Overview
This demo shows how to create a podcast sponsorship process from initial application through to contract sign-off and payment, using Gravity Forms and Gravity Flow to automate the steps in between.
What this demo does
A potential sponsor submits details about their budget and advertising campaigns. Staff triage the request, ask for follow-up information if needed without scrolling through email history, generate a PDF contract for the sponsor to sign off, and collect payment via Stripe once everything is approved. A foundation to build on for whatever else is unique to your podcast process.
How it is built
The form collects sponsor details, including budget and campaign information.
The workflow combines approval, document generation, and payment steps.
- An Approval step lets staff review new sponsorship requests and approve, revert for more information, or reject.
- A User Input step is triggered only on revert, allowing the sponsor to supply additional details before the entry returns to the approval step.
- A PDF Generator step creates a branded terms and conditions document for the sponsor to review and sign off.
- A Stripe payment step collects the sponsorship fee after all approvals are complete.
Note: To test the Stripe payment portion of this demo, connect a Stripe test account under Forms > Settings > Stripe, confirm the payment collection method is set to Stripe Payment Form, and update the form’s Stripe feed and the Sponsorship Payment workflow step to use your test account.
Try it yourself
Explore the Podcast Sponsorships demo
Submit a sponsorship request, then open the sponsorship inbox as staff and triage the request. Try approving, reverting for more information, and rejecting to see each path. Check the Gravity SMTP email log to see the PDF contract notification that would have been sent to the sponsor.