{"id":44022,"date":"2021-04-07T12:00:37","date_gmt":"2021-04-07T17:00:37","guid":{"rendered":"https:\/\/getflywheel.com\/layout\/?p=44022"},"modified":"2023-08-29T17:36:00","modified_gmt":"2023-08-29T22:36:00","slug":"wordpress-form-plugins-best-practices-recommendations","status":"publish","type":"resource","link":"https:\/\/wpengine.com\/case-studies\/resources\/wordpress-form-plugins-best-practices-recommendations\/","title":{"rendered":"WordPress Form Plugins: Best Practices and Recommendations"},"content":{"rendered":"\n<p>While contact forms aren\u2019t exactly a new method for engaging with customers or generating leads, using forms effectively is still a great way to gather information from site users and make it easier for customers to contact you.&nbsp;<\/p>\n\n\n\n<p>Contact forms come in a wide array of shapes and sizes, and while they can indeed help facilitate that prized connection with interested customers, there is some nuance in how to best utilize them.<\/p>\n\n\n\n<p>For WordPress users, <a href=\"https:\/\/wordpress.org\/plugins\/\" target=\"_blank\" rel=\"noreferrer noopener\">the extensive library of available form plugins<\/a> offers a ton of options for building great-looking contact forms and weaving them seamlessly across your site(s). But before you start picking out WordPress form plugins to download and install, here are some tips for what you should look for.\u00a0<\/p>\n\n\n\n<p>In the following sections, we\u2019ll walk through best practices and recommendations for using WordPress form plugins on your site so you can provide better customer service and grow your client relationships, and even add contact forms and other lead generation efforts to your portfolio of services. It\u2019s a win-win!\u00a0\u00a0<\/p>\n\n\n\n<p><strong>In this article, we\u2019ll cover:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a data-type=\"internal\" data-id=\"#what\" href=\"#what\">What is a WordPress Form Plugin?<\/a><\/li>\n\n\n\n<li><a data-type=\"internal\" data-id=\"#plugins\" href=\"#plugins\">Best Practices for WordPress Plugins<\/a><\/li>\n\n\n\n<li><a data-type=\"internal\" data-id=\"#setup\" href=\"#setup\">How to Set Up a WordPress Form Plugin<\/a><\/li>\n\n\n\n<li><a data-type=\"internal\" data-id=\"#fields\" href=\"#fields\">Choosing Fields in Your WordPress Form Plugins<\/a><\/li>\n\n\n\n<li><a data-type=\"internal\" data-id=\"#engagement\" href=\"#engagement\">Encouraging Engagement With Your WordPress Form Plugin\u00a0<\/a><\/li>\n\n\n\n<li><a data-type=\"internal\" data-id=\"#abandonment\" href=\"#abandonment\">Preventing Form Abandonment by Choosing the Right WordPress Form Plugin<\/a><\/li>\n\n\n\n<li><a href=\"#conclusion\">Selecting Your WordPress Form Plugin(s)<\/a><\/li>\n<\/ul>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator aligncenter has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what\"><strong>What is a WordPress Form Plugin?<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/getflywheel.com\/layout\/wp-content\/uploads\/2015\/06\/contactFormLarge-1-784x218.jpg\" alt=\"WordPress Form Plugins: Best Practices and Recommendations. salmon pink background with light pink form field bars\" class=\"wp-image-10104\"\/><\/figure>\n\n\n\n<p>Contact forms are essentially just what they sound like\u2014short forms that offer an easy way for site users to reach you, beyond the contact information that may already be available on your website.<\/p>\n\n\n\n<p>Forms can revolve around an open-ended \u201ccontact us\u201d page, a link, or a button, or they might be tied to specific pages and content. What\u2018s important is that the contact forms you use make it easy to get in touch with you, and they don\u2019t turn users off with a clunky experience that results in form abandonment or unresolved outreach.&nbsp;<\/p>\n\n\n\n<p>While any website can include a contact form, WordPress specifically makes it easy to add forms to your site through the wide ecosystem of plugins that exist for just about any type of functionality, contact forms included!<\/p>\n\n\n\n<p>In fact, there are hundreds of plugins dedicated solely to contact forms, and while each one will provide something different, creating a strategy for how you want to use contact forms and where they might appear on your site is a good first step.&nbsp;<\/p>\n\n\n\n<hr class=\"wp-block-separator aligncenter has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"plugins\"><strong>Best Practices for WordPress Plugins<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/getflywheel.com\/layout\/wp-content\/uploads\/2020\/09\/2020-09-17-X-Best-WordPress-Plugins-For-Web-Designers_Feature-1-4-784x270.jpg\" alt=\"WordPress Form Plugins: Best Practices and Recommendations. three wall outlets signifying plugins on a blue background\" class=\"wp-image-42163\"\/><\/figure>\n\n\n\n<p>Before we go any further, it\u2019s important to run through a quick overview of plugins in general. As noted above, there are tons of plugins for WordPress\u2014<a href=\"https:\/\/wordpress.org\/plugins\/\" target=\"_blank\" rel=\"noreferrer noopener\">nearly 60,000<\/a> in the WordPress repository alone!&nbsp;<\/p>\n\n\n\n<p>Plugins are one of the biggest benefits of using WordPress, as the wide catalog of plugin options makes it easy to add features and functionality to your sites. But that doesn\u2019t mean all WordPress plugins are created equal.&nbsp;<\/p>\n\n\n\n<p>While features and functionality are one thing (and we\u2019ll provide more on this later), the first thing you want to keep in mind when evaluating any plugin is security. How recently was a plugin updated? How many active installations does it have? What version of WordPress is it compatible with?&nbsp;<\/p>\n\n\n\n<p>By looking for a plugin that\u2019s up-to-date, with wide community adoption and a dedicated developer team behind it, you can generally narrow your search to safer, more appropriate options, and trim away plugins that may have vulnerabilities or other security concerns lurking under the surface.<\/p>\n\n\n\n<p>After you\u2019ve downloaded and installed a plugin, keeping up-to-date with its latest version is also important to prevent the security issues that can arise when plugins are neglected for too long.&nbsp;<\/p>\n\n\n\n<p>Using a staging environment to test your plugins before running them on a production site is another good way to prevent costly issues, from security vulnerabilities to <a href=\"https:\/\/developer.wordpress.org\/block-editor\/how-to-guides\/backward-compatibility\/\" target=\"_blank\" rel=\"noreferrer noopener\">backward compatibility<\/a>. By and large, proceeding with a healthy dose of caution when evaluating, testing, and ultimately using your plugins is the best way to ensure their best use.<\/p>\n\n\n\n<hr class=\"wp-block-separator aligncenter has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"setup\"><strong>How to Set Up a WordPress Form Plugin<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/getflywheel.com\/layout\/wp-content\/uploads\/2016\/09\/custom-fields-how-to-large-1-784x218.png\" alt=\"WordPress Form Plugins: Best Practices and Recommendations. desktop computer icon on a red background\" class=\"wp-image-19069\"\/><\/figure>\n\n\n\n<p>After you have chosen a WordPress form plugin (while considering the aspects mentioned above), your initial move towards utilizing it involves ensuring its functionality. It&#8217;s important to remember that a WordPress form plugin is an invaluable tool for any website, offering optimal user interactions and effective data collection.<\/p>\n\n\n\n<p>While adhering to best practices should limit your exposure to substandard plugins, there could still be an issue with the plugin you\u2019ve selected, or, there may be an issue with your site or your hosting provider that\u2019s preventing the plugin from working correctly.&nbsp;<\/p>\n\n\n\n<p>Testing your plugin to make sure it behaves the way you want is step one, and that can be as simple as running tests (on a staging site) to check for a few basic elements, including:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Forms appear where you want them to, with the ability to tweak design and layout as needed\/desired.<\/li>\n\n\n\n<li>Information is captured correctly, and you\u2019re easily notified\/given access once a form has been submitted.&nbsp;<\/li>\n\n\n\n<li>Forms are mobile-friendly and work across various devices without issue.<\/li>\n<\/ul>\n\n\n\n<p>Once you\u2019ve established that your WordPress form plugin works the way you envisioned, you can begin optimizing it for your own unique needs.<\/p>\n\n\n\n<hr class=\"wp-block-separator aligncenter has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"fields\"><strong>Choosing Fields in Your WordPress Form Plugin<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/getflywheel.com\/layout\/wp-content\/uploads\/2015\/09\/contact-form-7-large-1-784x218.png\" alt=\"contact-form-7-large\" class=\"wp-image-13185\"\/><\/figure>\n\n\n\n<p>One of the first things you may want to adjust upon installing a contact form plugin is the number of available fields required (and what information they require) in order for a form to be submitted.&nbsp;&nbsp;<\/p>\n\n\n\n<p>While you should be able to include (or exclude) as many fields in your contact forms as you want, a good rule of thumb when designing contact forms is to keep it short, as every additional field required is a potential point of abandonment for your site users.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p>While this is not an open-and-shut case\u2014context matters, and there are certainly longer forms that successfully generate more qualified leads\u2014it really boils down to what you\u2019re trying to accomplish with each specific form.&nbsp;<\/p>\n\n\n\n<p>Use your own preferences as a guide here\u2014how much would you be willing to fill out in exchange for a newsletter subscription or an ebook download? At the same time, you\u2019ll want to take into consideration what you need to best nurture your leads. You can also A\/B test different forms to see which versions are more effective.&nbsp;<\/p>\n\n\n\n<p>While there are some options available for partial lead capture (more on this below) making your contact forms easy and fast to fill out will go a long way towards better form engagement and higher conversion numbers.&nbsp;&nbsp;<\/p>\n\n\n\n<hr class=\"wp-block-separator aligncenter has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"engagement\"><strong>Encouraging Engagement With Your WordPress Form Plugin<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/getflywheel.com\/layout\/wp-content\/uploads\/2017\/02\/icon-fonts-future-web-design-large-1-784x218.png\" alt=\"WordPress Form Plugins: Best Practices and Recommendations. engagement icons including a comment icon, a telephone icon, and an email icon\" class=\"wp-image-21504\"\/><\/figure>\n\n\n\n<p>While WordPress form plugins can take a lot of the initial design work out of creating effective forms, there are still considerations and opportunities for optimization once your form plugin is up and running.\u00a0<\/p>\n\n\n\n<p>Depending on how and where you use your forms, you may consider adding some of the following elements:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Images:<\/strong> from icons that liven up simple contact fields to photos and other creative designs that reflect your brand, adding imagery to your contact forms can increase user engagement by making forms that are more inviting to fill out and submit.&nbsp;<\/li>\n\n\n\n<li><strong>Clear CTAs: <\/strong>making sure users know exactly what to do and what to expect when they\u2019re presented with a form is a good way to provide needed clarity that can lead to higher conversions. Use a short description and a call to action within your form that helps site visitors submit their information more quickly.&nbsp;<\/li>\n\n\n\n<li><strong>Form confirmations:<\/strong> in a similar vein, set up a confirmation window or email that shows up after a user has submitted their information to provide that needed clarity on what they can look forward to and what to expect next.&nbsp;<\/li>\n\n\n\n<li><strong>Social media links:<\/strong> add social icons to your form that connect users to your Facebook, Instagram, LinkedIn, and Twitter accounts. These additional channels of communication offer great opportunities for nurturing existing leads and generating new ones.&nbsp;<\/li>\n\n\n\n<li><strong>Alternative contact info: <\/strong>while some users will prefer to contact you by submitting the form itself, others may be looking for alternative ways of making contact\u2014make it available to them! In addition to your social channels, make room for a good email destination and if possible, a phone number.<\/li>\n<\/ul>\n\n\n\n<p>All in all, you should keep two things in mind. You want people who are interested in your products or services (or your clients\u2019 products and services) to be able to reach you as easily as possible. And you want to present them with opportunities to contact you or sign up for additional engagement (newsletters, other email subscriptions, etc.) in an easy and convenient way.&nbsp;<\/p>\n\n\n\n<p>With those goals in mind, ask yourself if your forms are helping your cause or hurting it, and if your current form plugin doesn\u2019t allow you the flexibility to adjust, it might be time to re-evaluate.&nbsp;&nbsp;<\/p>\n\n\n\n<hr class=\"wp-block-separator aligncenter has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"abandonment\"><strong>Preventing Form Abandonment by Choosing the Right WordPress Form Plugin<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/getflywheel.com\/layout\/wp-content\/uploads\/2020\/01\/client-handoff-784x270.jpg\" alt=\"WordPress Form Plugins: Best Practices and Recommendations. icon shows one hand &quot;handing over&quot; a filled out form to another hand\" class=\"wp-image-42471\"\/><\/figure>\n\n\n\n<p>Form abandonment, which occurs when a user declines to fill out a form or decides to stop after filling some of it out, can definitely be frustrating.&nbsp;<\/p>\n\n\n\n<p>Implementing some of the above suggestions should go a long way in creating forms that are inviting to the user and easy to fill out. Tracking the performance of your forms and testing them while making adjustments are also ongoing efforts you can undertake to prevent, or at least decrease, form abandonment.&nbsp;<\/p>\n\n\n\n<p>If your forms are still experiencing lackluster engagement, use that personal test again\u2014how much time would you want to spend filling out a contact form? The answer is probably \u201cminimal,\u201d and if your forms aren\u2019t providing that experience, it may be time to rethink.&nbsp;<\/p>\n\n\n\n<p>Outside of preventing form abandonment, a number of contact form plugins now offer features for partial lead capture, meaning you can still glean some data from forms, even if they aren\u2019t fully submitted.&nbsp;<\/p>\n\n\n\n<p>By enabling this feature within your contact form plugin, you can put the days of lost leads from incomplete forms behind you, although fair warning: some of those leads abandoned the form for a reason, and will be less interested than others.&nbsp;<\/p>\n\n\n\n<hr class=\"wp-block-separator aligncenter has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"conclusion\"><strong>Selecting Your WordPress<\/strong> <strong>Form Plugin(s)<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/getflywheel.com\/layout\/wp-content\/uploads\/2015\/08\/checklist-large-1-784x218.png\" alt=\"WordPress Form Plugins: Best Practices and Recommendations. three red boxes with white checkmarks on a yellow background\" class=\"wp-image-11910\"\/><\/figure>\n\n\n\n<p>When it comes to choosing a WordPress form plugin for your site or the sites you build for others, you have a lot of options. Applying the tips and recommendations listed above can help you narrow your search and prevent you from selecting outdated or ineffective plugins.<\/p>\n\n\n\n<p>Make sure to check out our recommendations for the <a href=\"https:\/\/wpengine.com\/resources\/best-wordpress-contact-form-plugins\/\" target=\"_blank\" rel=\"noreferrer noopener\">best WordPress contact form plugins<\/a> as you search for the perfect plugin!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>While contact forms aren\u2019t exactly a new method for engaging with customers or generating leads, using forms effectively is still a great way to gather information from site users and make it easier for customers to contact you.&nbsp; Contact forms come in a wide array of shapes and sizes, and while they can indeed help<span class=\"tile__ellipses\">&hellip;<\/span><span class=\"tile__ellipses--animated\"><\/span><\/p>\n","protected":false},"author":1,"featured_media":142512,"template":"","resource-topic":[904,912,901],"resource-role":[895,896,897],"resource-type":[916],"class_list":["post-44022","resource","type-resource","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>WordPress Form Plugins: Best Practices and Recommendations<\/title>\n<meta name=\"description\" content=\"This guide provides insight into top form plugins and best practices for implementing contact form plugins on your WordPress site.\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"WordPress Form Plugins: Best Practices and Recommendations\" \/>\n<meta property=\"og:description\" content=\"This 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