How to Add & Edit Gravity Forms

Hover over Forms on the left admin panel. Click New Form.

On the right side are field options, sorted by field type. Standard Fields are for general data and basic data. Advanced Fields are used for capturing data such as Name, Address, etc. Pricing Fields are where you set products, prices and payment options.

Follow the on-screen instructions to add fields. Common fields we use are radio buttons, checkboxes, name, email, and phone.

Save changes by clicking Update.

Like pages and posts, contact forms can be duplicated. This is useful for forms that offer credit card payments.

Click Forms on the left admin panel. Duplicate a pre-existing form from the list by hovering over a form and clicking Duplicate. This will redirect you to a new draft.

You can change the form fields by clicking on a field and changing the settings within it. For example, a field label.

When you set a field as Required, the user cannot submit the form without entering that information. This ensures that fields containing important information cannot be skipped or accidentally forgotten.

Save changes by clicking Update.

To edit the form settings, click on the title of the form you want to edit. Toward the top of the page is a navigation bar. Click Settings.

You can view and edit form settings, confirmation messages (which are displayed to the user after a submission), notification messages (which are emailed when a form has been submitted), and form entries.

Scroll to the bottom of the initial Form Settings page. Here you will find an option called Anti-spam honeypot. Check this box and click Update Form Settings. This helps prevent bots and other spam from filling out your form.

The next settings we can change are the confirmation messages. This is visible to the user when the form is submitted.

There are three confirmation options: text, page, and redirect. Text will show a written message in place of the form. If you select Page, you may redirect the user to an existing page on your website. The final option, Redirect, allows you to redirect the user to an external website.

When you are finished, click Save Confirmation to save changes.

Next, we can update notification settings. Click Notifications, then click the title of the notification to Edit.

The title of the notification is to help you decipher between different notifications. Call it something unique so you can easily recognize it when you come back to it later.

Send To is almost always going to be set to Enter Email. Below the radio buttons is a Send to Email field. Enter the email address you would like the notification of a form submission sent to.

From Name is displayed to the recipient of the notification email as the sender. We typically set this as “Form Submission from [Name of Website/Form].”

From Email is displayed as the sender to the recipient. This can be left as is.

Reply To goes to the email of the user submitting the form. You can set this to the email field you added when you created the form by clicking the icon to the right of the field.

BCC is the other email(s) that will receive the notification.

Subject and Message fields are what the recipient sees when the email comes through. You can customize the subject line if you would like, but the message should be kept as-is. It is important because this code is what tells the form to include field content in the notification email.

When completed, click Update Notification.

You can choose if you would like elements visible on specific devices. Go to the element and its settings. Find the width & responsiveness tab. Check devices where you want to hide the element.