Form Settings

How to add New Form in Contact Bank Plugin?

In order to add New Form in your Contact Bank, you need go to your Contact Bank
Dashboard Page located on the left side of WordPress Dashboard Menus.

add_form_1

Then click on Add New Form button located at the top row.

add_form_2

Once you click on the button, this page will open.

Add_form_3

How to add Single Line Text control in a Form?

In order to add Single Line Text control in a Form, click on the Single Line Text button.

Single_line_control1

After clicking on the Single Line Text button a control will appear in the Form Layout Preview.

Single_line_control2

Once you see the control there, click on the Settings button and Inline Form appears.

Single_line_control3

To save your Inline Form you can follow these steps :

1) Label : Enter Label name for your control.
2) Description : Enter Description for your control, which would appear below the input field.
3) Required : If you want this field to be mandatory, choose Required else Not Required.
4) Tooltip Text : Enter Tooltip Text for your control, which would appear when you hover on
input field.
5) Place Holder : Enter the text you want to show in your input field by Default.
6) Do not show in the email : If you do not want to show this control appear in your Email
then tick this checkbox.
7) Add a filter : You can add a filter to an input field according to your requirement.
i) Alpha : If you tick this checkbox then, Only Alphabets would be entered in the Input Field
on front end.
ii) Alpha Numeric : If you tick this checkbox then , Both Alphabets and Numaric would be
entered in the Input Field on front end.
iii) Digits : If you tick this checkbox then, Only Digits would be entered in the Input Field on
front end.
iv) Strip Tags : If you tick this checkbox then, Only HTML Tags would not be entered in the
Input Field on front end.
v) Trim : If you tick this checkbox then, Only One Space would be entered in the Input Field
on front end.
Once you fill the Inline Form, click on Save Settings button. A Preview of control will
appear in the Form Layout Preview.

single_line_control4

How to add Paragraph Text control in a Form?

In order to add Paragraph Text control in a Form, click on the Paragraph Text button.

paragraph_control1

After click on the Paragraph Text button a control will appear in the Form Layout Preview.

paragraph_control2

Once you see the control there, click on the Settings button and Inline Form appears.

paragragh_control3

To save your Inline Form you can follow these steps :
1) Label : Enter Label name for your control.
2) Description : Enter Description for your control, which would appear below the input field.
3) Required : If you want this field to be mandatory, choose Required else Not Required.
4) Tooltip Text : Enter Tooltip Text for your control, which would appear when you hover on
input field.
5) Place Holder : Enter the text you want to show in your input field by Default.
6) Do not show in the email : If you do not want to show this control appear in your Email
then tick this checkbox.
7) Add a filter : You can add a filter to an input field according to your requirement.
i) Alpha : If you tick this checkbox then, Only Alphabets would be entered in the Input Field
on front end.
ii) Alpha Numeric : If you tick this checkbox then, Both Alphabets and Numaric would be
entered in the Input Field
on front end.
iii) Digits : If you tick this checkbox then, Only Digits would be entered in the Input Field on
front end.
iv) Strip Tags : If you tick this checkbox then, Only HTML Tags would not be entered in the
Input Field on front end.
v) Trim : If you tick this checkbox then, Only One Space would be entered in the Input Field
on front end.
Once you fill the Inline Form, click on Save Settings button. A Preview of control should
appear in the Form Layout Preview.

paragragh_control4

How to add Email Address control in a Form?

In order to add Email Address control in a Form, click on the Email Address button.

email1

After click on the Email Address button a control will appear in the Form Layout Preview.

email2

Once you see the control there, click on the Settings button and Inline Form appears.

Email3

To save your Inline Form you can follow these steps :

1) Label : Enter Label name for your control.
2) Description : Enter Description for your control, which would appear below the input field.
3) Required : This field to be mandatory, you can’t choose Not Required.
4) Tooltip Text : Enter Tooltip Text for your control, which would appear when you hover on
input field.
5) Place Holder : Enter the text you want to show in your input field by Default.
6) Do not show in the email : If you do not want to show this control appear in your Email
then tick this checkbox.
Once you fill the Inline Form, click on Save Settings button. A Preview of control will
appear in the Form Layout Preview.

Email4

How to add Select Box control in a Form?

In order to add Select Box control in a Form, click on the Select Box button.

select_box_1

After click on the Select Box button a control will appear in the Form Layout Preview.

select_box_2

Once you see the control there, click on the Settings button and Inline Form appears.

select_box_3

To save your Inline Form you can follow these steps :
1) Label : Enter Label name for your control.
2) Required : If you want this field to be mandatory, choose Required else Not Required.
3) Tooltip Text : Enter Tooltip Text for your control, which would appear when you hover
on input field.
4) Options :
i) Add : Enter the text and click on Add button to show your options in Dropdown List.
ii) Delete : Select the option and click on Delete button to remove options from Dropdown
List.
5) Do not show in the email : If you do not want to show this control appear in your Email
then tick this checkbox.
Once you fill the Inline Form, click on Save Settings button. A Preview of control will
appear in the Form Layout Preview.

select_box_4

How to add Checkbox control in a Form?

In order to add CheckBox control in a Form, click on the Checkboxes button.

checkbox_1
After click on the Checkboxes button a control will appear in the Form Layout Preview.

checkbox_2
Once you see the control there, click on the Settings button and Inline Form appears.

checkbox3

To save your Inline Form you can follow these steps :
1) Label : Enter Label name for your control.
2) Required : If you want this field to be mandatory, choose Required else Not Required.
3) Tooltip Text : Enter Tooltip Text for your control, which would appear when you hover
on input field.
4) Options :
i) Add : Enter the text and click on Add button to show Checkbox.
ii) Delete : Select the option and click on Delete button to remove Checkbox.
5) Do not show in the email : If you do not want to show this control appear in your Email
then tick this checkbox.
Once you fill the Inline Form, click on Save Settings button. A Preview of control will
appear in the Form Layout Preview.

checkbox_4

How to add Radio Buttons control in a Form?

In order to add Radio Buttons control in a Form, click on the Radio Buttons.

radio1

After click on the Radio Buttons a control will appear in the Form Layout Preview.

radio_2

Once you see the control there, click on the Settings button and Inline Form appears.

radio_3

To save your Inline Form you can follow these steps :

1) Label : Enter Label name for your control.
2) Required : If you want this field to be mandatory, choose Required else Not
Required.
3) Tooltip Text : Enter Tooltip Text for your control, which would appear when you
hover on input field.
4) Options :
i) Add : Enter the text and click on Add button to show Radio Buttons.
ii) Delete : Select the option and click on Delete button to remove Radio Buttons.
5) Do not show in the email : If you do not want to show this control appear in your
Email then tick this checkbox.
Once you fill the Inline Form, click on Save Settings button. A Preview of control
will appear in the Form Layout Preview.

radio_4

How to add Name control in a Form?

In order to add Name control in a Form, click on the Name button.

name1

After click on the Name button a control will appear in the Form Layout Preview.

name2

Once you see the control there, click on the Settings button and Inline Form appears.

name3

To save your Inline Form you can follow these steps :

1) Label : Enter Label name for your control.
2) Description : Enter Description for your control, which would appear below
the input field.
3) Required : If you want this field to be mandatory, choose Required else
Not Required.
4) Tooltip Text : Enter Tooltip Text for your control, which would appear when
you hover on input field.
5) Place Holder : Enter the text you want to show in your input field by Default.
6) Do not show in the email : If you do not want to show this control appear in
your Email then tick this checkbox.
Once you fill the Inline Form, click on Save Settings button. A Preview of control
will appear in the Form Layout Preview.

name4

How to add Website/URL control in a Form?

In order to add Website/URL control in a Form, click on the Website/URL button.

url1

After click on the Website/URL button a control will appear in the Form Layout Preview.

url2

Once you see the control there, click on the Settings button and Inline Form appears.

url3

To save your Inline Form you can follow these steps :

1) Label : Enter Label name for your control.
2) Description : Enter Description for your control, which would appear below the input field.
3) Required : If you want this field to be mandatory, choose Required else Not Required.
4) Tooltip Text : Enter Tooltip Text for your control, which would appear when you hover on
input field.
5) Place Holder : Enter the text you want to show in your input field by Default.
6) Do not show in the email : If you do not want to show this control appear in your Email
then tick this checkbox.
Once you fill the Inline Form, click on Save Settings button. A Preview of control will
appear in the Form Layout Preview.

url4

How to add Phone control in a Form?

In order to add Phone control in a Form, click on the Phone button.

phone1

After click on the Phone button a control will appear in the Form Layout Preview.

phone2

Once you see the control there, click on the Settings button and Inline Form appears.

phone3

To save your Inline Form you can follow these steps :

1) Label : Enter Label name for your control.
2) Description : Enter Description for your control, which would appear below the
input field.
3) Required : If you want this field to be mandatory , choose Required else Not
Required.
4) Tooltip Text : Enter Tooltip Text for your control, which would appear when you
hover on input field.
5) Place Holder : Enter the text you want to show in your input field by Default.
6) Do not show in the email : If you do not want to show this control appear in your
Email then tick this checkbox.
Once you fill the Inline Form, click on Save Settings button. A Preview of control
will appear in the Form Layout Preview.

phone4

How to add Address control in a Form?

In order to add Address control in a Form, click on the Address button.

Address_1

After click on the Address button a control will appear in the Form Layout Preview.

address_2

Once you see the control there, click on the Settings button and Inline Form
appears.

address3

To save your Inline Form you can follow these steps :

1) Label : Enter Label name for your control.
2) Description : Enter Description for your control, which would appear below
the input field.
3) Required : If you want this field to be mandatory, choose Required else
Not Required.
4) Tooltip Text : Enter Tooltip Text for your control, which would appear when
you hover on input field.
5) Place Holder : Enter the text you want to show in your input field by Default.
6) Do not show in the email : If you do not want to show this control appear in
your Email then tick this checkbox.
Once you fill the Inline Form, click on Save Settings button. A Preview of control
will appear in the Form Layout Preview.

address4

How to add Number control in a Form?

In order to add Number control in a Form, click on the Number button.

number1

After click on the Number button a control will appear in the Form Layout Preview.

number2

Once you see the control there, click on the Settings button and Inline Form appears.

Number3

To save your Inline Form you can follow these steps :

1) Label : Enter Label name for your control.
2) Description : Enter Description for your control, which would appear below the input
field.
3) Required : If you want this field to be mandatory, choose Required else Not
Required.
4) Tooltip Text : Enter Tooltip Text for your control, which would appear when you hover
on input field.
5) Place Holder : Enter the text you want to show in your input field by Default.
6) Do not show in the email : If you do not want to show this control appear in your Email
then tick this checkbox.
Once you fill the Inline Form, click on Save Settings button. A Preview of control will
appear in the Form Layout Preview.

number4

How to add File Upload control in a Form?

In order to add File Upload control in a Form, click on the File Upload button.

file_upload1

After click on the File Upload button a control will appear in the Form Layout Preview.

file_upload2

Once you see the control there, click on the Settings button and Inline Form appears.

file_upload3

To save your Inline Form you can follow these steps :

1) Label : Enter Label name for your control.
2) Description : Enter Description for your control, which would appear below the input
field.
3) Tooltip Text : Enter Tooltip Text for your control, which would appear when you hover
on input field.
4) Do not show in the email : If you do not want to show this control appear in your Email
then tick this checkbox.
5) Allow Multiple Uploads : If you tick this checkbox you can Upload Multiple Files at
one time.
6) Allowed File Extensions : Enter the File Extensions which you want to Upload.
These File Extensions must be separated with comma.
7) Allowed File Size :  Enter the File Size in Mb upto what size of File you want to Allow for Upload.

Once you fill the Inline Form, click on Save Settings button. A Preview of
control should appear in the Form Layout Preview.

How to add Date control in a Form?

In order to add Date control in a Form, click on the Date button.

date_1

After click on the Date button a control will appear in the Form Layout Preview.

date_2

Once you see the control there, click on the Settings button and Inline Form appears.

date_3

To save your Inline Form you can follow these steps :

1) Label : Enter Label name for your control.
2) Description : Enter Description for your control, which would appear below the input field.
3) Required : If you want this field to be mandatory, choose Required else Not Required.
4) Tooltip Text : Enter Tooltip Text for your control, which would appear when you hover on
input field.
5) Do not show in the email : If you do not want to show this control appear in your Email
then tick this checkbox.
6) Start Year & End Year : Set the Starting and Ending Year which you want to show in the
Year Dropdown.
7) Default Value : Set the Default value for Date which you want to show in your Date Control
on Front End.
8) Date Format : Select the Date Format you want to show in Email.
Once you fill the Inline Form, click on Save Settings button. A Preview of control will appear
in the Form Layout Preview.

date_4

How to add Time control in a Form?

In order to add Time control in a Form, click on the Time button.

time1

After click on the Time button a control will appear in the Form Layout Preview.

time2

Once you see the control there, click on the Settings button and Inline Form appears.

time3

To save your Inline Form you can follow these steps :

1) Label : Enter Label name for your control.
2) Description : Enter Description for your control, which would appear below the input field.
3) Required : If you want this field to be mandatory, choose Required else Not Required.
4) Tooltip Text : Enter Tooltip Text for your control, which would appear when you hover on
input field.
5) Do not show in the email : If you do not want to show this control appear in your Email
then tick this checkbox.
6) Hour Format : Select the Hour Format for your Time Control.
7) Minute Format : Select the Minute Format for your Time Control.
8) Default Value : Set the Default value for Time which you want to show in your Time
Control on Front End.
Once you fill the Inline Form, click on Save Settings button. A Preview of control will
appear in the Form Layout Preview.

time4

How to add Password control in a Form?

In order to add Password control in a Form, click on the Password button.

password1

After click on the Password button a control will appear in the Form Layout Preview.

password2

Once you see the control there, click on the Settings button and Inline Form appear.

password3

To save your Inline Form you can follow these steps :
1) Label : Enter Label name for your control.
2) Description : Enter Description for your control, which would appear below the input field.
3) Required : If you want this field to be mandatory, choose Required else Not Required.
4) Tooltip Text : Enter Tooltip Text for your control, which would appear when you hover on
input field.
5) Place Holder : Enter the text you want to show in your input field by Default.
6) Do not show in the email : If you do not want to show this control appear in your Email
then tick this checkbox.
7) Add a filter : You can add a filter to an input field according to your requirement.
i) Alpha : If you tick this checkbox then, Only Alphabets would be entered in the Input Field
on front end.
ii) Alpha Numeric : If you tick this checkbox then, Both Alphabets and Numeric would be
entered in the Input Field on front end.
iii) Digits : If you tick this checkbox then, Only Digits would be entered in the Input Field on
front end.
iv) Strip Tags : If you tick this checkbox then, Only HTML Tags would be not entered in the
Input Field on front end.
v) Trim : If you tick this checkbox then, Only One Space would be entered in the Input Field
on front end.
Once you fill the Inline Form, click on Save Settings button. A Preview of control will
appear in the Form Layout Preview.

password4

How to Delete all Forms from contact Bank Plugin?

In order to Delete all Forms from your Contact Bank Plugin, you need to go to your
Contact Bank Dashboard Page.

Then click on Delete All Forms button located at the top of the page next to Add New Form.

Delete1

Once you click on the button, a confirmation message will appear stating
“Are you sure you want to delete all Forms?

delete2

How to Restore Factory Settings for Contact Bank Plugin?

Restore Factory Settings means to restore the Default Settings of the Contact Bank Plugin.
In order to Restore Factory Settings you need to go to you Contact Bank Dashboard Page.

restore1

Then click on Restore Factory Settings button located at the top row then this page will open.

restore2

How to Edit Form?

In order to Edit a Form, you need to go to your Contact Bank Dashboard Page.

edit_1
Then click on Edit Form button located at the right side of each Form which
you wish to edit.

Once you click on the button, this page will open.

edit2

How to do Form Entries?

Form Entries is the collection of data which you fill at the front end.

In order to do Form Entries, you need to go to your Contact Bank Dashboard Page.

Then click on Form Entries button located at the right side of each Form.

Form_Entries_1

Once you click on the button, this page will open.

 

form-entries

How to Preview a Form?

In order to Preview your Form, you need to go to your Contact Bank Dashboard Page.
Then click on Preview Form button at the right side of each Form.

preview1

Once you click on the button, this page will open.

preview2

How to Delete a Form?

You can Delete a Form if you want to. In order to perform this action, you need to go to
your Contact Bank Dashboard Page.
Then click on Delete Form button at the right side of each Form.

Delete_form_1

Once you click on the button, a confirmation message will appear stating “Are you
sure you want to delete this Form?
Click on “OK” to proceed and your Form will be deleted.

Delete_form2