Creating your first form

This guide takes you from an empty site to a working form. It takes a few minutes.

Create the form

In the WordPress admin, go to RB Forms → Add New.
Enter a title, for example Contact form. Visitors do not see it; it identifies the form in your lists, and in notifications.
Click Publish.

Forms have to be published to accept submissions. A draft, or a form behind a password, refuses them. If you can edit the form, you can still try it out while it is a draft.

A new form starts with three fields: Name, Email and Message.

Start from a preset

Open the Presets tab of the form builder for a ready-made form:

Contact form
Order form
Support / ticket
Feedback
Event RSVP — a two-page form
Newsletter signup

Click Use this preset. This replaces the current fields and pages. Everything stays editable in the Builder tab.

Add and arrange fields

The Builder tab has the field types in a strip at the top, the form on a canvas and the settings of the selected field on the right.

Drag a field type onto the canvas, or click it to add it
Drag fields on the canvas to reorder them
Click a field to edit it
Click the red cross to remove it

See Form fields overview for every field type and Configuring form fields for their settings.

Check it and save

The Preview tab shows exactly what visitors will see, in the display mode you chose.

Click Save in the top right corner of the builder. It saves the fields and all the builder’s settings.

Publish it

Find the form in RB Forms → All Forms and copy its shortcode from the Shortcode column:

[rbform id="123"]

Paste it into a page or a post. That is all a basic form needs. For a popup or a chat bubble see Form display modes.

Test it

Send the form once from the page, the way a visitor would:

the thank-you message appears
the submission appears in the Records panel of the form
the notification arrives

By default the notification goes to the site’s admin email. To change that, open the Delivery tab: see Delivery channels.

Documentation