We already covered building a simple form and we’ve looked at setting up Gravity Forms. In this post, the third in our series, we will dig into how to set Gravity Forms controls to improve the user experience, which will ultimately improve form conversion.
It’s important when you are designing and eventually building a form that you consider how the form will be used, how it will be useful for website visitors and for your business. Both constituents are important, there should be a balance between the two interests. If it comes down to it, err on the side of your visitors’ interests. They are, ultimately, the most important.
But what does this mean?
Keep the form as simple as possible. Don’t make them have to think about what you mean or what you are asking. Don’t make it frightening.
“Look at all the information they want. I don’t have time for this.”
This post isn’t going to dive into form UX, which is an interesting topic, but not what we want to discuss today. For a perspective on form UX, have a look at The UX behind designing better forms. It hits the highlight and everything that they recommend is achievable with Gravity Forms.
Broadly, the same controls are available for each form filed type. They let you control how each field type will appear in the form, how the field is displayed to users. As a result, the controls are quite important. When they are used properly they go a long way toward making forms less intimidating and as a result, it’s more likely that the form will be completed.
Awesome! Let’s take a closer look at how to set Gravity Forms controls for improved UX.
General Form Controls
Once you have added a field to a form you have three control areas: General, Appearance and Advanced. This structure is used consistently, you will see the same three option in every field type.
The General area has a three-part structure: Controls, Options, and Rules. This is also used consistently. The details will be specific to the field type but the approach is the same.
The Field Label and Description will appear in the form as written. The options area is where the details are managed. At the bottom, you will see the Rules associated with the field type. There is always the option to make the field required. Occasionally, depending on the field type, there will be other rules here.
The Appearance tab lets you manage how the field type appears within the form.
Each field type will give you options that are appropriate to the type.
Generally, the functions are self-explanatory. For example, in this case, a Name field type, you can prompt users with default content.
You will also have the option to override some global setting here. For example, the default Field Label Visibility is set in global form settings. The same is true for Description Placement and Sub-Label Placement. Within the form’s Appearance controls you can override the default settings.
The Advanced Controls are, well, advanced. For the most part, you won’t need to touch them. There are two controls under Visibility that you will use more frequently. The first controller determines whether or not the field will appear on the form. There are times when you want data, the page URL for example so that you understand the entry’s context, but you don’t want this information displayed in the form on the page. To accomplish this, you would change the controller from Visible to Hidden.
Conditionals are very handy. You use them to also control whether or not the field appears in the form on the page based on a condition. For example, if they say they want to do something, then you ask them for more information about that thing. If they don’t want to do it, then you don’t need to clutter up the form with another question. Use this functionality to make your form appear simplers, less frightening.
Conclusion – How to set Gravity Forms Controls
We’ve provided a high-level view of Gravity forms controls. Each field type will have its own differences but generally, you now know how to set Gravity Forms Controls. As we gig into the other field types we will take a closer look at the differences.