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Gravity Forms to Help Scout – documentation

This plugin has been retired, we can still help with support but it’s not available for new users.

This plugin is an add-on for Gravity Forms.

Once configured it allows any form to automatically insert a new ticket into the HelpScout.net help desk system.

Getting Started:

1. Download and install the plugin via the WordPress Dashboard

2. Go to the WordPress Dashboard, click Forms and select HelpScout Add-On. Configure your license and Activate.

gravity form to Hellp Scout license

Setup a form to send to HelpScout:

Go to the WordPress admin panel, click Forms  hover your mouse to the gravity form you would like to configure. Choose HelpScout Add-On under Settings drop-down options.

form setting helscout

Choose to enable the HelpScout add-on for this form by clicking “Check this box to send form entries to HelpScout“

Select which HelpScout Mailbox you will use. The mailbox you select here will receive all the entires from this form. You can also control HelpScout’s auto reply and set which conversation type to use (email, chat or phone).

field mapping

Set appropriate Field Mapping to each of your form fields then click Save HelpScout Mappings.

configure field mapping

If you have a number of fields going to the same location, set the order by placing an order number in the Field Order. For example: if you have 2 fields selected to go to the Conversation From Name you can determine the order by placing a 1 and 2 in the field order column.

field order

Now test your gravity form!

test form

You will see your Gravity Forms confirmation message.

thankyou message

Go back to your gravity form then click entries.

check entries

You should see your test message inside the entries section of the Gravity Forms interface.

receive entry

Log-in to your HelpScout Account then go to your HelpScout Dashboard, click Mailboxes. Choose the Mailbox you used in Gravity Forms Add-On settings.

helpscount admin

You will be redirected to your mailbox manager.

You should see your test message to verify that it is working.

check message

Working with attachments

From version 1.0.4 up the plugin supports sending file attachments from a form into Help Scout.

View this blog post for a walk through on how to use this functionality.

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