As a web freelancer, finding the right clients can be a challenge. One way to streamline the process is by using a questionnaire to gather project details and determine if the client is a good fit. Fortunately, WordPress offers a solution with its popular form plugin, Gravity Forms. In this article, we’ll walk you through the process of creating a client questionnaire with Gravity Forms.
What You’ll Need
Before we get started, here’s what you’ll need:
– A website on WordPress
– The Gravity Forms plugin
– An outline of your questionnaire
Installing and Configuring the Plugin
First, purchase a basic license for Gravity Forms ($59) and install the plugin on your WordPress site. Follow the setup wizard to obtain your license key and configure the plugin.
Creating Your Form
Once you’re on the form creation page, give your form a name and start adding fields. Gravity Forms offers standard fields like text boxes and drop-downs, as well as advanced fields for email addresses and phone numbers. You can also create draft posts in WordPress from the data submitted through the form.
Based on your questionnaire outline, add the fields you need. Consider using text fields for open-ended questions and drop-downs for multiple-choice questions. Don’t forget to ask for contact information using name and email fields.
Before publishing your form, configure the settings. Enable the anti-spam honeypot to reduce spam entries, and set up notifications to be sent to an email address that you check regularly.
Publishing Your Form
To publish your form, simply add it to a post or page on your website using the Add Form button in the WordPress post editor. You can also use sections and pages to organize your form and conditional logic to show or hide fields based on previous responses.
Creating a client questionnaire with Gravity Forms is easy and can help you find the right clients for your business. With its powerful features and customization options, you can create a questionnaire that suits your needs and streamlines your client process. If you have any questions or suggestions, let us know in the comments.