When a person submits a form that is linked to a template, they need to be taken to a confirmation page that contains the document download and/or email options. There are three available shortcodes for these options, which can be found at Forms > GFMerge Shortcodes. They are as follows:
This requirement means that you need to set a confirmation page for your form, in the [Form] > Settings > Confirmations area (this is a Gravity Forms form setting for your specific form, not a GravityMerge setting).
When you activate GravityMerge, the plugin automatically creates a page called ‘Gravity Merge Confirmation’ that contains the default shortcode option of:
You can use this ‘Gravity Merge Confirmation’ page as your form confirmation page if you like. Alternatively, you can create your own page (using normal WordPress Add Page functionality) and add your preferred shortcode to it.
In either case, you need to edit the settings for the default confirmation by selecting a confirmation page that contains the GravityMerge shortcode in the [Form] > Settings > Confirmations area, like this (in this example, the confirmation page that’s been set up is called ‘Your privacy statement’):
In the example above, after editing the default confirmation settings as above, the Confirmations screen looks like this:
That’s it for this step. As an aside, though, please note that, once you start using the plugin, you will see that it creates a page called “Document delivery result”. The plugin creates this automatically and it updates its content automatically depending on whether a user selects download or email delivery. Please don’t edit or delete this page.