Caldera Forms allows you to create simple through to advanced forms on your website relatively easily. You will see the Caldera Forms option from your WordPress Dashboard menu, and you can click on Caldera Forms to get creating.

There will usually be one or two forms already created as examples, and to create a new form click on the New Form button.

Once you click on New Form, you will be able to select from some templates already created for you such as a Contact Form.

We will choose the Blank Form option to start from scratch. Once you click on the Blank Form option you will need to give your form a name and click Create Form.

Form Layout

The form builder uses rows and columns to arrange and build your form.

You can use the double arrows to split a row, and create two columns in your form.

Before:

After:

When you hover over a row, you will have the option to click on Duplicate or Edit Field as shown in the two icons below:

When you click the Edit icon you will see some options appear on the right hand side of the page.

Here you can choose the field type (these are explained further down on the page).
You will need to give each field a Name, and a Slug (usually the same as the name - all lower case with no spaces).
Depending what Field Type you choose, you will have further options.

To add a new field to your row click the plus symbol as shown below:

You will then see a popup, where you can choose what type of field you would like to add. These are explained further below.

Form Fields

Basic

Select

eCommerce

We will not cover this section, as we do not recommend to take credit card number via an online form - and you could get in trouble with your Bank!

File

The File section lets you allow your customers to upload a file with their email.

Content

The Content option lets you add line breaks or summary explanations to break up your form or explain things or give information.

Special

The Special section gives you advanced options for using reCAPTCHA to stop robots from sending spam emails - however for this to work you will need Site Key and Secret Keys from Google - you can read more about this here.

Email Section

From Name

This can either be the name of the form, or you can choose a form entry such as the customer email:

From Email

Email Address for sender. If you want to use a form field use the "Reply To Email" setting below. Do Not Use A Magic Tag.

Reply To Email

The email address of the person filling in the form. This will allow replies to the email to go to the sender.

Click in the field and choose the email option from your form if you have used one.

Email Recipients

Who to send email to? Use a comma separated list of email addresses to send to more than one address.

BCC & Email Subject

You can send a BCC email to recipients, and the Email Subject will show in the subject line of your email inbox.

Email Message

You can leave the email message with the tag - {summary}, which will send you all fields from your form, or you can customise this as necessary.

Save & Preview Form

There are more options for Processors; Conditions; Revisions; Variables etc however we will not cover these advanced options that are not necessary for most users.

Once you have completed your Form Layout and Email section, you can Save and/or Preview the form.

We would recommend to test the form to make sure it functions as you expect.

Adding The Form To Your Website

When you are ready to add the form to your website go to Caldera Forms from your Dashboard menu and you will see a list of all forms.

If you hover over the relevant form you will see an option to Get Shortcode:

Once you click on the Get Shortcode link you will get a Shortcode to copy that you can paste into the text editor on any page on your site to add the form.

 

The Shortcode can either be added to the standard WordPress page editor:

In the PageBuilder you can add the Shortcode in an HTML or Text Editor module:

Further Help

For further help there are a number of YouTube Videos with instructions and demos, or if you are having any trouble please email webhelp@seekom.com.