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Features
Link the contact Contact Us form on your WordPress site with your SolarPlus account, so that when potential clients fill it in, a new New Contact is created in your SolarPlus account, complete with all the information they filled in.
You can see a sample contact form with a range of optional custom contact fields here.
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The SolarPlus plugin for Wordpress is designed to work alongside the Gravity Forms plugin, which provides a versatile contact form design and layout. For a new Wordpress site, add both the Gravity Forms plugin and the SolarPlus plugin supplied by our team.
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Compatibility
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
Subscription
This feature is an optional add-on to your SolarPlus subscription, at $10 AUD/mo.
Instructions
This plugin requires specific field types and configuration and in some cases specific field IDs to work correctly, Please follow all instructions closely.
Contact Support for a JSON file for this form setup to help you get a jump start with your integration, just ask via the SolarPlus Support Desk.
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)Admin > My Preferences > Integration. If no API Credentials exist, click 'Generate New Secret Key'. Copy the Token
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In Wordpress, go to Forms, Gravity forms will welcome you and paste the license key from the integration page → secret key and click next
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5. Keep the background updates enabled and click next
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11. 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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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'.
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Status Field
Add a Dropdown field for the Contact Status merge field.
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Click on Advanced, and set the field to 'Hidden'.
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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'.
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Note the values below that correspond to the Source options in SolarPlus.
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Mapping of Custom Fields
When syncing Custom Fields, take note of the following:
In the Feed section of Gravity
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Forms, optionally map each field to SolarPlus.
Check that the field type corresponds to the custom field type in SolarPlus.
To
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manage Custom Fields in SolarPlus
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go to
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Admin > My Business > Custom Fields
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Drop Down Select Lists
A select list must be configured in Gravity Forms with the values set to match the values set in SolarPlus for a Custom Field type of Select List (dropdown).
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It is recommended to use numeric values to minimise errors.
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Optional Mapping
In general, we advise you not to map the field, 'Use Business Name as Client', as this is best set manually in SolarPlus.
You can just ignore this option. All the Solarplus's Contact Form inputs are shown in Wordpress, however you can just ignore those inputs that do not have corresponding gravity form input that you created.
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Adding Category checkboxes
If you have Categories set up in SolarPlus and wish to include an option in the form for a customer to check that category, not the following:
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For multiple Category selection options, you can add these checkbox options in one Gravity Forms field.
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Checkboxes and Radio Fields
When a checkbox is added as a custom field in SolarPlus, that custom field has an ID which can be seen in the URL when in the update mode for that field.
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