Accessing Fluent Forms from the WordPress Dashboard

Before you can start creating and editing forms, you’ll need to access Fluent Forms from your WordPress dashboard. Here’s how:

  1. Look for ‘Fluent Forms’ in the sidebar menu and click on it.
  2. You’ll now see the ‘All Forms’ dashboard. Here, you can manage existing forms or create a new one by clicking the ‘Add a New Form’ button​.

Adding and Editing Fields in Fluent Forms

Creating a form in Fluent Forms involves adding various input fields. Don’t worry, it’s a lot simpler than it sounds!

  1. Add a Field with a Click: You can add a field with just a single click. It’s as simple as that!
  2. Drag & Drop: This method is just as it sounds. You select the field you want and drag it over to the form builder point.
  3. Form Builder: You can also add a field by searching for it. Here’s how: in the form builder point, look for the plus (+) sign. Click it, and a dialogue box will appear with a search box. Type the name of the field you’re looking for, and when it appears, click on it to create that field.
  4. Search from Sidebar: Lastly, you can add a field by searching from the right sidebar underneath the Input Fields section. Type the name of the field you want, and voila, you’re done!

Setting Up Form Submission Confirmation Message

When a user submits a form, it’s a good idea to show them a confirmation message. Fluent Forms provides three different ways to do this:

  1. Same Page: By default, Fluent Forms displays the confirmation message on the same page where the form is located. You can customise the message in the ‘Message to Show’ field.
  2. To a Page: This option lets you redirect your user to a different page on your website after they submit a form. You might want to send them to a welcome page, your home page, or a blog index.
  3. To a Custom URL: With this option, you can redirect users to a different website altogether. Just put the outbound URL you want your user redirected to in the ‘Custom URL’ field. You can also use one of your fields to take URL input from the user, for example, the URL field.

Don’t forget to save your customisation by clicking on the ‘Save Settings’ button on the top right.

Setting Up Email Notifications

Fluent Forms also allows you to set up email notifications for every time someone fills up a form. This is particularly handy for keeping track of form submissions and can even be set up to notify your team members.

  1. Enabling Email Notification: To enable this feature, click on the settings of the form, then go to ‘Settings & Integration’ in the topbar. From there, click on ‘Email Notifications’ on the sidebar and then on ‘Add Notification’.
  2. Naming the Notification: Name your email notification. This can be anything you want and will help you differentiate between different notifications if you have more than one.
  3. Setting the Recipient: In the ‘Send To’ field, enter the email address of the admin or any other email address where you want the notifications delivered.
  4. Customising the Subject and Email Body: You can customise the subject of the notification email. Also, configure the email body as needed. Fluent Forms provides an ‘Add Shortcodes’ drop-down for ease of use and advanced customisation.
  5. Advanced Settings: In the advanced email notification settings, you can specify additional recipients of the notification, such as team members or support staff. You can also define the ‘From’ name, email address, and ‘Reply-To’ address to be shown in the notification email.
  6. Conditional Logics: Fluent Forms allows you to set up conditional logic for notifications. If a form submission doesn’t comply with the conditional logic specified, that submission will not be notified via email.
  7. Saving the Notification: Finally, click on the ‘Save Notification’ button to make the notification setup effective. If you forget to do this, your notification setup will not be effective.

Conclusion

That’s it! You’ve now successfully learnt how to edit fields and set up notifications in Fluent Forms. Remember, the best way to become fluent in Fluent Forms (pardon the pun) is by practising. So, don’t hesitate to explore and play around with the options available to you. You’ll be a Fluent Forms pro in no time!