Connect Gravity Forms with Xendy

Introduction

With Gravity Forms, you can easily create forms in WordPress. By connecting this to Xendy, submissions are automatically added to a ‘static segment’. This allows you to quickly collect new contacts and immediately use them for newsletters or email automations.

Create a Gravity Forms form

Here’s how to install Gravity Forms and create a new form:

  1. Log in to your WordPress website and go to ‘Plugins’ in the left menu. Install the ‘Gravity Forms’ plugin and the ‘Gravity Forms Webhooks Add-On’. Activate both plugins after installation.
  2. In the WordPress left menu, choose ‘Forms’ and then click ‘Add New’ to create a new form.
  3. Give the form a clear name and add at least an email field.

Form example 1

Form with email address and subscribe button only.

Fields:

  • Email address (required field, field name: email)
  • Subscribe button

Form example 2

Form with email address, first name, and subscribe button.

Fields:

  • First name (field name: first_name)
  • Email address (required field, field name: email)
  • Subscribe button

Form example 3

Form with email address, first name, last name, and subscribe button.

Fields:

  • First name (field name: first_name)
  • Last name (field name: last_name)
  • Email address (required field, field name: email)
  • Subscribe button

Optionally adjust the button text and save the form. Then place the form on the desired page of your website.

Connect Gravity Forms to Xendy

Here’s how to connect your Gravity Forms form to Xendy via a webhook:

  1. Log in to Xendy and go to ‘All contacts’ in the left menu, then click ‘All contacts’ again in the top right. Choose ‘Create new segment’. Select ‘Static’. Enter a name for the segment and click ‘Create segment’.
  2. Now click on ‘Add contacts’ in the top right and choose ‘Via a webhook’. A pop-up will appear with a URL and an Authorization: Bearer token.
  3. Open your WordPress website and go to ‘Forms’ in the left menu. Select the form you want to connect, go to ‘Settings’ and then ‘Webhooks’.
  4. Add a new webhook. Paste the URL here and then add the Authorization header. Paste the value starting from Bearer, e.g. ‘Bearer abc123’ (including the full code). Click ‘Save’ to save the form.

Test the connection

To make sure everything is working correctly, you can perform a test:

  1. Go to the page on your website where you placed the form.
  2. Fill in the form with a test email address (for example, your own address).
  3. Log in to Xendy and go to ‘All contacts’ in the left menu, then click ‘All contacts’ again in the top right. Choose the segment you created. Check the list to see if the email address appears.

Add extra fields

The email field is always required. If you also want to collect a first name, this field must be named first_name. For a last name, use the name last_name. You may choose any name for other fields. These will automatically be added in Xendy and can then be used in segments or personalization.

Frequently Asked Questions

The email field is always required. If you also want to collect a first name, this field must be named first_name. For a last name, use the name last_name. Other fields may be given any name. These are automatically added in Xendy and can then be used in segments or personalization.