Need to create lead generation forms to connect with your audience?
Funnelforms is a native WordPress plugin that offers a form-building experience that’s optimized for funnels and conversions. You can use it for lead generation, appointment booking, and more.
It lets you create engaging, multi-step forms, complete with conditional logic and other useful features.
In our hands-on Funnelforms review, you’ll get a deeper look at how this free form plugin can help you collect more leads, including a hands-on overview of what it’s like to create a form.
Let’s dig in…
Funnelforms Review: What Does the Plugin Do?
Rather than creating the “normal” web form that you might be accustomed to, Funnelforms offers a drag-and-drop builder that lets you set up simple or complex funnels.
Within these funnels, you can incorporate conditional logic to branch your forms in different directions and optimize the experience for each person. This helps you not just maximize your conversion rates, but also ensure that you’re qualifying each lead.
It also just generally offers a unique form building experience that is different from any other form plugin that I’ve used. If you plan to create a lot of lead generation forms as part of your marketing strategy, this approach could be better for you.
You’ll learn more about how this works in a second…
An Example of a Form from Funnelforms
On the frontend, Funnelforms offers a really clean experience for your potential leads, with a multi-step approach that makes it easy for visitors to answer questions.
Instead of showing all the form fields at once, Funnelforms shows them one by one, which creates a more engaging experience.
Here’s a quick example from the form that I created while using the plugin:
How to Create a Lead Generation Form With Funnelforms
Now that you know what Funnelforms offers, let’s go hands-on and I’ll show you what it’s like to use Funnelforms to create a multi-step lead generation form.
I’ll talk about pricing more in the next section, but the basic idea is that Funnelforms comes in both a free and a paid version.
For our Funnelforms review, I’m using the free version at WordPress.org. So – you can access everything that you see in the tutorial below without needing to open your wallet.
Of course, Pro users do get access to even more features – I’ll note some of those within the tutorial and also share more in the pricing section.
Let’s dig in…
Explore the Helpful Welcome Screen
When you first install and activate the plugin, Funnelforms automatically launches a welcome screen with an introduction video and some first steps, which is a nice bit of onboarding.
This screen instantly lets you know what you need to do to start getting value from the plugin, and I wish it was something that every plugin developer implemented.
If you’re interested in this guide, you can watch the quickstart video here on Vimeo.
Create Your Questions
Funnelforms is a bit unique in that you’ll create your questions separately from your form, rather than doing everything all at once.
The upside of this approach is that it then lets you easily assemble those questions in different ways (e.g. different form funnels) and keep track of everything in a standardized way. You can also easily update a single question in the future and those changes will apply to all the forms where you included that question.
Each question will also be its own step in the multi-step form.
With the free version, you can create four different question types:
- Single selection
- Multiple selection
- Single line text (text row)
- Multi-line text (text area)
The Pro version also adds another seven question types – more on that below.
The interface is really easy to use. All you do is select the question type on the left menu and then you can click on the visual preview to edit the question’s content.
For example, when you’re adding a text question, you can customize the title and description. Then, you can also add details and validation to the response field, such as placeholders, minimum/maximum characters, whether to allow text, numbers, dates, and so on.
There are also options to customize the layout on desktop and mobile devices, which helps you create optimized experiences for all types of visitors.
If you add single or multiple selection questions, you can easily add as many answers as needed (up to eight). You can also add a custom image or icon for each answer, which creates a really nice experience for your customers as they can just click on the whole image/icon, rather than needing to select a tiny checkbox like they would with a traditional form.
For images, you can upload/select any image from your WordPress Media Library. For icons, you get an icon picker from Font Awesome.
Create a Contact Form
Once you’ve added some questions, the next step is the contact form.
A contact form lets you collect basic contact information from your leads, including their name, email, phone number, and so on.
You’ll also include this along with your questions when assembling your full frontend web form.
By default, the contact form includes three fields:
However, you can customize those fields and also collect custom information if needed.
To add new fields and change the order of existing fields, you can use drag and drop.
You can also click the Settings button at the top to customize the notification email that Funnelforms will send when someone fills out the form.
One nice thing here is that it lets you choose how to send the email – I recommend using an SMTP Server instead of WP Mail for better reliability.
Another nice thing is that, in addition to inserting contact/question answers in the body of the email, you can also insert URLs and query strings.
For example, you could track which page the user filled out the form on. You could also insert information from UTM parameters, such as the ad campaign that the user clicked on.
This would let you see that the user submitted the form on a certain landing page and came from a specific Facebook ad campaign (or anything else).
Create Your Form
Once you have some questions and a contact form, you’re ready to assemble everything into a complete web form.
When you create a form, you’ll see all of the elements on the left side – including your questions, contact forms, and a new URL redirect option.
You can then drag these elements onto the form builder. Then, you can connect them into a cohesive flow by dragging lines between elements.
The form builder interface is completely free-form – you can drag elements anywhere and you can connect them in any way.
Above, you can see that each answer in my single select question also has its own connection point.
If you want to use conditional logic, you can drag connections from individual answers instead. This lets you branch your form off in infinite directions.
For example, in my form above:
- If the user says they’re interested in plugin development, it shows them the contact form right away.
- If the user says they’re interested in WordPress maintenance, it asks some additional questions about their website before displaying the form.
Once you’re happy with the structure of your form, you can click on the Design & Settings menu to open up some additional options that let you control the design of your form and customize some general behavior.
You can also quickly access a live preview of your form to see what it will look like on different devices.
Embed Your Form
Once you’ve set up your form, you can easily embed it anywhere on your site using the provided shortcode.
Once people start submitting your form, you’ll be able to access all of your leads by visiting Funnelforms → Leads in your WordPress dashboard. You’ll also receive email notifications according to your settings.
With the Pro version, you can also integrate your forms with thousands of CRMs, email marketing services, sales tools, and so on.
If you click the Details button, you can see all of the user’s answers and contact details, including the URL on which the form was submitted and any URL parameters such as UTM tags (if applicable):
Again – I used the free version for the tutorial above.
The free version includes the full-featured drag-and-drop form builder and conditional logic, which already lets you set up some effective forms.
However, the Pro version expands on those features in a few key areas:
- More question types – the Pro version adds seven new question types including date picker, slider, HTML content, file upload, drop-down, address, and appointment booking.
- Direct appointment booking + integrations – the Pro version lets you directly accept appointment bookings via your funnels. It also adds appointment booking integrations including sync with iCloud, Google Calendar, Outlook, and others.
- Integrations – beyond appointment booking integrations, the Pro version adds integrations with 5,000+ tools including CRMs, email marketing services, sales tools, and more.
- Statistics – the Pro version adds form statistics to your WordPress dashboard.
- Pre-built form templates – the Pro version adds 15+ industry-specific demo templates to help you get up and running faster.
- Automatic email response (autoresponder) – the Pro version lets you automatically send emails to form submitters.
- Import/export – you can import and export forms between sites.
Finally, the Pro version also lets you create unlimited forms with unlimited steps, whereas the free version limits you to five simultaneously usable forms and six consecutive steps per form.
You can create unlimited logic jumps, though, so you can have more than six elements in total. You just can’t have more than six simultaneous steps in any of the branches.
If you need the Pro version, there are three full-featured plans, as well as the option to create a custom plan if you have more specific needs.
Each plan includes every feature – the only difference is the number of sites upon which you can use Funnelforms.
Here are the plans:
- Personal – $33 per month or $297 per year (~$25 per month) for use on a single website.
- Business – $57 per month or $547 per year (~$45 per month) for use on up to three websites.
- Agency – $117 per month or $1,147 per year (~$95 per month) for use on up to ten websites.
You can also pay just $1 for the first 30 days to test it out, and there’s a 60-day money-back guarantee.
And to help you save some money, the developer created an exclusive Funnelforms coupon code just for WPMayor readers – it will get you 20% off any license.
The prices are a bit above average for the native WordPress plugin space, but competitive when compared to some of the SaaS tools that offer similar functionality. For a serious business, I think the money is a small matter if it can bring you an uplift in conversions.
Plus, a lot of people will be fine with the features in the free version, so you might not even need to pay.
Final Thoughts on Funnelforms
Overall, Funnelforms makes it very easy to get up and running with multi-step lead generation forms.
There are three things that I really liked about the plugin:
- The form builder – the free-form drag-and-drop interface and connections make it really easy to set up branching forms that are optimized for each path.
- Independent questions and contact forms – while at first, I was a bit surprised at how the plugin separates questions and contact forms away from the main forms, I actually like the approach for this use case because it means that you can update an element one time and have those updates automatically apply to all of your funnels. It’s really convenient if you want to create unique, optimized forms for different use cases.
- The frontend experience for users – I like how the forms display one question at a time. I also think the interface for select fields is a lot more user-friendly than the traditional checkbox approach that many other form plugins use.
While I think the free version is already pretty useful, the Pro version adds a lot of other features such as integrations, appointment bookings, more question types, and more.