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How to Integrate Gravity Forms with WooCommerce

How to Integrate Gravity Forms with WooCommerce

how to integrate Gravity Forms with WooCommerce

If you are looking to improve user engagement on your site, it’s time to add a form using Gravity Forms to capture leads, automate workflow, collect payments, add quizzes, etc. It’s the ultimate way to upgrade your online store with quick distribution, management, and displaying order forms on your WordPress site. Here we will dig deeper into the guide on how to integrate Gravity Forms with WooCommerce.

It is a premium WordPress plugin with built-in features giving you more control with less effort. This widely used plugin allows you to easily create, customize and automate forms with multiple templates. With the Gravity Forms plugin, you can create custom web forms used for various purposes such as quizzes, surveys, polls, registrations, contact forms, donations, product sales, or any other transaction. Its features include:

  • Intuitive Drag-and-Drop Builder tools
  • Multi-column layouts
  • Data routing
  • Simple Import and Export functions
  • Custom CSS applicable to stellar site design
  • Allow users to save and continue form entries
  • Accessible and compliant
  • Responsiveness to any device 
  • Conditional logic based on user selections
  • Email logic
  • Language flexibility from WordPress settings
  • File uploading i.e. photos & file attachments
  • Calculations
  • Digital signatures
  • Merging tags to populate submitted data in other areas 
  • A big list of fields
  • Pagination with multiple pages and less scrolling

All the features hold significant importance to offer something for your website depending on the business type. For example, businesses that organize events can accept online registrations, and WooCommerce stores that are selling products can explore takeout options and simplify the order placement process.

Benefits of using Gravity Forms

When you integrate Gravity Forms with WooCommerce, there will be an enhanced version of data security. Gravity Forms is GDPR compliant, so managing your personal data and validating user content for third-party feeds is easy. Also, you will see Google reCAPTCHA v2 and v3 to fend off spam and bot invasions. Moreover, anti-spam honeypot and security audits by the service team on a quarterly basis are added security advantages to you and your business. 

  • Another benefit is that the plugin is developer-friendly with hundreds of actions and filters, well-documented code, and add-on frameworks that are easily customizable.
  • You can also boost your customer retention with Gravity forms as they have a wide variety of responsive and interactive designs. You can even apply your own brand design or logos to these templates. 
  • Gravity forms allow a quick collection of data through forms that can be exported into a CSV file.
  • Gravity Forms has a feature of routing notifications so you can send email notifications to different recipients according to responses and interact with them directly.
  • If you plan to integrate PayPal you can accept online payments and display pricing fields and a shipping calculator. 

How to Integrate Gravity Forms with WooCommerce?

Follow these steps to integrate Gravity Forms with your WooCommerce store.

Simply visit the Gravity Forms official website, and select a suitable plan to download the plugin. You will receive a zip file and a license key. 

Now, open your WordPress admin panel and go to Forms > Settings. Here, you will see a blank box where you need to enter the license key for automatic updates and online support for the plugin. 

When it’s done, click the Next button to move forward. 

In the Background Updates section, you can choose the first option “Keep background updates enabled” and move to the next step. 

In Global Settings, you can set a default currency for your forms and Enable the below two options.

No-Conflict Mode: Enable this option to reduce conflict with other plugins and themes on your WordPress site. 

Toolbar Menu: If enabled, it displays the latest 10 forms that were recently ordered in the form editor panel.

All done! Your installation is completed. You are now ready to use the Gravity Forms builder. Click the Create A Form button to get started. 

Understanding the Gravity Form Builder

Let us look at the Gravity Form builder in more detail and discuss its features.

Add Fields

Add Form Fields is the section where you can just drag and drop the fields onto the canvas and design your form. You will see the division of fields into the following.

  • Standard Fields: It includes Text, Paragraphs, Dropdown fields, Radio Buttons, and Checkbox. 
  • Advanced Fields: This option includes field options for Name, Phone, Email, and Address fields.
  • Post Fields: Use this option when you want to create posts from form submissions. 
  • Pricing Fields: You can use this field option to integrate payment gateways and configure product options. 

Each of the field options has dedicated field settings that can be fully customized to match your requirements.

Settings

The settings area on the dashboard gives you access to further form-specific areas. In the settings section, you can make the following customizations.

Form Settings

This section allows you to manage and edit form configurations. 

The first 2 options contain the Form Basics with title and description.

Form Layout

  • Label placement: Determine the appearance of field labels.
  • Description Placement: You can choose between the ‘above’ or ‘below’ field inputs. 
  • Sub-Label Placement: You can override this option using field-specific settings. 
  • Validation Summary: If you enable this option, you will get a summary of form validation errors whenever a user tries to submit a form with missing or incorrect information.
  • Required Field Indicator: Determines what a customer views on the box i.e. “required”, text, or asterisk only. 
  • CSS Class Name: To override the default styles for the form.

The Save and Continue option allows the user to save the filled-in information and continue later on. 

You can set Restrictions 

  • Limiting the number of entries 
  • Scheduling the time period till the form will remain active
  • Check the option if you require your user to log in to view the form. You can set your message to display who is not logged in. 

Form Options

Enable anti-spam honeypot: It is an alternative to the reCAPTCHA field and there will be automatic honeypot protection. 

Enable Animated transitions: Opposite to by default, enabling it will apply sliding animation on conditional displaying/hiding fields. 

Enable legacy markup: check this option to enable the Gravity forms feature of legacy markup.

Just save the settings at last once you finish all these changes. 

Confirmations

You can edit the confirmation message that a user will receive after submitting the form. Either edit an existing one with name, type, conditional logic or click the Add New button. 

Notifications

Click this option to make edits in the notification part which means getting an update as an email notification when a form is successfully submitted to the site administrator. 

Let’s create one new notification. Click the Add New button. 

Give it a unique name. 

Enter the Email Settings. 

Send to the label means determining how the message is sent. 

Enter Email

It allows you to fill a single email address or multiple email addresses by a comma and thus all notifications of a specific form will be shared on the desired email id. 

Select a Field

You can set this option when you want the notification varied according to the content of the email address field in the form. 

Configure Routing

As its name suggests, your notifications will have their routing to the different email addresses based on the options that the form-filling person selects. 

As an example, we will just take a look at the Enter Email option and its further fields. 

Send to Email: Recipient mail of the notification. 

From Name: You can configure this field for either making the name of the notification.

Reply To: Here, you can set the reply address as static or use merge tags from the option on the right in the field. 

BCC: Use this field when you want a copy of every notification to be sent to another email as well.

Now,

We will move to Message and Subject. 

This section contains the form content. You may either keep it default or merge the fields to generate dynamic content. For the latter, go to the drop-down icon next to the input boxes, and choose fields for merge tags.

The additional field is, Adding an Attachment

If any of your form fields demand document uploading, you will get them with notification if enabled with this option.

Personal Data

The Personal Data tab allows integration with the WordPress Export Personal Data and Erase Personal Data tools. It supports data of entries and submissions during save and continue mode. 

Fields with user IDs are also added to identify users while exporting customer data. 

IP Addresses: If you don’t want to save IP addresses in form submission, check this toggle option. 

Retain entries indefinitely: This option allows you to save entries permanently. 

Trash entries automatically: Within a specific number of days, entries go into the trash automatically. 

Delete entries permanently automatically: Within a specific number of days, entries will be deleted automatically forever. 

Note: 1 day is a minimum to retain the entries to ensure the completion of processing.

Exporting and Erasing Data

Enable this box if you want to include form data into the whenever performed Exporting and Erasing process of personal data on the site.  

That’s all about the key details of the settings section of Gravity forms. Knowing them properly will let you create user-friendly as well as business-friendly forms to integrate with your WooCommerce store. Get on to the dashboard and practically hover to the different fields for better clarity. Copy the Shortcode of your form and display it anywhere on your posts or pages. This is how a form will be displayed on your website. Customers can enter the required fields and submit the form.

When a customer will completes this form and submits it, they will receive a confirmation message on the screen as displayed below. 

The store owner can access this form from the backend on the admin panel. Navigate to WP Panel > Forms > Entries. Here you can view all the submitted forms. 

Overall, Gravity Forms is the perfect extension to your WooCommerce store for added convenience to you, your business operations, and your store visitors. Not only do you capture leads, automate workflow, collect payments, and add quizzes, but also have something on the site that intensifies its layout and branding. Easily integrate it today following the above steps on how to integrate Gravity Forms with WooCommerce. Use the comment box below for any questions regarding the topic.

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