form-menuOur CMS Websites provide the very easy to use and popular Gravity Form plugin. Gravity Forms allows you to create forms in minutes, and is very easy to manage notifications. You can also edit your forms any time.

To access the Gravity Forms plugin options locate the Forms link on your website administration menu (see image to the right).

Click on the tabs below to learn how to work with your maps.

 

 

The New Form section provides you with an easy way to create a new form.


Create a Form

  1. From the left panel menu in WordPress click on Forms > New Form
  2. The form editor appears on the left side of the screen, the form field toolbox appears on the right side.
    The form field toolbox is in an expand and collapse interface that allows you to select which field type you would like to add to your form. To add a form field to your new form just click on the field and it will be added to the bottom of your form.
    new-form-01
  3. To start editing your new form just click on the Untitled Form box to open the options.
    Enter a Title, edit Description if required and set Label and Description placements.
    new-form-02
  4. Now you can start adding fields to your form, check the form fields toolbox to the right and click on the fields you want to add. In the image you can see that we have added the Name, Phone and Email field.
  5. You may edit individual form fields by hovering over the field you would like to edit and click on Edit Link. This will display the field editor interface and enable you to fine tune the available field options.
  6. To re-order fields on your form, drag and drop them to arrange them in the desired order.
    new-form-03
  7. After you have edited the Form Settings and added your desired Form Fields, click the Save button at the bottom of the form editor to save your new form.
  8. Once your form has been saved, a screen will display guiding you to the next step in the form creation process. From this screen you can preview your new form, set up email notifications, continue editing the form or return to the form list page.
    new-form-04

Form Notifications

Notifications enable you to manage communication that takes place as a result of a form submission. This allows you to automatically send an email to the user immediately after he submits a form, as well as send an email notification to an administrator with the contents of the form entry.


Notifications to Administrator

notifications

  • Enable email notification to administrators.
    Checking this option enables the administrator notification. You are still required to fill out the necessary fields, but Gravity Forms will not send out an administrator notification unless this option is checked.
  • Send To Email
    Enter the email address you would like the administrator notification email sent to. You can optionally select Routing which allows you to route the email based on field selections.
  • From Email
    Enter the email address you would like the administrator notification email sent from, or select the email from available email form fields.
  • BCC
    Enter a comma separated list of email addresses you would like to receive a BCC of the administrator notification email.
  • Subject
    Enter the subject you would like used for the administrator notification email. You may insert form field variables in this field using the included Insert Form Field drop down.
  • Message
    Enter the body message you would like used for the administrator notification email. You may insert form field variables in this field using the included Insert Form Field drop down.
  • Merge Tags
    You can use the merge code drop down, also known as the “Insert Form Field” drop down to generate a merge tag. Merge tags are used in the Message field and can also be copy-n-pasted into any of the other Notification fields where appropriate.

Notifications to User

notifications02

  • Enable email notification to users
    Checking this option enables the user notification. You are still required to fill out the necessary fields, but Gravity Forms will not send out a user notification unless this option is checked.
  • Send To Email
    Select the email form field that the user notification email should be sent to.
  • BCC
    Enter a comma separated list of email addresses you would like to receive a BCC of the user notification email.
  • From Email
    Enter the email address you would like the user notification email sent from.
  • Reply To
    Enter the email address you would like to be used as the reply to address for the user notification email.
  • Subject
    Enter the subject you would like used for the user notification email. You may insert form field variables in this field using the included Insert Form Field drop down.
  • Message
    Enter the body message you would like used for the user notification email. You may insert form field variables in this field using the included Insert Form Field drop down.
  • Merge Tags
    You can use the merge code drop down, also known as the “Insert Form Field” drop down to generate a merge tag. Merge tags are used in the Message field and can also be copy-n-pasted into any of the other Notification fields where appropriate.

Add a form in a page

After you have created a form you need to add this to a page in your website in order to display it. Follow instructions below to perform this.


  1. Create a new page or open the page where you want to add the form.
    Clicking on the Add Form icon
    add-form-01
    The Add Gravity Form window will be presented to you.
    add-form-02
  2. Select a form from the drop down menu.
  3. After you have specified your options click on Insert Form button.

 

Edit a Form

The Edit Forms page displays a list of all your forms. From this page you can manage and edit your existing forms, and get a quick rundown on basic analytics such as views, number of entries and the conversation ratio.


Instructions

  1. From your WordPress Menu click on Forms
  2. Hover over the form in the list. As you can see in the image to the right a number of links will be presented to you.
    edit-form
  3. Click on Edit link to open the form in Edit Mode.
  4. Make all the changes you want and in your form and click on Update Form button.