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.
  • 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 then you can 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, then you can still get in touch.
  • 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 hearing 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 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!

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, then select a template. There are 2 options that you can use — the Call Back Form and the Request a Call Back Form.

Call back form templates

These are the fields each of them include:

Call Back Form Request a Call Back Form
Name (First and Last) Name (First and Last)
Email Email
Phone Phone
Paragraph Text (Comment or Message) Multiple Choice (When would you like us to call back?)

As you can see, these templates are very similar. But the Call Back Form lets users explain what they want to talk to you about, and the Request a Call Back Form tells you the best time to get in touch with them.

Luckily, you can edit any WPForms template in the form builder. So we’re going to use the Request a Call Back Form template and make some changes to it.

After the template loads in the builder, we’ll drag a Paragraph Text field from the left-hand panel into the right-hand panel. Then we’ll click on it to open its options and change the label to “Comment or Message.”

Adding a Comment or Message field to a Request a Call Back form

Now users can tell us what they want to talk to us about.

We’re also going to replace the Multiple Choice field with a Date / Time field so users can give us an even more specific call back time. To delete a field, just click on the trash icon next to it.

Deleting the Multiple Choice field from the Request a Call Back Form template

Then you can drag your new field into the preview area wherever you want it.

Adding a Date / Time field to a Request a Call Back form

The WPForms Date / Time field is awesome because it lets you restrict the appointments that are available. To learn more, check out this guide to creating a WordPress form with a datepicker.

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.

The General settings in the form builder

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.
  • Submit Button Processing Text: This is the text users will see while their form is submitting.
  • Spam Prevention: Stop contact form spam with the anti-spam feature, hCaptcha, or Google reCAPTCHA.

There are also advanced options such as:

  • Form CSS Class: Add your own custom CSS classes to your form.
  • Submit Button CSS Class: Add custom CSS classes to your form’s submit button.
  • Enable dynamic fields population: Turning on this setting will let you auto-fill fields with user information. See our tutorial on dynamic fields population for more details.
  • Enable AJAX form submission: Let users submit your form without reloading the page. This setting is turned on by default.
  • Disable storing entry information in WordPress: Keep WPForms from saving entry data on your site. This can be helpful for meeting GDPR requirements.

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. Then click Notifications to open up the email settings.

Accessing the notifications settings in the form builder

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} Smart Tag and type in the email address you want to use instead.

Replacing the {admin_email} Smart Tag in a 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.

Adding a new email notification

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

Naming a new email notification

So now you’ll see 2 notifications in 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.

Adding the user's email to a notification using a Smart Tag

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 on 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 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!

Adding a title for a new form page

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

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

Publishing your Request a Call Back form

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.

And example of a 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.

Enabling Form Page Mode

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

Saving Form Pages settings

Now 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!

A Request a Call Back form landing page

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

Next, Level Up Your Online Business

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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