MWB GF Integration with Engagebay provides smooth integration of Gravity Forms with Engagebay. The admins can send all the data (submissions/entries) over the Engagebay as per the modules available in the Engagebay. Send all your form submissions data over Engagebay as per the form field mappings. It is one of the best plugins for Gravity Forms Engagebay integration.
Here are some remarkable features provided by MWB GF Integration with Engagebay:
- Integrate Gravity Forms with Engagebay
- Associate Form fields with Engagebay modules
- Filter GF submissions as per the feeds
- Get extensive logs
- Delete the plugin’s data upon uninstallation
- Get error email notifications
- Clear logs after N days
- Download the logs
- Engagebay custom values
- Download the .zip file from your WooCommerce account.
- Login to WordPress Dashboard and navigate to Plugins>Add New.
- Upload the zip file of the plugin by clicking the upload plugin button.
- Install the plugin and press Activate button to get started.
4.1.Engagebay Connection Status
Connection status shows if your Engagebay account is connected to the Gravity Forms or not. It also displays the connected Engagebay account owner’s name.
4.2.Synced Gravity Forms
The synced gravity forms represent the total number of Gravity forms with fields linked with forms. By clicking on the View log button you can directly move to the form submission log from this.
In this section, you can select the specific Gravity Form with which you want to sync the data. Simply follow these steps:
- Under the Feed details, click on the Select Gravity Forms drop-down to select the form you require.
- From the Select Engagebay Object dropdown, you can select an object- contacts, companies, deals, tasks to associate with the selected form.
5.3. Add New Fields
You can introduce new fields to the selected Gravity form by using this Add New Field Setting.
The Conditions Filter can be applied on forms to filter out specific form submissions as per your business demands. The form submissions data will be sent over Engagebay only if it meets the applied conditions.
You can apply AND/OR conditions to your forms. If the Gravity Forms submissions don’t meet the required conditions, then no logs will be created for those submissions.
A log entry is automatically updated upon all successful form submissions. You can expand the log entry and view the details of form submissions as well as the response from Engagebay.
To view the details of a log entry, Follow these steps:
- Move to Logs.
- Click on the Expand button to see the log details
- Click on the expanded log’s Engagebay ID to see the data created over Engagebay.
The Request section contains the user’s form submission details and the Response section shows the response from Engagebay.
7.1. Enable Logs
Click on the Enable Logs toggle to automate the creation of logs upon successful Gravity Forms submissions.
If you want to delete all the plugin data from your WordPress database upon plugin uninstallation, enable the Plugin Data toggle.
You will receive an email notification whenever any error occurs in the API interaction during the Gravity Form submissions. To enable this feature, click on the Email Notification toggle.
By default, the error notification will be sent to admin mail. You can enter any other email address to receive notification. You can visit your email inbox to view respective error email notifications.
7.4. Delete Logs After N Days
You can delete the form submission logs after N days. After the set number of days is over, the logs will automatically be deleted in bulk. To set a schedule for the deletion, follow these steps:
- Go to Settings tab > Delete logs after N days.
- Enter the number of days after which you want the logs to delete.
- Click on Save to save your changes.
By default, the logs are set to delete after 7 days. So, you can only enter a number greater than or equal to 7.)
Yes, this plugin permits to filter the GF submissions as per the feeds. You can filter the GF submissions through- All Feeds, Gravity Form, Deal, Task, Company, etc.
If the plugin is connected, then the status will be shown “Connected” on its dashboard.
If you face any difficulties or your account is disconnected, just reconnect it in a few minutes by clicking on the Reauthorize button.
Yes, this plugin provides comprehensive logs with detailed information such as event, timestamp, request, etc.
MWB GF Integration with Engagebay provides the option to clear the logs. Navigate from Logs>Clear Logs to perform it.
Yes, you can download the logs too. Navigate from- Logs> Download and click the download button.
You will get an error email notification for error occurrence. All you need to do is- enable the ‘Email Notification’ from the settings tab.
Yes, you can set the number of days as per your needs after which your logs will be deleted. You can choose a minimum of 7 days for it.