General Information

The Form Builder module is a core component of the wpSaleGen plugin, providing a comprehensive interface for managing forms. This module is tightly integrated with the Contacts module, enabling seamless contact profile management through form submissions.

Short Overview

Build simple or advanced forms quickly with the visual editor.

• Create forms based on your contact fields using a visual editor and customize settings individually for each form.
• Personalize the design of each form with detailed styling options.
• Display or hide forms using conditional logic: logged-in users, guests, users who haven’t filled in the form yet, and more.
• Choose from multiple form types: simple submit, user registration, contact identification and creation, user login, or logout form.
• Each form type supports its own unique settings.
• Supports SMTP and PHP mail() — configure your own email delivery server.
• Built-in captcha options: Honeypot, Google Recaptcha v2 Checkbox, and v2 Invisible to stop bots.
• Send custom email notifications to both admin and contact using templates.
• Automatically assign contacts to groups or tags after form submission.
• Verify contacts and submissions with automatic field mapping from form to contact profile.
• Track detailed statistics of form views, errors, and submissions.
• Easily review all submissions with field content in a dedicated admin panel.
• Security first – built-in validation on both frontend and backend to ensure data integrity.
• Export all form submissions with a single click.

Form Builder Module Interface

Overview

The Forms module interface is divided into a form list, general settings, and options for all forms, including bot protection (captcha) type selection and corresponding keys.

Form Creation and Editing

Create and edit forms and their fields using an intuitive Drag-and-Drop visual editor. The editor is accessible in the Fields tab, where you can:

• Add fields from the Contacts – Fields submodule, which are pre-created in the Contacts module.
• Include unlimited additional fields like title and description (using wp_editor textarea) for visual separation and field descriptions.

Forms are built with a responsive layout, supporting three screen types by default: Desktop, Tablet, and Mobile. The form container is divided into a 12-column grid, with each field configurable to occupy 1 to 12 columns. Fields automatically adjust from left to right based on their width, and you can assign different column counts for each screen type, enabling flexible and visually appealing form designs.

Field Customization

For fields sourced from the Contacts module, you can override settings such as:

• Label Text
• Hide Label
• Show Tooltip Icon
• Tooltip Text
• Placeholder
• And many more

For field types like Select, Checkbox, and Radio, you can also override predefined option labels.

Form Options

The Options tab provides dozens of customizable settings, including:

• Show Form Restrictions: Control form visibility (e.g., everyone, guests, logged-in users, or users who haven’t submitted the form).
• Form Type: Choose from:
  • Simple Submission
  • Create/Identify Contact
  • WordPress-specific actions: Login, Logout, Signup, Reset Password

Additional settings appear based on the selected form type. You can also configure email notifications for administrators and contacts who submit the form. When a form submission creates a contact, you can assign specific tags and groups to the contact, which will be reflected in the contact’s profile along with the submission status (verified or unverified).

Form Submits

The Submits tab displays all submissions for a form, including detailed information such as:

• Date and time of submission
• IP address
• WordPress user ID (if the user is logged in)
• Contact ID linked to the submission
• All field values from the form

You can verify a contact with a single click after manually reviewing their data. Additionally, you can verify the form submission itself. If a contact is created or linked to the submission, you’ll be prompted to transfer submission data to the contact profile automatically, eliminating the need for manual updates.

Form Submits Statistics

The Submits tab in the Forms module provides detailed statistics to track form performance and user interactions. The following metrics are available:

• Total Views: 25 (total times the form was viewed)
• Total Submits: 1 (total form submissions)
• Error Submits: 0 (submissions that failed)
• Success Submits: 1 (successful submissions)
• CTR (View to Submit): 10% (percentage of views resulting in submissions)
• Success Rate: 100% (percentage of submissions that were successful)
• Error Rate: 0% (percentage of submissions that failed)
• View-to-Success Rate: 10% (percentage of views resulting in successful submissions)
• Detailed Submission Data:
  • Submit ID: 206
  • User ID: 0 (anonymous user)
  • Contact ID: 108
  • IP: ***.***.***.***
  • Date: 2024-02-24 14:03:33
  • Email: john.test@****.com
  • First Name: John
  • Last Name: Walker

Form Design

The Design tab allows you to customize the form’s appearance to match your site’s style or theme. With approximately 100 detailed and user-friendly design settings, you can modify elements like standard Radio buttons and Checkboxes to create a cohesive look.

Summary

The Forms module is a powerful tool that works closely with the Contacts module and its submodules. It enables you to create highly customizable, responsive forms on the fly, manage submissions, and seamlessly integrate with contact profiles. With its visual editor, extensive customization options, and robust submission handling, the Forms module empowers you to create detailed and professional forms tailored to your needs.