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.