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.
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:
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
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.
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.
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.
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.