Plugin Directory

Changeset 2879974


Ignore:
Timestamp:
03/14/2023 05:08:43 PM (3 years ago)
Author:
ambitioncloud
Message:

Updating readme

Location:
ambition-cloud-gf-add-on
Files:
2 edited

Legend:

Unmodified
Added
Removed
  • ambition-cloud-gf-add-on/tags/2.0.2/readme.txt

    r2879509 r2879974  
    1515== Description ==
    1616
    17 == Frequently Asked Questions ==
     17Ambition is a cloud based multi-faceted platform by [Fintelligence](https://fintelligence.com.au) that creates an ecosystem that your brokers will live in. Designed by experienced finance asset brokers, [Ambition Cloud](https://fintelligence.com.au/crm-system/) is easy to use and seamlessly integrates into your business. The system can be adapted to suit your work flows and internal processes. It has built in API capabilities to increase your teams productivity and reduce the time it takes to settle a deal. As a business owner, Ambition Cloud  provides insights from your data to better understand and streamline your business.
     18This plugin extends [Gravity Forms](https://gravityforms.com/) to setup the fields & forms and allow you to push data straight into the Ambition Cloud system (including your campaign tracking). It also allows you to (optionally) forward the user to a more complete application including signing of the privacy consent form.
     19
     20== Installation ==
     21
     22<ol>
     23  <li>Upload the plugin folder ‘gravity-forms-custom-post-types’ to your <code>/wp-content/plugins/</code> folder</li>
     24  <li>Activate the plugin through the ‘Plugins’ menu in WordPress</li>
     25  <li>Make sure you also have Gravity Forms activated.</li>
     26  <li>Once activated go to the Ambition Cloud section under your Gravity Forms settings to add your system URL, tenant key and create a new form.</li>
     27</ol>
     28
     29For each form you can create a new feed that links the fields from your form to the corresponding field in Ambition Cloud.  There is also an option to return a link to one of the hosted forms to complete a full application.
     30To automatically redirect the user on submission of your Gravity Form, go to the confirmations section and add the follwing in the redirect URL.
     31fast-track={ambition:fast_track_link}
    1832
    1933== Screenshots ==
  • ambition-cloud-gf-add-on/trunk/readme.txt

    r2879509 r2879974  
    1515== Description ==
    1616
    17 == Frequently Asked Questions ==
     17Ambition is a cloud based multi-faceted platform by [Fintelligence](https://fintelligence.com.au) that creates an ecosystem that your brokers will live in. Designed by experienced finance asset brokers, [Ambition Cloud](https://fintelligence.com.au/crm-system/) is easy to use and seamlessly integrates into your business. The system can be adapted to suit your work flows and internal processes. It has built in API capabilities to increase your teams productivity and reduce the time it takes to settle a deal. As a business owner, Ambition Cloud  provides insights from your data to better understand and streamline your business.
     18This plugin extends [Gravity Forms](https://gravityforms.com/) to setup the fields & forms and allow you to push data straight into the Ambition Cloud system (including your campaign tracking). It also allows you to (optionally) forward the user to a more complete application including signing of the privacy consent form.
     19
     20== Installation ==
     21
     22<ol>
     23  <li>Upload the plugin folder ‘gravity-forms-custom-post-types’ to your <code>/wp-content/plugins/</code> folder</li>
     24  <li>Activate the plugin through the ‘Plugins’ menu in WordPress</li>
     25  <li>Make sure you also have Gravity Forms activated.</li>
     26  <li>Once activated go to the Ambition Cloud section under your Gravity Forms settings to add your system URL, tenant key and create a new form.</li>
     27</ol>
     28
     29For each form you can create a new feed that links the fields from your form to the corresponding field in Ambition Cloud.  There is also an option to return a link to one of the hosted forms to complete a full application.
     30To automatically redirect the user on submission of your Gravity Form, go to the confirmations section and add the follwing in the redirect URL.
     31fast-track={ambition:fast_track_link}
    1832
    1933== Screenshots ==
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