Using Pipeline Shortcodes to Embed on Any Page

Gravity Pipeline can be embedded on any WordPress page or post using a simple shortcode. This lets you put the pipeline board in front of your team on a custom dashboard page, a client portal, or anywhere else on your site.

The General Shortcode

To display the pipeline board using each user’s default pipeline setting:

When a logged-in user visits this page, they’ll see the pipeline set as their default. If no default is set, they’ll see a pipeline selector. This is the recommended shortcode for shared dashboard pages where different team members use different pipelines.

The Specific Pipeline Shortcode

To always display one specific pipeline regardless of the user:

Replace X with your pipeline’s feed ID. To find the feed ID:

1. Go to Forms > Settings > Gravity Pipeline for your form.
2. Open the pipeline feed.
3. The ID is visible in the URL: …&fid=12

Creating a Pipeline Dashboard Page

1. Go to Pages > Add New in WordPress.
2. Give the page a title like “My Pipeline” or “Sales Board.”
3. In the content area, add the shortcode:
4. Publish the page.
5. Share the page URL with your team (make sure they’re logged in to WordPress to see it).

Access Control

The pipeline board only shows to logged-in WordPress users. Visitors who aren’t logged in will not see the board. You can use a membership plugin or WordPress’s built-in role restrictions to control which users can access your pipeline page.

Tips

• Use a full-width page template (like Elementor Full Width or Canvas) for the pipeline page so the board has maximum horizontal space.
• For teams with multiple pipelines, use the general
  shortcode and have each user set their default — it keeps one shared URL working for everyone.

Next step: Set a default pipeline per user →