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Gravity Forms Conversational Forms Add-On

  |  by Chris Eggleston

The Gravity Forms Conversational Forms add-on harnesses the power of interactive dialogue to enhance user engagement and provide a more personalized form-filling experience.

As a natural evolution in online interaction, the conversational approach transforms the static nature of traditional forms into a dynamic exchange, akin to a face-to-face conversation.

The Gravity Forms Conversational Forms add-on seamlessly integrates with your existing Gravity Forms infrastructure to create a more intuitive and user-centric interface. When using this add-on, you’ll be able to craft forms that not only fulfill their functional role but also elevate the user experience, encouraging completion and submission.

The setup process for conversational forms is straightforward, allowing for quick adaptation and deployment. With customization options ranging from layout and design elements to welcome screen creation.

More than just a tool for data collection, these forms can be a powerful marketing tool to help launch opt-in pages, squeeze pages, and landing pages quickly.

Key Takeaways

  • Conversational forms improve user engagement through an interactive and personalized approach.
  • The add-on enhances Gravity Forms with extensive customization options for a tailored form experience.
  • Streamlined form creation and settings adjustment empower you to deploy user-centric forms quickly.

Overview of Gravity Forms Conversational Forms Add-On

To introduce you to Gravity Forms Conversational Forms, it’s an add-on exclusive to the Elite and Nonprofit licenses. With the add-on installed, creating a conversational form starts in the standard form builder, much like a standard form. You can begin with a pre-designed template or opt for a blank form, filling it out with custom fields as needed.

Once a form is crafted, enabling the conversational function is simple:

  • Navigate to the form Settings and locate Conversational Forms.
  • Enable the feature to access a suite of settings.

Add-On Features and Customization:

  • Create a unique URL path (i.e., convo-demo)
  • Choose a form layout (left, center, or right of the page).
  • Adjust background, accent, and input colors.
  • Insert a logo and a recommended-size background image.
  • Adjust image brightness or overlay opacity.
  • Implement a welcome screen with an image, header text, and instructive description.

Form Progression and User Experience:

Conversational forms guide users one question at a time, offering a more focused interaction. Decide if you want to showcase progress with an optional footer progress bar.

The add-on’s flexibility allows you to use it as a standalone landing page, which can be beneficial for digital product opt-ins or newsletter sign-ups.

Your form’s aesthetic and user experience are in your control, with Gravity Forms providing the tools to enhance user engagement and simplify form completion.

Licensing Requirements

To access the Conversational Forms add-on for Gravity Forms, you’ll need to have an Elite or Nonprofit license. If your current account level is Basic or Pro, you’ll need to upgrade your license to take advantage of this feature.

  • License Types:
    • Elite License: Grants full access to the Conversational Forms add-on.
    • Nonprofit License: Also provides access to the Conversational Forms add-on.

Installation Steps:

  1. Ensure you have the Elite License or Nonprofit License.
  2. Navigate to the Forms Add-On section from your admin dashboard.
  3. Install and Activate the Conversational Forms Add-on.

Form Creation Process

To start creating your conversational form, first ensure that the Conversational Forms Add-On is installed and up to date. You must have an Elite or a Nonprofit license to use this add-on. With that in place, let’s begin with the step-by-step process.

  • Step 1: Initiate a New Form

    Click on ‘New Form’. You have the option to start with a blank form or select one of the available templates. For instance, opting for the ‘Event Registration’ template is a possibility.

  • Step 2: Modify Form Structure

    Even if the selected template includes Pages, these won’t affect the conversational experience. Feel free to remove any unneeded elements.

  • Step 3: Enable Conversational Forms Feature

    Navigate to ‘Settings’, find ‘Conversational Forms’ and enable it. This unveils several customizable settings:

    Setting Category Options Available
    Form Placement Left, Center, Right on Page
    Colors Background, Accent, Input Accent, Text
    Branding Option to include a logo
    Background Upload an image with recommended size
    Brightness Adjust the opacity of the background image
    Welcome Screen Include heading, description, image, and a start button
  • Step 4: Design and Layout Options

    You can decide on the layout of your form which could serve as a standalone landing or squeeze page. Choose the alignment of the form and customize its visual aspects to fit your brand or the purpose of the form. Take advantage of the ability to add a welcome screen with instructions or an enticing message before the user starts filling out the form.

  • Step 5: Progress Indicator

    Consider whether you would like to show a footer progress bar. It can guide users through the form, contributing to a more interactive experience.

  • Step 6: Preview and Adjustments

    Save your settings and preview the form by clicking the provided button. Observe how the form looks and functions, adjusting settings like brightness to ensure clarity and visual appeal.

Remember, your conversational form should be tailored to meet the specific needs of your audience while also reflecting your organization’s tone and style. Save the changes periodically to avoid losing any progress, and once satisfied with the configuration, your conversational form is ready for use.

The Wrap Up

I’d encourage you to think a little outside the box with this new conversational forms add-on. As mentioned above, you can align the form left, right, and center on the page, and you’re creating a custom landing page to present these forms.

This opens a whole new opportunity for creating opt-in pages, squeeze pages, landing pages, instructional forms, and a great deal of marketing elements to help you grow your list and sell more of your products/services.

All of that from one plugin. And I suspect this is only the beginning of what the Gravity Forms product team has in store for us.

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About the Author
Chris Eggleston
Chris is not just a Gravity Forms enthusiast; he's a dedicated father and loving husband. As the proud owner of WP Mantis, he's on a mission to simplify the WordPress experience for site owners. He brings a unique perspective to the Gravity Forms community.


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