This is my first guest post ever!!! ok now thats out of my system.

There are three great ways to have a contact form on your WordPress website linked directly to Táve. The one I have chosen to talk about in this post is using Gravity Forms as the contact form creator, and then Gravity Forms Táve Add-On to do the heavy lifting of your form’s data in to Táve.

Gravity Forms is a great form creator, and allows you to create dynamic forms that will change options based on your input. If you had a contact form and you asked what kind of shoot your potential client wanted from you in a drop down list, you could have weddings, family, and other. When they select wedding, it will then add to the form other fields you may want to know from them, such as their partners name, or maybe the venue location. If they selected family, you may not want to ask about their partners name or their venue location as its not relevant, but you want to know how many people are in the family. The forms can change to the needs of your potential client and remove items you don’t want them to see unless its relevant to them and you.

So with the power of Gravity Forms it would only make sense to have the same power to put that information where it belongs in Táve. It will save time creating new leads from emails and it will just create them for you when using Gravity Forms Táve add-on. Below I am going to walk you through getting it setup, it might be a bit basic for some, and others will have many questions; so feel free to ask.

Installation and Setup of Gravity Forms Táve add-on

You will need:

  1. Gravity Forms Plugin (HERE)
  2. Gravity Forms Táve add-on Plugin (HERE)

Follow the installation instructions provided to you from the developers of Gravity Forms to get their plugin up and running, and once that is all taken care of you can start to work on the following for Gravity Forms Táve add-on.

  1. 01-plugins-neededStart by installing the Gravity Forms Táve add-on Plugin through your plugins menu in WordPress. Its as simple as selecting “Add New” and searching for “Gravity Forms Táve add-on” in the search box. There should only be one choice, so choose “install now”. Once its installed, you should have the two plugins depicted to the right, available to be activated. Activate Gravity Forms first as its the backbone to this setup. Then activate Gravity Forms Táve add-on.
  2. 02-wordpress-dashboard-after-installYou can see after activating Gravity Forms, and Gravity Forms Táve Add-on that there is a new menu item on the left hand side of the dashboard in WordPress labeled “Forms”.
  3. 03-menu-items-gravity-formsThe contents of this menu looks like this.
  4. 04-form-listIt is now time to make a form, one that can be used to contact you on your website. This form will be able to input the details into Táve after we setup the connection in the later steps. Click on “Add New”, or “Create One!”
  5. 06-form-nameGive the form a name, and while your at it a description just incase you need more detail about it later.
  6. 07-gravity-forms-editorThis is the form editor, where you will make your form. Get familiar with it, the Gravity Forms plugin is a powerful form creator, and there many options that you might find useful.
  7. 08-standard-fields09-advanced-fieldsThese are the two main form field insert button panels we will use, there are others but for the form I have created below I found everything I needed between these two.
  8. 10-form-createdThe form I created asks for their first name, last name, email, phone, and date. I also created a hidden field for the JobType that will always be set as Wedding to correspond with the Wedding Job Type in Táve.
  9. 11-optional-hidden-fieldHidden fields can be used to assign a form to a brand you have setup in Táve, or even to make a form only input into wedding jobs in Táve. For this for I have set it up to always set its value to Wedding to work with the JobType from Táve.
  10. 13-tave-settings-filledOnce you save your newly created form, click the settings menu item on the left (Forms > Settings) and then choose the Táve settings screen as you see in the image to the right and fill in the details from your account on this page. The Studio ID and Secret Key can be found on the bottom of Settings page in Tave under New Lead API. Once you have all the details filled in, click on the Táve sub-menu item so we can start mapping the form fields to the right places.
  11. 14-tavefeedsallowedNow that you have the details set for your Táve account into the plugin settings, you now get to map the fields from Táve to the fields in your form. To do this, you just go to the Táve menu item on the left ( Forms > Táve ). Once there you can click the button that says “Add New” or click on the words “Create one!”.
  12. 15-mapping-tave-fields-to-form-fieldsFor each Táve Field, select or “map” the corresponding Form Field from the list of fields. You must map the Táve Fields in red, but the remaining Fields are optional. Save all the hard work you did and test your new form.
  13. Screen Shot 2014-05-27 at 6.28.52 PMOn the page or post you wish to show your form use the form short code that can be created by clicking on the “Add Form” button in the post/page editor, you can find it right beside the “Add Media” button above where you write your page/post. when you insert your form short code it should look similar to this: [gravityform id="2" name="Contact Us" title="false" description="false"]

Don’t forget to put your contact form short code into a page that is published or you won’t be able to see the form.

I hope this was helpful to all those who wanted more than anything to use Gravity Forms on their site with Táve. For those who are looking for a free alternative there is a similar set of plugins for Contact Form 7 for WordPress that will achieve similar results. Here is a link to the two plugins needed for Contact Forms 7 and Táve to work.

Contact Form 7
Contact Form 7 Táve 3 Integration

If you have any questions feel free to leave a comment or look me up, even if its to say how great this guest post was.

Ryan Rowell is the owner of a popular photography company in Canada called Rowell Photography. This guest post was an opportunity to let him talk about one of his plugins that he volunteered his time to make for the Táve community. The opinions expressed in the article are his own, and not of Táve.

Perhaps the most visible change in last week’s Táve 2.8.0 release, and even more so with yesterday’s release of 2.8.1, is the completely revamped Deliverables section of the job viewer.

Prior to this release, we showed all tasks for a deliverable in two places in the job viewer; collapsed under each deliverable and also in the general task list. The idea behind it was you’d want to see all of your tasks for a job in one place and yet be able to dig into the individual progress of a deliverable. In reality, it meant that the task list would often get too cluttered to be usable and downright confusing if the same task was created for different items.

Here’s an example of the Tasks and Deliverables sections prior to 2.8.0, courtesy of Karen Lisa:

Now with 2.8, your general task list for a job is limited to tasks you create manually and tasks created when non-deliverable products are ordered.

Here’s a look at at the same deliverables and tasks above in 2.8.1 (Karen has delivered some of the items since the screenshot above was taken):

You’ll notice that we now group the deliverables by order and include a handy progress meter. In this case, Karen has 3 orders with deliverables booked for this job.

To make it easier to see what tasks are coming up next for an order, we show the next task for each deliverable even when collapsed.  Click on the deliverable name and it expands to show all tasks and even the item configuration:

The “next task” is based on the task order, so you can always drag and drop the tasks into a new order by grabbing the dotted grips on the left side of the tasks (any time you see those dotted grips in Táve it means you can drag the item using it).

Táve Studio Manager is rather versatile, allowing you to use it in whatever way you find best for your needs.  This tutorial is meant to highlight the workflow that we design around.

We’ll review some of the basic terminology used in Táve Studio Manager and then proceed through the process of entering a lead, adding events and quotes, booking the job, and then working through completion of the job.

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