FormLift for Keap (Legacy) Web Forms vs Gravity PDF

Need help? Watch Our Tutorials What does it do? See The Features List Need more functionality? Check out our extensions! Not technically inclined? Launch Guided Setup Simply put, this is the easiest, fastest, and most user friendly solution to putting Keap (Infusionsoft) Web Forms on your website. FormLift’s 5 minute setup time allows you to install this plugin and run, not walk. It takes 30 seconds to create a new form and place it on your site! The Free version hosted on WordPress allows for amazing functionality that will make any Keap users’ nightmares disappear in seconds… Unlicensed Features Over 45 global styling options Forms auto populate with contact info From emails Form Validation and spam protection Conversion Rate Tracking Personalized Page Short-codes for thank you pages Import form directly via the Keap API, no copy/pasting Customizable Date Picker that actually works Personal Identifiable Information protection to keep your contacts’ data safe. But if you want to unlock the full automation power of FormLift, you can start your 14 day free trial right now to unlock even more tools! Premium Features Auto population link builder Conditional Thank You Page Redirect Creator Tool In form Google reCAPTCHA integration, works better than the native Keap one. Individual Form Styling Conditional Form Display Tool Require login for submit File Uploads from your web form FormLift empowers regular IFS forms by keeping all the native affiliate tracking & contact tracking intact while allowing you to finally have good looking webforms on your website. See how easy it is to get setup today! Want extra functionality? Level up with extensions! Compliance FormLift, like many other form plugins, collects personally identifiable information to improve a user’s experience, provide them with marketing, transactional emails, and so on and so forth. With the MANY compliance initiatives out there such as GDPR, it is important to understand the following BEFORE using formlift for your business. FormLift is used expressly for Keap, an SMB marketing CRM based in Pheonix Arizona. Keap maintains the compliance of your business with regards to Personally identifiable information in MOST cases, but not all. FormLift has several functions you will either want to disable, or enable depending on your industry or region of the world. Data Collection When a user submits a form, that data is sent to YOUR server for validation and is not necessarily stored. MOST data collected with FormLift after a submission is sent to Keap where it is stored and is then forgotten by your website EXCEPT in the following cases. Session Tracking This feature comes with FormLift and is enable automatically, it allows the persistence of user data from page to page without having to pass UTM variables, almost as if the user is logged in. These sessions are used on secure connections only (SSL) hence if you do not have an SSL certificate this feature will be disabled. This session is stored in your database following the last interaction with the user for 30 days until it expires and is removed automatically. Depending on your level of compliance, you may wish to disable this feature which you can do in the settings, OR you may specify the number of days the user’s information is stored to a smaller number, like 1 day which would be enough for most browsing sessions. Cookies FormLift uses cookies to track user interactions, such as the above session tracking, form submissions, or other form interactions. Saved Submissions This is a premium module, but if you have it enabled there can be serious compliance issues if you are medical practitioner in Canada and in the United States in some cases. File Uploads This premium feature may store files on your server indefinitely. You may turn off this feature in the settings if you have this module installed. GDPR There is a special field you can add to your forms called GDPR which will automatically make your forms GDPR compliant. HIPAA FormLift is NOT HIPAA compliant by default. You can make FormLift HIPAA compliant by installing an SSL certificate and disabling “Session Tracking” and “Saved Submissions”. API Connection OAuth : If you are connected to Keap via the Oauth method, your authentication Tokens are passed through an intermediary server “webhook.site” No personal information is ever passed through this medium however. Hence all API calls made with FormLift are communicated to Keap Directly with the exception of refreshing tokens and the initial authentication request. API Usage: Anonymous API usage statistics are collected if you use the OAuth Method. Legacy: If you are connected to Keap via the Legacy Method, all API calls are made to Keap directly and “webhook.site” is not involved. No usage statistics are collected. Methods: The only API methods FormLift uses are for the uploading of Files to a contact’s FileBox and the retrieval of WebForms. FormLift will never “retrieve” information from Keap. Keap or other CRMs Keap or whichever CRM you use with FormLift is the primary holder of Information collected with FormLift. To ensure you are compliant in regard to the storage of information, please consult them if it’s beyond the scope of the above.

Gravity PDF is the ultimate third-party PDF automation tool for generating digital PDFs using the popular form-builder plugin Gravity Forms. Highly Customizable PDFs Out of the box you get four highly-customizable PDF designs. Within minutes, you can personalize the look and feel by adding your company logo, header, footer, paper size / orientation, font, color and size. If the free designs don’t suit, select from our range of templates in the Template Shop, go bespoke and have a template build by our team, or build your own using HTML/CSS/PHP. Send as Email Attachment Gravity PDF can automatically email the PDF to both the admin and the user as soon as the form is completed. You can combine this feature with a Gravity Forms payment add-on to sell personalized reports, gift certificates, or generate PDF invoices. Privacy, Security, and GDPR Gravity PDF generates PDFs on your web server, and no third-party service receives your sensitive Gravity Forms entry data. Robust security protects your documents, and the plugin is GDPR-compliant for our European friends. Digital document management with WordPress and Gravity Forms just became simple with Gravity PDF! Free Feature Unlimited Use, No Restrictions – There are zero hard limits to the number of PDFs you can configure across all your forms or generate on your entries. Gravity PDF does NOT stamp documents with our logo, limit the number of PDFs you can create per month, or purposefully restrict essential functionality to force you to upgrade to a paid plan. Privacy and Security – your form data is never sent to a third party to generate the PDFs and the documents are generated directly on your web server. Strong access control policies are put in place to prevent unauthenticated access to your PDFs. Multilingual – a multitude of languages from across the globe can be displayed in PDFs, include complex scripts like Hebrew, Arabic, Thai, Japanese, Chinese, and Korean. Additional Fonts – match your branding and enhance the overall look and feel of PDFs by install your own fonts. Columns – use Drag and Drop columns in Gravity Forms and PDFs will automatically mimic that layout. Shortcode and Merge Tags – You can generate a link or URL to PDFs using both shortcodes and merge tags so your users can download the PDF right after form submission. Export Entries – include the direct link to any PDF(s) when exporting your form entries Webhooks Add-on – send the direct PDF link with Webhook requests when using Gravity Forms Webhooks add-on. Gravity Flow – create complex workflows using Gravity Flow and automatically email Gravity PDF-generated documents at any step in the workflow. GravityView – add links to PDFs when building a members area using GravityView + Advanced Filtering add-on. Background Processing – generating PDFs on form submission can be time consuming. Offload it to a background process will ensure form submissions are processed faster. Design PDFs – developers can build their own PDF templates using HTML, CSS, and PHP with the help of our developer documentation. Documentation and Support – there is extensive documentation covering every feature of Gravity PDF that you can comb through, plus we provide free general support to all users. Unlock More Functionality Pay for additional PDF designs and functionality from our online store. New Designs – get access to 9 additional universal designs, 6 certificates, 6 invoices, and 3 letter styles Additional customizations – watermark PDFs with your own logo or text, control fields that should be displayed per PDF, add field descriptions, display all checkbox or radio field options, add notes, show field values instead of labels, and hide the product table On-screen Preview – allow users to preview the PDF before form submission (and optionally payment) so they can see what the end result will be. This is a great feature for capturing e-signatures, selling PDF reports / certificates / gift cards, or providing an on-screen proof before the PDF is sent to the printers (perfect for business cards). Bulk Download – search, filter, and select entries and then zip up all your PDFs and download all together in a convenient zip file Smart Loading Indicator – improve the UX for your users when generating complex PDFs that take time to create. GravityView – turn GravityView into a drag-and-drop PDF builder for your Single Entry View Layouts. GFChart – create PDF reports that display pie, bar, or column charts with aggregate Gravity Forms data using GFChart. 30-Day Refund Guarantee – Purchase with confidence knowing when you buy a product from our store that you can get a refund within 30 days, for any reason. Hire the Experts Need a tailor-made solution for Gravity PDF that solves complex business problems? Our team of experienced developers have helped thousands of businesses like yours to accomplish these goals. We can even fill existing PDFs like government forms, without sending your sensitive entry data to a third-party server! Find out more. Documentation & Support We have extensive documentation on using Gravity PDF, and our friendly support team provides FREE basic support via GravityPDF.com. Contribute All development for Gravity PDF is handled via GitHub. Opening new issues or submitting a pull request is welcome. Keep up to date with Gravity PDF by subscribing to the newsletter, following us on Twitter/X, subscribing to our YouTube channel, and liking us on Facebook. If you enjoy using the software we’d love it if you could give us a review!