Gravity Forms 101
BNP Engage
14 steps
Edit Existing Forms
1
Within the WordPress dashboard, locate and click the Forms tab within the sidebar. Additional options may appear. Click Forms.
2
To edit an existing form, locate the desired form, and click Edit. Some initial stats also appear to the right, showing the amount of entries and views.
3
The first page that appears, is the form builder. Within this screen you will see the existing form fields along with their orientation/location. To edit a field, simply click on it and the right-hand sidebar will update with options for that specific field.
4
Example: To update the options within the "Select Contact Type field", click on the field.
5
Once the sidebar updates with the options for the specific field, click "Edit Choices" button.
6
A new menu will appear, listing the existing options within the dropdown. From here you can: 1) edit the options. 2) add (clicking the + Icon), or 3) remove (clicking the - icon).
7
If you click the + icon, a new field will appear to add the new option
8
Remember to save your changes by clicking the "Save Form" button within the top right of the screen.
Confirmations & Notification Settings
9
To edit the form settings itself, click the Settings tab on the top of the screen, or from the GravityForms dashboard.
10
Confirmations: Location to edit/create the action the website takes once the user submits a form.
11
Click Edit to see all available options.
12
Currently, all forms are set to redirect to the "Thank You" page. Be sure to save any changes made.
13
Notifications: Location to edit the settings for how GravityForms handles form submissions. Example: sendto options and formatting.
14
The default Admin notification is set to send all submissions to the "send to" email address. This can be changes
Gravity Forms 101
BNP Engage
14 steps
Edit Existing Forms
1
Within the WordPress dashboard, locate and click the Forms tab within the sidebar. Additional options may appear. Click Forms.
2
To edit an existing form, locate the desired form, and click Edit. Some initial stats also appear to the right, showing the amount of entries and views.
3
The first page that appears, is the form builder. Within this screen you will see the existing form fields along with their orientation/location. To edit a field, simply click on it and the right-hand sidebar will update with options for that specific field.
4
Example: To update the options within the "Select Contact Type field", click on the field.
5
Once the sidebar updates with the options for the specific field, click "Edit Choices" button.
6
A new menu will appear, listing the existing options within the dropdown. From here you can: 1) edit the options. 2) add (clicking the + Icon), or 3) remove (clicking the - icon).
7
If you click the + icon, a new field will appear to add the new option
8
Remember to save your changes by clicking the "Save Form" button within the top right of the screen.
Confirmations & Notification Settings
9
To edit the form settings itself, click the Settings tab on the top of the screen, or from the GravityForms dashboard.
10
Confirmations: Location to edit/create the action the website takes once the user submits a form.
11
Click Edit to see all available options.
12
Currently, all forms are set to redirect to the "Thank You" page. Be sure to save any changes made.
13
Notifications: Location to edit the settings for how GravityForms handles form submissions. Example: sendto options and formatting.
14
The default Admin notification is set to send all submissions to the "send to" email address. This can be changes
