How to add Engagebay Gravity Forms in Wordpress

• To install correctly this engagebay-gravity-forms.zip .
• Fisrt Download the engagebay-gravity-forms.zip to your computer
• Extract/Open engagebay-gravity-forms.zip to Your Computer.
• Then, Find readme.txt file inside engagebay-gravity-forms.zip and Open readme.txt .
• Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
• Then, Follow the Tips Below.

Step-1 : Download " engagebay-gravity-forms.zip " to Your Local Computer.

Step-2 : Then, Login to your " yourdomain.com/wp-admin " Dashboard.

Step-3 : Then, Click on " Plugins " + " Add New " from left Side Menu of Dashboard.

Step-4 : Now, Click on " Upload Plugin " button.

Step-5 : Now, Browse " engagebay-gravity-forms.zip " Downloaded plugin from your computer, Where you downloaded " engagebay-gravity-forms.zip " According to Step – 1 Above then, click on " Install Now "

Step-6 : Now, Click on " Active Plugin "

Step-7 : Then, See left Side Menu. " Engagebay Gravity Forms " folder is added on left Side Menu. Now, Click on " Engagebay Gravity Forms " folder.

Noted that: If you do not see " Engagebay Gravity Forms " folder on left Side Menu then, see at left Side Menu " Settings " or " Tools ".

Step-8 : Now you configure yourself oR Watch video tutorial below about Engagebay Gravity Forms Configurations and Settings or How to work " Engagebay Gravity Forms " in your WordPress site.

After Activated Plugin According to Step-6 then,

1. Go to " Plugins " + " Installed Plugin " from Wordpress Admin Panel Leftside Menu.
2. or Direct go to: https://yourdomain/wp-admin/plugins.php
3. Then, Find " EngageBay for Gravity Forms " Activated Plugin from Plugin List.
4. Then, Click on " Settings " from Plugin that is EngageBay for Gravity Forms
5. Now, Edit/Add/Config the setting and Click on " Save Changes " button,

1) Install the EngageBay Forms plugin

Login to your WordPress admin panel, go to the ‘Plugins’ menu and click on ‘Add New’.

• Search for ‘EngageBay for Gravity forms’ in the WordPress plugin repository and click ‘Install Now’. Activate the plugin after installation. After activation, you will see the ‘EngageBay’ tab on your main menu.

• Download the EngageBay Gravity forms WordPress plugin from our website. Click ‘Upload Plugin’ to upload the plugin zip file and click ‘Install Now’. Activate the plugin after installation. After activation, you will see the ‘EngageBay’ tab on your main menu.

2) Create or set up EngageBay account

Click on the ‘EngageBay’ tab and navigate to ‘Settings’. Create a new EngageBay account if you don’t have one.

3) Connect EngageBay account

Enter the Engagebay Domain, Email and REST API Key (Admin Settings-> API and then copy REST API Key). If you want to enable Web Popups for your site, Check/Uncheck Show Web Popups.

4) Map EngageBay fields with Gravity Form fields

In the Form Settings tab, choose the Gravity Form that you’d like to integrate with EngageBay. Map the Gravity Form fields to the EngageBay fields (email, contacts, company etc). After mapping all the fields, save the details.

5) Tag the forms

Enter the Tag name for the form and if you want multiple tag names, you can enter tag names separated with a comma and then click on Save Mapping.

6) Add forms and test

Go to Pages in the sidebar and edit any one of the pages, select add form (select the form which you have integrated with EngageBay) in the editor and update the page.

• Visit the site with the page edited above, fill the fields, submit the form and check if the Contact is added in the EngageBay along with the Tags.

• Also, when the page is visited, you can see the Web Popups are displayed as per the settings provided.