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For a new Wordpress site, add both the Gravity Forms plugin and the SolarPlus plugin supplied by our team.
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Version
The current version of this add-on is:
SolarPlus-GravityForms-v1.2
Please contact us if you need the updated version or wish to sign up for this add-on.
Requirements
Wordpress V. 4 or later
Gravity Forms V.2.0 or later
Instructions
You can see a sample contact form with a range of optional custom contact fields at https://www.supersunny.solarplus.co/blog/time-to-go-solar/
We can provide a JSON file for this form setup to help you get a jump start with your integration, just ask via the SolarPlus Support Desk.
This plugin requires specific field types and configuration and in some cases specific field IDs to work correctly, Please follow all instructions closely.
- 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> my preferences menu).
If no API Credentials exist, click 'Generate New Secret Key'.
Copy the Token
- In Wordpress, go to Forms, Gravity forms will welcome you and paste the license key from the integration page → secret key and click next
4. Keep the background updates enabled and click next
5.
- 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.
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