Add-On for Discord and Gravity Forms

Initial Set-Up

Initial set-up is easy, but first things first: you have to be the owner of a Discord server or at least have the "Manage Webhooks" permission in order to set it up on Discord. Creating a server is free and easy.

Creating a Free Discord Server (skip if you already have one)

  1. Log in or create a free account on Discord: You can create an account by downloading the Discord app or by going to Discord.com. Just note that in order to set up the connection from your website you will need to use the desktop app or website. Downloading it on your phone will only allow you to create an account and server, then you'll have to switch to desktop or web view to continue with the rest.
  2. Click the Add a Server button: It is on the lefthand panel with a big plus (+) symbol.
  3. Follow the instructions: It's easy peasy.

Adding a Webhook to your Discord Server (must be web or desktop view)

  1. Navigate to Server Settings > Integrations
  2. Click on Webhooks
  3. Click on "New Webhook" one time (it will appear at the bottom of the list but not be apparent when you click the button if you have a few other webhooks already)
  4. Scroll down and click on your new webhook (probably named "Captain Hook" or "Spidey Bot" or some other fun name Discord decided to give it)
  5. Name your webhook (this will be used as the name that the messages are posted by)
  6. Upload a logo for your webhook if you want
  7. Choose the channel the messages should be posted in (you can always change this later)
  8. Click on "Copy Webhook URL"; it will save to your clipboard
  9. Save this webhook; you will be needing this to add to your form feed

Website Set-Up

Navigate to Forms > Settings > Discord.

  • Site Name: The site name displayed on the messages. Limited to 50 characters.
  • Site Logo: Upload a logo to be used on the messages. For best results, use a small image with the same width and height around 100x100px. This is not the bot avatar image; it will be added on the embedded message on the top right. You can click on the "Light" and "Dark" links next to the preview image to see how it looks on both app modes.
  • Message Footer Text: The text that will be displayed in the footer of all messages.

Connecting to Your Form

Navigate to Forms > [Choose a Form] > Settings > Discord. Add a new feed.

  • Title: This will be used as your feed name as well as the title of your Discord message
  • Incoming Webhook URL: Paste the webhook URL you copied from the Discord webhook setup
  • Override Bot Name (Optional): This will override the name you gave your webhook bot during set up in case you want it to use different names for different forms
  • Channel Name (Optional): For reference only so you know at a glance where it goes
  • Accent Color (Optional): Choose a color for the top bar of the messages using a hex code. Default is red (#FF0000). Sorry for not adding a color picker; we tried, but Gravity Forms fought us on it
  • Message (Optional): You can add your own message to the top if you like. Discord formatting/markdown is allowed. You can mention a user on the server with {{@user_id}}. Likewise, you can tag a role with {{@&role_id}} and a channel with {{#channel_id}}.
  • Select the fields and additional information you want to include
  • Hide fields with blank values: This works the same way as the entry detail screen where it will not show if the field is left blank during submission
  • Add any conditions you want (if any)

That's it. Complete the form and see your entry appear in your Discord channel.

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