Anthony Montalbano

AMBR Detroit

<p>This plugin allows you to export and import Gravity Form add-on feeds. If you have multiple feeds setup with Gravity Form add-ons and need to export and import them to different sites or environments, this plugin does the trick.</p>
<p>Requires Gravity Forms.</p>


Import/Export Add-On Feeds for Gravity Forms

This plugin is a game changer for WordPress sites with a large amount of Gravity Forms and a large amount of Gravity Forms feeds. When working through an issue to support a 3rd party Salesforce addon for Gravity Forms the developer of this plugin went above and beyond expectations to ensure compatibility. The plugin will save hours of work manually creating multiple feeds across multiple forms. Quick, easy, and a new go-to tool for WordPress/Gravity Forms.

Stellar Support and Awesome Functionality

Easily export and import Gravity Form add-on feeds.

Systasis Computer Systems

<h3>The best Keap feed for Gravity Forms.</h3>
<p>Integrates Gravity Forms with Keap (formerly Infusionsoft) CRM, allowing form submissions to be automatically sent to your Keap CRM account.</p>
<h3>Features</h3>
<h4>Easily create contacts under certain conditions</h4>
<p>For example, Contact creation occurs only when the visitor enters an email address.</p>
<h4>Affiliate tracking</h4>
<p>Give your affiliates a link containing their Affiliate code to a Gravity Form. Keap will record the link click.</p>
<h4>Leadsource assignment</h4>
<p>Assign leadsources to a Keap contact.</p>
<h4>Duplicate checking</h4>
<p>Duplicates will be updated or created. Check on:</p>
<ul>
<li><strong>Company</strong>, <strong>Name</strong>, <strong>Email</strong></li>
<li><strong>Name</strong>, <strong>Email</strong></li>
<li><strong>Email</strong></li>
</ul>
<h4>Upload to Contact Filebox</h4>
<p>Optionally upload files to a Contact’s filebox using a form upload field.</p>
<h4>Combine fields</h4>
<p>Avoid assigning too many Keap custom fields. Combine values from multiple Gravity Form fields into one Keap custom Contact field.</p>
<h4>Conditional or Unconditional API Goals</h4>
<p>Trigger an Keap campaign based on submitted form values or on every Gravity Form submission.</p>
<h4>Feed export and import</h4>
<p>Gravity Forms’ Form Export/Import service includes Feed definitions.</p>
<h3>Configuration</h3>
<p>See <a href="https://systasis.co/gravity-forms-infusionsoft-feed-configuration" rel="nofollow ugc">Configuration</a> for configuration instructions.</p>
<h3>Deactivate</h3>
<p>Use the following process to disable the plugin and clear the custom field cache:</p>
<ul>
<li><em>Plugins</em> > Systasis GF Infusionsoft Feed > <em>Deactivate</em></li>
</ul>
<h3>Uninstall</h3>
<p>This process <em>deletes all feeds</em>, clears all caches and deactivates the plugin.<br />
Use this process when you suspect the plugin is not operating correctly <em>and you want to delete all feeds</em>.<br />
This process deactivates the plugin, it does not delete the plugin from the WordPress environment.</p>
<p>Use the following process to <em>delete all feeds</em> and Deactivate the plugin.</p>
<ul>
<li><em>Plugins</em> > Systasis GF Infusionsoft Feed <em>Settings</em> > <em>Uninstall Add-On</em></li>
</ul>
<h3>Delete</h3>
<p>You must <em>Deactivate</em> or <em>Uninstall</em> the plugin before performing this process.</p>
<p>Use the following process to remove the plugin from the WordPress environment:</p>
<ul>
<li><em>Plugins</em> > Systasis GF Infusionsoft Feed <em>Delete</em></li>
</ul>
<h3>Additional Info</h3>
<h3>Clear Cache</h3>
<p>Due to Keap API usage limits, Gravity Forms stores Keap custom fields data for twelve hours.<br />
If you make a change to your custom fields, you might not see it reflected immediately due to this data caching.</p>
<ol>
<li>Navigate to Gravity Forms Settings > Systasis Gravity Forms Feed Add-On</li>
<li>Click the “Clear Custom Fields Cache” button</li>
</ol>
<h3>Affiliate Field Type</h3>
<p>The Feed Add-On supports affiliate tracking using a custom field type.<br />
The purpose of this field is to extract an Affiliate Code or ID from the URL, and send it to Keap via its link tracking service.<br />
You will use this field as follows:</p>
<ol>
<li>Add an instance of it to a Gravity Form</li>
<li>Configuring the resulting field to indicate the name of the URL query variable</li>
</ol>
<h3>Step One: Add an Affiliate field</h3>
<p>Find the Affiliate ID field in the “Advanced Fields” section</p>
<p>The Affiliate Id field is a <em>hidden</em> field on your form<br />
Add the field to a form like any other field, usually at the top of the form.</p>
<h3>Step Two: Configure an Affiliate field</h3>
<p>The only configuration required for an Affiliate` field is to name the URL query parameter.</p>
<p>The presence of this field triggers the Feed Add-On to create a link tracking record for the Affiliate in the newly created or updated Contact.</p>
<ol>
<li>Open the field’s configuration panel, then click the “General” tab</li>
<li>Change the Field Label value to “Affiliate Code” from “Untitled”</li>
<li>Click the “Advanced” tab</li>
<li>Enter the name of the URL query parameter in the “Parameter Name” setting
<ul>
<li>Name the field “affiliate” when the form will be loaded by an Infusionsoft Referral Partner link, found on the Referral Partner Center.</li>
<li>The name choice is yours to make when the form will be loaded via links you create in emails or other web pages.</li>
</ul>
</li>
</ol>
<h3>Data Type Mapping</h3>
<p>Describes how Gravity Forms data types map to Keap data types.</p>
<p>These are suggested GF types. The GF Single Line Text data type will map to any Keap data type.<br />
For example, Keap will not store a Single Line Text with the value “32-Jan-2018” as a Date data type.</p>
<p>Keap data types that <strong>do not</strong> define value choices will reject a bad value when that value is out of range.<br />
Keap data types that define value choices will accept any value even when that value is not in the choice list.</p>
<pre>
Keap                    Gravity Forms      Comment
-------------           ------------       -------
Contact File Box        File Upload

Currency                Number             2 decimal places

Date                    Date

Date/Time               N/A

Day of Week             Drop Down          Use numbers 1 - 7 as values
                                           See Note 1
                        Number             Use GF min/max

Decimal Number          Number

Drilldown               N/A

Dropdown                Drop Down

Email                   Email

Month                   Drop Down          Use numbers 1 - 12 as values
                                           See Note 1
                        Number             Use GF min/max

List Box                Multi Select

Name                    Name (Full)

Percent                 Number

Phone Number            Phone

Radio                   Radio Buttons

Social Security Number  N/A

State                   Drop Down          Use two-letter state abbreviation as values
                                           See Note 1

Text                    Single Line Text   255 characters

Text Area               Checkboxes        \
                        Drop Down          \
                        Multi Select        > 64,000 characters, csv list of selected options
                        Radio Buttons      / See Note 1
                                          / See Note 2

Text Area               Paragraph Text     64,000 characters

User                    N/A

User List Box           N/A

Website                 Website

Whole Number            Number             Round half away from zero

Year                    Drop Down          See Note 1
                        Number             Use GF min/max

Yes/No                  Checkboxes        \ See note 3
                        Drop Down          \ See Note 1
                                            > Yes = 1, No = 0
                        Radio Buttons      /
</pre>
<p>1   Ensure the default value is the empty value; make the first entry an empty value.<br />
2   Map combineable fields using the “Combine Fields” feature and setting the CSS class on the field’s <em>Appearance</em> tab.<br />
    Use the Keap Text Area datatype to store more than 255 combined characters.<br />
3   For opt-in, consider a Checkbox with a single option value “Yes”</p>


Gravity Forms Keap Feed

Sync form submissions between Gravity Forms and Keap

Import/Export Add-On Feeds for Gravity Forms vs Gravity Forms Keap Feed