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- In Wordpress, install the 'Gravity Forms SolarPlus Add-On' plugin
- In SolarPlus, Go to the 'Integrations' menu (under the admin menu found by clicking on your user name at top right).
If no API Credentials exist, click 'Generate New Secret Key'.
Copy the Token
- In Wordpress, go to 'Gravity Forms > Settings > 'SolarPlus' and paste the token
- Create a new Contact Form. Then in the Forms list, under Settings, select SolarPlus.
- Create a new SolarPlus Feed, then click to Edit it.
- Set the mappings between your Gravity Form and the SolarPlus Contact fields, and Custom fields.
Add the fields to your form to correspond with all SolarPlus fields you wish to map. Then map the items on this page to complete the integration.
- Add the form to a page and create and submit a form entry from the website. Go to SolarPlus > Contacts and the new lead should be listed here. To continue with a new quote, click the contact name and then 'New Quote'.
- Configure notification emails from Gravity Forms for both the confirmation for the person submitting the enquiry and the team member who should receive notifications for new quotes.
IMPORTANT TIPS
Address Field
For the address field you can set a default country and optionally show all or some of the fields:
Under Feeds, select the address option 'Full Address'.
Status Field
Add a Dropdown field for the Contact Status merge field.
Click 'Show Values' and enter the value as '0' to set it as a Lead. (Note that the status will become Active only after a Contact accepts a quote.
Click on Advanced, and set the field to 'Hidden'.
Source Field
The Source field can either be configured in the same was as 'Status' above in order to set the Source to 'Website' with the field value set to '7'.
Alternatively, you can create this as a visible field if you wish the customer to select an answer to a question such as 'Where did you hear about us?'
Note the values below that correspond to the Source options in SolarPlus.
Mapping of Custom Fields
When syncing Custom Fields, take note of the following:
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In the Feed section of Gravity Forma, optionally map each field to SolarPlus.
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A select list must be configured in Gravity Forms with the values set to match the values set in SolarPlus .
This applies to any Custom Field as well as the Contact select list for 'Source'.
NOTE: 'STATUS' select option
We do not recommend any feed mapping for the field 'Status'. This will be handled automatically and set to the default 'Lead'. The option 'Active' is for customers who have accepted a quote.for a Custom Field type of Select List (dropdown).
Add the Dropdown form field and click on 'Show Values'. Enter a value to correspond to the value options set in that custom field in SolarPlus.
It is recommended to use numeric values to minimise errors.
Optional Mapping
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