# FormForge Pro Documentation

> FormForge Pro documentation for the WordPress form builder: 110 templates, drag-and-drop editor, payments, conditional logic, quiz mode and 20+ integrations.

- Canonical: <https://royalplugins.com/support/formforge/>
- Last updated: 2026-09-21
- HTML version: <https://royalplugins.com/support/formforge/>

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Complete guide to building professional WordPress forms with FormForge Pro. Create contact forms, payment forms, quizzes, surveys, and more with our drag-and-drop builder and 20+ integrations.

## Watch the Full Walkthrough

See FormForge Pro in action — drag-and-drop form builder, conditional logic, payment processing, integrations, and more.

![Play FormForge Pro Full Walkthrough](https://i.ytimg.com/vi/KrAFpoqTOJg/maxresdefault.jpg)

### Get FormForge Pro

Build powerful forms with payments, conditional logic, quizzes, and 20+ integrations.

[Buy Pro Now →](https://royalplugins.com/formforge/)

## Getting Started

FormForge Pro is a professional WordPress form builder that lets you create any type of form with a visual drag-and-drop editor. From simple contact forms to complex payment forms, quizzes, and surveys - FormForge has you covered.

### Feature Overview

#### Drag-and-Drop Builder

Visual form builder with live preview.

#### 30+ Field Types

Text, email, phone, file upload, signature, and more.

#### Conditional Logic

Show/hide fields based on user input.

#### Email Notifications

Admin alerts and user confirmations with smart tags.

#### Stripe & PayPalPRO

Accept payments directly in your forms.

#### File UploadsPRO

Multi-file, drag-and-drop with type/size validation.

#### Quiz ModeBUSINESS

Scoring, pass/fail, timed quizzes, leaderboards.

#### Survey ModeBUSINESS

Likert scales, NPS, star ratings, matrix questions.

#### PDF GenerationBUSINESS

Auto-generate PDFs from submissions.

#### CalculationsBUSINESS

Build pricing calculators with formulas.

#### White LabelAGENCY

Rebrand the plugin for client sites.

#### Slack IntegrationAGENCY

Real-time form notifications to Slack.

### Pricing Tiers

| Tier | Price | Sites | Key Features |
| --- | --- | --- | --- |
| **Pro** | $99/yr | 1 site | All core features, Stripe/PayPal, basic integrations |
| **Business** | $199/yr | 5 sites | + Quiz, Survey, PDF, Calculations, CRM integrations |
| **Agency** | $299/yr | 100 Sites | + White Label, Slack, Frontend Entry Editing |

### Requirements

- WordPress 5.8 or higher
- PHP 7.4 or higher
- Valid FormForge Pro license

## Installation

#### Download the plugin

Log in to [my.royalplugins.com](https://my.royalplugins.com/my-account/downloads/) and download the FormForge Pro ZIP file.

#### Upload to WordPress

Go to **Plugins → Add New → Upload Plugin**, select the ZIP file, and click Install Now.

#### Activate the plugin

Click "Activate Plugin" after installation completes.

#### Enter your license key

Navigate to **FormForge → License** and enter your license key to unlock all Pro features.

Upgrading from a previous version?

Your forms and settings will be preserved. Just upload the new version over the old one.

## License Activation

Your license key unlocks Pro features and enables automatic updates.

#### Find your license key

Log in to [my.royalplugins.com/my-account/licenses/](https://my.royalplugins.com/my-account/licenses/) to view your license keys.

#### Enter the key

Go to **FormForge → License** in your WordPress admin, paste your key, and click Activate.

#### Verify activation

You should see a green "Active" badge. Pro features are now unlocked.

License not working?

Check for extra spaces in the key. Verify you haven't exceeded your site limit. Make sure your license hasn't expired.

## Creating Your First Form

#### Go to FormForge

Click **FormForge → Add New** in your WordPress admin.

#### Choose a template or start blank

Select from [110 pre-built templates](https://royalplugins.com/formforge/templates/) across 16 categories (Contact, Payment, Survey, Quiz, and more) or start with a blank form.

#### Add fields

Drag fields from the left panel onto your form. Click any field to customize its settings.

#### Configure notifications

Go to **Settings → Notifications** to set up admin email alerts and user confirmations.

#### Embed your form

Copy the shortcode (e.g., `[royal_form id="1"]`) and paste it into any post, page, or widget.

## Form Builder

The drag-and-drop form builder makes it easy to create any type of form without touching code.

### Builder Interface

- **Left Panel:** Available field types to drag onto your form
- **Center:** Your form canvas with live preview
- **Right Panel:** Field settings when a field is selected
- **Top Bar:** Save, preview, embed code, and form settings

### Form Settings

Click the gear icon to access form-level settings:

- **General:** Form name, description, submit button text
- **Confirmations:** Success message or redirect URL after submission
- **Notifications:** Email notifications for admin and user
- **Restrictions:** Entry limits, scheduling, user requirements
- **Style:** Custom CSS, form width, field spacing

## Field Types

FormForge Pro includes 30+ field types for any form need.

### Standard Fields

- **Text Input** - Single line text
- **Email** - Email with validation
- **Phone** - Phone number with input mask
- **Textarea** - Multi-line text
- **Number** - Numeric input with min/max
- **Password** - Password with strength meter and toggle visibility
- **Website/URL** - URL with validation
- **Date Picker** - Calendar date selection
- **Time Picker** - Time selection
- **Select Dropdown** - Single or multi-select, searchable
- **Radio Buttons** - Single choice from options
- **Checkboxes** - Multiple choice selection
- **Hidden Field** - Pass data without user input

### Advanced Fields

- **File Upload** - Multi-file, drag-and-drop (Pro)
- **Signature** - Canvas-based signature capture (Pro)
- **Address** - Full address with autocomplete (Pro)
- **Name** - First/last name with prefix/suffix (Pro)
- **Rating** - Star rating scale (Business)
- **Likert Scale** - Matrix of radio buttons (Business)
- **Net Promoter Score** - 0-10 NPS question (Business)
- **Payment** - Credit card with Stripe/PayPal (Pro)

### Layout Fields

- **HTML/Content** - Custom HTML, images, instructions
- **Section Divider** - Visual separator with title
- **Page Break** - Create multi-page forms
- **Columns** - Side-by-side field layout

## Conditional Logic

Show or hide fields based on user input to create dynamic, personalized forms.

### Setting Up Conditional Logic

#### Select a field

Click on the field you want to show/hide conditionally.

#### Open conditional logic

Go to the **Logic** tab in the field settings panel.

#### Enable and configure

Toggle "Enable Conditional Logic" and set your rules.

### Rule Options

- **Show/Hide:** What action to take when conditions are met
- **All/Any:** Whether ALL conditions must match or just ANY one
- **Field:** Which field to check
- **Operator:** is, is not, contains, starts with, ends with, greater than, less than, is empty, is not empty
- **Value:** The value to compare against

### Example: Show field based on dropdown selection

If you have a dropdown "How did you hear about us?" with option "Other", you can show a text field only when "Other" is selected:

- Action: **Show** this field
- If **Any** of these rules match:
- Field: "How did you hear about us?" **is** "Other"

Pro Tip

You can chain multiple conditions and apply conditional logic to entire pages in multi-page forms.

## Email Notifications

Send automatic emails when forms are submitted - both to yourself and to users.

### Admin Notification

Get notified whenever someone submits your form:

- **To:** Your email or multiple addresses (comma-separated)
- **Subject:** Use smart tags like `{form_name}` or field values
- **Message:** Include all submitted data with `{all_fields}`

### User Confirmation

Send a confirmation email to the person who submitted:

- **To:** Use the email field with `{field:email}`
- **Subject:** "Thanks for your submission!"
- **Message:** Confirm their details and next steps

### Smart Tags

| Tag | Description |
| --- | --- |
| `{all_fields}` | All submitted field values |
| `{field:field_name}` | Specific field value |
| `{form_name}` | Name of the form |
| `{entry_id}` | Submission ID number |
| `{date}` | Current date |
| `{admin_email}` | Site admin email |
| `{site_name}` | Website name |

Emails not sending?

Most hosting providers block PHP mail. Install an SMTP plugin like WP Mail SMTP and configure with Gmail, SendGrid, or your email provider for reliable delivery.

## Spam Protection

Multiple layers of protection to keep spam submissions out.

### Honeypot (Enabled by Default)

Invisible field that catches bots. No user interaction required. Works automatically on all forms.

### reCAPTCHA v2 (Checkbox)

#### Get API keys

Go to [Google reCAPTCHA Admin](https://www.google.com/recaptcha/admin) and register your site. Choose "reCAPTCHA v2 - Checkbox".

#### Enter keys in settings

Go to **FormForge → Settings → reCAPTCHA** and paste your Site Key and Secret Key.

#### Add to your form

Drag the "reCAPTCHA" field onto your form where you want the checkbox to appear.

### reCAPTCHA v3 (Invisible)

Runs in the background with no user interaction. Scores visitors 0.0-1.0 based on behavior. Recommended for most sites.

- Choose "reCAPTCHA v3" when registering at Google
- Set score threshold (0.5 recommended) - lower = stricter
- No field needed - applies automatically to all forms

### hCaptcha

Privacy-focused alternative to Google reCAPTCHA. Setup is similar - get keys from [hcaptcha.com](https://www.hcaptcha.com/).

## File Uploads

Accept file uploads with drag-and-drop, multiple files, and validation.

### Field Settings

- **Allowed Types:** Specify extensions (jpg, png, pdf, doc, etc.)
- **Max File Size:** Per-file limit in MB
- **Max Files:** How many files can be uploaded
- **Required:** Whether at least one file must be uploaded

### Storage

Files are stored in `wp-content/uploads/formforge/` with randomized filenames for security. Files are associated with the entry and can be downloaded from the Entries screen.

Large file uploads failing?

Check your server's PHP settings: `upload_max_filesize`, `post_max_size`, and `max_execution_time` may need to be increased in php.ini or .htaccess.

## Multi-Page Forms

Break long forms into manageable steps with progress indicators.

### Creating Multi-Page Forms

#### Add Page Break fields

Drag "Page Break" fields to divide your form into pages.

#### Configure page titles

Click each Page Break to set the page title shown in the progress bar.

#### Set button text

Customize "Next" and "Previous" button labels for each page.

### Progress Bar Styles

- **Steps:** Numbered circles showing current position
- **Bar:** Horizontal progress bar with percentage
- **None:** Hide progress indicator

### Page Validation

By default, required fields on each page are validated before allowing the user to proceed. They cannot skip to the next page without completing required fields.

## Save & Continue PRO

Let users save their progress on long forms and resume later from any device. The form state is stored against a resume token and can be sent to the user by email.

### Enabling Save & Continue

#### Edit your form

Open the form in the visual builder and go to **Settings**.

#### Toggle Save & Continue

Enable **Save & Continue**. A "Save and continue later" link appears below the form.

#### Configure delivery

Choose whether to display the resume link on screen, email it to the user, or both.

### How Users Resume

When a user clicks "Save and continue later", FormForge generates a unique resume token. They can either copy the URL or have it emailed. Opening the link reloads the form with every field pre-filled exactly where they left off.

Expiration

Saved progress is kept for 30 days by default, after which it's cleaned up automatically by a daily WordPress cron event.

## Partial Entries PRO

Capture data from users who start filling out a form but never submit. Partial entries record what was typed and which field was last touched, so you can follow up on abandoned submissions.

### How It Works

As a user types, FormForge tracks their session and stores field values in the background. If they leave the page without submitting, the data stays available in the Entries screen as a "Partial" entry. If they later complete and submit the form, the partial is automatically promoted to a full entry.

### Viewing Partial Entries

1. Go to **FormForge → Entries**
2. Use the status filter to switch to **Partial**
3. Click any partial to see the captured fields and the last field the user interacted with

Lead Recovery

Partial entries often include email addresses entered before abandonment. Use them for follow-up campaigns to recover incomplete leads. Old partial entries are auto-cleaned daily.

## Form Scheduling PRO

Control when a form is available to submit by setting a start date, end date, or both. Useful for event registrations, application windows, and time-limited offers.

### Setting a Schedule

#### Open form settings

Edit your form and find the **Scheduling** section in Settings.

#### Enable scheduling

Toggle it on, then set a start date, an end date, or both. Times use your WordPress site timezone.

#### Customize unavailable messages

Set separate messages for "Not yet open" and "Closed" so users know exactly why they can't submit.

### Behavior Outside the Window

Before the start date, the form is replaced with your "Not yet open" message. After the end date, the form is replaced with your "Closed" message. The form is never rendered as a fillable form outside the scheduled window, so users can't bypass it client-side.

## Entry Limits PRO

Cap the total number of submissions a form can accept, or limit how many times a single user or IP can submit. Useful for limited-quantity sales, contest entries, and one-per-person registrations.

### Limit Types

- **Total entries:** Hard cap on submissions for the whole form. Once hit, the form closes.
- **Per user:** Limit how many times each logged-in user can submit.
- **Per IP:** Limit submissions per IP address (useful for guest forms).

### Configuring Limits

1. Edit your form → **Settings** → **Entry Limits**
2. Enable the limit type you need and enter a maximum
3. Customize the message users see once the limit is reached

What Counts

Only completed entries count toward limits — partial entries and abandoned sessions don't. Limits can be combined with Form Scheduling for tight control over registration windows.

## Dynamic Field Population PRO

Pre-fill any field with data pulled from URL parameters, the logged-in user's profile, the current post, query vars, cookies, or a custom filter. Great for tracking campaigns, personalizing forms, and reducing typing for known users.

### Population Sources

| Source | Example Use |
| --- | --- |
| **URL Parameter** | Pre-fill a referral code from `?ref=summer25` |
| **User Meta** | Pull a custom user meta key (e.g. company name) |
| **User Data** | Pre-fill name and email from the logged-in WP user |
| **Post Meta** | Pull a value from the post the form is embedded on |
| **Query Var** | Pull a registered WP query variable |
| **Cookie** | Pre-fill from a tracking or session cookie |
| **Custom Filter** | Pull from any source via `rfp_custom_population` |

### Configuring a Field

1. Click the field in the builder
2. Go to **Advanced → Dynamic Population**
3. Enable population, choose a source, and enter the parameter name (e.g. `ref` for the URL `?ref=...`)

Users Can Still Edit

Populated values appear as the default — users can change them before submitting. If you need to lock a value, mark the field as read-only.

## Stripe Setup

Accept credit card payments directly in your forms with Stripe.

### Connect Stripe

#### Get API keys

Log in to [Stripe Dashboard → Developers → API Keys](https://dashboard.stripe.com/apikeys). Copy your Publishable key and Secret key.

#### Enter keys

Go to **FormForge → Settings → Payments → Stripe**. Paste both keys and save.

#### Enable in your form

Edit your form, go to **Integrations → Payment Collection**, and enable Stripe. The card fields won't appear until this is turned on.

![Payment Collection setting in Form Settings panel](https://royalplugins.com/images/payment-collection.webp)

#### Configure webhook (recommended)

In Stripe Dashboard, create a webhook pointing to your site's webhook URL (shown in settings). This ensures payment confirmations even if the browser closes.

### Test Mode

Use test API keys (start with `pk_test_` and `sk_test_`) during development. Test card: `4242 4242 4242 4242`, any future date, any CVC.

Going live?

Switch to live API keys (start with `pk_live_` and `sk_live_`) when ready to accept real payments. Don't forget to update the webhook too.

## PayPal Setup

Accept PayPal payments and credit cards via PayPal's payment buttons.

### Connect PayPal

#### Create PayPal app

Go to [PayPal Developer Dashboard](https://developer.paypal.com/dashboard/applications) and create a new REST API app.

#### Get credentials

Copy the Client ID and Secret from your app settings.

#### Enter in FormForge

Go to **FormForge → Settings → Payments → PayPal**. Paste credentials and select your mode (Sandbox/Live).

#### Enable in your form

Edit your form, go to **Integrations → Payment Collection**, and enable PayPal. The payment button won't appear until this is turned on.

### Sandbox Testing

Use sandbox credentials and [sandbox test accounts](https://developer.paypal.com/dashboard/accounts) during development.

## Creating Payment Forms

### Fixed Amount Payment

1. Add a "Payment" field to your form
2. Set payment type to "Fixed Amount"
3. Enter the amount (e.g., 49.99)
4. Choose currency (USD, EUR, GBP, etc.)

### Variable Amount (User Chooses)

1. Add a "Number" or "Dropdown" field for amount selection
2. Add a "Payment" field
3. Set payment type to "Field Value"
4. Select the field containing the amount

### Product Selection

1. Add a "Checkbox" or "Dropdown" field with products/prices
2. Use the format: `Product Name|19.99`
3. Enable "Calculate total from selected options"
4. Add a "Payment" field set to use the calculated total

Payment confirmation

After successful payment, the entry is marked as "Paid" with transaction ID. You can filter entries by payment status in the Entries screen.

## More Payment Gateways BUSINESS

Beyond Stripe and PayPal, FormForge Pro Business adds three more gateways for regions and businesses where Stripe or PayPal isn't a fit.

### Available Gateways

#### Square

Take card payments through Square's checkout. Useful for businesses already running Square POS in-store.

#### Mollie

European-focused gateway with iDEAL, Bancontact, SEPA, and most EU payment methods.

#### Authorize.Net

Long-standing US gateway favored by merchants with existing Authorize.Net accounts.

### Connecting a Gateway

#### Get API credentials

Pull the keys from your Square, Mollie, or Authorize.Net dashboard. Each gateway has its own credentials format — the FormForge settings screen labels each field.

#### Enter in FormForge

Go to **FormForge → Settings → Payments** and paste credentials into the matching gateway panel. Each gateway has its own Test/Live mode toggle.

#### Enable per form

Edit your form, go to **Integrations → Payment Collection**, and pick the gateway. The fixed/variable/product amount setup works the same as Stripe and PayPal.

Tier requirement

Square, Mollie, and Authorize.Net are part of the Business tier. Stripe and PayPal remain available on Pro.

## Quiz Mode BUSINESS

Transform your forms into interactive quizzes with automatic scoring, grades, and leaderboards.

### Enabling Quiz Mode

#### Edit your form

Open the form in the visual builder.

#### Go to Settings

Click the Settings tab and find the **Quiz Settings** section.

#### Enable Quiz Mode

Toggle **Enable Quiz Mode** ON and configure your options.

### Quiz Settings

| Setting | Description | Default |
| --- | --- | --- |
| **Pass Percentage** | Score needed to pass (0-100) | 70% |
| **Show Grade** | Display letter grade (A-F) | Yes |
| **Show Answers** | Show results per question | Yes |
| **Show Correct Answers** | Reveal correct answers on wrong responses | Yes |
| **Show Explanations** | Display answer explanations | Yes |

### Setting Up Quiz Questions

Each field can be a quiz question:

1. Click on a field (text, radio, checkbox, dropdown, etc.)
2. Go to **Advanced** tab
3. Find **Quiz Answer** section
4. Enter the **Correct Answer**
5. Set **Points** (default: 1)
6. Optionally enable **Partial Credit**
7. Add **Explanation** (shown in results)

### Scoring System

Each question has configurable points (default: 1). Total score = earned points / total points × 100. The percentage determines pass/fail and letter grade.

| Percentage | Grade |
| --- | --- |
| 90-100% | A |
| 80-89% | B |
| 70-79% | C |
| 60-69% | D |
| Below 60% | F |

### Leaderboard

Display top scorers on your site by enabling **Show Leaderboard** in quiz settings, then add this shortcode to any page:

`[royal_form_leaderboard form_id="123" limit="10"]`

Best Practices

Use clear, unambiguous questions. Add explanations to help users learn from mistakes. Set an appropriate passing score (70% is standard). Test thoroughly to verify all answers work correctly.

## Survey Mode BUSINESS

Create professional surveys with specialized field types for collecting feedback and opinions.

### Survey Field Types

#### Likert Scale

Classic agree/disagree scale for measuring attitudes. Presets: Agreement, Satisfaction, Frequency, Importance, Likelihood.

#### Star Rating

Visual rating with configurable stars (up to 10), half-star support, and custom icons/colors.

#### NPS (Net Promoter Score)

Industry-standard 0-10 scale: Promoters (9-10), Passives (7-8), Detractors (0-6).

#### Matrix/Grid

Multiple questions with shared answer options. Radio (single) or Checkbox (multiple) per row.

#### Opinion Scale

Numeric scale with customizable endpoints and labels (e.g., "Poor" to "Excellent").

#### Ranking

Drag-and-drop ordering of items by preference.

### Viewing Survey Results

Go to **FormForge → Analytics** and select your survey form. Statistics shown include:

- **Star/NPS/Opinion:** Average, min, max, distribution
- **Likert:** Response distribution per option
- **Matrix:** Heatmap of responses
- **Ranking:** Average position per item

Best Practices

Keep surveys to 5-10 questions. Ask one topic per question (avoid double-barreled questions). Use balanced scales with equal positive/negative options. Include "N/A" or "Neutral" when appropriate.

## Conversational Forms BUSINESS

Create engaging, Typeform-style forms that display one question at a time for a focused user experience.

### Enabling Conversational Mode

#### Edit your form

Open the form in the visual builder.

#### Go to Settings → Display Mode

Find the **Display Mode** section.

#### Enable Conversational Mode

Toggle it ON and configure theme settings (background color, text color, accent color, progress bar).

### Navigation

- **Enter:** Go to next question
- **Escape:** Exit conversational mode
- **Arrow keys:** Navigate radio/checkbox options
- **Letter shortcuts (A, B, C, D):** Quick selection for choice fields

### When to Use Conversational Mode

#### Good For

Lead generation, sign-up flows, simple contact forms, application forms, one-on-one feel.

#### Not Ideal For

Complex multi-page forms, forms requiring context from multiple fields, data entry, payment forms.

## PDF Generation BUSINESS

Automatically generate professional PDF documents from form submissions.

### Enabling PDF Generation

#### Auto-Generate for All Submissions

Go to form **Settings → PDF** and toggle **Auto-Generate PDF** ON.

#### Attach PDF to Email Notifications

Go to **Settings → Notifications**, edit a notification, and enable **Attach PDF**.

### PDF Settings

| Setting | Description |
| --- | --- |
| **Title** | PDF document title (defaults to form title) |
| **Logo URL** | Company logo image URL for header |
| **Accent Color** | Color for headers and borders |
| **Page Size** | A4, Letter, Legal, etc. |
| **Orientation** | Portrait or Landscape |
| **Password** | Optional password protection |

### PDF Content

Generated PDFs include header (logo, form title), meta information (submission ID, date/time, user info), all submitted field values in table format, and optional footer with custom text.

### Downloading PDFs

Go to **FormForge → Entries**, click on an entry, and click **Download PDF** button. Users can also receive tokenized download links in confirmation emails.

## Calculations BUSINESS

Build pricing calculators, order forms, and computed fields with formulas.

### Setting Up Calculated Fields

#### Add a Number or Total field

This will display the calculated result.

#### Enable Calculation

In field settings, toggle **Enable Calculation** ON.

#### Enter your formula

Use field references like `{field_id}` with operators.

### Formula Syntax

| Operator | Description | Example |
| --- | --- | --- |
| `+` | Addition | `{a} + {b}` |
| `-` | Subtraction | `{a} - {b}` |
| `*` | Multiplication | `{a} * {b}` |
| `/` | Division | `{a} / {b}` |
| `( )` | Grouping | `({a} + {b}) * {c}` |

### Examples

- **Simple total:** `{product_price} * {quantity}`
- **Subtotal with tax:** `{subtotal} + ({subtotal} * 0.08)`
- **Conditional pricing:** `{base_price} + ({add_insurance} * 50)`

Tips

Use clear field IDs for readable formulas. Test all combinations to verify math. Division by zero returns 0. Results automatically round to 2 decimals with currency formatting.

## User Registration BUSINESS

Create WordPress user accounts directly from form submissions. Useful for member onboarding, course signups, and custom registration flows that don't fit WP's built-in registration form.

### Enabling User Registration

#### Open form settings

Edit the form and find the **User Registration** section in Settings.

#### Map required fields

Map your form's email field to **Email**. Optionally map fields to **Username**, **Password**, **First Name**, **Last Name**, and **Display Name**. If username or password isn't mapped, FormForge generates them.

#### Pick a role

Choose the WordPress role new users get (Subscriber by default). Don't grant Editor or Administrator from public forms.

### Duplicate Handling

If a user with the same email already exists, FormForge can either skip user creation (and still record the entry) or surface an error to the submitter, depending on the **Skip if user exists** toggle.

Security

Public registration forms should always include CAPTCHA or another spam-protection method. Auto-generated passwords are emailed via the standard WordPress new-user notification.

## Post Creation BUSINESS

Turn form submissions into WordPress posts, pages, or custom post types. Common uses: front-end submissions, classified listings, directory entries, and user-generated content workflows.

### Enabling Post Creation

#### Open form settings

Edit the form and find the **Post Creation** section in Settings.

#### Map post fields

Map a form field to **Title** (required), and optionally **Content** and **Excerpt**.

#### Choose post type and status

Pick the post type (post, page, or any registered CPT) and the initial status — typically Draft or Pending Review so you can moderate before publishing.

### Author Assignment

If the submitter is logged in, the post is authored by them. For guest submissions, the post is authored by the default user you configure in form settings.

Moderation

For public-facing forms, leave post status as Draft or Pending Review. This gives editors a chance to vet user-submitted content before it goes live.

## Email Marketing Integrations

Add form submitters straight into your email marketing lists. FormForge Pro ships with eight first-class integrations split across tiers, plus optional AWeber and ConvertKit drop-ins.

### Pro Tier (4 providers)

#### Mailchimp

Add subscribers to any audience, with tag and merge field mapping.

#### Constant Contact

Sync contacts to lists via OAuth-authenticated API.

#### Brevo (Sendinblue)

Push contacts into Brevo lists with attribute mapping.

#### MailerLite

Add subscribers to groups with custom field mapping.

### Business Tier (4 more providers)

#### ActiveCampaign

Create or update contacts and assign tags or automations.

#### GetResponse

Add contacts to campaigns with custom field mapping.

#### Drip

Push subscribers into Drip with event and tag support.

#### Klaviyo

Sync profiles for ecommerce-focused email + SMS flows.

### Setup

#### Get an API key

Pull the API key (or OAuth credentials for Constant Contact) from your provider's dashboard.

#### Configure globally

Go to **FormForge → Integrations**, enable the provider, and paste the credentials.

#### Enable on a form

Edit the form → **Integrations** tab → enable the provider. Pick the target list/audience/group, then map your form fields (Email is always required).

Also Available

AWeber and ConvertKit ship as additional drop-in integrations under `integrations/email/` alongside the eight listed above.

## CRM Integrations BUSINESS

Connect your forms to popular CRM platforms: HubSpot, Salesforce, Zoho CRM, and Pipedrive.

### Supported CRMs

#### HubSpot

Automatically create or update contacts. Supports custom properties.

#### Salesforce

Create Leads or Contacts with full field mapping.

#### Zoho CRM

Create Leads or Contacts in your Zoho account.

#### Pipedrive

Create Persons, Organizations, Deals, and Notes.

### Setup Process

#### Get API credentials

Create an app or get API token from your CRM provider.

#### Configure global settings

Go to **FormForge → Integrations**, enable your CRM, and enter credentials.

#### Enable per form

Edit your form, go to **Integrations** tab, enable the CRM for this form.

#### Map fields

Map form fields to CRM contact properties (email is usually required).

Duplicate Handling

Existing contacts are updated with new data - no duplicates are created. Contacts are matched by email address.

## Automation (Zapier/Make) BUSINESS

Connect your forms to Make (formerly Integromat), Zapier, and custom webhooks for powerful automation workflows.

### Make Integration

#### Create a Make Scenario

In [Make](https://www.make.com), create a new Scenario with a **Webhooks → Custom webhook** module as the first step. Copy the webhook URL.

#### Configure FormForge

Go to **FormForge → Integrations → Make** and enable it. Then edit your form, go to Integrations, enable Make, and paste your webhook URL.

#### Define Data Structure

In Make, click "Determine data structure" then submit a test entry. Make captures the JSON structure for mapping.

### Zapier Integration

Connect to 5,000+ apps through Zapier. Enable Zapier in **FormForge → Integrations**, copy your webhook URL, and create a new Zap with "Webhooks by Zapier" trigger.

### Custom Webhooks

Send form data to any URL endpoint. In your form's Integrations tab, enter your webhook URL and choose the method (POST or GET).

### Common Automation Workflows

- **Add to Google Sheets:** Webhook → Google Sheets (Add Row)
- **Create CRM Contact:** Webhook → HubSpot/Salesforce/etc.
- **Send Slack Notification:** Webhook → Slack (Send Message)
- **Multi-step:** Webhook → Router → Multiple branches

## Slack Integration AGENCY

Get instant Slack notifications when forms are submitted.

### Setting Up Slack

#### Create Slack App

Go to [Slack API](https://api.slack.com/apps), create a new app "From scratch", name it "FormForge Pro", and select your workspace.

#### Enable Incoming Webhooks

In your app settings, go to **Incoming Webhooks**, toggle it ON, click **Add New Webhook to Workspace**, select a channel, and copy the webhook URL.

#### Configure in FormForge

Go to **FormForge → Integrations → Slack**, enable it, paste your webhook URL, configure bot name/icon, and test the webhook.

### Message Format

Slack notifications include:

- **Header:** "New Submission: [Form Name]"
- **Body:** All submitted fields and values
- **Footer:** Link to view entry in admin, entry ID and timestamp

### Per-Form Settings

Edit your form, go to **Integrations → Slack**, toggle **Send to Slack** ON. You can optionally specify a different channel per form.

## White Label AGENCY

Rebrand FormForge Pro for your clients without any trace of Royal Plugins branding.

### What Gets Rebranded

| Element | Customizable | Location |
| --- | --- | --- |
| Plugin name | Yes | Plugins list, menus |
| Plugin description | Yes | Plugins list |
| Author name & URI | Yes | Plugins list |
| Menu icon | Yes | WordPress admin menu |
| Admin footer | Yes | Plugin admin pages |
| Support links | Hide | License/support pages |

### Enabling White Label

1. Go to **FormForge → Settings**
2. Scroll to **White Label** section
3. Toggle **Enable White Label** ON
4. Configure: Plugin Name, Description, Author Name, Author URI, Menu Icon, Admin Footer
5. Optionally hide support links and update notices
6. Save settings

### Menu Icon Options

Use built-in dashicons (`dashicons-feedback`, `dashicons-forms`, `dashicons-clipboard`, `dashicons-email`, etc.) or a custom image URL.

Best Practices

Use consistent branding with your company colors/name. If hiding updates, ensure you manage plugin updates on behalf of clients. Create your own support documentation for white-labeled installations.

## Frontend Entry Editing AGENCY

Allow users to edit their own form submissions from the frontend of your site.

### Enabling Entry Editing

1. Edit your form in the builder
2. Go to **Settings → Entries**
3. Toggle **Allow Entry Editing** ON
4. Save the form

### How Users Access Edit Mode

| Method | URL Format |
| --- | --- |
| **URL Parameter** | `yoursite.com/contact/?rfp_edit=123` |
| **Edit Token (guests)** | `yoursite.com/contact/?rfp_edit=123&rfp_edit_token=abc123` |
| **Shortcode** | `[royal_form_edit entry_id="123"]` |

### Edit Permissions

- **Admins:** Can always edit (requires `manage_options` capability)
- **Logged-in users:** Can edit their own entries (user ID must match)
- **Guests:** Can edit with valid edit token

### Edit Form Behavior

All previously submitted values load automatically. Users can modify any field, but required fields remain required. File uploads cannot be changed (existing files are preserved). Payment fields are not editable.

### Creating Edit Links for Users

In email notifications or confirmation messages, use the merge tag `{entry_edit_url}` to generate a tokenized link users can click to edit their submission.

Security

Permissions are always verified server-side. Updated entries are logged with timestamps for audit trails. Sensitive fields can be locked from editing.

## Template Library

FormForge Pro includes **110 pre-built form templates** across 16 categories, so you can launch professional forms in seconds instead of building from scratch.

### Template Tiers

- **Pro Templates (40):** Contact forms, feedback, registration, newsletter signup, support tickets, and more everyday forms.
- **Business Templates (40):** Invoice generators, employee onboarding, NDA agreements, project proposals, event registration, and advanced business workflows.
- **Agency Templates (30):** Client intake, brand questionnaires, website briefs, social media audits, and specialized agency workflows.

### Categories

Templates are organized into 16 categories: Contact, Feedback, Registration, Application, Survey, Quiz, Order, Booking, Payment, HR, Legal, Healthcare, Education, Real Estate, Marketing, and Nonprofit.

Browse All Templates

View and preview all 110 templates on the [FormForge Templates Gallery](https://royalplugins.com/formforge/templates/). Each template shows a live preview of the form fields, tier requirement, and a direct link to start using it.

## Using Templates

Templates give you a head start - every field, label, and setting is pre-configured so you can customize rather than build from scratch.

### Applying a Template

#### Create a new form

Go to **FormForge → Add New** in your WordPress admin.

#### Browse templates

The template picker shows all available templates for your license tier. Use the category tabs or search bar to find what you need.

#### Preview and select

Click any template to preview its fields and layout. Click **"Use This Template"** to apply it.

#### Customize

The template loads into the drag-and-drop builder. Add, remove, or rearrange fields. Update labels, placeholder text, and validation rules to match your needs.

Template Availability

Templates are tied to your license tier. Pro licenses get 40 templates, Business licenses get 80 (Pro + Business), and Agency licenses get all 110 templates. [Compare plans](https://royalplugins.com/formforge/pricing/) to see which tier fits your needs.

## Troubleshooting

#### Form not submitting

Check browser console for JavaScript errors. Verify AJAX is not blocked. Try disabling other plugins to find conflicts.

#### Emails not sending

Install an SMTP plugin (WP Mail SMTP). Check spam folder. Verify email addresses are correct.

#### Entries not saving

Check database table exists. Verify user has permissions. Look for PHP errors in debug.log.

#### Conditional logic not working

Verify field IDs match. Check rule logic (all vs any). Ensure fields have valid values.

#### File upload failed

Check PHP upload limits. Verify folder permissions. Ensure file type is allowed.

#### Payment not processing

Verify API keys are correct (test vs live). Check Stripe/PayPal dashboard for errors. Enable webhook for confirmations.

Still stuck? Email priority support

Email **[support@royalplugins.com](mailto:support@royalplugins.com)** with your site URL, FormForge version, and a description of the issue. Priority email support is included with your FormForge Pro license — typical response time is within 24 hours.

## Frequently Asked Questions

### Can I use FormForge with any theme?

Yes, FormForge works with any properly coded WordPress theme. Forms automatically inherit your theme's styles, and you can customize further with the built-in style options or custom CSS.

### How many forms can I create?

Unlimited forms on any license tier. There's no limit to the number of forms, fields, or entries.

### Does it work with page builders?

Yes! FormForge includes native blocks for Gutenberg, widgets for Elementor, and shortcodes that work anywhere. It's compatible with Beaver Builder, Divi, and other page builders.

### Can I export form entries?

Yes, export to CSV or Excel from the Entries screen. You can filter by date range, payment status, or specific fields before exporting.

### Is it GDPR compliant?

FormForge includes features to help with GDPR compliance: consent checkboxes, entry deletion on request, and data stored only on your server (not our servers).

### Can I use the same license on staging and production?

Yes, staging sites (containing "staging", "dev", or "local" in the URL) don't count against your site limit.

[Back to Support](https://royalplugins.com/support/)
[Licensing Help](https://royalplugins.com/support/licensing/)