Gravity Forms

Gravity Forms is a popular WordPress plugin that allows you to create advanced forms for your website without writing any code. It features a drag-and-drop interface for building customisable forms such as contact forms, surveys, quizzes, payment forms, and more.

PersonalizeWP Pro integrates seamlessly with Gravity Forms to enhance your website's personalisation capabilities. This integration allows you to capture form data in visitor profiles, create segments based on form submissions, apply lead scoring, and personalise content based on form interactions.

Features

The PersonalizeWP integration with Gravity Forms provides several powerful features to enhance your website's personalisation:

  1. Map Form Fields to Visitor Profiles: Capture form data and associate it with visitor profiles
  2. Submitted Form Conditions: Show or hide content based on whether a visitor has submitted a specific form
  3. Form-Based Segmentation: Create segments based on form submissions
  4. Lead Scoring for Form Submissions: Assign lead scores based on form completions
  5. Display Visitor Data: Use captured form data in your content blocks

Mapping Form Fields to Visitor Profiles

One of the most powerful features of the integration is the ability to map Gravity Forms fields to visitor profile data. When visitors fill out forms on your site, the information they provide (such as name and email) can be captured in their visitor profile, transforming anonymous visitors into known profiles.

How to Map Gravity Forms Fields to Visitor Profiles:

  1. Create or edit your Gravity Form in the Gravity Forms editor
  2. Navigate to the form's settings
  3. Look for the "PersonalizeWP" tab or section in the form settings
  4. For each relevant form field (typically name, email, etc.), specify which visitor profile field it should map to
  5. Save your form settings

When a visitor submits this form, the data they enter will automatically be added to their visitor profile based on your field mapping. This allows you to identify visitors and personalise their experience based on the information they've provided.

Using Submitted Form Conditions

The Submitted Form condition allows you to show or hide content based on whether a visitor has submitted a specific form. This is particularly useful for:

  • Hiding forms that visitors have already completed
  • Showing thank you messages or follow-up content
  • Displaying different CTAs based on form submission status

Creating a Submitted Form Condition:

  1. Go to WP-Admin > PersonalizeWP > Dashboard > Display Conditions
  2. Click "Create Rule"
  3. Enter a name for your rule
  4. Select the category for the rule
  5. Choose "Conditions > User Has Submitted a Form" from the dropdown
  6. Select "Is" as the comparator
  7. Choose "True" if you want to target visitors who have submitted the form, or "False" for those who haven't
  8. Click "Create Rule"

Applying the Condition to Content:

  1. In the Block Editor, select the block you want to personalise
  2. Open the PersonalizeWP sidebar
  3. From the "Rules" dropdown, select your Submitted Form condition
  4. Choose whether to show or hide the block when the condition is met
  5. Save your page

Form-Based Segmentation

With PersonalizeWP Pro, you can create segments of visitors based on form submissions. This allows you to group visitors who have completed specific forms and target them with relevant content.

Creating a Form-Based Segment:

  1. Go to WP-Admin > PersonalizeWP > Dashboard > Segments
  2. Click "Create Segment"
  3. Enter a name for your segment
  4. Select "Type > Submitted Form" from the dropdown
  5. Search for and select the form(s) that will trigger inclusion in this segment
  6. Optionally, use AND/OR operators if using multiple forms
  7. Click "Create Segment"

Visitors will automatically be added to the segment when they submit the specified form(s).

Using Form-Based Segments:

  1. In the Block Editor, select the block you want to personalise
  2. Open the PersonalizeWP sidebar
  3. From the "Segments" dropdown, select your form-based segment
  4. Choose whether to show or hide the block for visitors in this segment
  5. Save your page

Lead Scoring for Form Submissions

PersonalizeWP's lead scoring feature can be used with Gravity Forms to assign point values to visitors based on form submissions. This helps identify high-value prospects based on their engagement with your forms.

Setting Up Lead Scoring for Forms:

  1. Go to WP-Admin > PersonalizeWP > Dashboard > Lead Scoring
  2. Click "Create Score"
  3. Enter a name for your score rule
  4. Select "Type > Submitted Form" from the dropdown
  5. Search for and select the form(s) you want to assign scores to
  6. Assign point values for each form submission
  7. Optionally, use AND/OR operators if using multiple forms
  8. Click "Create Score"

Using Lead Scores in Content Personalisation:

  1. In the Block Editor, select the block you want to personalise
  2. Open the PersonalizeWP sidebar
  3. From the "Lead Scores" dropdown, select your lead score
  4. Set the threshold value and comparison operator
  5. Choose whether to show or hide the block when the score condition is met
  6. Save your page

Displaying Visitor Data from Forms

Once you've mapped Gravity Forms data to visitor profiles, you can display this data within your content to create personalised experiences.

How to Display Visitor Profile Data:

  1. In the Block Editor, create or edit a text block
  2. Select the text you want to replace with visitor data
  3. In the PersonalizeWP dropdown menu, select "Insert Visitor Profile Data"
  4. Choose the profile field containing the data you want to display
  5. Optionally, set a fallback value to display for visitors without that data
  6. Save your page

The selected text will now dynamically display the visitor's profile data when they view the page.

Best Practices

  • Be Selective with Data Collection: Only collect information that adds value to your personalisation strategy
  • Respect Privacy: Clearly inform visitors about how their data will be used and provide options to opt out
  • Test Your Rules: Always test your personalisation rules to ensure they're working as expected
  • Combine with Other Rules: For more targeted personalisation, combine form-based rules with other conditions like location or visitor type
  • Monitor Performance: Regularly review the effectiveness of your personalisation strategy and adjust as needed

Troubleshooting

If you encounter issues with the Gravity Forms integration, check these common solutions:

  • Forms Not Tracked: Ensure that the Gravity Forms plugin is active and up to date
  • Profile Data Not Updating: Verify that field mapping is correctly set up in the integration settings
  • Rules Not Working: Check that the rule is active and correctly configured
  • Segments Not Updating: Ensure that the correct forms are selected in your segment definition

If you continue to experience issues, you may need to check:

  1. That both plugins are updated to the latest version
  2. That Gravity Form's tracking features are enabled if needed
  3. That there are no conflicts with other plugins

Related Resources

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