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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
View Categories
  • Home
  • Docs
  • Mass Email Notifications for Gravity Forms
  • How‑to Guides
  • Build a Front-End “Trigger” Form for Non-Admin Staff

Build a Front-End “Trigger” Form for Non-Admin Staff

Sometimes you want teammates to send campaigns without giving them full WordPress admin access. The safest way is to expose the Master Control Notification Form on the front end.


How It Works #

  • Create the Master Control Notification Form as usual (with Subject, Message, Audience fields, etc.).
  • Instead of running it only in the dashboard, place it on a hidden front-end page.
  • Lock the page down so only logged-in staff with the right role or capability can see it.
  • When staff submit the form, the feed runs exactly as if an admin submitted it in the backend.

Safe Patterns #

  • Role Restrictions: Use a membership or role editor plugin to make the page visible only to specific staff roles.
  • Hidden Pages: Don’t link the trigger page in menus or public areas.
  • Minimal Fields: Keep the form simple — just what’s needed to build the batch.
  • No Direct Backend Access: Staff never need to open Gravity Forms settings.

Benefits #

  • Delegation: Teammates can kick off sends themselves.
  • Consistency: All campaigns use the same Master Control Form pattern.
  • Safety: You maintain control over limits and feed logic while avoiding accidental misconfiguration.

This approach lets staff help with communication while keeping plugin setup and global rules safely in admin hands.

Updated on September 8, 2025

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Import a CSV List and Personalize with Merge TagsUse Populate Anything for Dynamic, Person-Specific Emails
Table of Contents
  • How It Works
  • Safe Patterns
  • Benefits
© 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