Over the years, I have tried a number of form plugins for WordPress, all with their own unique features and strengths. Last March, a new one came on the scene that piqued my interest. It was not only because of who created it, but also, it sounded pretty darn impressive. I explored it a bit, but time got away from me. Since then, I have had a chance to dive deeper into it and I thought it was time to tell you about WPForms.
What impressed me initially was that it not only made it easy to create my forms, but there are a lot of powerful features behind it. So when you are thinking contact forms, think about all the ways you can use them. Over the years, custom forms have helped me in so many ways from increasing conversions to getting new clients.
Getting Started with Your Settings
You will have some General Settings that are straightforward, including adding a logo for you email template. This is a nice touch if you are using auto-responders for your forms.
As you see in the tabs, there are some other options like payments and integrations, which I’ll hit later in this post.
Creating Your WordPress Form
From the beginning, this WordPress form plugin gets you on the right track. Why? Because it offers you templates so you don’t always have to start from scratch. Sure, there are times you have a specific form in mind, but other times it’s nice to get a head start. When adding a new form, you are taken into the WPForms dashboard. You have the choice of starting with a Blank Form,or choosing some other common forms to create.
For example, if I click Contact Form, this is what I get to start with:
If I click Billing/Order Form, this is what I will get:
Fields For Your WordPress Forms
As you see in the screenshot above, you have a lot of fields to choose from and since most are self-explanatory, I am going to just show you a few. One of the cool things is that you can click on any field to add it, or simply drag and drop it to the spot you want it in on your form. Once it’s in the form, just roll over it to drag it to another spot, edit it, clone it or delete it. I particularly like the ability to clone or copy a field, so it shows up right below the one you copied, rather than at the very bottom of your form.
First you have your Standard Fields, which pretty much covers the basics.
If you were to add the Checkboxes and click to edit it, you get these settings:
And added to each field are some Advanced Options; some are similar through all the fields while others are specific to that field. Here is an example of the Advanced Options for the Multiple Choice field. One specific advanced option for this field to show it in one, two or three columns.
If we go to the next set of fields, Fancy Fields, we have several more cool options.
As with the standard fields, each have their own settings. For example, here is the Address field.
And the Date / Time Field.
Let Your Clients and Visitors Upload Files
Another handy field is the File Upload. Being able to create a WordPress file upload form for your site can help with docs, images, video or whatever else you need your clients or contributors to upload to you. You are able to limit the file extensions that are allowed, select the maximum size to upload and choose to store it.
Create Multi-Page Forms
Lastly, I want to share one more field with you. Sometime forms can be long. Or perhaps it’s a questionnaire. Breaking them up on separate pages can make the user experience more friendly. I’m sure you have seen them on other sites. WPForms makes multipage WordPress forms easy. All you have to do is add the Page Break field where I wanted and it adds a Next button with some setting options. And of course, you can easily drag and drop it to reposition it in any spot on your form.
As you can see, I only touched slightly on all the fields that are offered to you, both Standard and Fancy. You can imagine all the things you can do with these fields.
General Form Settings, Notifications and Confirmations
With each form you create, you have options for customizations. In the General Settings you will find these:
Notifications of the emails you want send out can be customized with your own message and Smart Tags. These notifications can be set up to come to you, a staff member, or as an autoresponder to the person who submitted the form, and as many as you want per form.
And you have the choice for Confirmations. You are able to format a confirmation message on the form page that shows after submission, choose a a page you have created on your site, such as a thank-you page or another call to action, or send it to an external or special URL.
Add-Ons That Give You Even More Functionality
Although there is a free version of WPForms available, by purchasing the basic license, you will get the advanced fields that I showed you, as well as support and some other options. With the other licenses, you will get even more add-ons for even greater functionality. This is one of the things I like about this plugin: you have the options to get exactly what you need.
Here are all of the different add-ons available. From adding payment gateways to accepting payments through your form to building your email list through a form, and many more. And yes, there is a conditional logic add-on, which you know, I am a huge fan of.
If you aren’t familiar with this feature, let me just give you a quick couple of instances where you might use it. Often forms become very long. Let’s say that you have three choices of services people can select from: Design, Maintenance and Support. For each one of those, you have additional information you need to collect. So instead of cluttering up a form with dozens of fields, you can tell certain fields to show depending on their selection from the three options.
Or, consider this. You could create three separate notifications, depending on which of those three options are chosen. If they choose Design, the notification goes to Joe. If maintenance, it goes to Jane. And for support, Bob gets it. As you can see, this feature alone is incredibly powerful.
There is a cool collection of add-ons and let’s take a look at four of them.
Custom Captchas Add-on for WPForms
I know. We love to hate them. I know. Some of you might even be saying, I can’t stand those captchas. But hey, they work. And they certainly help protect your form from a mass invasion by those bots roaming the web.
What’s nice about this one is you can customize it in a couple of ways.
Adding a simple math problem is easy. And you can customize the label to ease the pain.
Question and Answer
Or you can put in your own question and answer. You can have fun with this one, but do make sure it’s simple enough for everyone. I may not use what I put in the example, but it’s not there to confuse people or make them think. It’s just a step to keep those bots away. Maybe ask something like, Is water wet?
Geolocation Add-on for WPForms
Now maybe for a specific form you want to see the location of the submitter. This probably isn’t something you need for your standard contact form, but it could come in handy for your own stats. All you do is activate it and let it do its thing.
I tested it, and yes, it works. You will find it in the single entry. This is only the location (city and state) and not the specific address, which would be very creepy.
Signature Add-on for WPForms
There are several reasons that you might want someone to add a signature to the end of a form. Let’s say you have terms they need to agree to for a service that they are hiring you for. Sure, there can be a check-off box. But requiring them to sign it takes it to a new level. It may even make them decide that they should actually read those terms of service before they sign.
Just add it to any form.
They can sign it using their mouse on the desktop or by touch on mobile. Here I did it on my iPad.
Post Submissions Add-on for WPForms
Do you accept guest posts? Or perhaps you have a few external writers that contribute to your post regularly. Whatever the case, this adds a Post Submissions template for creating a form.
You have several options of fields you can add, move, change or delete. It also gives you choices of what content you want dropped into specific areas and what the post status should be once it’s submitted and added to your post page.
And the form looks like this. You can also do further edits or even add additional fields.
Take WPForms for a Spin
With any feature-filled plugin like this, I can only touch the surface of what you can do with it. Between the assortment of fields you can add and the variety of add-ons available, you can just about create any kind of form on your WordPress blog, site or online store. The sky’s the limit. And you will get great documentation and support. So if you are looking for a WordPress form plugin that is easy to use and set up, but also gives you incredible functionality, check out WPForms for sure.