Privacy Policy Information

Upon activation or when certain features are configured, this plugin may add cookies to the user’s browser, store personal information in your database, or integrate with 3rd-party applications. You may need to disclose this information to your site visitors. For details, see Our Plugins in our privacy policy documentation.

This guide explains how to use our Forminator form builder plugin to create interactive forms, polls, and quizzes.

Once Forminator is installed and activated, refer to this guide for help configuring and managing the plugin. Use the Index on the left to quickly locate usage guidance on specific features.

If you haven’t installed Forminator yet, then visit the Forminator Pro page where you can explore the plugin’s many features and sign up for a free trial membership.

INCLUDED WITH EVERY WPMU DEV HOSTED SITE

Every WPMU DEV hosted site comes fully loaded with Pro versions of the following plugins automatically installed for you: Smush, Hummingbird, Defender, SmartCrawl and Forminator. Not hosting with us yet? Check out our Hosting page to see if we might be a good fit for your projects.

Recommended Reading

If you are just starting out with Forminator, you may want to familiarize yourself with all of its features. Read our blog on how to Get the Most Out of Using Forminator for a quick run-through of how to take advantage of everything that Forminator has to offer.

Quiz Pagination, Bulk Editing, and More

Forminator just got more quizzical with new pagination for quizzes, image support for Checkbox and Radio fields, and bulk editing and CSV upload options for Radio, Checkbox, and Select fields. Check out our blog post on Forminator’s new advanced features for a complete overview.

The video below is a timely example of how easy it is to use Forminator to create a COVID-19 track & trace form. You can also read all about creating a form like this in this blog article: Create a Free Track and Trace COVID-19 Form for Businesses with Forminator

The Dashboard consists of the Overview and Quick Access panels. Admins, particularly those managing multiple sites, can use the Dashboard to quickly assess the status of active forms, polls or quizzes, and to create new ones.

Click View Documentation to access the Forminator documentation.

Overview

The Overview panel provides a snapshot of the site’s active forms and submissions:

  • Active Modules – Shows how many of Forminator’s modules are active, currently.
  • Last Submission – The date and time that the last form, poll, or quiz was submitted.
  • Submissions – The total number of submissions for each form type.

Dashboard overview

Quick Access

The Quick Access panels are, naturally, the quickest way to analyze and modify any Forminator form. They are designed to make key data and the editing screens readily available.

Each panel includes a publication status indicator (published forms are indicated with a blue dot) and links to each form’s unique stats and editing screens. Click Create within any Quick Access Panel to begin creating a new form, quiz, or poll.

Quick access

The Forms tab is where forms are created and managed. It consists of an Overview panel and a list of all the forms that exist on a site, both draft and unpublished.

NOTE

This section explains the basics of building forms and configuring fields. For detailed guidance regarding a specific field type, see the Forminator Fields walkthrough section below.

Overview Panel

The Forms tab Overview Panel displays the number of active forms, the date/time of the last submission, the number of submissions of this form type during the past 30 days, and the name of the form with the most submissions. Use the search bar to search for a specific form.

Forms overview

As always, the View Documentation button is there if you need to access Forminator’s usage documentation, and the Import button if you have a Forminator form from another site you wish to add to this site. Click the Import/Export tab in the index of this guide for more detailed Import/Export guidance.

Form List

Several tasks can be accomplished from the Forms tab dashboard using the features available in the form list. Note these same features are accessible for every form on the main Forminator Forms page as well.

Form statistics in Forminator

The information and features available for each listed form include:

  • Title – The name of the form.
  • Draft/Published – The form’s current status. Draft Forms are not available to the public until they have been published and inserted into a page or post using shortcode.
  • Last Submission – The last day or time a published form was submitted.
  • Edit – Click Edit to access the form editor for the selected form.
  • Admin features (Gear icon) – Clicking the gear icon opens a drop-down menu that contains the following admin features:

Form options in Forminator

  • Preview – Click to see a Preview of the form in a popup window.
  • Copy Shortcode – Copy the shortcode, then paste it into any page or post where you want the form to appear.
  • Publish/Unpublish – This will publish draft forms, or conversely, revert published forms to draft status.
  • View Submissions – View the submission data for the respective form.
  • Duplicate – Click to copy an entire form and all its settings. The duplicate form will appear at the bottom of the list.
  • Reset Tracking Data – Click this to reset the user views and conversions data for a form, which only affects form data. User information collected for marketing purposes will not be affected.
  • Export – Click the link and Forminator will display the form in code that can then be copied and pasted into the Forminator import tool on any site.
  • Delete – Click to delete a form forever.

Form Stats

Click anywhere in the row of any form to access that form’s performance data, including an interactive line graph illustrating activity involving the form during the past 30 days. The stats panel also displays:

  • Last submission – The last day or time a published form was submitted.
  • Views – How many visitors have viewed the a specific form.
  • Submissions – The number of times users have completed and submitted a specific form.
  • Conversion – The percentage of users who submitted a form relative to the total number who viewed it.
  • Fields – The number of fields included in the form.

4.2.1 Creating a Form

Link to chapter 2

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.

DIVE INTO PAYMENT FORMS

If you’re looking to jump right into creating more advanced forms, read our Create an Easy Payment Form with Forminator blog. This is a detailed walk-through on how you can combine multiple fields in your forms to create a top-notch payment form, for free.

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 .

Create a new form in Forminator

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.

Select template for new form in Forminator

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.
The Perfect Contact Form

For some valuable tips on creating professional contact forms using Forminator, read our Creating the Perfect Contact Form blog.

  • 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.

Enter name of new form in Forminator

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.

create form insert fields button

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.

draft status for form

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

published status for forms

4.2.2 Registration and Login Forms

Link to chapter 2

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.
IMPORTANT

Forminator’s Registration and Login templates were designed to allow admins to place those forms anywhere on a site, and do not automatically replace the default WordPress screens.

Registration Template

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

Select template to create a custom registration form in Forminator

Name the form and click Create.

Name your custom registration form in Forminator

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.

Set minimum password strength in Forminator registration form

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.

Customize error messages in Forminator registration form

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 registration tab

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.

Default Meta Keys

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.

Map form fields to user profile meta in Forminator registration form

Note that the Password setting here has an option to assign an Auto Generated Password to users who sign up through your form. If you select that option, you’d want to delete the Password field from your form if you still have one in there, as it would serve no purpose and would likely confuse your users. A notice will appear to remind you of this if you select that option.

Password options for registration forms

If there is no Password field in your form, or if you have already removed it, a notice will appear here to remind you to add one if you want your users to be able to set their own passwords.

Password options for registration forms

User Role

You can choose to assign the same user role to all users, or conditionally assign roles based on user input in your registration form.

Assign role to user registration

  • Fixed Role to All – Select this option to assign the same role to all users who signup.
  • Assign Role Conditionally – Choose this option if you want to assign a user role based on user input.

As an example, let’s say you have a checkbox field in your registration form with Yes/No answers to a question like this: Will you be submitting content to this site?

You could set this up to assign the Subscriber role to users who select No as their answer to that question, and assign the Contributor role to users who select Yes.

To assign another role based on a different condition, click the Add User Role button at the bottom.

Assigning role conditionally in user registration form

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.

Create custom user meta keys in Forminator registration form

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.

Enable site creation in Forminator 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.

Select user account activation method in Forminator registration form

Note that if you have enabled the option to assign an Auto Generated Password to users who sign up through your form, you’ll want to keep the Activation Email setting to Default so the needed notification emails can be sent to the user.

Additional Settings

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

Additional settings in Forminator registration form

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.

4.2.3 Appearance (Forms)

Link to chapter 2

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.

Default form style in Forminator

Flat form style in Forminator

Bold form style in Forminator

Material form style in Forminator

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.

Customize colors in Forminator forms

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.

Customize fonts in Forminator forms

Form Container

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

Form container options in Forminator

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

Form container options in Forminator

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.

Add custom CSS to Forminator forms

4.2.4 Behavior (Forms)

Link to chapter 2

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

Submission Behavior

After Submission

Configure what happens upon form submission. Select from the following options:

  • Inline Message – Displays a custom “Thank You” message to the user.
  • Redirect user to a URL – Redirects the user to a certain page, e.g., example.com/thank-you.
  • Hide form – Hides the form element from the user.

Control form submission behavior in Forminator

If you select Inline Message, submitted form data can be included in the custom message by clicking the Add form button and selecting from the list of merge fields. For example, the following message includes the merge tag {user_name}, representing the username of a logged in user:

Hi {user_name}, thank you for contacting us!

Accordingly, the message displayed to a logged in user upon form submission would read as “Hi John Smith, thank you for contacting us!”.

See Form Data below for more information about merge fields.

You can also redirect a user to another page on your site or on a different site. Enter the Redirect URL of the page you want users to land on after submission, and select from the available Redirection Options:

  • Redirect on the same tab
  • Redirect on new tab and show thank you message on form page
  • Redirect on new tab and hide form on the form page

Redirect user after form submission

Note that if you have created a user registration form, and have a custom login slug set by some other plugin (the Mask Login feature in Defender for example), you’ll want to manually adjust the login link that may appear in your After Submission messages here so it points to your custom slug.

Dynamic redirects after submission

The [+] icon at the far right of the Redirect URL field enables you to use form data in your URL via merge tags. This can be very useful if you need to redirect users to different pages depending on a selected option in your form.

For example, let’s say you have a select field in a quote request form where users specify the product category they’re most interested in. You could set a different URL as the value in each option in your select field.

If you then add that selected merge tag to the Redirect URL field here, your users can be redirected to those specific product category pages on your site after they submit your form.

Dynamically redirect user after form submission

Note that dynamically redirecting like this also works just fine when pre-populating form field values. This means that you can redirect to different URLs based on user input, and pre-populate new forms at those URLs with data from the form they just submitted.

To follow along on the previous example, users who submitted the quote request form could be redirected to the page of the product category they’re most interested in, with their name & email address (or any other data from the form) already entered in a newsletter optin like “Want our best [category] deals delivered weekly to your inbox? Just click Yes!”

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.

Select submission method in Forminator forms

Validation

Lets you choose your validation method.

Field validation options in Forminator

  • 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.

Auto-fill form fields in Forminator

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

Security

This section allows you to protect your form.

Form security options in Forminator

  • 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 Akismet spam protection – If you are using the Akismet plugin on your site, you can enable this option, and select to either fail any submissions that Akismet detects as spam, or simply mark them as spam. Selecting the Fail Submissions option would display a customizable message to the user, and Mark as Spam would log them in your database but they would not appear in your Submissions list.
  • 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.

Set form to expire after certain number of submissions in Forminator

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).

Set form to expire on specific date in Forminator

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.

Form rendering options in Forminator

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.

4.2.5 Email Notifications (Forms)

Link to chapter 2

Email notifications can be configured in the form’s Email Notification tab, enabling custom emails to be sent to admins or users upon form submission, with emails routed based on form data. By default, an Admin Email notification is added when a form is created, though it can be edited or deleted as desired.

To add an email notification, click Add Email Notification.

Form email notifications

Form Data

Form data can be included in your notification email subject and body, as well as in various other text fields, through the use of merge tags.

Merge tags can be inserted for any required or optional fields in the form in addition to the following pieces of form data:

  • Form Name – Use the {form_name} merge tag
  • All Form Fields – {all_fields}
  • All Non Empty Fields – {all_non_empty_fields}
  • Submission ID – {submission_id}
  • User IP Address – {user_ip}
  • Date (mm/dd/yyyy) – {date_mdy}
  • Date (dd/mm/yyyy) – {date_dmy}
  • Embed Post/Page ID – {embed_id}
  • Embed Post/Page Title – {embed_title}
  • Embed URL – {embed_url}
  • HTTP User Agent – {user_agent}
  • HTTP Refer URL – {refer_url}
  • User ID – {user_id}
  • User Display Name – {user_name}
  • User Email – {user_email}
  • User Login – {user_login}
  • Custom Value – {custom_value}
  • Query Parameter – {query} – Please ignore this tag as it serves no purpose for emails and will be removed from these options shortly.

Where supported, click any form data icon or [+] icon to select and insert available merge tags. Alternatively, you can type out the merge tag directly.

Form insert merge tag

For example, the following subject line includes the merge tags {submission_id} and {form_name}, representing the ID of the form submission and the name of your form respectively:

New Form Entry #{submission_id} for {form_name}

Accordingly, an email notification sent upon form submission would read as “New Form Entry #12 for My Form”.

You can also use standard HTML tags in the email body when editing in Text mode. However, just like when editing regular WordPress posts, some tags may be stripped out if you switch to Visual mode.

PRO TIP

If you would like email notifications to include all submitted form data, use the {all_fields} merge tag. To include only non-empty form fields, use the {all_non_empty_fields} merge tag.

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.

Edit email notification in Forminator form

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.

Edit recipients for email notifications in Forminator form

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.

Route Forminator form email notifications conditionally based on user input

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.

Advanced options for Forminator form email notifications

EMAIL LIMITATIONS

The options here cannot override the From Name or From Email if you have SMTP set up for your domain emails (using our Branda plugin or other plugin/method), or if your host has preconfigured these settings.

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.

Send email notifications conditionally in Forminator forms

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.

4.2.6 Integrations (Forms)

Link to chapter 2

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.

Available 3rd-party integrations for Forminator forms

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

Enjoy :)

4.2.7 Settings (Forms)

Link to chapter 2

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.

Disable data storage for Forminator form

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.

Adjust form submission retention time in Forminator

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.

Handling form submission data in Forminator when users request account erasure

Submission Files

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

File options when deleting form submissions in Forminator

4.2.8 Form Preview

Link to chapter 2

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

preview button

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.

4.2.9 Embedding Forms

Link to chapter 2

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.

published form shortcode

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.

Get form shortcode in Forminator

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.

Adding a Forminator form to a post in the Classic editor

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

Select Forminator form to add to a post in the Classic editor

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

Adding a Forminator form to a post in the Gutenberg editor

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

Select Forminator form to add to a post in the Gutenberg editor

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:

Adding a Forminator form with a widget

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).

Embed a Forminator form in a Hustle module

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

Select Forminator form to add to a post in the Classic editor

4.2.10 Pre-Populate Form Field Values

Link to chapter 2

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 Behavior 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.

Redirect to another form upon submission in Forminator

Then, you’ll need to add query parameters to the URL.

For example, to pre-populate a field in the 2nd form with an email address, add a question mark (?) to the end of the URL to indicate a query. Then, add the query parameter key to identify the pre-populated data, followed by an equals sign (=). This key can be any string of text, but use something relevant and recognizable, such as email:

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

Next, click the [+] icon to select and insert available merge tags, representing the pre-populated data. For example, to insert the date from the email address field in your form, select Email Address.

Set query parameters for redirect to another form upon submission in Forminator

See Form Data above for more information about inserted form data using merge fields.

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.

Pre-populate field value in Forminator form

Please note that certain terms are reserved by WordPress and it is not recommended to use them as query parameters in this feature as that may cause unexpected form behavior. See the full list of reserved terms here.

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

Example of pre-populating a field in one form with a value from another form.

4.3 Forminator Fields

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There are more than two dozen fields available in Forminator, each with a unique purpose. Many of the fields share configuration options, but some options are unique to a single field type. Those features are covered in the sections below.

Inserting Fields

To add a new field, click the Insert Fields button.

Add new field to Forminator form

A modal will pop open where you will be able to choose from a variety of different fields. You can select and insert multiple fields at the same time, if you wish. When ready, push the Insert Fields button.

Add multiple fields to Forminator form

Arranging Fields

Once inserted, fields can be dragged and dropped into place to establish the form’s basic layout.

By default, new fields will occupy one row. To organize your fields into columns, simply drag and drop a field into the same row as another field. You can add up to four fields to a single row.

Re-ordering form fields is a breeze with drag ‘n’ drop.

Editing, duplicating and deleting fields

Fields and all their settings can be edited, duplicated or deleted by clicking on the gear icon next to a field and selecting the corresponding option from the dropdown.

Edit, duplicate or delete fields in Forminator form

Duplicated fields are added to the end of the current form and you can drag them to where you need them.

Optional vs. Required fields

When adding a new field, or editing an existing one, you can specify whether or not the field is Required in the Settings tab. 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.

Set field as required in Forminator form

Each required field will have a in the form to visually denote to your user that the field must be answered).

Field titles appear with an asterisk when set to required in a form

Additional CSS Classes

You can set the Additional CSS Classes in the Styling tab in the field settings.

Here you can add a class to the field so you can add custom CSS (to add multiple classes, use a space to separate). This will help you, for example, separate one field from the others by adding some padding to it or to color a text of a certain field. Not a CSS expert but still would like to accomplish something like this? Contact support and our experts will always be right by your side.

Add custom CSS classes to Forminator field

Conditional Logic

Conditional Logic is a feature that lets you easily show or hide form fields based on how someone responds to other fields on the form. This will streamline your form, make it “appear” short (so you can display other fields when a condition is met for example) or create a customized form experience.

To add conditional logic rules, go to the Visibility tab and click on the Add Rule section.

Add conditional logic rule to Forminator form field

In the popup, choose whether or not you want the rule or rules to hide or show a field. If you have multiple rules you will need to specify if all conditions must be met or just one.

When you open a rule, you need to choose which field the condition will be using. Also, select the condition and the value of the field.

Conditional logic settings in Forminator form field

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

In this form, you want to create fields for someone to be able to enter links to their social media profiles. Instead of showing a bunch of fields for every social network, you’re going to create a checkbox with a list of social media profiles first, so if someone selects a field from the list, a field will appear so they can enter a link to their profile.

Conditional logic example in Forminator form field

To do this, I’m going to create a field for each social network and only show it if someone checks it off on my checkbox list.

After you create a field for a social network, go to the Visibility tab

Create field to show conditionally in Forminator form

We will show this Twitter field if someone selects the Twitter checkbox.

For the field, you will select What Social Media Networks do you use? Since that is the field that the condition takes into consideration. For condition we will choose having and choose Twitter from the value dropdown.

Set conditional display rules for Forminator field

Do this for the other social network fields, but instead of Twitter, enter the value that corresponds to the field.

Customizing the submit button

Below the form fields and the insert fields section, you can customize the behavior and label of the submit button for your form.

Customize Forminator submit button

Submit Button Labels

Button text: button message allows you to change the text of your submit button.

Error message: custom message when the form is not properly filled? Just enable the feature and enter your custom text here.

Customize submit button labels in Forminator form

Just like with fields, you can use Visibility to set conditional logic rules that will show or hide your submit button based on certain conditions.

4.3.1 Name Field

Link to chapter 3

Adds a name field to your form.

Add a Name field to a Forminator 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.

Using single name option for Forminator 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.

Using multiple name option for Forminator Name field

4.3.2 Email Field

Link to chapter 3

Adds an email field to your form.

Add an Email field to a Forminator form

Email Labels

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

Edit Email field labels in Forminator

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.

Edit Email field settings in Forminator

4.3.3 Phone Field

Link to chapter 3

Adds a phone field to your form.

Add a Phone field to a Forminator form

Phone Labels

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

Edit Phone field labels in Forminator

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.

phone field settings

4.3.4 Address Field

Link to chapter 3

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.

Edit Address field labels in Forminator

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

Edit Address subfield labels in Forminator

4.3.5 Website Field

Link to chapter 3

Adds a website field to your form.

Add a Website field to a Forminator 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.

Edit Website field labels in Forminator

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.

Edit Website field settings in Forminator

4.3.6 Input Field (Text input)

Link to chapter 3

Adds a single line text input field to your form.

Add an Input field to a Forminator 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.

Edit Input field labels in Forminator

Input Settings

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

Edit Input field settings in Forminator

4.3.7 Text Area Field

Link to chapter 3

Adds a textarea field to your form.

Add a Textarea field to a Forminator 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.

Edit Textarea field labels in Forminator

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.

Edit Textarea field settings in Forminator

4.3.8 Number Field

Link to chapter 3

Adds a number field to your form.

Add a Number field to a Forminator 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.

Edit Number field labels in Forminator

Number Settings

The Settings tab allows you to adjust various aspects of the Number field functionality, including value limits and formatting.

To force users to fill out the Number field, select Required. Otherwise, the field will be optional. 

To restrict the minimum and/or maximum values that a user can choose, enter a minimum and/or maximum value in the respective fields, and optionally set custom error messages for values beyond these bounds. Leave the fields blank to allow the user to choose any number, including a negative value.

number settings 1

Choose your preferred decimal separator from the Separators drop-down menu. To round the field’s value automatically, choose the maximum number of decimal places from the Round To drop-down menu.

Lastly, to pre-populate the field dynamically using a query parameter passed in your form URL, enter a query parameter key in the Query parameter field.

number settings 2

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.

Enable option in a Forminator Number field to use in calculations

4.3.9 Radio Field

Link to chapter 3

Adds a radio button field to your form.

Add a Radio field to a Forminator form

Radio Labels

Basic Options

Under the Labels tab, you can customize the Field Label and add an optional Description.

Radio field label options

Then, for each radio button option, you will need to input the option Label (that your users will see in the form) and its Value (this is what you will see in the form submission).

To do that, click the caret icon at the far right of any radio option to toggle it open and reveal the additional fields and settings for that option. Or click the Expand All / Collapse All toggle to reveal all settings for all options.

Expand/collapse all Radio field label options

To make any option pre-selected in your form, check the Selected box. Your site visitors will of course be able to change that selection when they fill out the form.

Radio field preset as selected

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

Add radio field option

Using Images

If you would like to use images in your radio options, check the Enable Images box. That will add an Upload Image button to each radio option.

You can customize the layout and label visibility for image options under the Settings tab below.

Enable images in radio fields

Your image options could look like this example in your frontend form with radio buttons and labels showing:

Example of images in radio fields

You can adjust the colors for the selected state in your form’s Appearance settings.

Bulk Edit

Enable the Bulk Edit feature if you have a large number of options you want to add to your radio field. There are 3 ways you can bulk add options to your radio field:

Bulk add options to radio field

Any existing options you have already manually created will automatically populate in the Bulk Edit area. If you don’t need those, simply delete them from the Bulk Edit area.

Manually enter bulk options

If you wish to manually enter or paste your list of options in the Bulk Edit area, they must be entered one per line with each term separated by a semicolon, in this order (note that the last term on each line should not be followed by a semicolon):

  • Option label;
  • Option value;
  • Selected; – only one option can be set as selected and should be designated with the number 1
  • Image URL – if no image, leave that part blank

Upload bulk options from CSV file

You can also upload your list of options from a csv file. Click the Download csv template link to download an example csv file that you can edit and add your own options.

Bulk add options to radio field via csv file

The example file would look like the image below. Edit that template file to add your list of radio options in the needed format. Save your file with any name you like.

Bulk add options to radio field via csv file example

Then click the Upload File button and select your saved csv file. Once your file is uploaded, click the Import button to add all your options to the Bulk Edit area.

Import options to radio field via csv file

Note that uploading options with a CSV file will replace any existing options. If you have existing options already, a notice like below will appear before you import your CSV file.

Import options via csv notice

Use predefined options
Click the Predefined options link to pop open a dropdown where you can select from among the available options:

  • Age
  • Gender
  • Educational Attainment
  • Employment Status
  • Occupation
  • Marital Status
  • Continents
  • Countries
  • American States
  • Canadian Provinces

Bulk add predefined options to radio field

IMPORTANT

If you have added more than 1000 options using the Bulk Edit feature, then toggle that off to switch back to the standard editor, it will take quite some time for the screen to render and your browser may become slow or unresponsive. A notice will appear to remind you of this:
Notice when bulk adding more than 1000 options

Radio Settings

Require

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

Radio button settings - required

Layout

Select to display your radio options in a Vertical or Horizontal layout.

Select layout option for radio field

Radio button visibility

If you are using images in your radio options, you can select here to either Show or Hide the radio buttons and labels. If no image is uploaded for any option, the radio button and label will show by default.

Select visibility option for radio labels

Pre-populate

This option enables you to dynamically pre-populate this field with a value passed in your form’s URL. See the Pre-Populate Form Field Values chapter above for details.

Prepopulate field values

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.

Enable option in a Forminator Radio field to use in calculations

4.3.10 Checkbox Field

Link to chapter 3

Adds a checkbox field to your form.

Add a Checkbox field to a Forminator form

Checkbox Labels

Basic Options

Under the Labels tab, you can customize the field Label and add an optional Description.

Checkbox field labels

Then, for each checkbox option, you will need to input the option Label (that your users will see in the form) and its Value (this is what you will see in the form submission).

To do that, click the caret icon at the far right of any checkbox option to toggle it open and reveal the additional fields and settings for that option. Or click the Expand All / Collapse All toggle to reveal all settings for all options.

Expand/collapse all field label options

To make any option pre-selected in your form, check the Selected box. Your site visitors will of course be able to change that selection when they fill out the form.

Checkbox field preset as selected

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

Add checkbox field option

Using Images

If you would like to use images in your checkbox options, check the Enable Images box. That will add an Upload Image button to each checkbox option.

You can customize the layout and label visibility for image options under the Settings tab below.

Enable images in checkbox fields

Your image options could look like this example in your frontend form with checkboxes and labels showing:

Example of images in checkbox fields

You can adjust the colors for the selected state in your form’s Appearance settings.

Bulk Edit

Enable the Bulk Edit feature if you have a large number of options you want to add to your checkbox field. There are 3 ways you can bulk add options to your checkbox field:

Bulk add options to checkbox field

Any existing options you have already manually created will automatically populate in the Bulk Edit area. If you don’t need those, simply delete them from the Bulk Edit area.

Manually enter bulk options

If you wish to manually enter or paste your list of options in the Bulk Edit area, they must be entered one per line with each term separated by a semicolon, in this order (note that the last term on each line should not be followed by a semicolon):

  • Option label;
  • Option value;
  • Selected; – only one option can be set as selected and should be designated with the number 1
  • Image URL – if no image, leave that part blank

Upload bulk options from CSV file
You can also upload your list of options from a csv file. Click the Download csv template link to download an example csv file that you can edit and add your own options

Bulk add options to checkbox field via csv file

The example file would look like the image below. Edit that template file to add your list of checkbox options in the needed format. Save your file with any name you like.

Bulk add options to checkbox field via csv file example

Then click the Upload File button and select your saved csv file. Once your file is uploaded, click the Import button to add all your options to the Bulk Edit area.

Import options to checkbox field via csv file

Note that uploading options with a CSV file will replace any existing options. If you have existing options already, a notice like below will appear before you import your CSV file.

Import options via csv notice

Use predefined options
Click the Predefined options link to pop open a dropdown where you can select from among the available options:

  • Age
  • Gender
  • Educational Attainment
  • Employment Status
  • Occupation
  • Marital Status
  • Continents
  • Countries
  • American States
  • Canadian Provinces

Bulk add predefined options to checkbox field

IMPORTANT

If you have added more than 1000 options using the Bulk Edit feature, then toggle that off to switch back to the standard editor, it will take quite some time for the screen to render and your browser may become slow or unresponsive. A notice will appear to remind you of this:
Notice when bulk adding more than 1000 options

Checkbox Settings

Require

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

Checkbox field settings - required

Layout

Select to display your checkbox options in a Vertical or Horizontal layout.

Select layout option for checkbox field

Checkbox visibility

If you are using images in your checkbox options, you can select here to either Show or Hide the checkboxes and labels. If no image is uploaded for any option, the checkbox and label will show by default.

Select visibility option for checkbox labels

Pre-populate

This option enables you to dynamically pre-populate this field with a value passed in your form’s URL. See the Pre-Populate Form Field Values chapter above for details.

Prepopulate field values

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.

Enable option in a Forminator Checkbox field to use in calculations

4.3.11 Calculations Field

Link to chapter 3

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

Add a Calculations field to a Forminator form

Calculations Labels

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

Edit Calculations field labels in Forminator

Calculations Settings

The Settings tab allows you to adjust various aspects of the Calculations field functionality, including field type and formatting.

By default, the Calculations field is read-only. To also hide the Calculations field, check the Hidden checkbox.

calculations settings 1

To add a prefix or suffix to values entered into the field, enter a prefix and/or suffix into the respective field(s).

Choose your preferred decimal separator from the Separators drop-down menu. To round the field’s value automatically, choose the maximum number of decimal places from the Round To drop-down menu.

calculations settings 2

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.

Create simple or complex formula in Forminator Calculations field

In addition to the common shortcuts shown, there are several other operands that this field supports that you can use in your formulae. Please note that, as you cannot type these operands directly into the formula field, you must type up your formula in a plain text file, then copy/paste it into the formula field.

  • ^ – 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
NOTE:

You must add a formula to the Calculation Formula field in order to save any calculation field settings. For example, you cannot configure Labels or Styling and then save the field with the intention of adding a formula at a later time. Once you’ve added your calculation formula, use the Preview feature to check if it’s working as expected.

4.3.12 Select Field

Link to chapter 3

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

Add a Select field to a Forminator form

Select Labels

Basic Options

In the Labels tab, you’ll want to first choose to make your Select field accept either a Single choice, or Multiple choices.

Choose Select field type

If you choose Single, you can optionally enter a custom Placeholder that displays in the field before the user makes a selection.

Select field placeholder

You can then customize the field Label and add an optional Description.

Select field labels

Then, for each selectbox option, you will need to input the option Label (that your users will see in the form) and its Value (this is what you will see in the form submission).

To do that, click the caret icon at the far right of any selectbox option to toggle it open and reveal the additional fields and settings for that option. Or click the Expand All / Collapse All toggle to reveal all settings for all options.

Expand/collapse all field label options

To make any option pre-selected in your form, check the Selected box. Your site visitors will of course be able to change that selection when they fill out the form. Note that if you make an option Selected here, that overrides the custom Placeholder you may have set above, and it will not appear in your selectbox

Select field preset as selected

Click on the Add Option area to manually add selectbox options. Click the red trash icon next to any option you would like to delete.

Add select field option

Bulk Edit

Enable the Bulk Edit feature if you have a large number of options you want to add to your select field. There are 3 ways you can bulk add options to your select field:

Bulk add options to select field

Any existing options you have already manually created will automatically populate in the Bulk Edit area. If you don’t need those, simply delete them from the Bulk Edit area.

Manually enter bulk options

If you wish to manually enter or paste your list of options in the Bulk Edit area, they must be entered one per line with each term separated by a semicolon, in this order (note that the last term on each line should not be followed by a semicolon):

  • Option label;
  • Option value;
  • Selected – only one option can be set as selected and should be designated with the number 1

Upload bulk options from CSV file

You can also upload your list of options from a csv file. Click the Download csv template link to download an example csv file that you can edit and add your own options.

Bulk add options to select field via csv file

The example file would look like the image below. Edit that template file to add your list of selectbox options in the needed format. Save your file with any name you like.

Bulk add options to select field via csv file example

Then click the Upload File button and select your saved csv file. Once your file is uploaded, click the Import button to add all your options to the Bulk Edit area.

Import options to select field via csv file

Note that uploading options with a CSV file will replace any existing options. If you have existing options already, a notice like below will appear before you import your CSV file.

Import options via csv notice

Use predefined options

Click the Predefined options link to pop open a dropdown where you can select from among the available options:

  • Age
  • Gender
  • Educational Attainment
  • Employment Status
  • Occupation
  • Marital Status
  • Continents
  • Countries
  • American States
  • Canadian Provinces

Bulk add predefined options to select field

IMPORTANT

If you have added more than 1000 options using the Bulk Edit feature, then toggle that off to switch back to the standard editor, it will take quite some time for the screen to render and your browser may become slow or unresponsive. A notice will appear to remind you of this:
Notice when bulk adding more than 1000 options

Select Settings

Require

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

Select field settings - required

Search

Enable this option to include a search field in your selectbox dropdown. Note that if you have set a custom Placeholder as above, that placeholder will also appear in the search field.

Include search field in select box

Limit Submission

This option enables you to set a limited number of times any option in your select field can be submitted by your users.

Limit submission per select field option

When enabled, you’ll see an additional setting appear under the Labels tab for each option you add to your select field. Once the limit you enter for any option is reached, that option will be hidden from your select field so users can’t select it.

Set submission limit per select field option

Pre-populate

This option enables you to dynamically pre-populate this field with a value passed in your form’s URL. See the Pre-Populate Form Field Values chapter above for details.

Prepopulate field values

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.

Enable option in a Forminator Select field to use in calculations

4.3.13 Datepicker Field

Link to chapter 3

Adds a datepicker field to your form.

Add a Datepicker field to a Forminator 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.

Select calendar format in a Forminator Datepicker field

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).

Field label options in Forminator Datepicker field

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

Default calendar format in a Forminator Datepicker field
Datepicker field with Calendar format
Dropdowns format in a Forminator Datepicker field
Datepicker field with Dropdowns format
Text Input format in a Forminator Datepicker field
Datepicker field with Text Input format

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.

Set a default date in Forminator Datepicker field

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.

Set start and end dates in Forminator Datepicker field

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.

Set available weekdays in Forminator Datepicker field

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.

Disable dates or date ranges in Forminator Datepicker field

4.3.14 Timepicker Field

Link to chapter 3

Adds a timepicker field to your form.

Add a Timepicker field to a Forminator 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.

Adjust format and labels in a Forminator Timepicker field

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”.

Set time increments in a Forminator Timepicker field

Time Limits

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

Set start and end times in a Forminator Timepicker field

Default Time

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

Set a default time in a Forminator Timepicker field

4.3.15 File Upload Field

Link to chapter 3

Adds a file upload field to your form.

Add a File Upload field to a Forminator 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.

Adjust upload type and labels in a Forminator File Upload field

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

Preview of single file Forminator File Upload field
Single file upload field
Preview of multiple file Forminator File Upload field
Multiple file upload field

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.

Adjust allowed file types in a Forminator File Upload 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.

Limit number of files allowed in a Forminator File Upload field

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

Adjust allowed file size in a Forminator File Upload field

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.

Select upload method in Forminator File Upload field

Show files in media library

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

Show files uploaded through a Forminator File Upload field in the media library

4.3.16 Post Data Field

Link to chapter 3

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

Add a Post Data field to a Forminator form

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.

Available post data fields in Forminator

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.

Edit Post Data field labels in a Forminator form

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 name 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.

Using custom fields in Forminator Post Data element

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.

Example of post from created with Forminator Post Data field

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.

Select post type in Forminator Post Data field

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.

Select post status for posts in Forminator Post Data field

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.

Set the default author for posts in Forminator Post Data field

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.

Allow single or multiple taxonomies in posts with Forminator Post Data field

4.3.17 reCAPTCHA Field

Link to chapter 3

Adds a Google reCaptcha field to your form.

Add a Google reCaptcha field to a Forminator 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.

Example of Google reCaptcha field in a Forminator form

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.

Select Google reCaptcha type to use in a Forminator form

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.

Invisible reCAPTCHA badge in a Forminator 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.

Alert shown if no Google reCaptcha keys entered in Forminator 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.

Set Google reCaptcha language in Forminator form

Badge Position

If you have selected either the V2 Invisible or the reCAPTCHA V3 types, you’ll see an additional option that enables you to specify where the reCAPTCHA badge should appear.

You can choose between bottom-right (default), bottom-left, or inline in your form.

Select reCAPTCHA badge position

Error Message

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

Customize Google reCaptcha error message in Forminator form

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

4.3.18 HTML Field

Link to chapter 3

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.

Add a HTML field to a Forminator form

In addition to HTML code, form data can be embedded into the HTML field through the use of merge tags. To add form data to the HTML field, click the form data icon to select and insert available merge tags. Alternatively, you can type out the merge tag directly.

HTML field merge tag

See Form Data above for more information about embedding form data using merge fields.

4.3.19 Page Break

Link to chapter 3

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

Add a Page Break field to a Forminator form

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.

Pagination settings when page breaks used in a Forminator form

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 labels when page breaks used in a Forminator form

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.

Set progress indicator for pagination in a Forminator form

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.

Customize the navigation button text for each page break in a Forminator form

4.3.20 Hidden Field

Link to chapter 3

Adds a hidden field to your form.

Add a hidden field to a Forminator 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.

Adjust label and set value for hidden field in Forminator form

4.3.21 Section Field

Link to chapter 3

Adds a section divider to your form.

Add a Section field to a Forminator form

Section Labels

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

Edit Section field labels in a Forminator form

Section Settings

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

Edit Section field settings in a Forminator form

4.3.22 GDPR Field

Link to chapter 3

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

Add a GDPR field to a Forminator form

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.

Edit GDPR field label and message in a Forminator form

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.

Edit GDPR error message in a Forminator form

4.3.23 Currency Field

Link to chapter 3

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

Add a Currency field to a Forminator form

Currency Labels

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

Edit Currency field labels in Forminator

Currency Settings

The Settings tab allows you to adjust various aspects of the Currency field functionality, including value limits and formatting.

To force users to fill out the Currency field, select Required. Otherwise, the field will be optional.

It is recommended that any currencies used in a Forminator module remain consistent to avoid confusion. To set the field’s currency, select your preferred currency from the drop-down menu.

currency settings 1

To restrict the minimum and/or maximum values that a user can enter, enter a minimum and/or maximum value in the respective fields, and optionally set custom error messages for values beyond these bounds. Leave the fields blank to allow the user to enter any number, including a negative value.

currency settings 2

Choose your preferred decimal separator from the Separators drop-down menu. To round the field’s value automatically, choose the maximum number of decimal places from the Round To drop-down menu.

Lastly, to pre-populate the field dynamically using a query parameter passed in your form URL, enter a query parameter key in the Query parameter field.

currency settings 3

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.

Enable option in a Forminator Currency field to use in calculations

4.3.24 Stripe Field

Link to chapter 3

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.

stripe field

PRO TIP

Stripe and PayPal fields can be added to the same form, though we recommend using conditional logic so only one field is visible at a time. Consider a Radio (or Select) field that allows visitors to choose the payment method, then conditionally display only the visitor’s desired payment method. Or, use conditional logic to allow visitors to skip payment altogether!

Stripe Labels

Under the Labels tab, you can customize the Stripe field Label and optional Description, as well as the preferred Language used for placeholder fields and card validation errors returned by Stripe.

stripe labels 1

You can also choose whether to show or hide the Card icon in the Stripe field, and whether to require Postal code (or ZIP code) in the Stripe field. If enabled, the postal code can be optionally prefilled from a related postal code field in your form.

stripe labels 2
The following image shows how Card icon and Postal code options are displayed in the Stripe field, if enabled.

stripe labels example

Stripe Settings

The Settings tab allows you to configure payment mode and payment method settings for the Stripe field. Note that you will need to connect a Stripe account to Forminator before customizing Stripe field payment settings.

The Stripe field can be placed in Test mode until your form is ready to process live payments, and can be toggled to Live mode to begin accepting payments. For information about testing Stripe’s payment integration, refer to Stripe’s testing documentation.

stripe settings 1

Select the Stripe field’s payment currency from the drop-down menu. We recommend using the currency most likely to be used by the majority of your customers in order to minimize currency exchange feeds.

stripe settings 2

Payment Plans

The Settings tab also allows you to configure one-time and subscription payment plans to be processed by the Stripe field. Multiple payment plans can be configured for the same Stripe field, and conditionally processed based on form data.

Select an existing payment plan to configure payment plan details, or click Add Another Plan to add a new payment plan. Click the trash icon to delete an existing payment plan.

stripe settings 3

Enter the plan name to be displayed in the form submission and in the Stripe dashboard. For the payment type, select One Time to charge customers a single payment or select Subscription to change customers a recurring payment.

stripe settings plans 1

SUBSCRIPTION ADD-ON

Stripe subscription payment plans are a Forminator Pro feature and require the Stripe Subscriptions add-on to be installed. See Add-ons below for installation instructions.

For One Time payments, simply select the plan payment amount: 

  • Fixed – Charge all customers the same amount, such as when submitting an application fee or deposit.
  • Variable – Change the payment amount depending on form data. If selected, a drop-down menu will appear where you can select an existing Currency or Calculations field in your form to set the plan payment amount.

stripe settings plans 2

For Subscription payments, select the plan payment amount and quantity. For both settings, the available options are:

  • Fixed – Charge all customers the same amount/quantity, on a recurring basis.
  • Variable – Change the payment amount/quantity depending on form data. If selected, a drop-down menu will appear where you can select an existing Currency or Calculations field in your form to set the plan payment amount/quantity.

stripe settings plans 3

For Subscription payments, select your billing cycle and choose whether to allow a free trial period. If a trial is enabled, select a trial duration, in days.

stripe settings plans 4

Multiple payment plans can be added to the same Stripe field and conditionally processed based on form data. First, select the Conditions tab, and then select an existing condition to configure condition details, or click Add Conditions to add a new condition.

stripe settings plans conditions 1

Then, configure the conditional logic that will determine when to process the selected payment plan. For additional details on conditional logic, refer to our overview of conditional logic in the introduction to the Forminator Fields chapter.

Once customers have submitted forms with a subscription payment plan, your subscribers and subscription payments can be managed from the Stripe Dashboard. Alternatively, you can jump to individual subscriptions in Forminator from the Submissions page by selecting a form submission and clicking Manage subscription.

CANCELING SUBSCRIPTIONS

At this time, subscriptions cannot be cancelled directly by customers. If cancellation is requested by a customer, their subscription can be managed from the Stripe Dashboard.

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.

Enable payment receipt in Forminator Stripe field

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.

Edit payment details in Forminator Stripe field

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 Behavior tab.

Automatic card validation in Forminator Stripe field

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.

stripe billing details

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.

Send custom meta data to Stripe in Forminator Stripe field

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.

Edit Stripe CSS classes in Forminator Stripe field

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.

SCA Compliance

Forminator 1.9 Requires a Review of Existing Forms

Forminator 1.9, released August 29, 2019, replaced the Stripe Checkout Modal with the SCA compliant Stripe Elements. All forms containing Stripe payment fields will be automatically updated. While we expect your forms to continue to work as intended, if you are updating the plugin from a version prior to 1.9, we recommend that you review any form containing a Stripe field to ensure there are no issues, and review the following information.

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.

stripe purchase authentication

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.

4.3.25 Paypal Field

Link to chapter 3

Adds a PayPal payment field to your form.

paypal field

PRO TIP

Stripe and PayPal fields can be added to the same form, though we recommend using conditional logic so only one field is visible at a time. Consider a Radio (or Select) field that allows visitors to choose the payment method, then conditionally display only the visitor’s desired payment method. Or, use conditional logic to allow visitors to skip payment altogether!

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.

Alert if no account connected in Forminator PayPal field

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.

Connect PayPal to Forminator

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.

Select payment mode in Forminator PayPal field

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.

Select currency in Forminator PayPal 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.

Set payment amount in Forminator Stripe 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.

Adjust button language in Forminator PayPal field

Disable Card Options

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

Disable selected credit cards in Forminator PayPal field

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.

Enable debug mode in Forminator PayPal field

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.

Customize payment buttons in Forminator PayPal field

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

Default button appearance in Forminator PayPal field

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.

stripe purchase authentication

4.3.26 E-Signature Pro

Link to chapter 3

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.

Recommended Reading

Read our eSignature blog post, to see how you can take advantage of the E-Signature feature in your forms.

Add a E-Signature field to a Forminator form

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

Preview of E-Signature field in a Forminator 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.

Edit labels in Forminator 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.

Adjust settings in Forminator E-Signature field

The Polls tab is where polls are created and managed. It consists of an Overview panel and a list of all the polls that exist on a site, both draft and unpublished.

The Polls tab Overview Panel displays the number of active polls, the date/time of the last submission and the number of poll submissions during the past 30 days.

As always, the View Documentation button is there if you need to access Forminator’s usage documentation, and the Import button if you have a Forminator poll from another site you wish to add to this site. Click the Import/Export tab in the index of this guide for more detailed Import/Export guidance.

Overview Panel

The Polls tab Overview Panel displays the number of active polls, the date/time of the last submission, the number of poll submissions during the past 30 days, and the name of the poll with the most submissions. Use the search bar to search for a specific poll.

Polls List

Several tasks can be accomplished from the Polls tab dashboard. Click anywhere in the row of any poll to access the poll’s performance data, including an interactive line graph illustrating activity involving the poll during the past 30 days.

Forminator Poll details in overview screen

The information and features available for each listed poll include:

  • Title – The name of the poll.
  • Draft/Published – The poll’s current status. Draft polls are not available to the public until they have been published. Published polls are not available to the public until they have been added to a page via shortcode.
  • Last submission – The last day or time a published poll was submitted.
  • Views – How many visitors have viewed the a specific poll .
  • Submissions – The number of times users have completed and submitted a specific poll.
  • Conversion – The percentage of users who submitted a poll relative to the total number who viewed it.
  • Edit – Click Edit to access the editor for the selected poll.

Admin features (Gear icon)

Clicking the gear icon opens a drop-down menu that contains the following admin features:

  • Preview – Click to see a Preview of the poll in a popup window.
  • Copy Shortcode – Copy the shortcode, then paste it into any page or post where you want the poll to appear.
  • Publish/Unpublish – This will publish draft polls, or conversely, revert published polls to draft status.
  • View Submissions – View the submission data for the respective polls.
  • Duplicate – Click to copy an entire poll and all its settings. The duplicate poll will appear at the bottom of the list.
  • Reset Tracking Data – Click this to reset the user views and conversions data for a polls, which only affects poll data. User information collected for marketing purposes will not be affected.
  • Export – Click the link and Forminator will display the poll in code that can then be copied and pasted into the Forminator import tool on any site.
  • Delete – Click to delete a poll forever.

Admin menu in Forminator poll

4.4.1 Creating a Poll

Link to chapter 4

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

Create a new poll in Forminator

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

Name a new poll in Forminator

4.4.2 Details (Polls)

Link to chapter 4

Questions

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

Enter question details in a Forminator poll

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

Forminator poll example with featured image

Answers

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

Add an answer to a Forminator poll

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.

Enable custom answer in a Forminator poll

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:

Preview of a custom answer field in a Forminator poll

You can use images in your poll answers as well. Check the Enable Images checkbox, then click the Upload button next to any answer to add your images.

Add images to poll answers

Note that for consistent image display in your poll, you’ll want to ensure your answer images are all the same aspect ratio. For example: 16:9, 4:3 or 1:1.

Below is an example of what a poll could look like with image answers set to display in 3 columns. You can adjust the layout of your answers under the Appearance tab.

Example of poll with images in answers

Button

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

Customize the submit button in a Forminator poll

4.4.3 Appearance (Polls)

Link to chapter 4

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

Design Style

Select the base style you’d like for your poll. The available style options are Default, Flat, Bold, Material, Theme style, and Outlined.

If you select Outlined, you will not be able to change colors or the poll container from the Appearance tab. Instead, 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.

Color options in Forminator polls

Layout

If you have enabled images for your poll answers in the Details settings, you can set your image answers to display as a List or in a Grid format.

Layout options for Forminator polls

If you select a Grid layout, an additional setting will appear where you can choose the number of columns to display per row. Note that this will always default to 2 columns on mobile screens.

Grid layout options for Forminator polls

Whether you select to display answers in a list or a grid format, you can also set the Answer Type and choose to display both the radio button and image for each answer, or just the image.

Answer layout options for Forminator polls

Form Container

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

Add padding and border to Forminator poll container

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.

Add custom CSS to a Forminator poll

4.4.4 Behavior (Polls)

Link to chapter 4

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 display options in Forminator poll

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

Display Forminator poll results as a bar graph

Display Forminator poll results as a pie chart

Vote Count

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

Display Forminator poll vote count in bar chart

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.

Select submission method for Forminator poll

Vote Opening

Configure settings related to a poll’s voting status, including when voting should open and/or close, and the messages displayed to users when voting is closed, paused, and not yet open:

  • Status – Select whether voting in the poll is open, paused, or closed.
  • Open From – Select the date at which voting in the poll will open, otherwise voting will be opened immediately.
  • Open Until – Select the date at which voting in the poll will close, otherwise voting will be open indefinitely.
  • Custom Messages – Enter custom messages that should be displayed to users when voting is closed, paused, and not yet open.

Vote Opening settings

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.

Set voting limits in Forminator poll

Security

This section allows you to protect your poll.

  • Enable Akismet spam protection – If you are using the Akismet plugin on your site, you can enable this option, and select to either fail any submissions that Akismet detects as spam, or simply mark them as spam. Selecting the Fail Submissions option would display a customizable message to the user, and Mark as Spam would log them in your database but they would not appear in your Submissions list.

Enable spam protection in polls

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.

Adjust rendering options in Forminator poll

4.4.5 Notifications (Polls)

Link to chapter 4

Email notifications can be configured in the poll’s Email Notification tab, enabling custom emails to be sent to admins or users upon poll submission.

To add an email notification, first toggle on Send an email to admin users.

Poll email notifications

Then, configure the email fields as desired.

Poll Data

Poll data can be included in your notification email subject and body, as well as the from name, through the use of merge tags.

Merge tags can be inserted for any of the following pieces of poll data:

  • Poll Name – Use the {poll_name} merge tag
  • Poll Answer – {poll_answer}
  • Poll Result – {poll_result}
  • User IP Address – {user_ip}
  • Date (mm/dd/yyyy) – {date_mdy}
  • Date (dd/mm/yyyy) – {date_dmy}
  • Embed Post/Page ID – {embed_id}
  • Embed Post/Page Title – {embed_title}
  • Embed URL – {embed_url}
  • HTTP User Agent – {user_agent}
  • HTTP Refer URL – {refer_url}
  • User ID – {user_id}
  • User Display Name – {user_name}
  • User Email – {user_email}
  • User Login – {user_login}
  • Custom Value – {custom_value}
  • Query Parameter – {query} – Please ignore this tag as it serves no purpose for emails and will be removed from these options shortly.

Where supported, click the poll data icon or [+] icon to select and insert available merge tags. Alternatively, you can type out the merge tag directly.

Poll email body

For example, the following subject line includes the merge tag {poll_name}, representing the name of your poll:

New Poll Entry for {poll_name}

Accordingly, an email notification sent upon form submission would read as “New Form Entry for My Poll”.

You can also use standard HTML tags in the email body when editing in Text mode. However, just like when editing regular WordPress posts, some tags may be stripped out if you switch to Visual mode.

From Name

Enter the name from which the email notification should be sent, or click the [+] icon to select and insert an available merge tag. Alternatively, you can type out the merge tag directly.

Set from name in Forminator poll email notification

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.

Set the from address in Forminator poll email notification

Recipients

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

Add recipients to Forminator poll email notification

Reply To Address

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

Set reply-to address in Forminator poll email notification

CC & BCC Addresses

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

Optionally add CC and BCC addresses in Forminator poll email notification

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.

Customize subject and body in Forminator poll email notification

4.4.6 Integrations (Polls)

Link to chapter 4

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.

Available 3rd-party integrations in Forminator polls

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

4.4.7 Settings (Polls)

Link to chapter 4

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.

Disable data storage in Forminator poll

Privacy

Submissions

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

Set data storage duration in Forminator poll

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.

Set duration of IP address retention in Forminator poll

4.4.8 Poll Preview

Link to chapter 4

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.

preview poll button

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

Live preview opened in Forminator poll

4.4.9 Embedding Polls

Link to chapter 4

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.

polls shortcode

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.

Get poll shortcode in Forminator

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.

Adding a Forminator poll to a post in the Classic editor

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

Select Forminator poll to add to a post in the Classic editor

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.

Select Forminator poll to add to a post in the Gutenberg editor

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:

Adding a Forminator poll with a widget

The Quizzes tab is where quizzes are created and managed. It consists of an Overview panel and a list of all the quizzes that exist on a site, both draft and unpublished.

The Quizzes tab Overview Panel displays the number of active quizzes, the date/time of the last submission and the number of quiz submissions during the past 30 days.

As always, the View Documentation button is there if you need to access Forminator’s usage documentation, and the Import button if you have a Forminator quiz from another site you wish to add to this site. Click the Import/Export tab in the index of this guide for more detailed Import/Export guidance.

Overview Panel

The Quizzes tab Overview Panel displays the number of active quizzes, the date/time of the last submission, the number of quiz submissions during the past 30 days, and the name of the quiz with the most submissions. Use the search bar to search for a specific quiz.

quizzes overview

Quizzes List

Several tasks can be accomplished from the Quizzes tab dashboard using the features found next to each quiz in the list.

Forminator Quiz details in overview screen

The information and features available for each listed quiz include:

  • Title – The name of the quiz.
  • Draft/Published – The quiz’s current status. Draft quizzes are not available to the public until they have been published. Published quizzes are not available to the public until they have been added to a page via shortcode or widget.
  • Last submission – The last day or time a published quiz was submitted.
  • Views – How many visitors have viewed the a specific quiz.
  • Submissions – The number of times users have completed and submitted a specific quiz.
  • Conversion – The percentage of users who submitted a quiz relative to the total number who viewed it.
  • Edit – Click Edit to access the editor for the selected quiz.

Admin features (Gear icon)

Clicking the gear icon opens a drop-down menu that contains the following admin features.

  • Preview – Click to see a Preview of the quiz in a popup window.
  • Copy Shortcode – Copy the shortcode, then paste it into any page or post where you want the quiz to appear.
  • Publish/Unpublish – This will publish draft quiz, or conversely, revert published quizzes to draft status.
  • View Submissions – View the submission data for the respective quizzes.
  • Duplicate – Click to copy an entire quiz and all its settings. The duplicate quiz will appear at the bottom of the list. At the moment, this action is not supported by quizzes that have the leads function enabled but sit tight, this is on its way.
  • Reset Tracking Data – Click this to reset the user views and conversions data for a quizzes, which only affects quiz data. User information collected for marketing purposes will not be affected.
  • Export – Click the link and Forminator will display the quiz in code that can then be copied and pasted into the Forminator import tool on any site. For now, this feature is not available for quizzes that have the leads function enabled but sit tight, this is coming soon.
  • Delete – Click to delete a quiz forever.

4.5.1 Creating Quizzes

Link to chapter 5

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.

create a new quiz

Then select whether you want your quiz to be paginated or not. If you select Paginate Quiz here, you can adjust the pagination settings under the Behavior tab.

Set pagination in quiz

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.

Collect leads in quiz

IMPORTANT

The option to collect leads in your quiz can only be enabled when creating the quiz. It cannot be enabled once the quiz has already been created.

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.

4.5.2 Intro

Link to chapter 5

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.

Set title and description in Forminator quiz

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

Preview of quiz intro in Forminator

4.5.3 Personalities (Personality quizzes only)

Link to chapter 5

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.

Add a personality outcome to a quiz in Forminator

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

Set title and description for a personality outcome in a Forminator quiz

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.

Edit a personality outcome to a quiz in Forminator

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

Preview of results in a Forminator personality quiz

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.

4.5.4 Questions

Link to chapter 5

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.

Add a question to a quiz in Forminator

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

Add title to quiz question

Then click the Add Answer button to add your first answer to this question.

Add answer to quiz

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.

Associate a personality with an answer in a Forminator quiz

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.

Set a correct answer in a Forminator quiz

Submit Button

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

Edit submit button in Forminator quiz

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.

Edit submit options for Forminator quiz

4.5.5 Leads

Link to chapter 5

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.

Collect Emails and Other Useful Information

Forminator is a pro at creating captivating quizzes, but that’s not all that he’s capable of doing. You can also use Forminator to capture visitors’ emails and other information that you may want to collect. Check out our blog, A Forminator Quiz Is the Answer to Collecting Emails and Generating Leads, for more information.

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

leads quiz example

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.

lead submission results

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.

lead generation forms

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.

form placement for lead

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.

skip form feature

4.5.6 Appearance

Link to chapter 5

Options in this section are identical for both quiz types.

Design Style

Select the base style you’d like for your quiz. The available style options are Default, Flat, Bold, Material, Theme style, and Outlined.

quizzes design style
If you select Outlined, you will not be able to change colors or the quiz container from the Appearance tab. Instead, you will need to make customizations in your theme’s CSS files.

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.

Adjust colors in Forminator quiz

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.

Adjust fonts in Forminator quiz

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.

Customize layout options in Forminator quiz

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.

Align layout in Forminator quiz

Question Item Ordering

This option enables you to change the default top-to-bottom order of the Question and optional Description & Image. Drag and drop the items into the order you prefer.

Set order of items in quiz questions

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.

Adjust layout width in Forminator quiz

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.

Add custom csss to a Forminator quiz

4.5.7 Behavior

Link to chapter 5

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

Questions

If you select to have a Paginated Quiz, you can set the following options:

  • Number of questions per page – Set this to to display one or more questions per page. Users can advance to the next page only once all questions on the current page have been answered.
  • Start quiz button text – Customize the text on the Start Quiz button. This displays just below your quiz Intro, before the user starts the quiz.
  • Previous button text – Customize the text on the Previous Page button.
  • Next button text – Customize the text on the Next Page button.
  • Show page indicator – Show or hide the Page 1 of X indicator.

Quiz pagination options

The image below is an example of what a quiz could look like with pagination set to display only one question per page:

Paginated quiz example

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.

Option to display quiz answers in real time

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

Option to display quiz answers on quiz submission

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.

Customize messages in a Forminator quiz

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

Enable social sharing in a Forminator quiz

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.

Select how to render a quiz in Forminator

4.5.8 Email Notifications

Link to chapter 5

Email notifications can be configured in the quiz’s Email Notification tab, enabling custom emails to be sent to admins or users upon quiz submission, with emails routed based on quiz data.

To add an email notification, click Add Email Notification.

Quiz email notifications

Quiz Data

Quiz data can be included in your notification email subject and body through the use of merge tags.

Merge tags can be inserted for any of the following pieces of quiz data:

  • Quiz Name – Use the {quiz_name} merge tag
  • Quiz Answer – {quiz_answer}
  • Quiz Result – {quiz_result}
  • User IP Address – {user_ip}
  • Date (mm/dd/yyyy) – {date_mdy}
  • Date (dd/mm/yyyy) – {date_dmy}
  • Embed Post/Page ID – {embed_id}
  • Embed Post/Page Title – {embed_title}
  • Embed URL – {embed_url}
  • HTTP User Agent – {user_agent}
  • HTTP Refer URL – {refer_url}
  • User ID – {user_id}
  • User Display Name – {user_name}
  • User Email – {user_email}
  • User Login – {user_login}
  • Custom Value – {custom_value}
  • Query Parameter – {query} – Please ignore this tag as it serves no purpose for emails and will be removed from these options shortly.

Where supported, click the quiz data icon or [+] icon to select and insert available merge tags. Alternatively, you can type out the merge tag directly.

Quiz insert merge tag

For example, the following subject line includes the merge tag {quiz_name}, representing the name of your quiz:

New Quiz Entry for {quiz_name}

Accordingly, an email notification sent upon quiz submission would read as “New Quiz Entry for My Quiz”.

You can also use standard HTML tags in the email body when editing in Text mode. However, just like when editing regular WordPress posts, some tags may be stripped out if you switch to Visual mode.

4.5.9 Integrations (Quizzes)

Link to chapter 5

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.

Available 3rd-party integrations in Forminator quizzes

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

4.5.10 Settings (Quizzes)

Link to chapter 5

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.

Disable data storage in Forminator quiz

Privacy

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

Set data storage duration in Forminator quiz

The Submissions tab is where admins can manage the information contained in all submitted forms, polls, and quizzes. Use the drop-down menus to filter displayed submissions by type and title.

In the first dropdown, select to view submissions from either forms, polls or quizzes. Then select the specific one you want in the second dropdown.

Filter for a specific form, poll or quiz in Forminator submissions

Forms, polls and quizzes each display submission information differently.

Forms

Submission results for your forms display in an expandable list.

View list of form submissions in Forminator

Click the row of any individual submission to see the submission details, including all form fields and 3rd-party integrations if applicable. This is also where your lead form data will show.

View details of a form submission in Forminator

User Registration Form Submissions

If you have set the Activation Method for your user registration form to either Email Activation or Manual Approval, new user submissions will appear here with a yellow icon to indicate these new users are not yet active and are pending approval.

User registration pending

When you expand a registration submission that requires email activation, it will have a Resend Activation Link button you can click if needed.

Resend user activation link

When you expand a registration submission that requires manual approval, it will have an Approve User button you can click to activate the user account. This action will also trigger an email notification to the new user with a login link.

Approve new user

In either of the above cases, you can also click the Delete Submission & User button to delete both the pending user and the form submission.

Filters

Click the funnel icon to access additional filters that can be used to customize the submission data that appears in the Forms submission list.

  • Submission Date Range – Clicking in this field will enable you to choose to only display submissions from today, yesterday, last 7 days, last 30 days, this month, last month, or a custom date range.
  • From ID / To ID – You can select to show only submissions between the specified range of submission IDs.
  • Keyword – Display only those submissions that contain the keyword you enter here.
  • Sort By / Sort orderSort by is preset to date only, but you can sort in ascending or descending order.
  • Display Fields – Uncheck the form fields you don’t need to include in the submissions list or details view.
  • User Status – This filter only appears for user registration forms and enables you to filter the list according to whether registered users are Approved or still Pending Approval.

Filter form submission display in Forminator

Polls

Polls submissions are displayed using the pie or bar graph, depending on how each respective poll was configured. Use the drop-down menus to select the poll you wish to see and click Show Submissions.

View poll submission data in Forminator

Quizzes

Quiz submissions are displayed in an expandable list. Use the drop-down menus to select the poll you wish to see and click Show Submissions. Click on any submission in the list to see the responses for that specific submission.

View details of a quiz submission in Forminator

Exporting Submissions

To download all the entries of a specific Form/Poll/Quiz, just press on the Export button while viewing the list of entries for your selected form, poll or quiz.

Export submissions in Forminator

From there, a popup will open where you can either choose to immediately download a CSV file with all the submitted entries or schedule an email.

  • Manual Exports – Click the Download CSV button to download all submissions right away.
  • Scheduled Exports – Select Enable and set the Frequency and Time of Day, then enter the email address where you wish to receive the export. You can also click on the Send email only if there are new submission(s) checkbox to do just that.

Adjust submission export options in Forminator

The Add-ons page allows you to expand Forminator functionality through the installation of additional modules. Currently, the only available add-on is Stripe Subscriptions, available with Forminator Pro.

add-ons page

To install an available add-on, click Install. Additionally, click Details to view more information about an add-on.

add-ons install button

To configure or deactivate an existing add-on, click either Configure or Deactivate respectively.

add-ons configure deactivate buttons

When an update is available, click Update to install the latest version.

4.7.1 Stripe Subscriptions Pro

Link to chapter 7

The Stripe Subscriptions add-on expands Forminator’s Stripe fields with the added option to create subscription payment plans.

Watch the introductory video below to get a feel for how the addon works, then see the Stripe Field documentation above for details on configuring subscription payment plans.

Recommended Reading

You can learn more about the new Stripe subscriptions feature in our Stripe Subscriptions for Recurring Payments blog post.

Forminator supports the integration of several apps into your forms, quizzes and polls, allowing you to share submission data with third-party apps. But before an app can be integrated into a form, quiz or poll, it must first be connected to Forminator here.

Below is a list of apps Forminator currently supports. Apps that you have already connected will appear in Integrations > Connected Apps of your form, quiz or poll, with all others in an Available Apps section.

Available 3rd-party app integrations in Forminator

Click the link below for the app you wish to connect or integrate to view a walkthrough we’ve created for that app.

4.8.1 FortressDB

Link to chapter 8

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.

Recommended Reading

Read our blog post, Forminator Integration with FortressDB, to learn more about the benefits of using the FortressDB plugin in conjunction with Forminator.

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

FortressDB login screen

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.

fortressdb in integrations tab

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.

fortressdb not connected message

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

fortressdb in connected apps

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.

Form connection for fortressDB

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.

4.8.2 MailChimp

Link to chapter 8

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.

mailchimp-audience-dashboard

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.

mailchimp-view-audience

Then click Create Audience in the top righthand corner.

mailchimp-create-new-audience

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.

mailchimp-double-opt-in

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.

mailchimp-settings-audience-fields-and-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.

mailchimp-field-label-and-type

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

mailchimp-connect-app

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

mailchimp-API-key

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

mailchimp-copy-API-key

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).

mailchimp-choose-your-audience

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.

mailchimp-assign-fields

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 :)

4.8.3 Campaign Monitor

Link to chapter 8

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.

Integrate Campaign Monitor in Forminator form

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

Enter Campaign Monitor API key for integration with Forminator

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

Campaign Monitor account settings

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:

Get API key at Campaign Monitor for integration with Forminator

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):

Campaign Monitor integration name in Forminator form

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:

Select Campaign Monitor list for integration in Forminator form

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:

Match fields in Campaign Monitor integration with Forminator form

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.

Additional options for Campaign Monitor integration with Forminator form

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

4.8.4 Active Campaign

Link to chapter 8

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

Integrate ActiveCampaign in Forminator

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

Enter ActiveCampaign API credentials for integration with Forminator

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.

Get ActiveCampaign API key for integration with Forminator

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.

ActiveCampaign integration name in Forminator form

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:

Select ActiveCampaign list for integration in Forminator form

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.

Match fields in Forminator form with ActiveCampaign

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.

Additional options for ActiveCampaign integration with Forminator form

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.

4.8.5 Zapier

Link to chapter 8

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.

Integrate Zapier in Forminator

Then click the Activate button to complete the initial integration.

Activate Zapier integration in Forminator

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:

Enter Zapier webhook for integration in Forminator form

If you haven’t created any ZAPs before, go to your Zapier account and click on the Create Zap button.

Create a zap at Zapier for integration with Forminator

On the next screen, click the Open Editor button.

Open editor to create a zap at Zapier

For your trigger app choose Webhook.

Select Webhook at Zapier for integration with Forminator

From the Trigger Event dropdown, select Catch hook, then click Continue.

Select catch hook at Zapier for integration with Forminator

Copy the Custom Webhook URL shown on that screen.

Copy webhook URL at Zapier for integration with Forminator

Then paste that URL into the Webhook URL field in your form’s Zapier integration, and click Save there.

Paste webhook URL from Zapier for integration with Forminator

Then, back in your zap setup at Zapier, click the Continue button on the Webhook URL screen. Then click the Test Trigger button on the next screen.

Test trigger at Zapier for integration with Forminator

ISSUE WHEN CREATING A ZAP FOR MAILCHIMP

If you use Zapier to integrate your form with MailChimp instead of the built-in MailChimp integration, you’ll want to skip the Test step at Zapier. The test will fail because Zapier/MailChimp can’t recognize a dynamic value for the email field during the test. So you’d want to either rely on tests with your actual form to verify that data is sent to MailChimp, or simply use Forminator’s built-in MailChimp integration. See this article at Zapier for more info.

Once you get a Success message, click Continue.

Test success at Zapier for integration with Forminator

The rest is up to you and your project/needs. Good luck with your Zapier integration.

4.8.6 HubSpot

Link to chapter 8
NOTE

See below for steps to integrate Forminator’s GDPR field into a HubSpot static list.

To connect Forminator to HubSpot, first click the Connect button (+ icon) in the HubSpot row.

Then, click Authenticate to be redirected to the HubSpot authentication page.

Log in (if necessary), and select your HubSpot account. Click Choose Account to proceed, and then click Connect App on the subsequent screen.

If HubSpot authentication is successful, you will be redirected to Forminator and presented with a success message.

To connect a form to HubSpot, first open the form in Forminator and switch to the Integrations tab. Then, click the Activate button (+ icon) in the HubSpot row.

If desired, select a static HubSpot list to which contacts will be added. Otherwise, contacts will be added to HubSpot without being added to a list.

NOTE

HubSpot will add contacts automatically to static lists only. If you intend to add contacts to a static list, be sure to add the list in HubSpot first before activating the integration for a specific form.

Next, map the form’s fields to fields in HubSpot by selecting from the Forminator Fields dropdown menus. Click Add Additional Field to add additional fields as needed, then click Continue.

Finally, enable the creation of HubSpot tickets for each form submission, if desired. Click Activate to activate the integration.

Create Ticket upon submission setting

Once activated, contact information gleaned from each form submission will be added to HubSpot.

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.

Select property in Hubspot

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.

Edit property in Hubspot

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.

Move property to group in Hubspot

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

Move property to group in Hubspot

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.

Edit list columns in Hubspot

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.

Arrange list columns in Hubspot

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.

Custom GDPR entry in Hubspot list

4.8.7 Google Sheets

Link to chapter 8

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.

Integrate Google Sheets in Forminator

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.

google cheets client credentials

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

Create a new project at Google to integrate with Forminator

Name your project and then click the Create button.

New Google project name

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

Google API dashboard

Select your project and then click Enable APIs and Services.

Enable APIs and services at Google

Find and enable Google Drive API and Google Sheets API.

Enable Google APIs for integration with Forminator

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.

Setting Oauth as external for Google sheets integration in Forminator

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. Note that you can only enter top-level domains here. So if your site is installed in a subdomain like sub.example.com, enter only the top-level domain: example.com

Click Save & Continue.

Oauth consent screen at Google

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.

Publish app at Google

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

Create credentials for Google sheets integration in Forminator

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.

Select web app for Google sheets integration in Forminator

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.

Redirect URI in Forminator for Google

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.

Get Oauth client IDs at Google

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

Paste Oauth client IDs from Google in Forminator integration

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

Authorize Google sheets integration in Forminator

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:

App unsafe alert from Google

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.

Google sheets integration in Forminator complete

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.

Setup connection name for Google sheets integration in Forminator

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.

Enter Google sheet details for integration in Forminator

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!

4.8.8 AWeber

Link to chapter 8

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

Integrate Aweber in Forminator

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

Authorize Aweber for integration in Forminator

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:

Log into Aweber for integration in Forminator

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.

Aweber successfully integrated in Forminator

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):

Set up name for Aweber integration in Forminator

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):

Select list for Aweber integration in Forminator

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.

Assign list fields for Aweber integration in Forminator

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.

Additional options for Aweber integration in Forminator

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:

4.8.9 Slack

Link to chapter 8

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.

Integrate Slack in Forminator

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

Enter Slack credentials for integration in Forminator

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.

Sign into Slack for integration in Forminator

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.

Create app in Slack for integration in Forminator

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

Get Slack app credentials for integration in Forminator

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.

Enter redirect URL at Slack for integration in Forminator

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.

Save redirect URL at Slack for integration in Forminator

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

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.

Confirm Slack authorization for integration in Forminator

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.

Enter name for Slack integration in Forminator

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.

Select Slack channel for integration in Forminator

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

Select specific Slack channel for integration in Forminator

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.

Configure Slack message format when integrated in Forminator

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

4.8.10 Trello

Link to chapter 8

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

Integrate Trello in Forminator

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

Authorize Trello for integration in Forminator

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.

Authorize Trello for integration in Forminator

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.

Trello successfully integrated in Forminator

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.

Set up name for Trello integration in Forminator

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.

Select Trello board for integration in Forminator

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

Select Trello list for integration in Forminator

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.

trello customize fields

4.8.11 API

Link to chapter 8

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

4.9 Other Integrations

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In addition to the built-in integrations as detailed above, some additional 3rd-party plugins have been integrated with Forminator, but do not have any options or settings in the plugin interface. This chapter will be developed as more such integrations become available.

4.9.1 CleanTalk Anti-Spam

Link to chapter 9

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.

7-day free trial

The CleanTalk plugin is a premium SaaS plugin that costs as little as $8/year for a single site. This integration will get you a 7-day free trial so you can test the service for yourself to see if it’s a good fit for your project.

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.

Get CleanTalk access key

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.

View anti-spam stats at CleanTalk

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]

CleanTalk dashboard

Note that, by default, users with the Administrator role are exempted from the spam protection in this plugin. So you’d want to either test with a different role, or test in a different browser. You can also disable protection of the Administrator role if you wish by clicking on the Advanced Settings link in the plugin settings, then scroll down to Roles which bypass spam test and de-select the role.

CleanTalk advanced settings

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.

Edit lists at CleanTalk

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.

Add filters to lists at CleanTalk

4.9.2 E2Pdf

Link to chapter 9

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.

Convert Forms to PDF

If you’re looking for a step-by-step guide on how to quickly generate a PDF from a form, check out our blog on how to Convert Forms to PDF Using Forminator.

Free version limits

Note that the free version of this plugin only allows you to have one PDF template active at any time. If you need more, you can grab a nice 20% discount off any pro version plan from our Partners page.

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.

Forminator integration enabled in E2Pdf

Creating your PDF

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

Add new template in E2Pdf

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.

Create new PDF template in E2Pdf

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.

Add fields to a PDF template in E2Pdf

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.

Field options in E2Pdf

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.

Available shortcodes for an E2Pdf template

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.

Include PDF in form success message

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

PDF included in form success message

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.

Include PDF attachment in user email

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

PDF attachment included in user email

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:

PDF download link in form success message and email

4.9.3 wpDataTables

Link to chapter 9

An addon plugin is available for the excellent wpDataTables plugin that enables you to create frontend tables, graphs and charts from your Forminator form, quiz and poll submissions: wpDataTables integration for Forminator Forms.

wpDataTables Plugin Required

For this integration, you must already have the wpDataTables plugin installed along with Forminator. Note that this integration works just fine with both the free and pro versions of wpDataTables and Forminator.

Recommended Reading

Check out our blog post on Creating Amazing Free Frontend Tables, Graphs, and Charts with Forminator and wpDataTablesDataTables for more information on how to make the most of your form data with insightful visualizations.

To get started, install the wpDataTables integration for Forminator Forms plugin 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 wpDataTables > Create a Table, select the Create a data table linked to an existing data source option, and click Next.

Create a table with wpDataTables

On the next screen, give your new table a Name; you can always edit this later.

Then, for the Input data source type option, select Forminator Form.

For the Choose a Forminator Form option, select the form, poll or quiz you want to use for your new table.

Select Forminator as source for wpDataTables table

Note that the form, poll or quiz you want to use must have at least one submission stored in your database or you won’t be able to create a table with it, and will see an error like this if you try.

wpDataTables error message

Once you’ve selected the form, poll or quiz you want, the Choose fields to show as columns option will be populated with all the fields that can be used in your table. Note that fields like reCaptcha, HTML, Page break, Section, and GDPR Approval are not used in tables and are excluded.

Click that option to pop it open to view and select the fields you want included in your table. Click Select All or click on individual fields to highlight only the ones you want.

Select Forminator fields for wpDataTables table

One you’ve selected all the fields you want to include in your table, click Save Changes at the top-right of the screen.

You’ll then see several new options & settings to explore along the top of the screen. Some of these options are only available in the Pro version of the wpDataTables plugin though.

wpDataTables settings and options

  • Data source – The screen you’re currently on and where you can change the source and/or included fields if needed.
  • Display – Options to fine-tune the layout of your table for the frontend display.
  • Sorting and filtering – Options to allow your users to filter and sort the data in your frontend table display.
  • Table Tools – Enable copy & save options in your table like print, PDF, CSV, etc.
  • Placeholders – (Pro only) Options here cannot be used with tables generated from Forminator data.
  • Customize – (Pro only) Table styling options.
  • Forminator Settings – Options to filter the Forminator data displayed in your table by ID or date range.

Once you’re happy with how you have your table set up, copy the shortcode from the top of the screen and add it to a page on your site to see how it looks and works.

Copy wpDataTables shortcode

You’ll likely want to come back to the settings to adjust things. There are way too many options in the wpDataTables plugin to go over here, which is outside the scope of this usage document.

For help with configuration of its many features, click a View Documentation link anywhere in that plugin to consult the extensive wpDataTables documentation.

Here are a few examples of the types of frontend tables & charts you can create from your form, poll & quiz data.

Data from a t-shirt order form:

wpDataTables example

Data from a frontend post form:

wpDataTables example

Graph of cumulative sales data:

wpDataTables example

Chart of data from a closed poll:

wpDataTables example

The Settings module allow admins to customize some functionality and appearance and to establish data security protocols.

4.10.1 General

Link to chapter 10

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.

Set the number of each module to display on Forminator dashboard screen

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.

Customize from headers in Forminator emails

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.

Set the number of each module to display per page in Forminator listings

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.

form editor settings

4.10.2 Accessibility

Link to chapter 10

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.

4.10.3 Data

Link to chapter 10

Uninstallation

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

data uninstallation settings

Reset Plugin

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

Reset option in Forminator

Remember to click Save Changes after adjusting Forminator data settings.

4.10.4 Google reCaptcha

Link to chapter 10

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.

Google reCaptcha integration in Forminator

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

Select reCaptcha version at Google

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.

Get reCaptcha keys at Google

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.

Google reCaptcha setup error message shown in Forminator

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

4.10.5 Import

Link to chapter 10

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

Import Contact Form 7 forms into Forminator

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.

Options to import Contact Form 7 forms into Forminator

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.

4.10.6 Submissions (Settings)

Link to chapter 10
NOTE

If you enable the “Custom” option for any of the features in this section but leave the value at “0”, that is the same as enabling the “Forever” option.

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.

Set form submission retention period in Forminator

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.

Set IP retention period for form submissions in Forminator

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.

Account erasure options for Forminator form submissions

Poll Privacy

Submissions Retention

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

Set poll submission retention period in Forminator

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.

Set IP retention period for poll submissions in Forminator

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.

Set quiz submission retention period in Forminator

4.10.7 Payments

Link to chapter 10

Forminator supports both Stripe and PayPal online payment processing platforms.

NOTE

You must have access to an account with one or both of these services and one or both of those accounts must be connected to Forminator in order to use the payments feature.

Connect to Stripe

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

Connect Stripe payment gateway in Forminator

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

Enter Stripe API keys to connect with Forminator

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.

Get live Stripe API keys to connect with Forminator

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.

Get test Stripe API keys to connect with Forminator

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.

Stripe successfully connected with Forminator

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.

Connect PayPal payment gateway in Forminator

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

Enter PayPal API keys to connect with Forminator

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.

Get PayPal sandbox API keys to connect with Forminator

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.

Get PayPal sandbox API keys to connect with Forminator

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 live PayPal API keys to connect with Forminator

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.

PayPal successfully connected with Forminator

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

4.10.8 User Roles

Link to chapter 10

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.

user role editor

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.

manage forminator capability

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.

Add capability in User Role Editor plugin

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.

create new user for forminator

4.11 Import / Export

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You can export any form, poll or quiz from one site to another for easy duplication and to keep your branding consistent across multiple sites.

Click the gear icon for any form, poll or quiz, and select the Export option.

Export form in Forminator

Copy all the text from the field in the modal that pops open. You can also click the Download button to download that code as a plain text file for safekeeping if you like.

Copy form code for export in Forminator

Then go to the appropriate Forminator page on your other site (Forms, Polls or Quizzes depending on which one you want to import there). Click the Import button at top-left.

Import form in Forminator

In the modal that pops open, paste the code you copied from the other site into the textarea and click the Import button. You’ll then see your imported module appear in the list with any others that may already be there.

Paste form code for import in Forminator

After reading this guide, if you still have questions regarding Forminator, don’t hesitate to start a live chat with our support Superheroes or submit a support ticket using the Support tab of your WPMU Dev Dashboard.

Navigate to WPMU DEV DASHBOARD > SUPPORT > NEW TICKET to create a support ticket.