How do I use WPForms form templates?

Our form templates are super easy to use. If you have a WordPress website, you’re ready to start! When you find the template you want, click Use Template. We’ll help you to install the WPForms plugin so you can open the template. WPForms is the best form builder plugin for WordPress, and it makes it easy to create forms to grow your business. Any template in our gallery can be imported into your WordPress site and published immediately so that you can start to get submissions right away. If you need to customize a template, you’ll find it easy to adapt the fields, text, labels, and layout using our drag-and-drop form builder. As your website grows, you’ll find hundreds of templates for any purpose you can think of: Forms for your business, including different types of contact forms and file upload forms Booking and user registration forms Forms for nonprofits, including donation forms and volunteer application forms Marketing forms for lead generation forms and ecommerce order forms Forms for education, including school intake forms and parental consent forms Entertainment forms for fun activities Event planning forms Feedback forms, surveys, polls, and questionnaires Forms for health and wellness activities Newsletter subscription forms for Mailchimp, Constant Contact, and more!

How do I import a form template in the WPForms plugin?

The WPForms plugin makes it easy to open any template you need right from your WordPress dashboard. Inside the plugin, you get instant access to all of the templates in this gallery, from simple contact forms and registration forms to surveys and polls. Start by exploring the Templates gallery in the plugin. Search for a template and select the one you’d like to use. WPForms will open the template in the form builder for you. From there, you can customize the template and publish it on your WordPress site in just a few clicks. Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes hundreds of free templates and offers a 14-day money-back guarantee.

Can I create a simple contact form using a template?

Yes! We have a template for a simple contact form. It’s perfect for any WordPress site and it can easily be customized. WPForms makes it easy to publish your first form in less than 5 minutes!

How do I customize my WordPress form template?

WPForms makes it easy to customize any form template so it works exactly how you want it to. You can easily: Add or remove form fields Adjust the items in checkboxes and dropdown lists Adjust the layout and colors Change the text on any field label Add columns Use smart conditional logic to dynamically show or hide fields Customize the email notifications you get when you receive a form entry. All of these changes can be made with no coding at all! As you customize your online form, you’ll discover a ton of extra functionality in WPForms, including a simple revision history. Each time you save your form, WPForms keeps track of your changes so you can revert to a previous version whenever you need to. You can easily publish our forms using your favorite page builder tool. WPForms works great with SeedProd and Elementor. If you need more help, the WPForms blog has hundreds of tutorials to help you customize your form templates and get them working exactly as you want them to.

Are these WordPress form templates free?

Our form template gallery includes templates for the free version of WPForms, WPForms Lite. We also have hundreds of templates that work great with WPForms Pro. In addition, our advanced form templates let you integrate your forms with other platforms and services so you can: Make credit card payment forms Create multi-step or multi-page forms with a progress bar Get donations easily via PayPal Increase subscribers on your email marketing list Lock your forms with a password Take signatures on forms Create professional surveys Some of our advanced form templates require a WPForms Pro license, including our Stripe and PayPal payment forms. If you pick a template that needs a license or addon you don’t already have, we’ll guide you through the setup steps so that you can get started with your template right away.

How can I style my WordPress forms?

WPForms makes syling and customizing WordPress forms super easy. You can customize the color, theme, form fields, labels, buttons, container, and background styles right in the block editor. And you can make all these changes without writing a single line of code. To style your form, open the form in the block editor and click on the WPForms block to access the styling settings. Here, you will find settings to customize nearly every part of the form. If you don’t want to change every design setting individually, you can apply a professionally pre-designed theme with just a click. You can also choose a pre-designed theme and customize it further to match your website’s styling. With WPForms, the design possibilities are endless!

Customizable Customer Onboarding Health Check Template

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This template includes features available in WPForms Pro. Compare Plans

Are you a customer success leader, SaaS consultant, onboarding specialist, or CX professional helping businesses improve customer retention and reduce churn? The Customer Onboarding Health Check Template from WPForms helps analyze the effectiveness and maturity of customer onboarding processes.

Exploring the Customer Onboarding Health Check Template

This weighted quiz includes 8 multiple-choice questions covering essential onboarding components including goal clarity and success criteria, process standardization, kickoff and alignment practices, and more. This makes it ideal for customer success teams, SaaS consultancies, and customer onboarding platform providers. Here’s what you’ll find inside the template:

Name and Email Collection Fields

The template begins with standard Name and Email fields to collect participant information which helps you segment your audience by onboarding maturity level for targeted service offerings and content marketing and maintain assessment records for tracking client improvement over time or documenting consulting impact.

8 Multiple-Choice Questions on Important Onboarding Factors

The core of this template consists of 8 multiple-choice questions covering essential customer onboarding elements that directly impact success. Each answer choice is assigned a specific weight value that reflects its contribution to overall onboarding effectiveness.

Best-practice approaches receive the highest weights (25 points), while absent or ad-hoc processes receive the lowest weights (0 points), with intermediate options weighted accordingly (15, 5 points). With 8 questions, the maximum possible score is 200 points, which WPForms converts to a percentage for easy interpretation.

4 Conditional Outcomes Based on Score Thresholds

The template includes conditional outcomes that display different content based on the participant’s total weighted score. Using WPForms’ conditional logic with “greater than” and “less than” operators, the template offers four distinct health level messages:

Outcome 4 (Excellent): Greater than 75%
Outcome 3 (Strong): Greater than 50% – Less than 75%
Outcome 2 (Developing): Greater than 25% – Less than 50%
Outcome 1 (Poor): Less than 25%

Each outcome message can be fully customized with rich text, downloadable onboarding playbooks, links to consulting services, process templates, or calls-to-action for your customer success services. You can also use WPForms smart tags to personalize outcomes with the participant’s name and specific score data.

Track Score Distribution with Quiz Responses

WPForms’ quiz analytics provide valuable insights into onboarding maturity across your organization or client base. View graphs showing the distribution of scores across ranges (90-100, 80-89, 70-79, 60-69, 50-59, 0-49), revealing common onboarding maturity patterns among your audience.

Use this data to create targeted content, develop new service packages, and refine your messaging to address the most common onboarding gaps affecting customer retention.

Flexible Customization Options

While the Customer Onboarding Health Check Template comes ready to use, you have complete flexibility to customize it for your specific methodology and audience:

Edit Questions: Modify questions to focus on specific onboarding contexts relevant to your market (enterprise SaaS, SMB products, etc.)
Adjust Weight Values: Change weight assignments based on your experience with what matters most for onboarding success in different product categories.
Add or Remove Questions: Include additional assessment areas like product adoption metrics, customer health scoring, or expansion readiness.
Customize Score Thresholds: Adjust the percentage ranges for each outcome level to match your assessment framework.
Rewrite Outcomes: Tailor outcome messages to reflect your consulting methodology, proprietary onboarding framework, or service offerings.
Include Implementation Guides: Provide specific onboarding playbooks, templates, or best practice resources based on maturity level.
Brand the Experience: Apply your logo, professional colors, and styling to create a cohesive brand experience.

Getting Started is Easy!

The Customer Onboarding Health Check Template is included with WPForms Pro or higher license levels. Once you have access to the Quiz Addon, simply:

Select the Customer Onboarding Health Check Template from your WPForms template library.
Customize questions, weight values, outcomes, and score thresholds to fit your methodology.
Embed the quiz on any page or post using the WPForms block or shortcode.
Start collecting responses and helping businesses improve their customer onboarding effectiveness.

Ready to Build Your Onboarding Health Check Quiz?

Help businesses reduce churn, accelerate time-to-value, and build customer onboarding processes that drive long-term success. Get WPForms Pro to access the Customer Onboarding Health Check Template and create weighted assessment quizzes that demonstrate your expertise and deliver actionable insights.

Customer Onboarding Health Check Template