BL Digital Guidelines & Policies

2

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

Integrate Asana with Gravity Forms

28

• 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
• 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
• Explanations & Concepts
  • OAuth and Scopes
  • Permissions & Workspaces
  • How Feeds Run
  • Performance Considerations
• 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
• Changelog/Roadmap
  • Roadmap
  • Changelog

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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 Mass Email Notifications For Gravity Forms
  • Build a Front-End “Trigger” Form for Non-Admin Staff
  • Create a User Preferences Form (Premium)
  • Import a CSV List and Personalize with Merge Tags
  • Segment Recipients with Target-Form Conditional Logic
  • Send an Update to Everyone Who Used Another Form
  • Set Up a Double Opt-In Workflow (Premium)
  • Use Populate Anything for Dynamic, Person-Specific Emails
  • Using Target-Form Merge Tags
• 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
• 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
• Changelog / Roadmap
  • Roadmap
  • Changelog

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GravityOps Search

6

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

Kanban View for GravityView

7

• Getting  Started
  • Kanban View for GravityView
  • How KV4GV Complements GravityView & Gravity Flow
• Setup Configuration Kanban View For Gravityview
  • Quick Start & Setup
  • Board & Card Configuration
• How To Guides Use Cases Kanban View For Gravityview
  • Build a Pipeline Board from a Status Field
• Changelog & Roadmap
  • Roadmap
  • Changelog

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