EngageBay for Gravity Forms Plugin

Connecting 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.

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.

EngageBay system is simple and refreshing.
Melinda – WordPress Consultant

Here’s why smart business owners, designers, and developers love EngageBay, and you will too!

How EngageBay Can Help Your Business Grow

• All-in-one CRM, Marketing, Sales and Support software
• Increase web visitor engagement
• Capture more leads
• Grow email lists
• Convert more subscribers and sales
• Increase trust and brand value of your business

Support

Check out our support page for help documentation and access other support channels or simply send us an email to [email protected].

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.

1. 

   EngageBay Gravity forms plugin

2. 

   Available forms

3. 

   Mapping the fields

• Fixed installation issues