Gravity Forms & SMTP Configuration

Overview

Gravity Forms is a premium WordPress form builder plugin installed on your website. It powers your contact form and integrates with SMTP for reliable email delivery.

Key features:

• Drag-and-drop form builder
• Conditional logic
• Entry management
• Email notifications
• File uploads
• Multi-page forms

Creating and Managing Forms

Accessing Forms

1. Log in to WordPress admin
2. Navigate to “Forms” in the left sidebar
3. Click “Forms” to view existing forms or “New Form” to create one

Managing Existing Forms

• Edit: Hover over form name and click “Edit”
• Duplicate: Use “Duplicate” option under form name
• Delete: Use “Trash” option (can be restored from trash later)

Form Settings

Access form settings by clicking “Settings” tab when editing a form:

• Form basics (title, description, button text)
• Form layout and design options
• Restrictions (entry limits, schedules)
• Form confirmations (what users see after submission)
• Notifications (email alerts)

Form Notifications and Confirmations

Email Notifications

1. Edit form > Settings > Notifications
2. Default notification sends to admin email
3. Create additional notifications with “Add New”
4. Configure:
   • Name (internal reference only)
   • To address (can use form fields with merge tags)
   • From name/email
   • Reply-to
   • Subject
   • Message (supports HTML and merge tags)

Confirmations

1. Edit form > Settings > Confirmations
2. Configure what happens after form submission:
   • Text message (default)
   • Page redirect
   • URL redirect

Using Merge Tags

• Click “Insert Merge Tag” button when editing notifications
• Common tags: {all_fields}, {ip}, {date_mdy}, {form_title}
• Field-specific tags: {field_id:1}, {field_id:2}, etc.

Gravity Forms SMTP Configuration

The SMTP plugin is configured with Wescom’s mail server settings.

Checking SMTP Configuration

1. Navigate to SMTP > Settings
2. Verify settings (these should not be changed):
   • Server: [Wescom’s SMTP server]
   • Port: [Port number]
   • Encryption: [TLS/SSL]
   • Authentication: Enabled
   • Username: [SMTP username]
   • Password: [Stored securely]

Testing Email Delivery

1. Go to SMTP > Tools
2. Scroll to “Email Test” section
3. Enter your email address
4. Click “Send Email”
5. Check your inbox for test message

reCAPTCHA v3 Implementation

reCAPTCHA v3 is enabled to prevent spam submissions without interrupting users.

How reCAPTCHA v3 Works

• Runs invisibly in the background
• Scores users from 0.0 (bot) to 1.0 (human)
• No challenges for users to complete

reCAPTCHA Settings

1. Navigate to Forms > Settings > reCAPTCHA
2. Verify settings (these should not be changed):
   • Type: reCAPTCHA v3
   • Site Key: [Configured]
   • Secret Key: [Configured]
   • Score Threshold: [Currently set value]

Adding reCAPTCHA to Forms

1. Edit form
2. Form Settings > Form Options
3. Enable “Enable anti-spam honeypot”
4. Enable “Enable reCAPTCHA”

Troubleshooting Common Issues

Form Not Sending Emails

1. Check SMTP settings
2. Send a test email
3. Verify notification settings for the specific form
4. Check your spam/junk folder
5. Contact your web developer if issues persist

Spam Submissions

If spam is getting through despite reCAPTCHA:

1. Navigate to Forms > Settings > reCAPTCHA
2. Adjust the score threshold (higher = stricter)
3. Consider adding a simple honeypot field

Form Validation Errors

If users report form errors:

1. Edit the form
2. Check required fields and validation rules
3. Test the form yourself
4. Review form entries to identify patterns

Form Entry Management

1. Navigate to Forms > Entries
2. Select form from dropdown
3. View, export, or delete entries as needed
4. Set up entry limits if needed (Settings > Restrictions)

Need Additional Help?

For advanced configuration or custom development:

1. Contact your site administrator
2. Reference the Gravity Forms Documentation
3. Call, text, or email your Project Manager for urgent issues