Forms: Part 1 – Introduction

In this resource, we discuss how to use the Gravity Forms platform inside of WordPress.

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Hey, everybody. Today, we’re going to discuss the use of forms inside of the SC Baptist website. We use a platform called Gravity Forms for all forms throughout the website. We do not use Google Forms, Wufoo, or any other kind of form builder, such as Formsite. Because Gravity Form integrates directly with the WordPress platform, we utilize that.

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To make a new form or to see how to revise a current form, be sure to hit your little W after you log in and click forms.

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Once you’re there, you’ll see a list that looks like this. These are all of the current forms that are listed inside of Gravity Forms. Today, we’re going to discuss how to make a new form and how to see results and change results of old forms or previously created forms.

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I’m going to click add new, and I’m going to call this my first form. I’m going to create a form.

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Then you’ll see over here, you’ll see some ways the drag and drop fields. I just want a simple form with my name and phone number and email address. If we go to advanced fields, I click and drag name, I click and drag phone, and I click and drag email.

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This phone’s a little bit too long, so I want to make sure that I can click and drag it here so that it looks a little bit better. So now there’s two fields on each line.

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If you click on name, you can adjust name to have it be a prefix, first, middle, last, suffix. For this, I want it to be required because I want somebody to have to fill out their name. Same form, phone required. You’ll see it will be in that format and an email required as well. I could call this email address if I prefer, or I could call this cell phone if I prefer, or then full name. You’ll see that is my form.

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I’m going to click save form now. Now you will see that under forms, the form is there, my first form.

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In addition to editing the form and creating the form, we can now change some settings of how the form gives us notifications, confirmations, and how it integrates directly into Constant Contact. We will discuss how it’s integrated into Constant Contact in another video, as we are still developing that.

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If I click form settings, this will get me back into the form’s name and description. There’s other settings here that you don’t have to necessarily worry about.

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Confirmations. This is how after someone has completed a form, what they are greeted with. If you hit edit, you just have this, “Thank you for contacting us. We will get back to you shortly.” You can make it a little bit better if you’d like. You can make it bolder. You can change it to be centered. You could have it redirect to a specific page when it’s done or a specific page on our site or redirect to an external page if you wish. Or you could just have it go there. We’re going to save this confirmation.

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Notifications. This is when a new form is submitted, what happens? If I hit edit, you’ll see that there is a default notification called admin notification that sends it to the admin email. The admin email should be whatever your email address that you would like it to go to. So set to email that you’d like, from email, from name, reply to name, and subject, new submission of form titles. In our case, new submission of my first form. Then all fields are then listed in here. That’s how you receive information about that. We’re going to leave that alone.

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Under, we’re going to look at another form. We’re going to look at a life transformation story submission. You’ll see here is a more clearly built-out form. You can see the entries if you wish. Here are all the entries that were made to the life transformation stories form. You can also see here how many entries a form have, how many times a form has been reviewed, and then what is the conversion rate of that form.

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Hopefully, that is helpful to you creating a new form inside of WordPress through Gravity Forms.

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New form, entries, settings, you can do this import/export if you wanted to import a form from a previously designed file such as Google Forms or Wufoo, etc. It has the ability to go do that if you follow the instructions listed here.

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We do have some add-ons that we will have at a later point in time, including different add-ons that are available. But we’ll talk about that later. It’s just some general settings. But more than likely, you’re just going to be setting in forms.

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Hopefully, that is helpful to you. If you have any questions, feel free to reach out.

(06:24):

I’m going to one more time just go to my first form and edit it again to show you there’s some other advanced fields. There is this survey functionality that you can answer a survey, agree or disagree. You can have people upload a file if you wish. You can add a list if you wish. You can add HTML, so you could potentially even embed a video if that’s something you’d like to do. Then you can click save form.

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How do I get to a form once the form is created? That is a great question. The link to the form can be shared by embedding it into a page. For example, the ministry support form. Here is the form here, but it is embedded inside of this ministry support page. So creating a landing page for your form is best practices on our new site.

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To do that, follow the instructions in the building a page video tutorial. In addition to that, you can add a form quickly by going to Beaver Builder and then hitting plus, and then you would like to add a form. So you’re searching for Gravity. There’s a Gravity form. I would like to add my first form. I hit save, and there’s my first form. I can choose to include or hide the title if I choose to. In this case, we have this up here, so we don’t want to have the title. We can show the descriptions or not show the description if we wish. But I’m going to not save for now because I don’t want to change it. That’s how you add a form to a page.

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Hopefully, this has been helpful, and if you have any questions, feel free to reach out. Thanks so much.

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