Are you using WordPress forms on your website? Do you now want visitors to upload files to the forms?
Websites have different types of forms for their visitors. Some of the forms require file attachments. If you have such a form on your website, you need to allow visitors to add files, images, and documents. Uploading files to your forms makes it easier for you to obtain additional information on the prospect.
In this guide, we will share with you the process to easily make a file upload form in WordPress.
Importance of File Upload In WordPress Forms
A file upload field is a simple and quick way to obtain information from your website visitors. And, if the form is easy to fill out, it reduces your form abandonment rate, allowing you to earn more revenue.
The most common forms in which users need to send/attach a file include:
- Job application forms – Users need to upload resume documents.
- User-generated content forms – If your website accepts content from users, you need to allow them to share blog posts or images.
- Customer support forms – Customers can give additional information by uploading documents.
- Contest Collaterals – Submission of images or audio and video clips for a contest or if you are using a giveaway plugin.
- Client services forms – Clients can attach their portfolio, company introduction, or spreadsheets.
Many such forms require the submission of additional information by way of files and images. For instance, many forms require scanned documents for verification. The list is just endless.
Fortunately, the WPForms plugin allows users to easily upload various file extensions to contact forms. The supported file types include:
- Documents (.pdf, .ppt, .doc, .xls)
- Images (.jpg, .png, .gif)
- Video (.mov, .wmv, .mpg)
- Audio (.mp3, .mp4, .wav)
These are not the only supported file types.
Steps To Make a File Upload Form
Make the File Upload Form
Firstly, you need to install the WPForms WordPress plugin. Remember to activate the same. With WPForms, you can add the option for file uploads at various places on your website. It is not limited to the form pages.
Free Resource: Top 15+ Best Free WordPress Plugins Your Website Needs
On the WordPress dashboard, go to WPForms – Add New. You can give the form a name as per your requirement.
As you scroll down, you will see a section for Additional Templates. Enter ‘File Upload Form’ in the field provided. You will see a File Upload Form template. Click on the same.
To use the Form Templates, you need to activate the Form Templates Pack Addon.
Now, you will see a pre-existing File Upload Form along with the feature to drag and drop.
From the left-hand panel, drag the options to the right-hand panel to add additional fields to your contact form.
The File Upload Form template already provides fields such as Name, Phone, Email, File Upload as well as Additional Comments.
You can add the File Upload field to a new or existing WordPress form. For this, click on the File Upload form field provided within Fancy Fields and drag it to the Form Editor.
The File Upload field allows you to make certain changes. These features will help users know what they need to upload, is it required to submit the form, the allowed file extensions, and max file size permitted.
You can provide information for:
- Allowed File Extensions
- Maximum File Size
Where Are The Uploaded Files Saved?
When users upload files, they go to the WPForms folder by default. You can review them from the Uploads directory. If you want to change the destination, you can enable the checkbox for the Store file in WordPress Media Library under Advanced Options. This will save your files in the WordPress Library.
File Upload Form Customization
Under Settings – General, you will see several options that you can change to customize the form as per your requirements.
These options include:
- Form Name
- Form Description
- Submit Button Text
- Spam Prevention
- GDPR Enhancements – To meet the GDPR requirements, this feature is important. As you disable, the form will not store entry information and user details like user agents and IP addresses.
Click on Save after you have filled the required fields.
Setup Form Notifications
The notification feature lets you know when someone submits a file upload form on your website. Remember to turn on notifications, so that you receive email notifications. Provide your email address in the ‘Send to Email Address’ field.
You can also use smart tags to inform users that you have received their submission.
Setup File Upload Form Confirmations
There are three ways to give site visitors a confirmation for their form submission.
- Display Page
If you want to set up Form Confirmations, go to Settings – Confirmation in Form Editor.
Choose the type of confirmation and customize it as per choice. Click on Save to complete.
Get Your File Upload Form To Your WordPress Website
You must add the form to your WordPress website. You can add WPForms to different places on your website. This can be blog posts, pages, or sidebar widgets.
Add a new post or page on your website. Select the first block and click on the Add WPForms button. If you want to add to an existing page, click on Update Settings.
The WPForms widget will appear. From the dropdown menu, select the form you want to add. You will see a list with form names. After selecting the form you wish to add, click on the Update or Publish button placed on the top right.
Access the Uploaded Files
The submission received on WPForms is stored as an entry. To access, visit WPForms – Entries.
On the top left-hand side, you will see a dropdown menu to Select Form. Choose the form for which you want to view uploaded files. Click on View.
A list of files will appear. Click on View if you wish to see it in your browser or right-click to download.
And that’s it. You have successfully created a File Upload Form in WordPress. You are all set to receive files from your visitors.