Streamline operations and scale your podcast without the chaos.
Gravity Forms and Flow can help you automate your podcast sponsorship process – from collecting sponsor applications to final approval and payment. To understand the potential this plugin combination presents for your podcast website powered with WordPress, check out [https://gravityforms.com/blog/article-link-TBD]
This demo includes a sponsorship request form and workflow which:
- Lets your staff triage potential sponsorship leads including asking for follow-up information without needing to scroll through email history.
- Generates a lightweight example of a PDF contract with terms & conditions for the sponsor to sign-off
- Integrates a Stripe payment request for the approved sponsor to make their payment directly to you.
- A foundation to do so much more that is unique to your use case.
Submit A Request
See out potential sponsors would experience from your podcast website. The demo asks for details about their budget or advertising campaigns to tailor your proposal around.
Approve Your Requests
Your staff can have a shared or dedicated inbox to see new sponsorship requests or ones that sponsors have provided new details ready for them to approve (or counter).
Track Every Request
No matter what step a form entry is at from initial submission to workflow completion your staff can use the status page to see each with a deep understanding of the process.
Notes:
If you want to test the Stripe payment portion of this demo in either this environment or your own environment, there are a couple additional settings to configure:
- Connect your Stripe Test Account within Forms > Settings > Stripe
- Make sure the Gravity Forms Stripe Add-On payment collection method is set to the Stripe Payment Form (Stripe Checkout, SCA-ready) choice.
- In the Form Stripe Feed settings, update to use your Test Account.
- In the Workflow Step for ‘Sponsorship Payment’ modify the step settings.
Learn how to build this sponsorship request/payment process for yourself
Create the sponsorship form
Add fields to your new form to capture the questions that are appropriate to your podcast.
Add approval steps
Assign new submissions to staff member(s) to triage the fit review and Approve/Reject. If you also add a User Input step, an approval step can also Revert an entry back to a different assignee for more info.
Generate a PDF term sheet or contract
The PDF Generator extension lets you map entry data into a branded template and deliver it for sign-off. With additional approval step loops, the sponsor asking for ‘one more thing’ doesn’t ever require you to directly edit a PDF.
Configure a Stripe Payment
The Gravity Flow Stripe Extension allows you to add a single checkout step at any point in the workflow, including after everything has been approved by staff and confirmed by client.
What happens next…is up to you!
Whether you build more steps with conditional logic to do the work the sponsor has paid for in linear order, or split out concurrent steps in new forms entries for staff to action directly by department, Gravity Flow has a possibility for your podcast process!