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Formidable Types: How To Construct A Multi-Objective Kind In WordPress To Acquire Leads for A number of Merchandise or Providers


One of many efforts I’m making on this website is to make it simpler for guests to request help. We now have a manned chatbot that prompts our customers, however typically that’s a bit too intrusive. We now have a contact kind in our footer, however that’s usually too basic. What I actually wanted was a lead assortment kind that I might put in nearly any article that pertains to our firm or my companions in order that I can cross alongside the result in our enterprise improvement staff.

You will have observed that I did this within the final article about Sendoso. On the finish of the article, I’ve the lead kind the place I can gather any leads seeking to demo the product or join with their gross sales staff. At problem is that I’ve dozens of companions like this… so the very last thing I need to do is construct dozens of kinds in WordPress after which monitor and ahead all of them.

Formidable Types

As a substitute, utilizing Formidable Types, I constructed a single kind and used a hidden discipline the place I can dynamically populate who the associate is. Formidable has a ton of various choices for his or her platform – from calculated fields, to default values, to capturing querystrings, and so on. On this case, although, I need to specify the worth of the hidden discipline – referred to as associate – to the identify of the associate. That manner I can gather all leads in a single location in addition to differentiate the associate they’re in search of out.

That is completed in three steps:

  1. Construct a hidden discipline into the shape that may be populated.
  2. Set the default worth of the hidden discipline to seize the worth.
  3. Dynamically populate the hidden discipline with the worth handed within the kind shortcode.

Moreover, this allows me to incorporate the associate identify on the e-mail notification that I obtain as nicely because it’s a captured knowledge component on the shape.

Step 1: Construct a Hidden Subject Into the Kind

Step one is to pull the hidden discipline onto the shape and construct the remaining fields. I’m additionally together with a hCaptcha to keep away from bot submissions.

formidable forms hidden field

Step 2: Add A Parameter To Seize The Worth Of The Hidden Subject

The subsequent step is to click on Superior on the hidden discipline choices and enter the parameter that I want to seize because the default worth. That is finished with a easy shortcode:

[get param=partner]

You’ll be able to name this parameter something you’d like, however you’ll should you should definitely use the precise parameter identify within the subsequent step once you create your Shortcode to embed the shape.

formidable forms get parameter default value

Step 3: Add The Parameter to the Formidable Shortcode

To embed your kind, you may click on the Embed hyperlink within the high proper of the shape builder and also you’ll get the shortcode. On this case, it’s:

[formidable id="25"]

To auto-populate that hidden discipline, I can modify the shortcode and insert the parameter and its worth:

[formidable id="25" partner="Sendoso"]

Right here’s how that appears with the Gutenberg editor:

formidable forms shortcode gutenberg editor

Now, when the shape is considered, the hidden discipline is populated with the worth. Not solely that nevertheless it’s additionally handed and saved within the Formidable Entries for that kind. I can then add that discipline to the e-mail notifications as nicely in order that after I get a lead, my topic line is Accomplice Lead for Sendoso.

Now I can use this similar kind all through my articles for a number of companions to seize their lead and ahead it to the suitable individual. In fact, this doesn’t simply should be particular to companions… you possibly can use it for various providers, merchandise, manufacturers, and so on. that you could be be selling in your website.

Formidable Types is one among our advisable plugins for WordPress because it’s extremely versatile and in addition doesn’t add a ton of extraneous code that slows down our website. They even have an import mechanism should you’re using one other kind plugin.

Get Formidable Types



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