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BrightLeaf Digital
  • Home
  • Gravity Forms Plugins
    • Integrate Asana with Gravity Forms
    • Mass Email Notifications for Gravity Forms
    • Global Variables
    • Recurring Form Submissions
    • Folders4Gravity
  • Docs
  • Snippet Library
  • Blog
  • Contact Us

BL Digital Guidelines & Policies

2
  • Using the Plugin on a Client Site
  • BrightLeaf Digital Refund Policy

Integrate Asana with Gravity Forms

29
  • 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
    • Workflow Steps — Create Task
    • Workflow Steps — Update Task
  • 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
  • Troubleshooting
    • 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
  • Explanations & Concepts
    • OAuth and Scopes
    • Permissions & Workspaces
    • How Feeds Run
    • Performance Considerations
  • Changelog/Roadmap
    • Changelog
    • Roadmap

Mass Email Notifications for Gravity Forms

38
  • 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)
    • Use a GF Notification as Your Email Template
    • Schedule Batches for a Future Date
  • Settings Reference
    • Global Settings — Limits Reset Rules, Old Batch Cleanup, Cron Toggle & Next Run
    • Feed Settings — Name, Label, Dedupe, Completion Email
    • Choose Target Form & Email Field
    • Email Settings — From, Reply-To, Subject, Message, Merge Tags
    • Merge Tag Fallbacks & CSV Column Mapping
    • Schedule Based on Date Field
    • Conditional Logic — Feed Form vs. Target Form
    • CSV Ingestion
  • How‑to Guides
    • Send an Update to Everyone Who Used Another Form
    • Using Target-Form Merge Tags
    • Segment Recipients with Target-Form Conditional Logic
    • Import a CSV List and Personalize with Merge Tags
    • Build a Front-End “Trigger” Form for Non-Admin Staff
    • Use Populate Anything for Dynamic, Person-Specific Emails
  • Troubleshooting
    • Basics
    • Batches Not Sending / Cron Not Running
    • Preview Shows 0 Recipients with Target-Form Filters (Premium)
    • Hitting Rate Limits
    • Emails Going to Spam
    • Entries/Batches Missing After Deletions
  • Explanations & Concepts
    • How Batching & Cron Work
    • Throttling Models Explained
    • Deduplication Strategy
    • Batch Statuses & Actions
    • What Gets Logged
    • Limitations & Design Trade‑offs
    • Security & Permissions Considerations
  • Changelog / Roadmap
    • Changelog
    • Roadmap
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  • Mass Email Notifications for Gravity Forms
  • Settings Reference
  • CSV Ingestion

CSV Ingestion

(Premium only)

CSV support lets you send campaigns to email lists that don’t live in Gravity Forms entries. You can add CSV recipients to an existing batch (alongside form entries) or create a batch from CSV only.


How It Works #

  1. In the feed settings, check Add CSV Emails to List.
  2. Upload a CSV file with exactly one column titled email (lowercase).
  3. Optionally include other columns (e.g., first_name, amount, expiration_date).
  4. Map each column to merge tags used in your Subject/Message.
  5. When the control form is submitted, CSV recipients are pulled into the batch (by themselves for CSV-only campaigns, or combined with form entries).

Requirements #

  • CSV must include a valid single email column.
  • File should be properly formatted with headers in the first row.

Allowing CSV Uploads (Snippet) #

Some WordPress setups block CSV uploads by default. You can allow them with a small snippet (use with care and only if you trust who can upload files):

function allow_csv_uploads( $mime_types ){
    $mime_types['csv'] = 'text/csv';
    return $mime_types;
}
add_filter( 'upload_mimes', 'allow_csv_uploads' );

Security Note

  • Use this snippet with care — CSV files can contain unexpected data.
  • Install it only through a trusted method (like a snippets plugin or your theme’s functions.php).
  • Deactivate it once you’ve uploaded your CSV and created the batch to minimize security implications.

This ensures you can work with CSV uploads when needed, but without leaving the door open unnecessarily.


Tips #

  • Use Merge Tag Fallbacks & CSV Column Mapping to handle missing data gracefully.
  • Double-check column headers for typos — mismatches will leave values blank.
  • Combine CSV recipients with form entries when you want a mixed campaign, or leave the target form blank for CSV-only campaigns.

CSV ingestion makes it simple to reach lists you already maintain elsewhere without re-entering data into Gravity Forms.

Updated on September 7, 2025

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Conditional Logic — Feed Form vs. Target Form
Table of Contents
  • How It Works
  • Requirements
  • Allowing CSV Uploads (Snippet)
  • Tips
© 2025 BrightLeaf LLC dba BrightLeaf Digital
  • Home
  • Gravity Forms Plugins
    • Integrate Asana with Gravity Forms
    • Mass Email Notifications for Gravity Forms
    • Global Variables
    • Recurring Form Submissions
    • Folders4Gravity
  • Docs
  • Snippet Library
  • Blog
  • Contact Us