Getting started with gravity forms

  1. In the Dashboard, click the Forms menu item
  2. Click New Form from the sub-menu
  3. A pop-up window will appear asking for a Form title and optional description
    Add Form Title
  4. The form builder works in a drag-and-drop fashion allowing you to choose “Fields” from the right-hand side and drag them into place in the form
    Building a form using drag-and-drop
  5. Note: only users given the Administrator designation can build, edit, and view Gravity forms

Required Plugin

To ensure the accessibility of forms created using Gravity Forms, active the WCAG 2.0 form fields for Gravity Forms plugin. To do so, select Plugins from the Dashboard and activate WCAG 2.0 form fields for Gravity Forms.

Standard Form Fields

Standard Fields include options like Single Line or Paragraph Text and Drop Down questions.  These fields are straight-forward and are added to the form by simply dragging and dropping them into the form in the order you desire. Once added, clicking the field will open a window allowing for additional edits/options to be made.  A Field Label can be given as well as description or rules requiring the question be answered. There are also tabs to alter the appearance of the field and advanced options such as conditional logic.  Anywhere that you see a ?, you can hover over for more information about what you’re looking at.

Editing form field

Advanced Form Fields

Advanced Fields are for specific uses. They enable advanced formatting of regularly used fields such as Name, Email, Address, etc.

Post Fields

Post Fields allow you to add fields to your form that create Post Drafts in WordPress from the submitted data. Additional information about how to use Post Fields to populate content on your site can be found at…

Pricing Fields

Pricing fields allow you to add fields to your form that calculate pricing for selling goods and services. Note that these fields do not add any e-commerce component to your form/site, they allow for the selection of items and the tallying of goods.

Form Settings

Form Settings allow you to set things like Form Layout and the look and feel of the Form Button as well as options restricting access to the survey.  The “Require user to be logged in” option limits requires users to first log in before accessing the form.  There is also an “Anti-spam honeypot” option to help protect your form from spam.

The Confirmations section allows you to set up a confirmation email to be sent back to the form taker and the Notifications section allows for notifications to be sent to the administrator of the site and/or others whenever a form is completed.

Gravity Forms form options

Entries

A log of all the entries created by respondents can be managed from the Entries tab.  This serves as a log of all data collected with the form as well as a way to see responses.

Preview

The Preview tab opens a preview of what the form will look like when displayed. Changing the size of your browser window will also show how the appearance of the form will change based on screen size. It is a good idea to check the responsiveness of your form as many user may use their Smartphones or other devices to access the form.

Adding a Form to a page/post

  1. Click the [Add Form] button in the page/post editer
    Add Form button
  2. A window will open allowing you to select from your saved forms
  3. Short code linking to the form will appear in the Content window
    Short code for gravity forms