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4. Forminator

Written by Savo Vujovic | Last updated: August 17, 2018

TO GET STARTED

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4.1 Dashboard

Link to chapter 1

The Dashboard will give you a quick overview of all your forms, quizzes, and polls.

At the start, you won’t see much data. But as your visitors make use of your forms, quizzes, and polls, the Dashboard will populate with views, conversion rates, rankings, etc.

Dashboard

4.2 Forms

Link to chapter 2

Ok, let’s start with a form first.

Go to Forminator/Forms and click on the “CREATE” button to start making your brand new Form:

Forms-new

Each form must have a name (so you can easily distinguish/track them later) and will come with pre-defined fields like Name, Email, Phone number and Message area (which you can delete and/or edit of course).

Enter the name of your form in the Name your form field and proceed by adding new fields and/or editing existing ones.

ADDING A NEW FIELD

All the available form fields are located on the right side of your screen, which you can add to your form by simply dragging and dropping them.

When you DRAG a new field to the form you’ll have 2 options:

  • A – You can add a field in a new separate block anywhere on the form
  • B – You can add a new field within the same block (so you can have several fields – up to 4 max) left, right or in the middle if there are already 2 fields present

There is no right or wrong here – it all depends on what you would like to achieve design-wise.

Fields-behavior

On the contrary to Drag & Drop, if you CLICK on the field it will be automatically added to the end of the form in a separate block (which you can also move if you wish).

When adding a new field, or editing an existing one, you can specify whether or not the field is REQUIRED. A “Required Field” must be filled in with a value before submitting the form (each required field will have a  to visually denote to your user that the field must be answered). You can also set the Custom class and/or Conditional logic in the ADVANCED tab.

Advanced tab allows you to configure:

  • Custom class: Here you can add a class to the field so you can add custom CSS (to add multiple classes, use a space to separate). This will help you, for example, separate one field from the others by adding some padding to it or to color a text of a certain field. Not a CSS expert but still would like to accomplish something like this? Ping support and our experts will always be right by your side at https://premium.wpmudev.org/hub/support/#get-support.
  • Conditional logic: Conditional Logic is a feature that lets you easily show or hide form fields based on how someone responds to other fields on the form. This will streamline your form, make it “appear” short (so you can display other fields when a condition is met for example) or create a customized form experience.

Let’s make a quick and easy example here, with a SHOW function.

This form has a Single Choice field (with Dog, Cat and Other) and three Name fields. Each Name field was given a Show conditional logic and it will only appear when the user selects the appropriate choice in the Single Choice field.

You will get something like this:

To top it off, if you wish you can Clone or Delete your field ( when you use Clone, the whole field will be automatically added to the end of the current form).

Save the progress of your form by clicking the SAVE button at the end of the page. When finished, set up your form by clicking the FORM SETTINGS button.

Form-settings

Let’s go over all fields and explain what they do.

NAME

Adds a name field to your form.

Name-General

Name – General

  • Use multiple name fields: This will give you additional options so you can add Prefix, First Name, Middle Name or Last Name to your Name field.

You can also change the Field label, put Placeholder text or add a custom Description.

EMAIL

Adds an email field to your form.

Email-form

Email – General

  • Enable validation: Each time a user enters an email address, this field will check if it has a valid format. Enabling this will let you enter your “Custom validation error message” if the email is invalid.

You can also change the Field label, put Placeholder text or add a custom Description.

PHONE

Adds a phone field to your form.

Phone – General

  • Enable Validation: Lets you choose your validation. You can go with a Standard (US), International format or you can Limit the number of characters.

You can also change the Field label, add Placeholder text or add a custom Description.

TEXT

Adds a text field to your form.

Text-field

Text – General

  • Text input type: Here you can choose single line text field or a text area
  • Use input limit: Lets you limit the number of allowed characters or words (if you don’t like to read walls of text ). When you set this up, the user will also see how many chars/words remain available.
Text-char-limits

You can also change the Field label, put Placeholder text or add a custom Description.

ADDRESS

Adds an address field to your form.

Address-field

Address – General

  • You can specify to add: Street address, Address Line 2, City, State/Province, ZIP/Postal code and/or Country (list of countries will be auto-populated)

With all fields enabled the Address field will look like something like:

You can also change the Field label, put Placeholder text or add a custom Description.

WEBSITE

Adds a website field to your form.

Website-field

Website – General

  • Enable validation: Each time a user enters a domain name this field will check if has a valid format. Enabling this will let you enter your “Custom validation error message” for the invalid ones.

You can also change the Field label, put Placeholder text or add a custom Description.

FILE UPLOAD

Adds a file upload field to your form in case you want to receive files from your visitors. This field will respect the default limit set on your site. In case you want to modify it, follow this quick guide https://premium.wpmudev.org/blog/increase-file-upload-size/.

File-Upload

File upload – General

  • Show description: Lets you show and add a custom description to this field

You can also change the Field label.

NUMBER

Adds a number field to your form (this field only allows numbers as inputs).

Number-field

Number – General

  • Limit input: Lets you setup Minimum and Maximum number of characters for this field

You can also change the Field label, put Placeholder text or add a custom Description.

SINGLE CHOICE

Adds a single choice field to your form.

Single-Choice

Single choice – General

  • Choice input type: Here you can add your choices, label them, put value for each label (this data will actually be stored on your BackEnd) and you can present them via a drop-down menu or as radio buttons (you can also put a predefined value for a radio button by selecting it on the field).
Single-choice-various

You can also change the Field label or/and add a custom Description to the field.

MULTIPLE CHOICES

Adds a multiple choice field to your form.

Multiple-choices-field

Multiple choice – General

  • Choice input type: Here you can add your choices, label them, put a value for each Label (this data will actually be stored on your BackEnd) and you can present them via Multi selection field or Checkboxes.
Multiple-choices

You can also change the Field label or/and add a custom Description to the field.

DATE

Adds a date field to your form.

Date – General

  • Date format: Default value is presented as Y-M-D but you can also present your date as M/D/Y or D/M/Y
  • Field type: Allows you to change the style of your Date field to Date picker, Drop Downs or Text Inputs
  • Use calendar icon: Put a calendar icon in your date field
Date-choices

You can also change the Field label, put Placeholder text or add a custom Description.

Date – Advanced

Date field has some additional options in the advanced tab:

  • Restrict date choices: Allows you restrict certain days of the week to be selected (via Days of the week tab) or you can restrict specific dates (via Custom dates tab)
  • Restrict Year Range: Here you can restrict year range by setting a minimum and a maximum

TIME

Adds a time field to your form.

Time-field

Time – General

  • Time format: Lets you choose a format for your time
Time-field-am-pm
  • Field type: Here you can allow your visitors to do inputs via numbers or dropdowns

Numbers:

Dropdowns:

You can also change the Field label or/and put Placeholder text.

HTML

Adds an HTML field to your form. This only displays formatted HTML within the form and isn’t for an actual input.

Add form data button will let you embed one of the forms data into this field if needed.

PAGINATION

Adds pagination to your forms so you can add steps to it or cut the long ones in sections.

Pagination field

Pagination – General

  • Step label: Steps you label here will show up in the Navigation steps (see Form Settings/Pagination for more details).

Example of a paginated form on the Frontend:

HIDDEN FIELD

Adds a hidden field to your forms, not visible on the front end, so you can record something specific on form entry.

There are lots of options like IP Address, Date, Post/Page data embeds or you can even record your users’ info (depending on your needs). Just click on the Default value field and choose your desired one.

You can also label this field in the Field label.

SECTION

Adds an unfillable section to your form, so you can create sections and highlight them.

Section-field

Section – General

  • Section title: Adds a title to your section
  • Section subtitle: Adds a subtitle to your section
  • Section with border: Adds a borderline underneath your section

A brief example of this:

reCAPTCHA

Do you want to use Google’s reCAPTCHA on your forms?

Please refer to SETTINGS in order to set this up. Once done a new CAPTCHA field will be available under Forms fields which you can then add to all new or already created forms on your site.

reCaptcha

reCAPTCHA field will protect your website from spam and abuse while letting real people pass through with ease and will look something like this on you Forms:

reCAPTCHA-preview

If you chose to go with the Invisible reCAPTCHA you will get a service designed to protect sites and apps from spam and abuse without any need for users to click on “I’m not a robot”. Invisible reCAPTCHA will use advanced risk analysis technology to separate humans from bots and will look something like this:

Invisible-recaptcha

GDPR Checkbox

Adds a GDPR checkbox to your form in case you need to be GDPR compliant. Don’t forget to link to your Privacy Policy, Terms and Servies or any other required page :)

A small note that this field will always be required.

POST DATA

Do you want to allow your visitors to Publish posts from the Front-end of your site? Well, we got something for you here. Just add this field to the form and enable your desired features.

Post-data
  • Submitted data status: Specify what happens to the post once the form is submitted. You can allow visitors to auto Publish new posts or mark them as Draft/Pending in order to take full control.
  • Set default author: Choose a default author for all submits (default Author must be a registered user on your site and his user role must be Author or higher). If you don’t force this and a logged in user makes a post, he will be set as the Author of the post.
  • Post title: Allows your visitors to enter a title of their post
  • Post content: Allows your visitors to enter the content of their post
  • Post excerpt: Adds excerpt to the post
  • Featured image: Allows submission of a featured image. If you are using Smush and your enabled “Automatic smush” images submitted through here will be smushed before being added to your Media Library.
  • Category & Tag: Allows visitors to choose a Category or a Tag for their post (must be already present – they can’t add new ones by themselves)
  • This post has custom fields: Lets you add as many custom fields as you choose so (this data will be displayed in your Post as Custom post data)

FORM SETTINGS

If you navigated here, it means you made the backbone of your super awesome form so let’s see what you can do about its appearance and behavior.

There are 4 sections:

  • Appearance,
  • Pagination (will be available if your form has Pagination),
  • Form Behaviour
  • Form Emails and
  • Integrations

Don’t forget that you can always preview your form by clicking on the PREVIEW FORM button.

Appearance

Here you can edit and configure the appearance of your form to the smallest details.

Form name: Pick a name for your form module. This is just for you in order to easily identify forms and will not be displayed on your site.

Form design: Use our pre-made themes and/or customize the color of the Form, Field labels, Input and Text Area, Selection, Selection drop-down, Pagination Timeline and Pagination Footer.

Form style: Further customize the appearance of the form main container by adding paddings, border radius, width, and style.

Typography: Setup your desired typography for Field Label, Input & Textarea, Selection, Selection Dropdown, Buttons, Pagination Timeline and Pagination Footer.

Fields style: Lets you choose a smaller (Enclosed) or a wider (Open) separation between fields.

 

Custom text: Do you want to change the text of your Submit button or display a custom message when the form is not properly filled? Just enable the feature and enter your custom text here.

Custom-text

Use custom submit button text changes the text of your submit button and Use custom invalid form message will show your custom message in the header of your form if the form is not properly filled out.

A brief example:

Custom-text-example

Custom CSS: Built in way so you can customize your form using CSS. We added a lot of selectors for your convenience but if you need help with CSS our 24/7 Live Support will be right by your side at https://premium.wpmudev.org/hub/support/#get-support.

Pagination

If your form has pagination fields you can additionally configure them here. As a default, nothing will be displayed in your forms pagination Header, but you can choose to set it up differently.

For example, if you made a form with 3 pagination sections like Personal Data, Contact, and About – you can choose to display them at the top of the form (in its header) so the user gets a sense of progression or just so your form looks extra awesome:

Header lets you modify the header of the pagination. Your form pagination can be without a header, with a progress bar or it can contain navigation steps.

If you went with the Navigation steps, the last step is always named here and the rest are named per pagination field in their Step Label (see Adding a new field/Pagination).

Footer: As a default, your form pagination buttons will be Back and Next but here you can make them special for your target audience :)

Form behavior

From lifespan: Configures the lifespan of your form. You can choose for it not to expire, to expire on a certain date or after a certain amount of submits.

Take note that once the form expires it will not be visible on the front-end (but will be still available in the back-end).

Autofill: In case you need some of the fields auto-populated, you can set that up here. The autofill works on the Text, the Name, and the Email field.

You can also make the auto-populated data editable or not.

Submission behavior:  Configure what happens after the submission of the form. For example, display a custom “Thank you message” or redirect your users to a certain page – for example mydomain.com/thank-you

If you went with a Thank you message, Add form data is pretty handy here as you can auto add the submitted data to the message, Form Name or various Misc data so the message looks really cool and directed to the user:

Database storage: In case you don’t want to store the forms data on your server you can make the necessary adjustments here

Of course, you can still send out the entries to you and/or to your visitor emails using the Emails module.

Submission method: Save your server resources by using AJAX for form submission, send only one request instead of many that are needed to load the full page.

Submission-method

Validation method: Lets you choose your validation method

  • Server only: When you click the Submit button, a request is sent to the server and validation is returned from the server via AJAX or via PHP validation on refresh. This is good if you know you have a lot of users that use outdated browsers (like IE5/IE6) or are navigating you to your form from mobile browsers that don’t support inline validation.
  • On form submit: Validation happens when you click the Submit button, but the data never gets sent to the server if is it isn’t valid (this uses Javascript validation) – this should work with most browsers
  • Enable inline validation: Validation happens as user types using Javascript and this might be the best option for modern browsers

Security: This section allows you to protect your form

  • Enable honeypot protection: Having trouble with bots? This will trick and trap spam bots into revealing themselves by giving them a challenge that human users cannot see.
  • Only logged-in users can submit: Does just that

Privacy: Here you can override the default Privacy settings for any specific form.

Form entries can be deleted after any number of days, weeks, months or years.

Emails

Lets you configure and send out auto emails to the user who filled out the form and/or to you as well (the administrator). Both emails can be completely customized with a Subject, custom Text or you can even add form fields data to them.

Override defaults: In case you need to override the default email/sender settings set up at Settings/Email Settings, you can do that here for a specific Form.

Send email to user: In cases you want/need to send a notification email to the user that filled out the form, after the form has been submitted, you can quickly set that up here and include any misc or field data.

Send email to admin: You can send an email to yourself, or any site admin if needed, after the form submission. Of course, you can include certain/all fields or mics data.

Each of the above modules has Advanced delivery settings where you can set up your email to the smallest details by entering who is sending the email, from which address, where does the reply go to and any CC/BCC addresses.

Once you are done with setting up the emails, you can continue to Integrations by clicking on the Continue button.

Integrations

Would you like to connect your third-party app accounts and send data to your favorite apps? Our integrations module makes this look easy and you will connect your apps in no time:)

Available integrations are:

Ok, let’s go through each one and see how you can set it up.

MailChimp

We will make a simple example here and presume your form has First Name, Email address, Phone number and a Text field. For the integration to work you need to have these fields as well in the MailChimp list, so let’s first create that.

Go to your MailChimp account, click on the Lists tab and then on the Create List button:

Fill out all the necessary fields, as per your needs, and then check Enable double opt-in in case you want your users to confirm, via their email, subscription to your list. If you don’t check this field, users will get auto-subscribed to your list.

Once the list is created, create the necessary input fields, using List fields and Merge tags, so Forminator can send your inputted data to those fields in MailChimp:

Add the same fields (and types) that you have in your Forminator Form but you can also only add the Email field as that is, actually, the only one required. Name fields are also a good practice so you can easily distinguish your users. The fields you added here will accept data your users filled out via your connected Forminator Forms.

We said earlier that our test form has First Name, Email Address, Phone Number and a Text field, but I’ve only added Email/Text (First name) fields in MailChimp as those are the ones I will only need in MailChimp.

After the list in MailChimp is created, go back to your Forminator form and click on Add Integration.

In the new pop-up window, whilst logged in to your MailChimp account, click on here or navigate to https://admin.mailchimp.com/account/api-key-popup so you can get your API Key.

Copy the generated API Key and paste it in the API Key line, of your form, present above.

Once done, click on the Connect button. Take note that this now created a connection to your MailChimp account and, in the future, you won’t have to connect it again but rather just choose the Email list and match the fields.

In the new pop-up, choose your desired Email List and check if you want to use Double Opt-in (which forces your visitors to confirm their subscription, via their email, to your selected Emailing list). If Double Opt-in is not selected here, once the form is submitted the data visitor provided will be auto added to your mailing list (basically signing them up).

Click on Next, after you’re done with this part, so you can match and assign the fields.

On the left side you can see the fields present in your selected MailChimp list and on the right side the fields available in your current Forminator Form. Match the fields, if not already matched, so their data is sent to the right ones in MailChimp, and then press Save.

This concludes your MailChimp integration. From now on all the data, from the forms you have chosen to set this up, will be also sent to your MailChimp list :)

Google sheets

Moving your submissions to Google sheets, for a better preview and easier sorting is just a few clicks away, so let’s see how you can set this up. To put it in other words, if you want your submissions to be auto-added to a specific Google Sheet – this is just the right module for you!

Click on Google sheets/Add integration:

This will bring a new Pop-up window where you need to put in your Google Client ID and your Client Secret code.

To get those, go here https://console.developers.google.com/cloud-resource-manager and create a new Project:

Name your project and then press the Create button:

Once you created your project, go to APIs & Services/Dashboard:

Select your project and then click on ENABLE APIS AND SERVICES:

Find and enable Google Drive API and Google Sheets API:

Go to Credentials, click on OAuth consent screen, name your Product and then press the Save button:

This will lead you to the Credentials tab. Press on Create credentials/Oauth client ID:

 

and on the new screen choose Web application, Name your Oauth ID and in the Authorized redirect URIs paste the URL given by the Forminator Google Sheets integration pop-up:

Forminator redirect URL you need to copy ( just for reference if needed)

Once done, press the Create button. This will give you the Client ID and the Client Secret we mentioned at the beginning.

Copy those, paste them in the appropriate lines on your site and then press on the Next button

Ok, now let’s connect a sheet to this form. Go to your desired form, press on Google Sheets integration and in the new pop-up screen press on Authorize and then Log in to your google account (the one you created all these creds for :) ):

In case you get prompted by Google to authorize the app, just click on Advanced and then on the site name you connected this to (“unsafe message”) and then Approve:

This will create your Google Sheet integration, for this specific site, so just name it so you can easily recognize it and then press on Next:

Now you need to connect your sheet to this specific form.

Go to https://drive.google.com/#my-drive and create and name a New folder:

Go into that folder and take the Folder ID. This is an example of Google Drive Folder https://drive.google.com/#folders/0B6GD66ctHXdCOWZKNDRIRGJJXS3 and The Directory ID would be the last part after /#folders/, which is 0B6GD66ctHXdCOWZKNDRIRGJJXS3 in this case.

Copy the last part, paste it into the Drive Folder ID line on your site, Name your Sheet (you don’t need to create a sheet in your Google drive folder, just naming it here will auto-create one) and then press on the Create button:

This will create a new Google Sheet, with the chosen name, in your destination folder.

From now on, each time someone fills out this form, the created Google Sheet will also populate, enjoy!

Trello

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything – but since you here, I guess you already knew that, so let’s get started :)

Click on Trello/Add Integration:

This will bring up the authorization pop-up, so just press the Authorize button to proceed:

A new browser tab will open, asking for your permission to connect your site with your Trello account, so just click on the Allow button:

Once this is done, you need to set up a connection name (which will just identify integration connections within a form – enter a cool name there! :) ):

And to choose to which Trello board you want the cards to be added to:

After the board is chosen, choose a list to add your generated cards to:

Last but not least – you will have the option to customize the Card that will be added to your Trello board. By default you don’t have to change anything here, we already provided you with the standard template that will work out of the box, so you can just press on the Save button to complete the integration.

Let’s see what does each field do, in case you want to customize it:

  • Card name: This value will be used as the title on the created card. Other Form data can also be added by clicking on the “+”
  • Card description: This value will be used as a description of the created Card. By default it will use a special placeholder {all_fields} which will display all the submitted data of your Form. Other Form data can also be added by clicking on the “+”. On top of that, you can add Trello flavored markdown – https://help.trello.com/article/821-using-markdown-in-trello.
  • Position: The position will be used to determine the placement of a new card. By default, it will be added on the bottom of your chosen list, but you can also choose to add it on top of the previous cards.
  • Labels: Labels can be added to the card if you specify it and you can add multiple ones.
  • Members: Each card can be assigned to a specific member of your Trello board, so add as many members as you wish there

This completes your Trello integration – enjoy!

Active Campaign

ActiveCampaign is an intelligent platform that makes it easy to leverage marketing automation. You’ll be able to design sophisticated, automated marketing processes that save time and generate additional revenue for your company. In case you want to connect your Forminator Form to it, follow the guidelines below :)

Click on ActiveCampaign/Add Integration:

This will bring a pop-up screen where you need to add your ActiveCampaign API credentials:

To get those credentials, log in to your Active Campaign account, go to Settings/Developer:

and copy the required URL/KEY from the API Access module. Paste those credentials into your Forminator integration window and press the Connect button:

Once the connection is made, you will be asked to create a name for your Integration. Enter a name and then press on the Next button:

This will prompt you to choose a contact list you wish your form submits added to. Choose a list and press on the Next button:

Ok, you selected your list, let’s now match the fields.
What does this mean? This step is all about mapping your Forminator Pro Form Fields into your Active Campaign List Fields. Fields that are marked with red * (asterisk) are required by Active Campaign and need to be mapped. By default, only the Email Address field is required in the Active Campaign List and other fields don’t need to be mapped, but it will be nice to have a plethora of information on your Active Campaign Contacts as well, right?

Match the fields and then press on the Next button:

This will bring up the Additional Options pop-up where you can configure additional options for your ActiveCampaign integration.

Let’s go through the options and see what they do:

  • Tags: Allows you to add tags to your contacts. You can insert submitted data from your Forminator fields or you can write your own custom tags.
  • Double Opt-In Form: Double opt-in Form allows you to choose which Active Campaign form will be used when ActiveCampaign opt-in email is sent.
  • Enable Instant Responders: When the instant responders option is enabled, ActiveCampaign will send any instant responders setup when the contact is added to the list. This option is not available to users on a free trial.
  • Send last broadcast campaign: When the send last broadcast campaign option is enabled, ActiveCampaign will send the last campaign sent out to the list to the contact being added. This option is not available to users on a free trial.

All of these fields are completely optional and don’t need to be configured. Once done, press on the Save button.

This completes your ActiveCampaign integration. May your lists grow far and wide :)

AWeber

Ok, let’s get started straight away – click on AWeber/Add Integration:

In the following pop-up click on the Authorize button:

This will open a new browser tab where you need to enter your AWeber credentials in order to establish the connection between your Forminator form and your AWeber mailing list:

Once done, press on the Allow Access button. This will lead you back to your site, so you can set up the connection name for AWeber (enter anything you like as this is only used to easily identify the connection):

Now you need to choose an AWeber list which will get populated with your chosen Forminator form data (the drop-down menu will show all the available lists from your AWeber account):

After you have chosen the list, press on the Next button so you can Assign Fields:

Here you will match your Forminator form fields with your AWeber ones. Take note that the only required field is the Email Address and all other available fields are just optional. Once done, press on the Next button.

Additional options lets you set up your AWeber configuration to the smallest details. These are completely optional and you can just finish your integration here by pressing the Save button.

In case you decided to set up these fields as well, let’s see what they do:

That does it! Each submitted form on your site will also trigger a confirmation email from AWeber, so your visitor can subscribe to your mailing list:

Zapier

Do you want to connect your favorite plugin to Zapier? ;)

First, click on Zapier/Add integration:

This will bring a pop-up where you need to enter you connection name and your Webhook URL:

If you didn’t create any ZAPs before, go to your ZAP account and click on the Make a Zap! button:

For your trigger app choose Webhooks:

Select Catch hook and then press on the Save + Continue button:

You can skip Set up Webhooks by Zapier and New sample screens by pressing on the Continue button. This will lead you to Test Webhooks by Zapier:

Copy the generated URL, paste it into your Forminator Form Webhook URL field (we mentioned at the start) and then press on the Save button. Once you get a Success message on your site, come back here and press on the OK, I did this button.

If everything went well, you will be greeted with the Test successful! message:

The rest is up to you and your project/needs. Press on the Continue button and good luck with your Zapier integration :)

Campaign Monitor

Using Campaign Monitor as your email marketing service? Let’s quickly go through how can you connect your Form to it :)

Click on Campaign Monitor/Add Integration:

This will bring the connection pop-up where you need to enter your Campaign Monitor API Key and Client ID:

In order to get those, login to your Campaign Monitor account and then navigate to Account Settings/API keys:

Click on Show API Key and then copy/paste both the API Key and the Client ID to the Forminator pop-up we mentioned at the start:

After pressing the Connect button, a new pop-up will appear so you can name your connection (put any name you wish as this is just for you):

Once the connection is made, press on the Next button and then choose the Campaign Monitor list where you wish the submitted data of your form to go to:

Now you need to assign fields, in order for your form data to populate your chosen Campaign Monitor list. Take note that both the email and the name fields are required by Campaign monitor and the rest are optional:

The last step allows you to additionally configure your Campaign Monitor connection, so let’s see what you can do here:

  • Re-subscribe: If the subscriber is in an inactive state or has previously been unsubscribed or added to the suppression list and you enabled Re-subscribe, they will be re-added to the list. Therefore, this options should be used with caution and only where suitable. If Re-subscribe is disabled, the subscriber will not be re-added to the active list.
  • Restart Subscription based Autoresponders: By default, resubscribed subscribers will not restart any automated workflows, but they will receive any remaining emails. However, if you enable the Restart Subscription based Autoresponders, any sequences will be restarted. Restart Subscription based Autoresponders only affects resubscribing subscribers.
  • Consent to track: Whether or not the subscriber has consented to have their email opens and clicks tracked. This value applies to all subscribers with the same email address, within the same client. If an email address has no value stored for Consent to Track, it is assumed that the subscriber has given consent. You can find more information https://help.campaignmonitor.com/gdpr-faqs

Press on the SAVE button to complete your Campaign Monitor integration.

How do I display a FORM on my site?

Each form will come with a shortcode which you can use to insert it into any page/post of your site (basically with just copy/paste):

Also, each Page/Post will have an Add Form button:

Once pressed, just choose a Form and the shortcode will be auto-inserted for you:

In case you want to present your Form in a Widget, navigate to Appearance/Widgets, drag the Forminator Widget to your sidebar, choose what would you like to display and press on the Save button:

Form management

When you navigate to Forminator/Forms you’ll see the full list of your forms and by expanding one of them you will be able to Clone, Preview, Delete or Edit it. Of course, views and submissions are presented here so you can see the conversion rates for a specific form.

Clicking on the number, under the Submissions tab, will lead you to the Submissions module where you can view/manage/download your form entries.

This wraps up everything about Forms!  If you have any additional questions our 24/7 Live Support will be right by your side at https://premium.wpmudev.org/hub/support/#get-support.

4.3 Polls

Link to chapter 3

Do you want to see your visitors opinions or do a quick analysis? Navigate to Forminator/Polls and click on the CREATE button.

Adding a new Poll

Details

First, you need to name your Poll and ask a question of course :)

Enter your Poll Title, Question and add a description of your Poll. 

After that, click on the ADD ANSWER button to add as many Poll answers as you wish (you can even add custom input field when you want to allow your visitors to manually enter their answer – for example, you can use this field for the “Other” option).


Before proceeding to the Appearance of your Poll, you can also change the label of your Poll Vote button here (default value is “Submit”):

Don’t forget you can always preview your POLL by clicking on the PREVIEW button.

Appearance

Poll results behavior

You can enable your visitor to see the results of your Poll before voting, after or you can choose not to show the results at all.

Poll results style: Pretty self-explanatory – this displays your Poll results in a Bar or a Pie chart.

Submission

Page refreshing is prevented by default but in case you need to refresh your page after the Poll has been submitted, just disable this feature.

Poll votes count

This option allows you to display the number of votes within Results.

Poll votes limit

By default, your visitors will be able to vote only once. In case you want to adjust this behavior, you can let them vote unlimited times (by not entering any values – this is most useful for testing purposes) or you can limit them via minutes, hours, days, weeks, months or years.

Poll privacy

Each time your visitors vote, Forminator will save their IP in your database (this is used to prevent multiple votes by one visitor on the poll they already voted and to modify vote limitations). In case you need to release this data (due to GDPR or any local law) you can enable the IP retention here.

Poll design

Choose a pre-made style for your poll and further customize its appearance. Here you can use built-in Forminator Poll themes, customize any part of your poll, its container and even add a shadow to it. Enjoy playing with it :)

That’s it! Once you are done just press the FINISH button at the end.

How do I display a POLL on my site?

Each poll will come with a shortcode which you can use to insert it into any page/post of your site (basically with just copy/paste):

Also, each Page/Post will have an Add Form button:

Once pressed, just choose a Poll and the shortcode will be auto-inserted for you:

In case you want to present your Poll in a Widget, navigate to Appearance/Widgets, drag the Forminator Widget to your sidebar, choose what would you like to display and press on the Save button:

Poll management

When you navigate to Forminator/Polls you’ll see the full list of your polls and by expanding one of them you will be able to Clone, Preview, Delete or Edit it. Of course, views and submissions are presented here so you can see the conversion rates for a specific poll:

Clicking on the number, under the Submissions tab, will lead you to the Submissions module where you can view/manage/download your poll entries.

This wraps up everything about Polls!  If you have any additional questions our 24/7 Live Support will be right by your side at https://premium.wpmudev.org/hub/support/#get-support.

4.4 Quizzes

Link to chapter 4

Forminator allows you to create your own quizzes so you can test the knowledge of your visitors or to just entertain them :)

Navigate to Forminator/Quizzes and press the Create button.

There are 2 types of Quizzes you can make:

  • No wrong answer and
  • Knowledge ones

NO WRONG ANSWER QUIZ

This module allows you to make a quiz with no right or wrong answers. The result of the quiz can’t be wrong and will vary based on the logic you have set up.

Details

The options here are pretty self-explanatory, so just to quickly go through them:

  • Quiz name: The name you put here will only be visible to you in the Forminator/Quizzes (so you can easily distinguish your quizzes).
  • Quiz title: The name of the quiz which will get displayed on the Front End of your site
  • Featured image: The Featured image of the quiz
  • Description: A nifty feature to further describe your quiz and to explain to your visitors what they are about to take on

After you are done with the details proceed to the next step by clicking on the CONTINUE button. Don’t forget that you can always preview your Quiz by clicking on the PREVIEW button.

Results

You might be wondering right now “Wait, wait – results? But we didn’t ask any questions yet!” This is the intended behavior for this type of quiz as you first need to set up all the possible results and then you will assign appropriate answers to them (which is done in the following module).

Let’s say you want your visitor to find out if they are a Dog or a Cat person. In this example – our end result can be something like:

  • Cat (main result) and You’re a Cat lover – stay PAWsitive! (description of the result)
  • Dog (main result) and “Man’s best friend” is just for you! (description of the result)

  • Title: What will a visitor see as the end result
  • ImageThe featured image of the end result
  • Description: Adds a description to the end result

Your end result will look something like this:

After you are done setting up the possible results – move to the next module by clicking on the CONTINUE button.

Questions

Ok, let’s add some questions and assign appropriate results to them. Take note that if you have an even number of questions the result of the quiz might be even as well, so pick a priority result for those cases here:

To further elaborate, in case you have 4 questions and the end score is 2x Cat and 2x Dog the visitor will get “Cat” as his result.

A sample question – Do you like to take long walks? For our example to work, you need to make at least 2 answers (since we have 2 available results) and assign each answer with a result (which your visitors won’t see). So, for “No” I assigned “Cat” and for “Yes!” I assigned “Dog” (just assuming here you don’t take your cats for a walk :) ).

Repeat this process and add as many questions as you wish! Once each question has been answered a Result with a higher score will be presented to the visitor (or if the score is even the result will be picked by the priority you previously set up).

Upon adding all your questions press on the CONTINUE button to proceed to the Appearance module. 

Appearance

Quiz design

Forminator allows you to easily style your quiz without any code :).

You can choose a pre-made style for your quiz or further customize its appearance with Customize colors and Customize typography. This includes quiz title, quiz description, question, answer, submit button, quiz result and retake button.

Visual style

Last, but not least, here you can choose how to display your quiz (List or Grid):

KNOWLEDGE QUIZ

This module allows you to add as many knowledge quizzes as you wish so you can entertain your visitors while putting their knowledge to the test :)

Details

The options here are pretty self-explanatory, so to quickly go through them:

  • Quiz name: The name you put here will only be visible to you in the Forminator/Quizzes (so you can easily distinguish your quizzes).
  • Quiz title: The name of the quiz which will get displayed on the Front End of your site
  • Featured image: The featured image of the quiz
  • Description: A nifty feature to further describe your quiz and to explain to your visitors what they are about to take on

After you done with the details proceed to the next step by clicking on the CONTINUE button. Don’t forget that you can always preview your Quiz by clicking on the PREVIEW button.

Questions

You can add as many questions, assign as many answers to each question (just make sure to select the right answer for each one) and even add images to your answers!

A sample question would look something like this:

After adding all your questions proceed to the next module (by pressing the CONTINUE button) so you can configure your Knowledge quiz settings and behavior.

Settings

Results behavior

Depending on your preferences you can configure your quiz to show the answer as right or wrong straight away, after it has been selected, or you can present the whole thing at the end of the quiz.

Correct/Wrong answer and Final count message

To modify the correct/wrong answer sentence of your questions – use these features:

And to modify the final message:

Share on social media

Do you wish your users to be able to share their Quiz results on social media? This is an awesome way to generate more traffic :)

Enable the ones you want to use and don’t forget you can also control how will your posts/pages look when they are shared over social media via our SmartCrawls OpenGraph (so they look extra cool :) ).

Once done press the FINISH button at the bottom of your screen.

How do I display a Quiz on my site?

Each quiz will come with a shortcode which you can use to insert it into any page/post of your site (basically with just copy/paste):

Also, each Page/Post will have an Add Form button:

Once pressed, just choose a Quiz and the shortcode will be auto-inserted for you:

In case you want to present your Quiz in a Widget, navigate to Appearance/Widgets, drag the Forminator Widget to your sidebar, choose what would you like to display and press on the Save button:

Quiz management

When you navigate to Forminator/Quizzes you’ll see the full list of your polls and by expanding one of them you will be able to Clone, Preview, Delete or Edit it. Of course, views and submissions are presented here so you can see the conversion rates for a specific quiz:

Clicking on the number, under the Submissions tab, will lead you to the Submissions module where you can view/manage/download your poll entries.

This wraps up everything about Polls!  If you have any additional questions our 24/7 Live Support will be right by your side at https://premium.wpmudev.org/hub/support/#get-support.

4.5 Settings

Link to chapter 5

LISTINGS PAGE

Forms and form entries can add up pretty quickly so this module allows you to limit the number of Forms in your Forms tab and number of entries you see for each Form.

Your Forms tab will look something like this:

And the entries of a specific Form, viewed from the Submissions tab, something like:

reCAPTCHA

Having trouble with bots or you just want to add an additional layer of protection? Forminator allows you to do just that by using Google reCAPTCHA.

Go to Forminator/Settings and click on the ADD CREDENTIALS button.

This will open a new pop-up so you can configure it and add your site credentials.

First, you need to register your site – so go to https://www.google.com/recaptcha/admin#list, Label your creds, choose Invisible reCAPTCHA and add your site (make sure you register your reCAPTCHA site type as Invisible reCAPTCHA to support both reCAPTCHA V2 and invisible reCAPTCHA).

reCAPTCHA-register

From the next step, take your Site Key, your Secret key and paste them into the appropriate lines on your site

Keys

Once done – go to https://developers.google.com/recaptcha/docs/language, see the code of your site language, add it to the Language line on your site, choose a Theme and press DONE.

That’s it! This will create reCAPTCHA field so you can add it your Forms (like any other Form field).

UNINSTALL SETTINGS

Forminator keeps all your data after you uninstall it (in case you want to delete the plugin and then get back to it later without losing anything).

You can modify that behavior here by pressing the EDIT SETTINGS button:

Email Settings

In case the SMPT Forminator picked up for you isn’t working, you can edit it by pressing on the EDIT SETTINGS button.

Privacy Settings

Forminator allows you to modify the Privacy setting of your Forms/Polls. By default, all Form submissions are kept forever and all Polls save the IP of the visitor forever as well but you can change that here.

Forms

  • Account erasure requests: Here you can choose what will happen to the submission of a user you are deleting from your site (by using Tools/Erase personal data). Retain submissions will leave all submissions of that user intact and Remove submissions will remove all submission from the user you deleted from your site.
  • Submissions Retention: By default, all submissions will be kept forever but you can auto erase all submissions after a certain period in case you need to set that up.

Polls

Each time your visitors vote, Forminator will save their IP in your database (this is used to prevent multiple votes by one visitor on the poll they already voted and to modify vote limitations). In case you need to release this data (due to GDPR or any local law) you can enable the IP retention here.

As always if you have any additional questions our 24/7 Live Support will be right by your side at https://premium.wpmudev.org/live-support/.

4.6 Submissions

Link to chapter 6

Submissions feature will let you easily display/manage all submissions your visitors made via Forminator:

Just choose a module type and then a specific Form/Poll/Quiz you are interested in viewing submissions for.

Let’s see what you can do with your submissions :)

Display settings

Here you can filter out the fields you don’t want to see the submissions for. Just uncheck your desired fields then press on the Filter entries button:

Export settings

To download all the entries of a specific Form/Poll/Quiz just press on the Download button. This will immediately download a CSV file all the submitted entries.

In case you want to schedule your exports and to receive the CVS file on an email, click on the Edit button, choose a frequency, time and enter the email you wish to receive the file to:

Submission entries

Every Form/Poll/Quiz submission will appear here. You can Bulk delete them if needed or you can expand a certain entry to view all the fields data for that specific entry:

4.7 Integrations

Link to chapter 7

Applications

Forminator integrates with your favorite email and storage apps. Here’s a list of the currently available apps, you can configure them in your Form / Integrations area.

To see how to configure these integrations follow the links here:

Enjoy :)

API

Connect Forminator to your custom built apps using our full featured API – https://premium.wpmudev.org/docs/wpmu-dev-plugins/forminator-api-docs/