How to Create WPForms Conversational Forms in 5 Minutes

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wpforms conversational forms blog post featured image

If your business requires more information from users to complete the contact/signup forms, the WPForms conversational forms builder is what you need.

Unlike the basic lead generation forms with two fields for users to enter (name and email address). The conversational forms make it possible to ask users many questions without feeling overwhelmed.

It brings the feeling of a face-to-face human conversation into the web form interactions. And makes it possible to ask one question at a time.

My first-time experience with WordPress conversational forms is on the ConvertKit website. At the time, a similar web form was used on the ConverKit affiliate questionnaire page.

Conversational forms WPForms make the content on the page more engaging and easy to complete for users. By that, it boosts the form completion rate and subsequently increases lead signup.

WPForms conversational forms are distraction-free landing pages form. But you can add it to your existing WordPress pages/post too.

Here is a conversational contact form demo on the WPForms website.

Since conversational forms are barely a new type of web form, you may wonder what the benefits are to your business?

Do I need Conversational Web Forms?

Well, if your contact forms require users to enter dozens of fields, you take surveys, job application forms, accidental report forms, event planning, etc…

You may definitely benefit from WPForms conversational forms.

Some of the uses or benefits to conversational forms are:

  • It boosts the signup rate.
  • Easy to setup.
  • It brings forms abandonments to a bare minimum.
  • Makes form completion easy for users.
  • Answer one question at a time.
  • Create distraction-free contact form landing pages.

Your contact forms users will find your web forms engaging and more interactive than the traditional basic form types. Besides, user can use their device keyboard just the way it’s used on chat messengers apps.

And absolutely, you required no coding knowledge to put up WPForms conversational forms. It’s simple to put up on your blog.

With the WPForms drag and drop form builder, you can complete the process less than 5 minutes.

How to Build a Conversational Form With WPForms Pro

The most important step here is first to get WPForms Pro Plugin installed on your WordPress website.

If you don’t already have WPForms Pro installed, get it here.

After installing and activating WPForms Pro on your website, activate the conversational forms addon to make this work.

WPForms addon list page

You’ll need the WPForms Conversational forms addon for this process to work.

WPForms addons are what bring more functionalities and personalization to your contact forms.

Now that WPForms Pro is installed on your blog, follow the steps below to have WPForms conversational forms active.

Note: I wrote a detailed review of WPForms Pro you can find on this page. Suppose you are keen on learning more about the features and benefits of using WPForms Pro to grow your business.

Step 1. Create a “Simple Contact Form”

To do this, hover your mouse on WPForms in the WordPress admin sidebar. And click on “Add New” from the menus.

illustration image showing how to create a new form in wpforms

It will open up the WPForms templates setup page.

On this page, choose the simple contact form templates and give your form a name.

new form templates page in WPForms

A simple contact form will now be auto-generated for you on the next page that comes up.

contact form drag and drop page builder in wpforms

Now, we’re done with the first step. It’s time to move into the second phase to customize your WordPress conversational form.

Step 2. Customizing Your Conversational Form.

Your simple contact form comes default with 3 fields in this order:

  • Name (First and Last Name)
  • Email Field.
  • Comment or message (Text field.)

Since this is a conversational form, you probably need many other field options. So from the left-side panel, drag any user filed you want onto the Conversational form builder panel.

settings panel in wpforms

Add as many as possible fields you want. In case you want to delete any field, this is also simple to do.

Please hover your mouse at the corresponding field, and click on the delete icon on it.

illustration form field delete option in wpforms

Once you’re done with your selection, it’s time to configure your web form. Now, let’s get into that…

Step 3. Conversational Form Configuration

You need to configure your form to reflect your brand identity, comply with GDPR requirements, adds spam check, etc.

This is where you get all these done.

Go to “settings” from the left side menu to start the form configuration and click General.

illustration image for general setting option in woforms

On this page, you can configure the following:

  • Form Name – Here you can change the form name for identification purposes.
  • Form Description – Also for identification purposes, you can write a description here.
  • Form CSS Class – Enter CSS class name for form wrapper.
  • Submit Button – Customize form CTR button to attract more clicks.
  • Submit Button Process text – While the form is submitting, enter text to display.
  • Ajax Form Filed – Enable Ajax for no page reload while form submit.
  • Enable/Disable GDPR enhancement – Enable your form to comply With GDPR.

Once you’re done with the form configuration settings, remember to click on save. And move to the next step, which is…

4. Conversational Form Enabled

Now, we need to turn your simple contact WPForm into conversational web forms.

This is where the WPForms conversational addon you installed earlier becomes useful. On the settings page, click on “Conversational Forms” from the left side panel.

selecting conversational form addon in wpforms

Note: If you don’t have the conversational addon installed, this field will turn grey. In this case, activate the addon from the WPForms main menus.

addon menu in WordPress admin dashboard

After activation, refresh the setting page for this addon to work.

When you click on confirmation from the left-hand side, it will open a small dialog checkbox.

Check the “enable conversational Form mode” box to reveal the content editor.

conversational form check box enabled gif image

Here you can:

  • Customize the content of your conversational form page.
  • Choose a custom header logo.
  • Hide WPForms branding.
  • Select a background and submit a button color.
  • Chose between percentage or proportion for the form progress bar.
  • Copy conversational form URL page.
  • Preview conversational contact form landing page.

When you’re done selecting, click the save button at the top of the page.

That’s it!

Your WPForms conversational forms are ready to use on your website. The next step is…

5. Adding Your Conversational Form to Your Pages/Post

Now that your form is ready, the next thing you may want to do is adding it to your WordPress pages/post or widget.

With WPforms, you can add your contact forms to any location on the blog. Either it is the sidebar, inside content, footer area, etc.

To add your conversational form to your blog, create a new WordPress page/post, or edit an existing one.

Click on the + icon on your WordPress editor to reveal the block editor’s selection panel. Type “WPForms” in the search bar and click on it.

adding conversational form to WordPress pages/post

In the WPForms dialog box, select your conversational from the drop-down menu.

selecting the form type drop down menu in block editor

Your conversational form is now live on your blog. The next thing is to hit the publish button. And your form is ready for user interaction.

6. Setting up Form Submission Notification

As a business owner, you need to follow up on your contact form users. WPForms makes getting form notifications easy and simple to set up.

When you receive an email entry from your conversational form, you probably want to get notified immediately. This helps you to know if it’s urgent or not so you can act accordingly.

How do you set up email notifications with WPForms?

To set up an email notification alert, click on “Setting” in the WPForms admin panel. Then click on “Notification” on the left side of the panel.

On the right-hand side, edit what email and the message to sent to who and the reply-to field. There are other email features you might want to edit on this page:

  • Send to email address.
  • Email Subject.
  • From Name.
  • From Email
  • Reply-to
  • Message filed.
setting up email notification in wpforms gif image

You can edit any of these form fields to suit your brand message.

And if you use smart tags, users will also get email notification acknowledgment to confirm the success of their message.

You can also enable conditional logic for email notification.

This helps filter emails, so you only get notifications for what’s most important to you.

7. Enabling Form Confirmation Message

When users submit a form through the conversational contact form on your website, you might want to display personalized messages to these users.

This allows users to know their message has gone through. It also gives you the chance to direct your contact form users to a web page of your choice.

In WPForms, there are 3 confirmation options to choose from.

  1. Message – By default, when users submit an email through the WPForms contact form, a simple message is displayed to let them know their message has gone through. You can customize the content of this message in the WPForms content editor.
  2. Show Page – This option lets you direct users to a specific page on your website after submitting a form through your conversational contact form.
  3. Go to URL (Redirect) – With this option, you can redirect your contact form users to external websites after form submission.
setting up form confirmation message in wpforms setting panel

To set up your confirmation message, click on the setting in the WPForms editor. Next, click on the confirmation.

Now, select your confirmation type.

Depends on your selected option, you can customize the content of the “message” confirmation. The two other options give you access to select your preferred website page URL.

Conclusion…

Setting up a conversational WordPress form is not difficult to do.

With the right tools, anyone with no coding skills can complete the entire process with the WPForms WordPress plugin.

Now that you’ve got the WPForms conversational form tutorial, it is time to grab the WPForms pro account to get started with your contact forms.

8 thoughts on “How to Create WPForms Conversational Forms in 5 Minutes”

  1. Hey SHAMSUDEEN ,

    Awesome post with fantastic work. You have provided effective & helpful tips to create Conversational contact forms in Wpforms.

    Yes i completely agree with your words that conversational forms make the content on the page more attractive and also helps in generating more leads. Conversational web forms are really easy to setup, boost the signup rate and also makes it possible for the user to ask queries, questions and doing interaction and conversation as well.

    Your each steps ( including images ) to create conversational contact forms in wpforms are so clear, easy to understand and are also providing good & better understanding. Following the steps will be a great helping hand.

    After going through this complete guide i really got helpful ideas and have also boosted my knowledge upto some limit.

    Eventually thanks for sharing your ideas, knowledge and such a helpful post.

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