Integration with Gravity Forms
Edgaras Vaninas avatar
Written by Edgaras Vaninas
Updated yesterday

Omnisend for Gravity forms add-on is a WordPress plugin for WooCommerce store merchants that empowers site owners, administrators, and developers to craft both basic and intricate forms for gathering data on their WordPress website. Subsequently, users have the flexibility to determine the actions to be taken with the collected information.

Before You Start

Before You Start

For optimal performance of Gravity Forms, we advise using the most recent production version of WordPress. Therefore, your Gravity Forms setup should align with the same system requirements as WordPress to ensure compatibility and efficiency.

Also, you need to make sure you have:

For the full integration, you'll need a Gravity Forms license key, but you can sign up for a demo here.

Setup Process

Step 1. First, you need to go to Plugins → Add New Plugin → Upload Plugin, as shown in the screenshot below.


Step 2. Then, go to Gravity Forms → Login → My account → License → Download the plugin.


Step 3. Upload the downloaded zip file of the Gravity Forms Plugin. For this choose the file and click Open.

Step 4. Go to Plugins and find Omnisend for Gravity Forms Add-On → click Activate.


Step 5. Copy your license key.


Step 6. Finally, activate the plugin with the key.

What Data is Passed

Once Gravity Forms and Omnisend for Gravity Forms Add-On are installed and enabled - you can start setting up your forms. Here's the list of values that can be passed to Omnisend:

  • Email;

  • Phone number;

  • First name;

  • Last name;

  • Birthday;

  • Address;

  • City;

  • State;

  • Country;

  • Zip / Postal code;

  • Any custom property (for example, if the Form Field is called - Favourite Colour, it will be visible in Omnisend as custom property gravity_forms_favourite_colour: "customers response")*.

  • Specific forms tag

*Any unmapped property will be passed to Omnisend as a custom property to be used in segmentation and/or automation.

Setting Up Your First Form

Step 1. Go to Gravity Forms → New Form → Add New.

Step 2. Select any of the available templates or a blank form; we'll go with the Advanced form template.

Step 3. Give your form a title and, if you want - a description.

Important! If you want to collect contact identifiers fields as subscribers, add a Consent block to any email or phone number collection field.

Step 4. When the form has all the fields added that you want to collect, go to Settings → select Omnisend.

Step 5. Now map all your captured fields to Omnisend's properties so they would match as closely as possible.

Important 💡 Email/SMS consent must be mapped to capture contacts as subscribers.

Step 6. From here - you can publish your form on an existing page/post, create a new page/post, or copy a short code to be embedded anywhere on your WP website. That's it; after the form is published - contacts subscribing to it will appear in your Omnisend audience automatically.

FAQ

Why are contacts appearing as non-subscribed after subscribing to a Gravity form? Check the form's settings to see if email/phone consent is mapped correctly. Check whether email/SMS consent is set as a required field. If consent is not mapped correctly or not ticked - contacts will not be subscribed.


Can my Gravity Forms trigger Welcome automation?
Currently - no, but you can send a feature improvement request to our support at [email protected]. However, If you wish to send a Welcome workflow to the customers subscribing to one of the forms created with this integration, you can use the tag or any other unique property to set up Segment-based automation. More about it here.

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