Wish more of your work could be set-and-forget? It can. Use WordPress form logic to spend less time on little things!
Maintenance tasks can eat up way too much of our day. Whether you’re the person filling out a form or the person managing incoming form submissions, WordPress form logic can help automate both. In either case, less form management means more time for other tasks.
Spend too much time digging through form submissions to route them to the people or department that need to see them? Find yourself following up with the folks that have submitted your forms with the exact same information half the time? Manually sorting new email list signups or new leads into your CRM?
You may have tried to-do lists, spreadsheets, or a hundred other tools to help cut down on time and human error for tasks like these. And yet, it still takes time from your day and things just plain get forgotten sometimes. Here’s a way around many of those little things you’ll wish you discovered a lot sooner!
1. Send conditional email to different people or departments
Not every form submission needs to be sent to the same people internally. We get that. Too often this results in a person that’s designated to filter through submissions, determine who needs to see what, and then making that happen. It’s a chore. It takes time. Unavoidable human error means some submissions get lost in process. Stop handling these this way!
You can have any number of email actions set up on any form with Ninja Forms. Using Conditional Logic, you can apply logic to each, telling it to fire only if certain conditions have been met in the form. Any field can be your trigger. Don’t ever sort manually through submissions to route them to the people or department that need to see them! See this article for step by step directions on setting this up!
2. Send users to different landing pages or forms automatically
It’s really common to collect different bits of info from different leads at different stages of your funnel. Are you collecting info in one form then reaching out to the lead with a link to the next step? Way too many people think they have to do it that way because the next step might be one of several different landing pages or resources. You can automate this!
You can add multiple redirect actions to any form, each with their own destination. Using Conditional Logic, you can apply logic to each, telling it to fire only if certain conditions have been met in the form.
Sending users from one form to another form? Be sure to pass any important information from the first form into the second one. This article goes into detail on how to do that.
3. Offer different lead magnets to different users in the same form
Not everyone is going to respond the same to the same incentive. Common sense, right? But it can get really complicated really fast to try and offer different lead magnets from the same form. It’s actually very easy.
Here’a tip most people don’t realize. You can set up multiples of any of these on one form, but only have one of them fire. Place a different lead magnet in each, and determine which is presented based on how the user fills out the form. All you need is a bit of WordPress form logic on each action.
Here’s an example of a form that will determine a score for the user that triggers different option on submission!
4. Signup new users to different newsletter or CRM lists based on how they fill out the form
Connecting your WordPress forms directly to your email marketing or CRM account saves hours of manual labor. Crawling through new submission each day or each week to manually transfer new leads or signups is a major chore. That’s removed from your to-do list entirely with a direct integration.
But what if your account has multiple lists, as so many do? Some things can be self-selected by the user, like Mailchimp Groups. Categories like lists or audiences usually aren’t. That puts you right back in the position of manually sorting.
Logic can be applied to any signup action in Ninja Forms. Use multiple actions, one for each lists, and apply conditional logic telling it when to fire. Your new signups and leads can be automatically categorized to the list or audience of your choice.
Bonus: This works for Mailchimp Tags too!
5. Offer digital and physical payment options from the same form with conditional logic
It’s very common that we want to let customers pay using either PayPal or their credit card. It’s not uncommon that cheques, payment orders, and similar payment types need to be ab option too. Especially in that case, payment often requires multiple touch points with the customer. It doesn’t need to.
Your WordPress forms can be set up allow all the information needed to be provided in one go. Just provide a field for the customer to indicate their preferred payment method. Use WordPress form logic to either trigger a PayPal or credit card transaction, or present the fields needed to provide physical payment info. Any required files can be uploaded through the form as well.
6. Show and hide different form fields or entire sections as they’re needed
Time saving tips aren’t just useful for admins, but for users too. Making your WordPress forms faster to fill out means more people fill them out!
You can very easily set WordPress form logic to target fields. When a field may or may not be relevant to every user, set it to be hidden by default. If a user fills out a field in a way that indicates that the hidden field is relevant, the field appears.
The same logic can be applied to entire parts/pages of the form if you’re using Multi-Part Forms. You just use conditional logic statements on the individual parts instead of (or in addition to) fields.
This article gets into the specifics of how it’s done.
7. Hide and display list options, or pre-select them conditionally
In the same vein as tip #6, you can save your users time and hassle with this trick. The more user friendly your form, the more people will engage with it!
Any list field option can be hidden or displayed in Ninja Forms using Conditional Logic. You don’t have to target the whole field.
Similarly, you can have list options conditionally selected or deselected for the user without requiring their interaction. Just create a logic statement that’s based off an earlier user interaction with the form.
Using the above tips will boost your productivity by helping you do LESS!
We usually think of increased productivity hand in hand with doing more. Use these tips above to do fewer menial, repetitive tasks each day. Free yourself up to pay attention to the things in your day that actually need your oversight!
Conditional Logic is your ticket to smarter forms that will do more of the lifting for you. Free up more of your day for the important things. Pick up Conditional Logic for Ninja Forms today! It’s also part and parcel of any of our membership plans.
We’re always looking for ways to improve and make your lives easier. Please leave a comment for us below! What other tasks would you love to see automated in your WordPress forms?