Welcome to the Anthill Guide on how to integrate Gravity Forms with Anthill!
The following document will outline how to:
- Capture data on your website that transfers directly to your Anthill system.
- Align required fields with your customer records.
- Build time saving, insightful forms.
As Gravity Forms is a WordPress plugin, this can only be achieved if your website is hosted on a WordPress domain.
Linking Gravity Forms With Anthill
Access your WordPress domain admin. From here, navigate via the left hand side bar to Plugins > Installed Plugins > Gravity Forms.
If you do not currently have the plugin, you can download it here.
Once you’ve accessed your Gravity Forms plugin, select settings and enter your support license key.
In a new tab, access your Anthill system and navigate to the integrations hub, accessible in the top right hand corner.
Select Gravity Forms, then settings to reveal your User Name and Password. These will be required shortly.
Returning to WordPress, access your Settings > Anthill.
Here you will need to enter your installation URL, API Username and API Key.
The latter two are the information contained within the image above from your Gravity Forms account.
Once entered you will see a confirmation message. Should an error occur, please check the details entered are correct and try again.
Building Your Forms
Now your accounts are connected, you will see all the available Anthill data fields associated with each of your enquiry types e.g. customer, lead, remedial.
An important point to note is that if you add new types in your Anthill system, you must resave the form so as to pull any new fields through.
To create a new Gravity Form, go to Forms > New Forms.
Once your form has been made, you will be able to access ‘form settings’ toward the bottom of the page.
Here you will be able to select which Anthill data you want to populate on your forms.
Another important note; unless you explicitly use ‘Customer Contact types’ in your Anthill system, leave this option as none. If altered, the lack of alignment could lead to a break in the link.
Add in your required Contact Type (Enquiry) and the Enquiry Type in line with your requirements.
When it comes to building the form itself, all Gravity Forms fields are drag and drop.
When adding fields in, ensure that the file type matches to the file type defined in your Anthill data field. For example, if in Anthill the field is a ‘drop down’, your from field must also be a ‘drop down’.
To edit each field, access field settings via the right hand menu.
In the advanced options, you can select which type you want to be populated to ensure alignment with your Anthill system.
If you are capturing Location information on your form, i.e. which store to book an appointment at, it is vital that you provide the Location ID as the value, rather than the description.
The ID’s can be found in WordPress via Settings > Anthill, on the ‘Locations’ tab.
To configure this in Gravity Forms, select field settings and scroll down to ‘Choices’.
Click ‘show values’ and enter the Label (this is what the customer will see) and the corresponding ID as the value (which will be passed from the website to Anthill).
Our integration is also able to copy over any attachments associated with forms e.g. photos. These can be configured during form set up.
Testing & Completion
Once your form is complete, select preview to see an example copy.
For test purposes, you can fill out your form and, upon hitting submit, the associated enquiry type will generate within your Anthill system.
January 9th, 2021-