Gravity Forms Step-by-Step Walkthrough – Gravity Forms Playlist Part 1

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Gravity Forms Step-by-Step Walkthrough – Gravity Forms Playlist Part 1

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Gravity forms, developed by the company RocketGenius, is a premium-only plugin. Meaning there are no free version in the repository. And even though you have to pay for it yearly, they have a HUGE customer base. That’s because this plugin can do so much more than just create forms.

You can use it to the create surveys, create polls, accept payments, make conditional forms, create multipage forms, integrate directly with CRMs, integrate with autoresponders and the list goes on.

There are three payment tiers. The major difference between each tier is how many sites you can install the forms on and which add-ons come with the plugin.

Let’s get to installing the plugin.

Like I said, it’s a premium plugin, so you have to buy a license from the website. Once you have a license you will be given a serial number and a zip file that contains the plugin.

Upload that zip file to your website by logging into your WordPress dashboard.

Inside the WordPress dashboard hover over the plugins menu and then click on Add New. You’ll be presented with a button you can click to browse your computer to find the plugin or you can drag-and-drop the plugin files into the dashed box.

Once the plug in has finished uploading it will automatically be installed, following that you will have to click on activate.

Once activated you’ll have a new menu item called Forms in your WordPress admin.

Hover over forms and then click on Settings. This will take you to the quick Gravity Form setup process.

You’ll first be asked to enter Your license number or serial number. Do that and then click next.

Now you’ll be asked if you want to allow background updates or not. If you want to allow background updates the plug-in will update in the background without you knowing about it. If you do not allow background updates then you’ll have to manually update the Gravity Forms plug-in as updates become available. Click next to when you’ve chosen.

On the next page you’ll be asked to set a currency and if you want no-conflict mode on or not.

The currency you choose will be the one that’s used by default if you’re accepting payments through gravity forms. If you’re not accepting payments in Gravity Forms this option is irrelevant so just pick any currency, usually your home currency or US dollars is the best option.

No-conflict mode means that if the files of the gravity forms plug-in conflict with anything in your WordPress admin area the plug-in will make it so it doesn’t conflict. This only applies to the WordPress admin, it does not apply to the front end of your WordPress site. So no matter what you choose here your visitors will be unaffected by your choice.

Choose your preference for those two options and then click on next.

That will take you to a page that says installation complete. Now you can use the plug-in to create forms or anything else that the plugin is able to do.

For this example we’re going to create our very first form and Gravity Form embed it onto a page.

Hover over Forms in left hand menu and then click on Add New.

When you do so you’re presented with a page where you have on the left-hand column a description of what goes into a basic form and on the right hand side you have some windows with buttons in them.

Those buttons are what you drag and drop into the form builder area in order to start building out your form.

Once you’ve entered all the fields you want simply click on the blue update button on the right-hand side of the page.

Before we embed this new form onto a page you’ll want to set notifications and confirmations.

Now that we have that set up, let’s put this form onto a page.

Either find a page you want to include this form on or create a new one by going to a page or post and then click Add New.

In the page editor you’ll see a new button in between the title and the WYSIWYG editor that says Add Form. Click on that button. In the dialogue pop-up box, choose the form you want to embed and then click on Insert.

Now click on Update or Publish.

Next you want to view the form on the page and do a test run to see if it works how you want.

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