Campaign Monitor Add-On

Overview

The Campaign Monitor Add-On for Gravity Forms allows you to connect your forms with your Campaign Monitor account to send contact data automatically. See the Campaign Monitor Add-On Documentation for setup instructions.

Gravity Flow Integration

Gravity Flow ensures that when a workflow includes a Campaign Monitor step, the standard post-submission Campaign Monitor feed will not execute independently. This provides control over when Campaign Monitor actions occur in the workflow.

Creating a Campaign Monitor Workflow Step

To add a Campaign Monitor step to the workflow:

  1. From the Form Editor screen, navigate to Settings → Workflow.
  2. Click Add New Step and enter a Name for the step.
  3. Choose Campaign Monitor as the Step Type.
Image showing Campaign Monitor Step workflow settings
  1. Under Feeds, select one or more active Campaign Monitor feeds created with the Campaign Monitor Add-On.
  2. Click Update Step Settings to save the step.
Image showing Campaign Monitor Step workflow settings

Campaign Monitor Step Settings Reference

SettingDescription
NameDefines the workflow step name used to identify it within the workflow. Required
DescriptionProvides a short description of what the step does.
Step TypeDefines this step as a Campaign Monitor step. Required
HighlightHighlights this step to visually emphasize it in the workflow.
ConditionEnables a condition to determine whether the step will run.
ScheduleDetermines when the step should run within the workflow timeline.
FeedsSelects which active Campaign Monitor feeds to process for this step. If the form has no active Campaign Monitor feeds, a message is shown instead. Required
Next StepDefines the next step in the workflow sequence.