• What is Gravity Forms (GF)? • Which version To Buy/Coupons • How One Site Manages Club Membership • Build a form and put it on a page • 3rd. party Plugins to: • protect pages, create roles and capabilities • display user lists, search, sort, export data • create custom fields • Import initial user lists • handle membership expiry

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Gravity Forms
Membership Management with WordPress and
GF

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What Is Gravity Forms?

GF is a WordPress Plugin for addings forms to your website.
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For example
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A Join form
A Survey
It has a bunch of Add Ons
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Add Ons are other plugins that work with GF to let you do more
things with the forms

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Increase Functionality with GF Add Ons

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More Add Ons

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Some Things Gravity Forms Can Do

Collect any type of information with a form
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Shortcodes place forms on pages
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Front end posting
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Storefront- integrates with shopping cart plug ins
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Customizable notifications with multiple recipients
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Combine Add Ons to integrate registration, payment, and
mailing service

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Which One Should I Get?
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Depends on which Add Ons are needed.
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For the membership project, You will need to get the developer’s
license. (includes UR)
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http://www.gravityforms.com/purchase-gravity-forms/
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Coupons: Google ‘Gravity Forms Coupon’ for the latest. Here’s
one: http://www.retailmenot.com/view/gravityforms.com
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This is an annual license
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Renew if Needed- about half price if within 60 days of expiry

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GF for Membership Management
Feature List
This feature list is specific to my current project, but will give you an
idea of what is possible.
User fills out Join form
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Registration after Payment only
User added to MailChimp
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Other forms include Volunteer Form, Contact Form
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Added Functionality with 3rd party add-ons
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Expiry
Roles, capabilities, protected pages
Front End User lists
CSV Export for mailing labels, mail merge
Custom Fields
GF Coupon Add On and MailChimp notices provide 3 month grace
period for expired members

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Next Slides Will…
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Provide an overview of the Join process

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Join Form

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Emails To New Member and Admin
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A series of emails is sent to new user and admin charting the
payment and registration process
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Optionally, the form data is also sent to admin

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Customer receives Order Summary

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Activation Email to New Member
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Using the Authorize.net Payment Gateway, GF sends customer
an activation email once payment has been made.

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Notifications Sent To Site Owner-2
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This email tells admin that the registration has been activated

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Optional Email To Admin Containing
Form Data
This email is optional to send the form data to admin

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Login and Password Sent to New
Member

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New User Added
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Once activated, customer is added to user list and received
email with login and password

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User Added To MailChimp List

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If There is interest-more workshops
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Integrating other plugins for member management small
companies, non profits, clubs
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Expire Users
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Amruser
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Members
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Cimy Extra User Fields
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Add Multiple Users
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Styling Forms

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Live Demo
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http://69.36.164.146/~wanderin/
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http://www.gravityforms.com/demo/
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If there’s time, we can start creating a form