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 Personal Finance Consultation Form Template

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This template includes features available in WPForms Pro. Compare Plans

Introducing the Personal Finance Consultation Form Template by WPForms—a comprehensive tool designed to facilitate meaningful discussions and provide tailored financial guidance to individuals seeking to enhance their financial well-being.

How Does the Personal Finance Consultation Form Template Work?

Powered by the Lead Forms addon, this intuitive form advances through each section of the form one screen at a time. This way, your form users don’t get overwhelmed with information. Here’s a breakdown of the lead-generating functionality of the form:

Basic Information: Our form begins by collecting essential personal details, including the user’s name, email address, date of birth, gender, marital status, and employment status. This information provides valuable context for understanding the user’s financial situation and goals, ensuring that recommendations are tailored to their unique circumstances.
Financial Snapshot: Next, users provide an overview of their current financial status, including monthly income, expenses, assets (such as savings, investments, and property), and liabilities (such as debts and loans). This snapshot enables your financial experts to assess the user’s financial health and identify areas for improvement.
Detailed Assessment: With the basics covered, our form delves deeper into the user’s financial situation and aspirations. Users outline their short-term, mid-term, and long-term financial goals, providing insight into their priorities and aspirations. Additionally, users specify their risk tolerance, so you can tailor investment recommendations accordingly. Finally, users highlight any current financial challenges or concerns they may be facing, ensuring that your consultation addresses their immediate needs and issues.

Armed with a comprehensive understanding of the user’s financial situation and goals, you can then provide personalized recommendations and strategies for achieving financial success.

So, why wait? Sign up with WPForms to access the Personal Finance Consultation Form Template today!

Our form templates let you create any kind of WordPress form in a few clicks.

You can select any template to view the demo and try it out. If it works for you, you can import it and publish it in minutes. Each WPForms template is fully customizable too. Our drag and drop form builder makes it easy to adapt any template to fits your business’ needs. When you use our form templates, you can easily:

Personal Finance Consultation Form Template

Let's Start with Some Basic Information

Now We'll Talk About Finances

Let's Go Into Detail

How Does the Personal Finance Consultation Form Template Work?

Our form templates let you create any kind of WordPress form in a few clicks.

Import Any Template With 1 Click

Add or Remove Fields

Customize Notification Settings

Change the Confirmation Message

Change the Field Labels

Change the Notification Email

Customize the Submit Button

Publish Your Form With Ease

Get Instant Form Insights

Let's Start with Some Basic Information

Now We'll Talk About Finances

Let's Go Into Detail

How Does the Personal Finance Consultation Form Template Work?

Looking for something else?

Our form templates let you create any kind of WordPress form in a few clicks.

Import Any Template With 1 Click

Add or Remove Fields

Customize Notification Settings

Change the Confirmation Message

Change the Field Labels

Change the Notification Email

Customize the Submit Button

Publish Your Form With Ease

Get Instant Form Insights