[{"name":"Gravity Forms Keap Feed","slug":"systasis-gf-infusionsoft-feed","version":"3.0.0","author":"Systasis Computer Systems, Inc.","author_profile":"https://profiles.wordpress.org/systasiscomputersystems/","requires":"5.0","tested":"6.6.2","requires_php":"7.0","requires_plugins":[],"rating":100,"ratings":{"1":0,"2":0,"3":0,"4":0,"5":5},"num_ratings":5,"support_threads":0,"support_threads_resolved":0,"downloaded":7979,"last_updated":"2024-07-08 11:48am GMT","added":"2018-05-02","homepage":"https://systasis.co","sections":{"description":"

The best Keap feed for Gravity Forms.

Integrates Gravity Forms with Keap (formerly Infusionsoft) CRM, allowing form submissions to be automatically sent to your Keap CRM account.

Features

Easily create contacts under certain conditions

For example, Contact creation occurs only when the visitor enters an email address.

Affiliate tracking

Give your affiliates a link containing their Affiliate code to a Gravity Form. Keap will record the link click.

Leadsource assignment

Assign leadsources to a Keap contact.

Duplicate checking

Duplicates will be updated or created. Check on:

Company, Name, Email
Name, Email
Email

Upload to Contact Filebox

Optionally upload files to a Contact’s filebox using a form upload field.

Combine fields

Avoid assigning too many Keap custom fields. Combine values from multiple Gravity Form fields into one Keap custom Contact field.

Conditional or Unconditional API Goals

Trigger an Keap campaign based on submitted form values or on every Gravity Form submission.

Feed export and import

Gravity Forms’ Form Export/Import service includes Feed definitions.

Configuration

See Configuration for configuration instructions.

Deactivate

Use the following process to disable the plugin and clear the custom field cache:

Plugins > Systasis GF Infusionsoft Feed > Deactivate

Uninstall

This process deletes all feeds, clears all caches and deactivates the plugin.
\nUse this process when you suspect the plugin is not operating correctly and you want to delete all feeds.
\nThis process deactivates the plugin, it does not delete the plugin from the WordPress environment.

Use the following process to delete all feeds and Deactivate the plugin.

Plugins > Systasis GF Infusionsoft Feed Settings > Uninstall Add-On

Delete

You must Deactivate or Uninstall the plugin before performing this process.

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.
\nIf you make a change to your custom fields, you might not see it reflected immediately due to this data caching.

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

Affiliate Field Type

The Feed Add-On supports affiliate tracking using a custom field type.
\nThe 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.
\nYou will use this field as follows:

Add an instance of it to a Gravity Form
Configuring 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
\nAdd 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.

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

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.
\nFor 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.
\nKeap data types that define value choices will accept any value even when that value is not in the choice list.

\nKeap                    Gravity Forms      Comment\n-------------           ------------       -------\nContact File Box        File Upload\n\nCurrency                Number             2 decimal places\n\nDate                    Date\n\nDate/Time               N/A\n\nDay of Week             Drop Down          Use numbers 1 - 7 as values\n                                           See Note 1\n                        Number             Use GF min/max\n\nDecimal Number          Number\n\nDrilldown               N/A\n\nDropdown                Drop Down\n\nEmail                   Email\n\nMonth                   Drop Down          Use numbers 1 - 12 as values\n                                           See Note 1\n                        Number             Use GF min/max\n\nList Box                Multi Select\n\nName                    Name (Full)\n\nPercent                 Number\n\nPhone Number            Phone\n\nRadio                   Radio Buttons\n\nSocial Security Number  N/A\n\nState                   Drop Down          Use two-letter state abbreviation as values\n                                           See Note 1\n\nText                    Single Line Text   255 characters\n\nText Area               Checkboxes        \\\n                        Drop Down          \\\n                        Multi Select        > 64,000 characters, csv list of selected options\n                        Radio Buttons      / See Note 1\n                                          / See Note 2\n\nText Area               Paragraph Text     64,000 characters\n\nUser                    N/A\n\nUser List Box           N/A\n\nWebsite                 Website\n\nWhole Number            Number             Round half away from zero\n\nYear                    Drop Down          See Note 1\n                        Number             Use GF min/max\n\nYes/No                  Checkboxes        \\ See note 3\n                        Drop Down          \\ See Note 1\n                                            > Yes = 1, No = 0\n                        Radio Buttons      /\n

1 Ensure the default value is the empty value; make the first entry an empty value.
\n2 Map combineable fields using the “Combine Fields” feature and setting the CSS class on the field’s Appearance tab.
\n Use the Keap Text Area datatype to store more than 255 combined characters.
\n3 For opt-in, consider a Checkbox with a single option value “Yes”

\n","installation":"

These steps assume that the Gravity Forms WordPress plugin is installed.

Install and activate the Gravity Forms Infusionsoft Feed Add-On
Configure your Service Account Key. Instructions on generating your Service Account key

\n","faq":"\n

\nTag Application\n\n

This feed add-on does not directly support conditional tag application.

Use an API goal connected to one or more sequences to implement unconditional tag application.
Map Gravity Forms fields to Keap Contact custom fields, then use an API goal connected to a decision diamond connected to two or more sequences to implement conditional tag application.

\nSupport Services\n\n

\n
Item support available at Gravity Forms Infusionsoft plugin support includes:
\n
- Availability of the author to answer questions
- Answering technical questions about item’s features
- Assistance with reported bugs and issues
- Help with included 3rd party assets
\n
\n
Item support does not include:
\n
- Customization services
- Installation services
\n

\n\n","changelog":"

3.0.0

Implement Keap Service Account Key (SAK) support.
\n You must replace your Legacy API key with a SAK before 31-Oct-2024.
\n Site admins will be reminded to generate a SAK on Gravity Forms admin screens until that replacement occurs.
\n See these instructions for help with this process.
\n Copy the generated value to the Feed configuration.
\n IMPORTANT: Do not re-use the key. Generate a key for each Keap connection, even if it’s also a WordPress plugin.

This is an irreversible upgrade after 31-Oct-2024.
\n This Feed Add-On will cease to function using a Legacy API key after that date per Keap email.

Rename Feed Add-On to Keap Connect.

Complete transition to private Keap SDK. Obsolete wp_options named INFUSIONSOFT_API_KEY & INFUSIONSOFT_APP_NAME. If no other plugins use the Novak SDK, these entries can be removed.

\n","screenshots":"

$\"Feed$
Feed Add-on Settings
$\"Create/Edit/Duplicate/Delete$
Create/Edit/Duplicate/Delete Feed
$\"Feed$
Feed Name and Action Settings
$\"Upload$
Upload to Contact Filebox Settings
$\"Contact$
Contact Details Settings
$\"API$
API Goal Settings
$\"Combine$
Combine Fields Settings
$\"Feed$
Feed Conditional Logic Settings

"},"short_description":"Sync form submissions between Gravity Forms and Keap","download_link":"https://downloads.wordpress.org/plugin/systasis-gf-infusionsoft-feed.3.0.zip","screenshots":{"1":{"src":"https://ps.w.org/systasis-gf-infusionsoft-feed/assets/screenshot-1.png?rev=2649525","caption":"Feed Add-on Settings"},"2":{"src":"https://ps.w.org/systasis-gf-infusionsoft-feed/assets/screenshot-2.png?rev=2649525","caption":"Create/Edit/Duplicate/Delete Feed"},"3":{"src":"https://ps.w.org/systasis-gf-infusionsoft-feed/assets/screenshot-3.png?rev=2649525","caption":"Feed Name and Action Settings"},"4":{"src":"https://ps.w.org/systasis-gf-infusionsoft-feed/assets/screenshot-4.png?rev=2649525","caption":"Upload to Contact Filebox Settings"},"5":{"src":"https://ps.w.org/systasis-gf-infusionsoft-feed/assets/screenshot-5.jpg?rev=2649525","caption":"Contact Details Settings"},"6":{"src":"https://ps.w.org/systasis-gf-infusionsoft-feed/assets/screenshot-6.jpg?rev=2649525","caption":"API Goal Settings"},"7":{"src":"https://ps.w.org/systasis-gf-infusionsoft-feed/assets/screenshot-7.jpg?rev=2649525","caption":"Combine Fields Settings"},"8":{"src":"https://ps.w.org/systasis-gf-infusionsoft-feed/assets/screenshot-8.jpg?rev=2649525","caption":"Feed Conditional Logic Settings"}},"tags":{"add-on":"add on","crm":"crm","gravity-forms":"gravity forms","keap-infusionsoft":"Keap/Infusionsoft","systasis":"Systasis"},"versions":{"2.5":"https://downloads.wordpress.org/plugin/systasis-gf-infusionsoft-feed.2.5.zip","3.0":"https://downloads.wordpress.org/plugin/systasis-gf-infusionsoft-feed.3.0.zip","trunk":"https://downloads.wordpress.org/plugin/systasis-gf-infusionsoft-feed.zip"},"donate_link":"","icons":{"default":"https://s.w.org/plugins/geopattern-icon/systasis-gf-infusionsoft-feed.svg"}}]

Systasis

Gravity Forms Keap Feed

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