- Managing your Data
Installation is simple, download your copy of CRU-forms and install it either with built-in wordpress interface or extract the archive to your wordpress plugin folder and activate Creative Unified Forms plugin.
After installation you will have Creative Unified Forms menu on the left sidebar.
Main page of menu is a Dashboard with description and latest news about the plugin.
There is also a list of actions to edit existing forms or to add/import new one, configure captcha.
Click on ‘Add Form’ to Add a new form.
- Title – title of your form. Also will be a title on a right sidebar to identify your form;
- Sub-title – short text that uppears under the title;
- Theme – select a theme that you think will fit your form mostly;
- Color – select color to your liking;
- Submit text – text on the submit button;
- Footer text – text on the footer;
- Ok message – message that is shown when user submits the form;
- E-mail notifications – input your e-mail here if you want to receive e-mails with form submits (useful for contact/feedback forms);
- Disable form – do not show form on any page;
Click save to save all changes.
- Label offset – offset position of the label starting from left top corner of screen;
- Text color – Color of the label text;
- Text font size – Font size, can be in %, px or em;
- Background color – select with colorpicker background color for the label;
- Border color – select with colorpicker border color for the label;
- Rounded corner radius – Label border radius, in px. Leave 0px for not-rounded corners;
- Background image – you can upload a background image as a label. Uploading an image will override all previous label settings.
Click save to save all changes.
- Role visibility – you can show your form only to selected (and senior roles);
- Page visibility – Show this form only on selected pages (keep empty for all, you can also use wildcard symbol “*”). If you want it shown on multiple pages – enter pages: 1 page in a line. Dont forget you can use ‘*’ wildcard.
Click save to save all changes.
On the left side you see a list of available widgets.
On the right side you see a placeholder fo widgets.
There is also form present, so all modifications will be reflected on the form.
To put a control on your form you need to drag’n'drop desired widget to Form constructor field. The widget will immediately appear on the form.
To modify its settings – you need to click on an arrow on the right part of widget header to see available options. After you finish modifications – you need to click ‘Save’ button.
You can also sort widgets on your form by dragging them to desired position.
To delete widget from form – you can click “Delete” on the bottom part of any widget or just drag it away from constructor field back to widget list.
* Please notice, there can be only 1 google map widget on a form.
If you edit already existing form – you will see “Export” tab. There you will have a long export string that you can copy-paste to desired location (should it be any public location like a forum or you can import same string via import menu).
It is advices to refresh page before exporting the widget so the export string covers all the latest changes that were made with ajax-calls.
Since version 1.1 there is great functionality to manage e-mail notifications for form submissions.
A new tab E-mail lets you to customise e-mail notifications and e-mail autoreplies.
Check/uncheck corresponding field to enable/disable notifications and automatic replies.
*Please note, that automatic replies will be sent only when following conditions occur:
- automatic replies enabled;
- form has e-mail field (textfield with type set to e-mail);
- e-mail field was filled properly;
Edit title and body text of your emails.
You can use tokens in title and text fields.
Token is a keyword that starts and ends with percentage sign. Upon sending e-mail token will be replaced with corresponding data. There are predefined tokens based on site information and user-defined tokens that are based on user input.
%site_title% – your blog title;
%site_url% – your blog url;
%date% – date when form was submitted;
%time% – time when form was submitted;
%form_title% – title of submitted form;
%full_data% – full list of data that was submitted;
These tokens depend on contents of your form. Let’s imagine you added two textfields named “Name” and “E-mail”. You want users to fill them with their name and e-mail correspondingly. So in your e-mails you can use these tokens, they will contain data input from user.
For example, e-mail body text could look like:
Thanks for submitting form on our website %site_title%
We will contact you as soon as possible.
You can use numerous amount of tokens (as many as input fields you have) and combine them in many ways to make really different e-mails!
In 1.1 version you also get Embed tab.
Here you get additional info about embedding of your form to the page. By default it is open upon clicking on an label that is attached to part of screen. But you can additinally embed it with following methods:
- inserting embed code in your post or page (found in this tab);
- adding new menu in wordpress menu interface with specific title (found in this tab);
- use custom embed methods knowing form ID (also listed in this tab).
You can import any widget from either a public location or from export tab of any of your widgets. Please be careful while importing widget from unreliable sources of information!
After you import a widget – you will get a success (or failure message). If import was successfull – you will see a link to edit newly imported widget.
It is highly recommended to protect your forms with captcha against bots and other kind of spam.
The captcha protection is ON by default.
You can disable it on captcha settings page.
Also you can modify display settings and choose captcha theme that you like most.
Moreover there is a list of text strings to translate into other languages.
Don’t forget to click ‘Save changes’.
After you created your first form – new menu will appear in the admin interface – CRU Data.
There you will see a list of forms created. To view all messages received from that form submission you need to click on the form name (or menu item with corresponding name).
On form data page you will see a list with data available to overview.
Please note, long text data will be shown in short way (only 2 first lines). To see more – click on the corresponding label.