Gravity Forms – Send File in Email Responder using Conditional Logic

Gravity Forms – Send File in Email Responder using Conditional Logic

Hey everyone, welcome to another
WordPress Wednesday. My name is Kori Ashton here at WebTegrity
in San Antonio, Texas. If you’re working for WordPress help,
you’ve come to the right YouTube channel. Every single Wednesday we’re producing some
sort of really cool video to help you improve your online marketing inside of
your WordPress website. That’s why we call it, WordPress Wednesday. Today I’m going to be looking at Gravity Forms. If you’ve watched this channel you know
i love this form builder and inside of it, one of the things I love
about it, is the amazing power of it to do dynamic things. Doing those conditional logic. For instance, I’m going to show you
an example of a project that we’re building out for a client. This particular project here has a
form down below. What we want to do, is we want to send
(whomever fills this out) We want to send them a pdf file, basically. That pdf has to be different based on their
choice inside this form. You can send any type of file this way, or
any type of response, using Gravity Forms with their conditional logic. Here’s how we’re going to do it. Based on which dealer they choose,
they need to get a different file sent to them. They’re going to fill out all this different information
and click “Send”. They’re going to have a confirmation appear
that says “Thanks so much”. There’s also going to be an auto-responder. An email that sends out immediately to
them and inside of that is going to be our conditional form. Here’s how it’s done. Inside of forms we’re going to go into the form
we’ve already built and we’re going to go into “Notifications”. So, you’ll notice I already have a couple of
notifications set up. You can add as many as you want. This is what we’re going to do. We’re going to click “Add New” and
you’re going to fill out all these fields and you can use the drop down
option here to choose the different field dynamically. That’s kind of cool; but, here’s what I want you
to check out and see. What I want you to do is say “This is the pdf”. Of course you can say hello. Check this out. You can put “Hello” and then whatever their name
was that they filled out in the email that will dynamically appear there. This is the pdf file. So, we can say that. Here’s what we’re going to do now. We can add media. If you’ve already uploaded the pdf file to your
media file here, it lives online. You can send them the link directly to this one
pdf file that you’re trying to send them. We’re gonna go ahead and say “Add Media”
and we’re going to grab this url right here. There’s our link. We’re gonna just drop it in there. There’s the
link to it. So, here’s the thing, though. This one, this particular pdf file only goes to
the users that chose this specific dealer or this could be a specific location or a specific
contact on your team or whatever field. This is how you do it. “Enable Conditional Logic”. We’re gonna click this little option here
and check out the magic. This is where it all happens. This clearly says “Send this notification if all
of the following match”. You can choose all your different fields from the
form; but, of course, we’re looking for “Select a Dealer” So if they select this particular dealer here
“Consignment Sales” This auto responder will send and we can click
“Save Notification”. If we need to do a different one with a different
pdf file based on who they chose. That’s the way you do this y’all. It’s that easy. It’s super cool. I would just say “Save Notification” here and
then, of course, it’s going to ask me to fill out these fields; but, with that being said, you can
set up as many notifications as you want sending to different people all the way out
on this one particular form. It’s super cool and super easy to use. If you have questions about the
Gravity Form be sure to put them in the comments below and I’ll do my best
to answer it. If you’ve purchased the Gravity Form
plugin, you have support with those guys.
So, jump over to their forms. Jump over to their support area and connect
with them and get their help on it. We also have a full playlist here on
Gravity Forms. Hope you’re having a great one.
I will see y’all next WordPress Wednesday. Bye everyone.

14 thoughts on “Gravity Forms – Send File in Email Responder using Conditional Logic

  • January 18, 2017 at 4:02 pm

    Can this plugin be used with Sydney?

  • January 18, 2017 at 10:15 pm

    Hey Cory! I love your videos, thanks a lot for sharing with all of us! Regarding this particular video, I would like to know if you are using any autoresponder tool along with Gravity Form. How would the settings on this go?
    And, another question: I have a few forms on my website, that people fill out to ask me for quotes on specific services. And it would be awesome if each one of those forms came with a sequential number. I would create a starting number, like an Inquiry number, and the software would go from there. Is that possible? How would be the best way to do that?
    Thanks a lot! Cheers from Brazil!!!

  • February 28, 2017 at 12:44 pm

    Hi Kory! Is there any way to schedule (delay )the autoreponder for GF ? i choose a delay of 2 days before sending the email ?!

  • March 23, 2017 at 1:19 pm

    Cory, if a form has fields for name and email in the first few questions, and they "abandon" the rest of the form (does not complete), is it possible to still "capture" the name and email so I can follow up (nicely)

  • April 17, 2017 at 3:47 pm

    How do I send the form that is filled out by the sender to a separate email account?

  • May 2, 2017 at 10:25 am

    I am using Gravity Forms and thanks to your video everything much more easy to understand.
    I was wondering, could it be possible to add a kind of traffic light add so the visitor can check at a glance if there still places available for an event? For example green-available, yellow-still some places available, red-booked out or unavailable.
    Thank you very much for this free content. Still, love your waiving hands

  • June 5, 2017 at 10:58 am

    This is dope!

  • July 30, 2017 at 11:07 pm

    Hi Cory, thanks for the great videos on Gravity Forms they've been very helpful.
    I wondered whether you knew how to fit names into 4 columns using Gravity Forms? what I mean is for a wedding planning form, on a paper form you'll usually have the brides first name and surname on the top left of the form and then the grooms first name and surname on the right and then underneath their contact details, but I can't find a way of lining this up in 4 columns using GF. Would love to see a video on this if it's something you know how to do?

  • August 14, 2017 at 9:03 pm

    Cory, love your video's. My question: how to I send the form as an e-mail attachment instead of as the body of the e-mail?

  • November 16, 2017 at 3:43 pm

    Can you do this with auto responders located on different platforms

  • March 28, 2018 at 8:39 pm

    I love you!!!

  • September 17, 2018 at 1:20 am

    Ummmmm – not to be brutish, but it's Kori……… y'all 🙂

  • November 16, 2018 at 2:36 am

    I wish to ask a question is it possible to send the E-Mail to the specific email address on the basis of the Form Selection in Gravity Forms… And great work Kori.

  • December 15, 2018 at 2:10 pm

    Hi Kori,… love your videos, you help a lot. …Talking about notifications,… how can I send pdf files without just linking them in a notification email. Is there a way to physically attach the pdfs in the notification mail? I guess a lot of users would need it, because of the new GPDR all over Europe. In example to send relevant informations in the moment of saving data. I do not believe that it is enough just to link the pdf files.


Leave a Reply

Your email address will not be published. Required fields are marked *