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A Gravity Forms Add-On to feed submission data into the Salsa "Classic" CRM/fundraising/advocacy platform. Wordpress Tutorial

Noted That:

  • To install correctly this integration-for-salsa-and-gravity-forms.zip .
  • Fisrt Download the integration-for-salsa-and-gravity-forms.zip to your computer
  • Extract/Open integration-for-salsa-and-gravity-forms.zip to Your Computer.
  • Then, Find readme.txt file inside integration-for-salsa-and-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.

Start the Tips:

1. First Download " integration-for-salsa-and-gravity-forms.zip " Plugin to your Local Computer. (Click Download)

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

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3. Then, Click on " Plugins " + " Add New " from left sidemenu of Dashboard.

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4. Now, Click on "Upload Plugin" button.

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

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6. Now, Click on " Active Plugin"

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7. Then, See left sidemenu. " Integration for Salsa and Gravity Forms " folder is added on left sidemenu. Now, Click on " Integration for Salsa and Gravity Forms " folder.

   Noted that: If you do not see " Integration for Salsa and Gravity Forms " folder on left sidemenu then, see at left sidemenu " Settings " or " Tools ".

8. Now you configure yourself oR Watch video tutorial below about  Integration for Salsa and Gravity Forms Configurtions and Settings or How to work " Integration for Salsa and Gravity Forms " in your WordPress site.

 

oR

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 " Integration for Salsa and Gravity Forms " Activated Plugin from Plugin List.
  4. Then, Click on " Settings " from Plugin that is Integration for Salsa and Gravity Forms
  5. Now, Edit/Add/Config the setting and Click on " Save Changes " button,
WP Plugin Setting



Guide
  1. Log into your WordPress account and go to Plugins > Add New. Search for “Gravity Forms Salsa” in the “Add plugins” section, then click “Install Now”. Once it installs, it will say “Activate”. Click that and it should say “Active”. Alternatively, you can upload the gravityforms-salsa directory directly to your plugins directory (typically /wp-content/plugins/)
  2. Navigate to Forms > Settings in the WordPress admin
  3. Click on “Salsa API” in the lefthand column of that page
  4. Enter your organization’s Salsa domain (aka “node”) as well as a valid username/password combination for a Salsa administrator account. Your domain is typically something like salsa3.salsalabs.com or salsa.wiredforchange.com and you can find this in the URL of any Salsa page while logged in.
  5. Once you’ve entered your Salsa account details, create a form or edit an existing form’s settings. You’ll see a “Salsa API” tab in settings where you can create a “Salsa API Feed”. This allows you to pick and choose which form fields you’ll send over to Salsa from the form. You also have the option of automatically putting form signers into groups, or setting some conditional logic to pick and choose which information gets sent.

gravity , forms , feed , submission , data , into , salsa , classic , crmfundraisingadvocacy , platform ,

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