Marketing Cloud feed actions

To send Gravity Forms submission to Marketing Cloud, Feed actions must be set up. It is possible to set multiple actions at different times during a submission based on the conditional logic.

Follow the steps below to create a link between a form and Marketing Cloud:

1. Go to Settings of the Gravity Forms form and click on the tab  Marketing Cloud.
2. Click on the button Add new to add a new action.

The screen below will then appear:

3. Enter a recognizable name for this Feed action in the Action name field.
4. Choose a moment of execution for the action. A Marketing Cloud Feed action can be executed at 3 different moments:
   • Immediately after filling out the form
     This is the moment right after a new Gravity Forms submission is created. This action takes place in the visitor’s browser.
   • After a matched Findock v2 Webhook call (e.g. Contact/Account found)
     Findock v2 notifies the website underwater through a Webhook when it has created or found a Contact and Account. If you choose this moment, a call will be sent to Marketing Cloud at that moment. This happens asynchronously with the Gravity Forms submission.
   • After a successful payment
     Findock v2 notifies the website underwater through a Webhook when a transaction has been successfully completed in Salesforce. Choose this moment if you only want a call to go to Marketing Cloud if the payment is successful.
5. Choose the type of Marketing Cloud call
6. Once you have selected a call type, a dropdown will appear with a list of all events currently available in Marketing Cloud. Please select an event to continue.
7. At Feed condition you have the option to set conditions for the action. For example, you will not execute an action until a certain field is filled out in the form.
8. Click on Save Settings to save everything.

If a Data Extensions is found for the selected event, a list of all available Data Extension fields will appear after saving:

Finally, link the correct Data Extension fields to the Gravity Forms fields. Fields with a red asterisk (*) must be mapped otherwise an error will occur at the API call.

Submissions

Notes are saved on submissions when Marketing Cloud API calls are made. This way you can always see which actions have taken place with certain submissions: