When your career spans nearly three decades in media production, you learn that efficiency can make or break a project. For Mark Marshall, a seasoned media professional who’s spent 26 years crafting content across various platforms, managing client interactions effectively is just as crucial as the creative process itself.

This Customer Story reveals how the right form-building solution helped transform his client communication from a time-consuming challenge into a streamlined system that enhances his ability to deliver exceptional media services.

Customer Profile

Mark Marshall, who began his media career in 1995, brings over 26 years of experience to his work. He specializes in creating various forms of media for clients, including websites, videos, logo design, print design, and more, bringing a unique personal touch to each project. His commitment to quality and individual attention has helped establish a strong reputation in the industry, where as he puts it, “nothing is ever just a job.”

The Challenge

Before implementing WPForms, Mark faced several significant challenges with his existing form solutions:

Limited Functionality: Previous form builders required extensive coding for even basic functionality, making form creation and maintenance time-consuming.

Database Bloat: Other solutions he tried caused significant database bloating, affecting website performance.

Complex Implementation: The need to implement most features through code made it difficult to create and modify forms quickly for different client needs.

Inefficient Form Management: Managing various types of forms – from event registrations to ticket sales – was cumbersome with existing tools.

He needed a form solution that could:

• Create forms without heavy reliance on coding
• Handle various form types efficiently
• Process payments seamlessly
• Maintain good website performance
• Be easily customizable for different client needs

How WPForms Provided Solutions

After evaluating various options, Mark selected WPForms for its ease of use and robust feature set. Several key factors influenced this decision:

User-Friendly Interface:

• Intuitive drag-and-drop builder
• No coding required for even complex features and integrations
• Quick form creation and modification capabilities

Powerful Feature Set:

• Comprehensive payment processing
• Advanced calculation capabilities
• Flexible field options, including repeatable fields
• Clean, efficient code base

Mark implemented various forms across client websites:

Event Management Forms

Mark created sophisticated RSVP and ticket sales forms, enabling clients to efficiently manage event registrations and process payments. These forms streamlined the entire event management process, from initial sign-up to payment processing.

Appointment Booking Forms

WPForms helped Mark to develop user-friendly appointment booking systems that helped clients manage their schedules more effectively. The forms simplified the booking process while ensuring all necessary information was collected.

Registration Systems

With WPForms, Mark found it easy to Implement comprehensive registration forms for various purposes, including complex applications and program enrollments. The flexibility of WPForms allowed for easy customization to meet specific client requirements.

Contact Forms

Mark created efficient contact forms that improved client communication while maintaining professional standards and ensuring proper data collection.

Favorite WPForms Features & Addons

Mark particularly values these WPForms features:

• Payment Processing: The seamless integration of payment features has been crucial for ticket sales and registration forms.
• Calculation Fields: Automatic calculations have simplified complex pricing and registration processes.
• Customizable Address Field: He can instantly customize the address form field to make forms suitable for US or international users.
• Form Building Interface: The visual builder makes form creation and modification quick and intuitive.

The Results

Since implementing WPForms, Mark has seen significant improvements in his operations:

Streamlined Workflows: Forms that previously required extensive coding can now be created and modified quickly and easily.

Enhanced Client Services: The ability to create sophisticated forms has improved client satisfaction and project outcomes.

Successful Implementation: A standout success came with the Arts Society of Kingston, where switching from NinjaForms to WPForms resulted in “smooth sailing” for their registration processes.

“I love the effortlessness of building a form, the feature set, the addons… Whether you’re a seasoned developer, or a less-experienced user, WPForms will make it easy for you.”

-Mark Marshall, Multimedia Professional

Key Takeaways

Mark’s experience with WPForms offers valuable insights for other media professionals:

1. Prioritize Ease of Use: Choose solutions that simplify complex tasks without sacrificing functionality
2. Value Versatility: Look for tools that can handle various form types without requiring extensive customization
3. Consider Performance: Select solutions that maintain website efficiency while delivering powerful features
4. Focus on Client Needs: Implement forms that enhance the client experience and streamline communications
5. Leverage Community Support: Join user communities (like the WPForms VIP Circle Facebook group) to maximize platform benefits

From event registrations for local arts organizations to complex media project bookings, Mark Marshall’s experience demonstrates how the right form-building solution can transform a solo professional’s ability to serve clients effectively.

His journey with WPForms shows that technical tools don’t need to be complicated to be powerful – sometimes the most impactful solutions are the ones that simply work, allowing professionals to focus on what they do best: creating outstanding work for their clients.

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In the demanding world of client-focused IT consulting, effective communication and streamlined processes are crucial for success. This Customer Story spotlights Huna, an IT consulting firm that has leveraged WPForms to enhance client engagement and improve overall business efficiency.

Customer Profile

Huna, founded in 2020 by Hugo Duarte, is a small but dynamic IT consulting firm. With a team of four employees, Huna has quickly established itself as a provider of top-notch IT consulting services. Their unique selling point is the personal touch they bring to every project, offering customized solutions and unwavering attention to client needs.

The Challenge

As Huna’s reputation for personalized IT consulting services grew, their existing communication and management systems began showing significant limitations. The company found itself struggling to maintain the high level of personal attention that had become their trademark while managing an increasing number of client relationships and service requests.

Their day-to-day operations were being hampered by several critical challenges:

Inefficient Client Communication: The absence of a streamlined communication system meant that client interactions were scattered across various channels including email and phone calls. This fragmentation made it difficult to track conversations, led to delayed responses, and risked important client requests falling through the cracks. As a company priding itself on personal attention, this was particularly concerning.

Complex Lead Management: Without an effective lead capture system, potential clients’ information was being collected through basic contact forms that lacked automation capabilities. The manual process of transferring lead data into their CRM system was time-consuming and prone to errors, potentially causing them to miss out on valuable business opportunities.

Inadequate Feedback Collection: Their existing method of gathering client feedback was inconsistent and ineffective. The lack of a structured feedback system made it challenging to:

• Track client satisfaction levels
• Identify areas for service improvement
• Document successful project outcomes
• Make data-driven decisions about service offerings

Cumbersome Service Request Process: The process for clients to request IT services was unnecessarily complicated. Without a standardized system, clients had to:

• Send detailed emails explaining their needs
• Fill out basic forms that didn’t capture all necessary information
• Follow up multiple times to provide additional details
• Wait longer than necessary for service initiation

These challenges were not just affecting internal operations; they were beginning to impact the very thing that set Huna apart – their ability to provide personalized, attentive service to each client.

The company knew they needed a comprehensive form solution that could:

1. Integrate seamlessly with their existing WordPress website and business tools
2. Offer advanced customization options to maintain their professional image
3. Provide automation capabilities to streamline workflows and reduce manual tasks
4. Feature conditional logic to create dynamic, intelligent forms
5. Be intuitive enough for their small team to use effectively
6. Scale with their business as they continued to grow

Most importantly, they needed a solution that would help them maintain their commitment to personalized service while improving operational efficiency. The right tool would need to enhance, not replace, the human touch that had become Huna.’s hallmark in the IT consulting industry.

The Solution

After conducting thorough research and evaluation of various form-building solutions, Huna discovered WPForms through online research while searching for highly-rated, user-friendly form plugins to enhance their website’s functionality.

Several key factors influenced their decision to choose WPForms:

Intuitive User Interface:

• The drag-and-drop builder dramatically simplified form creation
• Templates provided excellent starting points for customization
• Visual form builder reduced the learning curve for team members
• Quick editing capabilities allowed for rapid form updates

Advanced Customization Capabilities:

• Extensive styling options to match Huna’s professional brand
• Flexible field arrangements to create logical form flows
• Ability to create multi-step forms for complex service requests
• Custom CSS options for perfect visual integration

Robust Feature Set:

• Conditional logic to create dynamic, intelligent forms
• Form abandonment tracking to capture potential leads
• File upload capabilities for technical documentation
• Advanced validation rules to ensure data quality

Seamless Integration Options:

• Compatible with Huna’s existing WordPress infrastructure
• Connected smoothly with their CRM and email marketing tools
• Integration capabilities with project management software
• Export options for data analysis and reporting

With WPForms as their solution, Huna implemented four key types of forms to address their core business needs:

Contact Forms

Streamlined client communication processes through user-friendly contact forms, making it easier for clients to reach out and for the team to manage responses efficiently.

Lead Generation Forms

Enhanced lead capture efficiency using Form Abandonment tracking and conditional logic, ensuring no potential opportunities were missed even when forms weren’t completed.

Client Feedback Forms

Improved feedback collection through simple yet comprehensive forms, helping maintain Huna’s commitment to service quality and client satisfaction.

Service Request Forms

Simplified service request management with structured forms that captured all necessary information upfront, reducing back-and-forth communication and improving response times.

The integration capabilities and robust features like conditional logic significantly contributed to Huna’s overall efficiency and client satisfaction, while maintaining a user-friendly interface for both clients and staff.

Favorite WPForms Features & Addons

Huna particularly values the following WPForms features:

1. Conditional Logic: The smart conditional logic feature allows for the creation of dynamic forms that change based on user input, providing a more personalized experience.
2. Form Abandonment Addon: The form abandonment addon helps capture leads even when users don’t complete the form, maximizing lead generation opportunities.
3. Integration Capabilities: Seamless integration with other tools enhances overall workflow efficiency.

The Results

Since implementing WPForms, Huna has seen significant improvements in their operations and client engagement:

1. Increased Form Submissions: A 30% increase in form submissions indicates improved user engagement with the website.
2. Boost in Lead Conversions: A 25% increase in lead conversions demonstrates the effectiveness of the lead generation forms.
3. Improved User Interaction: Noticeable enhancement in the quality of user interaction and feedback.
4. Streamlined Processes: Simplified service request management and client communication processes.
5. Enhanced Client Satisfaction: The improvements in communication and service delivery have contributed to higher client satisfaction levels.

“I would recommend WPForms for its user-friendly interface, powerful features like conditional logic, and seamless integration options that streamline form creation and enhance user engagement.”

-Hugo Duarte, Owner of Huna

Looking Ahead

Huna plans to continue leveraging WPForms to enhance their operations and client services. They are exploring additional WPForms addons and integrations to further streamline processes and support growth.

By focusing on personalized service and efficient communication, Huna aims to maintain its position as a leading IT consulting firm, delivering exceptional value to clients year after year.

Key Takeaways

Huna’s success with WPForms offers valuable lessons for small businesses and IT consulting firms:

1. Prioritize User Experience: Implement user-friendly forms to enhance client communication and engagement.
2. Leverage Advanced Features: Utilize features like conditional logic to create dynamic, personalized forms.
3. Focus on Lead Capture: Use form abandonment tools to maximize lead generation opportunities.
4. Streamline Processes: Implement forms to simplify service requests and feedback collection, improving overall efficiency.
5. Continuous Improvement: Regularly analyze form performance and user feedback to refine and optimize your forms and processes.

By implementing these strategies, businesses can enhance their client engagement, improve operational efficiency, and drive growth in their respective industries.

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Managing multiple enterprises simultaneously can be a daunting task, especially when each business has unique needs and requirements.

For entrepreneurs in this position, finding a versatile and reliable tool to handle diverse form-building needs across different websites is crucial for maintaining efficiency and growth.

In this Customer Story, we explore how Steve Youngblood, an entrepreneur overseeing four distinct projects, leverages WPForms to streamline operations, enhance user experiences, and manage data effectively across his various organizations.

From SaaS solutions to museum management, Steve’s experience demonstrates how a powerful form builder can be a game-changer for multi-faceted business operations.

Customer Profile

Steve Youngblood is an entrepreneur managing multiple ventures

• FaithTeams is an SaaS company offering affordable church management software for small to medium-sized churches, featuring digital giving, text-to-give, events, and groups management.
• The Computer Museum of America, located in Roswell, GA, is one of the largest technology museums in the USA, boasting the largest collections of Cray Supercomputers and unique Apple artifacts.
• FuelTrust is a GreenTech SaaS company, helping customers drive risk reduction and compliance by lowering waste and pollution to empower a greener fleet—and thus a cleaner environment and healthier world.
• Newbrew is Steve’s personal website showcasing his career highlights. It details his experience launching and running several companies,

The Challenge

Managing multiple ventures with diverse needs posed several challenges for Steve Youngblood. He needed a reliable and versatile form builder that could handle various tasks across different websites, such as contact forms, registrations, and artifact donation forms.

Additionally, Steve required a solution that supported payments, conditional logic, and out-of-the-box field types to cater to the specific needs of each business.

Key requirements included:

• Ability to track entries directly on the websites
• Strong security measures, including effective CAPTCHA support
• User-friendly interface for easy form creation and management
• Integration capabilities with essential tools like HubSpot and ActiveCampaign

With team members potentially needing to create and manage forms across different ventures, Steve sought a solution that was not only powerful but also intuitive and quick to learn.

Finding a single form-building tool that could address all these needs while remaining cost-effective was crucial for streamlining operations across his diverse portfolio of businesses.

The Solution

After discovering WPForms through a Google search, Steve Youngblood decided to implement it across his various ventures. He chose WPForms due to its ease of use, clean UI, and robust features that addressed his diverse needs.

Key factors that influenced Steve’s decision:

1. Versatility: WPForms allowed Steve to create a wide range of forms, including contact forms, registration forms, and artifact donation forms, catering to the needs of FaithTeams, Computer Museum of America, FuelTrust, and his personal website.
2. Payment Processing: WPForms offered better support for payments, crucial for FaithTeams’ digital giving features.
3. Advanced Features: The platform provided strong support for conditional logic and a variety of out-of-the-box field types, enabling the creation of dynamic, comprehensive forms.
4. Security: WPForms’ effective CAPTCHA support addressed Steve’s security concerns, particularly important for donation and artifact submission forms.
5. User-Friendly Interface: The clean, intuitive UI made it easy for Steve and his team to quickly build and launch forms across multiple websites.
6. Integration Capabilities: WPForms seamlessly integrated with essential tools like HubSpot and ActiveCampaign, streamlining Steve’s business operations.
7. Data Management: All form entries were stored in one place, providing a reliable backup and easy access to submitted data.

With WPForms, Steve created various forms for his websites, including:

Contact Us Forms: Facilitating communication with visitors and potential clients.

Registration Forms: Streamlining the registration process for events and services.

Artifact Donation Forms: Managing donations for the Computer Museum of America.

The Pro version of WPForms provided Steve with the advanced features and flexibility needed to manage forms across his diverse portfolio of businesses efficiently.

The Results

Implementing WPForms brought significant benefits to Steve’s ventures:

• Centralized Data Management: All form entries are stored in one place, making it easy to access and manage data.
• Ease of Use: The user-friendly interface allows anyone with access to the websites to build and launch forms quickly.
• Enhanced Functionality: Features like phone field masking and country designation improve the accuracy and efficiency of form submissions.
• Integration Capabilities: Seamless integration with Hubspot and ActiveCampaign automates marketing and CRM processes.

The consistent performance of WPForms has allowed Steve to keep multiple sites running smoothly with limited oversight. The ease of managing entries and training others to use the plugin has been invaluable.

Tips for WPForms Users

“Take advantage of the out-of-the-box features, templates, add-ons, and fields. Don’t try to reinvent the wheel – use the resources already available in WPForms to maximize its potential.”

-Steve Youngblood, Founder and Product Executive, Newbrew LLC

Looking Ahead

Steve highly recommends WPForms for its ease of use, affordability, and robust features. The ability to save data with email notifications and integrate with tools like Mailchimp, Hubspot, and ActiveCampaign makes WPForms an essential tool for managing multiple websites efficiently.

He plans to continue using WPForms across his ventures to streamline operations and improve efficiency. He is exploring additional WPForms addons and integrations to further enhance the functionality of his websites.

For entrepreneurs and businesses managing multiple websites or diverse form needs, Steve’s experience showcases how WPForms can serve as a comprehensive solution, driving efficiency and supporting growth across various ventures.

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Creating a personalized experience in your website forms can help to increase engagement and form completion rates.

Read our guide to personalizing WordPress forms to get some actionable ideas for capturing visitor information and customizing forms to make them more relevant and useful for individual users.

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As agencies grow, they often encounter challenges like managing multiple client websites, streamlining workflows, and delivering exceptional results efficiently.

In this Customer Story, we highlight KLH Technology Solutions, a web design and digital marketing agency. Their experience with WPForms demonstrates how a powerful form builder can be a game-changer for agencies looking to optimize their operations and enhance client satisfaction.

Customer Profile

KLH Technology Solutions is a small digital agency offering services including web design, digital marketing, and search engine optimization. Specializing in WordPress, eCommerce, paid advertising, email marketing, website integrations, and social media marketing services, KLH Technology Solutions helps businesses succeed online.

With a focus on building trusting personal relationships, they offer customized solutions using the latest technology trends to maximize online visibility and save clients valuable time and money.

The Challenge

As KLH Technology Solutions’ client roster grew, so did the complexity of their form-building needs.

Managing a diverse array of client websites meant constantly creating, customizing, and maintaining various forms – from simple contact forms to intricate application and payment forms.

The previous form builder plugins they’d relied on were starting to show their limitations. Setting up even basic forms felt clunky and non-intuitive. The layouts were outdated, failing to match the modern aesthetic of their clients’ websites. And the lack of flexibility and advanced features meant KLH was constantly hitting roadblocks, wasting valuable time on workarounds and manual processes.

The frustrations were mounting:

• Time drain: Each form creation or update felt like a time-consuming chore, pulling KLH’s focus away from other critical tasks.
• Client dissatisfaction: The clunky forms weren’t just impacting KLH’s workflow; they were also affecting their clients’ user experience, potentially leading to lost leads and missed opportunities.
• Limited functionality: The lack of integrations with essential tools like Mailchimp and Stripe meant KLH couldn’t automate key processes or offer clients the seamless experience they deserved.

KLH knew they needed a form-building solution that could keep up with their growing agency, empower their clients, and streamline their workflow. They needed a tool that was both powerful and user-friendly, capable of handling everything from simple contact forms to complex multi-step applications.

The Solution

KLH Technology Solutions selected WPForms as their new form-building platform after careful evaluation.

Several key factors contributed to this decision:

• User-Friendly Interface: The drag-and-drop builder simplified form creation, enabling KLH to efficiently design forms for various client needs.
• Modern Design & Customization: The plugin’s contemporary form templates and customization options allowed KLH to create forms that seamlessly integrated with clients’ websites, maintaining a consistent and professional look.
• Comprehensive Feature Set: WPForms’ extensive features, including conditional logic, multi-page forms, file uploads, and payment integrations, equipped KLH to build sophisticated and functional forms tailored to specific client requirements.
• Integrations: The ability to connect WPForms with essential tools like Mailchimp, Stripe, and Zapier streamlined data collection and automated workflows, saving KLH valuable time and resources.
• Responsive Support: WPForms’ support team provided timely and effective assistance whenever KLH encountered questions or issues, ensuring a smooth user experience.

With WPForms, KLH Technology Solutions expanded the range of forms they could offer clients:

Contact Forms: User-friendly contact forms improved communication between clients and their customers, enhancing lead generation and customer engagement.

Application Forms: Streamlined application forms simplified the collection and management of data for programs, jobs, or events.

Email Newsletter Signup Forms: Integration with email marketing platforms enabled clients to automate list building and lead generation efforts.

Purchase Forms: Secure payment integrations facilitated online transactions, opening new avenues for clients to sell products and services directly through their websites.

By adopting WPForms, KLH Technology Solutions addressed the limitations of their previous form builders and gained a versatile tool that enhanced both their internal operations and their clients’ online presence.

“It’s the only form I use for all my clients! After trying other ones, nothing compares to WPForms. Start using it and don’t look back!”

-Kara Hooper, Owner of KLH Technology Solutions

The Results

The implementation of WPForms led to measurable improvements for both KLH Technology Solutions and their clients:

• Time Savings: Automation of previously manual tasks, such as tagging entries in Mailchimp, resulted in significant time savings, allowing KLH to focus on other value-adding activities.
• Increased Efficiency: Streamlined form creation and management reduced the need for manual data entry and improved overall workflow efficiency, enabling KLH to handle more client projects with ease.
• Enhanced User Experience: Clients’ customers benefited from intuitive and user-friendly forms, leading to increased form submissions, improved communication, and a higher volume of qualified leads.

WPForms proved to be a valuable investment for KLH Technology Solutions. It not only streamlined their internal processes but also directly benefited their clients.

“The first time I automated a form to Mailchimp and could tag an entry was amazing! I had manually been doing this for my client and the automation saved so much time.”

-Kara Hooper, Owner of KLH Technology Solutions

With more user-friendly forms, clients saw an increase in engagement and lead generation, ultimately contributing to their online success.

Favorite WPForms Features & Addons

KLH Technology Solutions leverages a range of WPForms features and addons to enhance their form-building capabilities:

• Layout Fields: This feature is indispensable for creating visually appealing and well-organized forms, especially those with numerous fields or images.
• Calculation, Payment, Signature, & Upload Fields: These specialized fields enable KLH to build dynamic forms that cater to various client needs, from collecting payments to gathering signatures and file uploads.
• Stripe/Square Addons: Enables secure payment processing directly through forms.
• Mailchimp Addon: Automates the process of adding email addresses to lists and tagging them, streamlining lead nurturing and email marketing efforts.
• Hubspot & Zapier Addons: Integrates WPForms with CRM and marketing automation platforms, facilitating efficient lead management and communication.

These features and addons collectively empower KLH Technology Solutions to create powerful, customized forms that drive lead generation, streamline workflows, and enhance the overall user experience for their clients’ customers.

Looking Ahead

KLH Technology Solutions plans to continue leveraging WPForms to enhance their operations and those of their clients. They are exploring additional WPForms addons and integrations to streamline processes and support growth.

By focusing on innovation and client satisfaction, KLH Technology Solutions aims to maintain its leading position in web design and digital marketing.

For KLH Technology Solutions, WPForms isn’t just another plugin; it’s a game-changer that has allowed them to deliver top-notch services efficiently and effectively.

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One of the reasons KLH Technology Solutions chose WPForms to create forms for client sites was because its customization options made it easy to create modern, attractive forms that matched the branding and style of each website.

If you’d like to create some beautiful forms for your own site, take a look at these beautiful contact form designs. You can also read our guide on how to style contact forms.

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Non-profits often struggle with day-to-day tasks that take time away from their main goals. Managing members, organizing events, and handling paperwork can be a real challenge. These issues can take time and resources away from their core objectives of serving communities and driving positive change.

In this Customer Story, we look at how the American Legion Arizona, a veterans’ support group, solved these problems. They used WPForms to make their work easier and more effective.

We’ll show you how this small team of six people saved hours of work each week, connected more effectively with their members, and made it simple for them to sign up for events and share news.

Their story shows how non-profits can use online forms to overcome common hurdles. By working smarter, they can focus more on what really matters – helping the people they support.

Customer Profile

The American Legion Arizona is a state branch of the National American Legion organization, dedicated to advocating for veterans, active service members, and their families. They provide a platform for over 120 Posts in Arizona to share information and collaborate, supporting a community with over 100 years of service history.

The Challenge

When the American Legion Arizona started to update their website, they found several problems in how they were working:

1. Getting User Feedback: Their old way of asking members for opinions wasn’t working well. Not many people were responding. They needed an easier way to learn what members thought about their services and programs.
2. Helping Members: Answering questions and helping members was taking too much time. The team was having trouble responding quickly, causing a poor user experience.
3. Setting Up Events: The organization runs many events each year, like meetings and fundraisers. Their old way of signing people up for these events was slow, often had mistakes, and took a lot of staff time to manage.
4. New Member Sign-ups: The process for new members to join and pay for membership was time-consuming and difficult for both parties.
5. Collecting Information: Getting different kinds of information, like reports from local posts and articles for their newsletter, was messy and slow.

The organization knew they needed to fix these problems to work better and help veterans more. They wanted to find a form-building tool that could:

1. Work well with their WordPress website and other tools they use
2. Make many different kinds of forms, from simple surveys to complex event sign-ups
3. Handle payments for memberships and event fees
4. Use smart features like conditional logic to make forms that change based on answers
5. Be easy enough for their small team to use without needing to be tech experts

Their main goal was to make their work faster and easier, so the team could spend more time on what’s really important – helping veterans and their families.

How WPForms Provided Solutions

The American Legion Arizona turned to WPForms to address their challenges.

After discovering the plugin through a WordPress search for form-building plugins, they were impressed by its capabilities and ease of use, especially with payment collection.

With WPForms, they have created over 50 forms for various purposes, including:

• Membership Sign-Up with Payment: Simplified the process for new members to join and pay online.
• Conference Registration with Payment: Streamlined event registrations and payment collection, saving time for both members and staff.
• Yearly Reporting: Posts can now submit their annual reports online, making collecting and organizing the data much easier.
• Event Submission: Members can now submit details of their events so they can be easily added to the calendar, keeping it up to date without a lot of extra work for staff.
• Newsletter Article Submission: Allows members to submit articles for the newsletter, making it faster and easier to collect and manage content
• Program Registration: Students can sign up for various programs online, helping to streamline and manage signups for different initiatives such as Boys State.
• Officer Reporting: Posts can easily submit officer details and updates online. This automation ensures that leadership information remains accurate and current, aiding effective communication and coordination within the organization.
• Product Order Forms: Members can order and pay for personalized branded merchandise such as polo shirts to show their affiliation and support for the program.

By using WPForms for all these tasks, the American Legion Arizona was able to solve many of their original problems. They could now collect feedback, manage registrations, and gather information much more efficiently.

WPForms was flexible enough to handle this wide range of different tasks and forms were easy for their small team to create, even with limited technical experience.

Members found the forms easy to use, which increased participation, and WPForms integrated well with their existing site, meaning there was no need to move to a new platform or learn new systems.

Favorite WPForms Features and Addons

The American Legion Arizona found several WPForms features particularly helpful. Here’s a closer look at their favorites:

Calculations: This feature allowed them to automatically total up costs for events or memberships. For example, if someone registered for multiple events or added extra items to their registration, the form would calculate the total cost automatically.

Stripe Integration: This made it easy to collect payments securely online. Members could pay for dues or event registrations right on the form, without being sent to another website.

Digital Signatures: For forms that needed a signature, like waivers for events, this feature allowed users to sign digitally right on the form. This saved time and paper compared to printing and scanning signed documents.

Repeatable Fields: This feature allows users to register multiple people in one form submission. For example, if someone wanted to register a group for a conference, they could add as many attendees as needed without filling out separate forms for each person, saving time for both the registrants and the staff processing the registrations.

Conditional Logic: This feature makes forms smarter and more user-friendly. Forms can dynamically change based on what the user entered. For example, if a user indicates they need special accommodations for an event, the form would then show questions about what kind of accommodations they need. This makes forms shorter and less confusing for users, as they only see questions relevant to them. It also helps collect more detailed information when needed, without cluttering the form for everyone.

The Results

Implementing WPForms brought significant improvements to the American Legion Arizona:

Time Savings

Automating previously manual processes, such as membership sign-ups, event registrations, and report submissions, saved the team countless hours each week.

Staff members who once spent significant portions of their day on administrative tasks now have the freedom to dedicate more energy to core initiatives like veteran outreach and community support programs.

Increased Efficiency

The transition to online forms streamlined operations across the board. The elimination of paper forms drastically reduced the need for printing, shipping, and manual data entry.

Enhanced User Experience

Members now enjoy a seamless and user-friendly experience when interacting with the organization.

Intuitive forms make it easy to register for events, submit articles for the newsletter, make payments, and provide valuable feedback.

This improved experience has fostered greater engagement and participation from the veteran community, strengthening the organization’s connection with its members.

A Moment of Success

A standout success was with the Boys State program, an American Legion initiative that started in the 1930s.

In the past, managing registrations and collecting necessary information for this program was a cumbersome process involving paper forms and manual data entry.

However, with the implementation of WPForms, the entire process was transformed. Last year alone, over 150 participants seamlessly signed up online, submitting not only their basic registration details but also crucial medical disclosures and payment information – all without a single error.

The efficiency gains didn’t stop there. WPForms also enabled the program to introduce new forms for waitlist participants and high school guidance counselors seeking further information.

These forms, seamlessly integrated with the organization’s email systems, ensured prompt communication and a streamlined experience for everyone involved.

The success of the Boys State program exemplifies how WPForms can empower organizations to modernize even their most established initiatives, improving efficiency, enhancing the user experience, and ultimately allowing them to focus on what truly matters.

Tips for WPForms Users

“Take full advantage of the WPForms knowledge base. It’s packed with information that can help you solve most issues without needing to contact support. And don’t hesitate to explore the various addons available – they can significantly expand the functionality of your forms.”

-Frank Hirrill, Webmaster at American Legion Arizona

Looking Ahead

The American Legion Arizona discovered that creating and managing forms can be incredibly simple and efficient with WPForms. The ease of use and powerful features like conditional logic, payment collection, and extensive integrations have been invaluable.

The team can now create numerous forms quickly, ensuring their user data is secure and their processes are streamlined.

WPForms has significantly improved their operations, and they are exploring additional addons and integrations to streamline processes and support growth.

The impact of their success extends beyond Arizona. The National Headquarters has taken note of their achievements, recognizing the potential for online forms to streamline operations across the entire organization. The team is not only focused on their own growth but also on sharing their knowledge and experience to empower other state branches to embrace similar digital solutions.

Key Takeaways

The American Legion Arizona’s success with WPForms offers valuable lessons for non-profit organizations and businesses alike:

• Automate and Streamline: Identify manual, time-consuming tasks that can be automated with well-designed online forms. This frees up valuable staff time to focus on core mission objectives.
• Enhance User Experience: Implement user-friendly forms to simplify processes like event registrations, feedback collection, and information submissions. This improves engagement and satisfaction among members and supporters.
• Optimize Data Collection and Management: Utilize online forms to efficiently collect and organize data, eliminating the need for paper forms and manual data entry. This saves time and reduces errors.
• Leverage Integrations: Choose a form-building solution that seamlessly integrates with your existing tools and systems, such as email marketing platforms and payment gateways, to streamline workflows and maximize efficiency.

By implementing these strategies, organizations can optimize their operations, improve their user experience, and achieve greater success in fulfilling their mission.

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Next, Learn More About How NonProfits Can Use WPForms

If you work for a nonprofit and you’re feeling inspired about how WPForms transformed the operations of the American Legion Arizona, we have a lot more resources that you may be interested in.

Start by checking out our guide to how nonprofits can use WPForms to grow their website. You might also be interested in how you can promote your cause during Giving Tuesday.

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.

Many growing businesses encounter common challenges as they grow: time-consuming manual processes, inefficient customer support, and difficulties collecting user feedback. 

In this Customer Story, we spotlight PushEngage, a leading push notification software provider. Their journey with WPForms demonstrates how the right form-building solution can significantly impact a company’s efficiency and customer engagement.

Read on to discover how PushEngage used WPForms to save 18 hours every week, enhance customer interactions, and gain valuable insights into their users’ needs.

Customer Profile

PushEngage has quickly become the number-one push notification software and earned a great reputation for its ease of use and breadth of features.

With multi-channel messaging, advanced segmentation, automated campaigns, A/B testing, goal tracking, and detailed analytics and reporting, PushEngage helps over 25,000 businesses worldwide to send app and web push notifications that increase traffic, engagement, and sales.

The Challenge

As PushEngage expanded its customer base and grew, so did the headaches.

The team was bogged down by a manual process for handling monetization requests, which involved endless email exchanges and a lot of tedious manual input.

This process consumed about 18 hours each week, pulling resources away from more important tasks.

On top of that, PushEngage needed a better way to:

• Gather user feedback
• Manage customer support inquiries
• Set up product demos

They needed a form-building solution that could easily integrate with their existing tools and processes, streamline their workflow, and improve efficiency.

How WPForms Provided a Solution

After evaluating various options, PushEngage chose WPForms as their go-to form-building solution. 

Trusted by over 6 million web developers, agencies, and businesses worldwide, WPForms offered the reliability and functionality PushEngage needed. 

Here’s how WPForms transformed their operations:

NPS Form

Utilizing the Surveys and Polls addon, PushEngage created an NPS form to collect valuable reviews and feedback from users. This form enabled the company to gain insights into user satisfaction and areas for improvement.

Contact Form

To enhance customer support, PushEngage implemented a contact form, simplifying the process for users to reach out with queries.

Over the past year, this form has facilitated the resolution of more than 1,300 customer queries, significantly improving support efficiency.

Onboarding Form

PushEngage streamlined their monetization request process by creating an onboarding form.

This form was integrated with Drip, their email service provider, automating what was once an 18-hour weekly task, and freeing up valuable time for the team.

Scheduling Form

To offer product demos, PushEngage developed a scheduling form.

This form made it easy for users to request demos, enhancing the onboarding experience and driving engagement with potential clients.

The Results

Using WPForms helped PushEngage to completely transform the way they operated and worked with customers:

“We thought that if WPForms is good enough for multiple six-figure businesses, it’s good enough for us. And boy, we were right!”

-Nirvana Guha, Writer at PushEngage

Significant Time Savings and Operational Efficiency

Automating the monetization request process saved approximately 18 hours each week.

By integrating WPForms with Drip, their email service provider, the team significantly reduced manual workload and increased productivity. This allowed them to focus on more important tasks and handle requests more efficiently.

This substantial time recovery was not just from automating processes, but also from the speed and ease of setting up new forms. With WPForms, the team found they could create and deploy new forms in minutes, rather than the hours it previously took with other solutions.

Enhanced Customer Support

The implementation of a contact form streamlined customer support operations, enabling the team to resolve over 1,300 queries in the past year.

This improvement not only boosted efficiency but also enhanced user satisfaction, providing a smoother experience for PushEngage’s customers.

Valuable User Feedback

The NPS form created with the Surveys and Polls addon enabled PushEngage to collect essential feedback from users.

This provided valuable insights into user needs and preferences, which proved instrumental in refining their services and improving user experiences.

Improved User Engagement

The scheduling form for product demos simplified the process for potential customers to book appointments.

This increased engagement with potential clients and provided a seamless onboarding experience, making it easier for PushEngage to showcase their product and convert leads.

PushEngage’s experience demonstrates the significant impact that the right tools can have on a growing business.

By automating key processes, improving customer interactions, and providing valuable insights, WPForms has become an integral part of PushEngage’s success story.

Why PushEngage Recommends WPForms

PushEngage found that creating HTML forms that integrate with email tools can be a daunting task, and many other plugins come with serious security issues or are simply too complicated to use.

WPForms, on the other hand, didn’t require them to learn a new software tool just to build forms. The team can now create as many forms as they need in minutes, all under the same license, and they have complete confidence that their user data is secure.

Tips for WPForms Users

“Talk to their customer success team! WPForms has outstanding support and they can help you with WAY more than troubleshooting. There are so many quick and easy addons that you wouldn’t normally even think of. But I guarantee you, if you’re thinking of a type of form to create, then WPForms can help you build it.”

-Nirvana Guha, Writer at PushEngage

Future Plans

Looking ahead, PushEngage plans to continue using WPForms to enhance their user experience and operational efficiency.

The team is exploring additional WPForms addons and integrations to streamline processes and support growth. By focusing on innovation and user satisfaction, PushEngage aims to maintain its leading position in the push notification software industry.

Key Takeaways

PushEngage’s success with WPForms offers valuable lessons for businesses of all sizes. Here are the key insights you can apply to your own operations:

• Automate and Integrate: Identify time-consuming manual tasks that can be automated with well-designed forms. Choose solutions that integrate seamlessly with your existing tools to maximize efficiency and streamline workflows.
• Enhance Customer Interactions: Implement easy-to-use feedback mechanisms and streamline your customer support processes. This dual approach helps you continuously improve your products or services while also boosting customer satisfaction.
• Optimize User Onboarding and Engagement: Create smooth onboarding processes and scheduling systems with tailored forms. This not only improves user adoption and retention but also enhances overall engagement with your product or service.
• Leverage Data for Strategic Growth: Use the data collected through forms to gain insights into user behavior and preferences. These insights can inform your business strategies and drive data-driven decision-making.

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Next, Find Out More About WPForms

If reading this has made you consider some processes in your own business that could benefit from streamlining, you might wonder if WPForms is the right solution for you.

Find out more about what WPForms is used for and its primary features in our quick overview.

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.

As you search the WordPress plugin directory, WPForms catches your eye. But you might be wondering: Is it too good to be true?

Can you use WPForms for free? Or is it one of those frustrating freemium plugins that let you install but locks away all the useful functionality until you’ve paid up?

Good news: WPForms offers a robust free version that might surprise you with its capabilities. In this article, I’ll explain exactly what you get with the free version of WPForms (known as WPForms Lite) and how it compares to WPForms Pro.

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Can You Use WPForms for Free?

Yes, you can use WPForms for free. WPForms offers a robust free version called WPForms Lite. This isn’t just a stripped-down teaser – it’s a fully-functional drag-and-drop form builder plugin that you can use without any limitations.

With WPForms Lite, you have the freedom to create an unlimited number of forms, and each one is completely functional.

Best of all, your forms won’t be cluttered with annoying branding or advertisements. Whether you need one form or one hundred, WPForms has you covered – all without costing you a penny.

WPForms Lite Features

Many free versions of premium plugins can be severely limited, leaving users frustrated. However, WPForms Lite breaks this mold by offering a robust set of features that can satisfy many users’ needs. 

Let’s explore what you get with the free version of WPForms.

No Limitation on Number of Forms or Form Size

First, let me emphasize that WPForms Lite truly is a fully-functional form builder plugin.

I’ve used free versions of premium plugins before that were essentially useless, with all but the most basic features stripped away or severely limited in usage.

This is not the case with WPForms Lite. You can create as many forms on your site as you need, make them as long and detailed as you want, and you won’t have to worry about the WPForms brand logo plastered everywhere, making your site look unprofessional. The forms you create with the free version look just as polished as the basic forms you’d make with the Pro plugin.

To be clear, unless you require some of the advanced functionality of WPForms Pro, you can continue using WPForms Lite indefinitely to create basic forms to your heart’s content.

Drag-and-Drop Form Builder

Just like WPForms Pro, WPForms Lite offers a super user-friendly drag-and-drop form builder that will have you publishing your first form in under five minutes.

I know the frustration of grappling with free form plugins that are anything but user-friendly, so it’s refreshing that the intuitive functionality of the best WordPress form builder is available in the free version.

WPForms Lite includes all the essential form fields you need to build a basic form, such as:

• Single Line Text
• Paragraph Text
• Dropdown
• Multiple Choice (radio buttons)
• Checkboxes
• Numbers
• Name
• Email
• Number Slider Captcha

You also have access to the basic WPForms field options including:

• Field size (Small, Medium, or Large)
• Placeholder text
• Limit text length
• Default values
• Smart tags
• CSS classes
• Hidden form fields

Creating a form couldn’t be simpler – just drag and drop the fields you want onto your form, make any necessary customizations, and you’re done! 

WPForms also ensures all form layouts are fully mobile-responsive by default, so regardless of how you design your form, it will look great and provide an excellent user experience on any device.

Instant Form Notifications and Confirmations

WPForms Lite sends customizable email notifications to an email address of your choice every time someone submits a form on your site.

From the user’s end, you can customize a confirmation message to show after form submission or redirect automatically to another page on your site or an external URL.

Payment Forms

One of the most impressive features of WPForms Lite is the ability to build forms that securely accept payments without needing to upgrade to Pro.

WPForms Lite comes with built-in Stripe integration, allowing you to add various payment fields to your form, including:

• Single Item
• Multiple Items
• Checkbox Items
• Dropdown Items
• Stripe Credit Card
• Total

This functionality makes it easy to create online order forms, donation forms, booking forms, and any type of form that requires online payment. There’s no need to install complex eCommerce plugins or set up an entire online store.

And like everything else in WPForms, integrating credit card payments with Stripe is straightforward and requires no coding. Simply connect to your Stripe account and drag and drop the Stripe Credit Card field onto your form.

There’s even a dedicated Payments screen:

This allows you to monitor sales and issue refunds directly from your WordPress dashboard.

Marketing Integrations

You’ll have to upgrade to WPForms Pro to get access to most of the email marketing integrations. But if you don’t have a preference over which email marketing platform you use, Constant Contact integration is built right into WPForms Lite.

You can easily create email signup forms and send subscribe details automatically to your Constant Contact mailing lists. 

As a bonus, WPForms Lite also comes with Uncanny Automator integration. This allows you to build powerful automations to over 170 apps and services and connect your forms to social media, membership plugins, elearning platforms, and more.

Spam Protection

WPForms Lite comes with powerful behind-the-scenes anti-spam protection features, which are enabled by default.

You can also adjust the minimum time to submit, which can help to eliminate spam bot entries, and activate third-party CAPTCHA and anti-spam services including Google’s reCAPTCHA, privacy-oriented hCaptcha, Cloudflare Turnstile, and Akismet.

Free WPForms Templates

While WPForms Lite empowers you to build custom forms from scratch, it also provides a valuable shortcut: pre-designed form templates. 

Although many premium templates are exclusive to Pro users, WPForms Lite still offers an impressive array of free templates to jumpstart your form creation process.

These free templates cover a wide range of use cases, including:

• Basic contact forms
• Newsletter signup forms
• Registration forms
• Application forms
• Simple payment forms

You can use these templates as-is for a quick solution, or customize them to perfectly match your specific needs. This feature not only saves you time but also provides an excellent way to explore the potential of WPForms Lite and discover new ways to engage with your website visitors.

How to Use WPForms for Free

To get started with WPForms Lite, log into the dashboard of your WordPress site and navigate to Plugins » Add New Plugin. 

Type “wpforms” in the search box and hit return to run the search. 

Click the Install Now button next to the WPForms plugin.

When the plugin has finished installing, click on the Activate button.

And you’re all done! That’s it! You’re now ready to start building forms for free with WPForms.

For a visual guide, you can watch the video below, which walks you through the process of creating a basic contact form with WPForms.

WPForms Free vs Paid (Lite vs Pro)

With WPForms Lite offering so many features, you might wonder why anyone would upgrade to the paid Pro version.

The simple answer? You don’t need to if WPForms Lite meets all your requirements. For creating basic forms on a budget, it’s hard to beat.

However, WPForms Pro unlocks a suite of powerful features that can significantly enhance your forms, enabling complex workflows and integrations.

Entry Management

While WPForms Lite sends form submissions via email, WPForms Pro takes it a step further. It offers a powerful entry management system that stores form entries within WordPress. 

This system allows you to search and sort submissions, export data, and customize how you display the information. It’s a game-changer for businesses that need to manage and analyze large volumes of form submissions.

Fancy Form Fields

WPForms Pro expands your form-building toolkit with additional fields such as date and time pickers, password fields, file uploads, ratings, signatures, and Likert Scale. 

It also introduces special fields to enhance form functionality, like repeater fields for duplicating sections, page breaks for multi-page forms, and layout fields for advanced design options.

On the payment front, WPForms Pro offers advanced fields including coupons and integrations with more payment services like Authorize.net, PayPal, and Square. As a bonus, you’ll enjoy lower Stripe transaction fees compared to the Lite version.

Smart Conditional Logic

One of WPForms Pro’s most powerful features is conditional logic. This allows you to create dynamic, intelligent forms that adapt based on user input. 

You can show or hide fields based on user selections, set up advanced logic rules, and automate actions based on form input. 

For example, you can allow users to select their own payment method, create conditional form notifications, or set up automatic lead routing.

Advanced Form Features

WPForms Pro includes several advanced features and addons that take your forms to the next level. 

For example, the Calculations addon converts your basic forms into advanced custom calculators. You can automatically calculate order totals, build custom quote forms with real-time calculations, and create custom calculators to attract traffic and leads for any user need from health and fitness to business and finance.

The Offline Forms and Save and Resume addons boost completion rates by allowing users to save their progress and return later. For access control, the Form Locker addon lets you limit who can submit forms. 

And if you’re into data collection, the  Surveys and Polls addon makes it easy to gather feedback with interactive reports featuring attractive graphs and charts.

7,000+ Integrations

With WPForms Pro, you can connect your forms to multiple email marketing services including Campaign Monitor, Mailchimp, Brevo, and third-party apps like Google Sheets.

But the real power comes from the Zapier integration, which opens up connections to over 7,000 apps. This allows for powerful automations and trigger actions on form submission. For example, you could add an event automatically to Google Calendar or make a task in Trello or Asana.

Conversion Tools

If you’re using forms to capture leads, WPForms Pro offers several features designed to boost conversions. 

You can create attractive, distraction-free landing pages and forms specifically designed for high conversions. The Conversational Forms addon allows you to create interactive, human-like forms that ask one question at a time. Form Pages and Lead forms are designed to capture as many leads as possible. 

And if someone starts but doesn’t finish a form, the Form Abandonment addon helps you capture that lost lead and follow up directly.

2,000+Templates

If you thought the templates you get with WPForms Lite are good, you’ll be totally blown away with the Pro templates!

WPForms Pro takes templates to the next level with a wide range of professionally-designed, customizable templates for various industries and use cases including business operations, customer service, education, event planning, entertainment, feedback, and more. 

Want to save a form you’ve customized or built to use again later? WPForms allows you to save your own custom templates so you can easily add them to your template library to use again at a later date.

Beautiful Forms with Advanced Customizations

As well as the templates, WPForms Pro comes with a library of over 40 professionally-designed form themes. 

Each theme is designed with colors, borders, background images, and button styles to suit different aesthetics. You can customize these themes to match your site perfectly and save your custom themes for later use.

Even form notifications get a makeover in Pro. You can choose from multiple form notification templates and customize them with your own background colors and logo, ensuring a consistent brand experience throughout the user journey.

WPForms Free or Paid – You Decide!

WPForms Lite offers a robust set of features for creating basic forms at no cost. For more advanced functionality, WPForms Pro provides a comprehensive solution for businesses and websites with complex form needs. Choose the version that best fits your requirements and budget.

So can you use WPForms for free? Sure! But you get a whole lot more if you decide to upgrade to Pro.

But there’s zero pressure. You can use WPForms Lite for free for as long as you like and build as many forms as you need. When your business or website grows and you need more powerful functionality, you can upgrade at any time.

How much does it cost to upgrade? Take a look at this screenshot I snapped to show the different license levels.

Make sure to check the pricing page for current prices.

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Next, Learn More About WPForms Addons

WPForms addons, available only for WPForms Pro, are one of the easiest ways to power up your forms. Find out more about what WPForms addons are available, how to use them, and how they can extend your form functionality in our guide to top WPForms addons.

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.

WPForms isn’t just a simple contact form builder – it’s a versatile platform that can be transformed into a comprehensive digital marketing toolkit. How? Through its secret weapon: addons.

In this post, I’ll introduce you to some of the most powerful addons that can supercharge your WordPress forms to help you capture and convert leads, learn more about your audience and customers, automate tasks, and take your business to new heights.

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What Are WPForms Addons?

Think of addons as specialized plugins that extend WPForms’ core functionality. They introduce new features that go far beyond creating basic forms, opening up a world of possibilities:

• Process payments through various gateways
• Integrate with popular email marketing tools
• Create surveys and polls to gather valuable user feedback
• Implement user registration and login forms
• Add digital signatures to your forms for legal documents
• Integrate with CRM systems for better lead management
• Set up advanced automations to save time and reduce manual work
• …and more!

The beauty of this addon system lies in its flexibility. You can customize WPForms to fit your specific needs by installing only the addons you need.

This approach keeps the main plugin lightweight, speedy, and user-friendly, while still offering the power to tackle complex tasks.

Before we start exploring the top addons, it’s worth noting that addon availability varies depending on your WPForms license. You can easily check which license you need for specific addons on the WPForms pricing page.

The Best WPForms Addons to Enhance Your Forms

I chose the addons for this list based on their ability to significantly enhance form functionality, improve user experience, and drive business results.

Whether you’re looking to boost conversions, streamline your workflow, or gather more meaningful data, there’s an addon here that can help you achieve your goals.

Email Marketing: Build Your List Faster

After creating a contact form, the next step for many website owners is often building an email sign-up form. It’s a natural progression – you’ve made it easy for visitors to reach out, now you want to keep in touch with them. But what do you do with those email addresses once someone submits the form?

As well as its built-in Constant Contact integration, WPForms offers an impressive range of addons that integrate seamlessly with popular email marketing services including:

• Mailchimp
• AWeber
• GetResponse
• ActiveCampaign
• Drip
• Campaign Monitor
• Brevo
• ConvertKit
• Mailerlite

And for those of us who need more robust customer relationship management, WPForms also plays well with Hubspot and Salesforce.

These addons create a bridge between your WPForms and your email marketing service or CRM. Here’s a breakdown of their primary functions:

1. Data Transfer: When a visitor fills out your form, the addon automatically sends their information to your chosen email marketing service or CRM. This happens in real-time, without any manual intervention needed from you.
2. Field Mapping: You can easily map form fields to corresponding fields in your email marketing service. For example, you can ensure that the “Name” field in your form matches the “Name” field in your email list.
3. List Selection: If you have multiple email lists, you can specify which list a new subscriber should be added to based on the form they’ve filled out.
4. Tag Assignment: Many email marketing services support tagging or categorizing subscribers based on their form responses. This is incredibly useful for segmentation and personalized marketing.
5. Conditional Logic: You can set up rules to determine when a submission should be added to your email list. For instance, you might only want to add someone if they’ve checked a specific box agreeing to receive marketing emails.
6. Double Opt-in Support: For services that use double opt-in, these addons ensure that the process is initiated correctly when a form is submitted.

Once installed and set up, these addons streamline your workflow and enhance your lead-capture capabilities. No more exporting and importing CSV files – new subscribers are added to your list instantly.

As this happens in real time, your email list or CRM is always up-to-date and by capturing detailed information through your forms, you can segment your list and send more targeted emails from day one.

Simplify eCommerce and Payments

While many know WPForms as a powerful tool for creating contact and lead generation forms, it’s also a secret weapon for small businesses and entrepreneurs looking to sell products or services online.

If you’re not quite ready for a full-fledged eCommerce platform, WPForms offers a lightweight, flexible alternative that might be just what you need.

It’s worth noting that all versions of WPForms come with basic Stripe integration. This means even if you’re using the free version, you can start accepting payments right away. However, the real magic happens when you tap into the Pro addons.

• Stripe: While basic Stripe integration is available with all WPForms licenses, the Pro addon offers reduced transaction fees and advanced features like conditional logic and recurring payments, which are perfect for subscription-based services.
• PayPal Standard & Commerce: These addons allow you to accept PayPal payments directly through your forms, opening up a whole new world of payment options for your customers.
• Square: If you’re already using Square for in-person transactions, this addon lets you seamlessly integrate your online and offline sales.
• Authorize.Net: For businesses that require a more traditional payment gateway, the Authorize.Net addon provides a trusted solution.

But the eCommerce capabilities don’t stop there. WPForms also offers two additional addons that can take your order forms to the next level:

Coupons Addon

The Coupons addon brings the power of promotional marketing to your forms. It allows you to create and manage discount codes directly within your WordPress dashboard, giving you a powerful tool to drive sales and customer engagement.

With this addon, you can create unlimited coupons, each with its own unique code. You have the flexibility to set specific discount amounts or percentages, making it easy to tailor your promotions to different campaigns or customer segments, and you can also set expiration dates and define usage limits on each coupon.

Whether you want to:

• Run seasonal sales campaigns
• Reward loyal customers with exclusive discounts
• Offer introductory rates for new products
• Boost sales during slow periods

The Coupons addon gives you the tools to implement these strategies seamlessly through WPForms.

Calculations Addon

The Calculations addon is a personal favorite of mine as it’s both incredibly powerful and a lot of fun to experiment with too!

This addon allows you to perform complex calculations based on user input, transforming your forms into interactive and responsive tools. It supports all basic mathematical operations and even includes advanced functions like rounding and absolute values. Plus, it will display calculation results in real time as users fill out the form, providing an engaging experience for your customers or users.

The Calculations addon is incredibly versatile While pricing calculations are a common use case, you can also use this addon for all sorts of custom calculators and forms that use calculations:

• Service quote forms that calculate costs based on multiple factors
• Booking forms that adjust pricing based on dates, number of people, or additional services
• Financial calculators for loans, investments, or budgeting
• Health and fitness calculators that provide instant results

You can see some more ideas by taking a browse through our calculation form templates – all the hard work is done for you so you can start with one of these templates and make any customizations you need.

Boost Form Completion Rates

Getting site visitors to start filling out your form is the easy part. The main challenge lies in making sure they complete and submit it.

Recognizing this problem, WPForms has developed a whole suite of addons designed to reduce form abandonment rate and increase conversions to help you to capture more leads.

Conversational Forms

Transform your traditional forms into engaging, chat-like experiences with the Conversational Forms addon. This interactive form layout is designed to maximize conversions and make your WordPress forms feel more human.

This innovative approach presents questions one at a time, mimicking a natural conversation flow. Key benefits include:

• Reduced form abandonment by making long forms less overwhelming
• Increased user engagement through a more interactive experience
• Improved mobile responsiveness, perfect for users on the go
• Potential for higher quality responses as users focus on one question at a time

Form Abandonment

Ever wonder about all those potential leads who start filling out your form but don’t hit submit? The Form Abandonment addon has you covered.

Once activated, this allows your form to capture partial entries, allowing you to follow up with users who didn’t complete your form. This addon:

• Recovers potentially lost leads
• Provides insights into where users are dropping off in your forms
• Allows for targeted follow-up campaigns based on partially completed information

Offline Forms

Don’t let a poor internet connection stand between you and your valuable form submissions. The Offline Forms addon enables users to submit forms even when they’re not connected to the internet. Once they’re back online, the form data is automatically sent.

This is particularly useful for:

• Field work or remote locations with unreliable internet
• Events or trade shows where Wi-Fi might be spotty
• Improving user experience by eliminating frustration from lost submissions

Lead Forms

Capture leads quickly and efficiently with the Lead Forms addon. This tool allows you to create multi-step forms that are optimized for lead generation.

Embed forms created with the Lead Forms addon on any page or post and easily convert existing forms into a Lead Form if you wish. Features include:

• Progress indicators to encourage form completion
• Custom styling to match your WordPress theme
• Integration with popular CRM and email marketing tools using other addons for seamless lead management

Form Pages

Sometimes, you want your form to be the star of the show. The Form Pages addon allows you to create distraction-free, dedicated pages for your forms.

Now there’s no need to pay for a separate landing page builder to collect leads. Simply install the Form Pages addon, customize your form as needed, and publish. Benefits include:

• Increased focus on form completion without website navigation or other distractions
• Customizable designs to match your brand
• Perfect for landing pages, surveys, or any form that requires full attention

Save and Resume

Long, complex forms can be daunting for users to complete in one sitting. The Save and Resume addon allows users to save their progress and return later to finish the form.

This helpful feature offers several benefits to website owners and users:

• Reduces form abandonment rates for lengthy forms
• Improves user experience by accommodating busy schedules
• Allows users to gather necessary information before final submission

Remember, the key to maximizing form completions is understanding your audience and choosing the right combination of these addons to meet their needs and preferences.

Data Management and Tracking

In my experience, effective data management can make or break a business. That’s why I’m excited to share some WPForms addons that can really improve how you collect, manage, and analyze data. These tools will not only save you time but also provide insights that will help you make better business decisions.

Google Sheets Addon

For those of us who rely on spreadsheets, the Google Sheets addon is a lifesaver. While WPForms offers an easy-to-use data management system and the option to export form data as a .csv file, sometimes working in a standalone spreadsheet offers useful flexibility.

The addon allows you to:

• Automatically send form submissions to Google Sheets in real-time
• Organize and analyze data using familiar spreadsheet tools and formulas
• Easily share data with team members for collaborative analysis
• Use Google Sheets’ powerful features like pivot tables and charts for advanced data analysis

If you use Google Sheets regularly in your day-to-day workflow, this addon can significantly reduce data entry time and give your whole team the ability to act quickly on the data you collect. Whether you’re tracking sales leads, event registrations, or customer feedback, this addon keeps your data organized and accessible.

File Uploads Addon

The File Uploads addon streamlines your document collection process by allowing users to upload multiple files of varying file types with their form submission.

When form uploads are activated in your form, you can:

• Allow users to submit files directly through your forms
• Set file type and size limitations for better management and security
• Store files securely in your WordPress media library
• Use conditional logic to request files only when relevant
• Automatically receive the submitted files as email attachments

This addon is particularly useful for job applications, customer support documentation, project submissions, or any situation where you need to collect more than just text-based information from your users.

Surveys and Polls Addon

The Surveys and Polls addon is your key to understanding your customers better. It creates beautiful interactive reports to help you understand the results of your surveys and quickly make data-driven decisions.

With it, you can:

• Create engaging surveys with various question types, including multiple choice, rating scales, and open-ended questions
• Visualize results with interactive charts and graphs, making data interpretation a breeze
• Export data for deeper analysis in your preferred tools
• Use conditional logic to create dynamic surveys that adapt based on respondents’ answers

This addon allows you to gather valuable feedback on products, services, or customer satisfaction. You can use it to inform product development, improve customer service, or even gauge interest in new offerings before investing resources.

User Journey Addon

The User Journey addon allows you to track each visitor’s journey through your site to the point where they completed the form, providing valuable context to each form submission.

This helps you:

• Track user interactions across your website before form submission
• Understand which content drives conversions and engages your audience
• See the URL that referred them to your site
• Identify potential roadblocks in your user experience that might be preventing form completions

This information can be crucial in optimizing your website structure, content strategy, and overall user experience. By understanding the path users take before submitting a form, you can refine your marketing efforts and improve conversion rates.

Geolocation Addon

The Geolocation addon automatically detects the form submitter’s geographical location and adds an extra layer of data to your form submissions.

Using the Geolocation addon can provide a better user experience and help you to make more informed business decisions and segment your leads by location.

• Automatically capture the location of form submissions
• Select location with map pin
• Make location-based decisions and analyses
• Auto-fill address fields in forms
• Use conditional logic based on user location

This can be particularly useful for understanding regional trends, optimizing local marketing efforts, or providing location-based services. Whether you’re managing a multi-location business or trying to understand your customer base better, this addon provides valuable geographical insights.

More Powerful User and Access Control

Managing user access, streamlining content creation, and ensuring proper authentication can significantly improve your website’s functionality, security, and user experience.

Let’s explore four powerful WPForms addons that can help you achieve this: Form Locker, User Registration, Post Submissions, and Digital Signatures.

Form Locker Addon

The Form Locker addon gives you more control over who can access your forms and when.

The plugin settings offer various types of form restriction suitable for different purposes so you can easily restrict access to different forms as needed.

• Password protect sensitive forms to ensure only authorized individuals can submit
• Schedule forms for specific time periods, perfect for limited-time offers or events
• Limit the number of entries a form can receive, ideal for contests or exclusive offers
• Restrict form access to logged-in users or specific user roles
• Customize messages for when forms are locked or entry limits are reached

This addon is great for managing exclusive offers, time-sensitive promotions, and limited-entry events. It adds an extra layer of control and exclusivity to your forms.

User Registration Addon

For membership sites or online communities, the User Registration addon is invaluable. Rather than manually registering users on your WordPress site, you can use the User Registration addon with WPForms to enable users to create an account on form submission.

It allows you to:

• Automatically create WordPress user accounts upon form submission
• Collect additional user data beyond standard WordPress fields
• Customize user roles and capabilities based on form submissions
• Integrate with membership plugins for advanced functionality
• Set up email notifications for new user registrations

This addon can significantly simplify your user onboarding process, reduce administrative workload, and provide a seamless experience for new members joining your site or community.

Post Submissions Addon

The Post Submissions addon turns your forms into a powerful tool for collecting user generated content such as guest posts and directory listings.

With this addon, you can:

• Allow users to submit content directly from the frontend of your website
• Automatically create posts, pages, or custom post types from form submissions
• Set default post status (draft, pending review, or published) for submissions
• Include custom fields in your forms to populate post meta data
• Enable file uploads to set featured images for posts
• Use conditional logic to customize the submission process based on user input

This addon is perfect for websites that rely on user-generated content, such as community blogs, job boards, real estate listings, or event calendars. It streamlines the content creation process while giving you full control over what gets published.

Digital Signatures Addon

The Signatures addon brings an extra layer of authenticity and legal compliance to your forms. If you’ve been reluctant to make the switch from paper to online forms due to being unable to collect a signature,

This addon is invaluable for forms that require a legal signature, such as contracts, waivers, or official applications. When activated, you can:

• Allow users to draw their signature directly on the form
• Capture typed signatures for a more accessible option
• Customize the appearance of the signature field to match your form’s design
• Use conditional logic to show the signature field only when necessary

Digital signatures are essential in certain situations for legal compliance and using this addon can save you time and resources by reducing the need for physical paperwork.

Bonus: Advanced Integrations and Automation

The ability to integrate your forms with other tools and automate your workflows can be a game-changer.

WPForms makes this easy with two powerful addons: Zapier and Webhooks. These addons can take your form functionality to the next level, allowing you to create sophisticated automation and integrate with thousands of third-party applications.

Zapier Addon

The Zapier addon opens up a world of possibilities by connecting your forms to over 7,000 web applications. This means you can automate tasks, sync data, and create workflows that were previously impossible or required extensive custom coding.

When a user submits a form on your website, Zapier can trigger actions in other apps automatically. For instance, you could:

• Create tasks in your project management tool when a client fills out a brief
• Add event attendees to a Google Sheet and send them a calendar invite
• Create invoices in your accounting software when a client places an order

The beauty of Zapier is its flexibility and ease of use. You don’t need to be a programmer to set up these integrations. With a user-friendly interface, you can create “Zaps” (automated workflows) that suit your specific business needs.

The time-saving potential of the Zapier addon is enormous. Tasks that might have taken hours of manual data entry and coordination can now happen automatically in the background, allowing you to focus on more strategic aspects of your business.

Webhooks Addon

While Zapier covers a vast array of popular applications, there may be times when you need to integrate with a custom-built system or an app that’s not available on Zapier. This is where the Webhooks addon comes into play.

Webhooks allow your forms to communicate directly with other web services in real-time. This opens up endless possibilities for advanced users to create custom integrations.

For developers, this addon is a powerful tool that allows for complex, custom solutions. You’re no longer limited by pre-built integrations – if you can imagine it and code it, you can make it happen with webhooks.

WPForms is already a powerful tool for creating WordPress forms, but its addons take it to a whole new level. From streamlining data collection and gaining valuable insights to enhancing user management and automating complex workflows, these addons offer solutions for virtually every form-related challenge you might face.

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Next, Save Time Working in WPForms

When it comes to time, I can almost guarantee you don’t have enough of it! But luckily, if you’re a WPForms user, there are lots of ways you can streamline your workflow and build forms more quickly.

Check out these time-saving tips for WPForms to find some useful ways to reduce the time you spend creating forms and managing data.

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.

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WPForms is packed with tools and options that aren’t immediately obvious but can significantly improve your workflow and the forms you create.

In this post, I’ll introduce you to some of these hidden gems – features that might have slipped under your radar but have the potential to take your WordPress forms to the next level.

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Hidden WPForms Features You Should Know

Whether you consider yourself an advanced user or you’re still getting to grips with the plugin, you’re likely to find some useful tricks here. Let’s uncover some of the cool, lesser-known things you can do with WPForms drag-and-drop form builder.

1. Be More Productive and Improve Your WPForms Workflow

When I first started using WPForms, I had no idea there were so many ways to speed up my work or personalize my forms. Over time, I’ve discovered some great tricks that have really improved how I build and manage forms.

In this section, I’ll share some of these hidden features that have made my life easier. Whether you’re making a quick contact form or a big survey, these tips will help you work faster and smarter with WPForms.

Keyboard Shortcuts

Did you know WPForms had keyboard shortcuts? Neither did I until fairly recently! Anybody who spends hours at a computer each day knows how much faster and easier it is to press CTRL + C instead of right-clicking and selecting “copy” from the menu. And you can take advantage of similar shortcuts when you’re building WordPress forms!

Here are a few of my favorite keyboard shortcuts when working inside the WPForms builder:

• Ctrl + F: Search available fields for the form builder
• Ctrl + P: Open the form preview in a new browser tab.
• Ctrl + T: Toggle the form builder sidebar

You can see all available shortcuts here, or select Keyboard Shortcuts from the form builder menu.

Bonus: There’s even a keyboard shortcut to open the keyboard shortcuts! Press Ctrl + / on your keyboard to get a handy quick reference card.

Custom Form Templates

If you’re already a WPForms user, I’m pretty sure you already know about the 2,000+ customizable pre-built templates (if you don’t, head over to the templates library to check them out, as they are a huge timesaver.)

But even if you’ve been making use of templates, you might not be aware that you can save your own templates.

That’s right – if you come up with a form layout that you find yourself using over and over again (perhaps an annual registration form that only changes slightly from year to year or a custom contact form to use on multiple pages of your site) it’s super simple to create or customize your own form template and then save it for quick access at a later date.

You’ll find the option to save the form you’re working on as a template in the form builder menu.

Once you’ve saved your templates, they’ll be added to a new section called My Templates in the template gallery.

We’ve also put together a step-by-step tutorial for creating custom form templates to ensure there’s no confusion.

Form Revisions

I can’t tell you the number of times I’ve been working on a form and changed my mind about some fields I’d added or an adjustment to the layout I’d already made.

If you’re working in a team where multiple people have access to your forms, this can be even more of an issue if a team member makes changes to a form that you want to revert.

While it’s pretty quick to delete form fields, sometimes you just want to go back to a previous iteration of your form, just like you can in WordPress and Google Docs.

Well, I’ve got good news for you – this is possible in WPForms too! You can easily browse and restore earlier versions of your form. Just click the icon in the bottom left corner of the form builder.

This will bring up a list of all the versions of your form that were saved, along with the time, date, and the user who saved the form.

You can see our detailed guide to form revisions for more details on how to use this feature.

Viewing Form Locations

If you’re working on a large site with lots of forms, this feature can be a lifesaver!

The WPForms form locator shows every location on your site where your form is being used, including pages, posts, and widgets.

There are so many situations when the form locator comes in handy. For example, when I was working on a site redesign I could easily check all the pages my forms were on to make sure they were properly formatted.

It’s also crucial to know all the points where you’re collecting data if your site has to comply with regulations like GDPR or CCPA. Instead of trawling through all the pages on your site, you can easily use the form locator to quickly get a list of all the URLs on your site that contain forms.

Form Tags

This is another underutilized but very handy form management feature that is particularly useful for large and complex sites with lots of forms.

Form tags make it easy to group your forms together by category so you can organize them any way you choose.

For example, you could tag your forms with categories such as “order”, “registration”, or “feedback”. You can assign as many forms as you wish with these tags, and a single form can have multiple tags.

Then, when you want to find all the order forms on your site, for example, it’s a simple case of filtering by your chosen tag.

2. Optimize Data Collection and Management

Over the years, I’ve learned that collecting data is only half the battle – managing it efficiently is just as important.

In this section, I’ll share some tricks I’ve picked up for getting the most out of WPForms when it comes to data. These features have really streamlined how I gather and handle information from my forms.

Whether you’re dealing with a handful of responses or thousands of entries, these tips should make your life a lot easier. I wish I’d known about some of these when I first started!

Hidden Fields and Smart Tags

So now we’re getting into the really hidden features!

Actually, there’s a good chance you might have noticed the Hidden Field before because it’s right there in the builder. But do you understand exactly how useful this secret field is?

The Hidden Field does pretty much what it says on the tin. You can drag and drop it onto your form just like you would do with any field but it’s invisible to users on the front end. It’s a great way for you to collect information along with the user’s form entry.

This field is most useful when combined with Smart Tags, which is why I’ve bundled these two features together into one section.

Smart Tags are a clever way to gather information and insert it into your form and email notifications automatically. You can use smart tags to see everything from the page the form was submitted from to the user’s email, IP, location, and other information.

You may not want the user to see that you’re collecting this information, which is why it can be really helpful to hide it away in a Hidden Field. You can then save it with the other form fields or forward the data to your email marketing platform or CRM.

Smart Tags are also really useful for tracking the pages a user came from before they filled out the form or the links they clicked on. For example, we use Smart Tags in our email feedback form to automatically record what the reader thought of our email with a single click!

For more ideas of what you can do with Smart Tags, check out our guide with usage examples.

Field Input Masks

Have you ever been frustrated because users fill out a form in a format you’re not expecting? This can make it difficult to collate and analyze data, but it’s an easy problem to fix!

Custom input masks let you set rules for the values a user can enter into a form. For example, you can ensure usernames have a limited number of characters and make sure telephone numbers and dates are in a specific format.

I’ve found this feature to be particularly useful for collecting dates when you don’t want to use a date picker field. As different countries display dates in different ways (some write date first while others write month first) this makes sure there’s no confusion if you’re collecting data from a global audience.

Form Abandonment Addon

Let me introduce you to my secret weapon!

If you’ve got much experience creating forms, you probably know that the longer a form is, the less likely a user will complete it.

The Form Abandonment addon lets you capture partial form entries so you can gather data and follow up with leads, even if the user abandons the form halfway through completing it.

I found this addon invaluable when I was running a long survey on our website. A significant number of users started to fill out the form but didn’t get all the way through. Some even completed the form but seemed to forget to click the final submit button!

Using the Form Abandonment addon meant that these entries weren’t lost and I could still collect the survey responses. As the email address was one of the first fields the user filled out, I could get in touch with the users and confirm that I could still use their survey submissions in my research.

Geolocation Addon

The Geolocation addon is a really handy extra feature of WPForms that I advise you to take advantage of if you’re using WPForms Pro.

Once you’ve installed and activated the addon, you can connect to Google or Mapbox to automatically detect your user’s location down to the street level.

This can be really useful for gathering valuable information about your users for email marketing and other segmentation purposes but it’s also a significant user experience improvement, as you can activate an option to auto-fill address data in forms and even place a map pin automatically to pinpoint an exact address.

This can be particularly helpful in order forms as any way you can make it easier and quicker for the user to complete the form can result in higher conversions!

Automatically Save Form Data to Google Sheets

Form data is really easy to browse and search right in the WordPress dashboard and you can even export your form entries as a CSV or XLSX file. But sometimes it can be helpful to export form entries to external data storage in real-time, and this is where the Google Sheets addon comes in.

Once you’ve configured the plugin and mapped your form fields to your spreadsheet columns, your form submissions will automatically be added to a Google Sheet.

I found this feature extremely useful when I wanted to share data from a form submission with colleagues who didn’t have admin access to our website.

Instead of exporting the data and sending it to them every time we had a new submission, I could simply share the Google Sheet with them, which automatically updated as soon as another form was submitted.

3. WPForms Features to Build Better Forms

When I first started with WPForms, I thought I knew all the ins and outs of the form builder. But I couldn’t have been more wrong!

There are so many hidden features and clever tricks that can really take your forms to the next level. So now I’ll share some of the cool hacks I’ve discovered that help me create forms that not only look great but also work smarter.

Code Snippets

I’ve had some experience with web development, so I always appreciate it when plugins give you the option to make your own tweaks and customizations with code.

WPForms allows you to add custom CSS to adjust how your forms look of course, but have you tried adding custom code snippets with the WPCode plugin?

WPForms now offers complete integration with WPCode, which is a great way to add your own code snippets to a WordPress site without messing around editing and re-uploading files. And the best bit is that it comes with a library of pre-written code snippets that make some of the most common and popular customizations to WordPress.

So what does this have to do with WPForms you might be wondering? Not only are there WPForms-specific code snippets included with WPCode, but when you have both plugins installed, you can select and activate code snippets right from the WPForms plugin settings.

Customizing code in this way is completely safe. All the snippets included with the plugin are pre-written by professional coders and tested so there’s no risk of breaking anything. You can also easily remove snippets if you no longer need them.

WPCode includes handy snippets to make small customizations to the way your forms display and work such as selecting a date range in the date picker field or displaying the entry submissions count on the front end.

If you need to make a small customization to WPForms but you’re no coder, you can get in touch with our team of trusted advisors for support. You could also try asking in our VIP Circle Facebook group, which is full of WPForms experts who might have already solved your problem!

Dynamically Populate Form Fields

If you’re sick of editing your forms to add new options every time you update your website, this one’s for you!

With Dynamic Field Choices, you can create forms that automatically display different options to reflect the content on your website.

For example, let’s say you have an order form that lets a customer select from multiple products in a dropdown. When you publish a new product page to your site, you can use Dynamic Choices to automatically populate the dropdown with all the products, including the new one you just added.

This can be a huge time saver, as it means you won’t need to update your forms when you add new options to your site.

Form Themes

I remember when I first started building websites and would spend hours customizing CSS so that my forms looked pretty.

Of course, those days are long gone, especially now we have access to one of my personal favorite features of WPForms – customizable form themes.

I’m a very visual person and I think it’s very important for things to look great instead of just working. The default form style created by WPForms always looked neat and clean but now you can kick things up a notch by choosing from over 40 professionally-designed themes including background images.

I’ve seen my fair share of plugins that come with multiple styling options, only to find ugly images and clashing colors. You’ll see none of that here! The WPForms form styles are clean, modern, and designed impeccably to pixel perfection. If you want to make an impression with your forms, you should definitely check them out!

Repeater Field

Sorry if I’m repeating myself. If you stay up to date with our blog, you’re on our mailing list, or you’re a member of our VIP Circle Facebook group, you’ll most likely already know about the Repeater Field.

But this is one of my favorite WPForms features just because of how easy and flexible it makes forms both for the person who builds the form and the user filling it out.

The Repeater Field lets you add rows or blocks of fields to your form in repeatable sections that the user can add as needed on the front end.

Anyone with a large family will know the pain of filling out forms that don’t include enough space to add details for all their children. The repeater field eliminates this problem, as the user can simply click an “add” button to add another set of fields.

It’s a great choice for application forms, order forms, and any type of form when you don’t know exactly how many sets of data a user will add. Instead of adding lots of extra form fields just in case and ending up with a long, cluttered form, allow your form to automatically expand to fit the user’s data collection needs.

Custom Captcha

I’m rounding out this section by including a really handy security feature that’s a must for cutting down form spam.

WPForms includes options to add a CAPTCHA by reCAPTCHA, hCapture, and Cloudflare Turnstile of course. But these spam protectionoptions don’t suit everyone and now we’re in the AI era, spambots can solve them more easily too.

What I like about the WPForms Custom Captcha (available in all paid versions of the plugin) is that you can add that human touch that makes it pretty impossible for a bot to beat.

You can opt for the math option to make things easy but what I like to do is choose the custom question as I can make the questions and answers relevant to my users and the content on my site.

AI Forms and AI Choices

Sometimes you just need a little bit of inspiration. Whether you’re in a hurry and need a form ASAP or you just need some ideas to get started, WPForms AI is here to help.

With AI Forms, you simply write a few words about the kind of form you need and what you want it to do. AI creates it for you in a matter of seconds.

If you want to make changes to it, you can respond to the chat and explain the changes you want until you have exactly the form you’re looking for. Then you click the Use This Form button and it loads into the editor, where you can also make manual changes. Learn more about AI Forms.

AI Choices helps you create response options in various form fields. Whether you need some ideas about what response options to include or you just want to include a long list (like every state in the US) that you don’t want to type out, it helps you generate those choices quickly.

Just like with AI Forms, you can make any changes you want to make. Learn more about AI Choices.

4. Improve User Experience

Over time, I’ve realized that a great form isn’t just about collecting data – it’s about making the process smooth and painless for users.

Luckily, along the way, I’ve discovered some powerful features that really enhance the user experience in WPForms.

You’ll definitely want to make a note of these tips to help you create forms that users actually enjoy filling out. And trust me, when users are happy, you get better responses and more submissions.

Save and Resume Form Submissions

Remember my survey form that was abandoned by so many users? Later I figured out that I could give users the option to come back and complete their survey answers later with the Save and Resume addon.

Once installed and activated, this addon adds a link to your form that allows a user to save their form progress. When they click it, they’ll be emailed a unique link that allows them to return to the form and continue where they left off.

On the backend, you can view and export partial form entries. Users have 30 days to come back and complete their form submission before it is automatically deleted.

I’d really recommend installing this addon if you have long or complex forms on your site like surveys or application forms as it can make a massive difference to form completion rates and it’s a better experience for the user too – everybody wins!

Accept Form Entries Without an Internet Connection

If you’ve ever had to live with an unreliable internet connection, you’ll know how frustrating it can be when your connection goes down. You’ve spent close to an hour filling out a long form, you click submit, and…. your form submission fails. Click the back button and you’ve lost all your entries – nightmare!

Save your users this all-too-common experience by installing the Offline Forms addon. This addon allows you to activate offline mode for your forms so that submissions are saved in the browser, even if there’s no internet connection.

Once the user’s internet connection is restored, they’ll be able to continue filling out the form when their connection is restored.

Post User Content Submissions Directly to Your Site

Accepting guest posts on your site can be a great way to get content. You can even turn it into an income source by charging for guest posts.

But managing guest posts can be a headache both for the site owner and post submitter. Instead of wasting time with back-and-forth emails, why not automate the process with the Post Submissions addon?

Once you’ve set up this addon and created a post submissions form, users can submit their posts directly from the front end of your site, complete with images and formatting. They can even make payments directly in the form if you charge for submissions or you’re running a directory site with paid listings.

Then, all you need to do at the backend is click a button to publish the content directly to your site.

Create Conversational Forms and Lead Forms

By now, you’ve probably had a chance to play with one of those AI chatbots like ChatGPT or Claude. And you’ll know how easy it is to get help with whatever you want, as the bot asks you questions one by one like a real conversation.

With WPForms, you can install the Conversational Forms addon to the same concept with your forms and create a user-friendly and interactive data-collection process that prompts the user to fill out one form field at a time and shows a progress bar as they work through the form. There’s no need to install a separate page builder plugin as WPForms does it all!

This makes your forms feel more human and can help to increase form conversion rates with a distraction-free interface – and let’s face it, we all want that!

The Lead Forms addon works in a very similar way, but instead of creating a form on a standalone page, you can embed the forms in any page or post so you can create your own form landing pages. It’s a great way to build high-converting forms for lead generation, hence the name of the addon!

Frequently Asked Questions About WPForms Features

Hopefully, I’ve given you a good overview of WPForms’ lesser-known features and how they work. Still have questions? You might find the answer below:

Remember, the WPForms documentation and support team are great resources if you need more detailed information about any of these features!

The features I’ve covered are just a taste of what WPForms can do beyond the basics. I encourage you to dig in and experiment with some of these features in your own projects.

The best way to unlock WPForms’ full potential is to get hands-on. So go ahead, and take your forms to the next level!

Next, See How WPForms Compares to Gravity Forms

Are you trying to decide between WPForms and Gravity Forms? Both WordPress form builder plugins offer lots of features, so it can be difficult to decide which is best for your site.

In our summary of Gravity Forms vs. WPforms, we compare what you get with each plugin to help you make your decision.

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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.

From the staggering investments being poured into AI research and development to the increasing number of business owners embracing AI solutions, the numbers speak for themselves.

To try and better understand how the AI revolution has already impacted our business operations and take a better-informed guess at what might be in store in the coming years, I scoured some of the latest research studies into AI. I condensed what I found into this roundup of top AI statistics on how we’re currently using AI and what we should be aware of in the future of AI.

AI Statistics and Trends

AI Market Growth and AI Adoption Rate statistics

The market for AI tools and platforms has experienced exponential growth in the last few years and this trend is expected to continue into the next decade.

As businesses recognize the efficiencies and competitive advantage that AI can offer, they are increasingly investing in the artificial intelligence market to streamline processes, enhance decision-making, and grow reach and revenue.

1. Statista measured the global AI market value to be 241.8 billion USD in October 2023 and predicted this would rise to 738.7 billion by 2030. Meanwhile, Next Move Strategy Consulting forecasts an even steeper rise, estimating the AI market size will reach around 1.85 trillion U.S. dollars by 2030. (Statista)

2. AI is expected to contribute a 21% net increase to the GDP of the United States by 2030 (Statista)

3. 73% of US companies are already using AI in some aspect of running their business. (PWC)

4. Banking was the industry spending the most on AI in 2023, at 20.64 billion USD, followed by retail at 19.1 billion USD. (Statista)

5. Companies investing in artificial intelligence are currently experiencing increased sales ROI of 10-20%. (McKinsey & Company)

6. Three out of every five senior sales and marketing executives interviewed by McKinsey research believed the impact of AI on lead identification would be significant. (McKinsey & Company)

7. ChatGPT dominated the AI tools space at the end of 2023 with a 60% market share. Other popular tools include Quillbot, an AI writing assistant (4.68% market share), the Midjourney image generator (2.06%), and Google’s Gemini chatbot (1%) (Tech Digest)

8. A staggering 97% of mobile device users already use AI-powered voice assistants like Siri and Alexa. (IDAP Machine Learning)

9. The AI app sector generated $2.5 billion in 2022 and is expected to grow at a compound annual growth rate (CAGR) of 38.3% until 2028. The top-grossing AI app this year was FaceApp, generating over $100 million in revenue. (Business of Apps)

10. More than one in four of the dollars invested in American startup companies in 2023 went to AI startups – more than double the figure of the year before. (Crunchbase)

11. There are over 58,000 AI companies operating globally, with a quarter of these being based in the USA. (Springs Apps)

12. It’s expected that 97 million people will work in the AI industry by 2025, creating new jobs. (World Economic Forum)

13. The AI software market’s annual revenue is over $50 billion and is expected to reach $100 billion by 2025. (Omdia)

14. There are 25 National AI Research Institutes in the USA and the Biden Administration announced $140 million in funding to support this research in 2023. (The White House)

Statistics on the Use Cases of AI in Business

As business leaders begin to see how helpful AI applications can be in many different industries, they are experimenting with AI solutions to streamline processes, automate repetitive tasks, and come up with new ideas.

In this section, we’ll take a look at some interesting facts and figures that show how businesses in different fields are using AI. From how many companies are using this new technology to the specific ways they’re using it, these statistics will give you a good idea of how AI is changing the way businesses work.

1. 15% of organizations are using AI tools in their lead generation and content marketing strategies. (Content Marketing Institute)

2. 90% of marketers who use AI say it’s effective for content creation. 67% of marketers useAI tools to create content faster and half believe that it improves the quality of their content. (Hubspot)

3. The top cited barriers to successful AI adoption by enterprises include limited skills and expertise (33%), too much data complexity (25%), ethical concerns (23%), difficulty in integration and scaling (22%), high price (21%), and lack of tools for development (21%). (IBM)

4. One in five organizations say they do not have employees with the right skills to use AI tools and 16% can’t find new hires with the skills to fill the gap. (IBM)

5. Organizations in India (59%), the UAE (58%), Singapore (53%), and China (50%) are most active in their AI usage, while AI uptake is lower in Spain (28%), Australia (29%), and France (26%). (IBM)

6. Businesses are currently using AI for a wide range of purposes with the most popular uses including customer service (56%), cybersecurity (51%), digital personal assistants (47%), customer relationship management (46%), inventory management (40%), content production (35%), and product recommendations (33%). (Forbes)

7. AI can be particularly valuable for improving the customer experience, with 73% of businesses using or planning to use AI chatbots, 61% to optimize and improve emails, and 55% to provide personalized services. (Forbes)

8. A staggering 90% of businesses believe ChatGPT will positively impact their business within the next 12 months. 70% believe it will help them to create content more quickly, 58% say it will help them to create a personalized experience for their customers and 57% believe it will help to increase web traffic. (Forbes)

9. Over 40% of businesses are concerned they are becoming over-reliant on technology since the start of the AI boom. (Forbes)

10. An estimated 34% of all business tasks today are performed by AI and machines (World Economic Forum)

11. Over 80% of Fortune 500 companies started using ChatGPT within 9 months of its launch. (OpenAI)

12. 33% of businesses are already using or plan to use ChatGPT to write their website content, while 44% are planning to use its translation capabilities to write content in other languages. (Forbes)

13. Internally, the most popular use of AI in business is to improve production processes, with 53% of businesses using it for this purpose. Other popular uses include SEO tasks (52%), process automation (51%), internal communications (46%). (Forbes)

AI Marketing Statistics

An increasing number of companies are using AI to help them understand their customers better, create super targeted ads, and come up with new ideas and inspiration.

The artificial intelligence statistics below  show just how much AI is shaking things up in the world of marketing, including how it’s helping them connect with customers and the benefits that AI offers for marketing teams.

1. Over half of the email marketers surveyed in 2023 believed that AI-supported email marketing was more effective than traditional email marketing. (Statista)

2. Almost a third of marketers now say they use generative AI to assist in creating and replying to emails. (Hubspot)

3. 71% of respondents to a survey of marketing professionals say that using AI has resulted in positive ROI and 72% believe AI makes them more productive. (Hubspot)

4. The top uses of AI in marketing automation include creating content (48%), analyzing and reporting on data (45%), learning how to do things (45%), and conducting research (32%). (Hubspot)

5. 90% of marketers agree AI and automation help them to be more efficient and spend less time on manual tasks. (Hubspot)

6. Only 5% of marketers rely entirely on AI to write content for them. The rest use AI to help with inspiration and ideation, for outlining content, and for getting started with a few paragraphs. (Hubspot)

7. The most common way marketers use AI-assisted writing is to make minor edits, with 53% of marketers using AI tools to polish their content before publication. 39% say they use AI to make major edits and 5% admit they leave AI to change the text completely. (Statista)

8. B2B marketers are most likely to use AI for coding, with 31% saying they use AI tools for this purpose. Other common uses include Chatbots (31%), design (31%), presentations (30%), content (30%), productivity (29%), website development (26%), automation (23%), and video creation (18%). (Statista)

9. 37% of people working in marketing or advertising had used generative AI by early 2023. (Statista)

10. 88% of marketers believe they need to increase their use of AI and automation in order to stay competitive and meet customer expectations. (Mailchimp)

11. Jasper.ai was the favorite AI tool of marketers at the end of 2023, with almost a third citing it as their tool of choice. (Influencer Marketing Hub)

12. Lack of understanding was cited as the main reason for marketers not yet using AI at work (41.9%). Other common reasons included high cost of implementation (23.7%), concerns over data security and privacy (12.9%) and uncertainty over ROI (10.8%) (Influencer Marketing Hub)

13. Using predictive AI to create highly personalized email campaigns can reduce cart abandonment by 18%. (Drip)

14. 20% of marketers in 2023 spent over 40% of their marketing budget on AI-driven campaigns. (Influencer Marketing Hub)

AI Use in Lead Generation and Sales

AI is revolutionizing lead generation and sales effectiveness by helping businesses identify, attract, and convert potential customers more effectively.

AI-powered tools can predict which leads are most likely to convert, personalize outreach efforts, and optimize sales strategies.

1. More than half of the businesses that use conversational AI for lead generation agree it’s helped them to generate higher quality leads. (Yellow.ai)

2. Enterprises can see a 15-20% increase in sales productivity by using AI for lead generation. (SalesFuse)

3. Over 40% of sales leaders using AI tools said their lead prioritization, use of salespersons’ time, and understanding of customer needs has improved. (Salesforce)

4. High sales performers are 2.8x more likely to use AI than low performers. (Salesforce)

5. 40% of businesses have planned or are already increasing their investment in AI for lead generation purposes. (Salesforce)

Consumer Trends in AI

As AI technologies become more sophisticated and accessible, they are increasingly influencing consumer behaviors and expectations.

From personalized recommendations and virtual assistants to automated customer support, AI is changing the way consumers interact with brands and make purchasing decisions.

1. Over three-quarters of consumers are concerned that AI will have a negative impact on employment and will cause job losses within the next 12 months. (Forbes)

2. Economists estimate that two-thirds of the current jobs in North America could be at least partially automated with AI systems, replacing up to half the current workload. (Goldman Sachs)

3. 54% of consumers believe they can tell the difference between human-written and AI-generated content. (Forbes)

4. Over 65% of consumers say they would use ChatGPT or a similar AI tool instead of a Google search. (Forbes)

5. In general, younger generations are more open to the idea of AI, with 66% of Gen-zers saying they would be interested in an AI assistant that walks them through a website or product feature, compared to only 52% of consumers overall. (Survey Monkey)

6. 46% of US adults think AI technology is being developed too fast. (Ispos)

7. Top uses for AI among consumers include replying to texts and emails (45%), finding answers to financial questions (43%), putting together travel itineraries (38%), writing emails (31%), getting ready for job interviews (30%), creating social media posts (25%), and summarizing complex or lengthy information (19%). (Forbes)

8. 75% of consumers are concerned about misinformation from artificial intelligence. (Forbes)

9. ChatGPT is the fastest-growing consumer application in history, gaining 100 million monthly visitors only two months after launch. (Reuters)

10. The Net Promoter Score (NPS) satisfaction metric is an average of 72 points higher for human customer service agents than it is for AI-powered chatbots. (Survey Monkey)

11. 36% of global workers believe AI will replace their current job. (Ispos)

12. 27% of Americans interact with AI several times a day (Pew Research)

It’s clear that AI will continue to shape the global economy in profound ways as the growth of AI accelerates.

Business owners, CEOs and other business leaders need to stay on top of the latest AI statistics, trends and use cases to understand how best to leverage AI providers and solutions.

The coming years will bring many more exciting AI applications as this new technology matures.

Next, Discover Some New AI Tools For Your Business

Feeling inspired to give AI a greater role in your business this year? Check out our roundup of AI tools for small businesses to find out more about how you can use AI to create chatbots, power your CRM, automate your marketing, and help with content creation.

Some key advancements include natural language processing (NLP) and deep learning algorithms that allow AI to understand and respond to human language more naturally. These forms of AI are powering chatbots, virtual assistants, and other language-based AI applications.

And did you know, you can use WPForms with ChatGPT to send AI-generated notifications?

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