Connect Gravity Forms with Xendy

Introduction

Gravity Forms is a powerful and versatile WordPress plugin that allows you to create customizable forms for your website. From simple contact forms to more complex data collection tools, Gravity Forms provides a seamless way to engage with your audience and gather essential information. By connecting Gravity Forms with Xendy, you can automatically send form submissions directly to your email marketing lists. This integration ensures that your contact data is instantly available in Xendy, enabling you to create targeted email campaigns and automations without manual data entry.

In this guide, we’ll walk you through the process of setting up a contact form in Gravity Forms, generating your webhook URL in Xendy, and mapping the fields to ensure smooth data transfer. With this integration, you’ll unlock the potential to streamline your email marketing and make the most of your collected data.

Setup a contact form in Gravity Forms

To connect Gravity Forms with Xendy, the first step is to create a functional contact form using Gravity Forms. This section will guide you through installing the plugin, setting up your form, and enabling the webhooks extension for seamless integration with Xendy.

1. Install Gravity Forms

• Download and install the plugin:

  • Log in to your WordPress dashboard.
  • Navigate to Plugins > Add New and search for “Gravity Forms.”
  • Upload the Gravity Forms plugin file if you have a premium version, or install the free version directly.
  • Activate the plugin once the installation is complete.

• Activate your license (premium users):

  • Go to Forms > Settings > Licenses in your WordPress dashboard.
  • Enter your license key to unlock advanced features, such as webhooks integration.

2. Create a new contact form

• Navigate to the Gravity Forms dashboard:

  • In your WordPress menu, click Forms > Add New.

• Build your form:

  • Name your form (e.g., “Contact form for Xendy”).
  • Add relevant fields, such as:
    • Name
    • Email (mandatory for Xendy integration)
    • Phone number
    • Message

• Save the form:

  • Once you’ve added all the necessary fields, click Save form.

3. Enable webhooks extension

• Install the Gravity Forms webhooks add-on:

  • Navigate to Forms > Add-Ons and search for “Webhooks.”
  • Install and activate the webhooks add-on.

• Access webhooks settings:

  • Open your newly created form.
  • Go to Settings > Webhooks and click Add New.

With your Gravity Forms plugin installed, a contact form created, and the webhooks add-on enabled, you’re ready to integrate your form with Xendy. In the next section, we’ll show you how to generate a webhook URL in Xendy and connect it to your Gravity Forms setup.

Get your Xendy webhook

To connect your Gravity Forms contact form to Xendy, you’ll need to generate a webhook URL in Xendy. This webhook URL allows data from your Gravity Forms submissions to flow directly into your Xendy contact lists.

1. Access the Xendy dashboard

• Log in to your Xendy account.
• In the left-hand menu, select “All contacts.”

2. Create or select a segment

• Use the general segment:
  • If you want to send all form submissions to your main contact list, you can use the existing All contacts segment.
• Create a new segment (optional):
  • Click on “All contacts” in the top-right corner.
  • Select “Add new segment.”
  • Give the segment a name (e.g., “Gravity Forms submissions”) and save it.

3. Generate the webhook URL

• Locate the segment settings:
  • Navigate to the segment you want to use for Gravity Forms submissions.
  • Click “Add contacts” in the top-right corner and select “Via webhooks.”
• Copy the webhook URL:
  • A unique webhook URL will be displayed.
  • Click Copy to save the URL to your clipboard.

4. Note the field names

• On the webhook URL page, you’ll see a list of required field names.
• Email field is mandatory: Ensure the email field in your Gravity form matches the field name “email” in Xendy.
• Optional fields like name, phone, and custom fields can also be mapped for more detailed contact data.

With your webhook URL ready, you can now connect your Gravity Forms contact form to Xendy. In the next section, we’ll walk you through integrating the webhook URL into the Gravity Forms webhooks add-on.

Connect your contact form with Xendy

With your Xendy webhook URL ready, the next step is to connect it to your Gravity Forms contact form. This integration ensures that every form submission is automatically added to your selected Xendy contact list.

1. Open the Gravity Forms webhook settings

• Navigate to the WordPress dashboard.
• Go to Forms > Your form name > Settings > Webhooks.
• Click Add new to create a new webhook connection.

2. Add the Xendy webhook URL

• Webhook name:
  • Enter a name for the webhook (e.g., “Xendy contact list”).
• Webhook URL:
  • Paste the webhook URL you copied from Xendy into the Request URL field.

3. Configure request settings

• Request method:
  • Select POST to send data to Xendy.
• Request format:
  • Choose JSON as the format for the data sent to Xendy.
• Request headers (optional):
  • Add headers if necessary for advanced configurations. For standard setups, this step is not required.

4. Map your form fields to Xendy

• Scroll down to the Request body section.
• Map the fields from your Gravity form to the corresponding field names in Xendy:
  • Email: Map this to the mandatory “email” field in Xendy.
  • Name: Map to the “name” field or another custom field in Xendy.
  • Additional fields: Include other optional fields like phone number or message, ensuring the field names match those in Xendy.

5. Save and test the webhook

• Save the webhook settings.
• Submit a test entry in your Gravity form.
• Check your Xendy contact list to verify that the data is being transferred correctly.

6. Adjust as needed

• If the data doesn’t appear correctly in Xendy, double-check your field mappings and ensure the webhook URL is accurate.
• Modify the webhook settings as necessary to ensure proper integration.

Your Gravity Forms contact form is now successfully connected to Xendy! Every form submission will automatically be added to your selected Xendy contact list, saving you time and streamlining your workflow.

Field mappings

Field mapping ensures that the data collected in your Gravity Forms contact form is correctly matched with the corresponding fields in Xendy. Proper mapping is essential to ensure accurate data transfer and seamless integration.

1. Understand Xendy’s field requirements

• Mandatory field:
  • The “email” field is required for all data submissions to Xendy. Without this field, the data will not be processed.
• Optional fields:
  • Additional fields such as “name,” “phone,” or custom fields can also be mapped to enhance your contact records.
• Custom fields:
  • You can add new field names in Xendy to accommodate unique data points from your Gravity forms.

2. Locate field names in Xendy

• Navigate to the Webhook URL page in Xendy.
• Review the list of default field names provided.
• Note any additional fields you’ve created or intend to use for mapping.

3. Map Gravity Forms fields to Xendy

In the Gravity Forms webhook settings:

• Email field:
  • Map the Gravity Forms email field to the “email” field in Xendy. This is mandatory for successful integration.
• Name field:
  • Map the form’s name field to the corresponding “name” field in Xendy.
• Additional fields:
  • Map any optional fields (e.g., phone number, message) to their corresponding Xendy field names.
  • Ensure the field names in Gravity Forms exactly match the names in Xendy for seamless data transfer.

4. Add new fields in Xendy (optional)

If your form includes data points that are not in Xendy’s default fields:

• Go to your Xendy account and navigate to the Contacts section.
• Add a new field by specifying its name (e.g., “Company,” “Order ID”).
• Use this field name in the Gravity Forms webhook settings to complete the mapping.

5. Test your field mappings

• Submit a test entry in your Gravity form with data for all mapped fields.
• Check the Xendy contact list to confirm that the data has been accurately transferred to the correct fields.
• Make any necessary adjustments if data is not appearing as expected.

6. Tips for effective field mapping

• Consistency is key:
  • Ensure field names in Gravity Forms match those in Xendy exactly, including capitalization and spacing.
• Use descriptive names:
  • For custom fields, use descriptive names that clearly indicate the type of data they hold.
• Regularly review mappings:
  • Periodically check your field mappings to ensure they align with updates or changes to your form or contact list.

With proper field mappings, your Gravity Forms integration with Xendy will function smoothly, ensuring accurate and organized contact data. In the next section, we’ll address frequently asked questions about connecting Gravity Forms with Xendy.

Frequently asked questions