4. Forminator

With dozens of available field types and an ever-expanding list of integrated third-party apps, there is almost no limit to the type of forms you can create with Forminator.

Regardless of the type of form you are creating, however, the fundamental process is the same:

• Build a form
• Configure the fields
• Configure form appearance and behavior
• Connect third-party apps (optional)
• Test the form
• Publish

Getting Started

From the Dashboard, click + Create within the Forms pane, or navigate via the Admin menu: Forminator Pro > Forms and click + Create .

A popup will open where you can select a form template or choose to begin from scratch by selecting Blank.

Templates

Forminator provides several templates to help streamline the form creation process. Templates are ideal for admins with little experience configuring form field behavior.

Each template includes fields commonly associated with that form type, including some specialized fields not available elsewhere in Forminator, such as a password field. These fields are pre-configured, some with complex conditional formatting, to effectively collect and manage user-submitted data.

Templates can be customized by adding or removing fields like any other form.

Forminator’s templates include:

• Blank – Use this template to create a form with no default fields.
• Contact Form – A simple form designed to collect user-submitted contact information.

• Quote Request – A form with which users can submit a detailed request for feedback or more information.
• Newsletter – A basic subscription form.
• Registration Form – A powerful form designed to facilitate the creation of user profiles. See the Registration and Login Forms section below form more information.
• Login – A specialized form equipped with features to support a custom login screen. See the Registration and Login Forms section below form more information.
• Create Post – A form that already includes the Post Data field needed so your users can submit posts from a frontend form.

A popup will appear in which you can give your form a name. Each form must have a name, but changing that name later is easy. When you’ve entered a name, click Create.

Forminator will create the form and open it in the Edit Form screen. You’ll see that your new form canvas is ready for you to start adding fields, and already has the Submit button. Click + Insert Fields to start building your form, and review the following chapters for guidance on configuring fields and other options.

Also, just a note that you can access your form settings from inside the editor by clicking on the gear icon next to the form title. To create a new form, click the plus icon.

Publishing a form

When you create or edit your form, you’ll have the option to save your progress as a Draft or Publish your form.

Once your form is published, you’ll be able to Unpublish or Update after making changes.

Registration and Login forms are two special form types, so we’ve developed a template for each with key field behaviors built-in. See the video below for a walk-through of using Forminator to create a Registration and Login Page, featuring these two special form types.

This section covers only those fields which are unique to the Registration and Login templates:

• Password field – A specially-designed field that, depending on its configuration, allows/requires users to create a password-protected account with the site.
• User Registration tab – A unique tab only available in the Registration Form template containing the options that govern user account creation.

Registration Template

Click the Create button, and when prompted, select the Registration template and click Continue.

Name the form and click Create.

Password Field

The password field is unique to this template. To customize the password field, click the gear icon to expand the drop-down menu and click Edit Field.

Click the Settings tab.

Minimum password strength

This setting controls the minimum password strength required for the registration form to be accepted.

Custom error messages

Use the fields provided to create custom error messages when users submit inadequate passwords or fail to enter a password at all.

User Registration Tab

Click the User Registration tab to see the following configuration options:

• User Meta Mapping – Map default WordPress user meta keys to specific fields in your form.
• User Account Activation – Options governing how accounts are created and how users are notified.
• Additional Settings – There options determine login page behavior following account creation.

User Meta Mapping

The WordPress usermeta table was created to allow sites to expand the stored data associated with its registered users. Mapping meta keys to form fields allows admins to customize what user data is collected and how the data is stored by WordPress.

Forminator makes the following default user meta keys available:

• Username
• Email
• First Name
• Last Name
• Website
• Password
• Role

Click any field to access a drop-down menu showing the fields from the current form and their respective meta keys. Selecting a field will cause Forminator to create a table entry for that information. Any field with that meta key will store the data to the indicated table.

Custom User Meta

To create custom user meta keys, first enable the feature by clicking the Add Custom User Meta toggle. Next, click the Add Custom User Meta field.

Site Registration (Multisite only)

If Forminator is network-active in a multisite network, you will see an additional option in the User Registration settings when editing a Registration form in the main site of the network: Site Registration.

Enable this option if you wish to allow your users to create a site in your network using your registration form.

The following form fields are required if you enable this, so you’ll want to ensure you have added input fields in your form for these first so you can map them.

• Site Name – This is to be mapped to the field your users will use to enter their site address, which will be automatically appended to your network address.
• Site Title – Map this one to the field in your form used for the site title or tagline.
• Site Role – Select the role to assign to the user on their new site in your network.

User Account Activation

By default, user accounts are activated as soon as a properly completed form is submitted. However other options are available.

• Default – Account is activated as soon as form is submitted.
• Email Activation – Requires users to respond to a link in an email to activate their account.
• Manual Approval – Suspend account activation until a site admin approves its creation.

Additional Settings

Enable the toggle to log new users in as soon as the account is activated.

Registered users don’t need to see the registration form again, so hide the form from them by enabling that feature.

If you wish, use the message editor to display a message to registered users instead of the displaying the form.

The Appearance options control a form’s overall design, its colors, and the look of its container.

Design Style

Use one of our pre-made themes as a starting point for further customization or select None to have your form inherit styles from your theme’s CSS.

If you select None, you will not be able to change colors, fonts or the form container from the Appearance tab. You will need to make customizations in your theme’s CSS files.

Colors

For colors you can use the default colors or select custom to access background and text colors for a variety of elements in your form. Simply open the element you want to change the color for and make your changes.

Fonts

Setup your desired fonts, font size and font weight, for the labels, section titles, pagination steps and all the other different elements in your form.

Form Container

Further customize the appearance of the form main container by adding padding, a border and the spacing between form fields.

Lets you choose a Compact or a wider, Comfortable separation between fields.

Custom CSS

Our Custom CSS option was 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.

The Behavior options control what happens when a respondent submits a poll.

Submission Behavior

After Submission

Submission behavior configures what happens after the submission of the form. You have the option of, hiding the form, displaying a custom “Thank you message” or redirecting your users to a certain page – for example mydomain.com/thank-you.

If you went with an inline message, the stacked block icon is pretty handy here as it will let you add the submitted data to the message.

For example, if first name is a field in your contact form, you can address the inline message to the name in the first name field.

Thank you for contacting us Alex, we will be in touch shortly.

You can also redirect a form user to another page on your site or on a different site.

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.

Validation

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

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.

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. How does this work? When the form is displayed in the browser it creates a hidden input. A hidden input must match the desired condition and if the condition doesn’t match a success message such as “Form entry saved” will be sent to the bot, but the form will not be actually submitted. Also, because the honeypot input is hidden and generated only when the form is displayed in the browser – bots will also tend to miss that and will send a request without the hidden input (which will make them fail the honeypot test).
• Enable logged in submission only – Only registered users will be able to use your form.

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).

Rendering

This lets you choose how to render your form to accommodate cache plugins that may cause issues.

Use Ajax will do just that in order to avoid any cache issues that may arise because of plugins that have Page Cache ability.

Enable Use DONOTCACHEPAGE Constant to utilize the constant in cache plugins like Hummingbird to skip page cache on the pages that contain your Forminator form.

You can send custom email notifications to admins or users when forms are submitted and route emails based on user inputs.

Email notifications are configured under the Email Notification Tab of the Edit Form module.

By default, an admin email is automatically created for every new form you create, and set to deliver the notification to your admin email address. You can edit or delete that default one at any time.

To edit an existing email like the default one, click on the email name or select the Edit option under the gear icon. To add a new email, click the + Add Email Notification button.

The interface is identical when editing or creating an email notification. We’ll go over editing the default one so you can see the basic structure as well. Clicking the Edit link will pop open a modal with the default email configuration.

Email Tab

• Label – The label you set here only appears internally and does not show up anywhere in the email itself.
• Subject – The subject line is what appears in email clients like Gmail as the email subject, so that’s what your users see in their inbox before they open the email.
• Body – The body is where you compose the email message itself.

Merge Tags

The subject line in the default admin email includes two merge tags that will be replaced by the ID of the submission – {submission_id} – and the name of the form – {form_name}

When the email is received in the email inbox, that subject line would look like this:

Forminator also creates unique merge tags for every field inserted into any form. Merge tags allow you to configure email notifications to automatically include, or pre-fill, user-submitted content.

The merge tags for fields appear on the Fields screen beneath the field labels, like this: {email-1}.

You can use merge tags to include submitted data in the body of your notification email. Click the blue Add Form Data button to access a list of all merge tags available for this form. Click any tag to add it to the body of your email.

If you would like your notifications to include all the data from every submitted field, you can simply use the {all_fields} or {all_non_empty_fields} merge tags.

Recipients Tab

Default

The default behavior is to send the notification for every form submission to the same recipients. You can add as many recipients as you like, separating each address with a comma. Simply enter the recipients’ email addresses in the Recipients field and click the Add button to save.

Email Routing

Email routing enables you to send notifications to different recipients conditionally based on user input in your form. For each recipient, set up conditions just like you would do for conditional display of form fields. You can set up as many recipients as you need with different conditions for each.

The image below shows an example of a condition set to send the email to [email protected] if the the user has selected the Sales option for a field called checkbox-1 in the form.

Advanced Tab

The options under this tab enable you to customize the from name, from email and reply-to email, as well as any CC or BCC addresses you wish to send to.

You can either manually enter the needed info in each field, or click the [+] sign to the right of each one to reveal shortcuts that, when clicked, automatically insert the corresponding merge tag in the field.

Conditions Tab

In addition to conditionally routing emails to different addresses, you can even set up rules to send emails only if certain conditions are met. Again, this is set up exactly the same way as the conditional display of form fields.

The image below shows an example of a condition set to send an email only if the user has selected the I would like a reply option for a field called checkbox-2 in the form.

Using the Conditions here and the Email Routing option under the Recipients tab can be a powerful combination, enabling you to trigger emails and send them to different departments in your organization all based on user input.

Connect your third-party app accounts and send data to your favorite apps. Our integrations module makes this easy and you’ll be up and running in no time.

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

• MailChimp
• Campaign Monitor
• ActiveCampaign
• Zapier
• HubSpot
• Google Sheets
• AWeber
• Slack
• Trello

Enjoy :)

Settings allows you to customize how the data for your form is stored.

Data Storage

In cases where you don’t want to store the forms data on your server, you can choose to Disable store submissions in my database.

Privacy

Submissions

Forms collect a lot of sensitive information. In the privacy section, you have the option of auto deleting form submissions once they reach a certain age.

You can set the number of days, weeks, months or years. Once a form entry reaches the date you specify, it will be deleted.

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) if the submission contains an email address associated with that user.

• Retain submissions – will leave all submissions of that user intact.
• Remove submissions – will remove all submission from the user you deleted from your site.

Submission Files

Choose whether to keep or delete any files related to a submission when the submission gets deleted.

One of the most useful Forminator features in the admin is the live preview.

Not only can you see the form fields, including how your conditional rules are operating, but you can also view the changes you make to your forms appearance.

If you make changes to your form’s design style, colors, fonts, form container, etc. you can use the preview mode to see the outcome.

For example, here we see a live preview of the difference between two built-in layout styles.

Each form comes with a shortcode which you can use to embed your form anywhere on your site where shortcodes can be used: pages, posts, widgets, etc.

Any time you click the Publish button for a form in the form editor, a modal will pop open to show you the shortcode for that form.

To get the shortcode for any form after having published it, go to the Forminator Forms page. Find the form you’d like to use and select the gear icon to open the settings dropdown for the form.

Select Copy Shortcode, which will automatically add the shortcode to your clipboard so you can paste it anywhere.

You can also add a form to your post while in the WordPress editor. In the Classic editor, click the Form button next to the media uploader button.

Then select the form you want to embed in the modal that pops open.

In the Gutenberg editor, click the [+] icon to add a new block, and find the Form block.

Once the block is added, select the form you want to embed in the post.

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:

How to display a form in Hustle

If you’re using WPMU DEV’s Hustle plugin to create marketing embed modules, slide-ins and pop-ups, you can add Forminator forms to the main content area.

You’ll first want to create your Forminator form, then select the embed, slide-in or pop-up module in Hustle where you want to add the form.

In the main content area of your Hustle module, click the Form icon (same as the one in the Classic editor for any post or page).

From there, you’ll be able to choose a form, poll or quiz to add to your Hustle embed box.

Forminator makes it easy to pre-populate fields in one form with values from another form’s fields.

To do that, you’ll need to select the Redirect user to a URL option for the Submission Behaviour under the Behavior tab for your first form, and enter the URL to the page containing the 2nd form whose fields you want to pre-populate.

Then you need to add your query parameters to that URL. Let’s say you want just the email address to pre-populate in a field in the 2nd-form.

To do that, first add a question mark – ? – to the end of the URL to indicate there’s a query coming. Then add the query parameter key you want to use to identify what should pre-populate followed by an equals sign. The query parameter key can be any text really, but it’s recommended to use something relevant so it’s recognizable; for example: email

https://yourcoolsite.tld/form-2?email=

Next, click the [+] sign on the right of the Redirect URL field and select the form field whose value should be associated with the query parameter key you just entered. For our example, we’d select Email Address. That will add the merge tag needed to compete the query for this field.

If you need more than one parameter in your URL to populate more than one field, just add an ampersand – & – then add the next query parameter key and value. For example, here’s a URL with 2 key/value pairs that can be used in the 2nd form:

https://yourcoolsite.tld/form-2?email={email-1}&check={checkbox-1}

To use the values you have now defined in the redirect URL, go to your 2nd form and open the settings for the field you want to pre-populate.

Under the Settings tab for your field, scroll down to the Pre-populate section, and enter the query parameter key you set for the field in the 1st form. In our example above, we simply used the word email as the key, so that’s what we would enter here.

Now when your users submit the 1st form, the value will be pre-populated in the field in the 2nd form.

Adds a name field to your form.

Name Labels

In the Labels tab, you have two options, single and multiple. Single will create one field for a name, while multiple will split the name into prefix, first name, middle name and last name.

Select single to change the field Label, enter Placeholder text or add a custom Description for a single Name field.

Select Multiple to open additional options so you can add Prefix, First Name, Middle Name or Last Name to your Name field.

Open a field to change the Field Label, put Placeholder text or add a custom Description for the name fields you’ve activated.

Adds an email field to your form.

Email Labels

In the Labels tab, you can change the Field Label, put Placeholder text or add a custom Description.

Email Settings

Validate Field: 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 message that will appear if the email is invalid.

Adds a phone field to your form.

Phone Labels

In the Labels tab, you can change the Field Label, put Placeholder text or add a custom Description.

Phone Settings

Validate Field: Each time a user enters a phone number, this field will check if it has a valid format. You can choose a National, International format or you can limit the number of characters. Enabling this will let you enter your custom validation message that will appear if the phone number is invalid.

Adds an address field to your form.

Address Labels

In the Labels tab, you can activate the different address subfields that you want to use.

To change the Field Label, put Placeholder text or add a custom Description, open the subfield.

Adds a website field to your form.

Website Labels

In the Labels tab, you can change the Field Label, put Placeholder text, add a Default Value or add a custom Description.

Website Settings

Validate Field: Each time a user enters a website URL, this field will check if it has a valid format. Enabling this will let you enter your custom validation message that will appear if the website format is invalid.

Adds a single line text input field to your form.

Input Labels

In the Labels tab, you can change the Field Label, put Placeholder text, add a Default Value or add a custom Description.

Input Settings

Max characters: You can limit the number of characters allowed in this field.

Adds a textarea field to your form.

Textarea Labels

In the Labels tab, you can change the Field Label, put Placeholder text, add a Default Value or add a custom Description.

Textarea Settings

Enable the Rich-Text editor option if you want your textarea field to be a WYSIWYG editor. You can also set the Max characters and Default Height for the textarea field.

Adds a number field to your form.

Number Labels

In the Labels tab, you can change the Field Label, put Placeholder text, add a Default Value or add a custom Description.

Number Settings

The Number settings allow you to adjust the minimum and maximum values of the input range. If a user inputs a value outside of these limits, an error message will be displayed. Select the Custom option for the Error Messages to personalize your message. Lastly, you can also decide if you want to pre-populate the field by using query parameter keys.

Number Calculations

You can choose whether or not to allow this field to be used to create formulae within Calculations fields in your form. Select Enable to allow the field to be used in calculations.

If enabled, the value used in calculations would be the value input by the user.

Adds a radio button field to your form.

Radio Labels

In the Labels tab, you can change the Field Label and add a custom Description.

You also need to input the available radio button options (that your users will see in the form) and their values (this is what you will see in the form submission).

Click on the Add Option area to add radio button options. Select the red trash icon next to options you would like to delete.

Radio Settings

Select Required to force users to respond to this field or Optional to allow users to skip this field if they wish.

Select Vertical or Horizontal to determine the layout of response options.

Radio Calculations

You can choose whether or not to allow this field to be used to create formulae within Calculations fields in your form. Select Enable to allow the field to be used in calculations.

If you choose to Enable calculations for a Radio field, you must assign a numeric value to each option. Enter the necessary value in the Calculation Value field.

Adds a checkbox field to your form.

Checkbox Labels

In the Labels tab, you can change the Field Label and add a custom Description.

You also need to input the available checkbox options (that your users will see in the form) and their values (this is what you will see in the form submission).

Click on the Add Option area to add checkbox options. Select the red trash icon next to options you would like to delete.

Checkbox Settings

Select Required to force users to respond to this field or Optional to allow users to skip this field if they wish.

Select Vertical or Horizontal to determine the layout of response options.

Checkbox Calculations

You can choose whether or not to allow this field to be used to create formulae within Calculations fields in your form. Select Enable to allow the field to be used in calculations.

If you choose to Enable calculations, you must assign a numeric value to each option. Enter the necessary value in the Calculation Value field. Note that if users select two or more options in the same checkbox field, the values are added together, and the sum will be the value used in subsequent calculations for the field.

Adds a field to your form that calculates numeric user inputs using custom mathematical formulae.

Calculations Labels

In the Labels tab, you can change the field Label, apply Placeholder text, or add a custom Description.

Calculations Settings

In the Settings tab you can hide the Calculations field if you don’t want it to be visible in your form, add a prefix and suffix to your format and choose the number of decimal places to use in the calculated result.

Calculations Tab

The Calculations tab is where you input the formula you want to employ for this field, using the merge tags for any fields in your form that you enabled for calculations (Number, Radio, Checkbox, Select & Currency fields can be used in calculations).

Formulae can be simple, such as fieldname1+fieldname2, or complex mathematical equations with multiple grouped fields, such as fieldname1*(fieldname2+fieldname3). Each formula is considered a single calculation, and by inserting multiple calculation fields, your form becomes a powerful mathematical tool.

A handy menu of common mathematical operand shortcuts, located at the top of the formula field, greatly simplifies the construction of your custom formulae. The first option opens a drop-down menu of the numeric value fields inserted in the current form. Combine these fields with the mathematical operands +, -, *, /, and () to create custom formulae.

After adding your formula to the Calculation Formula field, a preview of the formula will appear so you can verify that the proper data and mathematical operation(s) will be used in making this calculation.

In addition to the common shortcuts shown, there are several other operands that this field supports that you can use in your formulae:

• ^ – Use for exponentiation. Ex: 3^2
• % – Use to find the Modulo Remainder of two field values. Ex: {number-1}%{number-2}
• abs() – To use the absolute value of a form field. Ex: abs({number-1})
• avg() – To calculate the average of two or more numbers. Ex: avg({number-1},{number-2})
• min() – Uses the smallest of two or more field values. Ex: min({number-1},{number-2}) would return the value of {number-2} if less than {number-1}
• max() – Uses the largest of two or more field values. Ex: min({number-1},{number-2}) would return the value of {number-2} if greater than {number-1}
• pi – Returns the value of π (pi)
• ceil() – Rounds the value of a number up to the nearest whole integer
• floor() – Rounds the value of a number down to the nearest whole
  integer
• round() – Rounds the value of a number up or down to the nearest whole integer

Adds a dropdown select field to your form. You can choose from a single select dropdown or a dropdown that allows multiple selections.

Select Labels

In the Labels tab, you can change the Field Label and add a custom Description.

You also need to input the available dropdown options (that your users will see in the form) and their values (this is what you will see in the form submission).

Click on the Add Option area to add dropdown options. Select the red trash icon next to options you would like to delete.

Select Settings

Select Required to force users to respond to this field or Optional to allow users to skip this field if they wish.

Enable Limit Submission if you want the select option to be removed from the list once the limit number is reached.

When Limit Submission is enabled, you’ll see an additional entry next to each option under the Labels tab where you specify the limit for each one.

Select Calculations

You can choose whether or not to allow this field to be used to create formulae within Calculations fields in your form. Select Enable to allow the field to be used in calculations.

If you choose to Enable calculations, you must assign a numeric value to each option. Enter the necessary value in the Calculation Value field. Note that if your Select field is of the Multiple type and users select two or more options, these values are added together, and the sum will be the value used in subsequent calculations.

Adds a datepicker field to your form.

Datepicker Labels

In the Labels tab, you can choose between three different calendar types.

• Calendar with selectable dates
• Dropdowns for day, month and year
• Text input for day, month and year

You can change the Field Label, add Placeholder text and show a calendar icon (Calendar only), or add a custom Description.

You can also select the specific output format of the dates using any of the available presets:

• Y-m-d – ex: 2020-12-31
• m-d-Y – ex: 12-31-2020
• d-m-Y – ex: 31-12-2020
• Y/m/d – ex: 2020/12/31
• m/d/Y – ex: 12/31/2020
• d/m/Y – ex: 31/12/2020
• Y.m.d – ex: 2020.12.31
• m.d.Y – ex: 12.31.2020
• d.m.Y – ex: 31.12.2020

The Dropdowns and Text Input options also allow you to customize the field Labels and Placeholders (Text Input only).

Below are examples of how each calendar type option would look in your form.

Datepicker Settings

If you select Calendar or Dropdowns as the datepicker type, you can set a default date to display in the datepicker field. Select either Today or enter a Future Date; select None if you don’t want a default date to appear in the datepicker.

Datepicker Limits

When you select the Calendar type, you can specify date ranges, specific dates, or days of the week that are available or blocked off in the datepicker field.

Start & End date

• No Limit – Select this option to have the calendar year start & end 100 years before & after the current year.
• Specific Date – Select the date you wish the datepicker to start or end at.
• Today – Select this to have today’s date be used as the datepicker start or end date. You can also offset from today’s date any number of days, months or years, forward or backward.

Days of the week

• All Days – When this option is selected, all weekdays are available for selection in the datepicker field.
• Selected Days – Enables you to specify which weekdays should be available for selection.

Disable Dates or Date Ranges

These options enable you to enter specific dates or whole date ranges that should not be available for selection in your datepicker calendar.

Adds a timepicker field to your form.

Timepicker Labels

In the Labels tab, you can choose between two different time formats.

• Dropdowns
• Number Inputs

You can also specify if you’d like to use 12 hour or 24 hour time, and customize the Field Label and Description.

Open the subfields if you wish to customize the Label and Placeholder for hours and minutes.

Timepicker Settings

Time Increments

Whether using Dropdowns or Number Inputs, you can set the hour and minute increments by which the user can select the desired time.

For example, if you set the increment for hours to “1” and the increment for minutes to “30”, the time can be selected on any hour, and the minutes will be either “0” or “30”.

Time Limits

You can set a start and end time for your timepicker so only times between those limits can be selected.

Default Time

You can set a default time to populate the field if it is left blank.

Adds a file upload field to your form.

File Upload Labels

In the Labels tab, you can select whether your upload field should allow for only a single file or multiple files. You can also customize the Field Label and add a custom Description.

Below are previews of how the Single and Multiple file upload fields could look in your form.

File Upload Settings

Allowed file types

By default, your users can upload any type of file allowed by WordPress, but you can restrict that to only selected file types here.

To limit the accepted file types, select the custom option and you will have access to a list of image, document, audio, video, archive, text, spreadsheet and interactive file types. Uncheck the file types you do not want to allow to be uploaded through this field.

Limit number of files

If you have enabled the Multiple file upload option under the Labels tab, this option will be available so you can restrict the number of files that can be uploaded using this field. Select the Custom option and enter the desired limit.

Filesize Limit

Set the maximum allowed size for any file uploaded through this field in your form. You can set this to any value lower than what is already defined as the upload_max_filesize for your site. If you need to increase that limit, you’ll need to make that change in your server settings. Need help? Follow this guide: Increase file upload size.

Note that if you have enabled the Multiple file upload option under the Labels tab, this setting will apply to each uploaded file, and you’ll see the option is named: Filesize limit per file

Upload method

If you have enabled the Multiple file upload option under the Labels tab, you can choose which method to use for file uploads.

• Ajax – This option will upload the files as the user selects them, and can be a good option to reduce server load if the total filesize is rather large and your server has limited resources. Note that the files will be uploaded to your server even if the user does not submit the form, so you may want to consider the option below to avoid abuse.
• On Form Submission – This option will upload all files at the same time, but only when the user submits the form.

Show files in media library

Enable this option if you want files uploaded through your form to be added to your Media Library.

Adds a Post Data field to your form so you can enable your users to create posts on your site from a frontend page.

Post Data Labels

In the Labels tab, you can activate the following Post Data subfields:

• Title – Enables a field in your form that will create the post title when the form is submitted.
• Content – Enables a field in your form that creates the post content.
• Excerpt – Use this field if you want users to be able to manually enter a post excerpt.
• Featured Image – This file upload field automatically adds the uploaded image as the featured image for your post. If you are using the WPMU DEV Smush plugin and have enabled Automatic compression, images submitted here will be optimized before being added to your Media Library.
• Category – Enable your users to select the post category (you can enable an option to allow for multiple categories under the Settings tab).
• Tags – Enable your users to select a post tag (you can enable an option to allow for multiple tags under the Settings tab).
• Custom Fields – Use this option to map input from other fields in your form to custom fields in your posts.

Toggle open any subfield to reveal its labeling options. For the Title, Content and Excerpt fields, you can customize the field label, placeholder and description. For the Featured Image, Categories and Tags fields, you can customize the label and description. (See below for details about the Custom Fields option.)

The image below shows the label options for the Title field; the others are similar.

Custom Fields

The Custom Fields option enables you to map other fields in your form so they write to custom fields you may have in your post_type. You need only enter the value of the custom field in the Label box, and associate that with a selected form field in the Value box.

For example, if you have a custom field created with the popular Advanced Custom Fields plugin named new_text_1, and want a text input field in your form to write to that custom field, you would enter new_text_1 as the Label for the Custom Field element in Post Data, and select the form field that should write to it as the Value.

Below is an example of how your frontend post form could look with all above fields enabled, and a text input field added to map to a custom field in the post.

Post Data Settings

Post Type

By default, the Post Data field is set to create a post of the Posts post_type, but you can select any available post_type on your site so the form creates posts of that type instead.

Default Status

You can set to automatically publish the post to the selected post_type, or save the form entry as a draft or pending review.

Default Author

Choose a default author for all submissions though your post form. The default author must be a registered user on your site and his user role must be Author or higher. This user will be used as the post author if you allow for guest submissions.

You can also force the selected user to be always assigned as the post author, whether the user who submits the form is logged-in or not. If you don’t force this and a logged-in user makes a post, he will be set as the author of the post.

Taxonomies limits

Select whether only one of each taxonomy can be selected per submission, or if you wish to allow for multiple category and/or tag selections.

Adds a Google reCaptcha field to your form.

reCAPTCHA will protect your website from spam and abuse while letting real people pass through with ease and will look something like the following image on your form, with the familiar v2 Checkbox captcha type used.

reCAPTCHA Settings

reCaptcha Type

Select the type of reCaptcha you wish to include in your form. The Google reCAPTCHA type that you want to use must first be configured in the main Forminator Settings tab, under Google reCaptcha. Once configured there, you can select it here. For more info on the different types of reCaptcha available, see this Google doc: https://developers.google.com/recaptcha/docs/versions

• v2 Checkbox – Select the size you wish to use (normal or compact) and the color scheme (light or dark).
• V2 Invisible – Select the color scheme you wish to use (light or dark).
• reCAPTCHA V3 – Set the score threshold below which the captcha verification should fail.

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 in your form.

If any of the reCaptcha types have not yet been set up in Settings > Google reCaptcha, you’ll see this handy prompt with a link to the settings page so you can get that set up before selecting it in your form.

Language

When you first configure the reCAPTCHA under Settings, you will be prompted to specify the language you would like to use. You can change that per form using this option.

Error Message

If you wish to customize the message shown to users if the reCaptcha verification fails, you can do that here.

Note there are no Visibility settings for this field as it would appear on all forms regardless.

Adds a HTML field so you can insert HTML into your form. This only displays formatted HTML within the form. It is read-only by default and is not for user input.

The Add Form Data button will let you embed any of the form’s data into this field if needed.

Adds a page break to your form so you can add steps or break up long forms into sections.

Example of a paginated form on the Frontend:

Pagination Labels

The Page Break fields themselves have no settings, but can dragged & dropped anywhere in your form to break it into pages.

When you add your first Page Break field to a form, you’ll see a Pagination section appear at the top, above all other fields.

Click that section to open the Pagination settings modal. There, you’ll see a label field for that first Page Break you added, and one for the last step of your form. For each additional Page Break field you add to your form, a new page label will appear here for you to customize.

Pagination Settings

Progress Indicator

Choose to show or hide the progress indicator at the top of your form and, if shown, whether it should indicate the steps (as in our example above) or a simple progress bar.

Buttons Text

For each Page Break you add, you can chose to use the default “Previous/Next” button text, or customize those labels for each one.

Adds a hidden field to your form.

Hidden fields are not visible on the front end, so are useful to record something specific on form entry that you don’t need your users to see. This could be something like having the URL of the page the form was submitted from in cases where the form is embedded in a popup, or perhaps some user-specific data you want to use in Visibility conditions in another field.

Hidden Field Labels

Label

You can customize the label of this field in the Field label (again, this only appears in the admin interface, not on the frontend form).

Default Value

The following options are available to select from to use as the Default Value of your Hidden Field:

• User IP Address – The IP address of the user submitting the form.
• Date (mm/dd/yyyy) – The date of the submission in mm/dd/yyyy format.
• Date (dd/mm/yyyy) – The date of the submission in dd/mm/yyyy format.
• Embed Post/Page ID – The ID of the site page where the form is embedded.
• Embed Post/Page Title – The title of the site page where the form is embedded.
• Embed URL – The URL (permalink) of the site page where the form is embedded.
• HTTP User Agent – The user agent (browser type) of the user submitting the form.
• HTTP Refer URL – The URL of the page where the user came from to get to your form.
• User ID – The ID of the logged-in user submitting the form.
• User Display Name – The WordPress Display Name of the logged-in user submitting the form.
• User Email – The registered email address of the logged-in user submitting the form.
• User Login – The username of the logged-in user submitting the form.
• Custom Value – Can be any custom value you need.
• Query Parameter – Use this to pre-populate this with a value from another form. See Pre-Populate Form Field Values for details.

If you select either Custom Value or Query Parameter for the Default Value, an additional field will appear where you can specify the desired value.

Adds a section divider to your form.

Section Labels

• Section title – Adds a title to your section
• Section subtitle – Adds a subtitle to your section

Section Settings

Optionally add a solid or dotted borderline underneath your section, then specify its width and color.

Adds a GDPR checkbox to your form in case you need to be GDPR compliant.

GDPR Labels

Customize the field label that appears in your form and edit the text content. Default text is included with a link to your Privacy Policy page set in your site admin Settings and an empty Terms and Conditions link which you’ll want to edit to include the correct link. You can also enter any additional information you need to provide to your users.

GDPR Settings

The GDPR checkbox is a required field by default and cannot be set to optional. But you can customize the message shown to users if they do not check the box in your form.

Adds a field to your form which allows user-defined monetary inputs, such as when accepting donations.

Currency Labels

In the Labels tab, you can change the field Label, put Placeholder text, add a Default Value or add a custom Description.

Currency Settings

In the Currency Settings tab, you can specify whether this field is Optional or Required. When you select Required, an additional field will open so you can enter an error message that the user will see if they leave the field blank or incomplete. You can choose the currency for this field by selecting the drop-down arrow and choosing from the list of 120 nations.

You can also specify how many digits can be entered after a decimal point with the Decimal Point drop-down menu. In the Limits section, restrict the values users can enter into this field by setting minimum and maximum values and customize the limits error message by selecting Custom. You can also choose whether you want to pre-populate the field with a query parameter key.

Currency Calculations

You can choose whether or not to allow this field to be used to create formulae within Calculations fields in your form. Select Enable to allow the field to be used in calculations.

Adds a Stripe payment field to your form. If you’re interested in how this can be implemented for an order form that accepts payments, check out the video below.

SCA Compliance

The Stripe Elements payment process is fully SCA compliant. Strong Customer Authentication (SCA) requires that online credit and debit card payments transacted in Europe use 3D Secure to authenticate payments.

Financial institutions may decline transactions that don’t follow SCA guidelines.

3D Secure, in a nutshell, dictates that verifying a card’s validity is insufficient protection from fraud and requires that customers authenticate each online purchase independently. This is typically accomplished by providing customers with a transaction-specific verification code delivered via email or SMS, similar to the example below.

A message will appear in your WordPress Dashboard following the update which outlines why updating to SCA is critical. Click Learn More to access a window we designed to expedite the process of verifying your forms’ appearance and functionality.

The Stripe is SCA Compliant window suggests things to look for when you are reviewing your forms.

The window identifies your existing forms that contain stripe fields. Click the edit icon on the right to access that form and review the Stripe field.

Stripe Labels

Under the Labels tab, you can customize the field Label and Description, and set the language that will be used for the Stripe field placeholders and error messages shown to users.

You can also choose to show or hide the credit card Icon in the Stripe field, and whether you wish to collect Postal/ZIP code as well in this field. If you enable the Postal code option, you can prefill that part of the field data if you have already collected the postal/ZIP code in another form field; just select that field here.

With the above options enabled, your Stripe payment field would look like the following example, where the locations of the card icon, field description and postal/ZIP code are highlighted.

Stripe Settings

The first time you access the Stripe Settings tab, you will be prompted to connect a Stripe account to Forminator. You cannot configure a Stripe field without a connected account.

Click the here link to be redirected to the Settings > Payments screen in Forminator. There, you’ll click Connect To Stripe to access and connect your Stripe account to Forminator. See the Settings > Payments section if you need help connecting your Stripe account.

Once Stripe is successfully connected to Forminator, you can continue with the configuration of the payment field in your form.

Mode of Payment

You can place the Stripe field in Test mode until you are ready to process live payments. Stripe offers different methods to test payment integration before going live. Refer to the Stripe testing documentation for more information. Select Live to begin accepting Stripe payments.

Charge Currency

Open the drop-down menu to select the currency you wish to use with this form. It is recommended that you use the currency most likely to be used by the majority of your customers in order to minimize the negative impact currency exchange fees can have on sales. Your currency choice will be displayed in the Payment Amount field.

Payment Amount

• Fixed – Select this option to set a fixed payment amount if you want everyone submitting this form to pay the same amount, such as when submitting an application fee or deposit.
• Variable – Select this option to make the payment amount dependent on user inputs. A drop-down menu will appear where you can select any Currency or Calculations field in your form to populate the Payment Amount field.

Stripe Advanced

Payment Receipt

Enable the Payment Receipt feature and Stripe will email a receipt to your customers following successful purchases. This receipt comes directly from Stripe and is in addition to any custom email notifications configured in Forminator.

Click the Email address drop-down menu to reveal the email fields present in the current form and select the applicable email address.

Stripe does not send receipts for purchases conducted in Test mode, only successful live payments will receive receipts.

You can customize the Stripe receipt email by clicking Customize email template, which will open the Stripe login screen. Log in to Stripe and follow their guidance on creating custom email receipts.

Payment Details

Statement Decipher

A Statement Decipher is techie phrase for the word or phrase appearing in a financial account statement that identifies where a transaction occurred. Typically, one would expect this to be the company name but you can create any custom decipher you wish as long it’s no more than 22 characters long.

Payment Description

The Payment Description will appear in the Stripe payment receipt emailed to your customers and will be part of transaction data recorded in the Stripe account that received the payment.

Card Validation

Stripe validates card information as it’s being input and this validation occurs independent of the validation of other user inputs, such as email addresses, as configured under the form’s Behaviour tab.

Billing Details

Enable Billing Details to send additional information collected by a form to Stripe so the data appears with the payment information in your Stripe Dashboard. Click Enable, then select from the drop-down menus the information you want Stripe to include with the transaction record.

Meta Data

Any custom metadata associated with your form can be sent to Stripe and included in the MetaData section for each payment received. Any metadata sent to Stripe must conform to the service’s requirements: a maximum of 20 meta keys can be sent, key names must be 20 characters or less and mapped data will be truncated to 500 characters.

Stripe Styling Tab

The element classes on the Stripe checkout screen are associated with a specific field state, such as empty, invalid or complete. When a field’s state changes, usually because a user entered some data, a new class is applied. The Styling tab allows you to create custom classes while maintaining this relationship between classes and field state.

For example, when a user completes a given field with no errors, Stripe associates the default class StripeElement–complete with that field. You may change the class StripeElement–complete by editing the Complete field in the Styling tab, but Stripe will still associate the new class with the “complete” state, and only when a field achieves the “complete” state will styling associated with that class be applied.

Remember, modifying Stripe’s default classes is not necessary, but if you wish to do so, simply enter your custom classes into the fields provided and click Apply.

Click Read More to access the Stripe compendium of element types, objects, classes and styles.

Once you’ve defined your custom classes, or chosen to use the defaults, you can then use the classes to apply custom CSS in the editor available in the Forminator Appearance tab.

Adds a PayPal payment field to your form.

SCA Compliance

The PayPal payment process is fully SCA compliant. Strong Customer Authentication (SCA) requires that online credit and debit card payments transacted in Europe use 3D Secure to authenticate payments.

Financial institutions may decline transactions that don’t follow SCA guidelines.

3D Secure, in a nutshell, dictates that verifying a card’s validity is insufficient protection from fraud and requires that customers authenticate each online purchase independently. This is typically accomplished by providing customers with a transaction-specific verification code delivered via email or SMS, similar to the example below.

PayPal Settings

The first time you access the PayPal field Settings screen, you will be prompted to connect a PayPal business account to Forminator if you haven’t already done so.

Click the here link to be redirected to the Settings > Payments screen in Forminator. There, you’ll click Connect To PayPal to access and connect your Stripe account to Forminator. See the Settings > Payments section if you need help connecting your PayPal account.

Once PayPal is successfully connected to Forminator, you can continue with the configuration of the payment field in your form.

Mode of Payment

Use Sandbox mode to test your PayPal Checkout configuration and ensure it looks and functions as you expect before publishing the form. Select Live mode when you are ready to publish your form and accept payments.

Charge Currency

Open the drop-down menu to select the currency you wish to use with this form. It is recommended that you use the currency most likely to be used by the majority of your customers in order to minimize the negative impact currency exchange fees can have on sales.

Payment Amount

• Fixed – Select this option to set a fixed payment amount if you want everyone submitting this form to pay the same amount, such as when submitting an application fee or deposit.
• Variable – Select this option to make the payment amount dependent on user inputs. A drop-down menu will appear where you can select any Currency or Calculations field in your form to populate the Payment Amount field.

PayPal Advanced

Language

PayPal automatically adapts the language that appears on its buttons to visitors’ geolocations and browser preferences. You can set a specific language for your PayPal buttons but doing so overrides the PayPal adaptive language feature. The payment buttons will display the language you choose to all visitors.

If you wish to limit your PayPal buttons to a specific language, you must enter a PayPal locale code. Visit PayPal’s Supported locale codes page to find your code, and enter the code in the field provided.

Disable Card Options

Select the cards you want to eliminate from PayPal displays as payment options.

Debug Mode

PayPal debug mode can help troubleshoot issues with the PayPal payment process. However, Debug mode significantly increases script size and can cause performance issues. It is recommended that you enable Debug mode and troubleshoot PayPal issues in Sandbox mode only.

PayPal Customize

The Customize Tab allows you to modify the look of the PayPal Checkout buttons in your form.

• Label – Choose which of three PayPal labels will appear in your form’s buttons.
• Color – Choose the color of the buttons.
• Width – Chose the width of the buttons.
• Height – Chose the height of the buttons.
• Shape – Choose the shape of the buttons.
• Layout – Choose whether the PayPal and PayPal Credit buttons are stacked or appear side by side.

If you leave everything at their defaults, your buttons would look like this example in your form.

Version 1.13 of Forminator introduces a new form field: E-Signature. You can now require users to add their signature when submitting your form.

With all settings at their defaults, the E-Signature field would look like this example in your form.

E-Signature Labels

• Label – This appears above the E-Signature field in your form.
• Placeholder – This appears in the E-Signature field before the user clicks into it to sign.
• Description – This appears beneath the E-Signature field.

E-Signature Settings

• Signature filetype – Select to save submitted e-signatures as PNG or JPG files.
• Height – Adjust the height of the e-signature field if needed.
• Stroke thickness – Adjust the line thickness of the e-signature.
• Require – Set the e-signature to required or optional.

Navigate to Forminator > Polls and click the Create button to begin creating a poll.

In the modal that pops open, enter the name of your new poll and click the Create button.

Questions

Enter the poll Question and add a Description if you wish. Each poll consists of only one question.

You can also add an image that will appear with your poll on your site, like so:

Answers

Click on the Add Answer button to add as many poll answers as you wish.

You can even add a custom input field when you want to allow your visitors to manually enter their answer. For example, you can use this field as an “Other” option. To add a custom input field, select the gear next to the answer you want to convert and select enable custom input.

A new box will appear where you can add placeholder text. When someone selects your custom input option, a field will appear where they will be able to enter their answer. Your placeholder text will appear in this box like so:

Button

Before proceeding to the appearance of your poll, you can also change the button label of your poll (the default value is Submit):

The Appearance options control a poll’s overall design, its colors and the look of its container.

Design Style

Choose a pre-made style for your poll and further customize any part of your poll. Use one of our pre-made themes as a starting point for further customization or select None to have your poll inherit styles from your theme’s CSS.

If you select None, you will not be able to change colors or the form container from the Appearance tab. You will need to make customizations in your theme’s CSS files.

Colors

For colors you can use the default colors or select custom to access colors for a variety of elements in your poll. Simply open the element you want to change the color for and make your changes.

Form Container

Further customize the appearance of the poll’s main container by adding padding and a border.

Custom CSS

Our Custom CSS option was built in way so you can customize your poll 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.

The Behavior options control what happens when a respondent submits a poll.

Results Display

Control how poll results are displayed, or not, by selecting one of the following options:

• Link on poll – Adds View Results link to the poll which, when clicked, displays results on the same page with a Back to Poll link.
• Show after voted – Automatically displays the poll results when the user submits the poll, with a Back to Poll link as well.
• Do not show – Respondents will not see the poll results. The page will refresh or reload depending the submission method you select below.

If you chose either of the display options above, you can select whether to display results in a pie chart or a bar graph.

Results will display in the selected format when users submit a completed poll.

Vote Count

Choose whether or not to display the number of votes on the results page.

Submission Method

• Reload page – Select this option to reload the page upon submission of a poll if the default ajax loading is causing issues on your site.
• Ajax – This is the default submission method that does not require a page reload.

Voting Limit

• Limits – By default, your visitors will be able to vote only once. If 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). You can set a limit so your visitors need to wait a certain number of minutes, hours, days, weeks, months or years before they can vote again.
• Method – Choose whether Forminator should identify users who have already submitted a poll by their IP addresses or by placing a browser cookie.

Rendering

This lets you choose how to render your poll to accomodate cache plugins that may cause issues to your dynamic polls.

• Load poll using AJAX – will do just that in order to avoid any cache issues that may arise because of plugins that have Page Cache ability.
• Prevent page caching on poll pages – Select this option to automatically add the DONOTCACHEPAGE constant to any page with this poll embedded in it. Cache plugins like WPMU DEV Hummingbird will respect that directive and not cache your poll page.

Admin Email

Use the toggle to enable custom email notifications, then use the drop-down menus to configure the available options.

From Name

Click the plus [+] symbol to reveal a scrollable list of variables. The selected variable will appear as the From Name in all email notifications for this poll.

From Address

The From Address must be the default site email address or a domain email. Click the drop-down menu and begin typing the desired email address into the field. The available email addresses matching your inputs will appear for selection.

Recipients

Only admin email addresses can receive poll notifications. Add email addresses into the field provided, adding as many admin addresses as necessary.

Reply To Address

Optionally add a reply-to address that can be any valid email address.

CC & BCC Addresses

Optionally add any CC and/or BCC email addresses you need to your notifications.

Subject/Body

Enter a custom subject line and a custom message into the fields provided. Use the editor to format the message just as you would any other content.

Third-party apps connected to Forminator will appear hear. Click the plus [+] icon next to any connected app to activate an app for the current poll. The app will be authorized to collect data from the poll submissions.

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

• Google Sheets
• Slack
• Trello
• Zapier

The Settings options control how Forminator stores and protects submission data.

Data Storage

Your poll submission data is stored in your site database, by default. Disable this storage with the toggle.

Be sure to configure alternate storage with a third-party integrated app before disabling local storage if you do need to keep this data somewhere.

Privacy

Submissions

To save your data in your database temporarily, you can specify when you would like the data to be auto deleted.

IP Retention

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

Preview

Just like with forms, you can always preview your poll by clicking on the Preview button in the sidebar menu of any Polls screen.

You’ll be able to see how your poll will appear on your site, including the changes you make to the appearance.

Each poll comes with a shortcode which you can use to embed it anywhere on your site where shortcodes can be used: pages, posts, widgets, etc.

Any time you click the Publish button for a poll in the editor, a modal will pop open to show you the shortcode for that poll.

To get the shortcode for any poll after having published it, go to the Forminator Polls page. Find the poll you’d like to use and select the gear icon to open the settings dropdown for the poll.

Select Copy Shortcode, which will automatically add the shortcode to your clipboard so you can paste it anywhere.

You can also add a poll to your post while in the WordPress editor. In the Classic editor, click the Form button next to the media uploader button.

Then select the poll you want to embed in the modal that pops open.

In the Gutenberg editor, click the [+] icon to add a new block, and find the Poll block.

Once the block is added, select the poll you want to embed in the post.

In case you want to present your poll in a Widget, navigate to Appearance > Widgets, drag the Forminator Widget to your sidebar or another widget area, choose the poll you would like to display and press on the save button:

Navigate to Forminator > Quizzes and click the Create button to begin creating a quiz.

The first step is to give your quiz a name. Then, you can choose one of the two general quiz types that best serves the goals for the current quiz.

• Knowledge – A quiz with as few or as many questions and answers as desired. Questions must have a correct answer, and scores/results are calculated based on the number of correct answers submitted. Also called a Graded quiz.
• Personality – An “outcome” quiz in which there are no right or wrong answers; the user’s answers are tallied up and the result is calculated based on your preset outcomes for each possible response to each question.

Select a quiz type, and click Continue.

Next, you can choose whether or not you want to collect leads on your quiz. This essentially allows you to collect participants’ data such as names or email addresses.

Most of the options for the two quiz types are identical, so we’ll go through each in turn below, and highlight the differences where applicable.

Options in this section are identical for both quiz types.

• Title – The title that will display above the quiz. It can be left blank, if you wish.
• Feature image – Optionally add a featured image that will appear above your quiz.
• Description – Further describe your quiz and to explain to your visitors what they are about to take on.

Note that the Description field allows you to use merge tags to dynamically populate your message with any available data if needed. Just click the Add Form Data button and select the value(s) you need.

If all above options are filled in, your quiz intro could look something like the preview example below.

If you have selected to create a Personality Quiz, you’ll see this section available where you set up the end results of your quiz. Once they’re set up, you can get to creating the questions and answers that lead up to these results.

Note that “personalities” don’t actually need to be personalities. You can use this type of quiz to build any quiz where you need the outcome to be one of your preset results, which depend on user answers. So instead of personalities, your quiz outcomes could be anything, like seasons, destinations, meal preferences, etc.

As a simple example, you could have a single question like “Which color is more you?”. Then the user could select from 3 possible answers: Red, Green or Yellow. Depending on the color selected, the outcome (the personality) could be Apple, Avocado or Banana.

Click the Add Personalities button to get started on your first desired outcome.

In the modal window that pops up, enter the Title for your outcome (required), and optionally include an Image and a Description.

The same modal popup will appear when you want to edit an existing personality. Either click directly on the personality name itself, or click the gear icon to open a menu with the Edit option. That menu also has options to Delete or Duplicate a personality, which can be handy if you’re creating several similar ones.

If all above options are filled in, your quiz result could look something like the preview example below.

Repeat this process and add as many questions and answers as you wish to your quiz. Once all questions have been answered, the result with the highest score will be calculated and presented to the visitor.

Note that if you have an even number of questions, the result of the quiz might be even as well, so just make sure to sort your results by priority. Top personality will always be chosen if the end result is equal.

Options in this section are identical for both quiz types, with one exception: how the answer is used to calculate the quiz result.

Adding a Question

Click the Add Question button to get started with your first question.

In the modal window that pops up, enter the Title for your question (required), and optionally include an Image. Then click the Add Answer button to add your first answer to this question.

Adding an Answer

Here’s where things differ slightly in this section, depending on which type of quiz you’re creating.

Personality Quiz

If you’re building a Personality quiz, you’ll associate each answer in your question with one of the Personalities you created earlier by selecting it from the dropdown. You can select only one Personality for each answer.

Knowledge Quiz

If you’re building a Knowledge quiz, you’ll identify the correct answer(s) for your question by checking the checkbox. There can be multiple correct answers for each question.

Submit Button

To edit properties of the Submit button, click on the gear icon to access the options.

In the modal window that pops open, you can customize the submit button text, the message that displays while the quiz is submitting, and add any custom CSS classes you might want to style the element in your stylesheets.

The Leads section allows you to configure how your embedded lead form will appear and behave in your quiz. When Leads are enabled, they allow you to collect information from users such as names and email addresses.

If a lead form is embedded in a quiz, it looks a little something like this:

In the example above, we have chosen to include the Email Address, Name, and GDPR fields and have set the lead to appear just before the quiz results.

All leads form data can be accessed in the Submissions tab for the associated quiz.

Check out the video below for more information.

Capture Leads

You can edit your lead capture by changing the following aspects that are discussed in the sections below:

• Lead generation form
• Form Placement
• Skip Form

Lead generation form

We have provided a default lead generation form for your convenience but this can easily be edited. Click on the pencil icon to jump to the Forms tab where you can customize the lead form in the same way that you would any other form generated with Forminator.

This lead form will not show up under your Forms tab like your other forms, as it is internally linked to the quiz and is not a standalone form. You will also notice that the Email Notifications and Integrations of the lead form will not be editable. This is because they are shared between the lead form and the parent quiz. The Email Notifications and Integrations can be edited for both in the configuration module for the quiz.

Form Placement

Choose whether you want the embedded lead form to appear at the beginning of your quiz or before showing the results.

Skip Form

Enable this feature if you want to give participants the option to skip your lead form. If this is enabled, you can customize the link text to better fit your quiz.

Options in this section are identical for both quiz types.

Design Style

Select the base style you’d like for your quiz. You can further customize it with the options below.

Colors

By default, your quiz will inherit your theme colors, but you can completely customize every part of it by clicking on the Custom tab which will allow you to edit colors of your Quiz, Answers, Buttons, Results and Social Share icons.

Click on any element you wish to customize and enter the color hex code for the option you wish to customize, or click the Select button to use the handy color-pickers.

Fonts

By default, your quiz will inherit your theme fonts, but you can completely customize every part of it by clicking on the Custom tab which will allow you to edit the fonts for your Quiz, Answers, Buttons, Results and Social Share icons.

Click on any element you wish to customize and select the font family you wish to use for that element, then set the font-size and font-weight if desired.

Layout

Answers

• List – Select this option to have each of your quiz answers appear stacked one on top on the other in a list format.
• Grid – Select this option to have your quiz answers appear in a grid format.

If you select the Grid option, you can specify the number of columns per row that the answers should display in. Note this only affects devices with screens greater than 782px in width; on smaller screens, the answers will stack in list format by default.

Quiz Alignment

Set the overall alignment of your quiz to left, centered or right. Note this option affects everything inside the quiz container: title, description, images, questions and answers, buttons, and social share message.

Quiz Container

Here, you can customize various aspects of the quiz container’s appearance.

• Padding – Optionally add padding to any side of the quiz container to give things a bit more breathing room if needed.
• Border – Add a border if you wish and adjust the corner radius, border thickness and style.
• Spacing – Allows to adjust the spacing between quiz questions using the default presets, or enter your own custom spacing value in pixels.
• Maximum Width – Select full-width to have your quiz fill the available width of the container it displays in, or set the maximum width you want your quiz to display at. Note that your quiz width will automatically adjust on mobile devices with screens smaller than the max-width you set here and will not bleed off the screen.

Custom CSS

If you wish to customize the appearance of your quiz beyond what is available in the above options, you can enable the Custom CSS option and have at it. A number of preset buttons are available at the top to help you quickly add the CSS selectors you need for those elements. For any other elements you want to target, you would need to use your browser’s developer tools to locate the needed selectors.

Options in this section are identical for both quiz types, except for Results and Messages options, which only appear in a Knowledge Quiz.

Results (Knowledge Quiz only)

Display Method

There are two ways to display results to users when they select answers in your quiz:

• Real Time – Displays the correct answer immediately when they make their selection for a question.
• On Submission – Displays the correct answers for all questions only once the quiz is submitted.

If you select the Real Time method, your users will be able to select only one answer to a quiz question, even if you have set more than one correct answer for that question.

You can also optionally choose whether to show a loading spinner when a user selects an answer. This is recommended on long quizzes as it may take a bit longer to evaluate an answer.

If you select the On Submission method, your users will be able to select multiple answers for each of your quiz questions.

Messages (Knowledge Quiz only)

• Correct Answer Message – This message appears when the user has correctly answered a question.
• Incorrect Answer Message – This message appears when the user selects an incorrect answer.
• Final Count Message – This message appears at the end of the quiz, at the bottom, with the final count of correct answers. You can even take your quiz to the next level by adding some shortcode here. Embed WooCommerce product recommendations, a poll, or whatever else you may want.

Social Sharing

Enable this option if you want to allow the quiz participants to share their results on social media. Shared results will include a link back to the user’s quiz results on your site.

You can enable any of the following social media platforms:

• Facebook
• Twitter
• LinkedIn

Rendering

• Load quiz using AJAX – Enabling this option will load the quiz via Ajax after the page itself has loaded, effectively speeding up the page load, and can help avoid page cache issues.
• Prevent page caching on quiz pages – Enable this option to disable page caching on any page that contains this quiz.

Options in this section are identical for both quiz types.

This section allows you to choose whether an email is going to be sent after a visitor submits a quiz. If enabled, you can customize the following email elements:

• From Name
• From Address
• Recipients
• Reply To Address
• CC & BCC Addresses
• Subject
• Body

You can include various quiz parts and other data to the body of the email if needed. Click the Form Data button at top-left of the editor for the email body and select the appropriate placeholder, which will be replaced with the corresponding data in the email.

Options in this section are identical for both quiz types.

Third-party apps connected to Forminator will appear hear. Click the plus [+] icon next to any connected app to activate an app for the current quiz. The app will be authorized to collect data from the quiz submissions.

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

• Google Sheets
• Slack
• Trello
• Zapier

Options in this section are identical for both quiz types.

Data Storage

Your quiz submission data is stored in your site database, by default. Disable this storage with the toggle.

Be sure to configure alternate storage with a third-party integrated app before disabling local storage if you do need to keep this data somewhere.

Privacy

To save your data in your database temporarily, you can specify when you would like the data to be auto deleted.

ForstressDB is a plugin centered around data privacy, security and speed. It is especially useful for protecting sensitive information and being able to display data on your site efficiently.

To start, make sure you have activated the FortressDB plugin on your site and logged into your account.

You will notice that FortressDB appears under Applications in the Integrations tab for Forminator. If the login to FortressDB has not been completed, it will appear under Available Apps with the plus icon to the right.

If you click the plus icon, a pop-up message will indicate that it is not connected properly and will provide a link to the FortesssDB plugin login page.

Once the FortressDB login has been successfully completed, it will appear under Connected Apps with the gear icon for configuration.

FortressDB does not require any further configuration. To connect a form to FortressDB, you need only go to the Integrations tab of the specific form where you’ll see FortressDB in the Connected Apps section of the list. Click the plus icon to open the integration options and click Connect.

The form will then be connected to FortressDB and a table will be created under Secure Forms in the FortressDB plugin for data pertaining to that form.

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

Go to your MailChimp account, click on the Audience icon, and then on the Audience dashboard tab.

From there, click on the Current audience dropdown menu, or if you have one audience, click on the Manage audience dropdown. With whichever menu is relevant to your setup, select View audiences.

Then click Create Audience in the top righthand corner.

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

Once the Audience is created, create the necessary input fields, using Audience fields and Merge tags, so Forminator can send your inputted data to those fields in MailChimp.This is found under the Settings dropdown menu, in Audience fields and *|MERGE|* tags.

Add the same fields (and types) that you have in your Forminator Form. The Email field is the only field that is required. Name fields are also 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.

Now to get MailChimp integrated with Forminator, go to the main Integrations screen in Forminator and click the [+] icon for MailChimp.

In the new pop-up window, whilst logged in to your MailChimp account, click here so you can get your API Key.

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

Once done, click on the Connect button. You have now created a connection to your MailChimp account.

To connect a form to your MailChimp account, you need only go to the Integrations tab of the specific form where you’ll see MailChimp in the Connected Apps section of the list. Click the [+] icon to open the integration options.

In the new pop-up, choose your desired Email Audience (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 so you can match and assign the fields.

On the left side you can see the fields present in your selected MailChimp Audience 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 Audience :)

Using Campaign Monitor as your email marketing service? Let’s quickly go through how can you connect your Form to it. Click the [+] icon for Campaign Monitor.

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:

Once done, click on the Connect button. You have now created a connection to your Campaign Monitor account.

To connect a form to your Campaign Monitor account, you need only go to the Integrations tab of the specific form where you’ll see Campaign Monitor in the Connected Apps section of the list. Click the [+] icon to open the integration options.

In the popup that appears, name your connection (put any name you wish as this is just for you):

Once the connection is made, click 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 at Campaign Monitor.

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

To connect your Forminator Form to ActiveCampaign, click the [+] icon for ActiveCampaign.

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

To get those credentials, log in to your ActiveCampaign 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. You have now created a connection to your Active Campaign account.

To connect a form to your Active Campaign account, you need only go to the Integrations tab of the specific form where you’ll see Active Campaign in the Connected Apps section of the list. Click the [+] icon to open the integration options.

In the popup that appears, you will be asked to create a name for your Integration. Enter a name and then click Next.

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:

Now you need to match fields, in order for your form data to populate your chosen ActiveCampaign list. Take note that only the email address field is required by ActiveCampaign and the rest are optional. Match the fields and then click Next.

This will bring up the Additional Options pop-up where you can configure additional options for your ActiveCampaign integration. Let’s go through those 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 ActiveCampaign 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.

Forminator includes integration with Zapier so you can leverage all the additional integrations that service has to offer.

To enable Zapier integration in Forminator, click the [+] icon for Zapier.

Then click the Activate button to complete the initial integration.

Now to connect a form to Zapier, you need only go to the Integrations tab of the specific form where you’ll see Zapier in the Connected Apps section of the list. Click the [+] icon to open a pop-up where you need to enter your 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 Customize Request by pressing on the Continue button. This will lead you to the Find Data step with Test Your Trigger:

Copy the generated URL you see on that screen and paste it into your Forminator Form Webhook URL field (we mentioned at the start) and then press Save there. The click the Test Trigger button in your Zapier account.

Once you get a Success message, click Continue, then choose a sample Request and hit Continue:

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

See below for instructions on how to integrate Forminator’s GDPR field in your Hubspot static list.

Begin by clicking the [+] icon in the HubSpot row to open the authentication popup.

Click Authenticate to connect to the HubSpot login screen.

Enter your login credentials and click Log In to complete the connection process. If you are logged in to HubSpot already, you will not see the Log In screen. The app will connect and you will see the HubSpot Connected popup.

The HubSpot Connected screen will appear when the app successfully connects to your site.

To connect a form to your HubSpot account, you need only go to the Integrations tab of the specific form where you’ll see HubSpot in the Connected Apps section of the list. Click the [+] icon to open the integration options.

You’ll first be prompted to optionally select a static list to which to add the contact. Leave this blank if you just want to create a contact at HubSpot without adding it to any list.

Then map the Forminator form fields to those in your HubSpot contact list. Click the Forminator Fields drop-down menu to reveal the form fields you can include. Add the fields you want to use and click Continue.

On the next screen, optionally enable Create a HubSpot ticket for each submission to do exactly that. Then click Activate.

A success notification will appear confirming you have successfully activated HubSpot for this form.

Forminator will now add the contact information gleaned from every form to your selected Hubspot list.

GDPR integration

If you are using a GDPR field in your form, and need to have a corresponding entry for each contact in your Hubspot list, here’s how to configure that in your Hubspot account.

First, go to Settings > Properties in your Hubspot account, and search for the “Legal basis for processing contact’s data” property.

Click on that property to edit it. In the modal that pops open, click + Add an option at the bottom. Give your new custom option any recognizable name you want, but be sure the value you enter for it is: true. Then click Save.

Next, back on the Properties screen, you’ll want to ensure that property is assigned to the Contact Information group. Hover your mouse over that property and click the More button, then select Move to Group.

In the modal that pops open, select the Contact Information group, and click Save.

Then, to get your custom GDPR entry to show up in your list, go to Contacts > Lists and click to open the Static List you’re using for your Forminator form. Select Edit Columns from the Actions menu at top-right.

In the modal that pops open, search for the “Legal basis for processing contact’s data” property, and check the box next to it to add it to the available columns on the right. Drag & drop to move that column to your preferred position in your list and click Save at the bottom of that modal.

Now, whenever a user submits a Hubspot-connected form with a GDPR field, you’ll see your custom entry in your contact list for that user.

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. Click the [+] icon for Google Sheets.

This will bring a new popup window where you need to put in your Google Client ID and your Client Secret code. Click the Guide to generate credentials link to jump to the technical document (this document) for a guide to creating your credentials.

To get those, go here and create a new Project.

Name your project and then click the Create button.

Once you’ve created your project, go to APIs & Services/Dashboard.

Select your project and then click Enable APIs and Services.

Find and enable Google Drive API and Google Sheets API.

Now go back to APIs & Services, and click on OAuth consent screen. If you’re a GSuite user and want this app to be restricted to users within your organization, select the Internal option here. For all other cases, select External. Then click the Create button.

The following screen is where you’ll enter the info that appears on the consent screen when authorizing the app. As you will be the only one authorizing it for integration with Forminator, you only need to fill in the following required fields:

• App name – enter any name you like
• User support email – use the same address as the Google account you’re logged-in with
• Developer contact email – same as above

Then click +Add Domain and enter your site’s domain name in the Authorized Domains section. Click Save & Continue.

Ignore everything on the Scopes and Test Users screens, and simply click the Save & Continue button on each of those. Then, on the final Summary screen, click the Back to Dashboard button at the bottom.

On that next screen, click the Publish App button, then the Confirm button in the little modal that pops up.

Next, click on the Credentials tab and, in the +Create Credentials dropdown, select Oauth client ID.

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

You’ll find the Forminator redirect URL you need to copy in the instructions section of the Google Sheets integration pop-up in your site admin.

When you click the Create button, a popup will appear where you’ll see the Client ID and the Client Secret we mentioned at the beginning.

Copy those and paste them in the corresponding fields on your site and click the Next button.

You’ll then see “Connect Google Sheets” appear in the popup; click the Authorize button there.

That will open a new tab where you’ll be prompted to log into your Google account (the same Google account you were logged into to create the above creds). In case you see an alert that the app isn’t verified, just click on Advanced and then on the site name you connected this to (“unsafe message”) and then Approve:

Click the Allow buttons in the next options of the authorization steps and, once that’s done, click the Close button in the popup in your Forminator Integration settings.

Now that the integration with Forminator is complete, let’s connect a sheet to a form. Go to your desired form, click Google Sheets integration and, in the new pop-up screen, enter a name for this connection and click Next.

On the next screen in the popup, you can optionally enter the Drive Folder ID where you’d like your Google sheet to be created and stored. The folder ID would be only the part after /#folders/ in the URL.

For example, from this folder URL – https://drive.google.com/#folders/0B6GD66ctHXdCOWZKNDRIRGJJXS3 – the Directory ID would be only 0B6GD66ctHXdCOWZKNDRIRGJJXS3

If you do not specify a Drive Folder ID here, your spreadsheet will be created in the root/home directory of your Drive.

Then enter a name for your spreadsheet in the popup and click Create.

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!

To get started, click the [+] icon for AWeber.

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, click the Allow Access button. You’ll be redirected back to your site where you’ll see confirmation that Aweber is successfully connected. Click the Close button to continue.

To connect a form to your AWeber account, you need only go to the Integrations tab of the specific form where you’ll see AWeber in the Connected Apps section of the list. Click the [+] icon to open the integration options.

The first step is to 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, click the Next button to match your Forminator form fields with your AWeber fields. Take note that the only required field is the Email Address and all other available fields are just optional. Once done, click Next.

The Additional Options step 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.

• Ad tracking – Will label subscribers based on how they signed up. You can use the pre-defined value, one of the Forminator form field data or custom values. See what is ad tracking in AWeber.
• Tags – You can also use Forminator form fields values or any custom text for your tags. In case you want to use the tag to add the subscriber to your AWeber campaign follow the guide here.

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:

Slack is a team communication tool and stands for Searchable Log of All Conversation and Knowledge.

To begin, click the [+] icon in Forminator for Slack integration.

The Setup step is where you need to enter the Client ID and Client Secret for your Slack integration.

To get those needed credentials, you need to sign in to Slack in your browser. You can not complete the setup through the Slack app.

Once you’re signed in to your Slack workspace, go to Slack API to create a new Slack App. Fill out the App Name and choose your workspace from the Development Slack Workspace dropdown.

After you click the Create App button, scroll down the page to find the App Credentials section.

Copy and paste your Client ID and Client Secret into the corresponding fields in your Forminator Integration Setup screen.

Next copy the Redirect URL from the Forminator Setup screen. Go back to your Slack App settings and go to Features > OAuth & Permissions > Redirect URLs section.

Click the Add New Redirect URL button, enter the URL you copied from the Forminator setup step and click the Add button. Then click Save URLs.

Then go back to the Forminator and click the Next button. You will need to authorize Forminator to connect with Slack.

You will be redirected to Slack to allow your app (my app’s name is Forminator in the screenshot below) to access your Slack workspace.

You’ll receive a success message once you press the Authorize button.

Now that we’ve connected to Slack, we need tell our form where to send a notification in Slack.

Navigate to your form and go to the Integration section. Select Slack from the Integrations list and enter a name for your integration.

When someone fills out your form, Forminator will send a message to Slack. You need to decide where you would like to send that message; to a public channel, private group or DM channel so the right person will be notified.

Then you need to specify which public channel, private channel or who you would like to send a direct message to.

Then you’ll finish up by formatting the message. You can even insert the data your form collects in the Slack message with the plus icon.

When you’re finished click on the connect button. That’s it!

To get started, click the [+] icon for Trello.

This will bring up the authorization pop-up, so just click the Authorize button to proceed.

A new browser tab will open, asking for your permission to connect your site with your Trello account. If you are not yet logged into your Trello account, you’ll see the login option first. Once logged in, click Allow.

You’ll then be redirected back to your site where you’ll see confirmation that Trello is successfully integrated with Forminator. Click the Close button to continue.

To connect a form to your Trello account, you need only go to the Integrations tab of the specific form where you’ll see Trello in the Connected Apps section of the list. Click the [+] icon to open the integration options.

Set up a connection name which only identifies the connection within a form.

Choose which Trello board you want the cards to be added to. If no board is found, you’ll be prompted to create one first.

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 click the Save button to complete the integration. In case you do want to customize your card, let’s see what each field does.

• 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 [+] icon. On top of that, you can add Trello flavored markdown.
• 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.
• Due Date – Use the date-picker feature to select a due date.
• Card 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.

Connect Forminator to your custom built apps using our full featured API.

Akismet is the de-facto spam-protection plugin that comes bundled with WordPress by default. When Akismet is activated, Forminator will detect its presence automatically and integrate its spam features under the hood.

That means that if any form submission on your site meets Akismet’s spam protection criteria, it will be quietly flagged as is_spam in the wp_frmt_form_entry table of your site’s database, and will not appear in your Submissions list.

Disable Akismet integration completely

If you wish to disable this integration but still keep Akismet active on your site, to protect your post comment forms for example, there is a filter you can add either to your active theme’s functions.php file or a custom mu-plugin.

add_filter( 'forminator_akismet_is_spam', '__return_false', 10, 3 );

Disable Akismet integration for selected forms only

If you wish to disable Akismet integration on a per-form basis, use this code instead, but change the form IDs in the array to the actual IDs of the forms you want to apply this to:

CleanTalk has included support for Forminator forms, making it just too easy to protect your forms from spam submissions.

To get started, install CleanTalk on your site. You can install either via Plugins > Add New in your site admin, or download it from wordpress.org here.

Once installed and activated, go to Settings > Anti-Spam by CleanTalk, and click the Get Access Key Automatically button at the top. That will create a free account for you at CleanTalk.

You’ll then see that the buttons at the top have changed. Click on the one that says Click here to get anti-spam statistics to go to your new account at CleanTalk where you can view and manage any form spam it catches.

As this is a new install, you won’t see any data there yet. But you can test the integration by submitting your Forminator form with this test email address that will be automatically added to your blocklist there: [email protected]

To customize or edit the list of blocked email addresses or domains in your CleanTalk account, click the Personal Lists link under your domain name.

As this is a free account automatically created for you by the plugin, you’ll be prompted to login with your username & password. That will have been sent to you automatically at the admin email address you have set in your site’s Settings. Check that email for the needed password.

Once logged in, you’ll see all the data for any blocked spam submissions. You can customize the criteria for spam blocking by adding filters to your list. Click the Add new filter button to get started.

See CleanTalk’s blacklist documentation for more information on customizing your lists.

Forminator integrates with the E2Pdf plugin which enables you to easily create PDF documents from your form submissions. Check out the video walkthrough below, or follow the written directions to set up your integration.

To get started, install either the free or pro version of E2Pdf. You can install the free version either via Plugins > Add New in your site admin, or download it from wordpress.org here.

Once installed and activated, click on the E2Pdf menu item in your admin menu. Then go to Settings > Extensions in that plugin’s options panel, and ensure that the Forminator option is not disabled.

Creating your PDF

To create a PDF for submissions from a Forminator form, go to E2Pdf > Templates, and click the Add New button.

In the modal that pops up, select Forminator from the available options in the Extension dropdown. Then from the Item options, select the form you want to use to create your PDF. Adjust other formatting options however you like in that popup; you can always edit them later.

Now you want to decide whether you want to create your PDF from scratch using only selected form elements, or if you want the plugin to create one automatically for you using all available elements from your selected form.

• Empty PDF – Click that button to create a blank canvas so you can add only the form elements you want.
• Auto PDF – Click that button to automatically add all available form elements to the canvas, and you can edit as needed.

Once you click either button, the popup will close, and you’ll have your PDF canvas all set up and ready to be customized.

If you had selected the Empty PDF option, or want to add more fields to an existing template, simply drag and drop them from the PDF Builder metabox on the right.

Double-click on any element in the canvas to edit its content, resize or move it. Right-click on any element to reveal additional options where you can map the PDF field to any other form field if needed.

There are numerous other formatting options in this plugin which we won’t get into here. If you need more info on available options and how to use them, check out the extensive documentation & FAQs on the E2Pdf website.

Integrating the PDF with your form features

To get your new PDF integrated with your form, there are a few shortcodes you can use depending on what you need. Once you have saved your PDF template, you’ll find all the available shortcodes for it in the metabox at the top-right of the E2Pdf Templates screen.

Click that Shortcodes button to reveal all shortcodes for your PDF. The ones we are most interested in for this integration are the attachment, download and view shortcodes. For example:

• [e2pdf-view id="1"] – Embeds the PDF wherever you want to display it.
• [e2pdf-attachment id="1"] – Creates an email attachment.
• [e2pdf-download id="1"] – Creates a simple download link you can embed anywhere, even in emails.

View Shortcode

The “view” shortcode can be included in the After submission Inline Message that can be displayed on your form page once the user submits the form. You’d probably want to disable the Auto-close option so the message and PDF remain on-screen.

The PDF displayed in the success message could look like this example marathon calculator form:

Attachment Shortcode

The “attachment” shortcode can be included in the email notification sent to the user who submits the form so they can view or download your PDF directly from the email.

That would generate a familiar PDF attachment in the email sent to the user:

Download Shortcode

The “download” shortcode simply creates a PDF download link. It can be useful as well to include in the success message that displays after the user submits the form, or in the email notification sent to the admin or user, or anywhere else you might want to include it. The link would look like the examples below:

Here you can adjust the number of forms, quizzes, and polls that display on the dashboard, configure your default email header and address, and choose how many items appear on the modules and submissions pages.

Dashboard

In the field provided, enter the number of forms, quizzes, and polls you wish to see on the dashboard, and select whether to display only published forms, only drafts, or both.

From Headers

In the Sender email address field, enter the default email address from which emails will be sent, and below that, the name you want to appear as the sender.

Pagination

Enter the number of forms, quizzes and polls to display on the main page for each, and do the same for the submissions listing page as well.

Form editor

Choose whether you want the settings modal to open automatically whenever you insert a field. This only applies when you insert one field at a time.

Click Enable High Contrast Mode to increase the visibility and accessibility of Forminator elements and components to meet WCAG AAA requirements. When enabled, High Contrast Mode only affects elements within the Forminator UI.

Uninstallation

Select whether to Preserve or Reset settings and data when the plugin is uninstalled.

Reset Plugin

Need to start over with a fresh install? Click the Reset button to return Forminator to its default state.

Remember to click Save Changes after adjusting Forminator data settings.

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.

Forminator supports three reCAPTCHA versions: v2 Checkbox, v2 Invisible and v3.

To get set up, go to Forminator > Settings > Google reCAPTCHA.

In a separate window, go here to register your site.

You’ll need to do the following:

1. Add a Label, such as Forminator Form
2. For reCAPTCHA type, select the version you wish to use
3. For Domains, enter your site domain where the form is located
4. Accept the Terms of Service
5. Hit the Register button

From the next step, take your Site Key, your Secret key and paste them into the appropriate fields on your site for the version you set up.

Once done adding your site key and secret key , choose your site language and a theme and push the save settings button.

If you set up the reCAPTCHA incorrectly, you’ll see an error message in the preview section informing you what went wrong so you can fix the setup.

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

Forms created using the Contact From 7 plugin can be imported to Forminator, as long as the form files exist on the same site.

Click All to import all Contact Form 7 forms, or click Specific Forms to see a list of available forms from which to choose.Then, click Begin Import to proceed.

Most field Contact Form 7 field types will work just fine in Forminator, but a small number will not. These include:

• Quiz Field – Forminator doesn’t have a built-in quiz field, however, you can enable Google’s reCAPTCHA v3 and Honeypot protection on your imported forms.
• ConstantContact – Forminator doesn’t integrate directly with ConstantContact. However, you can use Zapier integration to send your leads to ConstantContact.
• reCaptcha v3 – At this stage, Forminator can’t import your existing reCAPTCHA integration. You can set this up manually on your imported forms once they are transferred.
• Additional Settings – Forminator doesn’t support CF7’s additional form settings.
• Custom field IDs – Forminator creates a unique ID for each field, and the conditional logic relies on them. However, you can provide a custom CSS class for each field.

Forms Privacy

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.

IP Retention

Forminator will save IP addresses in your database. If you need to release this data (due to GDPR or any local law) you can customize the IP retention policy here.

Account Erasure Requests

Here you can choose what will happen to the submissions of a user you are deleting from your site (by using Tools/Erase personal data) if those submissions contain an email address. Retain Submission will leave all submissions of that user intact and Remove Submission will remove all submission from the user you deleted from your site.

Poll Privacy

Submissions Retention

Much like with forms above, you can choose to auto erase all poll submissions after a certain period.

IP Retention

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 in 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.

Quiz Privacy

Submissions Retention

Here again, just like with forms and polls above, you can choose to auto erase all quiz submissions after a certain period.

Forminator supports both Stripe and PayPal online payment processing platforms.

Connect to Stripe

To connect your Stripe account to Forminator, click the Connect to Stripe button.

You’ll be prompted to enter your Test and Live API keys in the modal that pops open.

To get the needed keys, click the here link in the feature description at the top. That link will redirect you to the API Keys page in your Stripe account once you log in if you’re not already.

Copy the Live publishable and secret keys from your Stripe account, and paste them in the corresponding fields in the Forminator popup.

You’ll then need to get the Test publishable and secret keys as well; Forminator requires both sets. To get the Test keys, click the View Test Data link near the bottom of the left sidebar in your Stripe account. Then copy the same keys from the same place on that page.

Be sure to paste the Live keys in the Live fields, and the Test keys in the Test fields, then click the Connect button. Once connected, you’ll see your Stripe connection info appear to confirm, and you can set your Default Currency for Stripe payments.

Once this setup is completed, you can add the Stripe payment field to any of your forms.

Connect to PayPal

The setup for PayPal payments is very similar to Stripe above. Start by clicking the Connect to PayPal button.

You’ll be prompted to enter your Sandbox and Live keys in the modal that pops open.

To get the needed keys, click the here link in the feature description at the top. That link will redirect you to the My apps & credentials page in your PayPal developers account. If you are not already logged in there, you’ll be prompted to do so; just log in with your regular PayPal credentials. You should then see one or two default Sandbox accounts provided by PayPal.

Click on the name of a Sandbox account to open the credentials page, then copy the Sandbox Client ID and Secret from your PayPal account, and paste them in the corresponding fields in the Forminator popup.

You’ll then need to get the Live Client ID and Secret as well; Forminator requires both sets. To get the Live keys, to the My apps & credentials page in your PayPal developers account. Then click the Live toggle at the top, and click the Create app button to create a live REST API app if you haven’t already.

Get the live Client ID and Secret keys the same way as the sandbox ones: click the name of your app and copy them from the next page. Then paste those keys in the corresponding fields in the Forminator popup.

Once again, be sure to paste the Live keys in the Live fields, and the Sandbox keys in the Sandbox fields, then click the Connect button. Once connected, you’ll see your PayPal connection info appear to confirm, and you can set your Default Currency for PayPal payments.

Once this setup is completed, you can add the PayPal payment field to any of your forms.

The user roles feature allows you to manage your users’ ability to configure Forminator by offering a manage_forminator capability. This means that you can give certain users access to all of the behind-the-scenes Forminator settings without needing to grant them full admin access to your site.

Firstly, you will need to install and activate a user role editor plugin to be able to customize these user capabilities. We recommend using User Role Editor but it is really up to your own preference.

If you are using User Role Editor, navigate to Users>User Role Editor from your admin dashboard.

Under all of your available capabilities, you should see manage_forminator. This is the capability that you can either add to existing roles or create a new role around – which will give users with that role full access to manage Forminator. If you are new to User Role Editor and would like some more guidance on how to navigate through the plugin, you can check out the official documentation here.

Note that it is possible that the manage_forminator capability does not immediately appear in the list. In that case, you can add it by clicking the “Add Capability” button on the far-right of the User Role Editor plugin interface. Then, in the little modal that pops open, add it and click the “Add Capability” button there to confirm that action.

Once you have set up a role that includes the manage_forminator capability, you can simply apply that role to your desired users as per usual. In the example below, a user role called Forminator Access was created which included the manage_forminator capability.