The First Gravity Forms Summit

[00:00:00] Five, four, three, two, one.

Hey, Gravity Formers, it's Monday, October 30th. I'm still campaigning for you to take the Breakdown podcast survey, and we're going to explore how me and the Gravity Forms team are trying to get freelancers and agencies ready for 2024. It's Breakdown, a Gravity Forms podcast.

November 15th at 11 a. m. Eastern to 2. 30 p. m. Eastern. I'm hosting a half day summit for Gravity Forms. There are six 20 minute presentations lined up. Each will have a 10 minute live Q& A. It's called the Gravity Forms Summit Exploring Agency and Freelancer Opportunities in WordPress. With 2024 right around the [00:01:00] corner, headed into the holiday season, there's always two things that happen at this time of year.

One, clients aren't making any big decisions, perhaps not even spending any money with you. And two, the downtime allows us to collect our thoughts and plan ahead for our services business headed into a new year. You might remember I'm a former recovering agency owner of a decade, so I know this time intimately.

Join us for free on our YouTube channel or Facebook group to watch the live stream and gain some interesting insights into how your business can really benefit by using Gravity Forms at the heart of your offering. Panelists will be yours truly, some folks from the team, products in our certified developer program, and Kathy Zant, formerly of Cadence Theme, now at WebDevStudio's WordPress agency.

There's something here for everyone, with a goal of having you walk away with a new opportunity for you and your clients. Maybe it's discovering something Gravity Forms does that you didn't previously know about, or how using an add on from Gravity Whiz opens up a whole new [00:02:00] revenue channel for you. But if you will allow me, I'd like to give you a sneak peek of opportunity for Gravity Forms for you, the faithful listener of this podcast.

If you're looking to leverage Gravity Forms in the new year, I would start with offering payment solutions for non profits. That's what I would do if I was looking for new ways to leverage Gravity Forms and all of its offerings for a new set of clients for my WordPress agency, had I be running one, uh, next year.

Leveraging Stripe or PayPal to build out donation forms and membership sites for non profits is a fantastic use case for our plugin. As an agency owner, you can also offer Gravity Forms to your clients using our non profit discount, so it's a win win for everyone. You get to use the product, they get to purchase a non profit discount, that way you don't have to worry about having them pay full price for a license.

Focusing on building bespoke payment solutions for memberships, digital products, associations, [00:03:00] sky is the limit when it comes to leveraging our plugin for these areas.

Again, it's an area we're investing into heavily in the future, in the product, in the dashboard, in the usability, so you know you can lean on our product plus the expert support to keep your customer and team headed. in the right direction. If I'm looking for something else, next I'd focus on offering more marketing funnels and feedback loops with Gravity Forms at the core.

I'm going to play a clip from a recent video I did explaining how Gravity Forms can go beyond the simple newsletter signup form. With the advancements of themes like Cadence and even Core WordPress, Gravity Forms in a block is a natural fit to build out more dynamic user experiences. Here's that clip.

Okay, we're going to continue to talk about using Gravity Forms as your newsletter sign up call to action block. In the first video, I created a reusable pattern, uh, so that you can use one Gravity Forms styled across multiple pages. [00:04:00] That's what we're looking at here. Marketing page, product page, sales page.

But from a marketer, you might want to know which page is performing best. How do I know which page is converting the most entries? By default, Gravity Forms tracks a conversion rate across all of your forms. If you go to your forms dashboard, you can see the newsletter form has a whopping 700 percent conversion ratio because I was reloading a bunch of times entering in sample data to show you today.

But you can see right on the right hand column, you can see the conversion ratio for that form. If we go into the entries You can take it a little step further and click on the gear icon, pull up the source URL, hit save. Now that'll show you the pages that this form was located on and where each of them was submitted.

So from a quick bird's eye view, you can kind of see which page is working best. But if your website is getting hundreds or thousands of newsletter signups through your form, this is not a feasible solution. It's just a little bird's eye view. Aside from the misspelling of the page that [00:05:00] I put in here, Well, what we can do is use something that's really trendy these days, which is AI.

What I've done is I've gone and exported our entries for the newsletter form, which will drop it into a CSV. So I checked off the source URL, exported it to a CSV, brought it to my favorite AI and sent it through Claude. And I said, Hey, evaluate the CSV file and list the most popular URLs in ascending order.

Show the total count next to each. And it did that for me, ran through and uploaded. Calculated that total for me. If you're an Excel jockey, you probably can do this, uh, in a few clicks of a formula, but this was just something fun that I thought we could integrate into this series. Uh, that's it for this video.

It's using Gravity Forms as your newsletter call to action form. Sign up. There'll be a part three coming soon. Thanks for watching. Go to gravityforms. com for all things Gravity Forms. So, as you heard in the clip, track the funnel of user [00:06:00] email signups, direct them to a particular page, segment them based off of conditional logic.

You can do a lot with Gravity Forms that goes well beyond just the basic newsletter signup. As an agency owner, you want to package that expertise up to your customer as an expert in marketing automations. I've said this on the show before, but if you're using, let's say HubSpot add on for your customers, you're finding yourself a whole different clientele than if you were just offering MailChimp.

Think about the customer avatar of HubSpot versus MailChimp. Who is that end user that's using HubSpot versus MailChimp? What are their budgets? What are their businesses like? What are their expectations? Customer avatar, value proposition, and providing solutions, not just Forms and wordpress and by the way, if you're an agency owner and you want to talk to me about marketing and branding your agency Headed into 2024.

You just want to talk shop about it and how gravity forms I might be able to offer you a few tips drop me a line at Matt at gravity forms Dot com [00:07:00] so that's just a glimpse into the gravity form summit kicking off for free on november 15th at 11 a. m Eastern all you have to do Subscribe to our YouTube channel, head to our YouTube channel or the follow us on Facebook, be a part of our Facebook group to watch live and participate.

One last thing before you go, I'd love if you took the breakdown podcast survey. I promise it's like two minutes tops. Head to form F O R M M M dot WTF. That's form with three M's dot WTF slash survey or click the link in the show notes. I've had a few respondents so far and you all seem to love what we're doing here.

In fact, you can see the results at form dot WTF slash results using the gravity charts plugin to build out that page. Your feedback means that I won't lose my job and I can better shape the show for you headed into 20. 24. Go to form with three M's dot WTF slash survey form dot WTF slash survey to take a two minute survey.

Let me know what you [00:08:00] think about the breakdown podcast. Don't forget. We'll see you November 15th, 11 a. m. Eastern live stream. You don't have to log into anything. You don't have to register for anything. Uh, just head to our YouTube channel, partake in the gravity forms summit. We'd love to hear more from our agencies out there, our freelancers out there using Gravity Forms.

What are your concerns for Gravity Forms headed into 2024? What are your concerns for business headed into 2024 as a WordPress shop? Let me know Matt at gravityforms. com. Thanks for listening. We'll see you. in the next episode.

That's it for today's episode. If you could do one more thing for me today, share this episode on social media, your favorite Facebook group or Discord channel, spread the word about this podcast. It really helps. If you haven't added Breakdown to your favorite podcast app, point your browser to gravityforms.

com slash breakdown and click the icon of your app to add us and listen to us every [00:09:00] two weeks. Okay, we'll see you in the next episode.

The First Gravity Forms Summit
Broadcast by