Integration for Salsa Engage and Gravity Forms

If you’re using the Gravity Forms plugin, you can now integrate it with the Salsa Labs “Engage” platform. This Add-On supports creating or updating supporter records.

To use this Add-On, you’ll need to:

1. Have an licensed, active version of Gravity Forms >= 1.9.3
2. Have a working Engage instance, as well as credentials for at least one administrative or api-level user

If you meet those requirements, this plugin is for you, and should make building new forms and passing supporter data into Salsa much easier than manually mucking with HTML provided by Salsa.

1. Log into your WordPress account and go to Plugins > Add New. Search for “Gravity Forms Engage” in the “Add plugins” section, then click “Install Now”. Once it installs, it will say “Activate”. Click that and it should say “Active”. Alternatively, you can upload the directory directly to your plugins directory (typically /wp-content/plugins/)
2. Navigate to Forms > Settings in the WordPress admin
3. Click on “Engage API” in the lefthand column of that page
4. Enter your organization’s Engage API token, which you can get by visiting Organization Settings -> API tab of your Salsa Engage account
5. Once you’ve entered your Engage account details, create a form or edit an existing form’s settings. You’ll see an “Engage API” tab in settings where you can create a “Engage API Feed”. This allows you to pick and choose which form fields you’ll send over to Engage from the form. You also have the option of automatically putting form signers into segments, or setting some conditional logic to pick and choose which information gets sent.

1.1.5

• Fixed an issue (caused by a change to the Salsa Engage API) that caused supporters not to be added to groups.
• Improved error logging around API calls.
• Notes will now be added to Gravity Forms entries when supporters, donations, and group memberships are added or updated.

1.1.4

• Added a note to the Donation checkbox, explaining that checking the box but not making payments will prevent the feed from being processed.

1.1.3

• Removed user-facing warning about ending support, because Bonterra has announced that they’re continuing support for Salsa Engage after all.

1.1.1 – 1.1.2

• Added a user-facing warning that support is ending for this plugin.

1.1.0

• There is now a button on the add-on settings screen that allows users to clear locally cached Engage data (i.e. the list of available segments/groups)
• When editing an Engage feed, segments/groups will now be sorted alphabetically by name
• Engage feeds can now be configured to add donation data to Engage, for form entries that contain payment data

1.0

• Initial release.