Gravity Forms - Configure for Auto Malls

Jason Brass -

Setting up Gravity Forms and the Plugin for Automall accounts. 

Create a hidden or admin view only field in the form for the VDP. Note: Using "Admin Only" gives you the ability to visually test the form by changing to "Everyone". Make sure and name this field something like "Auto Mall Email" so that you can find it easily in the next step. 

 

Next: Go to the Notification settings for this email from. If you have named your email "Auto Mall Email" you can choose "Select a field" and choose that from the dropdown menu. 

 

Next: Go to the CarDealerPress Plugin > Settings > Auto Mall Email and add a new email. This will handle the conditional logic for you.

 

 

A new row will be created for you to configure your email.

 

Add the VMS ID for the dealership that you are configuring.

Repeat this process for all the dealers that are included in the "Auto Mall" account in the VMS.

 

 NOTE: IF YOU WANT TO HAVE MORE THAN ONE EMAIL ADDRESS USE A STANDARD TEXT FIELD AND ADD THE MERGE FIELD AS IN THIS SCREENSHOT. THIS WILL ALLOW YOU TO ADD MORE THAN ONE COMMA SEPARATED EMAIL IN THE CDP SETTINGS.

 

 

 

 

With your form field set to "Everyone" go to a Vehicle Detail Page for each respective dealer to confirm that the field is populating correctly. 

NOTE: You will have to have set up the VDP form prior to implementing this tutorial. 

 

!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!  BE SURE TO TEST  !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

 

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