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There are two sections: 1) Required; 2) Optional

Always remember to click Update Settings to save your work.

There are only two steps:

  1. Start by giving the feed a name.
  2. Then map your Gravity Form fields to Infusionsoft fields.

HOWEVER – you should also “opt-in” two important Infusionsoft services: email confirmation and duplicate contact checking. They’re both optional, their default setting is “opt-out”; which means they’re both disabled. Email confirmation is a pretty low bar for customer engagement. Systasis strongly recommends you implement an email confirmation step if your form collects opt-in emails. Duplicate checking is not a substitute for proper list maintenance, and it’s also a low bar to maintaining a clean list. Systasis strongly recommends you implement dup checking if your form creates Infusionsoft contacts.

Optional steps implement features that are nice to have
    1. Affiliate link
      click tracking
    2. API goal conditional
    3. Combine fields
    4. Feed conditional logic