{"id":46339,"date":"2021-04-28T11:11:46","date_gmt":"2021-04-28T16:11:46","guid":{"rendered":"https:\/\/getflywheel.com\/layout\/?p=44123"},"modified":"2024-01-25T10:31:39","modified_gmt":"2024-01-25T16:31:39","slug":"how-to-use-ninja-forms","status":"publish","type":"resource","link":"https:\/\/wpengine.com\/case-studies\/resources\/how-to-use-ninja-forms\/","title":{"rendered":"How to Use Ninja Forms"},"content":{"rendered":"\n

If you\u2019re trying to grow leads for yourself or your clients, adding effective contact forms is a great place to start. <\/p>\n\n\n\n

While you can build your own custom forms from scratch, there are also great WordPress form plugins readily available today that can automate the process with added functionality, helping you get valuable information from people who are trying to reach you.<\/p>\n\n\n\n

With more than a million active installations, Ninja Forms<\/a> is one of the most popular contact form builders for WordPress, and it offers a ton of flexibility and functionality without having to write custom code. <\/p>\n\n\n\n

From simple feedback and contact forms to event registration, file uploads, and more, Ninja Forms offers pre-built templates and options for building custom forms using a drag-and-drop form creator. <\/p>\n\n\n\n

In addition to great overall support, the plugin is also regularly updated and offers powerful options for developers, including hundreds of functions, action hooks, and filters for custom functionality. <\/p>\n\n\n\n

Ready to try out Ninja Forms? Let\u2019s dive in!<\/p>\n\n\n\n

Install It<\/h3>\n\n\n\n

To install the Ninja Forms plugin, go to Plugins > Add New <\/strong>in <\/strong>the WordPress admin. Search for \u201cNinja Forms\u201d and click Install Now.<\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Once it\u2019s done installing, the \u201cInstall Now\u201d button will change to \u201cActivate\u201d\u2014once it does, click the button to get started. <\/p>\n\n\n\n

Open Ninja Forms and Start Building Your Forms<\/h3>\n\n\n\n

After activating the plugin, the Ninja Forms dashboard should be accessible from the left-hand side of your admin: <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Click Add New <\/strong>under \u201cDashboard\u201d and you\u2019ll be presented with template options for  setting up your first form: <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

While Blank Form<\/strong> lets you start from scratch, selecting Contact Us <\/strong>brings up a template for an easy, straightforward contact form, with customizable fields:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

From here you can add, remove, or simply edit any of these fields to meet the needs of your site anbd your content. <\/p>\n\n\n\n

Edit or Modify Your Forms <\/h3>\n\n\n\n

By default,  the Contact Us form starts with a field for Name, Email, Message, and Submit. If you want to add fields, delete fields, or include different fields,  click the blue circle with the white plus sign at the bottom right-hand side of the screen for additional options. You can also click the small blue gear symbol on the right-hand side of any field you\u2019ve added to modify that specific field. <\/p>\n\n\n\n

\"\"
Click on the settings for an individual field to update or customize it<\/em>
<\/figcaption><\/figure>\n\n\n\n

To remove a field, hover over the gear symbol and a trash icon will appear\u2014simply click it to delete. <\/p>\n\n\n\n

To learn more about advanced options and functionality in the form builder, check out the Ninja Forms documentation<\/a>.<\/p>\n\n\n\n

Add Your Form to a Page <\/h3>\n\n\n\n

Once you\u2019re done building your form (be sure and click Done)<\/strong> you need to publish it in order to begin using it on your site:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Once it’s been published, you have a few different options available for adding your form to any page, wherever you\u2019d like it to appear. <\/p>\n\n\n\n

Add Your Form as a Content Block <\/h3>\n\n\n\n

With the introduction of WordPress 5.0 and the Gutenberg editor<\/a>, sites using version 5.0+ have the ability to add a Ninja Form as a Gutenberg content block. <\/p>\n\n\n\n

When editing a page or post, simply click the block icon and search for Ninja Form.<\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Once you click the Ninja Form block<\/strong>, a dropdown menu will appear that allows you to select your desired form from the ones you’ve published. Click on the form you want, and it will be inserted into the page or post. <\/p>\n\n\n\n

Add Your Form Using a Shortcode<\/h3>\n\n\n\n

Another method for adding forms is to use a shortcode. Within the Ninja Forms Dashboard, you\u2019ll see that each one of your forms has a unique shortcode:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

To add this into a page or post, simply copy and paste the shortcode you want into your editor (Gutenberg offers a specific block for shortcode) and it will embed the form within your page or post.<\/p>\n\n\n\n

Append Your Form to a Post or Page <\/h3>\n\n\n\n

When editing a page or post, you’ll also an option to Append a Ninja Form<\/strong> in the right-hand sidebar of the editor. Simply choose your desired form from the dropdown menu and it will appear at the end of the page or post you\u2019re editing. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Set Your Form Preferences <\/h3>\n\n\n\n

Once you\u2019ve built a form you can always go back and adjust its preferences. For a comprehensive list of form settings and elements you can change, check out this helpful article<\/a>. <\/p>\n\n\n\n

One of the first things you may want to do is set up your email preferences, which can be used to send an email to anyone after a form is submitted by a user.<\/p>\n\n\n\n

While this article<\/a> offers an in-depth look at all of the options available, the first thing you’ll need to do is create \u201cemail actions\u201d that occur after a form is submitted.  <\/p>\n\n\n\n

To get started, click Emails & Actions <\/strong>within a specific form\u2019s Settings: <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

From there, you can either select a pre-built email action for your form or click the blue circle & button to create a new action.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

If you select the latter, you\u2019ll be presented with the following options, and you’ll need to select Email<\/strong> from the new window that appears.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Then you\u2019ll need to configure your action\u2014start by giving it a name:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

This name will then  appear on your Actions list:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

From there, you\u2019ll need to select an email address that this action will send to. You can add emails manually, or use the merge tag<\/strong> icon to add a field from the form (such as a user’s email). Additional email addresses can be added with a comma separator.<\/p>\n\n\n\n

If you want to use your own email address (common for admin emails), you\u2019ll simply type the email address where you want to receive the message from this specific email action:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

To automate replies from the form to other users, simply click the merge tags<\/strong> icon in the field, and then choose the email field in your form that asks for a user\u2019s email address.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

The merge tag you choose will \u201cmerge\u201d whatever data a user submits in that field into your email action once the form is submitted.<\/p>\n\n\n\n

\n\n\n\n

And that’s it! Now you know how to create simple feedback submission or contact forms using Ninja Forms.<\/p>\n\n\n\n

To get the most out of your site performance, check out WP Engine’s world-class WordPress hosting<\/a>!<\/p>\n","protected":false},"excerpt":{"rendered":"

If you\u2019re trying to grow leads for yourself or your clients, adding effective contact forms is a great place to start.  While you can build your own custom forms from scratch, there are also great WordPress form plugins readily available today that can automate the process with added functionality, helping you get valuable information from…<\/span><\/span><\/p>\n","protected":false},"author":326,"featured_media":149132,"template":"","resource-topic":[904,901],"resource-role":[1397,896,897],"resource-type":[916],"class_list":["post-46339","resource","type-resource","status-publish","has-post-thumbnail","hentry"],"yoast_head":"\nHow to Use Ninja Forms<\/title>\n<meta name=\"description\" content=\"A contact form can help ensure that you're always getting the information you need from clients. 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