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How Gravity Forms and Give Work Together: A Case Study

Steps for Change raised over $14,500 and walked over 6 million steps.
2 Dogs Design wanted to enable peer-to-peer functionality. What was the solution? Give and Gravity Forms -- they are better together.

Jill Caren, owner of a nonprofit website design agency, recently completed a case study for the project, Steps for Change.

Her agency, 2 Dogs Media, wanted to enable peer-to-peer functionality. What was the solution? Give and Gravity Forms — they are better together.

Cause: Steps for Change

The Steps for Change initiative will be live on the website from September 1 – October 12, 2017.

To operate a nonprofit or cause marketing site on WordPress and make it a success, you need a mix of plugins in addition to Give. We are often asked if Give and Gravity Forms can work together to power a campaign. Jill Caren, a WordPress agency owner, developed a customer application for Steps of Change to do just that — make Gravity Forms and Give work together.

Steps for Change is an annual campaign that mobilizes HealthBridge supporters around the world to walk, run, or roll in solidarity with women in Nepal and Vietnam who need better access to health and nutrition for them and their children.

Participation in Steps for Change raises essential awareness and funds that help bring better health services and nutrition closer to home for vulnerable mothers and children in Nepal and Vietnam. Step up with us to support women and children in Nepal and Vietnam.

The Agency

2 Dogs Media, LLC is a digital agency that specializes in nonprofit website development and SEO/SEM strategies.

Plugin: Give
Integrations: PayPal Standard, PDF Receipts

Give And Gravity Forms Integration

The website had some complex needs with a small budget and 2 Dogs Media reviewed several options before deciding on Give as the core component for this initiative and to keep costs low.

Having worked with Give before, 2 Dogs Media was familiar with the flexibility the plugin offered and believed it would fulfill all the client’s needs.

The client needed the ability for people to register for the initiative as either a Team, Individual, or to Join A Team – these registrations needed to create a Give single donation form post so each registrant would have their own fundraising page to promote. The fundraising pages needed to have an image, allow for custom text as well as a donation goals option for registrants and, of course, social sharing was also a must.

In addition, each of the forms needed to have a registration fee and optional donation amount that would be applied to the donation goal amount.

Making Gravity Forms and Give Work Together

2 Dogs Media used Gravity Forms to send the registrant information to populate a new Give donation form in draft mode. That allows the site admins to see that a new peer-to-peer campaign was created, but the admin would have to publish it first. Once the admin publishes the post, all the registrant’s info appears as a Give donation form, including the donations made by the registrant.

On the home page we have a list of the top fundraisers as well as the top step takers which is pulled from the additional functionality noted below.

Additional Functionality

One of the other unique aspects to this website was the need for registrants to be able to track their steps walked during the campaign. Once someone registers, they can login and be taken straight to a “Enter Your Steps” page where they can add the steps they have walked and the date they walked them.

If the person submitting the steps is part of a team, their name and steps taken will be shown on the team fundraising page so they can see which team member has walked the most. While Give is not part of this specific implementation, it is just a reminder of the unique ways you can use Give to raise funds and inspire a little healthy competition!

Would you like to see the site?

2 Dogs Media has the development version of the website available for anyone who would like to test out the process. Please visit this site and click register; no live donations are being accepted!

This post was a contribution from Jill Caren of 2 Dogs Media, LLC.

This campaign has ended. It resulted in over $14,500 raised and over 6 million steps walked.

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13 Responses

  1. This sounds really interesting. Thanks for sharing! Do you think it has to be necessary to have the Give donation form come in as a draft, when the user registers?

    It seems like in many cases you would want to registrant to be able to publish and go without an admin having to publish.

    1. It really depends on your goals, but generally I recommend setting it to draft for a quick review simply because you don’t want spam submissions to just get pushed live. Thanks!

  2. HI Kalman – the client wanted to review them before they went live to make sure they were valid registrants – but it would be just as easy to have it set to Published if you want! We do a lot of user submitted posts on client websites and some do like them to go live — others prefer draft.

    1. Sorry I did not see this sooner Ocasio — we are currently updating the platform for the 2018 year — and once it is done I will see if we can get a video tutorial together to share!

  3. Greetings one and all,

    Now you may have already answered this but, for what reasons did you choose Gravity over GiveWP and their suite of form related opportunities? The reason I ask is that the only real weakness I have found in GiveWP is from the standpoint of styling.

    Also, in the event I do follow suit, do you know of any detailed directions that could be utilized?


    1. Hey Matthew – Now that 2.0 is out the door, we’re going to be working hard to make sure we bring much more options to the frontend in terms of form styles and layouts. More on that coming soon!

    1. Hi Peter!

      Thanks for the question. We reached out and found out that this campaign was a success. They raised more than $14,500 and collectively walked over 6 million steps.

  4. Guys I asked asked the wp Give support on support how to connect Gravity form with WP give exactly for the same reason as above … but i got a response to follow the tutorial for caldera forms… anyone else know how to do the above job ? I have the full packages for both plugins…

  5. Trying to do something similar now but the Advanced Post Creation add-on for Gravity Forms does not present give_forms as a post type option for some reason. Has something changed in Give since this was written that prevents Gravity from discovering its post type?

    1. That’s a good question, Scott. I chatted with Carl from Gravity Forms, the UI to choose Give forms absolutely should be there. I’m working on a follow-up tutorial specifically for Gravity Forms and P2P functionality so I’ll keep you posted on that.

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