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Custom Questions in Gravity Forms?

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  • Custom Questions in Gravity Forms?

    I'm migrating some of our payment and donation pages from FaaS to Gravity Forms using the integration plugin, and have some questions about getting some form submission info directly into our Salesforce instance.

    It seems you can assign SKUs using hidden fields, but is there a way to integrate the C&P Custom Questions feature into Gravity Forms (equivalent to the FaaS options for FieldName and FieldValue)?

    Obviously, we could just rely on Gravity Forms to collect this information, but I'd really like for it to automatically pipe into Salesforce and our receipts.

  • #2
    Blank page on form submission when C&P processing is enabled.

    ...and now that I've actually tried using the plugin, it's not working for me. I set up some test forms with a product, quantity, hidden SKU, and credit card payment. They seem to work in test mode if Click & Pledge processing isn't enabled for those forms (although no test mode receipts are generated, obviously; Gravity Forms submission works, and Gravity Forms notifications include the last 4 digits of the submitted test card.). However, turning on Click & Pledge processing for these forms results in a blank page when the form is submitted, regardless of confirmation behavior; no transactions are posted to Click & Pledge and no submissions are recorded in Gravity Forms.

    In an effort to troubleshoot, I updated to Gravity Forms 1.8.22, and this caused the broken dashboard issue noted by user wiredimpact below. I assume this was caused by the return to the stock version of Gravity Form's js.php, but I've disabled everything and am going back to using FaaS for now.

    Can you confirm that the integration plugin should work with the current version of Gravity Forms? And is there a plan to resolve the issue where users are unable to update Gravity Forms without breaking the Wordpress dashboard?

    Comment


    • #3
      Good Day @Ned,

      Our developers needs to review your account to know what's going on with your instance. Would please create a support ticket with the following information:

      Admin Details:
      Site URL:
      User Name:
      Password:

      FTP Details:
      Host:
      User Name:
      Password:

      Support Email is: [email protected]

      Looking forward to hearing back from you.

      Thanks,
      Support Team.
      Thanks,
      Support Team | Click & Pledge


      FREE and PREMIER SUPPORT: Learn More at http://www.clickandpledge.com/support/
      OFFICE HOURS: Want your questions answered in a live webinar session? Join us any weekday from 3:30-4:30 EDT. https://www3.gotomeeting.com/register/551105206

      Comment


      • #4
        Good Day @Ned,

        Yes, you can use 'Standard Fields' for Custom Questions. Please refer below example:

        http://ec2-54-191-131-89.us-west-2.c...19/?page_id=12

        Please let us know if we can be of any further assistance.

        Thanks,
        Support Team.
        Thanks,
        Support Team | Click & Pledge


        FREE and PREMIER SUPPORT: Learn More at http://www.clickandpledge.com/support/
        OFFICE HOURS: Want your questions answered in a live webinar session? Join us any weekday from 3:30-4:30 EDT. https://www3.gotomeeting.com/register/551105206

        Comment


        • #5
          Originally posted by VRavindra View Post
          Yes, you can use 'Standard Fields' for Custom Questions. Please refer below example:

          http://ec2-54-191-131-89.us-west-2.c...19/?page_id=12

          This link isn't working for me. For my client, I would like to pass a value into a field on the opportunity. Is there a way to do this, with custom questions or otherwise?

          Thanks,
          Kristin

          Comment


          • #6
            Good day!

            The example has been removed.

            I will request the example to be placed back or sent to you directly. These examples are typically set up for a short duration.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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