Platform.ly Official vs Gravity Forms Keap Feed

The Platform.ly WordPress plugin provides you with a quick and easy way to add your Platformly optin forms and landing pages to your WordPress site or blog, as well as track events and more. The plugin uses the Platformly server located at https://www.platform.ly To use the Platform.ly WordPress plugin, you must install it, activate it and enter an API key, which can be found inside the Platformly members area, in the ‘API Docs & Keys’ section. After creating optin forms or landing pages with our WYSIWYG builders, you can add them to your WordPress site or blog in just a few clicks thanks to our plugin. Once set up, we monitor every action that your visitors take and provide you with a nice time-segmented report inside your Platformly account. The plugin supports both optin forms and landing pages created in Platform.ly, as explained below: Pages Pages are full-width and full-height templates that can be displayed on a particular slug or at a particular event. After you create your page inside Platform.ly, you can go and set it up to show on your site or blog. If you want to modify it later, all you have to do is edit it inside Platform.ly and save your changes. The latest version will automatically show where you embedded it, which means you don’t need to update the code. We offer 3 types of pages: 1. Normal page – Just choose a slug name and we will show this page whenever a user visits that slug. 2. Homepage – If you select this option, it will replace your current homepage with the one of your choice, created in Platformly. 3. 404 page – Whenever a user visits a page that doesn’t exist on your site or blog, this page will be shown. Optins Optins are awesome for building up your email list. We offer 2 types of optins: 1. Normal – With normal optin forms, you can choose a template or start with a blank canvas and create a single-page optin, with some text content and fields to ask for an email address or other contact details. You can map any field you want from Platform.ly. 2. Segmented – With segmented optin forms, you can build a multiple-pages optin. This means you can set up as many screens as you want and lead users through them as they click on different options that you set up on every screen. This is a great way to categorize your leads as they come, by adding certain tags to them, adding them to certain segments and/or using certain custom fields. Inside the plugin, you will be able to choose how you want your optin form to be displayed. You can choose the location on the page (center, top-right, top-left, bottom-right, bottom-left), as well as the animation (pop, slide, fade) and when to show it. For example, you can show it after a certain amount of time (in seconds), after the user has scrolled to a certain percentage of the page or on exit (when the user moves his/her mouse to close the tab). What is even cooler with Platformly optin forms is that you can adjust exactly how you want them to look on both desktop and mobile. You can build a form for desktop, make it automatically adjust for mobile and then modify the mobile version. You can have different fields to show on desktop and mobile, as well as different options. This also applies to pages, if you want to change something, you can do it from your Platformly account and the changes will immediately mirror on the site or blog where you have added the form. Features: Intuitive builders Responsive designs Auto-updates as you modify forms and pages Ever growing library of templates you can choose from Complete report on your forms, pages, leads… Plenty of options available: choose when you want your forms or pages to show… For more information, please visit the Platform.ly blog.

The best Keap feed for Gravity Forms. Integrates Gravity Forms with Keap (formerly Infusionsoft) CRM, allowing form submissions to be automatically sent to your Keap CRM account. Features Easily create contacts under certain conditions For example, Contact creation occurs only when the visitor enters an email address. Affiliate tracking Give your affiliates a link containing their Affiliate code to a Gravity Form. Keap will record the link click. Leadsource assignment Assign leadsources to a Keap contact. Duplicate checking Duplicates will be updated or created. Check on: Company, Name, Email Name, Email Email Upload to Contact Filebox Optionally upload files to a Contact’s filebox using a form upload field. Combine fields Avoid assigning too many Keap custom fields. Combine values from multiple Gravity Form fields into one Keap custom Contact field. Conditional or Unconditional API Goals Trigger an Keap campaign based on submitted form values or on every Gravity Form submission. Feed export and import Gravity Forms’ Form Export/Import service includes Feed definitions. Configuration See Configuration for configuration instructions. Deactivate Use the following process to disable the plugin and clear the custom field cache: Plugins > Systasis GF Infusionsoft Feed > Deactivate Uninstall This process deletes all feeds, clears all caches and deactivates the plugin. Use this process when you suspect the plugin is not operating correctly and you want to delete all feeds. This process deactivates the plugin, it does not delete the plugin from the WordPress environment. Use the following process to delete all feeds and Deactivate the plugin. Plugins > Systasis GF Infusionsoft Feed Settings > Uninstall Add-On Delete You must Deactivate or Uninstall the plugin before performing this process. Use the following process to remove the plugin from the WordPress environment: Plugins > Systasis GF Infusionsoft Feed Delete Additional Info Clear Cache Due to Keap API usage limits, Gravity Forms stores Keap 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. Navigate to Gravity Forms Settings > Systasis Gravity Forms Feed Add-On Click the “Clear Custom Fields Cache” button Affiliate Field Type The Feed Add-On supports affiliate tracking using a custom field type. The purpose of this field is to extract an Affiliate Code or ID from the URL, and send it to Keap via its link tracking service. You will use this field as follows: Add an instance of it to a Gravity Form Configuring 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 The Affiliate Id field is a hidden field on your form Add the field to a form like any other field, usually at the top of the form. Step Two: Configure an Affiliate field The only configuration required for an Affiliate` field is to name the URL query parameter. The presence of this field triggers the Feed Add-On to create a link tracking record for the Affiliate 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 Name the field “affiliate” when the form will be loaded by an Infusionsoft Referral Partner link, found on the Referral Partner Center. The name choice is yours to make when the form will be loaded via links you create in emails or other web pages. Data Type Mapping Describes how Gravity Forms data types map to Keap data types. These are suggested GF types. The GF Single Line Text data type will map to any Keap data type. For example, Keap will not store a Single Line Text with the value “32-Jan-2018” as a Date data type. Keap data types that do not define value choices will reject a bad value when that value is out of range. Keap data types that define value choices will accept any value even when that value is not in the choice list. Keap 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 / 1 Ensure the default value is the empty value; make the first entry an empty value. 2 Map combineable fields using the “Combine Fields” feature and setting the CSS class on the field’s Appearance tab. Use the Keap Text Area datatype to store more than 255 combined characters. 3 For opt-in, consider a Checkbox with a single option value “Yes”