Gravity Forms - Create Feed to Automatically Assign TouchPoints to a New Contact
Using Touchpoints in your UkuuPeople/ Gravity Forms integrations is super useful. For example, you can:
- Have the form itself be a Touchpoint (so you can identify where your humans originated)
- Attach a Note Touchpoint, with information regarding an inquiry.
Adding a Touchpoint feed to Gravity forms is really easy.
Step 1: Make sure both Gravity Forms and UkuuPeople Gravity Forms Add-on are installed.
Step 2: Create your form fields in Gravity Forms and save.
Step 3: Create a People Feed.
In Form Settings select UkuuPeople Add-On and select Add New.
A. Name your feed.
B. Select the feed type. First let's choose People so we can map the contact information to a contact in your People.
C. Choose a Tribe, if you want.
D. Now we can map the First Name, Last Name, and Email fields we created in our Gravity Form (shown on right) with the corresponding UkuuPeople fields (on left).
When you click Update Settings your Gravity Form will be connected to UkuuPeople. Meaning if someone uses your form to enter their First Name, Last Name and Email into the form you created in Gravity Forms, this data will also be recorded in UkuuPeople as a new Human.
Step 4: Now we need to create a feed for Touchpoints.
This is to ensure that when a new person signs in via your form, a Touchpoint is automatically created for them, with any inquiry included in the details of the Touchpoint.
So, back on the UkuuPeople Add-on screen we'll click Add New
This time we'll create a Feed for Touchpoints which will similarly map Gravity Form fields to UkuuPeople touchpoints.
In the above settings we're creating a "Contact Form" Touchpoint type in which the customers inquiry is mapped to the Touchpoint's details.
So now, if we Update Settings and publish the form on a Wordpress page, we'll have a form that enters a new contact into UkuuPeople and adds a contact form touchpoint with their inquiry.
Here's the UkuuPeople contact record that's automatically created from this form. You'll see the automatic Touchpoint showing from here or from the Touchpoints Dashboard.
And if we look at the Touchpoint details by clicking Edit, you'll see the form inquiry.
“Everything you need to know about your humans in one spot.”