Creating the Form
In your WordPress dashboard, click “Add New” under the “Forms” menu. (You can also click “Add New Form” on your “All Forms” page.)
Using a Template
When you create a new form, you will be presented with several template options. Click one to automatically apply fields (and styling!) to your form.
Building from Scratch
To add your own fields without using a template, use the blue “Add Field” button in the bottom right to open the fields drawer.
Single-click or drag the fields from the drawer into the builder
When you have finished adding fields, click “Done”.
Editing Field Settings
To change the field label, label placement, force a field to be required and more simply click on the field to open its settings drawer. You may also click the blue gear icon to open the field settings drawer. This drawer is different for each field type. For a detailed breakdown of field types, see the documentation here.
Duplicating or Deleting Fields
Hover over the blue gear icon in each field to expand the duplicate and delete icons.
Preview the Form
Preview any form changes without impacting users on the front end of your site with the preview button here:
Publish the Form
Once you are ready to push your form changes live to the front end of your site, click “Publish.”
Tips and Tricks
Undo Recent Changes
Next to the publish button, click the “Rewind” icon to open the Undo Manager.
Here, you can undo any or all recent changes to your form:
Save a Field to Reuse Later
To save all field settings including label, list values, styling classes, and more to reuse later, click the “star” icon in the field settings drawer. That will add a copy of your field to the “Add Field” drawer to be added to the current form (or even a different form) at a later time.
The field appears in the “Add Field” drawer: