Contents

Overview
Configuration
Supporter Mapping
- General Mapping
- Conditional Logic
- Tags
In-Kind Donation Mapping
- General Mapping

Overview

Cornershop Creative is the creator of the Salsa Gravity Forms Add-On. This add-on automatically sends data from Gravity Forms created and managed in WordPress into a designated Salsa system. You can choose what data to send to Salsa and what fields the data should go into on a form-by-form basis.

The Add-On allows for two types of data to be mapped to Salsa:

  • Supporter information - contact information like name, email, address, groups, and tags
  • In-kind donation information - transaction information like amount, tracking code, honor/memory information, and note

Configuration

First, download the Add-On here.

After you've installed the Add-On, you need to connect the add-on to your Salsa system. Go to Forms > Settings in the WordPress administrator interface and select Salsa API in the left sidebar. Complete the Salsa Domain, Salsa Username, and Salsa Password fields in the Salsa API Settings section:

 

You can identify your Salsa Domain by going to a donation or other public form from your Salsa system and looking for the text that comes between "https://" and "/o/":

 

Supporter Mapping

General Mapping

Mapping Gravity Forms fields to Salsa fields needs to be done on a form-by-form basis. First, create a new form by following this Gravity Forms guide.

For each form that you want to connect Salsa, you must manually map fields, so the Form know where to send -- or not to send -- all information collected.

To create an API connection:

  • From the WordPress administrator interface, navigate to Forms
  • From the list of forms, hover over the form you want to connect with Salsa, hover over Settings, then click on Salsa API.
  • This screen will identify if a connection has been created for this form. If not, it will look like the following:

  • Click on the Add New button or the link for Create one
  • First, you’ll need to name the API Feed. By default, it will label it Salsa API Feed [x], where X is the number of feeds you have on the site.
  • To map only Supporter fields, select Supporter Only for the Sync Type. 
  • Then, you will map the fields from your form to the corresponding Salsa field. The left column contains a list of all fields -- standard and custom -- in Salsa. The right side dropdowns contain a list of all fields on your specific form.

  • Note that Email must be mapped - this is Salsa’s main way of tracking supporter records. 
  • In addition to the standard fields that users are entering on the forms, there is additional tracking information that the form is collecting that can also be sent over to Salsa, including:

  • You can also select one or more specific groups from Salsa that users will be added to:

  • Once everything is configured, click the blue button for Update Settings to save your connection. Data will start flowing to Salsa as users complete this form.

Conditional Logic

The feeds also contain a setting for conditional logic. In this example, we want Salsa to add a different group depending on the interest that the user selects on the form. To do this, there is a Salsa feed set up for each email subscription option:

The “General Registration” feed is set up to add anyone who fills out this form to the E-news group. Each of the additional feeds are set up to add the user to the group that they would like to receive email updates for using conditional logic. For example, this is the logic for the Volunteer Opportunities feed:


If the user selects “Volunteer Opportunities” as an Interest, this feed will add them to the Volunteer Opportunities group in Salsa.

 

Tags

You can also add tags to supporters who fill out specific forms. To add tags:

  • Go to the Form Editor for the form you would like to add tags for.
  • On the right side, click Hidden to add a Hidden field. 
  • Click on the new field to edit it. 
  • Change the field name to Tag (or some other useful term). 
  • Click the advanced tab.
  • In the Default Value field, enter the name of the Tag you wish to add to any supporter who fills out this form.

  • Click Update Form to save your changes.
  • Go to Form Settings > Salsa API and add/edit a Salsa feed.
  • For the Tags mapping, select “Tag” (or whatever label you chose earlier) from the drop-down menu.

 

In-Kind Donation Mapping

General Mapping

The plugin can also be used to share supporter and in-kind donation information with Salsa.

  • To map both Supporter and in-kind donation fields, select Supporter + Donation for the Sync Type. 
  • Map the supporter data as noted in the Supporter Mapping section above. 
  • For Donation Form, select the donation form from your Salsa system that in-kind donation data will “pass” through. This is required by Salsa.
  • Then, you will map the fields from your form to the corresponding Salsa donation field. The left column contains a list of all fields -- standard and custom -- in Salsa. The right side dropdowns contain a list of all fields on your specific form.

  • Note that Email must be mapped - this is Salsa’s main way of tracking supporter records. 
  • In addition to the standard fields that users are entering on the forms, there is additional tracking information that the form is collecting that can also be sent over to Salsa, including:

 

VARCHAR fields are ways to track custom data on donations.

  • Once everything is configured, click the blue button for Update Settings to save your connection. Data will start flowing to Salsa as users complete this form.