{"id":14471,"date":"2022-02-09T12:21:25","date_gmt":"2022-02-09T10:21:25","guid":{"rendered":"https:\/\/www.wp-crm.com\/?post_type=docs&#038;p=14471"},"modified":"2023-06-20T16:11:02","modified_gmt":"2023-06-20T13:11:02","slug":"map-categories-to-records","status":"publish","type":"docs","link":"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/","title":{"rendered":"Map Categories to Records"},"content":{"rendered":"\n<p>Included in version 3.2+ of the Gravity Forms Connect extension is the ability to map categories to your entries.<\/p>\n\n\n\n<p>To use this feature, you will need to add a field to your form that will pass a category ID, or a comma separated list of category IDs.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Where do I get category ID&#8217;s?<\/h2>\n\n\n\n<p>WP-CRM System has unique custom categories for each of the six types of records available in WP-CRM System.<\/p>\n\n\n\n<p>These record types include: Contacts, Organizations, Projects, Tasks, Opportunities, and Campaigns.<\/p>\n\n\n\n<p>To view these categories:<\/p>\n\n\n\n<ul>\n<li>Visit WP-CRM System &gt; Dashboard.<\/li>\n\n\n\n<li>At the top of the page there will be a drop down menu that says &#8220;Go to Category&#8230;&#8221;<\/li>\n\n\n\n<li>Select the type of category you want to view. For example, if you are looking for contact categories, select &#8220;Contact Categories&#8221;.<\/li>\n\n\n\n<li>Click on the category that you want to get the ID for.<\/li>\n\n\n\n<li>View the address in your browser&#8217;s address bar. There will be a portion that says\u00a0<mark style=\"background-color:rgba(0, 0, 0, 0);color:#253c55\" class=\"has-inline-color\"><strong>tag_ID=XXX.<\/strong><\/mark> The\u00a0<mark style=\"background-color:rgba(0, 0, 0, 0);color:#253c55\" class=\"has-inline-color\"><strong>XXX\u00a0<\/strong><\/mark>portion is the ID you want.<\/li>\n<\/ul>\n\n\n\n<p>Repeat the steps above for each of the category IDs you wish to find.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms23.png\"><img loading=\"lazy\" decoding=\"async\" width=\"541\" height=\"100\" src=\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms23.png\" alt=\"\" class=\"wp-image-14472\" srcset=\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms23.png 541w, https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms23-300x55.png 300w\" sizes=\"(max-width: 541px) 100vw, 541px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">How to set up a field<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Hidden Field<\/h3>\n\n\n\n<p>Often times you won&#8217;t want visitors to have to fill out extra information. For example, if they are filling out a lead-generation form on a landing page, you may only ask for their name and email address. That doesn&#8217;t mean that you can&#8217;t collect any additional information.<\/p>\n\n\n\n<ul>\n<li>When setting up your form, add a&nbsp;<a href=\"https:\/\/docs.gravityforms.com\/hidden\/\">hidden field<\/a>.<\/li>\n\n\n\n<li>On the General tab, give the field a descriptive label &#8211; like &#8220;Contact Category&#8221; or something similar. This will help you identify the field later on.<\/li>\n\n\n\n<li>Click on the Advanced tab and enter the category IDs separated by a comma in the Default Value field.\n<ul>\n<li>Note: If you only have one category that you want to map to, there is no need to enter a comma.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Update your form.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms24.png\"><img loading=\"lazy\" decoding=\"async\" width=\"472\" height=\"285\" src=\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms24.png\" alt=\"\" class=\"wp-image-14473\" srcset=\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms24.png 472w, https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms24-300x181.png 300w\" sizes=\"(max-width: 472px) 100vw, 472px\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Drop Down, Checkboxes, or Radio Buttons<\/h3>\n\n\n\n<p>There may be some instances where your visitors should be able to select the category that they land in. For example, if you have a form that asks what products or services they are interested in. It might be useful to have the contact automatically added to a particular category after they fill out the form.<\/p>\n\n\n\n<ul>\n<li>When setting up your form, add a&nbsp;<a href=\"https:\/\/docs.gravityforms.com\/drop-down\/\">drop down<\/a>,&nbsp;<a href=\"https:\/\/docs.gravityforms.com\/checkboxes\/\">checkbox<\/a>, or&nbsp;<a href=\"https:\/\/docs.gravityforms.com\/radio-buttons\/\">radio button<\/a>&nbsp;field.<\/li>\n\n\n\n<li>On the General tab, give the field a descriptive label and description.<\/li>\n\n\n\n<li>In the choices section, click the Show Values box.<\/li>\n\n\n\n<li>On the left side (Label column), enter an easy to read label &#8211; this is what the visitors will see.<\/li>\n\n\n\n<li>On the right side (Value column), enter the category ID that you want to associate that label with.<\/li>\n\n\n\n<li>Update your form.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms25.png\"><img loading=\"lazy\" decoding=\"async\" width=\"441\" height=\"494\" src=\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms25.png\" alt=\"\" class=\"wp-image-14474\" srcset=\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms25.png 441w, https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms25-268x300.png 268w\" sizes=\"(max-width: 441px) 100vw, 441px\" \/><\/a><\/figure>\n\n\n\n<p>Note: If you are using a radio button field, it is not recommended that you use the &#8220;Enable &#8216;other&#8217; choice&#8221; option. It is unlikely that the visitor will enter a category ID here, and therefore the value won&#8217;t get passed to the newly created record.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Updating Categories<\/h2>\n\n\n\n<p>The Gravity Forms Connect extension does not allow new records to be created if the name or title of the record already exists. For example, you can&#8217;t use the form to create more than one &#8220;Joe Smith&#8221;. Similarly, we don&#8217;t allow the form to update records. Doing so would allow anyone who has access to your form the ability to change records in your CRM.<\/p>\n\n\n\n<p>There is one exception to this. If there is already a record in your CRM with the same name or title as a form that is being submitted with Gravity Forms, we do allow that record to be tagged with additional categories.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Use Case<\/h3>\n\n\n\n<p>Let&#8217;s say you have two landing pages for different services, each with their own lead-generation forms.<\/p>\n\n\n\n<p>When a new visitor fills out the lead-generation form, a contact record will be created in WP-CRM System. This contact record will have the visitor&#8217;s first and last name, email address, and the category(ies) assigned to that form.<\/p>\n\n\n\n<p>If that same visitor comes to the second lead-generation form and fills it out, we will add the new category(ies) from the second form.<\/p>\n\n\n\n<p>It is important to note that after a record has been created, the plugin will only add to, but never remove from, the list of categories that the record is assigned to.<\/p>\n\n\n\n<p>We will also never update the contact information like email addresses, phone numbers, addresses, etc.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Included in version 3.2+ of the Gravity Forms Connect extension is the ability to map categories to your entries. To use this feature, you will need to add a field to your form that will pass a category ID, or a comma separated list of category IDs. Where do I get category ID&#8217;s? WP-CRM System&hellip;<\/p>\n","protected":false},"author":465,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"om_disable_all_campaigns":false},"doc_category":[85],"doc_tag":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Map Categories to Records - WP-CRM System<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Map Categories to Records - WP-CRM System\" \/>\n<meta property=\"og:description\" content=\"Included in version 3.2+ of the Gravity Forms Connect extension is the ability to map categories to your entries. To use this feature, you will need to add a field to your form that will pass a category ID, or a comma separated list of category IDs. Where do I get category ID&#8217;s? WP-CRM System&hellip;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/\" \/>\n<meta property=\"og:site_name\" content=\"WP-CRM System\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/wpcrm\/\" \/>\n<meta property=\"article:modified_time\" content=\"2023-06-20T13:11:02+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms23.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@wpcrmsystem\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/\",\"url\":\"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/\",\"name\":\"Map Categories to Records - WP-CRM System\",\"isPartOf\":{\"@id\":\"https:\/\/www.wp-crm.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms23.png\",\"datePublished\":\"2022-02-09T10:21:25+00:00\",\"dateModified\":\"2023-06-20T13:11:02+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/#primaryimage\",\"url\":\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms23.png\",\"contentUrl\":\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms23.png\",\"width\":541,\"height\":100},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.wp-crm.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"WP-CRM System Documentation\",\"item\":\"https:\/\/www.wp-crm.com\/docs\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Map Categories to Records\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.wp-crm.com\/#website\",\"url\":\"https:\/\/www.wp-crm.com\/\",\"name\":\"WP-CRM System\",\"description\":\"Customer Relationship Management Built For WordPress\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.wp-crm.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Map Categories to Records - WP-CRM System","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/","og_locale":"en_US","og_type":"article","og_title":"Map Categories to Records - WP-CRM System","og_description":"Included in version 3.2+ of the Gravity Forms Connect extension is the ability to map categories to your entries. To use this feature, you will need to add a field to your form that will pass a category ID, or a comma separated list of category IDs. Where do I get category ID&#8217;s? WP-CRM System&hellip;","og_url":"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/","og_site_name":"WP-CRM System","article_publisher":"https:\/\/www.facebook.com\/wpcrm\/","article_modified_time":"2023-06-20T13:11:02+00:00","og_image":[{"url":"https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms23.png"}],"twitter_card":"summary_large_image","twitter_site":"@wpcrmsystem","twitter_misc":{"Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/","url":"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/","name":"Map Categories to Records - WP-CRM System","isPartOf":{"@id":"https:\/\/www.wp-crm.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/#primaryimage"},"image":{"@id":"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/#primaryimage"},"thumbnailUrl":"https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms23.png","datePublished":"2022-02-09T10:21:25+00:00","dateModified":"2023-06-20T13:11:02+00:00","breadcrumb":{"@id":"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/#primaryimage","url":"https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms23.png","contentUrl":"https:\/\/www.wp-crm.com\/wp-content\/uploads\/2022\/02\/gravity-forms23.png","width":541,"height":100},{"@type":"BreadcrumbList","@id":"https:\/\/www.wp-crm.com\/docs\/map-categories-to-records\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.wp-crm.com\/"},{"@type":"ListItem","position":2,"name":"WP-CRM System Documentation","item":"https:\/\/www.wp-crm.com\/docs\/"},{"@type":"ListItem","position":3,"name":"Map Categories to Records"}]},{"@type":"WebSite","@id":"https:\/\/www.wp-crm.com\/#website","url":"https:\/\/www.wp-crm.com\/","name":"WP-CRM System","description":"Customer Relationship Management Built For WordPress","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.wp-crm.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.wp-crm.com\/wp-json\/wp\/v2\/docs\/14471"}],"collection":[{"href":"https:\/\/www.wp-crm.com\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.wp-crm.com\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www.wp-crm.com\/wp-json\/wp\/v2\/users\/465"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wp-crm.com\/wp-json\/wp\/v2\/comments?post=14471"}],"version-history":[{"count":3,"href":"https:\/\/www.wp-crm.com\/wp-json\/wp\/v2\/docs\/14471\/revisions"}],"predecessor-version":[{"id":17042,"href":"https:\/\/www.wp-crm.com\/wp-json\/wp\/v2\/docs\/14471\/revisions\/17042"}],"wp:attachment":[{"href":"https:\/\/www.wp-crm.com\/wp-json\/wp\/v2\/media?parent=14471"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www.wp-crm.com\/wp-json\/wp\/v2\/doc_category?post=14471"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.wp-crm.com\/wp-json\/wp\/v2\/doc_tag?post=14471"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}