Make sure that both Gravity Forms and MemberPress are properly installed. You can only use our plugin, Gravity Press, to integrate these two once they are successfully installed.
Video Overview:
Step by Step Instructions
IMPORTANT : Before creating your form and setting up your feeds; to properly set up Gravity Press 3.0 , please configure your payment settings in MemberPress as well. Whether you are using Stripe or PayPal, make sure that the MemberPress Stripe webhooks and PayPal IPN URL are integrated correctly. You can do this by going to MemberPress -> Settings -> Payment.
Gravity Press 3 Setup for Recurring Payments using Gravity Forms 2.5x
Here’s a step-by-step tutorial on how to successfully set up Gravity Press 3 for recurring payments.
- Create your registration/signup form.
The important fields that need to be added in a simple registration Gravity form are the ff:
- Name
- Product – Below are instructions on how to properly set your Product label.
- Add the Product field and then change it from Single Product to Radio Button.
- Rename the Product field label.
- Check the box for show values so that it would show both the value and the price of the choices.
- Then, proceed with clicking on the Bulk Add/Predefined Choices – this would allow you to have access to the MemberPress levels you have already set up as well as their specific ID.
- After clicking on the Bulk Add button, a new box will pop up, scroll down to MemberPress and select the memberships you’d want to add to your form. Drag your cursor all over those MemberPress levels and click on Insert Choices.
Inserting Predefined Choices to your Product Field with Gravity Forms 2.5
IMPORTANT: Since this is a setup for recurring payments, make sure that your MemberPress memberships’ billing type is set to: Recurring
- Lastly, set up the prices. Please also make sure that the value is the slug of the membership level.
- Lastly, set up the prices. Please also make sure that the value is the slug of the membership level.
- Total
- Credit Card (optional – depending on they type of Payment collection method you’re using. Add this to your Gravity Form, if your Stripe payment settings is set to Gravity Forms Credit Card Field. For PayPal Standard and Stripe Payment Form, you do not have to add a credit card field. )
- To set up your Payment Collection Method, please go to Gravity Form -> Settings > Stripe/PayPal
- To set up your Payment Collection Method, please go to Gravity Form -> Settings > Stripe/PayPal
- Add the Product field and then change it from Single Product to Radio Button.
- Under the Stripe Feed settings that you will be setting up later, make sure that you set the transaction type to Subscription for recurring payments. The payment amount should also be the amount on your Form Total. The billing cycle on the other hand, should always match the interval of the MemberPress membership you’ve added to your form.
The same settings should be applied for the PayPal feed.
2. Set up your Gravity Press feed. To do this, go to your Form Settings and select Gravity Press.
- Add a new feed. Under the Value column, select the product field where you have added your MemberPress levels in. You do not have to add separate MemberPress Field for each MemberPress level you have since it’s already taken care of in the Product field you have previously created. You have to use one row per form field if you want to add a user to multiple levels at once.
In this example, I choose the field “Choose MemberPress Level” because this was the field label of the Product field I have created. Hit on Update Settings to save the feed.
* Advanced Options on Gravity Press Feed settings is only available in Gravity Press Pro and Developer versions*
You can verify that the new feed you have set is Active if the toggle icon is green. You can simply disable it by clicking on the same icon.
3. Then we can proceed with creating a new “User Registration” feed to register your new users. For more information on how to set up this add-on, please refer to this page or contact Gravity Forms tech support team as this is their support.
If you are using the form for logged-in users there is no need to create a User Registration feed unless if you need your logged-in users to update their profile through this Gravity Form, in which you will have to select the option for Update User. If you are using both for the registration of new user and updating of membership level for logged-in users, please see this article on how to disable the user registration feed for logged-in users.
- Choose Create User if you want to register the form submitter to your site.
4. Lastly, set up your payment settings by configuring or creating new feed for PayPal or Stripe.
Gravity Press 3 Setup for Recurring Payments using Gravity Forms 2.4x
Here’s a step-by-step tutorial on how to successfully set up Gravity Press 3 for recurring payments.
- Create your registration/signup form.
The important fields that need to be added in a simple registration Gravity form are the ff:
- Name
- Product – Below are instructions on how to properly set your Product label.
- Add the Product field and then change it from Single Product to Radio Button.
- Rename the Product field label.
- Check the box for show values so that it would show both the value and the price of the choices.
- Then, proceed with clicking on the Bulk Add/Predefined Choices – this would allow you to have access to the MemberPress levels you have already set up as well as their specific ID.
- After clicking on the Bulk Add button, a new box will pop up, scroll down to MemberPress and select the memberships you’d want to add to your form. Drag your cursor all over those MemberPress levels and click on Insert Choices.
IMPORTANT: Since this is a setup for recurring payments, make sure that your MemberPress memberships’ billing type is set to: Recurring- Lastly, set up the prices. Please also make sure that the value is the slug of the membership level.
- Lastly, set up the prices. Please also make sure that the value is the slug of the membership level.
- Total
- Credit Card (optional – depending on they type of Payment collection method you’re using. Add this to your Gravity Form, if your Stripe payment settings is set to Gravity Forms Credit Card Field. For PayPal Standard and Stripe Payment Form, you do not have to add a credit card field. )
- To set up your Payment Collection Method, please go to Gravity Form -> Settings > Stripe/PayPal
- To set up your Payment Collection Method, please go to Gravity Form -> Settings > Stripe/PayPal
- Add the Product field and then change it from Single Product to Radio Button.
- Under the Stripe Feed settings that you will be setting up later, make sure that you set the transaction type to Subscription for recurring payments. The payment amount should also be the amount on your Form Total. The billing cycle on the other hand, should always match the interval of the MemberPress membership you’ve added to your form.
The same settings should be applied for the PayPal feed.
2. Set up your Gravity Press feed. To do this, go to your Form Settings and select Gravity Press.
- Add a new feed. You do not have to add separate MemberPress Field for each MemberPress level you have since it’s already taken care of in the Product field you have previously created. In this example, I choose the field “Choose Membership” because this was the field label of the Product field I have created. Hit on Update Settings to save the feed.
* Advanced Options on Gravity Press Feed settings is only available in Gravity Press Pro and Developer versions*
You can verify that the new feed you have set is Active if the toggle icon is green. You can simply disable it by clicking on the same icon.
3. Then we can proceed with creating a new “User Registration” feed to register your new users. For more information on how to set up this add-on, please refer to this page or contact Gravity Forms tech support team as this is their support.
If you are using the form for logged in users there is no need to create a User Registration feed .
- Choose Create User if you want to register the form submitter to your site.
4. Lastly, set up your payment settings by configuring or creating new feed for PayPal or Stripe.
Now, you’re all set! If you have other questions or need further assistance in setting up your form, feel free to submit a ticket and we’d be happy to assist you.