It’s long been rumored that you need a third-party app like Zapier to connect Ontraport with Gravity Forms. Not true. You can link them directly with tools provided by Ontraport.
In this short video, I’ll show you how to use Ontraport’s Partner Tracking Pixel to push data straight from Gravity Forms into your Ontraport account.
Gravity Forms Ontraport Video Transcript:
Today I wanted to share with you how you can connect Gravity Forms and ONTRAPORT. A lot of times on the forums I see people saying they need some third-party app to connect Gravity Forms and ONTRAPORT, and you do not. You can actually get Gravity Forms to push straight into ONTRAPORT without any third-party app.
Why would you want to use Gravity Forms? Well, one thing about Gravity Forms that’s kind of cool is you can build little, mini shopping carts with it, so if you need more than just a single product, but you don’t want an entire giant shopping cart – for example you have a product, or a couple products that each might have one or two options that you want people to chose whether or not they add on at the time they purchase – Gravity Forms is pretty cool for that.
Here I’ve made just a quick little example on my website, and you can just pick a product like I want Product A, B, or C. Product A’s telling me now it’s $200, and I can decide if I want the upgrade. Yes or no. If I do, it’s going to be $250. Then of course I can just fill in my info here.
Gravity Forms can connect to your payment processor, so it will actually process the payment for you. Here I didn’t setup a processor, or credit card information just for this quick example, but if I submit this now… Thank you for your order. If I head on over to ONTRAPORT you will see that test gravity pushed in here. If I go into my purchases, there’s two products. One at $200, and one at $50. Pushed those in. It gives me the record. Then from there I could apply tags, or rules, or whatever to send out the product, or to send out emails just like anything else in ONTRAPORT.
How did I do that? All right. In Gravity Forms here on my website I setup … Here’s the simple form I setup. I have my product selector. I have upgrades for product A, product B, and product C. Depending on which product they chose one of these three fields are going to come up conditionally, and then it’s going to total that up for me.
Now the key to getting it to push into ONTRAPORT is on the confirmation page. You’ll find these confirmation pages here in Gravity Forms. Now here’s where it can get complicated because you need a confirmation page for every possible combination of products, so in this case I would actually need six confirmation pages because I could have product A with or without option. Product B with or without, and product C with or without.
I need six confirmation pages. Here I just built two to show you as an example. If you start to get complicated, if you start to have a lot of products, or options, these confirmation pages can get really complicated. I have actually clients with up to 20, or 30 different confirmations for one form because there were so many options, and at that point you’ve probably might be better off with a third-party app that’s going to connect the two, but if you can keep it simple, and you only need a few confirmation pages, it’s pretty easy to do.
If I go into my confirmation pages, here’s my product A with the upgrade. Well, you know what? Let’s start with product A without the upgrade. Visually when somebody ends up on my thank you page, if you remember here it just says, “Thank you for your order.” That’s all they see, but behind the scenes I have a tracking pixel. This guy right here. An image that is loaded when this confirmation page is used. Now here I have to make these confirmation page conditional, so product is A, and my A upgrade is no. I don’t want the upgrade, and that’s when it’s going to show this confirmation page.
Where do I get this tracking pixel? Well, ONTRAPORT gives you a tracking pixel, so if you go into your administration, scroll down here, you get this thing called “Get partner tracking pixel.” Right here, ONTRAPORT gives you kind of a templated tracking pixel that you can start with.
The important part of this is that it’s got your account info there, and that’s the main URL you’re going to push this to, and then you can build everything behind the question mark. Order ID is ONTRAPORT’s Order ID number. Here is Gravity Forms. Gravity Forms is going to build a dynamic link for me based on what’s in there, so I can enter fields in here like the E Entry ID, and then the email, email address. This is ONTRAPORT’s logo email.
I find it’s easiest if you just use exactly what shows here. Email. Last name. Exactly like this except spaces would be an underscore. That always seems to work well for me. In this case I have email, E. Email is equal to this is my Gravity Forms, so Gravity Forms here I can just put it, pull in email. There it is.
Same thing with first name, last name, and then item ID. One. This is my first item. Item ID one, and it is equal to 26. Where did I get 26 from? 26 comes from your products, so if I went into a list of products here, and I forget which one I picked for this, I just grabbed a couple, I think I picked this guy right here. Yep. Here he is. There you will find your ID number for each product in the URL.
Right here is ID 26. If this is the product I wanted to show up when this form is submitted, then I use that ID number. The price, I’m going to push in the price for item one. They paid $200. That was my product A. I said it was $200. They bought quantity one. Pretty simple.
Now, if I go back we had product A with the upgrade. It looks very similar except now I have two products in here, so I have again same info. My entry ID. My email. First/last name. I’ve got all my item one information, but then I’ve added on item two, so item ID two is number 20. Again I got that in the same place I got this. I believe that was this guy right here. Up here I’ve got item ID 20.
That goes right in my confirmation. The price they paid $50. The quantity again is one. I could keep stringing. I could have three items, four items. I could keep stringing items on here, and everything just works with the & and, and then whatever it is in ONTRAPORT. Whatever the field is. Equals. Then whatever your Gravity Form is. Yeah. I could just grab anything here. There’s first name again. We could just go on, and on building an enormous string.
Gravity Forms Ontraport Trick
There is one trick to this that I learned recently from Anthony over there at ONTRAPORT. Anthony helped me out with this. Thank you. You can use these to push in things besides products, and I had a client recently where they had already built a bunch of Gravity Forms on their site. Had it all styled exactly like they wanted, so instead of going and building all new forms with ONTRAPORT, I just linked these forms to ONTRAPORT using again this confirmation field, and the one trick we learned there is we have to have an order ID.
If you don’t have a product, you can just make that a zero, and it will push in, but if you tried to push in things from Gravity Forms without the order ID, it’s not going to work. Learned that the hard way. It took me a few days, and then Anthony was able to help me out there.
That’s how you can push Gravity Forms right into ONTRAPORT without any third-party app. You got any questions you can hit me up in the comments below. Thanks for watching.
