Oksana Shapirenko, Author at FormBuilder

Posted on November 30, 2021December 2, 2021 by Oksana Shapirenko

Global Form Macros is a JetFormBuilder feature that allows you to use the value of some field in the layout of another block.

You can add the <!–JFB_FIELD::field_name–> macro inside the HTML tag or add it to one of these attributes:

href;
src;
alt;
title.

How to Add the Form Macros to the Buttons Block

For instance, if you want to add the form macros to the Buttons block, it’s better to do it via the “Edit as HTML” button.

Paste the <!–JFB_FIELD::field_name–> macro into HTML before closing </a> tag. Change the field_name to the actual name of the field from where you want to get the value.

For example, we have entered the name of the checkbox field “kind,” where the user can check the kind of trip.

Proceeding to the front end, we can see the button in the form with the “Read more about” text.

If you check an option from the checkbox, it will be shown in the button. If you choose several options, they will be separated by commas. You can add the page link to the button with the information about all trips so that the users can find out about the needed trip.

buttons block with the macros on the front end

How to Add the Form Macros to the Label of the JetForm Fields

If you need to place form macros into the label or description of some JetForm fields, we do not recommend you add it via inline editing because the symbols will be transformed, and you’ll get the invalid macro on the front end.

So, it’s better to enter the form macro in the Field Label. Feel free to enter as many form macros with the field names as you need. You can also mix form macros with the plain text like that: price per night: <!–JFB_FIELD::price–> $. It will look on the front end like that: price per night: 170 $.

With these settings, users can see the values at the end of the form they have chosen. Such settings can also be applied to the multi-step form so that users can see all their choices at the last step before submitting the form.

form macros in the field label on the front end

Such a way also works with the Action Button block since it cannot be edited as HTML. We have added the macro of the Text Field in the Field Label of the Action Button.

When users enter the text into the Text Field, the same text is shown in the Action Button on the front end.

That’s it. You know now how to add value from the JetForm field by using the global form macros.

Posted on October 8, 2021October 8, 2021 by Oksana Shapirenko

Integromat is a free platform that allows you to connect apps (e.g., Gmail) and automate workflows using a no-code visual builder. Let’s find out how to connect a WordPress form to Integromat.

Set Up Integromat and Add Webhook

Sign in or sign up to the Integromat platform. After getting to the My Lab page, go to the Scenarios tab in the left-side menu and click on the “Create a new scenario” button in the upper right corner.

Hit the big plus button and choose the Webhooks module from the list of tools. A Webhook in web development is a method of augmenting or altering the behavior of a web page or web application with custom callbacks. More about the Custom Webhook you can find out in this Integromat tutorial.

Then you’ll see the list of triggers and actions. You need to choose the Custom webhook option.

Click on the new Webhooks module. Hit the “Add” and “Save” buttons to enter the name for the Webhook.

After that, you will see the generated link, which you should copy to the clipboard. Then proceed to your WordPress website without closing the Integromat window.

Set Up the JetFormBuilder Form

Navigate to WP Dashboard > JetFormBuilder > Forms, find the form you want to connect with Integromat, and change a default “Send Email” Post Type Action to “Call a Webhook.” Click on the “Edit” button and paste the URL address to the field. Update the Post Submit Actions and WordPress form by clicking on the similarly named buttons.

Navigate to the front-end page with that form and submit it. After that, you should see the green note – “Successfully determinated” – in the Webhook. Hit the “OK” button.

Adding Another Module

With the Webhook in the Integromat, you could connect any app to the WordPress form. For example, let’s attach the Gmail app. Hit the “Add anoter module” button, add the Gmail module and then pick the Send an email action.

Click the “Add” button near the Connection bar and connect Integromat to your Gmail account. You also need to define the email address for the letters to be sent To, their Subject, Content, and Attachments. To fill the bars, you can use the data users will put into the form fields; just choose the ID of a particular field. Push the “OK” button.

If you need to connect two or more modules to the Webhook, use the Router. Click on the wrench icon between the Webhook and Gmail modules and unlink the connection. In the Tools panel, click on the “Flow Control” button. Drag and drop the Router module and connect it with other modules. Now you can add more apps to the Scenario.

To run the activated scenario, you could set up the schedule. Enable the Scheduling toggle at the bottom left corner and push the “Schedule setting” icon. You can read more about it in the Integromat article and choose the most appropriate option.

That’s it. With Integromat, you can add as many apps as you want to the WordPress form.

Posted on October 5, 2021October 8, 2021 by Oksana Shapirenko

MailChimp is a service that helps you manage email notifications and a list of user emails. With the MailChimp Post Submit Action, you can connect the JetFormBuilder form and the MailChimp service. The data that users insert into the form will be transferred to the application, and you will be able to use it there.

If you still don’t have a MailChimp account, please, feel free to check this tutorial. It provides detailed instructions on creating an account and finding out your MailChimp API key and Audience ID.

To create a MailChimp Subscribe Form in WordPress, head to JetFormBuilder > Add New. Give a name to the form and delete the default post_id field since we don’t need it.

Add new fields manually or use the Subscribe Form Pattern. It is the list of fields that you can create and later connect to the MailChimp:

Text Fields:
- for Email is required;
- for first\last name, address, phone can be added if you wish;
Date Field for date of birth.

Then open the JetForm tab and proceed to the Post Submit Actions section. Set the type to MailChimp and click on the “Edit Action” icon.

In the newly appeared window, you should input your MailChimp API Key.

You can paste it manually or enable the Use Global Settings toggle. If you pasted the MailChimp API Key in the JetFormBuilder Settings, it appears automatically. Then hit the “Validate API Key” button.

If the operation is successful, you will see the new “Audience” field. Select the Audience name that you have input on the MailChimp website. If you have added another Audience and don’t see it in the list, click on the “Update Audience List” button.

After you set the Audience, more fields will appear:

Groups. If you have created them in the Manage contacts tab on the MailChimp website, your groups should appear in this field;
Tags. You can input here tags, which you have created on the MailChimp website;
Double Opt-in. Enable this toggle in case you want the contacts to receive an opt-in confirmation email when they subscribe to your list;
Fields Map. There is a list of fields where users can enter their data, which can be attached to the MailChimp website. In that drop-down, you can choose appropriate fields from the form. The Email field is required.

After customizing all settings, “Update” the Edit Action and “Publish” or “Update” the form.

The next step is adding the form to a page. To obtain the information on how to do this, follow this link.

When users subscribe with your form, you can see all information about them on the All contacts tab.

That’s it. Now the users’ data will be transferred to the MailChimp website.

Posted on October 5, 2021November 2, 2021 by Oksana Shapirenko

The post expiration period addon allows you to display a new post for a limited time. You also could set expiration action so that a post would be deleted or changes the status to draft after the date elapses. This feature works if you have limited-time offers for the customers on your site or want clients to publish posts, which would be deleted, like, after a month. The expiration period can be added via the JetFormBuilder form and set in the Insert/Update Post notification settings.

Install the post expiration period

Download the addon from the DevTools page, where this and other features are free. After that, navigate to Plugins on the Dashboard, click on the “Add New” button, then “Upload plugin.” The last step is to activate the plugin.

Create a JetFormBuilder form

Since the expiration period can be set via the WordPress JetFormBuilder form, you should create one.

To find out how to create a form, follow this tutorial.

Get through another guide if you want to know more about form Notifications Settings, especially Insert/Update Post type.

When you set up a form for creating posts, open the JetForm tab and proceed to the Post Submit Actions section. Choose the type to Insert/Update Post and click on the “Edit Action” icon.

Toggle on the “Enable expiration period” control. In the Expiration period field, enter the required number of days and choose where you want to move posts in the Expiration action radio – to Trash or Draft. Then press the “Update” button.

After setting the form up, be sure to “Publish” the form.

Create a new post with the form

Add the form with the post expiration period to the page on the front-end. To find information on how to do that, follow this tutorial.

To see the addon in action, we have created a new post with the JetFormBuilder form and set it up to move to Trash with the expiration of one day.

As we can see, the post has been moved to trash within 24 hours after creation.

That’s all for the post expiration period. Now you know how to install the addon, set it up in the JetFormBuilder form, and move posts to Trash or Draft automatically after the date elapses.

Author: Oksana Shapirenko

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