Many websites can benefit from a form function where you can create forms for visitors to fill out. You might want to include a contact form for visitors to get in touch with you, a signup form for a newsletter, or a survey to evaluate the user experience.

There are many free form plugins for WordPress, but these are often simple and limited in their functionality. Meanwhile, premium form plugins like Gravity Forms allow you to do much more with customizing your forms and handling the data you receive from completed forms.

Gravity Forms has been around for more than a decade, and it has become a trusted, go-to name in the WordPress form plugin space. In this post, we’ll learn how to install Gravity Forms on your website and get the most from its features.

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1. Download Gravity Forms.

After purchasing a Gravity Forms annual license, you will be able to download the plugin as a .zip file. Save this file to your desktop.

Downloading Gravity Forms, WordPress plugin.

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2. Upload the Gravity Forms plugin to WordPress.

In your WordPress dashboard, select Plugins > Add New. Click Upload Plugin, then locate the Gravity Forms .zip file on your computer to upload.

Upload page for uploading Gravity Forms to WordPress.

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3. Install and activate the plugin.

After you have uploaded the .zip file, select Install Now, then Activate Plugin.

Install page for installing and activating the Gravity Forms WordPress plugin.

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4. Add the license key.

Gravity Forms provides you with a license key upon purchase, which grants access to the full plugin functionality, including support, automatic updates, and add-ons.

Enter the license key in the field to continue setting up the plugin.

Add a license key to Gravity Forms WordPress plugin.

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5. Configure general plugin settings.

You’ll then see a page that allows you to set general settings for your plugin installation. These settings include preferred currency for payments, error logging, and background updates. Background updates are convenient, as they ensure your installation of Gravity Forms is the latest, safest version

Background update for Gravity Forms WordPress plugin.

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6. Create a form.

Once you have successfully installed the plugin and chosen your settings, you’re ready to create your first form. Click Create a Form, then click the Add New button on the Forms page. From here, you can add a title and description to your form.

Then, you'll enter the form editor, where you can use the drag-and-drop builder, fields, and customization tools to build the form you want.

Create a form page on WordPress plugin, Gravity Forms.

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7. Add the form to your site.

When your first form is complete, you can add it to your website. Navigate to Pages on your WordPress dashboard, then either select Add New or choose an existing page.

In the page editor, there is an Add Form button above the visual editor. Selecting this button reveals a drop-down menu with your forms. Select the form you just created and click Insert Form.

Add a form to your site with Gravity Forms, the WordPress plugin.

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Click Update for the page, then visit your website to view the new form on the page.

Gravity Forms Plugin Features

The Gravity Forms plugin offers many options to make your WordPress lead forms easy and convenient to use. Here are some standout features to elevate your forms to better capture user info.

Form Editor

The Gravity Forms builder functions as a user-friendly drag-and-drop interface. In the form editor, you can easily add new fields, select types of fields, and rearrange the fields as needed. The plugin offers more than 30 types of form fields, so you gather just about any info you need.

Email Forwarding

Once visitors start filling out your forms, Gravity Forms can send the submissions to specified team members depending on the content filled out in the form.

Say you have a pet grooming business with different employees specializing in different animals. You may offer a form that asks interested customers to select the size of the pet that needs grooming (e.g., dog, cat, rabbit). Customers who select “rabbit” will have their submission sent to the email of the employee who specializes in grooming pet bunnies. Your application might be less adorable, but just as practical.

Conditional Logic

Gravity Forms' conditional formatting function — perhaps its most popular feature — allows you to reveal or hide specific fields depending on a user's answer to or selection of a certain field in the form.

For example, if one field asks, "Do you have a pet?" and the user selects "Yes," a new question appears prompting the user to select what types of pets they own from a list. If the user selects "No," the list field remains hidden.

Payments

Another popular Gravity Forms feature allows you to insert pricing fields to accept payments. Gravity Forms is integrated with PayPal, so you can easily and securely collect payments straight from your form.

Data Export

If you need to save form responses, you can also export from data as an Excel spreadsheet. This is especially handy if you are collecting data from your forms over a long period of time.

Gravity Forms also offers conversion data, so you can quickly compare the number of submissions you are receiving compared to the number of people viewing the form in order to make changes and increase sales.

File Uploads

A notable advanced feature of Gravity Forms is the ability of users to upload files, including images or documents, in form submissions. If you accept user-generated content, Gravity Forms can handle that, too. You can make a form for visitors to submit WordPress posts for your website.

Using Gravity Forms to Engage Your Audience

To build trust with and effectively market to your visitors, forms are essential to consider when building your WordPress website. It’s worth the investment in a high-quality plugin to ensure your data collection is seamless and pleasant for users.

That’s why we recommend Gravity Forms — this powerful plugin will take your forms to the next level. With it, you can highly customize each form, from what the user sees, to what the user can submit, to who receives the responses. Whether you need simple contact forms, email sign-ups, or even plan to make sales forms, Gravity Forms can help you do all of this and more for your WordPress site.

Use HubSpot tools on your WordPress website and connect the two platforms  without dealing with code. Click here to learn more.

 Use HubSpot tools on your WordPress website and connect the two platforms  without dealing with code. Click here to learn more.

Originally published Oct 12, 2020 7:00:00 AM, updated October 12 2020

Topics:

WordPress Plugins