Using the Gravity Forms Integration

Details

Gravity Forms is a WordPress plugin used for creating advanced contact forms that support multiple pages, conditional questions and more.

Our integration with Gravity Forms allows you to take your email forms one step further - by connecting them to our platform for lead capture. Furthermore, thanks to multi-list support, you can set your WordPress site's Gravity Forms to submit into several different Vision6 lists at the same time!

The WordPress + Vision6 plugin features include:

• Choose which Gravity Forms fields will be sent to your Vision6 list fields
• Conditionally allow for your contacts to be sent to Vision6, based on your Gravity Forms fields.
• Publish Vision6 forms on any page of your WordPress site
• Use WordPress Widgets to manage your forms
• New contact information synced in real time within your Vision6 account

Gravity Forms only supports form types that 'subscribe' or 'add' contacts. In other words, you won't be able to use Gravity Forms for Update Profile, Update Preferences or Unsubscribe form types. Read more about forms & form types.

How-to Guide

This article contains a number of guides for various related topics. Click below to jump ahead to a particular guide.

• Install & Connect the Plugin
• Configure a Gravity Form To Sync To a Vision6 List

Install & Connect the Plugin

You will need to have Gravity Forms installed on your WordPress website before you begin.

1. In Vision6, select Integrations from the sidebar.
2. Locate the Gravity Forms integration and download the plugin to your computer.
3. Log into your WordPress website and navigate to Plugins, then Add New.
4. Click Upload Plugin, then browse to where you saved the plugin from Step 2 and install it.
5. Once installed, click to Activate the plugin.
6. Still in WordPress, select Forms from the sidebar. This section of the sidebar will now expand to show all of the Gravity Forms options.
7. Click Settings. The Gravity Forms Settings panel will now be displayed.
8. Click Vision6. The Vision6 settings for Gravity Forms will now be displayed - allowing you to enter your API Key. We'll switch back into Vision6 to grab these details.
9. Back in Vision6, select Integrations from the sidebar.
10. Select the API Keys tab.
11. Click Create a new API Key.
12. Give the key a descriptive name, such as Gravity Forms and set the access level accordingly. We recommend using Full Access or Standard Access.
    Users & Account Access Levels
13. Click Create API Key.
14. Back in WordPress, paste the API key into the Vision6 Settings area of Gravity Forms in WordPress.
    
15. Click Update Settings to save the changes. Gravity Forms is now linked with your Vision6 instance.

Configure a Gravity Form To Sync To a Vision6 List

1. In WordPress, select Forms from the sidebar.
2. Hover over your desired Gravity Forms form and click Edit. Your fields for this form will be shown.
3. Hover over Settings and drop down to select the Vision6 option. The Vision6 Feeds section will now appear.
4. Click Add New.
5. Give the feed a name, then select the Vision6 Folder and List to link this Gravity Form to.
6. Once chosen, the page will update to display all available Gravity Form fields, and Vision6 list fields - allowing you to map them to one another.
7. Once you have mapped the fields select the desired Feed Method. You will be able to select from Add Contact or Subscribe Contact.
   If you're planning to run automations in Vision6, make note of what feed method you select. When choosing 'Add Contact' as your feed method, your automation trigger will need to be set to 'When a Contact is added from the API'. When choosing 'Subscribe Contact' as your feed method, your automation trigger will need to be set to the 'Subscribe' event.
8. Once done, click Update Settings to save your changes.

You can now test the integration by filling in your Gravity Forms form, and checking for the data within the list in Vision6.