The new BPro Gravity Form Add-on is a powerful new integration available to easily integrate your WordPress website with your BPro CRM. You can install and enable it now to to start collecting leads and even create live customers directly in your business software from The Better Software Company.
There are a few steps to getting setup and ready to use your new add-on, as well as various options to get exactly the behaviour you want from your new integration. Please review this entire document to become familiar with your options and to ensure your experience getting started is straight-forward and trouble-free.
First thing to note is that the WordPress plugin called “Gravity Forms” is required before you install the BPro plugin. Please contact Support as well to ensure you have the proper system requirements turned on before moving forward.
1.Installing the Gravity Forms BPro Add-on
This part is easy, simply upload the BPro GF Add-on zip file directly to your WordPress Website on the plugins page. Once installed you just need to activate it like any other plugin. The integration will be available immediately within the Gravity Forms Menu. You can find the Bpro GF plugin by going to:
Location Builder -> Edit -> Online -> Upgrade Now -> Confirm -> Download Gravity Form Plugin zip. File.
(You do not have to use anything associated with the term “webcart’.)
2. Installing The BPro GF Plugin into WordPress
*Gravity Form Plugin Has To Be Installed First*
Go into your WordPress dashboard, and choose to add a new plugin and then upload plugin.
Once you upload the zip file you downloaded from BPro, choose to install now.
After it has been installed, you will receive a completion message. We can go and activate the plugin by viewing your Installed Plugins and clicking “Activate” below "BPro for Gravity Forms", before moving forward.
3. Configuring your Add-on Settings and Connecting to BPro
The first thing you will want to do is locate the new Forms > BPro menu item in your Gravity Forms menu and review the available documentation. Here you will find a few do’s and don’ts and a description of all the field types from BPro that are available to you with your integration. This is provided as a quick reference when setting up your forms, for more complete instructions please consult this document.
You can connect your existing forms to BPro or create new ones, it is up to you.
In the main Forms > Settings > BPro menu you will be able to add your BPro API URL, User_ID and User_Secret.
When entering the ID, and Secret Key, make sure there are no spaces " " when you paste it in!
This information is available to you in BPro on the Customize -> BPro Settings (Location Builder) -> Online Section.
Once you have entered the Gravity Forms User ID and Secret above in your Add-on and saved it you’re ready to get started creating your forms. You can reset your User ID and Secret anytime by clicking the [Reset Keys] button. Please be aware generating new keys will invalidate your current ones, you will need to update them in your GF Add-on to continue using it. Again, this will not affect your BPro Webcart in any way, it will continue to operate normally.
4. Creating and connecting your BPro Gravity Forms
To get started simply create a new form or edit an existing form. All the options described below are accessed through and apply to the form being modified. Under the individual Form Settings you will find the BPro Tab. It looks very similar to the Main BPro Settings form with an additional option to select whether you want to create Leads or add customers directly to your BPro CRM.
Creating Leads - Select [Create a BPro Online Form Lead] in the drop-down.
These form submissions will be added to the page in BPro located in the main menu at HOME -> Online -> Online Forms.
You will be able to both review the customer information submitted in the form and edit it if necessary, before converting to a live customer in your CRM.
Creating Live Customers - Select [Create an Actual BPro Customer] in the drop-down
These form submissions will be used to instantly create live customers in your BPro CRM. Note the same rules will be applied as when you are creating customers in BPro, and any new customer must have both a first and last name field (use the Gravity Forms default Name field) and a unique email address or the submission will be rejected.
NOTE: When you connect your form submissions as Leads you will be provided a list of similar customers already existing in your CRM, when available, matched on email address, name, and phone number. You will have the option of transferring some of the information received in your form to the existing customer before proceeding.
Multi-Location Support: Connecting Different Forms to Different BPro Locations
Under the connection options are similar User_ID, and User_Secret fields as on the previously completed setup form. When you have a Multi-Location BPro Account you may wish to connect different forms to different locations within your BPro setup. If this is the case you can override the main entries with the values entered here.
IMPORTANT: IF YOU ARE NOT OPERATING A MULTI-LOCATION BPRO ACCOUNT OR DON’T WISH TO OVERRIDE THE MAIN SETTINGS PLEASE LEAVE THESE FIELDS BLANK.
5. Building or Modifying your BPro Connected Gravity Forms
Creating or updating your form fields to have the contents sent to BPro is simply a matter of identifying the form field with the appropriate BPro identifier. You saw these listed on the main Forms > BPro documentation page, remember it is there for quick reference when building or modifying your forms. You do not have to tag the following fields if taken from the “Advanced Menu on the right side: Name, Address, and email.
For each field added to your form you will now find a new section under the General Settings Tab labeled “BPro Tag”. Here you will find all the field identifier tags available to you. Select the one that reflects the information you are collecting in this form field.
There are a few important things to remember, and a few options only available with certain identifiers, that you will need to consider when creating your form fields.
- The First Name and Last Name fields are required to create a BPro Customer. Using the Gravity Forms built-in Name field is all you need to get started building your form. You can also make it a required field for your customers to fill out before submitting their request.
- The Advanced Gravity Form fields provided for NAME, EMAIL, and ADDRESS do not require BPro tags. You MUST NOT select identifiers for these fields and ensure you leave the identifier field BLANK when using these built-in form fields. The information will automatically be sent to BPro when these fields are present in your BPro Connected Form.
- Several identifiers may be selected on MULTIPLE FIELDS in your form. These identifiers, and only fields configured with these identifiers, will all be included together when the information is sent over to BPro. The identifiers that may be selected on multiple fields include the following: bpro_intel and bpro_notes
- Special BPRO RESPONSE Field:You will see a new Form Field Group [BPro Fields] on the right when creating your forms. This group contains a single field you can add to your BPro Connected Forms that does not need to be displayed to visitors. It can be hidden in your forms by switching to the Advanced Settings Tab and setting Visibility to Administrative. It is used to hold information returned from BPro upon a successful connection. By including this field in your BPro Forms you will have an additional section shown in your Gravity Form Submission Notifications that includes the response received to the BPro Connection.
- There a many options when creating your form fields to have the information collected and sent to BPro. Text Field: This type of field will be included exactly as entered by the visitor. Suitable for Notes field (tag: bpro_notes) Cannot be used with BPro Intel (Tag: bpro_intel) Drop-Down: With this type of field you set the exact information you want sent to BPro in the value part of each selection you add. Radio Button: With this type of field you set the exact information you want sent to BPro in the value part of each selection you add. Checkboxes: With this type of field you set the exact information you want sent to BPro in the value part of each selection you add.IMPORTANT: For BPro Intel (tag: bpro_intel) you must set the field’s value to match what is provided on the Intel Item Setup page in BPro. This ensures your new customer will have their Intel Item(s) set correctly when added to BPro. For this reason you cannot use text type fields for Intel. When you are adding in a Customer Intel filed it is important to go into BPro -> Customize -> Intel Builder (Customer Types) -> Desired Intel Piece -> Look for the Gravity Form Tag Value. These tag values are created in sequential order by creation date.
6. Previewing Your Form
At anytime while creating/editing your form, you are able to preview an example of how it will look! Please keep in mind that this is not exactly how it will appear on your website because it is not inserted into a page yet.
Fill out the form to test it out and make sure it sends to BPro as you wanted! Once everything is as you want it, we can add it onto your page!
7. Styling Options
For each field there are different styling options however all of them have the ability to add a Custom CSS Class to override the default styling.
8. Adding The Form To Your Page
By using your WordPress Dashboard, go into the page settings of the page you’d like your Gravity Form to appear. Once we are there, we will click “Add Form” just below your page’s title
This will bring up this window, it is where you choose which form will be inserted. You also have the option to have your form’s title and description to be displayed on the page.
That will insert the short-code of the gravity form. You can add your text before or after the short-code ([gravityform id="1" title="true" description="true"]) . Where you save the short-code is where the form is displayed on your page!
The new BPRO RESPONSE Field included in a form to display the BPro Connection response in the Admin Notification and Entry Report, and hidden from visitors completing the form.
This is an example of a Gravity Form Address field which should NOT have a BPro tag set.
This is an example of a Gravity Form formatted Phone field set with the bpro_phoneNumber tag.
This is an example of a Notes field using the bpro_notes tag.
It will appear in your form as:
This is an example of another Notes field using the bpro_notes tag.
It will appear in your form as:
This type of field would have the information seen by the client in the selection Label and the information sent to BPro set by you in the selection Value.
This field’s value for the selection chosen by the visitor would be added to the information entered by the client in the previous example, if both fields were included in the same Form.
This is an example of a multi-select checkbox Intel field using the bpro_intel tag.
This type of field would have the information seen by the client in the selection Label and the specific BPro Intel item to be set for the customer entered by you in the selection Value.
The Value to use for each Intel Item is available in your BPro Intel Builder.
All selected checkboxes would have their corresponding Intel set in BPro.
This is an example of a radio button Intel field using the bpro_intel tag.
This type of field would have the information seen by the client in the selection Label and the specific intel BPro Intel to be set for the customer entered by you in the selection Value.
The Value to use for each Intel Item is available in your BPro Intel Builder. Only the item selected would have its corresponding Intel field set in BPro.
This field’s value for the selection chosen by the visitor would be added to the Intel selected by the client in the previous example, if both fields were included in the same Form.