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For a new Wordpress site, add both the Gravity Forms plugin and the SolarPlus plugin supplied by our team.

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.

1. In Wordpress, install the 'Gravity Forms SolarPlus Add-On' plugin
   
   
2. 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
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3. 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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4. Keep the background updates enabled and click next

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5. 

1. In Wordpress, go to 'Gravity Forms > Settings > 'SolarPlus' and paste the token
   
   
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2. Create a new Contact Form. Then in the Forms list, under Settings, select SolarPlus.
   
   
   
3. Create a new SolarPlus Feed, then click to Edit it.
   
   
   
   
4. 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.
   
   
   
   
   
5. 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'.
   
   
6. 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'.

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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'.

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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'.

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.

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Mapping of Custom Fields

When syncing Custom Fields, take note of the following:

In the Feed section of Gravity Forma, optionally map each field to SolarPlus.

Check that the field type corresponds to the custom field type in SolarPlus.

To view the Custom Fields in SolarPlus:

Go to the Admin menu (Click on the user's name at top right), and go to 'Manage 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).

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.

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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:

The checkbox added in Gravity Forms should have a single 'Yes' selection.

The value MUST correspond to the category ID found in SolarPlus.

In SolarPlus, go to the admin menu (click on the user name at top right) > Manage Categories:

Click on or hover over the Update icon to see the Category ID.

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In Gravity Form, create the Checkbox field, click 'Show Values', enter the label, eg. 'Yes', and add the value as the Category ID.

For multiple Category selection options, you can add these checkbox options in one Gravity Forms field.

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Checkboses 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.

Use this ID as the 'value' field in your Gravity Form checkbox or radio widget.

When a Radio field is added in SolarPlus, each radio option has a value. Give the value integers such as 0, 1, 2...

In Gravity Forms, add an option with the Value matching the value field in the SolarPlus radio field.