How to Create Conversational Forms in WordPress

Do you want to give your users a interactive form-filling experience? Then conversational forms should be your go-to form types. You can turn your contact forms, lead generation, surveys, and application forms into a conversations-like experience.

In this tutorial, I will show you the step-by-step process of making conversational forms in WordPress.

Benefits of using conversational forms

Unlike traditional forms, conversational forms are far more interactive as they present one question at a time for your users. As a result, users don’t get overwhelmed with loads of questions to answer that leads to lower form abandonment rate.

On top of that, you get a sleek, fully-customizable form to collect information with this type of form. Here are some core benefits of using conversational forms on your website.

• Interactive web forms
• Full-page form layout
• Maintaining brand identity
• Conversion-like form filling experience
• Higher conversion rate

Create a conversational customer feedback form with Fluent Forms

For demonstration purposes, I will create a customer feedback form. But you can create any form you like with conversational form.

I will use Fluent Forms for creating conversational forms. Fluent Forms offers the ability to create fully customizable conversational forms very easily.

Follow the steps below to create a customer feedback form of conversational type –

1. Create and customize your form
2. Set up conversational form settings
3. Display the form on your website

Now, let’s discuss the steps in detail.

Step 1: Create and customize your form

For the customer feedback form, I would like to collect the following information:

• Customers’ name
• Contact information and
• Responses to feedback questions

Once you know what kind of feedback you will ask your customers, you can start building the form.

First, click on Fluent Forms > New Form from your WordPress dashboard. You’ll be presented with a pop-up window to select from the types of forms you can create.

Select Create Conversational Forms option.

You can also start by creating a regular blank form and then convert it to a conversational one.

After clicking on the Create Conversational Form, you’ll get the conversational form editor interface with some fields already added for you. You can delete the added fields and start from scratch.

Start by renaming the form.

Then drag and drop the necessary fields from the Input Fields section on the right.

To collect information about customers, I will add the Name and Email fields to our form.

You can customize the added fields. To do so, click on the field and you will see various field-specific Input Customization options.

I clicked on the Email field and made it a Required field from the input customization. There are many other customization options that you could try.

Now, add the feedback form questions that you want to ask to your customers.

I have selected the following questions –

1. How satisfied are you with our product/service?
2. How would you rate the quality of our product/service?
3. How would you rate our customer service?
4. Do you feel that our product/service provides good value for the price?
5. How easy is it to use our product/service?
6. How likely are you to recommend our product/service to others?
7. What can we do to improve our product/service?
8. Do you have any other comments or feedback?

For the first six questions, I would like to use Radio Field and provide some options to choose from. Last two questions are open-ended in nature. So I will use Text Area input field for them.

To add the first question, drag and drop the Radio Field to the form editor.

Now customize this field by replacing the default Element Label with the question and add the options.

You can also make this question mandatory to answer.

Add other questions following the same method.

Now add the last two open-ended questions using Text Area input fields.

Click on the Save Form button on the top to save your form.

Now, move to the Design tab to customize the look and feel of the form.

Then, go to the Design part from the form editor. The option is available at the top bar.

Here, you’ll get all the options for changing the texts font of the form, colors of questions, answers, buttons, button text, adding a background image, setting Disable Layout on Mobile Devices, Disable Scroll to Next, Disable Branding, Key Hint, etc.

We’re changing the text font to Times, keeping the question color white, the answer color white, the button color blue, the text white, adding a background image, etc.

Don’t forget to save the form’s settings at the bottom left side.

Here’s the preview of the form.

Step 2: Set up conversational form settings

Move on to the Settings & Integrations part from the Design option. You can set the Form Settings, Email Notifications, Other Confirmations, Landing pages, Quiz Settings, Custom CSS/JS, Marketing & CRM Integrations, etc.

In the form settings, we’re changing the confirmation type. We want to redirect our users to the deal page after submission. So, we’ve selected the confirmation type to “To a Page” and selected the page for Fluent Forms Christmas Holiday Deal.

Scrolling down a bit on the same page, we’ve also set the Maximum Number of Entries in the Scheduling & Restrictions section.

In the Email Notifications part, we also set the email confirmation messages, such as name, subject, and body.

In the Other Confirmations option, you can set the form’s other confirmations, like conditional confirmations, based on the user’s response to the form.

The Landing Page part will let to enable the form’s landing page mode if you want.

Quiz settings will let you show the grading system for your form’s questions.

You can design your form differently in the Custom CSS/JS part. We’re skipping it for now.

The final option is Marketing & CRM Integrations. You can connect your form with other parties to trigger the next action of your form, such as email campaigns, CRM management, phone notifications or messaging, etc. We’re connecting our form with Mailchimp to do our campaign for upcoming deals.

To do that, you’ve to move on to the Global Settings option of the tool and connect the Mailchimp account.

After that, you’ve to create a specific list for this form on your Mailchimp account and select that list here to the Mailchimp feed of the specific form.

That’s all for the settings now.

Step 3: Add the form to your website

You can publish the form on your website in two ways. If you want to add your form to a page, go to the Pages section from the WordPress dashboard, and tap on the Add New button.

Then select the Fluent Forms’ Gutenberg icon.

Now, select your form from the available forms, and click on the publish button from the top right corner.

You can publish the form in another way. Copy the form’s shortcode and paste it anywhere on your website, either to a blog post or a page.

Easy! Isn’t it?

Let’s see some real examples of conversational forms on many websites.

Fluent Forms in a nutshell

Fluent Forms is one of the most robust form builders in the WordPress community. From making sign-up forms to quiz forms is just a matter of a few minutes with Fluent Forms. It gives some fantastic features and functionalities to make amazing contact forms for your website. Its noteworthy features are:

• 60+ input fields
• Drag and drops
• 70+ pre-built templates
• Conditional logic
• 40+ third-party integrations
• Conversational forms
• GDPR field
• Spam protection
• Signature add-on

Besides, you can use the plugin also collect payments for your eCommerce WooCommerce and store. Because it supports

• Stripe
• PayPal
• Mollie
• Paystack
• Razorpay

In addition, Fluent Forms’ global styler option lets you make stunning forms for your website. On top of that, when it’s about pricing, Fluent Forms asks a very small amount to pay compared to other plugins in the market.

So, what’s the waiting for? Grab Fluent Forms now. Check out our blog posts for more tutorials like this, and follow us on YouTube, Facebook, Twitter, and Instagram, for more information about Fluent Forms.