Gravity Forms

Gravity Forms allows you to easily create a form with drag-and-drop ease, see all form submissions in a central location, and easily place your form on any page you’d like.

Concepts to understand:

Fields – each form contains fields, and you click to add them to your form. Edit the characteristics within each field. Duplicate or delete fields. Rearrange content by drag-and-drop of fields.

Notifications – set up all communications when a form is submitted: email form contents to designated people, send a confirmation message to the submitter and/or redirect the submitter to a specific followup page.

Entries – all form submissions are stored in the database within WordPress. You can review form submissions within WordPress, or you can export to .csv files which can be opened by Excel for further analysis.

NOTE: Gravity Forms MUST NOT be used to collect restricted data like credit card numbers, social security numbers, health information, etc.

How to use:

Create a Form – from WP dashboard Forms > New Form

• Give your form a title and description
• Select from Standard and Advanced fields to build the type of information you are collecting on your form.
• Save your form.
• Set notifications (under Form Settings) – new forms come standard with a notification to the site’s primary admin that contains all form fields (recommended: change this to a specific email address)
• Save any last changes. Your form is ready to be embedded on a page.

Review:

From the WP dashboard visit Forms > Forms and open the “Sheet Music Request” form. Review the form editor, form settings, and entries.

Hands-On:

• Create a new form for a Contact the College page.
• Set up fields:
  • Name (first, last) – required field
  • Email Address (confirmation enabled) – required field
  • Phone Number – optional field
  • Question/Comments fields – paragraph text – required field