Product type: Wordpress Plugin
Contact Form to Email
The main purpose of the Contact Form to Email is, as the name indicates, to create contact forms and send their data to one or more email addresses.
In addition to that basic feature it also saves the form data into a database, provides printable reports and the option to export selected data to CSV/Excel files.
The main features are:
- Visual Form Builder: An intuitive visual/drag-and-drop interface for adding fields to the forms and layout it.
- Email delivery / notifications: The form data is sent by email to one or more email addresses. It also supports the configuration of auto-replies to the user who filled the form.
- Form data saved into the database: Avoid losing submissions and keep a record of the received messages.
- Printable list of messages: Get the list of contacts received within a selected date range and print it.
- Export data to CSV/Excel: Export the data to a standard format that can be used by other applications. Export the email addresses and other form data using date and text search filters.
- Automatic reports: Provide automatic reports of the form usage and data entered into the form. Report of daily submissions and accumulative hourly report. Printable reports for specific fields into the form. Helps you top understand your data.
- Form Validation: Set validation rules for each field. Keep your data clean.
- Anti-spam protection: Built-it captcha anti-spam protection. No need to rely on external services for the anti-spam protection.
- Collect files and attachments: Automatic file upload processing. Lets you accept resumes in PDF or Word, or accept image files.
- Customizable email messages: Specify the text of the email notifications. Supports both plain text emails and HTML formatted emails.
Note: Some of the features are present only in the Professional version.
To install the WordPress plugin follow these steps:
- Unzip the downloaded file and copy the files into the folder "/wp-content/plugins".
- Configure the settings at the administration menu >> Settings >> Contact Form to Email.
- To insert the contact form into some page or post use the icon that will appear when editing contents:
- After doing that, the tag [CONTACT_FORM_TO_EMAIL] will be inserted into your content. When you preview the content in the public website that tag will be replaced by the reservation form:
- If you have more than one form and want to publish a specific form you can either copy & paste the shortcode provided in the form list or add the form's ID to the shortcode, example:
Managing the Forms
After going to the WordPress administration menu >> Settings >> Contact Form to Email you will see the list of forms like in the following image:
For each form you will see the following options:
- ID: Identification number of the form, useful when publishing an specific contact form.
- Form Name: Name to identify the form. Visible only from the admin area.
- Update: Updates the form name.
- Settings: For managing the main contact form settings.
- Messages: Printable list of messages with search filters and export to CSV options.
- Reports: Printable reports with export options.
- Clone: Easily duplicate a form with a single click.
- Delete: Deletes the form and all its messages and settings.
- Shorttag: An alternative way for publishing the form.
The Messages List
The messages list appears in a page like the following image:
The first area is a search/filter form with the following options:
- Search for: Search for a text into the messages.
- From ... to: Date interval to be included in the list/reports.
- Item: You can have more than one form. Select here if you want to get the results of a specific form or from all forms.
- Filter: Shows the list according to the selected filters/options.
- Export to CSV: Export the CSV date according to the selected filters/options.
The CSV file will contain a first row with the field names and the next rows will contain one submission per row, with one for field on each column. This way you can easily import the data from other applications or just select the columns/fields that you need (example: select only the emails).
Below the search/filters area, the messages list will appear with a delete option beside each item.
Finally, a print button below the list provides the messages list in a clean/printable format.
This screenshot shows a sample report area:
The reports section lets you analyzing the use of the forms and the data entered into them. The first section of the reports is a filter section similar to the one
that appears in the messages list page (explained above).
Below the filters section there are three report graphics:
- Submissions per day: The report will display in a point-lines graphic how many submissions have been received each day in the selected date range. This report can be used to evaluate the contact peaks and measure the impact of marketing actions.
- Submissions per hour: The report will display in a point-lines graphic how many messages are received on each hour of the date; this is for the total messages in the selected date range. This report can be used for checking peak hours and focus the support service on those hours.
- Report of values for a selected field: Select any of the form fields and other information fields (like date, ip, hours) to get a report of how many times each value have been entered or selected. This is very useful if you form is used as a poll to get feedback from users, it makes easy to generate a report on selectable fields. This report can be used also to study the most common data entered in the form and get a better idea of your customer's profile and needs.
A print button at the end of the page can be used to print the report of the values for the selected field in a printer-friendly format.
The Settings button
After clicking the "Settings" button you will reach to a new page with a large number of options, explained in the sections below.
The Form Builder
The Form Builder lets you to add/edit/remove fields into the form and also to specify the validation rules for your form (required fields, email fields, etc...). Note: The form builder is completely available only in the Professional version.
Form Builder screenshot:
The following field types are currently available:
- Single Line Text: Classic text input.
- Number: This field can validate if only digits or a valid number was entered.
- Email: This field validates that the email address has a valid format.
- Date: Date-picker. Can be setup also to show also a selectable year and month, for example for birth date fields.
- Paragraph Text:
- Checkboxes: Classic checkboxes, select one or more on a group.
- Multiple Choice: Radio buttons, select one of many.
- Dropdown: Classic select / dropdown field.
- Upload File: For uploading files.
- Password: A field that shows * instead the typed letters. You can also add a confirm password validation.
- Phone field: Supports international formats line ###-###-#####. The format is configurable.
- Comment area: It's a comment to introduce to a section of the form or give instructions to the user.
- Section Break: It's a line for separating areas group of fields
- Page Break: Useful for creating multi-page forms. The "page break" marks the start of a new page in the form builder
Other features in the form builder:
- Equal fields validation: Use it for example to confirm if the email or password typed in two different fields are the same. This is valid for "Single Line Text", "Password" and "Email" fields.
- Dependent fields: Use this feature for show/hide fields (any field type) based in the selection made on other fields (checkboxes, radiobuttons or select/drop-down fields).
Editing the field settings in the Form Builder, screenshot:
When you click a field already added, you can edit its details and validation rules. The following properties are useful:
- Field Label: Label for the field in the public form and into the email.
- Field tag for the message: In addition to the general %INFORMATION% tag, you can use this tag to show the field value into a specific tag of the email. More info at this FAQ entry.
- Specific settings: The settings depends of the field type, for example the format of the phone number, the date format, etc...
- Validation rule: The validation rules depends of the field type, example: required, only digits, valid email, valid number, etc...
- Predefined value: Pre-filled value for the field, if any.
- Instructions for user: This text will appear in a smaller form below the field. It's useful for giving instructions to the user.
- Add CSS layout keywords: Customize the look & feel. More info at this FAQ entry.
Settings area for the Contact Form
For each form you will be able to edit the following settings:
* Click image to see full screenshot.