Website Forms

Creating and Managing Forms with Gravity Forms on WordPress

Objective

This video outlines the steps to access, create, edit, and manage forms using the Gravity Forms plugin on a WordPress website.

Key Steps

Accessing Gravity Forms Plugin 0:00

• Log in to your WordPress website.

• Click on the Forms tool in the left-hand sidebar to open the Gravity Forms plugin.

Creating a New Form 0:32

• Click on Use Template to select a simple contact form template.

• Enter a name for your form and click Use Template to open the Form Editor.

Adding Fields to the Form 0:53

• In the Form Editor, locate the Add Fields tab on the right-hand side.

• Click and drag the desired field (e.g., Phone Number) into your form.

Editing Existing Fields 1:03

• Click on any field in your form to open the Field Settings option on the right-hand side.

Saving and Embedding the Form 1:22

• Click Save Form to save your changes.

• Click Embed to copy the shortcode for your form.

Pasting the Form Shortcode 1:33

• Navigate to the page on your website where you want to embed the form.

• Paste the shortcode into a text module or a code module.

Viewing Form Submissions 2:01

• Hover over the contact form and click Entries to view submissions.

• If there are entries, you will see customer information such as name and email.

Sorting Form Submissions 2:47

• Use the date range filter to sort through form submissions.

Exporting Form Submissions to CSV 2:58

• Click on the Import/Export tab.

• Select the form you want to export from (e.g., Contact Form).

• Choose the fields to export and set a date range if needed.

• Click Download Export File to create a CSV file.

Changing Notification Settings 3:49

• Go back to the Forms section and click into Settings.

• Edit user notifications to customize what the end user sees after form submission.

Updating Admin Notifications 4:14

• Click Edit under admin notifications to add additional emails or change email configurations.

• Update the subject line and content of the notification email.

Finalizing Notification Settings 5:06

• After making changes, click Update Notification to save your work.

Cautionary Notes

• Ensure that all fields are correctly configured before saving the form.

• Double-check the email addresses entered for notifications to avoid missing submissions.

Tips for Efficiency

• Use templates for common forms to save time.

• Regularly check and clean up old form submissions to keep your database manageable.

• Familiarize yourself with the Gravity Forms documentation for advanced features.

Link to Loom

https://loom.com/share/f856a1d2e4f64230aebf5e0c04a51a50