Kacie Cooper Stotler, Writer at WPForms https://wpforms.com Drag & Drop WordPress Form Builder Wed, 05 Mar 2025 04:35:20 +0000 en-US hourly 1 https://wpforms.com/wp-content/uploads/2016/02/cropped-sullie-favicon-32x32.png Kacie Cooper Stotler, Writer at WPForms https://wpforms.com 32 32 File Upload Security: Top Tips for Online Forms https://wpforms.com/file-upload-security-top-tips-for-online-forms/ Tue, 04 Mar 2025 13:00:00 +0000 https://wpforms.com/?p=3052278 Allowing users to upload files through your online forms can be incredibly useful for job applications, support tickets, or document submissions. However, it can also be a risky business... Improper handling of file uploads could invite malware infections, unauthorized access, and server vulnerabilities without you realizing it.

So, do you want to protect yourself before you wreck yourself? Keep reading to discover our top tips for file upload security with your online forms.

The post File Upload Security: Top Tips for Online Forms appeared first on WPForms.]]>
Allowing users to upload files through your online forms can be incredibly useful for job applications, support tickets, or document submissions. However, it can also be a risky business… Improper handling of file uploads could invite malware infections, unauthorized access, and server vulnerabilities without you realizing it.

So, do you want to protect yourself before you wreck yourself? Keep reading to learn my top tips for file upload security with your online forms.

File Upload Security: Top Tips for Online Forms

1. Restrict Certain File Types

Not all file types should be accepted on your forms! Restricting uploads to only necessary and safe formats (like PDF, JPG, and PNG) minimizes security risks.

Fortunately, you can restrict certain file types in WPForms

Our flexible form builder lets you specify permitted file extensions in the File Upload field settings.

To further customize accepted file types, you can use the File Upload Types by WPForms plugin to enable additional safe file formats.

Avoiding file types like .exe, .php, or .js helps prevent potentially malicious files from being executed on your server. Additionally, blocking uncommon formats reduces the risk of accidental security loopholes.

Create Your WordPress Form Now

2. Set File Size Limits

Large file uploads can slow down your website and may indicate an attempt to exploit server resources. So keeping file sizes within reasonable limits reduces the risk of attacks.

Once again in the File Upload field settings, you can define your maximum file sizes.

A good rule of thumb is to set a file size limit that accommodates your needs without allowing excessive uploads. For example, image uploads for a contact form might be capped at 2MB, while document submissions for a job application could allow up to 5MB.

For additional server-level restrictions, adjust the php.ini file or use your hosting provider’s settings to enforce limits.

3. Scan Uploaded Files for Malware

Cybercriminals can disguise malicious files as legitimate uploads.

As in, a .jpg image might actually contain embedded malicious code. Without scanning, these files could be executed unknowingly and lead to a data breach or compromised website.

To protect your site:

  • Use a WordPress security plugin with malware-scanning capabilities.
  • Store uploaded files in a quarantine folder and scan them before making them accessible.
  • Consider integrating third-party services for automated scanning of uploaded files.

Some hosting providers also offer built-in malware scanning tools, which can be scheduled to run periodically and catch potential threats before they become a problem.

Taking these measures is like having your own security guard to ward off those pesky criminals.

4. Secure File Storage and Access

Where and how you store uploaded files matters. Instead of keeping sensitive files in your public wp-content folder, opt for more secure storage solutions.

To utilize offsite storage options, WPForms allows you to integrate with:

  • Dropbox: Automatically send uploaded files to Dropbox for secure storage.
  • Google Drive (via Zapier): Use Zapier to move files from WPForms to Google Drive, reducing storage risks on your WordPress server.

When setting up your file storage, be sure to configure access permissions properly to prevent unauthorized access. More on that, next.

5. Grant Access & Require Passwords

Not all users should be trusted with the content uploaded on your forms. So, you should consider taking a few steps to limit this access.

This way, unauthorized people are prevented from accessing sensitive information uploaded through your forms.

To adjust these settings, navigate to the Advanced tab and click Enable File Access Restrictions.

When toggling this option, a dropdown menu appears below. Here, you can select which users have file access. Select logged-in users to make sure only these folks can view the uploaded files.

Another choice you have when enabling restrictions is to add password protection. If you want to require a password for a user to access an uploaded file, toggle the Password Protection option.

Doing so will prompt you to enter and confirm the password that users will need to use.

Not a logged-in user? No file for you! Don’t have the password? Sorry, not sorry!

Taking a couple of simple, extra measures on your file upload forms can work wonders for protecting your site.

Also Read: How to Assign User Roles Conditionally in WordPress

6. Enable HTTPS for Secure File Transfers

To protect file uploads from being intercepted by attackers, make sure your site uses SSL/HTTPS encryption. Many hosting providers offer free SSL certificates, or you can set it up with a provider for added security.

When HTTPS is enabled, all file uploads and downloads are encrypted in transit. If your site is still using HTTP, search engines may flag it as “Not Secure,” and your users may not trust it.

To check if your site has SSL enabled, look for the padlock symbol in your browser’s address bar. If you don’t see it, you may need to install an SSL certificate through your hosting provider.

7. Regularly Audit and Delete Unnecessary Files

Leaving old, unused uploaded files on your server can increase security risks.

Instead, you should regularly:

  • Audit stored files for any security threats.
  • Delete outdated or unnecessary uploads to keep your site clean and secure.

File uploads are a powerful feature, but you do want to protect your forms with proper security measures.

With WPForms’ built-in security features and integrations like Dropbox and Google Drive, you can take ownership of file management without sacrificing safety. Implement these best practices today to keep your site secure!

Create Your WordPress Form Now

FAQ

Need the highlights? Browse our frequently asked questions about file upload security:

How can I prevent users from uploading potentially harmful files?

You can restrict file uploads to safe formats (like PDF, JPG, and PNG) using WPForms’ File Upload field settings. For more control, use the File Upload Types by WPForms plugin to customize allowed file extensions.

How do I prevent unauthorized users from accessing uploaded files?

Limit file access by adjusting user roles and permissions in WordPress. Use WPForms’ file access settings to restrict who can view or download uploaded files from the backend.

Should I store uploaded files on my WordPress server?

While you can store files on your WordPress server, offsite storage solutions like Dropbox (WPForms Addon) or Google Drive (via Zapier) provide better security and reduce server risks.

Next, Monitor and Analyze Spam

Another critical aspect of file upload security is monitoring for spammy or unwanted submissions. Bots and spammers often attempt to flood upload forms with junk files. Want to use it to your advantage? Learn how to monitor and analyze spam in our full guide.

Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes lots of free templates and offers a 14-day money-back guarantee.

If this article helped you out, please follow us on Facebook and Twitter for more free WordPress tutorials and guides.

The post File Upload Security: Top Tips for Online Forms appeared first on WPForms.]]>
How to View Your Form History in WordPress https://wpforms.com/how-to-view-your-form-history-in-wordpress/ Tue, 18 Feb 2025 13:00:00 +0000 https://wpforms.com/?p=3039779 So you're building a complex form full conditional logic and other bells and whistles, beautifully organized columns when suddenly — you delete something by mistake.

Never fear! WPForms offers a Form Revisions feature where you can revert to earlier versions of your forms with just a few clicks.

The post How to View Your Form History in WordPress appeared first on WPForms.]]>
So you’re building a complex form full of conditional logic and other bells and whistles, beautifully organized in your chosen layout when suddenly — you delete something by mistake.

The entire form changes and you’re not sure how to fix it. Chaos ensues. In the distance, sirens… Never fear! WPForms offers a Form Revisions feature where you can revert to earlier versions of your forms with just a few clicks.

Want to learn more? Keep reading! In this tutorial, I’ll show you how to access your form history in WordPress and explain how this feature can save your form.

How to View Your Form History in WordPress

Step 1: Open the Form Builder

First, log in to your WordPress dashboard and navigate to WPForms » All Forms.

Then, just click on the form you want to review. Doing so will open up the form builder where you can view your form history.

Create Your WordPress Form Now

Step 2: Access the Revisions Panel

Once the form builder opens, look for the clock icon in the lower left corner.

This is the Form Revisions panel. You’ll use this access panel to browse your form history and make modifications.

Step 3: Browse Previous Versions

Clicking the clock icon will display a list of previous versions of your form. Each version includes a timestamp and the user who made the changes.

You can view any revision by clicking on it.

You’ll see the previous version of your form in the preview area on the right side of the builder.

Step 4: Restore a Previous Version

To restore an earlier version of your form, simply click on it, then hit Restore this revision on the alert bar at the top of your form.

Your form will then revert to the older version with the exact fields and settings it had at the time it was saved.

Also Read: File Upload Security: Top Tips for Online Forms

Bonus Tip: Disabled and Limited Revisions

By default, WPForms keeps a history of form revisions. However, certain hosting providers or plugins may impose restrictions that disable or limit this feature. So if WordPress post revisions are restricted or turned off on your site, WPForms form revisions will also be affected.

If post revisions are disabled, a red exclamation mark will appear next to the form revisions icon in the form builder. Then, in the Form Revisions panel, you’ll see a message indicating that WordPress post revisions have been disabled.

If revisions are enabled but your site has a set limit on how many revisions can be stored, you’ll see a notice about the restriction.

When to Use Your Form History

Here are a few scenarios where Form Revisions can save the day:

  • Recover from accidental changes: If you or a team member mistakenly remove fields or modify settings, you can quickly undo those changes.
  • A/B testing form layouts: Save different versions of your form and compare their performance before settling on the best one.
  • Undoing changes after plugin updates: If an update affects your form’s functionality, you can revert to a working version in seconds.

WPForms’ Form Revisions provide a simple yet powerful way to track and restore changes to your forms. Whether you’re working solo or collaborating with a team, this tool guarantees you never lose important modifications.

Create Your WordPress Form Now

FAQ

Looking for a certain tip or detail? Check out our most frequently asked questions.

How often does WPForms save form revisions?

WPForms automatically saves revisions whenever you save changes to your form. Each version is timestamped and includes the user who made the edits.

Will restoring a previous version affect my form submissions?

No, reverting to an earlier form version only changes the form’s structure and settings. Previous submissions remain unaffected in your entries.

What should I do if the Form Revisions panel is disabled?

If you see a red exclamation mark next to the revisions icon, it means that WordPress post revisions are disabled. You may need to check your site’s settings to enable them, or contact your hosting provider if they have imposed limits on WordPress revisions.

Next, Revise Your Submit Button

Whew! In this post, we averted a crisis — losing form modifications and revisions. And since you know how to revert to an earlier form to test layouts, why not try out some additional styling?

You can even modify the submit button on your form! Take a look at our suggested best practices to boost clicks.

Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes lots of free templates and offers a 14-day money-back guarantee.

If this article helped you out, please follow us on Facebook and Twitter for more free WordPress tutorials and guides.

The post How to View Your Form History in WordPress appeared first on WPForms.]]>
12 Appointment Reminder Templates for Email and SMS https://wpforms.com/appointment-reminder-templates-email-sms/ Tue, 11 Feb 2025 13:00:00 +0000 https://wpforms.com/?p=3040248 Sending appointment reminders via email or SMS is easier than ever with WPForms and the Twilio addon. You might be confirming an appointment, sending a friendly reminder, or even following up with last-minute details.

Whatever the case may be, these automated messages guarantee smooth communication.

The post 12 Appointment Reminder Templates for Email and SMS appeared first on WPForms.]]>
Sending appointment reminders via email or SMS is easier than ever with WPForms and the Twilio addon. By integrating Twilio, you can automate personalized reminders that keep your clients informed and reduce the risk of no-shows.

You might be confirming an appointment, sending a friendly reminder, or even following up with last-minute details. Whatever the case may be, these automated messages guarantee smooth communication.

Need some ideas? Let’s go! Today I’m sharing 12 appointment reminder templates for email, SMS, and WhatsApp, so you can keep your clients on track without the hassle.

Appointment Reminder Templates for Email and SMS

Email Templates

Here are some sample appointment reminder email templates to keep your clients informed and engaged. Whether you’re confirming, reminding, or sending a last-minute nudge, you want clear communication to minimize no-shows.

1. Confirmation Email

Send a confirmation email to your client to let them know their appointment is officially scheduled, providing all the essential details like date, time, and contact information for clarity.

Subject: Appointment Confirmation: [Business Name]

Body: Hi [First Name], your appointment with us is confirmed for [Date] at [Time]. We look forward to seeing you! If you have any questions, don’t hesitate to ask.

Create Your WordPress Form Now

2. Reminder Email

Schedule a reminder email like this to gently remind your client of their upcoming appointment, keeping the date and time front and center while offering an easy way to reschedule if needed.

Subject: Your Upcoming Appointment with [Business Name]

Body: Hi [First Name], your appointment is coming up on [Date] at [Time]. We’re excited to see you! If you need to reschedule, click here: [Reschedule Link]. See you soon!

3. Last-Minute Nudge Email

Draft this last-minute nudge email to your client as a final reminder of their appointment, emphasizing the urgency of the upcoming time and providing an option to cancel or reschedule if necessary.

Subject: Final Reminder for Your Appointment Tomorrow

Body: Hi [First Name], this is a final reminder for your appointment with [Business Name] tomorrow at [Time]. If you need to cancel or reschedule, please let us know!

You can further customize each template to fit your specific needs, and with WPForms’ notifications and email marketing integrations, these emails can be automated for a hands-off workflow!

SMS Templates

Now, here are some SMS reminder templates that you can use to keep your clients on track. SMS is an excellent way to deliver quick and effective reminders right to their phone.

1. Confirmation SMS

Send this confirmation SMS to quickly inform your client that their appointment is officially scheduled, providing the key details in a concise format that’s easy to read on any device.

Text: Your appointment with [Business Name] is confirmed for [Date] at [Time]. We look forward to seeing you!

2. Reminder SMS

You might schedule a reminder SMS for your client as a quick and clear nudge about their upcoming appointment, making sure to include the key details so they don’t forget or miss the time.

Text: Hi [First Name], just a reminder about your appointment with [Business Name] on [Date] at [Time]. See you then!

3. Cancellation SMS

Text: Hi [First Name], your appointment for [Date] has been canceled. If you need to reschedule, please contact us at [Phone Number].

With WPForms’ Twilio integration, these text messages can be automatically sent to your clients in addition to your email reminders. It’s that easy!

WhatsApp Templates

WhatsApp is a powerful tool for sending appointment reminders, and with WPForms’ Twilio integration, you can also automate personalized messages directly to your clients’ WhatsApp inboxes.

Since WhatsApp is often used for more interactive communication, these messages help you build closer connections with your clients while keeping them informed.

1. Confirmation WhatsApp

Send this WhatsApp message to confirm appointments while providing reassurance and a quick way for clients to reach out if needed.

Message: ✅ Your appointment with [Business Name] is confirmed for [Date] at [Time]. See you soon! Reach out if you need to make any changes.

2. Reminder WhatsApp

This WhatsApp reminder gently nudges clients about their upcoming appointments and makes rescheduling easy with a quick reply option.

Message: 👋 Hi [First Name], your appointment with [Business Name] is on [Date] at [Time]. If you need to reschedule, let us know here.

Encourage clients to stay connected by sharing a link to your WhatsApp community, where they can receive updates, special offers, and engage directly with your business.

Message:🌟 Join our exclusive WhatsApp community for updates and special offers! Click to join: [Community Link].

Bonus: Order Summary Templates

Sometimes, your visitors might not only schedule an appointment but also make a purchase through your form—like ordering lunch during event registration. So, it may be helpful to send an order summary along with your reminders.

1. Order Confirmation (Email)

Use this email to confirm a client’s order or signup, providing a detailed summary of what they purchased and reassuring them that their order is being processed.

Subject: Your Order with [Business Name] – Confirmation

Body: Hi [Customer Name], thank you for your order! You’ve successfully signed up for [Product/Service]. Here are the details:

  • [Product/Service Name]
  • Price: [Amount]

Your order will be processed shortly, and you’ll receive an update soon. Thank you for choosing [Business Name]!

2. Purchase Reminder (SMS)

Send this SMS to remind clients of their recent purchase, including key order details and an easy way to reach out with questions or concerns.

Text: Hi [Customer Name], thanks for purchasing [Product/Service]! Your order total is [Amount]. If you need help or have any questions, just reply!

3. Sign-Up Confirmation (Email)

Use this email to welcome new subscribers and confirm their plan or service details, so they feel valued and excited to get started.

Subject: Welcome to [Service Name] – Your Subscription is Active!

Body: Hi [Customer Name], welcome to [Service Name]! You’ve successfully signed up for [Plan Name] at [Price]. We’re excited to have you on board!

How to do it

In the WPForms form builder, setting up appointment reminders is simple and customizable. You can choose to send reminders via email, SMS, or WhatsApp, so your message reaches clients no matter where they are.

Want to increase visibility? Combine both email and text notifications for maximum coverage.

If you prefer a more personalized approach, you might let your visitors choose their preferred communication method. With conditional logic, you can automatically route reminders to the correct channel based on your visitor’s selection.

Twilio conditional logic fields

Personalizing with Smart Tags

And with the WPForms Twilio addon, you can make your reminders more engaging by incorporating details submitted through your forms.

Setting smart tags

Smart Tags allow you to personalize each message with information like:

  • Visitor’s Name: Adding your website visitor’s name brings a personal touch that makes your message feel more meaningful.
  • Appointment Time: Clearly state the date and time of your site visitor’s appointment to avoid any confusion.
  • Booking Confirmation: Confirm their reservation to provide reassurance and prevent any doubts.
  • Personalized Call-to-Action: In WhatsApp, include a relevant pricing link and a clear CTA for easy action.
  • Order Summary: Summarize what they’ve purchased or signed up for, highlighting the key details.

Want a full walk-through of Smart Tags in the form builder? Read our tutorial doc.

Whether you’re sending an email or SMS, WPForms’ Twilio integration allows you to automate reminders and summaries that keep your clients informed and active — without heavy lifting on your part.

See what WPForms and Twilio can do for you!

Create Your WordPress Form Now

FAQ

How do I set up appointment reminders in WPForms?

You can easily set up appointment reminders by choosing SMS, WhatsApp, or email as the delivery method, and then creating a message to be sent automatically after form submission.

Can I personalize appointment reminder messages?

Yes! By using Smart Tags, you can personalize each reminder with details like the visitor’s name, appointment time, and booking confirmation.

Is it possible to automate appointment reminders?

Absolutely. With WPForms and the Twilio addon, appointment reminders can be fully automated, saving you time and guaranteeing your clients never miss an important reminder.

Next, Update Your Calendar

In this post, I showed you how to send appointment reminders to clients through various communication methods. But what about the online calendar you utilize with your site? If you’re limited by what you can do, it might be time to switch.

Take a look at these easy directions covering how to switch to Sugar Calendar!

Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes lots of free templates and offers a 14-day money-back guarantee.

If this article helped you out, please follow us on Facebook and Twitter for more free WordPress tutorials and guides.

The post 12 Appointment Reminder Templates for Email and SMS appeared first on WPForms.]]>
How to Switch from The Events Calendar to Sugar Calendar https://wpforms.com/how-to-switch-from-the-events-calendar-to-sugar-calendar/ Tue, 04 Feb 2025 13:00:00 +0000 https://wpforms.com/?p=3025871 If The Events Calendar feels like it’s holding you back, it’s time to make the switch to Sugar Calendar.

Not only is it lightweight and simple to use, but with great features and WPForms integration, you’ll unlock a whole new level of event management.

Ready to upgrade? I'll show you how to do it in only 5-ish steps.

The post How to Switch from The Events Calendar to Sugar Calendar appeared first on WPForms.]]>
If The Events Calendar feels like it’s holding you back, it’s time to make the switch to Sugar Calendar.

Not only is it lightweight and simple to use, but with great features and WPForms integration, you’ll unlock a whole new level of event management.

Ready to upgrade? I’ll show you how to switch from The Events Calendar to Sugar Calendar in only 5-ish steps.

How to Switch from The Events Calendar to Sugar Calendar

Backup Your Website

Before making the switch, it’s a good idea to back up your WordPress site, including the database, files, and plugins.

Since you’ll be exporting and importing events from one calendar to another, backing up your site can help to avoid things being lost in the shuffle.

But don’t worry—it’s an easy shuffle. 😉

Also Read: Duplicator Review: Is It the Best WordPress Backup Plugin?

1. Install Sugar Calendar

Now, let’s get to the good stuff. Start by installing Sugar Calendar.

Sugar Calendar homepage

To install Sugar Calendar, first select a plan that suits your needs. Options include Basic, Plus, Pro, and Elite, with each license offering features like recurring events, event ticketing, and varying levels of support.

Then, download the plugin and install it through your WordPress dashboard. Head over to Plugins » Add New » Upload Plugin. From here, upload the .zip file, then click Install Now and Activate.

Once activated, enter your license key under Calendar » Settings to enable updates and support.

Next, you’re ready to move your events.

Create Your WordPress Form Now

2. Migrate Events from The Events Calendar

After activating Sugar Calendar, if you have existing events in The Events Calendar, you’ll see a notice prompting you to import your events.

Sugar Calendar offers this with a 1-click migration tool.

Or, you can go to Calendar » Tools and select the Migrate tab.

Then, on the Migrate screen, you’ll see a summary of event data that is ready to be imported.

Click the Migrate Events button to begin the import process.

Once the process is completed, you’ll see a success notice detailing the migrated event data. Now, the imported events will be added to the default calendar in Sugar Calendar.

Also Read: Best Calendar Plugins for WordPress

3. Review and Adjust Calendar Settings

After importing your events, review Sugar Calendar’s settings to check that everything is configured correctly for your needs.

To confirm these configurations and make adjustments, head back over to Sugar Calendar » Settings in your WordPress dashboard.

Now, with these settings, you can:

  • Adjust the timezone settings to match your location or audience.
  • Customize the event slug and permalink structure for better SEO and user experience.
  • Configure additional options like default event durations, calendar appearance, and user permissions.

Taking the time to fine-tune these settings guarantees that your new calendar is optimized for both functionality and aesthetics. You’re almost done!

4. Replace Shortcodes or Widgets

When making the switch from The Events Calendar to Sugar Calendar, you might consider replacing any related shortcodes or widgets, too. For example, use [sc_events_calendar] to display your calendar.

Pro Tip: Check out Sugar Calendar’s documentation to view a full list of shortcodes and settings.

Once your events are imported and your settings and shortcodes are updated, you’re good to go! You can now start using Sugar Calendar in place of The Events Calendar.

5. Integrate with WPForms

But wait, there’s more!

One of the best features of Sugar Calendar is its easy integration with WPForms. Integrating with WPForms allows you to create custom forms for event submissions and manage them directly in Sugar Calendar.

Here’s how:

  • Create a new form in WPForms for event submissions. Include fields like event title, date, time, and description.
  • Map the form fields to Sugar Calendar’s event fields in the WPForms settings.
  • Publish the form on your site and test a submission to make sure the event appears correctly in Sugar Calendar.

With this integration, you can easily manage community calendars, allow user-generated event submissions, and even streamline event proposals for your organization.

And that’s all there is to it! Now isn’t that easy as pie?

Create Your WordPress Form Now

FAQ

Looking for something specific? Skim our most frequently asked questions:

Does Sugar Calendar automatically migrate events from The Events Calendar?

Yes, Sugar Calendar provides a built-in 1-click migration tool that automatically imports events from The Events Calendar. You can access this tool under Calendar » Tools » Migrate in your WordPress dashboard.

Can I customize the appearance of Sugar Calendar on my site?

Shortcodes and widgets from The Events Calendar will no longer work after deactivating the plugin. You’ll need to replace them with Sugar Calendar’s shortcodes and widgets, such as [sc_events_calendar], to display your events.

Do I need a specific Sugar Calendar plan to use the WPForms integration?

No, the integration between Sugar Calendar and WPForms works across all Sugar Calendar plans. However, certain advanced features like recurring events or ticketing may require a higher-tier plan.

Now that you’re all set with Sugar Calendar, it’s time to take it to the next level. Why not use it to manage not just your event calendar, but also your event ticketing? As always, you can do it directly from your WordPress site.

If you want to learn how to optimize the entire process—from ticket sales to attendee management—give our extensive guide a read.

Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes lots of free templates and offers a 14-day money-back guarantee.

If this article helped you out, please follow us on Facebook and Twitter for more free WordPress tutorials and guides.

The post How to Switch from The Events Calendar to Sugar Calendar appeared first on WPForms.]]>
How to Monitor and Analyze Spam on Your Online Forms https://wpforms.com/how-to-monitor-and-analyze-spam/ Fri, 03 Jan 2025 13:00:00 +0000 https://wpforms.com/?p=3009729 Spam submissions from online forms can be a pain, but with the right monitoring and analysis, you can maintain clean and actionable data.

In this guide, I'll show you how to efficiently monitor and analyze spam in WPForms, so that your forms remain secure and functional.

The post How to Monitor and Analyze Spam on Your Online Forms appeared first on WPForms.]]>
Got spam? I don’t mean that mushy canned meat. I’m talking about something worse — the digital spam that can muck up your website. Yuck!

Spam submissions from online forms can be a pain, but with the right monitoring and analysis, you can maintain clean and actionable data.

If you want to learn how to do it, keep reading. In this guide, I’ll show you how to efficiently monitor and analyze spam in WPForms, so that your forms remain secure and functional.

How to Monitor and Analyze Spam on Your Online Forms

1. Enable Built-In Spam Protection Tools

WPForms offers several built-in tools to prevent spam before it reaches your inbox. Before you start monitoring, you’ll want to make sure these tools are in use to reduce the overall spam you deal with.

Many of these tools can be instantly enabled with the click of your mouse. Simply open the form builder in WPForms, and navigate to Settings » Spam Protection and Security.

We’ll cover each of these built-in tools as we go through this guide, so you can decide which of them to enable with your forms.

WPForms Anti-Spam Token

The modern anti-spam approach is based on the honeypot technique and uses a multi-layer solution for spam detection and prevention. Only real users can submit forms on your website with it.

To utilize this built-in protection, simply toggle it.

Akismet Protection

For advanced AI-based spam protection, you can enable the Akismet integration. Akismet uses machine learning to analyze submissions and filter out anything suspicious.

To add Akismet to your online forms, install and activate the Akismet plugin in WordPress, then connect it with an API key from your Akismet account.

Captcha Integration

WPForms also offers various types of Captcha integration.

Options include custom Captcha, Google reCAPTCHA, hCaptcha, and Cloudflare Turnstile to stop automated submissions.

You can go to WPForms » Settings » CAPTCHA to configure your preferred option. Or, simply select your Captcha choice from the Spam Protection and Security screen found in your WPForms settings.

Then just follow the prompts to integrate your Captcha selection easily!

Filters and Lists

Finally, you can also filter countries, keywords, and block emails or IPs from submitting your forms entirely. These tools form the first line of defense, drastically reducing spam before it even gets to the monitoring stage.

We’ll go over these spam filters in more detail, next.

Create Your WordPress Form Now

2. Set Up Advanced Spam Filters

Sometimes, spam slips through even the most robust protections. That’s where the advanced spam filters come in. WPForms allows you to set up specific rules and filters to block unwanted entries.

Allow or Deny Countries

Adding a country filter is a straightforward and efficient validation method to control form submissions based on users’ geographic locations.

As a reminder, we’ll still in WPForms » Settings » Spam Protection and Security. Here, you can choose to Allow submissions from selected countries, or Deny to block submissions from specific countries.

Any user submitting the form from outside the chosen country will now see a default notification stating, “Sorry, this form does not accept submissions from your country.” Feel free to customize this notification to your liking, though!

Filter Keywords

Setting up a keyword filter is another simple method to control what gets entered in all fields of your forms. Below the country filter toggle option, you’ll see another button to enable the keyword filter.

Toggle it, then add problematic keywords, phrases, or URLs you’ve noticed in spam submissions.

For example, if you’re constantly getting submissions about “free money” or spammy website links, add those to the blocklist.

Now, if a user tries to submit your form using any of the blocked keywords, the submission will not go through.

Also Read: File Upload Security: Top Tips for Online Forms

3. View and Manage Spam Entries

Once your protection tools are in place, it’s time to monitor their effectiveness and clean up any remaining spam. WPForms makes it easy to view and manage spam entries directly from your WordPress dashboard.

But, before we navigate anywhere else, please take note of the third protection tool in the Spam Protection and Security settings, Store spam entries in the database. Make sure this option is toggled, so that your spam entries are stored for you to view and analyze later.

Now you’re all set to view and manage your spam entries.

Access Your Form Entries

With spam entries stored, you can see them in a separate tab where you access all of the entries that come through WPForms.

To get there, click on the Spam section of your WPForms Entries page.

Now, if you have anti-spam tools like Akismet active, WPForms will automatically tag suspicious submissions as spam. You’ll see those flagged entries here, too.

Review Spam Entries

Within the Spam Entries page, you’re able to perform actions such as viewing, deleting, or marking an entry that is not spam.

Here’s what each of these actions mean:

  • View: Clicking on this link will direct you to the view entry page with additional details about the specific entry.
  • Not Spam: This link lets you move false-positive spam entries back to your entries page.
  • Trash: This option lets you move the specific spam entry to the Trash folder.

Take some time to scan through the entries to confirm that legitimate submissions haven’t been incorrectly marked as spam. Then, if you find any false positives, mark them as Not Spam to move them back to your main list.

Delete or Clear Spam

Once you’ve reviewed the entries, you can permanently delete all the spam to keep your database clean. Just click the Empty Spam button to clear them all at once.

By regularly reviewing and managing your spam folder, you guarantee that no real submissions slip through the cracks.

So you know how to filter out spam, and how to get rid of the spam that does make it through your forms. But what about analyzing the spam itself?

Analyzing your spam data can give you valuable insights into where and how spam submissions are coming in. This helps you fine-tune your anti-spam tools and stay ahead of persistent bots.

Here’s how to analyze trends effectively:

  • Identify Problematic Forms: Use WPForms’ built-in form metrics to check which forms are receiving the most spam. If one form stands out, double-check its settings and consider adding stricter anti-spam measures.
  • Evaluate Submission Timing: Notice patterns in spam timing. For instance, you might get a flood of spam at specific hours or days. If this happens, you can set up stronger CAPTCHA protections or temporarily disable forms during high-spam periods.
  • Look for Keyword Patterns: Review flagged submissions to identify recurring words or phrases. Add these to your keyword blocklist to prevent similar spam in the future.
  • Track IP Activity: If spam often originates from specific IP addresses, track and block those IPs. This prevents repeat offenders from overwhelming your forms.

By regularly analyzing your spam trends, you’ll build a stronger understanding of how bots and spammers operate—and stop them more effectively.

Also Read: How to Automate Form Submission Follow-Up Emails

“Why Do I Need to Monitor Spam?”

Think you don’t need to keep an eye on your spam activity? Think again!

Unchecked spam can skew your data, waste your time, and compromise the effectiveness of your forms. Proactively monitoring spam entries will not just help to guarantee accurate analytics, but it will also protect your user’s trust.

Imagine pouring over form submissions to identify leads or valuable customer feedback, only to find your inbox full of nonsensical responses or shady links. That’s the reality when spam goes unmanaged. But by watching your spam activity and analyzing trends, you can take steps to stop it in its tracks and keep your forms running smoothly.

Monitoring spam also helps you:

  • Identify patterns in spam behavior like repetitive keywords or spammy IPs.
  • Fine-tune anti-spam tools to better block unwanted entries.
  • Save time and energy by clearing out clutter and focusing only on legitimate submissions.

Monitoring and analyzing spam on your online forms doesn’t have to be overwhelming. By using WPForms’ powerful tools and by following these best practices, you can maintain clean, spam-free submissions.

Create Your WordPress Form Now

FAQ

How do I know if a submission has been flagged as spam in WPForms?

Go to WPForms » Entries in your WordPress dashboard, select the relevant form, and click on the Spam filter. Here, flagged entries are stored for review.

Can I block specific keywords or IP addresses to reduce spam?

Yes, under WPForms » Settings » Spam Protection and Security, you can add keywords and IPs to your blocklist to prevent unwanted submissions.

How often should I monitor my form entries for spam?

It’s a good practice to review your entries weekly to keep data clean and make sure no legitimate submissions are missed.

Next, Stop All Spam

Whew, we’ve covered a lot of ground in this post! I’ve shown you how to access, monitor, and analyze the spam that comes through your online forms.

But when it comes to preventing this spam, there are even more proactive steps you can take! Take a look at our ultimate guide to learn more about keeping spam out for good.

Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes lots of free templates and offers a 14-day money-back guarantee.

If this article helped you out, please follow us on Facebook and Twitter for more free WordPress tutorials and guides.

The post How to Monitor and Analyze Spam on Your Online Forms appeared first on WPForms.]]>
How to Automate Form Submission Follow-Up Emails https://wpforms.com/how-to-automate-form-submission-follow-up-emails/ Tue, 24 Dec 2024 13:00:00 +0000 https://wpforms.com/?p=3004102 Do you want to engage leads and customers after they submit a form on your website? A follow-up email is an effective way to do it. Especially when that follow-up email includes a survey or some other feedback loop.

But can you automate this follow-up email process? Absolutely! And what about delaying these follow-up emails by a few days? That's no problem either.

WPForms coupled with Uncanny Automator is your solution for automating this entire process without writing a single line of code.

The post How to Automate Form Submission Follow-Up Emails appeared first on WPForms.]]>
Do you want to engage leads and customers after they submit a form on your website? A follow-up email is an effective way to do it. Especially when that follow-up email includes a survey or some other feedback loop.

But can you automate this follow-up email process? Absolutely! And what about delaying these follow-up emails by a few days? That’s no problem either.

WPForms coupled with Uncanny Automator is your solution for automated email follow-up without writing a single line of code.

How to Automate Form Submission Follow-Up Emails

Step 1: Configure WPForms

If you’re reading this tutorial, you likely already have WPForms installed and activated. And if not, then what are you waiting for?

With the plugin fired up, select or create the forms that you want to use for this process. You’ll need 2 forms total — a form to kick off the automation process and a form to share with your leads in a follow-up email.

For example, you might create a survey form to email website users later, after they’ve submitted a contact form.

Add the essentials to your forms, like a Name field, Email field, and any other details specific to your needs and uses. With your forms created, you can test them to make sure they operate as desired.

When you’re happy with your WPForms configurations, you’re ready to move on to the Uncanny Automator steps.

Create Your WordPress Form Now

Step 2: Install Uncanny Automator

With one-half of our toolkit prepared, it’s time now to install the Uncanny Automator plugin.

You can download the plugin from the website or find it directly in the WordPress repository.

Install and activate Uncanny Automator now, and keep in mind that you’ll need the Pro license to unlock the scheduling features.

Uncanny Automator utilizes a recipe-based system to create automation workflows, so it’s imperative to have access to all the “ingredients” 😉.

Looking for More? Check out our technical doc on Using Uncanny Automator with WPForms.

Step 3: Build a Recipe in Uncanny Automator

In Uncanny Automator, recipes are workflows consisting of triggers and actions. So, you need to create a new recipe to automate your follow-up emails.

Create a Recipe

Navigate to Automator » Add New Recipe.

Then, select Logged-in users if the email action involves registered users of your website, or choose Everyone for broader triggers.

For my recipe type, I selected Logged-in users. This means my follow-up email will only be sent if the person filling out my form is logged in to my WordPress site.

Set the Trigger

Now you’ll choose a trigger for the automation process.

For this tutorial, we’re automating the follow-up emails from WPForms submissions, so select the WPForms integration.

With it selected, you can set the trigger to occur when a form is submitted.

This means that when a user submits a form on your website, Uncanny Automator will trigger some action to automatically happen next.

With this trigger, you’ll designate the type of form you want to trigger the action. As prompted, I selected the contact form that I already have created on WPForms.

So, when a website visitor submits a contact form on my website, it will trigger the action of sending a follow-up email.

Be sure to Save the form you’ve selected for your trigger, too!

Define the Email Action

Next, you need to create the action that is triggered by your user submitting a form.

Click on the Add action button to do it.

In this case, the action you want to trigger is the sending of a follow-up email survey.

So, go ahead and select the Emails integration.

Now you’ll customize the subject, body, and recipient fields.

You can even use dynamic tokens to personalize the email, such as including the user’s name or specific responses.

For example, your email could start with, “Hi {Name}, we’d love your feedback!”. Then just include a link to the feedback form or survey of your choice.

Don’t forget to Save your email contents, of course. Because the key step is next!

Add a Delay

Now, let’s suppose that you don’t want this follow-up email sent immediately after your website user submits a form.

With the Uncanny Automator Pro license, you can delay the action for minutes, days, months, or even years after the trigger.

Simply hover on the ellipses of your email action to see the Delay option.

By clicking the Delay button, you’re given a full range of options to delay or schedule your action.

So, if you want your follow-up email to go out 3 or 4 days after a user submits a form, use the Delay option and then enter the amount of time for the delay using the fields provided.

And, as you can see, you can always customize the delay as needed!

Step 4: Test the Workflow

With your lead form created in WPForms and your emails arranged with Uncanny Automator, you’re nearly ready to go. But to check your setup, submit a test form from your site to verify that the follow-up email arrives as scheduled.

Testing your workflows — especially the automated ones — is important for accuracy and timing.

And that’s all there is to it!

With WPForms and Uncanny Automator, you can easily save time, enhance engagement, and provide a seamless experience for your leads.

Also Read: How to Monitor and Analyze Spam on Your Online Forms

Pro Tips

As a bonus, here’s a summary of some tips for success with this tutorial:

Use Dynamic Tokens for Personalization

Uncanny Automator allows you to insert tokens to dynamically pull data from the form submission into your email. For example:

  • {Name} for the user’s name.
  • {Email} for the user’s email address.

Personalized emails are more engaging and likely to be opened.

Add Conditional Logic

For advanced use cases, use Uncanny Automator’s Pro features to add conditions. For instance:

  • Send follow-ups only if a specific field, like a checkbox for agreeing to a survey, is checked.
  • Trigger different follow-ups based on form responses.

Incorporate Surveys

As I suggested, you could link to a feedback survey you created with WPForms. Use a rating scale, open-text responses, or pre-defined options to make it user-friendly.

Create Your WordPress Form Now

FAQ

Looking for something specific? Check out our most frequently asked questions below.

Can I Use the Free Version of Uncanny Automator?

Yes, but the free version has limited capabilities. For scheduling follow-up emails, the Pro version is necessary.

Does This Work with Other Email Plugins?

Yes, you can integrate Uncanny Automator with email marketing tools like Brevo or FluentCRM. However, this tutorial focuses on the built-in email feature.

What Happens if the User Submits Multiple Forms?

You can configure the recipe to handle duplicate submissions by adding conditions or logging actions.

In this post, we covered the steps for automating follow-up emails after a user submits a form on your site. These emails are a great way to engage with your audience.

But did you know that you can also enhance the email notifications sent directly from WPForms? You have the ability to style your email notifications directly in the dashboard, with no integrations needed. Explore our tips in the full tutorial to learn how!

Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes lots of free templates and offers a 14-day money-back guarantee.

If this article helped you out, please follow us on Facebook and Twitter for more free WordPress tutorials and guides.

The post How to Automate Form Submission Follow-Up Emails appeared first on WPForms.]]>
How to Randomize Form Fields in WordPress https://wpforms.com/how-to-randomize-form-fields-in-wordpress/ Thu, 19 Dec 2024 13:00:00 +0000 https://wpforms.com/?p=3000099 Are you looking for a way to make your forms smarter and more reliable? Randomizing your fields guarantees that each option has an equal chance of being selected, making it a powerful tool for surveys, quizzes, and feedback forms.

In this guide, we’ll show you how to randomize form fields in WordPress using WPForms easily. With just a few simple steps, you can create dynamic forms that help you gather better insights and improve user engagement.

The post How to Randomize Form Fields in WordPress appeared first on WPForms.]]>
Are you looking for a way to make your forms smarter and more reliable? Randomizing form fields can help you reduce bias and collect accurate data by shuffling the order of choices every time a user views your form.

When form options always appear in the same order, users might subconsciously select the first few choices, leading to skewed results. Randomizing your fields guarantees that each option has an equal chance of being selected, making it a powerful tool for surveys, quizzes, and feedback forms.

In this guide, I’ll show you how to randomize form fields in WordPress using WPForms easily. With just a few simple steps, you can create dynamic forms that help you gather better insights and improve user engagement.

How to Randomize Form Fields in WordPress

Get WPForms

To randomize field choices on your online forms, you first need to get the WPForms plugin installed on your WordPress website.

The ability to randomize form fields is available with any WPForms license, but I suggest that you go ahead and sign up for WPForms Pro. With the Pro license, you have more options to use alongside the randomizing feature.

In addition to randomizing field choices, Pro users can enjoy:

With WPForms installed and activated, you’re all set. Let’s go!

Create Your WordPress Form Now

Add Fields

Open WPForms from your WordPress dashboard and select the form you want to edit. If you haven’t created a form yet, start by choosing a template or building one from scratch.

Once you have the form builder open, look for the Multiple Choice or Checkboxes fields on the left side of the screen. Either of these fields will allow you to randomize their choices, so drag and drop the desired field into your form.

When you’re satisfied with the field’s location on your form, you can apply the randomizing feature next. If you already have one of these fields on your form, you just need to update what’s there.

Update Fields

After adding your field, click on it to customize its details. If you haven’t yet, update the Field Label to describe the question or purpose of the field clearly, such as, “What is your favorite color?”

Then, edit the Choices section to add the options you want users to choose from, such as “Red,” “Blue,” “Green,” and so on.

Make sure your options are relevant and concise, as longer lists can overwhelm users. Don’t forget to reorder or refine choices to make them as clear as possible before enabling randomization.

Randomize Choices

Once your choices are finalized, navigate to the Advanced tab in the field’s settings.

Here, you’ll find a toggle option labeled Randomize Choices. Enable this option by toggling it to allow WPForms to randomize the order of the choices every time the form is loaded.

This means that each user sees a different order, helping to prevent predictable patterns.

After toggling the feature, preview your form to confirm the choices are randomizing as expected, then click Save to apply the changes.

That’s all there is to it! Easy, right?

Randomizing your form fields is a simple but effective way to enhance your forms. If you’re not already using WPForms, consider upgrading to the Pro version to access advanced features like conditional logic, the Surveys and Polls addon, and more.

Create Your WordPress Form Now

FAQ

What types of fields can be randomized in WPForms?

You can randomize the choices in Multiple Choice and Checkbox fields. This is particularly helpful for surveys, quizzes, and forms where reducing bias is essential.

Can I customize which choices are randomized?

Yes, you can control randomization for specific fields by toggling the “Randomize Choices” option under the Advanced tab. This feature is field-specific, so you can choose which fields to randomize and which to leave in a fixed order.

Is randomization available in WPForms Lite?

Yes! The randomization feature is offered with all WPForms licenses. But consider signing up for WPForms Pro to utilize the Surveys and Polls addon.

Next, Use WPForms to Grow Your Business

I mentioned a few of the perks that come with having the WPForms Pro license, but the possibilities are virtually endless with any WPForms license.

For even more inspiration and tips, take a look at our creative ways to use WPForms to grow your business.

Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes lots of free templates and offers a 14-day money-back guarantee.

If this article helped you out, please follow us on Facebook and Twitter for more free WordPress tutorials and guides.

The post How to Randomize Form Fields in WordPress appeared first on WPForms.]]>
How to Custom Style Your WPForms Email Notifications https://wpforms.com/how-to-custom-style-your-wpforms-email-notifications/ Thu, 05 Dec 2024 13:00:00 +0000 https://wpforms.com/?p=2997526 Do you want to make your email notifications stand out and align with your brand? With WPForms, it’s easy to create and style custom email notifications that look professional and captivate your recipient.

Whether you’re using WPForms Lite or Pro, you can take advantage of email templates to create unique, on-brand email designs. Let’s dive into how you can custom-style your WPForms email notifications!

The post How to Custom Style Your WPForms Email Notifications appeared first on WPForms.]]>
Do you want to make your email notifications stand out and align with your brand? With WPForms, it’s easy to create and style custom email notifications that look professional and captivate your recipient.

Whether you’re using WPForms Lite or Pro, you can take advantage of email templates to create unique, on-brand email designs. Let’s dive into how you can custom-style your WPForms email notifications!

How to Custom Style Your WPForms Email Notifications

Get WPForms

WPForms is a popular and intuitive WordPress plugin that takes the hassle out of form creation. Whether you need a contact form, a survey, or a registration form, WPForms makes it easy for anyone to build forms without needing any coding knowledge.

When it comes to email notifications, WPForms offers a slew of customization tools that let you tailor your emails to fit your style and brand. With these versatile features, you can create professional, responsive forms and notifications with ease.

To get started, first install the plugin on your WordPress website. Then, after you activate it, follow the easy steps in this blog post to start customizing your form notification emails.

Set Up Notifications

Before styling your email notifications for your users, make sure you’ve set up a form and enabled notifications. To do this, open the WPForms form builder and go to Settings » Notifications.

access form notification settings

Form notifications are a great way to keep track of submissions and interact with site viewers right away.

And while WPForms gets you started with a basic notification, you can easily add a new one. Just click Add New Notification. When setting up a new notification email, you will simply:

  • Configure the email addresses and message content as needed.
  • Save your changes to ensure your notification email is ready to style.

But don’t worry about custom styling and branding for your notification email. This notification is automatically set to send to your admin email address. Your form users won’t receive this notification unless you want them to.

Also Read: How to Automate Form Submission Follow-Up Emails

Create Your WordPress Form Now

Choose a Template Style

As for what your form users do receive, WPForms offers a variety of email templates to help you achieve the look you want.

To select a template, navigate to WPForms » Settings » Email in your WordPress dashboard.

You can choose from a selection of styles including:

  • Classic (Available in Lite and Pro)
  • Compact (Available in Lite and Pro)
  • Modern (Pro only)
  • Elegant (Pro only)
  • Tech (Pro only)
  • Plain Text (Available in Lite and Pro)

Simply hover over the desired template and click Choose.

The Classic template is the default choice. But you can select from the other templates, provided you have a valid WPForms Pro license for certain options.

Expert Tip: You can also access the form notification email template from the form builder Settings tab.

Adjust Email Appearance: Light or Dark

You can match your emails to your brand’s style by selecting either the Light or Dark theme. This setting adjusts the overall appearance of the email template.

To switch themes, scroll down to the Appearance section in the email settings.

Select either Light or Dark depending on which theme suits your email and branding.

Including an image or logo in your email notifications is a great way to enhance your branding. WPForms makes this simple with the ability to upload directly to your email template.

Scroll to the Header Image section in your email settings. Then just click Upload Image to add an image or logo.

You can either select an image you already have in your media library, or you can upload a new image.

Once you’ve settled on the image you want to use, simply click on the Use Image button. Then, you’re able to select the desired image size from a dropdown menu.

  • Small (best for compact designs)
  • Medium (ideal for most branding needs)
  • Large (great for standout designs)

The image will automatically adjust to fit various screen sizes, so your logo looks sharp on any device. Even mobile phones!

Customize Colors

If you’re a WPForms Pro user, you can also customize the full Color Scheme of your notification emails.

This color scheme includes shades for the:

  • Background: Sets the outermost color of the email. (Also available for WPForms Lite users.)
  • Body: Changes the color of the email container.
  • Text: Adjusts the color of all text.
  • Links: Styles the links in your emails.

To update any of these colors, you can either enter the HEX value into the color field or you can click on it to open the color picker.

Choose Typography

You can also change up the typography used in your email notifications. WPForms currently supports both Sans Serif and Serif fonts.

To update the font family of your email template, just click on the Typography dropdown and choose the desired font from the available options.

Be sure to click the Save Settings button when you’re finished styling the header image, colors, typography, and other elements.

And you’re almost done!

Also Read: How to Make a Custom Email Template in WordPress

Preview Your Styled Email Notifications

Now that you have your image, colors, and fonts customized, preview your email to see how it will appear in your users’ inboxes.

Just click on the Preview Email Template link beneath the Typography dropdown menu.

A new tab will open where you’ll see the preview of your notification email template. Everything you changed in the settings will be reflected here, so review the email to make sure it aligns with your branding.

Customizing your WPForms email notifications is an excellent way to create a professional, branded experience for your users. With features available to both Lite and Pro users, you can achieve stylish notifications that reflect your unique identity.

Ready to enhance your email notifications? Try out these features today and take your email communication to the next level!

Create Your WordPress Form Now

FAQ

Can I customize email templates in WPForms if I’m using the Lite version?

Yes, Lite users can customize email notifications by choosing the Classic or Compact templates. You can also adjust the background color, add a header image, and personalize basic design elements to fit your branding.

How do I add a logo to my email notifications?

To include a logo, navigate to the Email tab in WPForms settings and upload an image in the Header Image section. You can then resize it to fit your preferred dimensions (Small, Medium, or Large), ensuring it looks great on any screen.

Can I use different email templates for individual forms?

Yes, WPForms allows you to assign unique email templates to specific forms. Open the form builder, go to Settings » Notifications, and choose your desired template under the Advanced options section.

Next, Follow These Best Practices

In this post, we’ve covered all the ways that you can custom-style the email notification your users receive when they submit a form. Email templates are the way to go!

But what about the content itself? Take a look at our email notifications best practices blog post to learn all of our tricks of the trade.

Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes lots of free templates and offers a 14-day money-back guarantee.

If this article helped you out, please follow us on Facebook and Twitter for more free WordPress tutorials and guides.

The post How to Custom Style Your WPForms Email Notifications appeared first on WPForms.]]>
How to Use AI to Create Forms in WordPress https://wpforms.com/how-to-use-ai-to-create-forms-in-wordpress/ Tue, 26 Nov 2024 13:00:00 +0000 https://wpforms.com/?p=2993180 Creating forms has never been easier, thanks to advancements in artificial intelligence.

And with WPForms AI, you can now build professional, fully customized forms with just a few simple prompts. Whether you’re a beginner or a seasoned web developer, WPForms AI takes the complexity out of form creation.

Want to learn how? We can show you! In this post, we’ll explore how you can use AI to create forms in WordPress and take your workflows to the next level.

The post How to Use AI to Create Forms in WordPress appeared first on WPForms.]]>
Creating forms has never been easier, thanks to advancements in artificial intelligence.

And with WPForms AI, you can now build professional, fully customized forms with just a few simple prompts. Whether you’re a beginner or a seasoned web developer, WPForms AI takes the complexity out of form creation.

Want to learn how? I can show you! In this post, we’ll explore how you can use AI to create forms in WordPress and take your workflows to the next level.

How to Use AI to Create Forms in WordPress

AI Form Creation

One of the most revolutionary features of WPForms AI is the ability to generate entire forms from a simple description. Gone are the days of manually adding fields, labels, and formatting. With WPForms AI, all you need to do is describe the form you need in everyday language, and the AI takes care of the rest.

First, go to WPForms » Add New. You’ll see the thousands of form templates we offer, plus the Generate With AI option. Click on the purple Generate Form button to get started.

This will direct you to the WPForms AI form generation page of the form builder.

Here, you’ll see presets with prompts you can use to instantly generate your form.

For example, you can see below what was generated when I selected the online event registration prompt.

You can also use the text field to enter a prompt for the type of form you’d like to generate.

When using the text field to write a prompt, type a short description for the form and fields you want. It might be something like, “Event RSVP form with name, email, and dietary preferences fields.”

Through either route, WPForms AI will generate the professional form for you in seconds, complete with appropriate fields, labels, and formatting.

Then you can make adjustments as needed through conversational prompts. More on that next!

Create Your WordPress Form Now

Form Customization

With WPForms AI’s natural conversation, you can customize and tweak the form you’re creating as you go.

Adding or removing fields, changing their order, and adjusting the layout are easy to do with simple prompts.

Just describe the field you want to change, such as “add a phone number field” or “remove the company name field.” Or rearrange fields by typing simple commands like “move the email field to the top.”

You can even incorporate conditional logic. With conditional logic, you set the rules that display or hide fields based on user input. For instance, you can ask the AI to “show the dietary preferences field only if the user selects ‘Attending.’”

These customization options guarantee that your forms are not only functional but also customized to your specific needs.

Read Also: How to Monitor and Analyze Spam on Your Online Forms

Instant Translations

One of the most amazing uses of the WPForms AI feature is its ability to translate your entire form into another language with a single prompt.

Take a look at the online registration form I created earlier, now translated into French.

Simply tell the AI which language you need, and it will translate:

  • Field labels
  • Descriptions
  • Choices for Dropdowns, Checkboxes, and Multiple Choice fields

Everything you need!

With AI-assisted instant translations, your forms are accessible to users worldwide, making it easier than ever to expand your reach.

Choice Fields

Perhaps though, you already have a form ready and you just need to add more options for your form user.

WPForms has an AI feature for that!

From the form builder, WPForms AI can instantly generate field options for Dropdowns, Checkboxes, and Multiple Choice fields. No more wasting time researching and typing out long lists of options — our AI does it all for you.

Need a dropdown of U.S. states ordered by population? Or a list of the most popular social networks? Simply type your request, and WPForms AI will produce a tailored list in seconds.

And like I explained earlier, you can reorder items, add details, or remove unnecessary options through conversational prompts. For example, you might ask the AI to “reverse the order” or “add descriptions to each choice.”

This is especially useful for complex forms where creating accurate and detailed lists manually could otherwise take hours.

Also Read: How to Randomize Form Fields in WordPress

AI Collaboration

Another powerful way to utilize AI with your forms is by integrating automation tools like Uncanny Automator.

WPForms allows seamless connections with OpenAI through this integration, so you can improve your workflows and enhance form functionality.

For example, you can use Uncanny Automator to send data from form submissions to OpenAI, generating AI-driven insights or personalized responses. This setup provides flexibility to incorporate AI capabilities like ChatGPT directly into your forms.

And we can help here, too. Be sure to take a look at our full tutorial on using Uncanny Automator to connect WPForms to ChatGPT.

The future of form creation is here, and it’s powered by AI! With WPForms AI, you can build, customize, and optimize forms faster and easier than ever before.

Ready to experience the power of AI for yourself? Try WPForms AI today and discover how effortless form creation can be.

Create Your WordPress Form Now

FAQ

Looking for a specific question about using AI to create your form? Browse our frequently asked questions for more details.

Can I use WPForms AI with the free WPForms Lite version?

Yes, WPForms AI is available with the Lite version. When you click the “Generate Choices” button or start using AI features for the first time, you’ll be prompted to enable them. After enabling, you can begin using WPForms AI for your forms.

Can I edit forms after WPForms AI generates them?

Yes, all AI-generated forms are fully editable. You can use the WPForms drag-and-drop builder to fine-tune field placement, add custom fields, and make any other adjustments as needed.

How accurate are WPForms AI translations?

WPForms AI translations are designed to be highly accurate and cover all elements of your form, including labels, descriptions, and field choices. However, for critical applications, you may want to review the translations to ensure they meet your specific requirements.

In this post, I showed you how to use AI to create a form in WordPress. But, don’t forget that we have thousands of form templates ready for you to tailor to your liking. Plus, utilizing AI with certain fields is an easy way to customize the form template of your choosing.

Take a look at our full tutorial to learn all of the other ways to customize a form template, too.

Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes lots of free templates and offers a 14-day money-back guarantee.

If this article helped you out, please follow us on Facebook and Twitter for more free WordPress tutorials and guides.

The post How to Use AI to Create Forms in WordPress appeared first on WPForms.]]>
How to Customize a Form Template in WPForms https://wpforms.com/how-to-customize-a-form-template-in-wpforms/ Tue, 19 Nov 2024 13:00:00 +0000 https://wpforms.com/?p=2991875 Customizing a form template in WPForms is a simple yet powerful way to tailor your forms to meet your specific needs.

In this guide, we'll walk you through the key customization options you should consider.

The post How to Customize a Form Template in WPForms appeared first on WPForms.]]>
Customizing a form template in WPForms is a simple yet powerful way to tailor your forms to meet your specific needs.

Whether you’re creating a basic contact form or a complex application, WPForms gives you full control over the design and functionality of your forms.

In this guide, I’ll walk you through the key customization options you should consider. By the end, you’ll have the tools to create forms that perfectly suit your audience and goals.

Let’s get to it!

How to Customize a Form Template in WPForms

Titles, Labels, and Text

When starting with a form template, you’ll want to check that every element reflects your purpose.

Customizing titles, field labels, and placeholder text makes your form more intuitive and user-friendly. Fortunately, you can modify these elements directly in the WPForms builder.

Naming Your Form

The very first step you’ll complete when building a new form is giving your form a name. You’ll name your form before you even pick out a template to build it from.

But don’t worry about coming up with clever branding and customization for your form users. This form name is for you.

You’ll see all of the forms you’ve created within your WPForms dashboard listed by name so that you can determine which pages, widgets, or other areas of your website where you’ll embed your form.

So if you have multiple forms and risk using the same name twice, WPForms will notify you that you already have a form with that name, as shown in the image above.

Once your form is created, you can always update the name of your form later in the form builder Settings tab.

Remember that you can customize multiple elements in this part of the Settings tab, including the text your form’s submit button displays and what users will see when submitting.

Field Labels

Next, let’s consider the customization options you have for the fields on your form template.

By clicking on any given field, its settings are opened on the left side of the form builder. The details you’re able to customize may vary from field to field, but the common element you can modify for any field on your form is its label.

The field Label is what your form users will see for each field they’re filling out.

While these field labels are pretty self-explanatory, you might consider changing them up a bit.

For example, you may use the field label to pose a question or provide some direction. Rather than leaving the Name field Label as it is, you could edit it to ask, “What is your full name?” Or, anytime you’re adding the Paragraph Text field to a form, you’ll likely edit its Label to something relevant like, “Comment or Message.”

Luckily, when you utilize one of our ready-made form templates, we’ve already customized these types of fields to display appropriate labels for you!

Since each field label is easily changed, be sure to keep its Field ID # in mind.

This way, when you see or use this ID number elsewhere, you’ll know which field it’s referring to.

Create Your WordPress Form Now

Organizing Form Fields

While our form templates are pre-built with all of the basic fields you’ll need, you’ll likely need to delete, add, and move some fields.

Removing a field from the form template is a no-brainer — simply click on the trash can icon in the right corner of the field to delete it.

And what does that other symbol to the left of it do? Clicking the double page icon will duplicate the field.

As for adding more fields to your form template, that’s where our form builder shines. All you have to do is click a field on the left side of the screen, drag it where you want it on your form, and drop it!

You can move fields up and down the form template this way, too. Just drag and drop the field to another area of the form.

Also Read: How to Randomize Form Fields in WordPress

Layout Field

When adding and moving fields on your form, you should consider how they’re laid out.

To keep things organized and concise, I like to utilize the Layout field option to drag other fields into its columns.

Layout field presets

You can lay these fields out in a single column or multiple columns, with multiple column options including a whole selection of shapes and sizes.

Want even more Layout field inspiration? Take a look at our creative article on form layout best practices for user-friendly design.

Repeater Field

You also have the Repeater field to keep your form template clean and concise.

If you expect that your form user will need to enter the same type of information multiple times, such as job experiences on an application form template, you can use the Repeater field to allow your form user to simply repeat this field with the click of a button.

Using the Repeater field to list job experience

Rather than clogging up your form with empty fields and creating a trail of conditional logic settings to hide them, you can just drag the needed fields into the Repeater field zone. Then, you can choose which type of layout you want these repeatable fields to follow.

Using AI Choices

For the fields that provide various choices for your form user to select from, you’ll need to also customize these choices.

These types of fields are the Dropdown, Multiple Choice, and Checkboxes fields.

But don’t worry if you don’t know which choices you should offer to your form users — you can utilize AI to instantly whip them up for you.

Our field templates are meticulously researched, so the choice options we’ve included for these fields will likely be similar to those you would generate. But, as always, we encourage you to customize each element of your form as you see fit.

If you click or add one of the field types I mentioned, you’ll see the button to have AI generate your choices.

In my example form above, I’m going to use the built-in AI feature to generate choices for my form user’s preferred contact method.

When using AI, I like to create a prompt that asks exactly what I need for my specific form. So, I’ll ask AI to generate preferred contact method choices for a contact form.

Then, these choices can be directly added to the form!

This saves you all kinds of time deciding which options to use and manually adding them to your form.

Looking for even more AI guidance? Take a look at our article that covers easy methods for using AI with your website.

Notifications and Confirmations

Remember the Settings tab we navigated to at the beginning of this post? I mentioned that there are additional customization options here, and your form’s notification options and confirmation message can be edited here, too.

The Notifications tab settings allow you to enter who and where the form submission details are to be sent.

Usually, these settings are applied to your website administrator details, like the admin email set for your WPForms sign-in credentials.

With the notification settings, you can also designate the email address entered by your form user to which you will send any replies. Most forms you build will include just one email address for your form user to provide, so replies from you are automatically sent to that given email address.

But, like I said, you can change which user email you’ll reply to here, in the Notification settings.

As for what your form user will see after submitting their form — you can customize this message in the Confirmations tab just below Notifications.

All of the WPForms templates you can use to build your form already have a relevant confirmation message written and included in its settings.

But I suggest personalizing this confirmation message with your own site’s branding and messaging. The confirmation message is also a great place to include coupon codes or information for sales and discounts you’re offering!

Adding Integrations

Many of the form templates we offer are designed to work with integrations you have set up on your site.

For example, you might utilize Constant Contact for your email marketing platform and want form users who sign up for your newsletter to be added to your Constant Contact mailing list.

It’s possible by integrating Constant Contact with WPForms!

To add any of our integrations to your form template, just head over to the Marketing tab in the form builder. Then, click the Add New Connection button.

Now, all you have to do is enter your Constant Contact credentials and you’re all set to go!

Branding Your Form

There are many areas and ways to brand your form template throughout the customization process. Not only can you add elements of your brand directly within the form builder, but you’ll also find opportunities for branding once you have your form embedded on your site.

Content Field

One way to customize a form template with your own branding is with the Content field.

The Content field allows you to style the font, colors, and other elements of the field beyond the usual field settings. Most importantly, though, the Content field allows you to upload an image directly to your form.

So, placing the Content field at the top of your form template is a great way to add your own header image or logo.

Email Notification Header

Another area where you can add your own header image is on the user notification emails I covered earlier.

Simply navigate to the Email tab in your WPForms dashboard to add and customize an email header image.

email settings wpforms

Here, you can add a header image to the top of any of the available email templates. This is an effective place to display your own logo and branding.

Or, I prefer to include a seasonal message or greeting here to promote user interaction.

Just don’t forget to update the header image later!

Form Themes

Finally, after you’ve finished all the customization of your form template, you can further style your form within the WordPress block editor.

So, once you’ve embedded your form on your chosen website page, you’ll see options to style the WPForms block. Here, the Themes section includes all the available theme styles WPForms offers.

Be sure to take a look at our full documentation on using form themes to make sure you’re getting the most out of these branding tools.

That’s all there is to it! You now have all kinds of different options for customizing your form templates, right at your fingertips.

WPForms is more than just a simple form builder — it’s a powerful tool that can help your business grow in creative and unexpected ways.

By exploring these innovative uses, you can generate new opportunities for growth. Start experimenting with these ideas today and discover how WPForms can take your website to the next level!

Create Your WordPress Form Now

FAQ

Looking for something specific? Browse our most frequently asked questions to discover more:

Can I use a pre-made template and still customize it?

Absolutely! WPForms offers a wide range of templates tailored to various purposes. You can customize any template by editing field labels, adding or removing fields, adjusting settings, and even incorporating advanced features like AI-generated choices.

Is it possible to preview my form before publishing?

Yes. WPForms allows you to preview your form at any time in the builder. This way, you can make adjustments before embedding it on your website for users to interact with.

Can I integrate WPForms with my email marketing service?

Definitely! WPForms integrates seamlessly with many popular email marketing services. To set this up, simply install the relevant email marketing addon for WPForms, connect your account, and map your form fields to your email list.

This integration makes it easy to automatically add subscribers, send confirmation emails, and manage your lists directly from your WordPress site.

Now that you know how to customize your form by using a template, make sure that the changes you make are cohesive and beneficial to your site.

To follow our best practices that we suggest for building your form, take a look at our full article on the topic.

Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes lots of free templates and offers a 14-day money-back guarantee.

If this article helped you out, please follow us on Facebook and Twitter for more free WordPress tutorials and guides.

The post How to Customize a Form Template in WPForms appeared first on WPForms.]]>