Gravity Forms

Effortlessly link your custom email templates to Gravity Forms notifications. Set a global default template for all forms, or assign unique templates to individual notifications. Easily map form fields to your templates for dynamic, personalized emails that match your brand.

Enable the Gravity Forms integration

On the Email Templates > Settings > Integrations screen, click the toggle element in the Gravity Forms panel to enable Gravity Forms. Click Save Settings to save this change.

Add a default notification template

You can set a template that will be used for all notifications by default. If you have specific templates you want to use with specific notifications you can set those individually in the notification settings for each form.

1. In your dashboard go to Email Templates > Settings > Integrations.
2. Select the gear icon in the Gravity Forms panel to open the settings modal.

3. Use the dropdown to select a template to use as your default template. Once a template is selected you can quickly edit or preview that template by click the buttons that appear.
4. Be sure to close the modal and click Save Settings to save your changes.

Add a template to a specific Gravity Forms notification

1. In your dashboard go to Forms > Forms and click on one of your forms.
2. Hover over the Settings tab at the top and select Notifications.
3. Click on one of your notifications.
4. Scroll down to the bottom and select the dropdown labeled “Email Template“.
5. Select the template you want to use and click Update Notification.

Mapping custom merge tags to your forms

1. In your dashboard go to Forms > Forms and edit one of your forms.
2. Hover over the Settings tab at the top and select Email Customizer.
3. You’ll see a list of drop downs that reflect the mapped fields you have configured.
4. Select each of the drop downs and choose the appropriate field you want the merge tag to use to populate with data.
5. Select Save Settings.

Preview your template with real entry data

1. While editing your form, select the Entries tab at the top of the page.
2. Preview on your site.
   • Hover over the data in the first column of your entries list and you’ll see a link similar to “Preview Notification“. If you have multiple notifications you’ll see links for each one.
   • Click on one of these links to open a new tab showing a preview of the template populated with that entry’s data.
3. Send an email to yourself.
   • Click on the text in the first column to edit an entry.
   • In the Notifications section on the right side of the screen select the checkbox next to the notification you want to preview.
   • Add your email in the “Send To” field. *If you do not add a custom email here, the email will send to the original notification recipient.
   • Select Resend.