Forms

Available Field Types

The Form Toolbox consists of 3 primary field types: Standard, Advanced and Post. To add a field to a form simply click on the name of the field you would like to add. To edit a field you have added to a form, simply hover over the field you would like to edit and click the edit link. To a delete a field you can click the Delete link, be […]

Form Confirmations

The Confirmation page allows you to set the confirmation to active, or inactive, edit, duplicate, and even delete confirmations. Confirmation Quick Toolbar Each confirmation item has an confirmation toolbar that displays when you hover over the first cell of an confirmation row. This quick toolbar will allow you to edit the confirmation, duplicate the confirmation, delete the confirmation, or even set the confirmation to “active” or “inactive”. Confirmation Actions The […]

Reviewing Form Submissions

When a form is submitted, typically you will be notified via the notification system. If not, or you need to review submissions outside of email, Forms allows the ability to review those submissions directly from within your admin dashboard. In this article, we will show you how to review all of your Gravity Forms submissions. Accessing your form submissions Within your admin dashboard, click on Forms in the left side navigation menu. […]

Embedding A Form

Page/Post Editor Shortcode Builder From the Page or Post Editor you can click on the Form icon in the Upload/Insert toolbar. This is located to the left of the Visual/HTML tabs in the body text editor. Clicking on the Form icon will activate the insert form modal window. Using the shortcode builder you will first want to select a form from the Select a Form dropdown. If you are unable to find […]

Individual Form Settings

By clicking on the form name, form description or form settings link from the New Form or Edit Form screen, you will activate the form settings interface. The form settings interface consists of three tabs. Each tab consists of options and settings for the form. Form Basics Title Enter the title of your form. (Ex. Contact Us) Description Enter a description for your form. This may be used for user […]

Form Editor Field Toolbar

When hovering over or clicking on a field in the Form Editor you will be able to access several different options to modify or interact with the field in the Field Toolbar. In the top left corner you will see a few pieces of information about the form. The first piece of information is the field type (ie Custom Field, Paragraph Text, Drop Down, etc). This is useful as some fields (such […]

Forms reCAPTCHA

To set reCAPTCHA, navigate to the Forms > Settings area. Forms integrates with reCAPTCHA, a free CAPTCHA service that helps to digitize books while protecting your forms from spam bots. The following settings are required to use the reCAPTCHA field. reCAPTCHA Public Key Required only if you decide to use the reCAPTCHA field. Sign up for a free account to get the key. reCAPTCHA Private Key Required only if you […]

Forms > Exporting Entires

Sometimes, you may need to export your form submissions for offline viewing or for further data manipulation. In this article, we will show you how to easily export all of your form entries with just a few clicks. First, log into your WordPress admin dashboard. From within inside your WordPress admin, hover over Forms and click on Import/Export. You should be immediately prompted with the Export Entries tab. Within here, select the form that you […]

Form Notifications > Email Routing

Within forms, you have the option of configuring additional routing. This is similar to conditional logic, in that different events can cause the notification to go to a different recipient. In this article, we will show you how to configure routing options within your notification. First, start by accessing the notification that you want to configure additional routing for. This can be done by accessing the form associated with the […]

Edit Form Title

First, access the form that you want to change the title on. This is done by clicking on Forms on the left side menu of your WordPress admin, then by clicking on the form that you want to edit. Next, click on the title of the form at the top of the page. An input box should now appear. Simply enter your new form title here and click the Update button. Your form title […]

Editing Forms

The Edit Forms page displays a list of all your forms. From this page you can manage and edit your existing forms, and get a quick rundown on basic analytics such as views, number of entries and the conversation ratio. Status To the left of the form name is the status icon. By default this is checked, which activates the form. To inactivate a form you simply click on the […]

Creating a Form

In the Forms menu available when logged in, you will see a link that says New Form. When you click on New Form, you will be presented with a box asking for the Title and Description of the new form. You must give your form a name before you can begin, but you can change that name later if needed. Once you’ve filled out the field(s), click Create Form. The […]

Form Fields > Bulk Add / Predefined Choices

Clicking the Bulk Add / Predefined Choices allows you to select a category and customize the predefined choices or paste your own list to bulk add choices. Choices must be separated by a single line break. Custom Choices It is possible to create a set of choices and save them as a custom choices option. Enter your custom choices in the writable textarea in the Bulk Add modal window. When […]

Create Form Content Templates

Checking the Create Content Template option allows you to format and insert form fields as the content of the field. This option is available on the Post Title, Post Body, and Post Custom Field fields. After checking to enable this option, a dropdown with a list of available form fields (and other form/user/date related options) will appear. Selecting a form field from this list will automatically insert a token into the content […]

Form Field Type > Credit Card

Payment add-ons such as Authorize.Net, PayPal Payments Pro, and Stripe enable the Credit Card Field in Gravity Forms. This field appears in the Pricing Fields toolbox of the Form Editor. This is a new field type that makes it easy to capture credit card information. It includes integrated card type detection so the user does not have to pick which type of card he is using and it also has […]

Form Field Type > Survey

Description Within this box, you can place more information about your survey item to be displayed to the user on the front end. Survey Question This is simply the question that you would like to ask the user. Survey Field Type Determines how the survey field will be displayed to the user. Likert Displays answers in a way that users select items from a scale from one end of the […]

Form Field > Polls

Description Provide a description to the user that provides them with more information on what is expected in this field. Poll add-on required to be turned on. Poll Question Within this field, you will provide the question that you would like to ask the user. Poll Type Allows you to select how the poll is displayed. Drop Down Displays the poll choices within the drop down box. Radio Buttons Displays […]

Forms > Using Calculations

When using number fields, you are able to easily perform calculations. In this article, we will show you how to set up a calculation field. Note: The Total fields cannot be used within calculations. Within this article, only Number fields are used. This article assumes that you are already located within the form editor. If not, access it by clicking on Forms, then on your desired form. First, you will need to add your Number fields. In […]

Form Conditional Logic

In this example, we will use conditional logic to show different products based on a parent category. A dropdown field will determine what products may be purchased based on the current selection. First, set up your fields. As we will be using a dropdown to handle the display of various products, start off by creating a single dropdown, a few product fields, and a total field to display the order total. In this example, we […]

Form Notifications

First, access the form that you want to create a notification for. This is done by clicking on Forms on the left side navigation menu, then clicking on your desired form. At the top menu, hover over Form Settings and click on Notifications. You should now see a list of all notifications that exist for that form. By default, there should already be a single notification that sends the submissions to the admin email address […]