To use this plugin with the Gravity Wiz perk called “Gravity Forms Post Content Merge Tags”, follow these steps:
- Install Gravity Forms, and Gravity Forms Post Content Merge Tags: Ensure that you have installed and activated Gravity Forms, and that you have installed and activated the Gravity Wiz perk called “Gravity Forms Post Content Merge Tags”.
- Create and configure your Gravity Forms form: Create your form, containing the fields that you want to be inserted into your output or that will determine whether conditional content is inserted into the output.
- Create a confirmation page and add shortcode: Create a new page in WordPress to serve as the page where the form confirmation message will be displayed. This is where you can create output that depends on what someone has entered into your Gravity Forms form. Use the merge tags provided by Gravity Wiz to display form inputs dynamically on this page. See the Gravity Wiz instructions at: https://gravitywiz.com/documentation/gravity-forms-post-content-merge-tags/ You can also use standard Gravity Forms conditional merge tags to conditionally include content on this page depending on conditions you set that relate to what a person has entered into the form. See the Gravity Forms documentation here: https://docs.gravityforms.com/conditional-shortcode/ If you need to test against more than one condition when using conditional shortcodes, install and use Gravity Forms Advanced Conditional Shortcode which you can find here: https://gravitywiz.com/gravity-forms-advanced-conditional-shortcode/
- Implement the shortcode: On the page you’ve just created, include the Download for Word shortcode where you want the “Download for Word” link to appear. This will allow users to download the confirmation message as a Word document. Usually the best place to put the shortcode is at the bottom of your page.
- Configure your form’s confirmation page: Now configure your form’s confirmation (you do this in the form’s Settings > Confirmations) to have the ‘Page’ confirmation type. Select the page you created in the previous step, and then click ‘Save Confirmation’.
- Test: Test the setup by submitting a form and following the link to the redirect page. Ensure that the merge tags are correctly replaced with the actual data and that the “Download for Word” link generates a Word document with the correct content.