Gravity Forms Tips and Tricks

Gravity Forms Tips and Tricks - Words in a Net

In Part One of our Gravity Forms series, you learned how to install Gravity Forms and activate the license.

In Part Two you learned how to use the shortcode to add a form to your WordPress post or page. You also learned how to style Gravity Forms.

In the final installment of our Gravity Forms series, you’ll learn Gravity Forms Tips and Tricks including:

Tip 1: How to Troubleshoot Email Notifications

Tip 2: How to Prevent Spam

Tip 3: How to Redirect to PayPal upon Form Submission

So let’s get started!

Gravity Forms Tips and Tricks

Tip #1: How to Troubleshoot Email Notifications

A great feature of Gravity Forms is that it retains a copy of each form submission. So every time a user completes the form and clicks the submit button, a notification is sent to the WordPress administrator and a copy of the entry is kept in the WordPress dashboard.

These notifications are important because they will alert you to the fact that someone has tried to contact you via a form on your website.

To set up the Gravity Forms notification, simply log into the dashboard, click on forms, select the form, and then click Notifications:

Screenshot of Gravity Forms Notification Settings

 

In the above screen shot, the “Send to Email” field defaults to {admin_email}, which is the email you have provided in the WordPress dashboard general settings.

You have the option to change that to another email. However, be forewarned that you may experience email delivery issues if that email address is on a domain other than your website.

For example, one of our clients wanted form notifications sent to their Gmail account. However, we soon realized that some of the notifications were not being forwarded especially if the sender had an AOL or Yahoo email account.

This is because last year AOL and Yahoo implemented some anti-spoofing tactics that actually broke email lists. So we did a little research to try and understand how to solve the issue. We finally found this super helpful post that pointed us in the right direction.

What we had to do is create an email account on the client’s website domain and then set up an email forwarder which routed the notifications to Gmail. To date, that seems to have solved the problem.

It’s important to periodically check on those form entries in the dashboard. If you realize you haven’t received notifications on some of them, make sure that you’ve responded to any inquiries that may still be pending. Then get to work and try to troubleshoot the delivery issues using some of the tips we’ve given you.

Tip #2: How to Prevent Spam

It’s really important to add measures to prevent spam from getting through your form submissions. Gravity Forms gives you two options.

The first option is to add a CAPTCHA to your form, but many times this is difficult for visitors to use. And a bit difficult to set up, too.

Instead, why not consider the second option of enabling anti-spam honeypot?

This option adds an invisible field to your form. Bots get tricked into filling in the hidden field, which alerts the form processor that it’s spam. It’s simple and doesn’t require your users to do anything more than fill out the required information on your form.

Since the anti-spam honeypot is not enabled by default, you’ll need to go into the Form Options on the Form Settings page. Simply click the check box for “Enable anti-spam honeypot.”

Gravity Forms Enable Anti-Spam Honeypot Setting

Tip 3: How to Redirect to PayPal upon Form Submission

When a form is submitted, you have three confirmation options. The default confirmation displays a text message that says “Thanks for contacting us! We will get in touch with you shortly.”

However, Gravity Forms also gives you the option to redirect to a page on the website or another URL.

This is perfect if you want to route your visitor to PayPal to complete payment for a purchase on your website.

Simply go into Form Confirmations, click Redirect and enter the Redirect URL:

Gravity Forms Redirect Option

In Summary

In this final installment of our series, you learned how to troubleshoot email notifications, how to enable the anti-spam honeypot, and how to redirect to another website, such as PayPal.

I hope that you’ve found these Gravity Forms tips and tricks helpful, and that they have saved you time. I will update this series as I discover other interesting tips to share with you.

Please do let me know if you have any questions in the comments below. Feel free to share any tips or tricks you’ve learned along the way, too!

Image Credit: Fotolia

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Michelle PhillipsNancy Babcock Recent comment authors
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Nancy Babcock
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Terrific tips for how to use these gravity forms, Michelle.Tip #3, redirect to PayPal, very helpful. This entire series has been educational and informative–nice job!

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