Gravity forms is a popular WordPress plugin which allows you to manage website forms, and the submissions coming through from these forms. Submissions can also be exported to Excel for use in mailing software etc.

Once you have logged into your website backend, go to the “Forms” section to view the available forms on your website.

  • Select an existing form, or click “Add new” to create a new form
  • The page will default to the Form Editor screen where you can edit the form fields
    • On the right hand side you will see the available form field types that can be selected. Click a form field type to add to your form, and it will appear at the bottom of your form
    • The new field can now be dragged into the correct place
    • If you hover over any form field on the left, you can edit/duplicate or delete the field
    • Click “edit” to update the form field information – here the field label, and other settings can be edited
    • Once you are happy with the form, click “Update Form” or “Publish” to make it available on your website
    • The form can be added in your pages or posts  section by clicking the “Add form” button above the content area, and selecting the form to add
  • On the form edit screen you will see the notifications link where all email notifications can be added to the user and the administrator
    • Notifications to the administrator can be enabled, and their email address added into the “Send to email” field, the send from email can also be set here
    • In the subject filed form fields submitted can also be added
    • In the message you can use the insert merge tag to insert all fields, or a selection of form fields
    • Below this the notification to user can be enabled provided there is an email field added to the form, this is done in the same manner as the administrator notification
  • Under the form settings page the title of the form can be set, along with the message
    • Under the confirmation tab, the message displayed on the website once the form has been submitted. On this tab you can also specify another page to redirect to once the form is submitted. This is particularly useful with Google Analytics Goal tracking.
  • On the Entries page you will find all the submissions sent through from your form. Click on an entry to view the detail.
  • On the left-hand menu, under the Forms main heading you will see the import/export link
    • This defaults to the Export entries page where a form can be selected, as well as the fields, for export into an Excel file. A date range can also be specified
    • The import/export forms page is useful when transferring a form to another WordPress website