Managing and Customizing Forms in WPZOOM Forms

When you install WPZOOM Forms PRO, a basic example form is created automatically to help you get started. This guide covers how to access and customize your forms using the block editor.

---

Table of Contents

1. Viewing Existing Forms
2. General Form Settings
3. Adding Form Fields
4. Editing Form Fields

---

Viewing Existing Forms

To view and manage your forms:

1. In your WordPress Dashboard, go to WPZOOM Forms → All Forms.
2. Here you’ll see a list of all forms on your website. Each row shows the form title, shortcode, number of views, submissions, conversion rate, and the date the form was published.
3. Click on a form title to open and edit it.

---

General Form Settings

Clicking on a form title opens the block editor where you can configure general settings. In the right sidebar (under the Form block settings), you’ll find:

Form Name – Change the name for your internal reference.

Form Method – Choose how form submissions are handled:

• Email Only – Sends submission details to your email address. Entries are not saved in the dashboard.
• Save to Database Only – Stores entries in the WordPress dashboard but does not send emails.
• Save to Database & Email – Stores entries and sends them to your inbox. (Recommended for most cases)

Send To – Set a recipient email for form notifications (default: site admin email).

Success Message – The message displayed after a successful form submission.

Failure Message – The message displayed when an error occurs.

After Submission – Choose what happens after the form is submitted:

• Show Message (default option)
• Redirect to URL

Customize Notification Email – Open the email template editor to adjust how submission details are formatted and displayed in the notification email.

For a more detailed guide on customizing notification emails, refer to the Customizing Notification Emails guide.

---

Adding Form Fields

To add new fields to a form:

1. Open a form in the editor.
2. Select the form block to reveal the form settings sidebar.
3. In the Form Fields panel, click on a field type to insert it, or drag and drop it into your desired position.

Available fields include: Text, Email, Phone, Message, Select, Checkbox, Radio, Website, Date, Upload, and more.

---

Editing Form Fields

Click any field to view and update its individual settings in the right sidebar:

• Placeholder – Optional text shown inside the field.
• Label – Field title visible to users.
• Required – Toggle to make the field mandatory.

Some fields include additional options:

Email Field:

Is Reply-To Address – Marks this field as the reply-to address in form submission notification emails.

Subject Field:

Is Subject – Marks this field as the email subject for the form submission notification emails.

You can also rearrange field order by dragging them within the editor.

---

What’s Next?

• Adding Forms to Pages, Posts, and Widgets
• Managing Form Submissions
• Configuring Plugin Settings