Gravity Forms Keap Feed

Use the following process to remove the plugin from the WordPress environment:

• Plugins > Systasis GF Infusionsoft Feed Delete

Additional Info

Clear Cache

Due to Keap API usage limits, Gravity Forms stores Keap custom fields data for twelve hours. If you make a change to your custom fields, you might not see it reflected immediately due to this data caching.

1. 01Navigate to Gravity Forms Settings > Systasis Gravity Forms Feed Add-On
2. 02Click the “Clear Custom Fields Cache” button

Affiliate Field Type

The Feed Add-On supports affiliate tracking using a custom field type. The purpose of this field is to extract an Affiliate Code or ID from the URL, and send it to Keap via its link tracking service. You will use this field as follows:

1. 03Add an instance of it to a Gravity Form
2. 04Configuring the resulting field to indicate the name of the URL query variable

Step One: Add an Affiliate field

Find the Affiliate ID field in the “Advanced Fields” section

The Affiliate Id field is a hidden field on your form Add the field to a form like any other field, usually at the top of the form.

Step Two: Configure an Affiliate field

The only configuration required for an Affiliate` field is to name the URL query parameter.

The presence of this field triggers the Feed Add-On to create a link tracking record for the Affiliate in the newly created or updated Contact.

1. 05Open the field’s configuration panel, then click the “General” tab
2. 06Change the Field Label value to “Affiliate Code” from “Untitled”
3. 07Click the “Advanced” tab
4. 08Enter the name of the URL query parameter in the “Parameter Name” setting Name the field “affiliate” when the form will be loaded by an Infusionsoft Referral Partner link, found on the Referral Partner Center.
5. 09The name choice is yours to make when the form will be loaded via links you create in emails or other web pages.

Data Type Mapping

Describes how Gravity Forms data types map to Keap data types.

These are suggested GF types. The GF Single Line Text data type will map to any Keap data type. For example, Keap will not store a Single Line Text with the value “32-Jan-2018” as a Date data type.

Keap data types that do not define value choices will reject a bad value when that value is out of range. Keap data types that define value choices will accept any value even when that value is not in the choice list.

Keap Gravity Forms Comment ------------- ------------ ------- Contact File Box File Upload Currency Number 2 decimal places Date Date Date/Time N/A Day of Week Drop Down Use numbers 1 - 7 as values See Note 1 Number Use GF min/max Decimal Number Number Drilldown N/A Dropdown Drop Down Email Email Month Drop Down Use numbers 1 - 12 as values See Note 1 Number Use GF min/max List Box Multi Select Name Name (Full) Percent Number Phone Number Phone Radio Radio Buttons Social Security Number N/A State Drop Down Use two-letter state abbreviation as values See Note 1 Text Single Line Text 255 characters Text Area Checkboxes \ Drop Down \ Multi Select > 64,000 characters, csv list of selected options Radio Buttons / See Note 1 / See Note 2 Text Area Paragraph Text 64,000 characters User N/A User List Box N/A Website Website Whole Number Number Round half away from zero Year Drop Down See Note 1 Number Use GF min/max Yes/No Checkboxes \ See note 3 Drop Down \ See Note 1 > Yes = 1, No = 0 Radio Buttons /

1 Ensure the default value is the empty value; make the first entry an empty value. 2 Map combineable fields using the “Combine Fields” feature and setting the CSS class on the field’s Appearance tab. Use the Keap Text Area datatype to store more than 255 combined characters. 3 For opt-in, consider a Checkbox with a single option value “Yes”