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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
  • Explanations & Concepts
  • Security & Permissions Considerations

Security & Permissions Considerations

Because mass emailing carries risk, it’s important to control who can trigger sends and how.


Front‑End Trigger Forms #

  • Safest way to let non‑admin staff send campaigns.
  • Embed the Master Control Notification Form on a hidden front‑end page.
  • Restrict access so only trusted roles can see and submit it.

Role Restrictions #

  • Use a role editor or membership plugin to limit access by capability.
  • Prevents unauthorized users from seeing or editing form settings.

No Backend Access #

  • Staff should not need access to Gravity Forms feeds or settings.
  • Keep those in admin control to avoid misconfiguration.

Audit & Logging #

  • All sends are logged on entries and in batch details.

By setting clear permission boundaries and using front‑end trigger forms, you can safely delegate sending while protecting your site and reputation.

Updated on September 8, 2025

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Limitations & Design Trade‑offs
Table of Contents
  • Front‑End Trigger Forms
  • Role Restrictions
  • No Backend Access
  • Audit & Logging
© 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