• Raul Mercado

How To Use And Optimize Wix Forms

Updated: Sep 19, 2019

One of the most powerful business tools in the entire Wix Ascend arsenal is the Wix Forms app.


Using this app allows you to create custom forms for your business, easily manage your data, create custom payment screens, allow users to upload files, and can be used in combination with other Wix apps to create efficient systems for your site.


Now, the app used to be free, then it was made as a freemium app, then it was bundled into the Ascend package so the features have become increasingly more expensive to use. This continues to be a main point of contention when using the app.


But that is because the features have become more desirable to use compared to the days when the app was completely free.


You can now add Wix Automations or Wix Tasks to every form submission to create an automated system for your business so you can spend less time managing your forms.


You can create your own forms that link to payment screens for membership models. You can create customized product pages where people can customize their order then immediately pay.


Because there are so many features and benefits there are several places you will want to familiarize yourself with in order to use the Wix Forms app.


In this article you will become comfortable using each of these sections and also learn more about how to use this in combination with other Wix apps to create powerful systems for your business!



Table of Contents

  1. Accessing The Wix Form App

  2. Editing Wix Forms In Your Editor

  3. Managing Form Submissions In Your Dashboard

  4. Upgrading The Form App

  5. Creating Automatic Systems With The Form App

  6. Conclusion



Accessing The Wix Form App


1. Sign in to your Wix account and select the site you will be working with.

2. Click on the "Site Actions" button in the middle of your screen


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3. Choose the "Edit Site" option from the drop down


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4. Click on the app marketplace icon on the left hand side menu


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5. Type in Wix Forms into the search field and press enter.


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6. Click on the "Add to site" button on the right side of your marketplace.


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7. At this point you will be asked to use a template. Once you have chosen an option, click the "Choose" button on the bottom right. You will automatically see your template form on your page after hitting the "Choose" button.


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This is how you will add a form to your site. Most sites already come with one form which is their contact form.


Once you have the Forms app on your site you will want to be able to manage all the submissions to your form.


You will be able to find your form submission in the Dashboard of your Wix site. I'll show you how to access this area below.


1. From your Wix Editor, move your mouse cursor over the "Settings" tab at the top of the editor and choose the "My Dashboard" option from the drop down.


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2. Click on the "Customer Management" tab on the left-hand side menu.


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3. Click on the "Form Submissions" tab on the left-hand side menu. This will take you to the Form Submission area of your Dashboard.


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Now you know how to access the different areas of your Wix site in order to manage your forms and submissions but lets go over the details of each section so that you can properly edit what you need to in order to get the most out of your app.



Editing Wix Forms In Your Editor


After you have added a form in your editor, click on the form to bring up a list of options you have in order to edit and design the form the way you want.



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From the right, you have options to access help articles, upgrade Ascend package, add animations, change the design, change the layout, add fields, manage fields, and access the form settings.


Most of the options on the far right will be standard for most elements on your site but where the form app begins to separate itself is in the add element "+" section.



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Pulling up this setting option will allow you to add more fields to your form. The recommended fields that will come up by default are going to be automatically synced to your contact list.


What this means is that if you use these fields, you can add this info with every contact who fills out a form automatically.


You can even choose a specific section if you know what kind of info you are looking to get from your site visitor. Wix has even added a captcha option you can use for your forms.


You will also be able to manage all of your forms by clicking on the "Manage Fields" button.



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This will allow you to edit individual fields on your forms, delete your forms, duplicate your forms, and even make them a required field that your visitor will need to fill out if they want to submit.


All of your required fields will have a star icon next to them.


In order to make your forms part of a bigger system, click on the "form settings" and you will see a list of options you can choose from.



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In this area, you can head straight to the Form Submission area in your dashboard which we will cover below, set up an email notification when someone submits a form, choose contact labels for everyone who submits, change your success message, set up a payment, and even set up automatic emails and tasks when someone submits.


This is how the forms become a powerful tool for your business.


If you have a contact form set up on your site then you can create an Automation that automatically sends a thank you email. You can also set up an Automation for 2 days later asking them to subscribe to your email list. You can also set up an Automation for 4 days later that is a coupon for your service/product.


You can set all this up one time and then every single form submission will receive this email sequence. The time saved from doing this yourself is incredibly valuable!


I would also spend some time correctly labeling your form contacts. This means you can label everyone who submits this particular form as a certain category for your contacts list.


If you have a contact form on your site then your label might simply be "contacted me" but if you have a email subscription form then you may want to label these contacts "email sub".


You can then use these contact labels to correctly set up a Workflow system to create an excellent system to manage all your contacts for you automatically!


Now that you're familiar with editing your form in the editor let's cover the dashboard side of your app so you can manage all of the information and contacts that are coming in.



Managing Form Submissions In Your Dashboard


When you access the Form Submission area in your dashboard you will see a landing page with a system that has organized all of your forms for you.



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Each form will have the title, the date created, and a button to "View Table" which will take you to see all of your form submissions. We will cover this in a second.


You will also see a small statement below your forms that inform you in order to see changes made to your forms when you edit them from this area in your dashboard, you will need to publish your site from your editor.


This is the same idea as making changes from your editor. You will always need to publish in order to see any changes and since the Dashboard does not currently have a place to publish your site, you will need to access the editor in order to do this.


On the top right of the page you will see two buttons. One labeled "+ New Form" that when clicked will automatically bring up your editor and take you to the app marketplace where you can add another form to your site.



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Clicking on the "Upgrade" button will take you to the three pricing tiers of Wix Ascend and give you a list of benefits you will receive for upgrading.



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After getting a layout of the screen, click on the "View Table" button located in the middle of the form container that we talked about earlier.



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This is where all of your contact information for every single submission is located.


If this looks foreign to you then no need to worry because this area is basically a spre