If you’re using the Gravity Forms plugin, you can now integrate it with the Blackbaud Luminate CRM. This Add-On supports creating or updating Constituent records as well as Surveys.
Installation Via Search
- Log into your WordPress site as an administrator.
- In the left sidebar, select Plugins > Add New.
- Use the search bar to search “Gravity Forms Luminate” and click Install Now.
- After the plugin is installed, click Activate.
Manual Installation
- Make sure your WordPress site has Gravity Forms installed and activated.
- Download Integration for Luminate and Gravity Forms on wordpress.org.
- Log into your WordPress site as an administrator.
- In the left sidebar, select Plugins > Add New.
- Click the Upload Plugin button at the top of the page and select the .zip file that you downloaded.
- A screen should display letting you know that the plugin was installed successfully. Click the Activate Plugin button.
Configuration
- Navigate to Forms > Settings in the WordPress admin.
- Click on “Luminate Constituents API” in the left hand column of that page.
- Enter your organization’s servlet (domain), select the custom domain checkbox if using a custom domain for the servlet, organization short name, API key, API username, and API password.
- Edit the “Settings” of individual forms to configure how data is fed into Luminate.