, visit Creating a Feed for the Stripe Add-On for the next step in the integration process. This is a critical step. If it is not completed, nothing is sent to Stripe for processing.
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 Credit Card field should be located on the last page of the form.
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.
If a form has the Credit Card or Stripe Card field on it, these will override the payment collection method of Stripe Payment Form (Stripe Checkout)
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: a form should not be created where multiple credit card fields are visible on form display.

Setting Up A Sample Poll Form

ScenarioCreate Your FormImmediate ResultsNext Steps

Scenario

In this example, we will set up a Poll Form asking what the user』s favorite video game genre is.

Create Your Form

After installing and activating the Polls Add-On, you can add a Poll field to your form.

In your WordPress admin dashboard, go to New Form under the Forms navigation or choose an existing form from Edit Forms.Click on the Poll field under the Advanced Fields toolbox to add a Poll field to your form.Under Poll Question type 「What is your favorite game genre?」Configure your Poll Type as a Radio ButtonFor the Choices we will add FPS, RTS, and RPG.Let』s setup another Poll field with a Poll Question of 「What is your favorite game system and Choices of 「Xbox, Playstation, and Computer」. For both fields we will check the Enable 「other」 choice option to allow the user to add their own unique choice.Update your form.

Immediate Results

By default, the Poll results are displayed upon submission of the form. You can adjust how these results are displayed in the Poll Settings.

Let』s leave the settings as they are for now and click preview and submit the form. Your results should look something like the image below depending on your choices.

Next Steps

Now that your form is has been created and your results are displaying properly you can Add the Poll to your Site and View the Poll Results. Both of these topics are reviewed in the Using the Polls Add-On article.

Setting up a PayPal Checkout Compatible Form

PrerequisitesIntroductionCreate Your FormSummaryNotes

Prerequisites
See the Using the PayPal Checkout Add-On article.
Introduction
The next step in integrating the PayPal Checkout Add-On is to create the form you are going to use. This can include existing forms. To be compatible with the PayPal Checkout Add-On, your Gravity Form must contain:

One or more Product fields
The PayPal Field

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 customer billing and/or delivery information. We included the Name, Address and Email fields to get basic information from customers, however, they are not required to use the add-on.

Add Pricing fields to your form and configure them as needed. In this example Product, Shipping, and Total fields serve as the Pricing fields.

Add the PayPal Field – Expand the Pricing Fields section and add the PayPal Field to your form. When using multiple add-ons, such as the Stripe Card field, conditional logic should be used to show/hide the field depending on the payment processor selected in another field such a Drop Down field. See the Setting Up Conditional Payments In Gravity Forms article for an example. Note: The PayPal Field is not compatible with the Gravity Forms Credit Card field.

If your form does not look exactly like the images 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 PayPal Field, your form is valid for integration.
Summary
Now that you have created your form visit the Configuring a Feed for the PayPal Checkout Add-On article for the next step in the integration process. This is a critical step. If the form does not have an active PayPal Checkout feed the PayPal Checkout will NOT process the form submission.
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 PayPal Field should be located on the last page of the form.
If you delete the PayPal Field from your form, the PayPal Checkout 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 PayPal being unable to capture the payment details.