In this short, quick tutorial, I created a form using the Gravity Forms plugin by Rocket Genius. If, after reading this article and watching the video, you are interested in making a Gravity Forms purchase for yourself, please visit my OWNWP discount code page. On that page, you’ll find a $50 discount coupon code and link made especially for you to make your Gravity Forms purchase (affiliate link).
My task during this video is to provide a way for an organization to track how many people will attend an annual meeting and training event. The concept of the task is to include a form on an event information page within the organization’s website.
This is the process the organization wants to implement:
- People interested in attending a free event will complete the form on the event webpage.
- The organization administrator will receive a copy of the information submitted on the form.
- The registrant will receive a copy of the information they submitted.
In order to be successful in completing the process smoothly, a number of things must occur.
- The form must collect enough information for the organizer to have what they need.
- The information on the form needs to automatically send an email to the organization administrator.
- A receipt of the information submitted on the form needs to automatically be sent to the registrant.
- It would be nice if the registrant’s email also included a message regarding the details of the event’s time and location.
- The form must be added to the event page on the website.
The video tutorial below, demonstrates my process to complete this task using the Gravity Forms plugin.
[pb_vidembed title=”” caption=”” url=”https://www.youtube.com/watch?v=Sjj_Klrk2Cc” type=”yt” w=”640″ h=”400″]
Gravity Forms Makes Creating Forms Easy
The form includes a name (first and last), email address, mailing address and phone number. Because this form was created for a specific event, all fields in my Gravity Form are set to be required. This means a registrant cannot submit the form until all the required information is provided.
Once the form itself was created, I added a notification email. The notification email auto-generates an email which gets sent to the organizations administrator so they would get a copy of the information submitted by the person wanting to attend this event.
I also added a notification email that would automatically be generated back to the registrant once they “hit” the submit button on the form. Within the message of that notification email, I included the details of the event time and location so the registrant has a reminder of what the event is that they registered for. I also included a copy of the information they sent so they have a receipt of what information they provided to the organization.
Lastly, I used the Gravity Forms integration to add the form to the webpage via short code.