Set up SubscriptionFlow for Gravity Forms

SubscriptionFlow for Gravity Forms creates a customer and a subscription in SubscriptionFlow every time a Gravity Forms form is submitted. This guide shows how to install the add-on, connect it to your SubscriptionFlow account and set up a form.

Before you start

• WordPress with Gravity Forms 2.5 or later
• A SubscriptionFlow account. No account yet? See plans and pricing or book a demo.
• Your SubscriptionFlow Instance URL, Client ID and Client Secret (an OAuth client created in SubscriptionFlow)
• Products and plans set up in SubscriptionFlow

1. Install the plugin

1. In WordPress, go to Plugins › Add Plugin › Upload Plugin, choose the subscriptionflow-for-gravity-forms.zip file and click Install Now.

   

2. Click Activate Plugin. The plugin needs Gravity Forms 2.5 or later. No SubscriptionFlow account yet? Use the SubscriptionFlow pricing and Book a demo links on the plugin's row.

   

2. Connect SubscriptionFlow

1. Go to Forms › Settings › SubscriptionFlow and enter:

   • Instance URL: your SubscriptionFlow address, for example https://yourcompany.subscriptionflow.com/
   • Client ID and Client Secret: create an OAuth client in SubscriptionFlow and copy both values

   Click Save Settings. The box at the top changes to Connected.

   

3. Create a feed

1. Open the form that should create subscriptions, go to Settings › SubscriptionFlow and click Add New.

   

2. Enter a Name for the feed. Under Customer, choose the form field for each detail. Email is required; Name, Phone and Company are optional. Keep Update the customer when one already exists with this email ticked so returning customers aren't duplicated.

   

3. Under Billing Address, choose the field for each line: street, line 2, city, state, ZIP and country. If the form has an Address field, its parts are filled in automatically.

   

4. Under Shipping Address, keep Same as the billing address, or choose A different address and map its lines.

   

4. Choose the plan

1. Under Subscription Type, choose One product and plan for every entry, or Plans mapped to form choices.

   

2. One product and plan for every entry: choose the Product and Plan. Term Length and Term Period fill in from the plan; change them if you need to.

   

3. Plans mapped to form choices: each plan reads like a sentence: When [form field] is [option], create [product] [plan] for [term]. The term fills in from the plan.

   

4. Click + Add plan for each option. Radio buttons, drop downs and checkboxes are supported, with any product and plan. With checkboxes, each ticked option that has a plan creates its own subscription. Use Remove to delete a plan.

   Choose the plan price marked every year / every month, not (one-time), so SubscriptionFlow bills the renewals.

   

5. Price and payment

1. Under Price, Form total is right for most forms. You can also use the SubscriptionFlow plan price, a Form field or a Fixed amount. Quantity Field (defaults to 1) and Start Date Field (defaults to the submission date) are optional.

   

2. Under Payment › First Payment, choose:

   • Charged by SubscriptionFlow if SubscriptionFlow should charge the first invoice, or
   • Already collected by the form (Stripe, PayPal, ...) if a payment add-on takes the first payment. The add-on records that payment against the first invoice, marks it Paid, and SubscriptionFlow charges the renewals.

   

3. Under Subscription Details, keep Auto renew ticked and set the Subscription Name (merge tags such as {entry_id} work). Map any custom SubscriptionFlow fields here too.

   

4. Conditional Logic is optional. You don't need it to pick a plan; use Subscription Type and Plan Mapping instead.

   

6. Save and test

1. Click Save Settings. The feed appears in the list with its plan setup, for example 2 plans mapped to form choices.

   

2. Submit the form as a visitor would. Open the entry under Forms › Entries: within a minute a note shows SubscriptionFlow subscription … created for customer …. Check the customer and subscription in SubscriptionFlow.

   

Troubleshooting

• A new product or plan is missing from the lists: products and plans are cached for an hour. Save the add-on settings under Forms › Settings › SubscriptionFlow to refresh them.
• The entry has an error note: it shows SubscriptionFlow's reason, for example an option without a plan, or a plan price that isn't linked to the plan.
• The first invoice is Overdue: set First Payment to Already collected by the form when a payment add-on such as Stripe takes the first payment, and make sure the payment is confirmed.
• Full details: turn on logging for the add-on under Forms › Settings › Logging.