how-to-make-a-request-a-call-back-form-in-wordpress

How to Make a Request a Call Back Form in WordPress

Want to build a request a call back form on your WordPress website?

Request a call back forms make it super easy for potential customers to let you know they’d like you to give them a phone call.

So in this tutorial, we’ve put together easy step-by-step instructions to show you exactly how to make a request a call back form in WordPress so you can start using one right away.

Make Your Request a Call Back Form Now

Why Use a Request a Call Back Form?

Asking yourself why do we need a call back function? There are a ton of fantastic reasons for small business websites.

A request a call back form is awesome to have on your site for many reasons, including:

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  • It’s a great way to grow your email list if you also ask for an email address.
  • To make sure you don’t lose business that may come in after hours, for instance if you’re a medical office that’s only open weekdays.
  • It makes your business appear professional and easy to get a hold of, plus following up makes your biz look reliable.
  • You can connect it to your CRM software and help your sales team stay organized with appointments.
  • If you’ve brought people from google to your blog site and want to easily convert them into customers with a phone call.
  • Most internet traffic, depending on your website’s niche, comes from mobile devices. Someone looking for a call might be ready and willing to talk, with their phone already in their hand.
  • If a customer or lead is on your website, and wants to chat, but they’re busy at the moment.
  • To make good use of your business VOIP phone service.
  • Incoming requests help your lead generation efforts (plus, your sales team will be thrilled as lead notifications automatically start rolling into their inbox.)
  • Letting customers hear from you quickly helps improve the customer service experience and impress potential leads, letting them know they can count on you to hear from you.

So now that you’ve got an idea of just some of the reasons why you may want to use a request a call back form in WordPress, let’s jump into the steps on how it’s done.

How to Make a Request a Call Back Form in WordPress

You can use the WPForms WordPress plugin to make your form. It makes it super easy to create nearly any type of form you’ll need from scratch or with templates.

So let’s go ahead and take a look at the what you’ll need to do to make a request a call back form:

  1. Install and Activate the WPForms Plugin
  2. Design Your Request a Call Back Form
  3. Configure Your Form Settings
  4. Set Up Request a Call Back Form Notifications
  5. Publish Your Form

Ready? Let’s begin by installing the plugin.

Step 1: Install and Activate the WPForms Plugin

To start, install and activate the WPForms plugin on your WordPress website. If needed, check out this beginner’s guide to installing a plugin in WordPress.

Next, let’s open a form and design your request a call back form template.

Step 2: Design Your Request a Call Back Form

Creating forms is so easy with WPForms. And most of the work of designing the form is already done for you!

You’ll be using the simple contact form and customizing it to turn it into a request a call back form.

From your WordPress dashboard, go to the left-hand panel and click on WPForms » Add New.

Add new college application form

The form builder will open up in a fullscreen window. Go ahead and name your form in the Form Name area and select the Simple Contact Form template.

request a call back form template in wordpress

Your simple contact form will load and provide you with the following fields already set up:

  • Name
  • Email
  • Comment or Message

Now, head to Fancy Fields on the left hand panel and drag the Date/Time field over to your form on the right.

You can click on the field and drag and drop it anywhere to rearrange the order on your form. Here, you can also add any other fields you may want on your form.

request a call back form template with date and time

When your form looks the way you want it to, click Save.

Step 3: Configure Your Form Settings

Let’s go ahead and configure your request a call back form’s settings next.

To start, go to Settings » General.

settings in wordpress for a request a call back form
Here you can configure:

  • Form Name: Rename your form here if you want to.
  • Form Description: Give your form a description.
  • Submit Button Text: Customize the copy on the submit button. In our example, we’ll change our request a call back button text to “Request Your Call Back!”.
  • Spam Prevention — Stop contact form spam with the anti-spam feature, hCaptcha or or Google reCAPTCHA.
  • AJAX Forms — Enable AJAX settings with no page reload.
  • GDPR Enhancements — You can disable the storing of entry information and user details, such as IP addresses and user agents, in an effort to comply with GDPR requirements. In addition, check out our step-by-step instructions on how to add a GDPR agreement field to your form.

When you’re done, click Save.

Step 4: Set Up Form Notifications

Now let’s set up the notification emails that will be sent when someone fills out your request a call back form. This is really helpful because you get to choose who they go to!

Plus, you can set this up to receive an email or send an email to a support team if you want people to be able to request a call back immediately.

To start, click Settings on the left hand side of the form builder.

open college application form settings

Then click Notifications to open up the email settings.

request a call back form notifications

By default, WPForms sends notifications to the admin email in WordPress.

If you’d like to type in a different email address for your notification, it’s really simple to change it. Just delete the {admin_email} tag and type in the email address you want to use instead. request a call back form email change notification

Next, let’s add another notification. We’re going to send the lead an email once they request a call back so they know their request was received.

So to do that, click the blue Add New Notification button.

Add new notification to college application form

Let’s give the new notification its own name so we can easily find it later.

request a call back email notification

So now you’ll see 2 notifications on the right-hand panel if you scroll down. Let’s edit the one you just created.

In the Send To Email Address field, we’re going to use the Email smart tag. That way, WPForms will automatically send this notification to the lead’s email address.

request a call back form email change notification on new message

You can also customize the text in the subject and email body if you want to.

OK, awesome. Everything’s set up. Let’s click Save. You’re now ready to publish your call back form to your website.

Step 5: Publish Your Form

Now that your request a call back form is built, let’s publish it to the web so leads can access it.

Start by clicking the Embed button at the top of the form builder.

embed wordpress request call back form

And then when the Embed in a Page notification pops up, go ahead and click Create New Page.

Create an online pledge page

Next, WPForms will ask you to name your page. Type the title for the page into the box and click Let’s Go!

request a call back form page

WPForms will open up a brand new page for your form.

Next, go ahead and click Publish or Update at the top to publish the form on your site.

publish request a call back form to web (1)

Fantastic work. So now you can share the link to the page with your form and start getting more leads!

If you’re curious, here’s what our finished online request a call back form looks like.

finished request a call back form

Want a cool tip to make your form look extra awesome? You can turn it into a form landing page in just one click with the Form Pages addon.

To do this, head back to the form builder and click Settings » Form Pages and then check the box next to Enable Form Page Mode.

enable form page mode

From here you can customize the page’s color, message, and more. Click Save when you like the way it looks.

request a call back form landing pageNow if you preview your form or head to the page it’s published on, you’ll see a really effective, distraction-free landing page of your request a call back form!

finished called back form with form pages addon

Great job! You’re all set. Don’t forget, you can do all kinds of things to your form to really put web forms to work for you and your site, including adding conditional logic.

Make Your Request a Call Back Form Now

Final Thoughts on Request a Call Back Forms

So there it is. You now know how to make your very own request a call back form in WordPress.

Want to boost the success of your website even more? Check out our guide on how to get your online business to the next level.

So what are you waiting for? Get started with the world’s best form builder today. WPForms Pro comes with tons of free form templates that you can load right now and start customizing.

And don’t forget to please follow us on Twitter and Facebook for more updates from our blog.

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