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Formidable Types: How To Construct A Multi-Objective Type In WordPress To Acquire Leads for A number of Merchandise or Providers


One of many efforts I’m making on this website is to make it simpler for guests to request help. Now we have a manned chatbot that prompts our customers, however typically that’s a bit too intrusive. Now we have a contact type in our footer, however that’s typically too normal. What I actually wanted was a lead assortment type that I might put in just about any article that pertains to our firm or my companions in order that I can cross alongside the result in our enterprise growth workforce.

You’ll have seen that I did this within the final article about Sendoso. On the finish of the article, I’ve the lead type the place I can accumulate any leads seeking to demo the product or join with their gross sales workforce. At concern is that I’ve dozens of companions like this… so the very last thing I wish to do is construct dozens of kinds in WordPress after which observe and ahead all of them.

Formidable Types

As an alternative, utilizing Formidable Types, I constructed a single type and used a hidden discipline the place I can dynamically populate who the accomplice is. Formidable has a ton of various choices for his or her platform – from calculated fields, to default values, to capturing querystrings, and so forth. On this case, although, I wish to specify the worth of the hidden discipline – known as accomplice – to the title of the accomplice. That method I can accumulate all leads in a single location in addition to differentiate the accomplice they’re looking for out.

That is completed in three steps:

  1. Construct a hidden discipline into the shape that may be populated.
  2. Set the default worth of the hidden discipline to seize the worth.
  3. Dynamically populate the hidden discipline with the worth handed within the type shortcode.

Moreover, this allows me to incorporate the accomplice title on the e-mail notification that I obtain as properly because it’s a captured knowledge factor on the shape.

Step 1: Construct a Hidden Discipline Into the Type

Step one is to tug the hidden discipline onto the shape and construct the remaining fields. I’m additionally together with a hCaptcha to keep away from bot submissions.

formidable forms hidden field

Step 2: Add A Parameter To Seize The Worth Of The Hidden Discipline

The following step is to click on Superior on the hidden discipline choices and enter the parameter that I want to seize because the default worth. That is finished with a easy shortcode:

[get param=partner]

You may name this parameter something you’d like, however you’ll must you’ll want to use the precise parameter title within the subsequent step while you create your Shortcode to embed the shape.

formidable forms get parameter default value

Step 3: Add The Parameter to the Formidable Shortcode

To embed your type, you’ll be able to click on the Embed hyperlink within the prime proper of the shape builder and also you’ll get the shortcode. On this case, it’s:

[formidable id="25"]

To auto-populate that hidden discipline, I can modify the shortcode and insert the parameter and its worth:

[formidable id="25" partner="Sendoso"]

Right here’s how that appears with the Gutenberg editor:

formidable forms shortcode gutenberg editor

Now, when the shape is seen, the hidden discipline is populated with the worth. Not solely that nevertheless it’s additionally handed and saved within the Formidable Entries for that type. I can then add that discipline to the e-mail notifications as properly in order that once I get a lead, my topic line is Associate Lead for Sendoso.

Now I can use this identical type all through my articles for a number of companions to seize their lead and ahead it to the suitable particular person. After all, this doesn’t simply must be particular to companions… you could possibly use it for various providers, merchandise, manufacturers, and so forth. that you could be be selling in your website.

Formidable Types is certainly one of our really useful plugins for WordPress because it’s extremely versatile and likewise doesn’t add a ton of extraneous code that slows down our website. They even have an import mechanism if you happen to’re using one other type plugin.

Get Formidable Types

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