Quick Start

Last Updated: February 9th, 2024

Download, install and activate Gravity Forms Email Customizer

  1. Download the plugin from your accounts page.
  2. In your WordPress dashboard go to Plugins > Add New Plugin.
  3. Select the Upload Plugin button at the top of the page.
  4. Select Choose File and locate the downloaded .zip file.
  5. Select Install Now and choosing the .zip file.
  6. Select Activate Plugin.

The plugin is now installed and active! Don’t forget to add and activate your license to the Settings > Metaphor Licenses page to receive plugin updates directly on your site. Licenses can be found on your accounts page.

Create a new template

  1. In your dashboard, go to Forms > Email Templates.
  2. Select Add New.
  3. Give your template a title where it says “Add title“.

Adjust the template settings (optional)

  1. Click on the Template Settings toggle in the sidebar (Make sure Email Template is select at the top of the sidebar).
  2. Adjust the overall content width (default of 600px) of the template, add some padding around it and add background and global text colors.

Swap out placeholder images and url

  1. Click on the images in the template and select Replace.
  2. Choose Open Media Library to upload and select images from your Media Library.
  3. Or, choose Upload to select images directly from your computer.
  4. After inserting your image, use the Custom Width setting in the sidebar to adjust the width of your images.
  5. Click on the url text at the bottom of the template.
  6. Select the pencil icon to adjust the text and the url attached to the link.

Additional customizations and saving the template

The previous steps are meant to get you up and running as quickly as possible, creating a very basic email template. There are many more customizations you can make to the template, including adding additional blocks, removing or adjusting current blocks, setting font sizes and colors, adding padding, and more! View other help articles to learn more about the various blocks and their settings.

The final step with your template is to publish and save it. Click the Publish button on the top right of your screen to publish your template and start using it with your notifications!

Add your template to a 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.

Preview your template with real entry data

  1. While editing the same for you added the template to, 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.

Additional resources

Use the links below for more information and guidance on adding blocks. Keep in mind that these articles are general information related to the WordPress Editor and building with blocks. Gravity Forms Email Customizer does not utilize all blocks or functionality due to the limited capabilities of emails.

WordPress Editor