Learn More About This Plugin:
Getting Started
Recurring Form Submissions for Gravity Forms enhances Gravity Forms by enabling users to schedule automatic resubmissions of forms at specified intervals.
This plugin is ideal for scenarios that require repeated form submissions, such as invoicing and payroll processing.
It offers flexible options for setting up when and how resubmissions should occur and when they should stop.
Important Notes
Additional functionalities will be added in future versions.
An entry note will be added every time a new automatic submission is scheduled or submitted. The note about scheduling will display the time the form is scheduled to be submitted at. By default this will display in UTC time. If you want to have it display in your time zone then, if you haven’t already, you must set up your WP site with that information. Just go to your admin dashboard, navigate to the general settings menu, and for the option Timezone, make sure you pick a city in your time zone and NOT a GMT offset.
As of right now, the feed will not be processed on forms submitted through the Gravity Forms API. This means that if you use the “Create Entry” Gravity Flow workflow step this feed will not run based on that. It will only work with manual submissions.
Key Features
Custom Resubmission Intervals: Users can define how often a form should be resubmitted by entering a numeric value and selecting a time frame, such as “every 2 weeks” or “every 3 days.” The plugin supports various time frames, including minutes, hours, days, weeks, and months, providing flexibility in scheduling.
End Submission Criteria: Users can set the resubmissions to stop after a specific number of occurrences, such as halting after five submissions. Alternatively, users can specify an end date by which all automatic resubmissions will cease, ensuring the process is time-limited.
Feed-Level Conditional Logic: Utilize Gravity Forms’ built-in conditional logic to control when a form should automatically resubmit. This can be based on specific responses or conditions within the form.
Custom Resubmission Intervals
End Submission Criteria
Feed-Level Conditional Logic
Key Benefits
Automation of Repetitive Tasks: Automates the process of resubmitting forms, reducing manual effort and ensuring consistency in tasks like data collection or sending reminders.
Flexibility in Scheduling: The customizable resubmission schedule supports a wide range of use cases, from simple periodic reminders to more complex workflows.
Control Over the Process: Users can define precise criteria for when resubmissions should start and stop, tailoring the process to their specific needs.
Improved User Engagement: By automating resubmissions, the plugin helps maintain user engagement over time without requiring repeated manual actions.
Automation
Flexibility
Control
User Engagement
Ideal Use Cases
The plugin is particularly beneficial for a variety of users and websites, enhancing their client communication capabilities.
Nonprofits can use the Gravity Forms Auto Resubmit plugin to automate processes like recurring invoicing for donors or automated grant application submissions. By setting up forms to resubmit at specific intervals, nonprofits can ensure that periodic financial requests or reports are consistently delivered without the need for manual intervention. This automation helps maintain steady cash flow, streamlines administrative tasks, and allows the organization to focus more on its mission-driven activities.
For business owners, the plugin can be a valuable tool in automating routine financial operations such as payroll processing or recurring invoicing for clients. By automatically resubmitting forms on a set schedule, businesses can ensure that employees are paid on time and invoices are sent out regularly, reducing the risk of missed payments or delays. This helps maintain smooth business operations and allows owners to focus on growth and customer service.
Consulting agencies can benefit from the plugin by automating the resubmission of client billing forms, project milestone reports, or periodic service renewals. This ensures that clients are billed accurately and on time, and that ongoing project updates are delivered consistently. Automating these repetitive tasks enhances efficiency, reduces administrative overhead, and allows consultants to devote more time to strategic client engagements.
Educational institutions can utilize the plugin to automate the submission of recurring financial forms, such as tuition invoices, payroll for staff, or scholarship renewal applications. By setting up these forms to automatically resubmit at the appropriate intervals, schools and universities can ensure that financial processes are handled consistently and without manual oversight. This reduces administrative workload and ensures that critical financial operations are completed on time.
Nonprofits
Business Owners
Consulting Agencies
Educational Institutions
Changelog
These are the major changes we’ve made to the plugin:
= 1.1.0 =
- Changed the times displayed in the entry notes to reflect the users timezone instead of UTC time.
- Misc. bug fixes.
= 1.0.0 =
- Initial release.