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Form Field Settings

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Form Field Settings

The form field settings allow you to control which contact information fields appear in the consultation popup and how they behave. You can enable/disable fields, make them required or optional, and control their display order.

Important: At least one field must be enabled for the consultation form to function. If no fields are enabled, the consultation button will not appear on your website.

Available Form Fields

Full Name
Field Type: Text input
Purpose: Collect the visitor’s full name for personalized follow-up
Validation: No specific validation (accepts any text)
Options:
Active: Enable/disable this field
Required: Make this field mandatory
Order: Set display position (1 = first, higher numbers = later)
Website Address
Field Type: Text input with URL validation
Purpose: Collect the visitor’s website for business context
Validation: Validates URL format and automatically adds http:// if missing
Validation Rules:
• Accepts formats like: example.com, www.example.com, https://example.com
• Automatically prepends http:// if no protocol is provided
• Validates domain format and extension
• Shows error message for invalid URLs
Email Address
Field Type: Text input with email validation
Purpose: Collect email for follow-up communication
Validation: Standard email format validation
Validation Rules:
• Must contain @ symbol
• Must have valid domain format
• Shows error message for invalid email format
• Uses standard email regex validation
Phone Number
Field Type: Text input with phone validation
Purpose: Collect phone number for direct consultation calls
Validation: International phone number format validation
Validation Rules:
• Accepts international formats with + prefix
• Allows dashes, spaces, parentheses, and dots as separators
• Supports country codes (1-4 digits)
• Main number can be 1-15 digits
• Example valid formats: +1-555-123-4567, (555) 123-4567, +44 20 7123 4567
Consultation Topic
Field Type: Text input
Purpose: Brief subject line for the consultation request
Validation: No specific validation (accepts any text)
Usage Examples:
• “SEO Consultation”
• “Website Development Quote”
• “Marketing Strategy Discussion”
• “Technical Support”
Description
Field Type: Textarea (multi-line input)
Purpose: Detailed description of consultation needs
Validation: No specific validation (accepts any text)
Features:
• Multi-line text input
• Auto-expanding textarea
• Allows detailed consultation descriptions
• Helpful for preparation before calls

Field Configuration Options

Active/Inactive Status
Control which fields appear in the consultation form. Inactive fields are completely hidden from visitors.
Recommendations:
• Always enable Name and at least one contact method (Email or Phone)
• Enable Description for detailed consultation requests
• Consider your consultation workflow when choosing fields
Required/Optional Status
Determine which fields visitors must fill out before submitting the form. Required fields show error messages if left empty.
Best Practices:
• Make Name and one contact method (Email or Phone) required
• Keep optional fields for additional information
• Don’t make too many fields required (reduces conversion)
Display Order
Set the order in which fields appear in the form. Lower numbers appear first (1 = first position).
Recommended Order:
1. Full Name (builds personal connection)
2. Email Address (primary contact)
3. Phone Number (secondary contact)
4. Consultation Topic (context)
5. Website Address (background info)
6. Description (detailed needs)

Form Behavior

Validation and Error Handling

  • Real-time Validation: Fields are validated when the form is submitted
  • Error Messages: Clear, specific error messages appear below invalid fields
  • Multi-language: Error messages can be translated through WordPress language settings
  • Field Highlighting: Invalid fields are visually highlighted for easy identification
Spam Protection: The form includes hidden honeypot fields to prevent automated spam submissions. This protection works automatically without affecting user experience.

Configuration Tips

  • Start Simple: Begin with Name, Email, and Description fields only
  • Test Thoroughly: Submit test requests to ensure validation works correctly
  • Consider Mobile: Keep forms concise for mobile users
  • Balance Information: Collect enough info for effective follow-up without overwhelming visitors
  • Review Regularly: Analyze which fields provide the most value and adjust accordingly