Configuration

Contact Details

Use this section to describe what actions the Feed Add-On will take when processing a form post that can create a new Infusionsoft Contact.

Map Fields
Use this section to select which Infusionsoft CRM fields pair with their respective Gravity Form fields. Fields are organized in two groups: Standard and Dynamic.
- Standard Fields
  There four Standard Form fields: Company, Email, First Name, Last Name. Change the Select a Field value when you want to store a Standard field.
- Dynamic Fields
  Fields in this list are any form fields whose name does not match a Standard form field. For example, Account Balance is a dynamic field because it is not a Standard form field.
  
  Important
  
  Do not create an Infusionsoft Custom Contact field with a name that matches a Standard field. You will not be able to access one of the fields.
  
  Click the + button to add a dynamic field.
  
  Click the - button to remove a dynamic field.
Lead Source
Use this setting to assign a lead source to the Contact.
Employ one of the following:
- Select a value from current lead sources
- Select Add Custom Lead Source and enter the appropriate value
Attachments
Use this setting to allow file uploads to the Contact's file box. Attachments are limited in size to 10Mb
Unconditional API Goal
Use this optional setting to start the Contact in an Infusionsoft campaign.

All contacts will enter this campaign. Use campaign sequences to apply tags, create opportunities, assign ownership, send emails. Connect the API Goal to one or more sequences to create a decision diamond and conditionally start a sequence.
1. Create an Infusionsoft campaign in which the API Goal is the left-most goal.
2. Copy the Goal Name to this setting from Infusionsoft. The Goal Name is case-sensitive.
Email Opt In
Systasis strongly recommends you enable this setting.

Use this setting to mark the contact "Marketable".

A contact will not receive a confirmation email when this setting is YES.

Consider employing an email confirmation sequence to send such an email.
Avoid Duplicate Contacts
Systasis strongly recommends you enable this setting.

When YES, the addon will attempt to update an existing contact after searching for that contact. If not found, the contact will be added to Infusionsoft.

You can search for a contact using one of the following lists. Remember to map any Standard Fields you select.
- Email
- Email, Name
- Email, Name, Company

Affiliate Link Click Tracking

The Infusionsoft Feed Add-On supports affiliate link click tracking using a custom field type.

The purpose of this field is to extract an Affiliate ID from the URL, and send it to Infusionsoft via its affiliate link click tracking service.

You will use this field as follows:

Add an Affiliate Id field to a Gravity Form.
This field type is specific to the Gravity Forms Infusionsoft feed add-on.

Important

Add only one Affiliate Id field to a form.
Configure 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
Add the field to a form like any other field, usually at the top of the form.

The Affiliate Id field will be a hidden field on your form.

Step Two: Configure an Affiliate field

The only configuration required for an Affiliate Id field is to name the URL query parameter. The presence of this field triggers the Infusionsoft Add-On to create a link tracking record for the Affiliate ID 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.

Combine Fields

This is an optional step.

The purpose of this feature is to help you avoid assigning too many Infusionsoft custom fields when saving form entries from a form that has many recordable fields.

You configure the Feed Add-On to set a selected Infusionsoft Contact value to a comma-separated list. The list values are obtained from Gravity Form's multivalued field types such as checkbox, radio.

Use the list values as input to various Infusionsoft decision diamond rules based on the "contains value" rule.

The decision diamond rule will search the Contact field for a match to the appropriate checkbox value and branch to the assigned sequence when found.

Step One: Define the Gravity Form Fields

Use the same class name for each multivalued field that should be combined into one Infusionsoft field.

You don't need to define the class. Use a space to separate CSS Class names.

The class name is a signal to the plugin that this field will participate in sending combined values to Infusionsoft.

Create a Gravity Form that contains at least one multivalued field type.
Select the field's Appearance tab and enter a CSS class name.

Step Two: Define the Feed Setting

Enable combine fields feature.
Enter the CSS Class name that you used on the form.
Choose an Infusionsoft field to receive the combined value.

Example

Consider three radio button groups.

Each of the radio button groups has the CSS class lifestyle.

When assigning each value consider using a prefix; which will be used to identify identical values when those values are used in multiple lists. Avoid spaces in the prefix. In this example the prefix will be the group name abbreviation.

The labels do not need the group prefix, so they will not match the values.

The first radio button group has the title How often do you exercise? with the following values: EX-Frequently, EX-Once, EX-Never.
The second radio button group has the title Is obesity a problem where you live? with the following values: OB-Yes, OB-No.
The third radio button group has the title How often do you drink alcohol? with the following values: AL-Frequently, AL-Once, AL-Never.

A sample Contact entry for three radio buttons might be: EX-Frequently, OB-No, AL-Frequently; which value would be found in the assigned Contact field.

To apply a tag related to Frequent Exercise, use a decision diamond that branches based on a contains test for the string EX-Frequently.

Clear Field Cache

Due to Infusionsoft API usage limits, Gravity Forms stores Infusionsoft custom fields data for twelve hours. If you make a change to your custom fields, you might not see it reflected immediately due to this data caching.

Employ the following procedure to clear this cache. Infusionsoft custom fields will be available when you edit a feed.

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

Gravity Forms => Infusionsoft data type map

These are suggested GF types.

The GF Single Line Text data type will map to any Infusionsoft data type.

Infusionsoft data types that **do not** define value choices will reject a bad value when that value is out of range. For example, Infusionsoft will not store a Single Line Text with the value "32-Jan-2018" as a Date data type.

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

Infusionsoft            Gravity Forms      Comment
-------------           ------------       -------
Contact File Box        File Upload

Currency                Number             2 decimal places

Date                    Date

Date/Time               N/A

Day of Week             Drop Down          Use numbers 1 - 7 as values
                                           See Note 1
                        Number             Use GF min/max

Decimal Number          Number

Drilldown               N/A

Dropdown                Drop Down

Email                   Email

Month                   Drop Down          Use numbers 1 - 12 as values 
                                           See Note 1
                        Number             Use GF min/max

List Box                Multi Select

Name                    Name (Full)

Percent                 Number

Phone Number            Phone

Radio                   Radio Buttons

Social Security Number  N/A

State                   Drop Down          Use two-letter state abbreviation as values
                                           See Note 1

Text                    Single Line Text   255 characters

Text Area               Checkboxes        \
                        Drop Down          \
                        Multi Select        > 64,000 characters, csv list of selected options
                        Radio Buttons      / See Note 1
                                          / See Note 2

Text Area               Paragraph Text     64,000 characters

User                    N/A

User List Box           N/A

Website                 Website

Whole Number            Number             Round half away from zero

Year                    Drop Down          See Note 1
                        Number             Use GF min/max

Yes/No                  Checkboxes        \ See Note 3
                        Drop Down          \ See Note 1
                                            > Yes = 1, No = 0
                        Radio Buttons      /

Ensure the default value is the empty value; make the first entry an empty value.
Map combineable fields using the "Combine Fields" feature and setting the CSS class on the field's Appearance tab.

Use the Infusionsoft Text Area datatype to store more than 255 combined characters.
For opt-in, consider a Checkbox with a single option value "Yes".

Configuration

First Step: Feed Name & Action