7 Steps to Create WPForms Conversational Forms in 5 Minutes

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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), WordPress interactive forms allow users to ask 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. It boosts the form completion rate and subsequently increases lead signup.

WPForms interactive, user-friendly 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?

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 benefit from WPForms conversational or smart forms.

Some of the uses or benefits of conversational smart forms are:

• It boosts the signup rate.
• Easy to set up.
• It brings forms abandonment to a bare minimum.
• It makes form completion easy for users.
• Answer one question at a time.
• Create distraction-free lead generation 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 in less than 5 minutes.

How to Build Interactive Form With WPForms Pro

The most crucial step is installing WPForms Pro Plugin 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.

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 on this page. Suppose you want to learn more about the features and benefits of using WPForms Pro to grow your business.

Step 1. Create a “Simple Contact Form”

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

It will open up the WPForms templates setup page.

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

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

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 or interactive form, you probably need many other field options. So from the left-side panel, drag any user field you want onto the Conversational form builder panel.

Add as many fields as possible if you want. If you want to delete any field, this is also simple.

Please hover your mouse over the corresponding field, and click the delete icon.

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 must configure your form to reflect your brand identity, comply with GDPR requirements, add spam checks, 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.

On this page, you can configure the following:

• Form Name – 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 the CSS class name for the form wrapper.
• Submit Button – Customize the form CTR button to attract more clicks.
• Submit Button Process text – When submitting the form, enter text to display.
• Ajax Form Filed – Enable Ajax for no page reload while the form submit.
• Enable/Disable GDPR enhancement – Enable your form to comply With GDPR.

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

Step 4. Conversational Form Enabled

We need to turn your simple contact WPForm into conversational web forms.

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

Note: This field will turn grey if you don’t install the conversational addon. In this case, activate the addon from the WPForms main menus.

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

A small dialog checkbox will open when you click on confirmation from the left-hand side.

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

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.
• Choose 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…

Step 5. Adding Your Conversational Form to Your Pages/Post

Now that your form is ready, you may want to add it to your WordPress pages/posts or widgets.

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.

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

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.

Step 6. Setting up Form Submission Notification

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

You probably want to get notified immediately when you receive an email entry from your conversational form. This helps you know if it’s urgent so you can act accordingly.

How do you set up email notifications with WPForms?

To set up an email notification alert, click “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 send 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.

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

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

You can also enable conditional logic for email notifications.

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

Step 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 allows you to direct your contact form users to a web page.

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.

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

Now, select your confirmation type.

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

FAQ – WPForms Conversational Forms

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.