Sometimes a full ecommerce package is overkill. This presentation demonstrates some examples of using Gravity Forms for simple transactions

1. phasecreative.com.au @phasecreative
Simple online
transactions using
Gravity Forms

2. phasecreative.com.au @phasecreative
āā Gravity Forms is a premium WordPress plugin used
originally for contact forms, but in a more general
sense, it allows site owners to create forms to collect
information.
āā Gravity Forms can be used for contact forms,
WordPress post creation, calculators, employment
applications and...
āā Yep, you guessed it:
Simple online transactions :)
WHAT?
What is Gravity Forms?

3. phasecreative.com.au @phasecreative
WHERE?
www.gravityforms.com

4. phasecreative.com.au @phasecreative
WHY?
For low-volume items, a
simple solution may be best
Example scenarios:
āā You or your client is only selling a few items
āā You are selling a service and need custom information
from your client
āā You wish to setup a recurring billing arrangement
easily and securely without the ‘faff’

5. phasecreative.com.au @phasecreative
HOW?
This is the fun bit!
gravityforms.com paypal.com stripe.com
Gravity Forms devleoper addons

6. phasecreative.com.au @phasecreative
1. Sell a webinar
2. Sell a gift certificate
3. Sell a subscription to your service
where you get paid monthly
HOW?
3 use-case examples

7. phasecreative.com.au @phasecreative
Basic Steps
āā Set up your sales form
āā Install developer addon for chosen service
āā Connect to your service of choice (paypal or stripe)
āā Decide if tax is applicable and where
āā Set up the IPN* and test form
āā Sell Sell $$$$$$$$ell your heart out :-)
HOW?
Sell a webinar

8. phasecreative.com.au @phasecreative

9. phasecreative.com.au @phasecreative

10. phasecreative.com.au @phasecreative
Basic Steps
āā Set up your sales form
āā Connect to your service of choice (paypal or stripe)
āā Install developer addon for chosen service
āā Decide if tax is applicable and where
āā Include conditionals for gift certificate
āā Include a personalised message to client and seller
HOW?
Sell a gift certificate

11. phasecreative.com.au @phasecreative

12. phasecreative.com.au @phasecreative
Basic Steps
āā Set up your form
āā Decide if tax is applicable and where
āā Install developer addon for chosen service
āā Connect stripe feed and ensure subscriptions is
chosen
āā Include a personalised message to client and seller
āā Follow up with ‘next steps’ redirect after payment
HOW?
Sell a subscription service

13. phasecreative.com.au @phasecreative

14. phasecreative.com.au @phasecreative

15. phasecreative.com.au @phasecreative
Tips
āā Can only use 1 paypal IPN per site
āā Tax can be tricky - make sure you don’t double dip
āā Addons only available on developer licence
āā Include a personalised message to client and seller
āā Follow up with ‘next steps’ redirect after payment
WHEN?
Best for low-volume of
products and services

16. phasecreative.com.au @phasecreative
Thank you :-)
Cath Hughes runs Phase Creative, a Sydney
based web agency specialising in bespoke
small business sites. She’s also a WordPress
tutor and a coach with WP elevation.
Web: phasecreative.com.au
Twitter: @phasecreative
Email: cath@phasecreative.com.au
Phone: 02 8405 7969
Location: Sydney