How to Create Conversational Forms in WordPress
Want to give your users a better interactive experience? Then conversational forms can help. You can make your contact forms, lead forms, surveys, and application forms with easy-to-design features and turn the conversations into conversions.
This article will present a step-by-step process of making conversational forms in WordPress. So, we dare you to go ahead and defy gravity!
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Perks of using conversational forms on WordPress website
Conversational forms let you achieve a lot more than just creating forms. They are far more interactive and responsive to users’ actions faster than just the normal contact forms. Here are some core benefits of using conversational forms on your website.
- Make interactive web forms
- Get a full-page form layout
- Do your product branding with a logo
- Fill up forms like chat conversion
- Very easy to use, and coding required
- High contact form conversion with very few abandoned forms
Besides, conversational forms help people to focus only on the form because of the full-page layout. As a result, it increases forms’ conversion.
Make a customer feedback form with Fluent conversational forms
We’ll make the tutorial with the following steps.
- Create and customize your form
- Set up conversational form settings
- Add the form to your website
Now, let’s discuss the steps in detail.
Step 1: Create and customize your form
We want to collect some emails for our upcoming Christmas campaigns. To do that, we’ll make a registration form with Fluent Forms. Why did we choose this plugin? We’ll answer that later. For now, let’s create a form with the tool.
Go to your WordPress dashboard, and install Fluent Forms Pro from the Plugins section.
Then, move on to the Fluent Forms pro dashboard, and click to the dropdown button near the Add New button. Here, you’ll get the Create Conversational Forms option. Tap on it.
You can also tap the Add a New Form button and make a regular form. After that, you can convert your form into a conversational form. We’ve made so many forms within this way. You can check out articles on amoCRM, online market research surveys, Salesflare, and more.
After clicking the Create Conversational Form button, you’ll get the conversational form editor. Drag and drop the necessary fields from the input fields section. We’ll make a survey form to find out our employees’ satisfaction. So, first of all, we’re adding an email field, a dropdown field, a radio field, and a checkbox field from the general fields section.
Let’s customize the fields. To do so, either click on the pencil icon of each field or tap on the fields separately and move on to the input customization section.
We’re naming the email field “Give Us Your Email.”
Dropdown field as “What Pricing Strategy You Would Love to Take?”, and settle the options as Annual, Lifetime.
Naming the radio field “Do you love the work environment of our company?” If you want to add images to the options, click on the Photo button from the Options.
On the checkbox field, we’re asking for his/her comfortable space on marketing.
Now let’s move on to the Advanced Fields section. From here, we’re taking only the Rating field and asking them to rate the facilities they get from the company.
When adding fields is done, click on the Save Form button from the top right corner. Here’s the preview of the form without any design.
We would like to share another thing: you can convert your form into a regular one just by clicking on the three-dotted button near the save form button.
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.
Hello, This is Prema. I work as a marketing strategist for Fluent Forms at WPManageNinja. When I am not playing with words, I go to explore nature.
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