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HOW TO USE

How to install the plugin for WordPress.

To download the plugin, use the button on our Home page. Then, go to your WordPress site, in the administration, go to plugins. Click the button to add a new plugin and upload the plugin into WordPress. Go to the plugins page and click the link to activate the plugin. After activating the plugin, in the admin page, on the side of the menu you will see "Free Forms and CRM", click there afterwards you will transfer on the installation page.
The installation is very simple and the page is a wizard that will help you to do it. It has two steps: first step is to register for a free account - to do that you just have to click on the button and it will open a page for the registration. After doing that, click the next on the installation page in WordPress to go to the second step.
The second step is to give permissions to your application. For doing that, you just need to press the button. It will open a window asking you to login and then to confirm that you agree to give the rights for forms to your plugin.

To see how to install the plugin, you can find the video on the main page: installation from 11 years old Emma in 1 minute.

If for some reason you cannot download the plugin, please make the video on your phone and send it to our support team with very short written comments.

How to create the Form and add the new field.

You can use one of the offered forms which are offered in the system or you can create your personalized form, using the form builder.

 

To create a new form, click the button New Form, after give the name and add the description if it is necessary, then click the next button there are you can choose from several templates or create starting with a Blank template. After choosing, you will arrive to the design page.

 

To see how to make it, please check the video below.

VIDEO: HOW TO CREATE FORMS

You will see the form in the center, where you have to put all your desired fields by drag and drop from the left side of the menu. On the left side there are different fields grouped by categories:
- basic - containing the basic fields of a form: text field, radio, checkbox, text area etc. These are for custom defined elements of the form
- address fields - containing fields that are related to CRM: first name, last name, email phone, address, city, language etc. These fields are already connected to the CRM, consequently they will be filled in the database when a user is filling the form.

 

How to edit fields, please check the video below.

VIDEO: HOW TO EDIT FIELDS

- special elements: like captcha and page break
- login - containing login and password to be used for login and for clients that are registered
- additional fields - you can define in CRM additional fields to the clients. These can be added to the forms in the same way as the address fields.

 

For more representative overlook please check our video below.

VIDEO: HOW TO ADD CHECK BOX & SELECT BOX

How to build the form in other language.

You can create the form in any language as you desired, use the same following steps for creating a new form, give a correct name to a new form, so you can identify it afterwards. It is important to set the correct language of the form when creating. To change the language later, go on the form list and click "Edit": you can change the name, description and the language. All the labels and placeholders can be edited, so you can write whatever text you want. 

You can change the name of the field by putting the mouse over, you will see the pencil click on that and there are you will find to line where you have to change the name of the field on the desired language. If you do not want that inside of the field any text or the name of the field is appearing cancel all text inside of this field and close the window. To continue farther, please follow the same steps describe above.

By default, the entire admin part is translated in English, French and German, so that if you use one on these languages, the address fields are already translated. The list of countries is translated in most of the languages, so that is not necessary to translate yourself. For translating error messages, you need to go to Client Admin > Translations. You can use there your own translations. All the texts related to the forms can be found clicking the link "Forms"

To allow only a short list of languages or countries in the forms (for example you support 2 languages and you want that the users choose one of them when registering) you can define the allowed countries or allowed languages by going in Settings > General > Language

To help you more we offering to check our video below

How to change styles

On the design page there is a button "Form Style". There you can change styles for all the whole form, for labels, fields or placeholders. Also in the upper left corner there is a button "Templates" where you have different style templates that you can apply to the fields: example with or without rounded corners.

If you need to change the style of a single element, for example  color or the font click on CSS of the element and make changes in the current element.

VIDEO: HOW TO MAKE STYLES FOR A FORM

How to set up the form to be responsive for all devices.

The created forms use responsive design. The form will update automatically to every device. The setting of the form width by default when creating a new form fits in most of the cases.

If you need more detailed settings for different devices, like for example to display a form in 4 columns on desktop and in 2 columns on a mobile, on the design page of the forms there is a button "Advanced edit" for editing formats for different devices. After making the changes and click the button update and chose preview for seeing how you form will look like in a new opening window.

How to connect the forms with the CRM system.

On the setting page of the forms, which is the next step after the design page, you can choose if you want that the form is writing in the CRM, to add new clients in the CRM. You can add clients as registered or unregistered. Registered means they have login and password and they can login into the client admin (which is also included in the free package).

VIDEO: HOW TO CONNECT A FORM WITH CRM

It is strongly recommended that each form assigns a group to the clients that fill the form. This in order to be able to select after clients based on the form they filled in. To create groups, go on CRM > Groups and create groups by adding a new group. The groups have a tree structure. To add a subgroup, click on a group or subgroup in the tree and you will see the button to add subgroup.

To make the form assign a group, on the settings page, in the bottom there is a section "Processes". You can choose what is triggering - it can be the whole form (everybody who filled the form) or depending on a specific answer: all possible answers from radio input, checkboxes or select boxes are there. The recommendation is to assign a group for the whole form even if you assign also specific groups based on answers.
Then choose the process, which in this case is "Assign group" and then click the group that you want to assign.

VIDEO: HOW TO ASSIGN THE GROUP TO A FORM

In the CRM it is possible to select by groups including subgroups.

Example, if you have 2 websites website 1 and website 2, each of them having more forms, then a good practice is to create two main groups: "website-1" and "website-2". For each form of the website, create subgroups in the group tree. Ex.: "contact-form" and "registration" each of them under the corresponding main group. When you assign the group to the form, assign only one subgroup. For example, to the contact form on the website 1 assign only the subgroup "contact-form" which is subgroup of "website-1". Then in the CRM you can select for this subgroup finding who was filling this form, but you can also select for "website-1" to find all clients that filled any form on website 1.
 

After submitting, the form can redirect to an URL or use a text that you can write in an editor. For most of the cases, you need just to create a text that is displayed after submitting, something like "Thank you for contacting us".

It is possible to use the form as iframe or embedded code - iframe is recommended for good work with WordPress.

It is possible to set up the width and height of the iframe. The best is to let those fields empty. In that case, the iframe will be responsive and will adapt to the page where it is added.

Adding the form to a post, page or widget

On every post or page edit, there is a button "Add form" to add one of the forms that you have in your account. Just click the button and choose which form should appear.

In the widgets page, choose the "Free forms & CRM" widget and put it where you want to be displayed (this depends if the theme accepts widgets). The settings are also very simple; you have just a select box from where you can choose which form should be displayed.
For all of this you need to be logged in the CRM in order to see the list of the forms. If you are not logged in, you will see a notice box to login, containing also a button to login.

To understand how to do you can see by following video below

VIDEO: HOW TO ADD A FORM TO A POST OR WIDGET

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