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4 Smart Form Automations for WordPress Quote Forms

Tired of tedious forms as a small business owner? Ninja Forms is here with smart form automation! This powerful tool allows you to personalize each form for your customer, thereby making your WordPress forms both personal and relevant.

Gather high-quality information and calculate prices in real-time with Ninja Forms. This means instant quotes for customers and faster deal-closing for you. Ninja Forms makes form-filling easy and engaging, improving the user experience. Save time, enhance your service, and grow your business with Ninja Forms.

In this guide, we’ll show you four tricks to optimize user experience with our core Ninja Forms plugin and the Conditional Logic add-on. Ready? Let’s dive in!

1. Show or hide form fields based on your customer answers

Facing challenges with your static quote form? Our Conditional Logic add-on is your solution. It allows you to show or hide fields based on user responses, ensuring a personalized and interactive form experience.
Show or hide request a quote form fields with conditional logic

First, install Conditional Logic. After that, explore its builder to add dynamic fields. Our step-by-step guide will show you how to configure fields to appear or vanish conditionally.

2. Deliver personalized email notifications with conditional email routing

Boost your customer interaction with Ninja Forms’ unique feature of free email notification and submission management. Elevate this experience by adding our Conditional Logic add-on for personalized conditional email routing.

Conditionally route email notifications using Conditional Logic

Get started by installing the add-on, then navigate to ‘Email & Actions.’ Open the ‘Email action’ and select the ‘Conditional Logic’ dropdown to create customized conditions based on form field options.

Learn how to create these personalized notifications in just two simple steps in our ‘Send Conditional Email with Ninja Forms‘ guide. For more insights on our comprehensive email features, from customization to troubleshooting, check out ‘22 Ways to Use WordPress Form Email Notifications.’

3. Guide leads to custom URLs with conditional routing

Elevate user experience with Ninja Forms’ free Redirect action, included in the core version. This feature allows you to set up custom pages, posts, or website redirects upon form submission. Enhance this by adding our Conditional Logic add-on to redirect users to customized URLs based on their responses.

Create custom URL routing with conditional logic

After installing the add-on, go to ‘Email & Actions,’ click ‘Add new action’ to add the Redirect action, and select the ‘Conditional Logic’ dropdown to set conditions based on your form fields.

Need a walk-through? Check out our blog posts:

4. Personalize submission messages with Conditional Logic

Did you know the Ninja Forms Success Message action is compatible with our Conditional Logic add-on?  This means you can create as many custom success messages as you want, all based on how your user responds to your WordPress form fields.

Create conditional Success Messages using Conditional Logic

After activating the Conditional Logic add-on, navigate to the ‘Email & Actions,’ open the ‘Success Message’ action, and open ‘Conditional Logic’ to set conditions. To create multiple success messages, just hit ‘Add new action’ and repeat the process. Simple as that!”

Upgrade your business with smart form automations: get started with Conditional Logic today!

Ready to take your business to the next level with smart form automations? Transform your static quote form into a dynamic, user-friendly tool with Conditional Logic.

Start using Conditional Logic today! It comes with the Plus, Pro, or Elite membership or as a standalone add-on with a 1, 5, or 20-site license. Explore the full potential of Conditional Logic with our 14-day money-back guarantee.

Don’t wait – start mastering the top WordPress form builder today!