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manifest / forms / wp-gf-insider

Insider for Gravity Forms

Gravity Forms add-on that sends leads to Insider through the web SDK, with field mapping done in the WordPress admin.

by Jefferson Oliveira · github.com/jeffersonrucu/wp-gf-insider · website

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Install

No release zip yet. The repository archive installs, but the folder name will carry the branch suffix and updates will not flow:

wp plugin install https://github.com/jeffersonrucu/wp-gf-insider/archive/refs/heads/main.zip
Readme github.com/jeffersonrucu/wp-gf-insider ↗

Sends Gravity Forms submissions to Insider and prints the Insider tag. One feed per form, mapped in the admin — no code.

Feed list

How it works

The push runs in the visitor's browser, through window.InsiderQueue, not through a server-side API call. Two reasons:

  • The lead stays tied to the session Insider already knows, so it is the same person who browsed the site and can receive web push. A server-side upsert loses that link.
  • The values come from the server, built from the saved entry, so a multi-page form sends every field — not just the last screen.

What the plugin appends to the form confirmation:

window.InsiderQueue.push({ type: 'user', value: {
  email: 'maria@example.com',
  phone_number: '+5531988887777',
  name: 'Maria', surname: 'Silva',
  custom_identifiers: { cpf: '52998224725' },
  gdpr_optin: true,
  custom: { city: 'Belo Horizonte', loan_amount: 15000 }
}});
window.InsiderQueue.push({ type: 'custom_event', value: [{
  event_name: 'lead_contact',
  event_parameters: { custom: { form_name: 'Contact' } }
}]});

Requirements

WordPress 5.9+ · PHP 7.4+ · Gravity Forms 2.5+ · an Insider account with your domain allowed (without it the SDK loads but sends nothing).

Install

Download the .zip from the latest release and install it under Plugins › Add New › Upload Plugin.

Composer 
{
  "type": "package",
  "package": {
    "name": "plugins/gf-insider",
    "type": "wordpress-plugin",
    "version": "1.0.0",
    "dist": {
      "url": "https://github.com/jeffersonrucu/wp-gf-insider/releases/download/v1.0.0/gf-insider-1.0.0.zip",
      "type": "zip"
    }
  }
}

Setup

1. Account

Forms › Settings › Insider. Both values come from the tag Insider gives you — in https://{name}.api.useinsider.com/ins.js?id={id}.

Account settings

With the toggle on, the plugin prints this in <head> on every page:

<script>window.InsiderQueue = window.InsiderQueue || [];</script>
<script async src="https://yourcompany.api.useinsider.com/ins.js?id=10000000"></script>

The queue is declared before the tag because the SDK reads whatever is already in it on load. Turn the toggle off if a tag manager already injects the tag.

2. Feed

Forms › [your form] › Settings › Insider › Add New.

Feed

The event name must match the one registered in your Insider panel.

Insider needs at least one identifier. Without any, the contact is skipped and only the event fires.

Field Notes
Email, Phone Standard identifiers. Phone is converted to E.164 ((31) 9 8888-7777 → +5531988887777)
Name A full-name field also fills the surname, splitting at the first space
Surname Map it only if the form asks separately
User ID (uuid) Insider's main identifier: the id the person already has in your system. Leave empty if the form does not know it
Other identifiers An extra identifier with its own name, such as a national ID. Insider receives it as c_cpf

Do not put a document number in uuid. If your back end sends uuid with an internal id and the site sends uuid with a document, Insider keeps two people. Use Other identifiers — the plugin strips punctuation before sending, which is how a back end usually stores it.

A checked consent field becomes true. Leave blank any channel the form does not ask about: a data-processing consent is not a marketing opt-in, and Insider treats absence as "unknown".

  • Contact attributes → the contact's custom
  • Event parameters → event_parameters.custom, accepting a form field or a fixed value

Numbers are sent as numbers (15000, not "15000") so Insider can segment by range. A leading zero means a code, not a quantity: 01310 stays text.

Use Condition to send only entries matching a rule.

3. In the Insider panel

  1. Allow your domain on the account.
  2. Attributes › Create — every key used in Contact attributes, with the right data type (Number for amounts and counts, String otherwise).
  3. Events › Create — every event name used in your feeds, with its parameters.

An attribute or event that does not exist in the panel is dropped on arrival.

Testing

Install Insider Hits: it adds a DevTools tab listing every hit, split by event.

  1. Open any page — a page view proves the domain is allowed.
  2. Submit the form. Two hits should follow: the contact and the event.
  3. In the panel, find the contact under User Profiles and the event under Event History.

To inspect the push without waiting on Insider, run this in the console before submitting:

(() => { const p = window.InsiderQueue.push.bind(window.InsiderQueue);
  window.InsiderQueue.push = (...a) => { console.log('InsiderQueue →', ...a); return p(...a); }; })()

Gotchas

  • Caching plugins. The plugin already excludes itself from WP Rocket and Perfmatters. Otherwise Rocket delays the tag until first interaction and minifies ins.js into a local copy, freezing the SDK at the cached version.
  • Redirect confirmations. The push rides the form confirmation, and a redirect has no markup to carry it. Use a text confirmation on forms that feed Insider.
  • No identifier, no contact. A form asking only for a subject and a message fires the event but creates no contact.

Development

The conversion rules — E.164, name splitting, consent, typing, identifiers — live in includes/class-gf-insider-payload.php with no WordPress dependency, and have their own check:

php tests/test-payload.php

License

GPL-2.0-or-later