How to Manage Existing and Create New Webforms in WordPress Ninja Forms

How to Manage Existing and Create New Webforms in WordPress Ninja Forms

Here's a short tutorial on how to manage existing webforms and create new webforms in your WordPress CMS using Ninja Forms. 



Transcript:

I'm gonna show you how to use Ninja Forms to create an update forms on your site. Your site might already have existing Ninja Forms, and if that's the case, you can also use these instructions to update existing forms as well

To get to Ninja Forms in your left hand sidebar, you'll go to Ninja Forms and dashboard where you can see all of your forms. For demonstration purposes, I'm going to edit the “send us a message” form that we have on this site, but you could also use this add new button to edit a totally new form to your site.

In the form settings, you have a couple of tabs. The first tab is your form fields tab, where you can edit the actual fields that make up the form. We've got a few examples here. If I click on “first name,” I can go in here and I can update the label to be something else. I can also decide if I want this to be a required field or not. If I toggle this off, you'll notice the red asterisk goes away. You can also do things like rearrange your fields. If I want the email field to be down below the “phone number,” I can simply drag this down.

We also have some examples here of additional fields that you might want to use, like radio lists and checkbox lists. Another common one is this dropdown select option where you can add a dropdown menu for users to select different options from. If you wanted to add a fourth option to this, you can click the as plus icon and add in our fourth option.

Lastly here you also have control over your submit button. In this case, our submit button text says “send my message,” but you could change this to be something more on brand or something more actionable, if you wanted to test different CTA text.

I'm going to save my changes by hitting this “publish” button at the top. And now that I've got all of my form fields, the way that I want them, I'm gonna go over to the emails and actions tab. This tab contains everything that happens when the user hits the submit button. The first thing that happens here is Ninja Forms will save this submission to a CSV. Then it will email the user using the email that they put in this field. You can also update the subject line and the email message that the user receives here. It will also email the admin. The two email address here would be whoever on the client side or your side wants to receive notification of the contact form submissions.

The other thing you wanna make sure to do for your email admin is to go under advanced and fill out the “from name” and “from address.” The from name will be your company's name. For demonstration purposes, this one will be “Melon Marketing.” And your from address will be no-reply@marketing.com. You would replace this with your company's name.

And lastly, we will redirect our users to a thank you page. This thank you page is one that we have set up but removed from the sitemap, so we can use this for goal tracking in Google Analytics.

Once all of your form fields and email settings are the way you want them. You can publish the form up here using the same “publish” button. And then you'll click on this link icon, which will give you your embed form code. You can copy this shortcode and place it into any text editor on your site. But in this case we're using our contact page. You can copy this, this embed code, paste it onto your contact page and the form will load in that text editor.

If you have any additional questions out how Ninja Forms works, I recommend checking out Ninja Forms, website, or going to your how-to document for further instructions.