This article shows you how to access your form-specific settings.

From the Form List Screen

1. Hover over the form title you wish to change in the list.
2. When the menu appears below the form title, click or hove over settings to expose a drop down showing Form Settings.
3. Now you can edit the settings you need.
4. Once you are done, don’t forget to scroll to the bottom and click Save Settings.

From the Form Editor Screen

1. Hover over or click Settings in the top bar.
2. In the drop down menu that appears, click form Settings. 

What Is A Notification?

When a user submits a form, it can be quite helpful for the site administrator to receive an email notification that a form has been successfully submitted. This ensures that you do not have to constantly check your Entries table to see if anything has been submitted. In this article, we will show you how to configure a basic email notification for one of your forms.

Note that as your needs evolve, you can have multiple notifications for a single form, and even for a single submission. Additionally, you can determine which is activated on submission using complex conditional logic conditions. But for now, let’s just create a simple notification.

Create a New Notification

You will need to already have a form created. 

1. First, access the form that you want to create a notification for. This is done by clicking on Forms on the left side navigation menu, then clicking on your desired form.
   
2. At the top menu, hover over Form Settings and click on Notifications.
   
3. You should now see a list of all notifications that exist for that form. By default, there should already be a single notification that sends the submissions to the admin email address within your WordPress installation. The list may be sorted alphabetically by clicking on the “Name” header. To add a new notification, click the Add New button.
   
4. First, pick a name for your notification. This is simply something to easily identify the notification. Any unique name will be fine.
   

Enter the Email Settings

1. You will see a setting labeled Send To. This allows you to determine how the message is sent. The options available are the following:
   
   • Enter Email: This can be a merge tag for a field in your form like {Email:2}, a single email address, or multiple email addresses separated by a comma that all notifications for this form will be sent to, eg: support@example.com or support@example.com,sales@example.com,ceo@example.com
   • Select a Field: This option will allow you to send the notifications based on the contents of an email address field in the form.
   • Configure Routing: This option will allow you to change the Send To email address used for the notification based on the options that the user selects in the form.
     For the purpose of this article, we are just going to take a look at the Enter Email option.
     When you have the Enter Email option selected, the Send to Email field will be available. Within this field, enter the email address that you want your form notifications to be sent to.
2. You will need to configure a few different fields related to the email being sent. The first of these is the From Name field. When a notification email is sent, this is the name that will be displayed as the sender. Here, you can set this to something static, or dynamically generate that data. In this example, we want the name field from the form to be used as the From Name in the notification, click on the merge tag icon to the right of the field, and click on the field that you are using for the name.
   

   The number in the merge tag is the value of the field_id. Example: {text:4} will select field ID 4. {name:5.3} will target the 3rd subfield of the field ID 5. 
   

3. Next up is the From Email field. This is the email address that is displayed as the sender when receiving the notification. You may set this to {admin_email} or use a static email address, but always use a valid from email to prevent sending and deliverability issues.
   
4. There is also the Reply To field in which the reply address may be set. This can take a static email address, or use merge tags by clicking on the icon to the right of the field.
   
5. The BCC field will allow you to set an email address in which the notification email will be copied to. This is useful if you have an individual that wants to receive all notification emails when sending to multiple people.
   

Message and Subject

The Subject and Message fields are the most important part of the notification. This is the content that lets you know the content of the form that was filled out. These default to a subject stating the form that was filled out, as well as the message containing the form content. Just like many of the previous fields, these also support merge tags to dynamically generate content. For most people, the default content is fine, but you may change this to anything you wish. Using the drop down icon next to the input boxes, you can select your form fields merge tags and also additional merge tags.

Disable Auto-Formatting

WordPress runs a function to help add paragraph spacing to your email text in order to help readability. If you’ve carefully crafted your notification layout (e.g. using HTML) and do not want any meddling from the system, select the Disable Auto Formatting checkbox below the message field.

Adding An Attachment

As of Gravity Forms 2.4, if there are File Upload fields on the form, the Attachments option displays. By selecting this option, the files that are uploaded on the form are included when the Notification is sent.4

Using Conditional Logic With The Notification

Notifications support conditional logic, allowing you to define specific conditions that determine whether or not this notification gets sent. Select the option to enable conditional logic here, you can then configure your conditions. 

Adding a form to your site

Adding a form using the Embed Form flyout

The Embed Form flyout, released with Gravity Forms 2.6, provides a simple way to add your form to a page or post from directly within the Form Editor. It utilises the WordPress Block Editor to allow you to include it in an existing or new post or page. You can also use this new interface to copy the form shortcode and then insert your form using existing shortcode methods.

Accessing the Embed Form flyout

The top bar of the Form Editor has a new button “Embed” which loads the Embed Form flyout

Clicking the Embed button will load the new Embed Form flyout

Embed Form Settings

Setting	Description
Form ID	Current Form ID
Add to Existing Content	Select Page or Post to load the list of Posts or Pages on your website for selection.
Select a Page Drop Down	Select from a list of pages or posts on your website.
Insert Form Button	Click the button to Insert the current form into the Page or Post selected and load that page in the block editor.
Create New	Select Page or Post to create a new page or post for your form.
Enter a Page Name	Enter the name of the page or post to be created.
Create Button	Click the button to Create the new page or post and load the new page in the block editor.
Copy Shortcode Button	Clicking this button will copy the shortcode for the current form into your clipboard for pasting into your Page Builder.

How to embed a Form in a New page or post

1. Select Embed from the top bar. The Embed Form flyout will load.
2. Select Page (or Post) under Create New.
3. Enter the Page Name (or Post Name) in the input field.
4. Click the Create button.
5. New page will be created and your form will be embedded.
6. From here you can modify Block settings for the form and publish the page.
   

How to Embed a form in an Existing page or post

1. Select Embed from the top bar of the Form editor. The Embed Form flyout will load.
2. Select Page (or Post) under Add to Existing Content
3. Select a Page from the list of pages on your website.
4. Click the Insert Form button.
5. Your page will be loaded and the Gravity Forms block will be highlighted under Embeds.
6. Click the Gravity Form Block to embed your Form into the existing page or drag and drop the block into your existing content.
7. From here you can modify Block settings for the form and Update the page to publish your form.
   

How to Copy a Shortcode with the Embed Form flyout

1. Select Embed from the top bar of the form editor. The Embed Form flyout will load.
2. Under “Not Using the Block Editor”, click the Copy Shortcode button.
3. The shortcode for your form will copied to the clipboard so you can paste it into your page builder.

Notes

• You can also use the Embed Form flyout to create new custom post types or insert into existing custom post types. These can be activated using a filter (yet to be published).

Entries

Reviewing Entries (Form Submissions)

When a form is submitted, typically you will be notified via the notification system. If you need to review submissions outside of email, Gravity Forms collects all submissions within your WordPress admin dashboard.

In this article, we will show you how to review the submissions that arrive from your forms, referred to as “Entries”.

Accessing Entries

1. Within your WordPress admin dashboard, click on Forms in the left side navigation menu.
2. You should now see a list of all forms. To access the submissions for a form, hover over the form you want to access, and click on Entries.
3. You should now see a list of all form submissions listed on the Entry list page.
4. To view the details of a form submission, click on the specific entry.

Filtering Entries

When reviewing form submissions, it is also possible to filter them to get the exact data you’re looking for. This is especially helpful if you have a large number of submissions over time.

To filter, use the drop downs and text field at the top right.

Getting Started with Integrating your Form

To start integrating Gravity Forms, go to the AFI Menu > Add New .

Title: A default title will be auto added but you can rename it to a meaningful one. That can help you to quickly recognize the correct one when you have several integrations.

Form Provider: Select Gravity from dropdown. Please remember that Gravity Forms plugin must be installed and activated otherwise you won’t find it in dropdown.

Form Name: A list of all forms created in Gravity Forms will be populated here. Select the one that you want to connect.

Supported Form Fields

Field	Supported	Output
Single Line Text	Yes	Same as input
Paragraph Text	Yes	Same as input
Dropdown	Yes	By default selected label otherwise value (if set)
Multi Select	Yes	By default comma-separated selected labels otherwise values (if set)
Number	Yes	Same as input
Checkboxes	Yes	By default comma-separated selected labels otherwise values (if set)
Yes	Yes	By default selected label otherwise value (if set)
Hidden	Yes	Value
Name	Yes	Prefix, first name, middle name, last name, suffix separately
Date	Yes	YYYY-MM-DD format
Time	Yes	As selected format
Phone	Yes	Same as input
Address	Yes	Address line 1, address line 2, city, state, zip, country separately
Website	Yes	Same as input
Email	Yes	Same as input
File Upload	Yes	Uploaded file link. Comma-separated if multiple
List	Yes	JSON object array with key-value pair
Consent	Yes	1 (if marked)
Post Fields	Yes	Value

Gravity Forms – supported fields

Platform: Now select the platform you want to connect to and finish the setup.