Forms

Locate the Forms section in the Wordpress Menu. This is where you can add, edit or remove forms.

Create a new form

To add a new form from the main Forms view you can select the “Add New” button. You can also hover over the “Forms” tab in the Wordpress menu and select the “New Form” tab.

1. Add necessary fields. The fields described below are the fields we consistently use on our forms. You can drag and drop form entries to reorder.
   1. Common Standard Fields:
      1. Single Line Text: one line of text.
      2. Paragraph Text: large section of text.
      3. Drop Down: a drop down list of options.
      4. Multi Select: a list of options that allows multiple selections.
      5. Number: a number up to 9,999
      6. Checkboxes: a series of choices selected by checkboxes
      7. Section: section break and header. Best used to label sections on a form if there are multiple sections.
   2. Common Advanced Fields:
      1. Name: first and last show up by default. Other name entries can be selected in the field settings once added to the form.
      2. Date: one single date. We don’t have a field for date ranges but you can add multiple date fields.
      3. Time: one time. We don’t have a field for time range but you can add multiple time fields.
      4. Phone: phone number. International option is available.
      5. Address: entry fields can be edited once this field is added to the form
      6. Website: website URL
      7. Email: email address. This is often used as the “Reply to” email in Notifications.
      8. File Upload: best for job application forms (resume uploads)
      9. CAPTCHA: automatically included in all forms. You won’t need to add this field.
      10. Consent: checkbox that asks users to agree to terms. Default says “I agree to the privacy policy” but this can be edited in the field settings.

To add fields drag and drop options from the right sidebar onto the form. Move fields within the form by dragging and dropping them above or below other fields. Remove fields by hovering over then selecting the Delete button.

All Form fields can be edited by either hovering over then selecting Settings or selecting the field.

View more information about specific fields here.

Once all fields have been added and edited to preference, click “Save Form”. This will save the form entries.

Add Notification Settings

All contact forms must have specific notification settings completed to ensure you receive the forms filled out on your website. Many of these settings pre populate based on information from the general and company settings, but to check:

1. Navigate to the top of the page, hover over “Settings” and click on “Notifications.” Then select “Admin Notification.”

2. Make sure the “Send to” email is the client or companies’ main email address – it’s very important this be accurate to ensure the client gets notified of form submissions.

3. “Name” should be “Admin Notification”

4. The “From Email” should be “messages@fareharbor.site”

5. “Reply To” – click the “{..}” dropdown, click “Email,” and the one available will autofill in the field

6. “Subject” should be labeled “New form submission {form_title}”

7. “Message” should have {all_fields} in the text box.

8. Click “Update Notification”.

To customize what customers see after form submission…

1. Go into the form from the “Forms” page.
2. Hover over “Settings” and click on “Confirmations”
3. Choose “Default Confirmation”
4. You may change the message to say anything you’d like. This message will appear in the place of the form after someone submits the form.
5. If you’d like visitors to be redirected to another page on the site, click on “Page” and select the preferred page from the drop down.
6. You may also select “Redirect” and enter a custom URL. It is recommended to keep clients on the site and not redirect them to another website after they complete a form.

To add a form to a page…

1. Add a Gravity Form block.
2. Select a form from the dropdown.
3. You can choose whether or not you would like the title and description to appear with the checkboxes in the Options tab.