How To Set Up Conditional Pricing with Nested Forms

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Many of our customers use Gravity Forms Conditional Pricing to offer bulk pricing on their forms, but did you know that you can combine it with GF Nested Forms and GF Copy Cat to offer quantity-based discounts on products added in a Nested Form field?

If you’ve ever needed to build a form for registering a team or signing kids up for summer camp and wanted to offer a discount for large groups, this tutorial is for you.

Getting Started

We’re going to combine these three Perks to build our form:

Make sure you have all of them installed an activated before you begin. Let’s get started.

Steps

  1. Create Child Form
  2. Add Your Nested Form
  3. Count Nested Form Entries
  4. Calculate Quantity
  5. Configure Conditional Pricing

Step 1 – Create Child Form

Start by building the Child Form. I’m building a form to bulk order shirts for our local quidditch team, so it will contain the appropriate fields for those orders: House, Shirt Size, Name, Number.

Note that while the Nested Form is going to be used to collect the shirt order information, the form itself doesn’t contain any Product fields. All of that will be handled in the Parent form.

Step 2 – Add Your Nested Form

Create your Parent form and add a Nested Form field to the form. Select the Child form you built in Step 1, and choose which fields to show in the Summary Fields section.

Step 3 – Count Nested Form Entries

Add a Number field to the form and enable calculation. Insert the merge tag for the Nested Form field above with the :count merge tag modifier. To easily insert the merge tag, click the Insert Merge Tag Drop Down, scroll to the bottom, and select Field Name: Count as shown in this screenshot.

What this merge tag does is count up the number of submitted Child Entries and output that number into the Number field. We’re going to use that to determine the quantity of shirts being ordered. Since this field is only being used for the calculation, set it as Hidden in the Advanced tab.

Step 4 – Calculate Quantity

With the Nested Form entries counting into the hidden Number field, we need to copy that value into the Quantity portion of a Product field. For this we’ll use GF Copy Cat.

Start by adding a Product field to your form and giving it a base price. Note the Field ID for the Product. We’re going need that for Copy Cat.

With the Field ID in mind, go back to the Number field from Step 3 and click on the Appearance tab. Insert a Custom CSS Class in this format where x is the Field ID for the Number field and y is the Field ID for the Product field:

copy-x-to-y.3

Here’s how this looks once inserted:

Note the .3 at the end of the CSS class. This tells Copy Cat to copy the value into the Quantity portion of the Product field.

Step 5 – Configure Conditional Pricing

At this point, our form is fully functional aside from the bulk discount. If a new Child entry is created, that entry is added to the Quantity of the Product field.

To offer bulk discounts, navigate to Settings > Conditional Pricing. From there, select the Product field you made in Step 4, and configure your pricing brackets.

That’s It!

With the Conditional Pricing in place, your customers will receive a discount on shirts if they order more than 3, and they’ll get a further discount after ordering more than 10.

Taking it Further

Read Only Quantity

In its current state, a clever customer could override the Quantity entered in the Product field. To prevent this, you have two options:

  1. Hide the Product field using the gf_invisible CSS class.
  2. Use GF Read Only to disable the Quantity field.

I recommend using GF Read Only to disable the Quantity field, because hiding the Product field isn’t the best UX.

Strike Through Original Price

Use this snippet to automatically strike through the original price when the discount is applied. That way your customer knows how much they’re saving by purchasing multiple shirts at the same time. To add the snippet to your form, simply drop it into your form settings using our Custom Javascript plugin.

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