In order to set up Gravity Form so that it works with Spokal, please follow these steps:
1. Go to the Gravity Forms page and select “edit” under the form which you want set up. If you don’t have a form already set up, select “add new” at the top of the screen.
2. Make sure your form has an Email field. Make sure the Email field is of type Email (you can drag over the Email type field from the right hand side), and not just a regular text field called Email. This is important or Spokal won’t work.
Optionally, from the Advanced Fields section you can also use Name, Phone and Company and Spokal will pick up those fields too, but Email is the only one that is absolutely required.
After you have added these fields, click the blue “Update Form” button on the bottom right hand side of the screen to save the changes that you’ve made to the form.
Any additional fields will also be sent to Spokal, so you’ll have all the data, but only the 4 fields mentioned above will be separated out into their own fields. Try it out and you’ll see what we mean.
3. Next, select the Spokal plugin page from the WordPress navigation bar to the left of the screen.
Click on ‘Plugins‘ tab and then select ‘Gravity Forms‘.
There you will see list of all of your Gravity Forms.
NOTE: This tab will appear only if the Gravity Forms plugin is activated.
4. Check the box for the form that you want to be connected with Spokal.
There is a drop down menu beside each form. It will automatically be set to default, which will send your leads to the default list on Spokal. If you have more than one lead list, please select the appropriate one from the drop down menu.
Once you’ve made the appropriate selections, click the blue “Save changes” button.
Your leads from this form will now be connected with your chosen lead list at Spokal.