Plugin Documentation

Detailed documentation about all features and settings of Contact Form to Email .

How it works?

From the dashboard/configuration area the process is as follows:

  1. Insert data fields into the form
  2. Configure the general form processing, email and settings if needed
  3. Publish the form from a post or page (go to edit posts or pages).

From the end user (visitor) point of view, the process is as follows:

  1. The user fills the data fields
  2. The user clicks "submit" and you (the website owner or administrator) receive a notification email with the data posted by the user.
  3. The user receives an automatic "confirmation/thank you" email.
  4. The user is redirected to a "confirmation/thank you" page into your WordPress website

Installation

To install the WordPress plugin follow these steps:

  1. Download the plugin to your computer.
  2. Go to the plugins section in WordPress
  3. If has been installed installed another version of the plugin, deactivate it, and then press the corresponding "Delete" button.
  4. Press the "Add New" button at top of section.
  5. Press the "Upload Plugin" button, and select the zipped file downloaded in the first step.
  6. Finally, install and activate the plugin.

Inserting the form on Page

  1. Configure the settings at the administration menu >> Settings >> Contact Form to Email.
  2. To insert a form into some pages or posts, uses the icon that will appear when editing contents:

    Insert Form

  3. After doing that, the tag [CONTACT_FORM_TO_EMAIL id="1"] will be inserted into your content. The "id" is optional, if not specified the first form will be used. When you preview the content in the public website that tag will be replaced by the reservation form:

    Form

Managing Forms

After going to the WordPress administration menu >> Settings >> Contact Form to Email you will see the list of forms like in the following image:

Forms List

For each form you will see the following options:

  • ID: Identification number of the form, useful when publishing an specific contact form.
  • Form Name: Name to identify the form. Visible only from the admin area.
  • Update: Updates the form name.
  • Settings: For managing the form settings.
  • Messages: Printable list of messages (both paid and unpaid).
  • Reports: Reports for the form usage and for specific fields.
  • Clone: Duplicate/clone a form.
  • Delete: Deletes the form and all its messages and settings.
  • Shortcode: An alternative way for publishing the form.

After clicking the "Settings" button you will jump to a new page with the form builder a other configuration options as explained below.

Form Reports

The report features are for providing automatic reports of the form usage and data entered into the form. This includes printable messages list with filter options, reports of daily submissions and accumulative hourly report, printable reports for specific fields into the form, emails with the latest submissions and other features that helps you to understand your data.

Messages List

Press the "Messages" button, corresponding to the form. The printable messages screen displays the list of submissions, and a filtering section to reduce the submissions by form, a time interval, or a text in the data

From the messages screen it is possible remove a submission, but from this screen is possible export all submissions to a CSV file

Export the submissions to a CSV File

For exporting the submitted information to a CSV file, press the "Messages" button corresponding to the form, and press the "Export to CSV" button, select the location where will be saved the CSV and that's all. The first row of CSV file allows identify each of fields, the text used to identify the field will be the short label, defined in the field, or the label in case that the short label is not defined.

Graphic reports

The reports section lets you analyzing the use of the forms and the data entered into them. The first section of the reports is a filter section similar to the one that appears in the messages list page (explained above).

Below the filters section there are three report graphics:

  1. Submissions per day: The report will display in a point-lines graphic how many submissions have been received each day in the selected date range. This report can be used to evaluate the contact peaks and measure the impact of marketing actions.

  2. Submissions per hour: The report will display in a point-lines graphic how many messages are received on each hour of the date; this is for the total messages in the selected date range. This report can be used for checking peak hours and focus the support service on those hours.

  3. Report of values for a selected field: Select any of the form fields and other information fields (like date, ip, hours) to get a report of how many times each value have been entered or selected. This is very useful if you form is used as a poll to get feedback from users, it makes easy to generate a report on selectable fields. This report can be used also to study the most common data entered in the form and get a better idea of your customer's profile and needs.

A print button at the end of the page can be used to print the report of the values for the selected field in a printer-friendly format.

Global Email Reports

The global email reports can be setup below the list of forms. This report sends a report with the new submissions of all forms every the specified number of days.

The reports are attached in a CSV / Excel file into the emails. The settings for the email reports (both the global and per form reports) include the following configuration fields:

  • - Enable Reports?: Option for enabling / disabling the reports.

  • - Send report every: Indicate every how many days the reports will be sent.

  • - Send after this hour (server time): Approximate time at which the reports will be sent. This time is based on the server time. Some activity is needed on the website for sending the reports. You can setup a cron for a more exact delivery time.

  • - Send email from: The "from" email used for the reports. Avoid @aol.com and @hotmail.com "from" addresses to skip the anti-spam filters.

  • - Send to email(s): The list of emails (comma separated) that will receive the reports.

  • - Email subject: Subject of the email that will be sent with the Contact Form to Email reports.

  • - Email format?: Format of the email that will be sent with the Contact Form to Email reports. Can be HTML or Plain Text. In most cases plain text is easier to setup and has less problems with anti-spam services.

  • - Email Text (CSV file will be attached): Content of the email that will contain the Contact Form to Email reports. The reports will be attached in CSV format into the email.

Form Email Reports

The reports for each form are very similar to the Global Email Reports but in this case can be setup on the settings page of each form and allowing to have different report settings for each form. This report sends a report with the new submissions of the related form every the specified number of days. The configuration fields and format is the same used for the Global Email Reports.

The Form Builder

The Form Builder lets you to add/edit/remove fields into the form and also to specify the validation rules for your form (required fields, email fields, etc...).

Form Builder

Form title and predefined designs

The "Form Settings" tab allows define the form's title and description, as the placement of labels respect the fields (at top, at left, aligned to the right). In the "Form Settings" tab is possible to decide the form's design. The plugin includes multiple predefined designs.

Form Settings Tab

The following field types are currently available(*):
  • Single Line Text: Classic text input.
  • Number: This field can validate if only digits or a valid number was entered.
  • Slider: Numeric field whose value is modified sliding a handle.
  • Currency: A classic input field for currency values, that allows separator for thousands, and currency symbols.
  • Hidden: A hidden field.
  • Email: This field validates that the email address has a valid format.
  • Date/Time: Date-picker. Can be setup also to show also a selectable year and month, for example for birth date fields, and time fields.
  • Checkboxes: Classic checkboxes, select one or more on a group.
  • Multiple Choice: Radio buttons, select one of many.
  • Dropdown: Classic select / dropdown field.
  • Upload File: For uploading files.
  • Password: A field that shows * instead the typed letters. You can also add a confirm password validation.
  • Phone field: Supports international formats line ###-###-#####. The format is configurable.
  • Comment area: It's a comment to introduce to a section of the form or give instructions to the user.
  • Summary: Displays a summary of form fields with the values entered.
  • Section Break: It's a line for separating areas group of fields
  • Page Break: Useful for creating multi-page forms. The "page break" marks the start of a new page in the form builder
  • Instruct. Text: Text field to display instructions for users.
  • HTML Content: Field for general purpose, to include HTML tags in the form.
  • Media: Allows insert images, audios or videos.
  • Button: Insert a button in the form.

* Note: Some of the field types are available only in the Developer and Platinum versions of the plugin.

Container Fields

The form builder includes some container controls. The container controls allow to insert another controls in them:

  • Fieldset Container: Allows insert a fieldset control in the form, with a legend.
  • Div Container: Inserts a container very useful for grouping related controls, and not modifies the appearance of the form.
DataSource Fields

In addition to the above, the following fields are available only in the Developer and Platinum versions of plugin:

  • Line Text DS: An input field that gets its default values from one of following datasources - Database, Posts information, Taxonomies information or Users information.
  • Number DS: An input field that gets its default values from one of following datasources - Database, Posts information, Taxonomies information or Users information.
  • Email DS: An input field for Email address that gets its default values from one of following datasources - Database or Users information.
  • Text Area DS: A text area field that gets its default values from one of following datasources - Database, Posts information.
  • Checkboxes DS: Checkboxes for selecting one or more options into the same field that gets its options from one of following datasources - Database, CSV, Posts information, Taxonomies information or Users information.
  • Radio Btns DS: Radiobuttons for selecting one option between the options available for the field that gets its options from one of following datasources - Database, CSV, Posts information, Taxonomies information or Users information.
  • Drop-down DS: A select / drop down list for selecting one of the values listed that gets its options from one of following datasources - Database, CSV, Posts information, Taxonomies information or Users information.
  • Hidden DS: A hidden field that gets its value from one of following datasources - Database, Posts information, Taxonomies information, or Users information.
Editing the field settings in the Form Builder

Field Settings

When you click a field already added, you can edit its details and validation rules. The following properties are useful:

  • Field Label: Label for the field in the public form and into the email.
  • Field tag for the message: In addition to the general <%INFO%> tag, you can use this tag to show the field value into a specific tag of the email.
  • Specific settings: The settings depends of the field type, for example the format of the phone number, the date format, etc...
  • Validation rule: The validation rules depends of the field type, example: required, only digits, valid email, valid number, etc...
  • Predefined value: Pre-filled value for the field, if any.
  • Instructions for user: This text will appear in a smaller form below the field. It's useful for giving instructions to the user.
  • Add CSS layout keywords: Customize the look & feel. If used, this field must contain the name of the CSS class and not the styles rules directly.
Other features in the form builder:
  • Equal fields validation: Use it for example to confirm if the email or password typed in two different fields are the same. This is valid for "Single Line Text", "Password" and "Email" fields.
  • Dependent fields: Use this feature for show/hide fields (any field type) based in the selection made on other fields (checkboxes, radiobuttons or select/drop-down fields).
For DataSource controls (only available in the Developer and Platinum versions of plugin)

This is a step by step about the use of datasource controls

  1. Insert in the form the control with access to external datasources (these controls are represented with the DS at the end of its names)
  2. Select the control in the form, and pays attention to the "Define Datasource" section.

    There are different datasources: Database, CSV file, Post Type, Taxonomy, and User Data.

    • Database, allows populate the field with the data stored in database.
    • CSV, allows populate the field with the data stored in a CSV file (Datasource available only in fields with multiple entries: DropDown DS, Checkbox DS, Radio Button DS).
    • Post Type, allows populate the field with the information associated to a specific post type (like the products names in a Woocommerce, etc.)
    • Taxonomy, allows populate the field with the information of taxonomies.
    • And finally the User Data, with the data of users in WordPress.

    Note: Depending of control selected will be available all available datasources, or not.

So, suppose we want populate the field with the data stored in a database table.

  1. Select Database, from the list of datasources.
  2. If the database is different that used by WordPress, will be required enter the Host's address, the authentication data to connect to the database (username and password), and the name of database(a host can include multiple databases). There is a button for testing the database connection.

    Note: If the database is the same used by WordPress, leave empty the fields above.

Now its time to define the query to database

  1. Enter the name of table's column, that store the control's values. If you are using the Drop-down DS control, it has multiple options; each option of drop-down list includes a value and text; in this option you determine the column in the table that includes the values of options.
  2. Enter the column's name that stores the control's texts. Similar to the previous step, but in this case the column stores the texts of the options (in case of checkbox or radio buttons, this column contain the label of options)
  3. Type the table name, a database can include multiple tables, you should identify the table you are using.
  4. Type a condition if required. If you want filtering the values to display in the control, type the condition in this attribute. For example, suppose you want load the data of posts that are public, the condition in this case would be: post_status='publish', where post_status is the name of column, and publish is the value for filtering.
  5. The "Order by" is used to order the query results by the values in columns, and not by the order that data were stored in database. For example, suppose you want populate the control with the users names of WordPress, and you want order the results alphabetically, in this case the "order by" would be: display_name ASC, where display_name is the column's name, and will be ordered in ascending way.
  6. Limit, enter an integer number to reduce the number of query results.

If your query is very complex, and you prefer create it manually; selects the option "Custom Query", but in this case you should type all the query. Pay attention because you should use alias in the "SELECT" clause, to indicate the colum used to get the values, and the column used to get the texts. For example, a hypothetical query:

SELECT column1 AS value, column2 AS text FROM tablename WHERE column3 > 5 ORDER BY column2 ASC LIMIT 5

The use of database as datasource, allows filtering the information to populate the fields with the values on other fields in the form, or javascript variable. The use of variables are only accepted in the "Condition" section ("WHERE" clause), and requires the format: <%varname%>. For example, to get the title of a post, filtering by its ID, if the id is defined through the fieldname3 field, the "Condition" attribute of the query would be: ID=<%fieldname3%>

How to use CSV files as datasource?

The CSV files can be used as data sources for fields with multiple choices (DropDown DS, Radio Btns DS, Checkboxes DS). The initial steps are similar to the previous section, but selecting the "CSV" option as data-source instead of selecting "Database".

A comma-separated values (CSV) file stores tabular data (numbers and text) in plain text. Each line of the file is a data record. Each record consists of one or more fields, separated by commas. The use of the comma as a field separator is the source of the name for this file format.

For CSV files, the plugin includes the attributes:

Select CSV file: file field to select the CSV file.

Use headline: tick the checkbox if the first line of CSV file is a headline to identify the data in the next records.

Delimiter: enter the delimiter symbol used as the field separator on each record.

Press the "Import CSV" button to import the records into the form. This action will feed the lists "Select column for texts" and "Select column for values", that are used for selecting which fields will be used texts and values of the choices in the DS field.

Create dependencies between fields

Some fields, like radio groups, checkboxes and drop-down menu, allow dependencies in function to the option selected.

For example, suppose your form includes a radio-group control with multiple choices: - House, - Car, - Electrodomestics, and each of them, uses different attributes. The house requires fields for address, number of rooms, etc; the car requires a field for trademark, model, etc. and finally the electrodomestics, will need type of electrodomestic,and more. So, if you want display the fields, depending of choice selected:

  1. Select the radio group fied in the form editor.
  2. Press the "Show dependencies" link, in the choices area.
  3. and select the field to display if the choice is selected. If you need associate multiple fields to the choice, press the plus button and select the new fields.

Settings area of the forms

For each form you will be able to edit the following settings:

Form Builder: Already explained in the previous sections (see above).

Validation Settings:

Validation Settings

This area contains the "texts" used for the validations. You can easily translate them to other languages.

  • is required: Error message for required field.
  • is email: Error message for email format.
  • is valid date (mm/dd/yyyy): Error message for date format.
  • is valid date (dd/mm/yyyy): Error message for date format.
  • is number: Error message if the value is not a number.
  • only digits: Error message if the value has not only digits.
  • under maximum: Error message if the value is not in the correct interval.
  • over minimum: Error message if the value is not in the correct interval.
Form Processing / Email Settings:

Form Processing/Email Settings

  • Send email from: The "from" email used for the reports. Avoid @aol.com and @hotmail.com "from" addresses to skip the anti-spam filters.
  • Send to email(s): The list of emails (comma separated) that will receive the reports.
  • Email subject: Subject of the notification email sent after the submission.
  • Include additional information?: Optional information about the user IP and browser.
  • On submit actionnew: Indicates what to do after the submission, the options are:
    1. Redirect to a "Thank you" page: The user is redirected to a "Thank you" page after the submission.
    2. Stay on the page, display a classic JavaScript alert box with a message: Ajax submission without reloading the page. A classic JavaScript alert box with a "Thank you" message is displayed after processing the submission.
    3. Stay on the page, display a jQuery dialog with a message: Ajax submission without reloading the page. A jQuery dialog box with a "Thank you" message is displayed after processing the submission.
    4. Replace form with a message: Ajax submission without reloading the page. The whole form is replaced with a "Thank you" message after processing the submission.
  • Message to display after submissionnew: Message to display in the case of ajax submissions (without reloading the page).
  • Thank you page (after sending the message): After the completing the submission the user may go back to a page into your website (usually a "thank you" page). Type the page address into this field. This field appears for the option "Redirect to a 'Thank you' page" on submit.
  • Email format? Select if the email will be sent as plain-text or HTML-formatted.
  • Message: Content of the notification email that you will receive. Keep the tag <%INFO%>, it will be replaced automatically with the form data send by the user.
Email Copy to User:

Email Copy to User

  • Send confirmation/thank you message to user?: Select if you want to sent the "confirmation/thank you" message to the user.
  • Email field on the form: Select here the field that contains the user's email on the form.
  • Email subject: Subject of the email sent to the user after the submission.
  • Email format? Select if the email will be sent as plain-text or HTML-formatted.
  • Message: Content of the email sent to the user after the submission. The tag <%INFO%> will be replaced by the information sent using the form, if needed.
Captcha Settings:

Captcha Settings

  • Use Captcha Verification?: Select if the captcha image will be used.
  • Width: Width of the captcha image.
  • Height: Height of the captcha image.
  • Chars: How many characters will appear in the captcha image.
  • Min font size: Minimum size used for the font (randomized).
  • Max font size: Maximum size used for the font (randomized).
  • Preview: Preview for checking how the captcha image will look.
  • Noise: Amount of noise to make it stronger.
  • Noise Length: Length of the noise to modify its look.
  • Background: Background color.
  • Border: Border color.
  • Font: Base font used to render the text. Four options already included.

Special tags in the notification emails

There are special tags that can be used in the notification emails to display the forms information:

<%INFO%>, the tag <%INFO%> is replaced by the labels and values of fields that are submitted from the form.

To insert only specific fields, use the format <%fieldname#%>, for example, if you want include the fieldname1 and fieldname3 in the notification email, use the tags <%fieldname1%>, and <%fieldname3%>, the tag will be replace by value of field.

To include an unique number that identifies the submitted data into the system, uses the tag <itemnumber>. This number allows to identify submission, and could be used as an order reference.

Add-Ons

The list of add-ons available in the plugin, appear in the "Add-ons area" of settings page of the plugin. For enabling the add-ons, simply should tick the corresponding checkboxes, and press the "Activate/Deactivate Addons" button.

Add-ons

WooCommerce add-on

The Platinum version of the plugin includes the WooCommerce add-on, to integrate the forms created by the "Contact Form to Email" with the WooCommerce products. The add-on inserts an additional metabox in the WooCommerce products, with two settings fields:

  • Enter the ID of the form: Allows select the form that will be associated to the product.
  • Minimum price allowed: The minimum price applied to a product.
  • Activate the summary: Allows customize the fields included in the cart page of WooCommerce.
  • Summary title: Enter the summary title.
  • Summary: Define the summary, are accepted all special tags supported by the notification emails and the thank you page.

WooCommerce Add-on

SalesForce add-on

The add-on allows create new leads in the SalesForce account with the data submitted by the forms.

To create new leads in SalesForce with the data submitted by a form, be sure that the SalesForce account has enabled the Web-to-lead option, and then go to the form's settings:

  • Enter the OID (Organization ID)
  • For debugging the lead creation, tick the "Enabling debug" option, and enter the email address where receive the information. For production, untick the debugging option.
  • Press the "Add attribute" button, select the Lead attribute, and enter a fixed text, or the name of the field in the form (fieldname#)

Note: The Add-on includes the list of predefined attributes of Leads, but it is possible to enter custom attributes too.

SalesForce Add-on

WebHook add-on

The add-on allows posting the submitted information by the forms to WebHooks URLs. With the WebHook add-on it is possible integrate the forms created by the plugin with services like Zapier. The Zapier connects services as important and popular as Zoho CRM, Dropbox, Mailchimp, Evernote, Google Drive, Facebook, Twitter, and more than 300 services(Zapier apps)

Use this add-on is as simple as entering the WebHooks URLs, through the WebHook section in the forms settings. To associate a form with multiple WebHooks, simply press the "Add new url" button, to add a new input field.

Note: About Zapier service, select Webhook as the Trigger app, and "Catch Hook" as the trigger for this app.

WebHook Add-on

reCAPTCHA add-on

The add-on allows to protect the forms using the Google reCAPTCHA instead of the captcha distributed with the plugin. reCAPTCHA is more visual and intuitive than the traditional captcha, with just a single click the users confirm they are not a robot.

reCAPTCHA (its official name is No CAPTCHA reCAPTCHA) as they define themselves:

reCAPTCHA is a free service that protects your website from spam and abuse. reCAPTCHA uses an advanced risk analysis engine and adaptive CAPTCHAs to keep automated software from engaging in abusive activities on your site. It does this while letting your valid users pass through with ease.

reCAPTCHA offers more than just spam protection. Every time our CAPTCHAs are solved, that human effort helps digitize text, annotate images, and build machine learning datasets. This in turn helps preserve books, improve maps, and solve hard AI problems.

To use reCAPTCHA in your forms, activate the add-on in the the settings page of the plugin, through the menu option: "Settings/Contact Form to Email", tick the checkbox: "reCAPTCHA", and press the "Update" button.

The activation of reCAPTCHA displays a new section for entering the site key, and the secret key, two keys provided by Google reCAPTCHA to protect the website, and validate the forms submissions respectively.

reCAPTCHA Add-on

Upload add-on

The "Upload Files" add-on allows to add the uploaded files through the forms to the Media Library, and access to them from the pages and posts of website.

Furthermore, it allows to include the support of new mime types, than files format supported by default by WordPress.

Upload Files Add-on

To add the uploaded files to the "Media Library" ticks the checkbox: "Add the uploaded files to the media library".

WordPress supports some specific mime types, for supporting new mime types, you simply should enter the files' extensions separated by comma.

Troubleshoot Area & General Settings

Throubleshoot Area

The "Troubleshoot Area & General Settings" section, allows correct some possible issues, or conflicts with third party plugins, and define the general settings.

  • Script load method: Changes the script load method if the form doesn't appear in the public website.
  • Character encoding: Updates the charset, if you are getting problems displaying special/non-latin characters. After updated you need to edit the special characters again.
Printing a Form

For printing only the form, but not the rest of page, please, follows the steps below:

  1. Inserts a "HTML Content" field in the form, and enter as its content the piece of code:
    <SCRIPT>
    function printForm(){
    	var w = window.open(null, 'Print_Page', 'scrollbars=yes');
    	jQuery('#fbuilder input').each(function () {
    		var e = jQuery(this);
    		e.text(e.val()).attr('value', e.val());
    		if (e.hasClass('large'))
    			e.css('width', '100%');
    		if (typeof e.prop('checked') != 'undefined')
    			e.attr('CHECKED', e.prop('checked'));
    	});
    	var html = jQuery('#fbuilder').html();
    	jQuery('#fbuilder TEXTAREA').each(function () {
    		var e = jQuery(this).parent().html();
    		html = html.replace(e, jQuery(this).val());
    	});
    	jQuery('#fbuilder SELECT').each(function () {
    		var e = jQuery(this).parent().html();
    		html = html.replace(e, jQuery(this).find('option:selected')[0].text);
    	});
    	w.document.write(html);
    	w.document.close();
    	w.print();
    }	
    </SCRIPT>
    
  2. Inserts a button field in the form and call the function defined previously from its onclick event:
    printForm();