.png?w=590&resize=590,300&ssl=1 "Connect Gravity Forms with WhatsApp via Twilio")
.png "Connect Gravity Forms with WhatsApp via Twilio")
4/5 Stars
As a marketer, I’m always looking for ways to stay organized and connected with my leads and customers. After stumbling upon WhatsApp Gravity Forms, I was excited to discover a plugin that simplifies the process of sending form submissions directly to my WhatsApp number via Twilio Business API. In this review, I’ll walk you through my experience with this plugin and highlight its features, pros, and cons.
What I like:
WhatsApp Gravity Forms is incredibly easy to set up and use. Within minutes, I had the plugin installed and was receiving form submissions on my WhatsApp number. The instant notification feature is a game-changer, eliminating the need to check emails or login to my website’s admin panel to respond to messages. The plugin allows you to customize the WhatsApp message for each form, making it easy to create tailored responses.
Key features:
- Instant notification: Say goodbye to redirects and delayed notifications. WhatsApp Gravity Forms delivers form submissions to your WhatsApp number in real-time.
- Easy setup: The plugin requires minimal configuration, making it simple to get started with using WhatsApp for customer engagement.
- Multi-number support: You can configure different WhatsApp numbers for each form, giving you flexibility and control.
- Customizable message: Tailor your WhatsApp response for each form by adding custom messages or settings.
What could improve:
While WhatsApp Gravity Forms is an excellent solution, there are a few areas where it falls short:
- Cost: The plugin requires a subscription to Twilio Business API, which can add up costs, especially for users handling high volumes of submissions.
- Integration issues: In some instances, I experienced minor glitches during the integration process. For example, I encountered errors when setting up Twilio API credentials. These issues were minor and eventually resolved with troubleshooting.
Overall:
WhatsApp Gravity Forms is an excellent tool for businesses and marketers who rely on Gravity Forms. It simplifies the process of sending form submissions directly to WhatsApp, saving time and increasing efficiency. Although the plugin requires a separate Twilio Business API subscription, the benefits it brings are well worth the additional costs. If you’re looking for a reliable way to engage with your leads and customers via WhatsApp, I highly recommend giving this plugin a try. Just be prepared to spend a little extra time on set up and troubleshooting any potential issues.
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Introduction
Gravity Forms is a popular WordPress plugin for creating forms and collecting data, while WhatsApp is a popular messaging platform with over 2 billion active users. Twilio is a cloud communication platform that provides APIs for building, scaling, and operating real-time communication and collaboration applications. By connecting Gravity Forms with WhatsApp via Twilio, you can enable your website visitors to send messages to your business through WhatsApp, improving customer engagement and conversion rates. In this tutorial, we will show you how to set up a complete solution using Gravity Forms, Twilio, and WhatsApp.
Prerequisites
- WordPress website with Gravity Forms installed
- Twilio account with a verified phone number
- WhatsApp Business account with a verified phone number
- Basic knowledge of PHP and HTML/CSS
Step 1: Create a Twilio Account and Verify a Phone Number
- Go to the Twilio website and sign up for an account.
- Verify your phone number by clicking on the "Verify Your Phone Number" button.
- You will receive a verification code via SMS. Enter the code and click "Verify".
- Once verified, you will be taken to your Twilio dashboard.
Step 2: Create a WhatsApp Business Account and Verify a Phone Number
- Go to the WhatsApp Business website and sign up for an account.
- Verify your phone number by clicking on the "Verify Your Phone Number" button.
- You will receive a verification code via SMS. Enter the code and click "Verify".
- Once verified, you will be taken to your WhatsApp Business dashboard.
Step 3: Create a Twilio WhatsApp Sandbox
- In your Twilio dashboard, click on "Sandbox" in the top navigation menu.
- Click on "Create a new sandbox" and enter a name for your sandbox.
- Click "Create" to create the sandbox.
- Note down the WhatsApp Business phone number and WhatsApp Web App URL, as you will need them later.
Step 4: Create a Gravity Form with a WhatsApp Field
- Log in to your WordPress dashboard and go to the Gravity Forms editor.
- Create a new form or edit an existing one.
- Drag and drop a "Single Line Text" field to the form.
- Click on the three vertical dots next to the field and select "Field Options".
- In the "Field Options" page, click on the "Advanced" tab.
- In the "Advanced" tab, enter
twilio_whatsapp_numberin the "Input Attribute" field. - Enter the WhatsApp Business phone number you created earlier in the "Value" field.
- Save the form.
Step 5: Configure the Twilio WhatsApp Integration with Gravity Forms
- Log in to your Twilio dashboard and go to the "Sandbox" section.
- Click on "Create a new flow" and select "Message Received" as the trigger.
- Click "Add a new action" and select "Send Message" as the action.
- In the "Send Message" action, select the WhatsApp Business phone number as the "From" number.
- In the "To" field, enter the WhatsApp number you created earlier.
- In the "Body" field, enter the text
{{ form_values.{ field_name } }}where{ field_name }is the name of the WhatsApp field you created earlier. - Save the flow.
Step 6: Test the Integration
- Go to your WordPress website and submit the form with the WhatsApp field.
- Twilio will receive the form submission and send a WhatsApp message to the number you configured earlier.
- The message will include the value entered in the WhatsApp field.
Step 7: Configure WhatsApp Notifications
- Go to your WhatsApp Business dashboard and click on "Notifications".
- Click on "Create a new notification".
- Enter the text
{{ form_values.{ field_name } }}where{ field_name }is the name of the WhatsApp field you created earlier. - Set the notification type to "Message" and enter the WhatsApp Business phone number in the "From" field.
- Save the notification.
Step 8: Test the Notification
- Go to your WordPress website and submit the form with the WhatsApp field.
- WhatsApp will send a notification to the number you configured earlier with the value entered in the WhatsApp field.
By following these steps, you have successfully connected Gravity Forms with WhatsApp via Twilio. This integration enables your website visitors to send messages to your business through WhatsApp, improving customer engagement and conversion rates.
Here is an example of how to configure Connect Gravity Forms with WhatsApp via Twilio:
Twilio Account Settings
To use Twilio, you need to create an account on their website. Once you have an account, go to the "Phone Numbers" section and purchase a new phone number or select an existing one. Make a note of the Account Sid and Auth Token, as you will need these to configure Gravity Forms.
Twilio Phone Number Settings
In the "Phone Numbers" section, find the phone number you purchased or selected and click on the "Details" button. Make a note of the "sid" and "auth_token" values, as you will need these to configure Gravity Forms.
Gravity Forms Settings
In the Gravity Forms settings, navigate to the "Add-ons" tab and click on "Twilio". Click on the "Connect" button to connect your Twilio account to Gravity Forms.
Twilio Configuration
In the Twilio configuration section, enter the following information:
- Account Sid: [your Account Sid]
- Auth Token: [your Auth Token]
- Phone Number: [your Twilio phone number]
WhatsApp Settings
In the WhatsApp settings section, enter the following information:
- WhatsApp Business Number: [your WhatsApp Business Number]
- WhatsApp Message Endpoint: [your Twilio phone number]
Form Settings
In the form settings, navigate to the "Notifications" tab and click on the "Add Notification" button. Select "Twilio" as the notification type and choose the form and notification type you want to use.
Here are the key features of Connect Gravity Forms with WhatsApp via Twilio:
- No redirects: Get notified instantly without redirecting to WhatsApp!
- Easy setup: Simple setup that allows you to send a direct WhatsApp message from your contact form.
- Customizable numbers: Allow you to have a different number for each Gravity Form.
- Customizable messages: Use different messages for each WhatsApp notification.
- No email checks: No need to check your emails and get notified on your WhatsApp instead.
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