Creating Forms

Forms are integral as means of communication between the people behind the website and the visitors. Forms are used to collect information or payment. Contacting, event registration, and donations are all done through forms. I prefer to use the Gravity Forms plugin for my forms – go ahead and install the Gravity Forms plugin and we’ll get started. Once it’s installed, hover over ‘Forms’ on the dashboard menu, then click ‘New Form.’

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Then give your form a name, description, and click ‘Create Form’

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From there, you’re greeted with a nice little guide for your form (green box in the picture below). The series of buttons and options on the right (red box in the picture below), however, is your bread and butter here. The fields are where visitors will input information. Standard fields mostly relate to fields that collect specific information. They are best used when you need to customize your field to be applicable to exactly what you’re doing. Advanced fields are good for contact information such as name, address, emails, website URLs, etc. Those are less useful when modified away from their original purpose. Post fields are best used for forum-type applications, where visitors are the ones making the posts. Pricing fields are used when you are selling a product, or accepting event registration where there is an entry fee, for example.

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As with the getting to know WordPress tutorial, my best advice here is to experiment with your own test form. Add in fields of your choice, preview the form, take note of what changed, and continuously play around and improve at what you’re doing. If you find that a field is close but can’t quite do what you want it to, try expanding it and playing around with conditional formatting. Below is an example of a finished form for an charity bike ride event that uses conditional formatting when more than 1 registration is being done at once.

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The red box along the top is where you choose between editing it, settings (like what the form says after it has been submitted, entries (looking at the responses from those who filled it out), sales, and preview. These are important when building your form and seeing the responses and what it will look like.

Inserting your form into your page 

To place your form into your page, click where you want to put it, and then click ‘Add Form’ above the toolbar.

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From there, click ‘Select a Form,’ select the form you have created, and press ‘Insert Form.’ On the back end it will show a line of code, but when you preview or publish the page, the working form will be right where you put it!

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Additional Videos:

The basics of creating forms using the Gravity Forms plugin

How to improve the look of your forms –

How to take payment from your form!

Thanks to Webtegrity for the videos!

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