Gravity Forms Addon

Overview

The GravityForms Addon allows your website forms to automatically send contact information directly into LaunchSMS. This streamlines your workflow by eliminating manual data entry and ensuring all lead information is immediately available in your LaunchSMS account for immediate followup

Prerequisites

Before setting up the GravityForms addon, ensure you have:

1. Active GravityForms Plugin with License key: A valid GravityForms subscription with API access
2. Admin access to LaunchSMS: Access to the Integrations Settings page in LaunchSMS.*
3. Downloaded the LaunchSMS GravityForms Addon

*Available on Pro & Enterprise tiers only

Setup Instructions

1. Upload GravityForms Addon Plugin

1. Log into your WordPress website as an administrator
2. Navigate to Plugins → Add Plugin
3. Click Upload Plugin
4. Click Choose File
5. Navigate to where you downloaded the LaunchSMS GravityForms Addon Plugin
6. Click Install Now
7. Then Activate it

2. Configure the addon settings

Navigate to Forms → Settings

Then click on the LaunchSMS Tab

Enter your LaunchSMS API Key

You can then choose to have the GravityForm submissions deleted after the contact data is sent to LaunchSMS.

Now, click Save Settings

3. Setup the GravityForms to LaunchSMS data feed

Navigate to Forms → Forms

Now select the form you want to setup the data feed for.

Then go to Settings → LaunchSMS

Now click Add New

In the LaunchSMS Feed Settings you will need to do the following. You will need to give your feed a name. Then fill choose the remaining Field Mappings.

Field	Form Field	Description
Email	email	A field collecting the Customer’s email address
Full Name*	Name (Full Name)	A field collecting the Customer’s full name
Phone Number*	Phone Number	A field collecting the Customer’s phone number
Summary*	Job Summary	A summary of the work being requested
Lead Type	Lead Type Field	A field showing where the lead came from. This is typically a hidden field
Marketing Messages Opt-in	job_description	A field collecting whether or the customer is opting in to receive messages
	job_description	Detailed description of work needed
Date	scheduled_date	Preferred service date
Select	job_type	Type of service requested

* Denotes the field is required

Then choose your Default Lead Status. Hint: You can select New Lead to start

Once completed click Save Settings. 

Congratulations you are now able to send your GravityForms website data directly to LaunchSMS