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Plugin Description
The best Keap feed for Gravity Forms.
Integrates Gravity Forms with Keap (formerly Infusionsoft) CRM, allowing form submissions to be automatically sent to your Keap CRM account.
Features
Easily create contacts under certain conditions
For example, Contact creation occurs only when the visitor enters an email address.
Affiliate tracking
Give your affiliates a link containing their Affiliate code to a Gravity Form. Keap will record the link click.
Leadsource assignment
Assign leadsources to a Keap contact.
Duplicate checking
Duplicates will be updated or created. Check on:
- Company, Name, Email
- Name, Email
- Email
Upload to Contact Filebox
Optionally upload files to a Contact’s filebox using a form upload field.
Combine fields
Avoid assigning too many Keap custom fields. Combine values from multiple Gravity Form fields into one Keap custom Contact field.
Conditional or Unconditional API Goals
Trigger an Keap campaign based on submitted form values or on every Gravity Form submission.
Feed export and import
Gravity Forms’ Form Export/Import service includes Feed definitions.
Configuration
See Configuration for configuration instructions.
Deactivate
Use the following process to disable the plugin and clear the custom field cache:
- Plugins > Systasis GF Infusionsoft Feed > Deactivate
Uninstall
This process deletes all feeds, clears all caches and deactivates the plugin.
Use this process when you suspect the plugin is not operating correctly and you want to delete all feeds.
This process deactivates the plugin, it does not delete the plugin from the WordPress environment.
Use the following process to delete all feeds and Deactivate the plugin.
- Plugins > Systasis GF Infusionsoft Feed Settings > Uninstall Add-On
Delete
You must Deactivate or Uninstall the plugin before performing this process.
Use the following process to remove the plugin from the WordPress environment:
- Plugins > Systasis GF Infusionsoft Feed Delete
Additional Info
Clear Cache
Due to Keap API usage limits, Gravity Forms stores Keap custom fields data for twelve hours.
If you make a change to your custom fields, you might not see it reflected immediately due to this data caching.
- Navigate to Gravity Forms Settings > Systasis Gravity Forms Feed Add-On
- Click the “Clear Custom Fields Cache” button
Affiliate Field Type
The Feed Add-On supports affiliate tracking using a custom field type.
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.
You will use this field as follows:
- Add an instance of it to a Gravity Form
- Configuring the resulting field to indicate the name of the URL query variable
Step One: Add an Affiliate field
Find the Affiliate ID field in the “Advanced Fields” section
The Affiliate Id field is a hidden field on your form
Add the field to a form like any other field, usually at the top of the form.
Step Two: Configure an Affiliate field
The only configuration required for an Affiliate` field is to name the URL query parameter.
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.
- Open the field’s configuration panel, then click the “General” tab
- Change the Field Label value to “Affiliate Code” from “Untitled”
- Click the “Advanced” tab
- Enter the name of the URL query parameter in the “Parameter Name” setting
- Name the field “affiliate” when the form will be loaded by an Infusionsoft Referral Partner link, found on the Referral Partner Center.
- The name choice is yours to make when the form will be loaded via links you create in emails or other web pages.
Data Type Mapping
Describes how Gravity Forms data types map to Keap data types.
These are suggested GF types. The GF Single Line Text data type will map to any Keap data type.
For example, Keap will not store a Single Line Text with the value “32-Jan-2018” as a Date data type.
Keap data types that do not define value choices will reject a bad value when that value is out of range.
Keap data types that define value choices will accept any value even when that value is not in the choice list.
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 /
1 Ensure the default value is the empty value; make the first entry an empty value.
2 Map combineable fields using the “Combine Fields” feature and setting the CSS class on the field’s Appearance tab.
Use the Keap Text Area datatype to store more than 255 combined characters.
3 For opt-in, consider a Checkbox with a single option value “Yes”
Screenshots
Feed Add-on Settings
Create/Edit/Duplicate/Delete Feed
Feed Name and Action Settings
Upload to Contact Filebox Settings
Contact Details Settings
API Goal Settings
Combine Fields Settings
Feed Conditional Logic Settings
