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Building a Web Form

Creating the Form

In your WordPress dashboard, click “Add New” under the “Web Forms” menu. (You can also click “Add New Form” on your “All Forms” page.)

Using a Template

When you create a new form, you will be presented with several template options.  Click one to automatically apply fields (and styling!) to your form.

Building from Scratch

1. Adding Fields

To add your own fields without using a template, use the blue “Add Field” button in the bottom right to open the fields drawer.

Single-click or drag the fields from the drawer into the builder.

When you have finished adding fields, click “Done”.

2. Editing Field Settings

To change the field label, label placement, force a field to be required and more simply click on the field to open its settings drawer.  You may also click the blue gear icon to open the field settings drawer.  This drawer is different for each field type.

3. Duplicating or Deleting Fields

Hover over the blue gear icon in each field to expand the duplicate and delete icons.

4. Preview the Form

Preview any form changes without impacting users on the front end of your site with the preview button here:

5. Publish the Form

Once you are ready to push your form changes live to the front end of your site, click “Publish.”

Updated on 6th March 2019

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