(Video courtesy of Formidable Forms. HostHuski version coming soon.)
Introduction #
Formidable Forms is a powerful tool for creating and managing forms on your WordPress site. Effective entry management is crucial for organizing submissions, analyzing data, and making informed decisions. Create simple forms, collect payments, and more with the free version, and upgrade to a paid subscription for advanced features like conditional logic and priority support.
In this guide, we’ll explore how to manage form entries on the backend.
Viewing Form Entries #
To access and view form entries:
1. Log in to your WordPress dashboard and navigate to the Formidable Forms menu.
2. Select the specific form you want to manage.
3. Click the “Entries” tab. If your form has no entries, this tab won’t appear.
4. Customize the screen by clicking “Screen Options” in the top right corner. This allows you to:
– Filter columns to display desired information.
– Adjust the number of entries per page.
– Choose which fields to display.
Editing Entries #
To modify existing entries:
1. Hover over the entry you want to edit and click “Edit”.
2. Update responses as needed, ensuring data accuracy.
3. Click “Update” to save changes.
4. Verify the changes have been successfully applied.
Viewing Individual Entries #
To review specific entries:
1. Click “View Entry” or hover over the entry and click “View”.
2. See all responses from a specific entry, including submission dates and times.
3. Print individual entries if needed, using the print option.
Creating New Entries #
To manually add new entries:
1. Click “Add New” on the Entries page.
2. Fill in the form with new information, ensuring completeness and accuracy.
3. Click “Update” to save the new entry.
4. Verify the entry has been successfully added.
Sorting and Searching Entries #
To organize and locate specific entries:
1. Sort alphabetically or chronologically by clicking column headers.
2. Search entries using the search bar, filtering by:
– Keyword.
– Field values.
– Submission dates.
3. Filter results by specific fields, such as email addresses or phone numbers.
Deleting Entries #
To remove unwanted entries:
1. Select entries to delete using checkboxes.
2. Choose “Delete” under “Bulk Actions”.
3. Avoid clicking “Delete All Entries” to prevent deleting all form entries.
4. Confirm deletion to permanently remove selected entries.
Conclusion #
By following these steps, you’ll efficiently manage form entries, streamline your workflow, and unlock valuable insights from your submissions. Formidable Forms makes entry management straightforward, empowering you to focus on what matters most – growing your business.
