Adding a New Gravity Form in WordPress

Steps for adding a new Gravity Form in WordPress:

  1. In WordPress nav bar, choose Forms (with Gravity Forms logo), then choose New Form
  2. Add Fields and update Field Settings (e.g., make a field required). Save Form and Preview it (top right)
  3. At the top of the Form Editor are Settings and Entries. Completed form submissions are located in Entries. In Settings are Form Settings, Confirmations, and Notifications:
    • Form Settings may be adjusted as needed
    • Confirmations are what the user sees after submitting the form. Defaults to Text and may be updated to Text, Page, or Redirect (use Redirect to send user to an external page after submitting the form). Conditional logic is also possible
    • Notifications are sent to admin by default when a form has been submitted (this includes tests in Preview). In Admin Notification, update ‘Send to Email’ field to update email address that will receive a notification when a form is submitted. Update other fields if needed. If needed, Configure Routing to send notifications conditionally based on form Field responses (be sure to update the ‘Any/All’ dropdown to reflect the desired logic)
  4. Create a Page for the form by clicking Pages, then Add New in left nav bar
  5. In the new page, add a title, which will autogenerate a permalink (editable)
  6. In the new page, add a shortcode to the Paragraph section to display the Gravity Form on the page. Copy shortcode from an existing page, replacing “ID” with the ID of the new Gravity Form (found in Forms area; see #1 above)
  7. Preview, then Publish page when ready. Share form via permalink (see #5 above)