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BrightLeaf Digital
BrightLeaf Digital
  • About
  • Plugins
    • GravityOps Bundle
    • Integrate Asana with Gravity Forms
    • Mass Email Notifications for Gravity Forms
    • Recurring Form Submissions
    • Kanban View for GravityView
    • Global Variables
    • Folders4Gravity (free!)
    • GravityOps Search (free!)
  • Snippets
  • Agencies
  • Contact
  • 👤
BrightLeaf Digital
  • About
  • Plugins
    • GravityOps Bundle
    • Integrate Asana with Gravity Forms
    • Mass Email Notifications for Gravity Forms
    • Recurring Form Submissions
    • Kanban View for GravityView
    • Global Variables
    • Folders4Gravity (free!)
    • GravityOps Search (free!)
  • Snippets
  • Agencies
  • Contact
  • 👤

BL Digital Guidelines & Policies

2
  • Using the Plugin on a Client Site
  • BrightLeaf Digital Refund Policy

Integrate Asana with Gravity Forms

30
  • Getting Started
    • Integrate Asana with Gravity Forms — Welcome & Overview
    • Finding the Plugin in Your Dashboard
  • Setup
    • Connect Asana (OAuth)
    • Create Your First Feed (5-Minute Quickstart)
  • Settings Reference
    • Feed Settings — Name, Conditional Logic & Trigger
    • Asana Task Settings Reference
    • Feed Triggers
    • Mapping Custom Fields
    • Workflow Steps — Create Task
    • Workflow Steps — Update Task
  • How-to Guides
    • Use Conditional Logic to Route Tasks
    • Choosing the Right Feed Trigger
    • Attach File Uploads to Tasks
    • Use Asana Custom Fields as Automation Signals
    • Workflow Steps: Create Task
    • Workflow Steps: Update Task
  • Troubleshooting
    • Known Limitations
    • Basics
    • Reconnecting / Resetting Credentials
    • Task Creation Failed → Backup Task Behavior
    • Items Not Showing in Drop-downs
    • Feed Page Unavailable
    • Task Description Caused Errors
    • Duplicate Tasks
  • Explanations & Concepts
    • OAuth and Scopes
    • Permissions & Workspaces
    • How Feeds Run
    • Performance Considerations
  • Changelog/Roadmap
    • Changelog
    • Roadmap

Mass Email Notifications for Gravity Forms

48
  • Getting Started
    • Mass Email Notifications — Welcome & Overview
    • Finding the Plugin in Your Dashboard
    • Before You Begin: Email Limits & SMTP
    • How Batches Are Created & Sent (5-Minute Delay)
    • Recommended Setup Pattern — Master Control Notification Form
  • Setup
    • Configure Global Send Limits (Throttling)
    • Create Your First Feed (5‑Minute Quickstart)
    • Using a GF Notification as Your Email Template
    • Schedule Batches for a Future Date
  • Settings Reference
    • Workflow Step
    • Global Settings — Limits Reset Rules, Old Batch Cleanup, Cron Toggle & Next Run
    • Unsubscribe Settings (Free Version)
    • Unsubscribe & Preferences Settings (Premium Version)
    • Double Opt-In Settings (Premium Version)
    • Feed Settings — Name, Label, Dedupe, Completion Email
    • Choose Target Form & Email Field
    • Email Settings — From, Reply-To, Subject, Message, Merge Tags
    • Unsubscribe & Preferences Merge Tags Reference
    • Merge Tag Fallbacks & CSV Column Mapping
    • Schedule Based on Date Field
    • Conditional Logic — Feed Form vs. Target Form
    • CSV Ingestion
  • How‑to Guides
  • Troubleshooting
    • Basics
    • Batches Not Sending / Cron Not Running
    • Preview Shows 0 Recipients with Target-Form Filters (Premium)
    • Troubleshooting Unsubscribe & Preferences Issues
    • Hitting Rate Limits
    • Emails Going to Spam
    • Entries/Batches Missing After Deletions
  • Explanations & Concepts
    • Understanding Double Opt-In
    • Understanding the Unsubscribe and Preferences System
    • How Batching & Cron Work
    • Throttling Models Explained
    • Deduplication Strategy
    • Batch Statuses & Actions
    • What Gets Logged
    • Limitations & Design Trade‑offs
    • Security & Permissions Considerations
  • Changelog / Roadmap
    • Changelog
    • Roadmap

GravityOps Search

6
  • Nesting Shortcodes
  • Using Search Operators
  • Multi-Input Field Support
  • General Notes
  • The Display Attribute
  • Changelog

Kanban View for GravityView

7
  • Getting  Started
    • Kanban View for GravityView
    • How KV4GV Complements GravityView & Gravity Flow
  • Setup & Configuration
    • Quick Start & Setup
    • Board & Card Configuration
  • How‑to Guides / Use Cases
  • Changelog & Roadmap
    • Changelog
    • Roadmap

Recurring Form Submissions for Gravity Forms

10
  • Getting Started
    • Welcome & Overview
    • Finding the Plugin in Your Dashboard
  • Setup
    • Creating Your First Recurring Feed (Quickstart)
  • Settings Reference
    • Plugin Settings Page
    • Feed Settings
    • Entry Page
    • Notifications, Alerts & Shortcodes
  • Explanations & Concepts
    • Lifecycle, Scheduling, Deletion & Edge Cases
  • Changelog/Roadmap
    • Roadmap
    • Changelog

Global Variables

7
  • Getting Started
  • Creating and Using Variables
  • Nesting Variables
  • Using Variables in Conditional Logic
  • Developer Notes
  • Roadmap
  • Changelog

Folders4Gravity

7
  • Getting Started with Folders4Gravity
  • Getting Started with Folders
  • Folder Management
  • Inside a Folder
  • Admin Dashboard Widgets
  • Frequently Asked Questions
  • Changelog
View Categories
  • Home
  • GravityOps Documentation
  • Mass Email Notifications for Gravity Forms
  • Explanations & Concepts
  • Security & Permissions Considerations

Security & Permissions Considerations

Because mass emailing carries risk, it’s important to control who can trigger sends and how.


Front‑End Trigger Forms #

  • Safest way to let non‑admin staff send campaigns.
  • Embed the Master Control Notification Form on a hidden front‑end page.
  • Restrict access so only trusted roles can see and submit it.

Role Restrictions #

  • Use a role editor or membership plugin to limit access by capability.
  • Prevents unauthorized users from seeing or editing form settings.

No Backend Access #

  • Staff should not need access to Gravity Forms feeds or settings.
  • Keep those in admin control to avoid misconfiguration.

Audit & Logging #

  • All sends are logged on entries and in batch details.

By setting clear permission boundaries and using front‑end trigger forms, you can safely delegate sending while protecting your site and reputation.

Updated on September 8, 2025

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Table of Contents
  • Front‑End Trigger Forms
  • Role Restrictions
  • No Backend Access
  • Audit & Logging

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  • About
  • Plugins
    • GravityOps Bundle
    • Integrate Asana with Gravity Forms
    • Mass Email Notifications for Gravity Forms
    • Recurring Form Submissions
    • Kanban View for GravityView
    • Global Variables
    • Folders4Gravity (free!)
    • GravityOps Search (free!)
  • Snippets
  • Agencies
  • Contact
  • 👤