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WooCommerce

Front end editing

    1. Login to the admin area of your website first.
    2. In a new tab or window go to the front end of your website. Go to the page that you will be editing.
    3. Put your mouse over Themify Builder => Turn on builder
    4. Once you have that turned on you should see all the modules at the bottom. Drag and drop the module that you need. So in this case drop the image module in the “drop module here” area. If the image is not already on the server then click on upload. If it is already on the server select browse library. Once done click on the save button.
    5. Once you are done with the page click on the save button at the bottom right.

    TIPS:

    Adjusting the padding will add a space between images (Open the module up and then click on Styling scroll down to Padding. Here you can adjust the settings to your liking) 

    1. Login to the admin area of your website first.
    2. In a new tab or window go to the front end of your website. Go to the page that you will be editing.
    3. Put your mouse over Themify Builder => Turn on builder
    4. Once you have that turned on you should see all the modules at the bottom. Drag and drop the module that you need. So in this case drop the text module in the “drop module here” area.
    5. Add your text and make any format changes. 
    6. Once done click on the save button.
    7. Once you are done with the page click on the save button at the bottom right.

    TIPS:

    If you are adding your email address and would like to make it a link the link code is: mailto:[email protected]

    If you are adding your phone number and would like to make it a link add the following code: tel://555-555-5555 

    1. After you have signed into the admin area go to the front end of your site and go to that page.
    2. From the tool bar at the top click on the Themify Builder drop down and turn on the builder
    3. Once the builder is turned on double click on the slider module.
    4. Now you will see the properties and you can edit any picture or scroll down to the bottom and click “Add new row” if you would like to add a new one.
  • You will need to know the source of the video before doing this. If the video is on another website like YouTube you will need to go there to get the URL. If you want to upload the video to your site you can simply drag and drop the video into your Media Library. Once you have the video in your Media Library click on it and to the right copy the URL. 

    1. Once you are logged into your admin area go to the page where you would like the video.
    2. Make sure you are in the editing mode and drag and drop the video module on to the page where you would like the video.
    3. Select the Video Style that you would like.
    4. Add the Video URL to the Video URL box.
    5. Adjust and other settings that you would like in the Video Module. 
    6. Click save in the module box and then save on the page.

Editing from the admin area

  • Once you are logged into your admin area do the following.

    1. Go to => Appearance => Menu 
    2. If you have more then one menu make sure to select the menu that you will be adding the Pages, Post, Categories, or Product Categories to.
    3. Expand the drop down arrow next to Pages, Post, Categories, or Product Categories
    4. Put a check next to the Pages, Post, Categories, or Product Categories that you would like to add and click on the add to menu button.
    5. Once this is done you can drag and drop the Pages, Post, Categories, or Product Categories where you would like it. 
    6. Once done click the Save Menu button.
    7. Now go to the front end of that page and make sure that it looks right. If you do not see the changes refresh your screen

    If you do not see Pages, Post, Categories, or Product Categories under edit menu then go to the Screen Options at the top right and put a check mark next to Pages, Post, Categories, or Product Categories

     

    1. Login to your admin area and then go to Users => Add user
    2. Fill out the fields and then select a role.
    3. Next click Add New User button. 
    The new user will get an email with their settings info.

    Summary of Roles

    • Administrator (slug: ‘administrator’) – somebody who has access to all the administration features within a single site.
    • Editor (slug: ‘editor’) – somebody who can publish and manage posts including the posts of other users.
    • Author (slug: ‘author’) – somebody who can publish and manage their own posts.
    • Contributor (slug: ‘contributor’) – somebody who can write and manage their own posts but cannot publish them.
    • Subscriber (slug: ‘subscriber’) – somebody who can only manage their profile.

Form Maker

    1. On the top menu select Form Maker > Manager
    2. In the upper left corner click on the “Add New” button.
    3. Title. Specify a title for the form.
    4. Adding new fields. To add a new field, you should press Add a field button in upper right corner.
    5. Rearranging/Editing fields. To rearrange or edit fields you can use two options. Firstly, you can leave the Drag and Drop checkbox enabled and use the feature to move the fields up/down or left/right upon clicking and double click for editing. Secondly, you can disable the Drag and Drop and use the arrows to edit, or move the fields up/down or left/right. Note that if you want to create multi-column forms you need to make sure the content area where you insert the form allows this feature.
      For multicolumn complex forms: If you want to have different number of columns for different parts of the form, you need to add section breaks for each set, e.g. you want to have 2-3-2 set, you should add a section break after first two and after following 3 form fields.
  • General Options
    Published. Choose whether to publish the form or leave it as a draft.
    Save data (to database). Choose whether to have the submitted forms in the submissions section or have them only sent to the Admin’s email (this should be done in

    Email Options section).
    Theme. A distinct theme can be applied to each new form. The themes can be accessed by selecting Form Maker > Themes on the top menu. A large number of themes is available for selection. You can preview the theme as well as make changes in the CSS of the theme to make desired changes with the button right next to it.
    Required fields mark. The required fields mark can be customized and changes from the default asterisk symbol.
    Save Uploads. Choose whether to have the attachments saved in your database or not.
    Front end submissions access level. Check the user levels who will be able to view the front end submissions page, when it’s published.
    Fields to hide in frontend submissions. You can select specific fields not to be displayed within the front end submissions page. This includes both the actual fields and their statistical data.

    Email Options
    3.2.1 Send Email. Choose whether to send emails to administrator(s)/submitter or not.

    Email to Administrator

    • Email to send submissions to. Here you provide e-mails to which submitted form information is sent. If you need more than one e-mail address, you must separate them by commas.
    • Email From. Here you specify the email address from which the administrator(s) receives the submission email (sender’s email). If you have an email address field in your form, you can use this user-submitted email address.
    • From Name. Here you specify the sender’s name which is shown in submission email. You can also select a field to be displayed as a sender’s name using + button, e.g. the submitter’s name field.
    • Reply to:(if different from “Email From”). Specify an alternative email address to which the administrator will be able to reply upon receiving the submitted form.
    • CC. Provide additional email/emails to send the submissions to. The receiver will be able to view all the emails receiving the submissions.
    • BCC. Provide additional email/emails to send the submissions to. The receiver will not be able to view the emails receiving the submissions.
    • Subject. You can provide a text to be used as a subject for the email. In addition using + button you can select any of the form fields to be set as a separate subject for the email or use it with additional text, e.g. Submission of + %Name%.
    • Mode. Specify the mode of the email to the administrator- HTML or text.
    • Attach File. If you have upload field you can choose whether to include it in an email or not.
    • Email Empty Values. Choose whether to include the fields, which are left empty, within the email to administrator or not.
    • Custom Text in Email For Administrator. Here you can add custom texts, images, and custom HTML to the e-mail message that is sent to the administrator, as well as choose which fields of the submitted form are included in the e-mail (set to ‘all’ by default).

    Email to User

    • Send to. Here you select the Email field in the Form to send out the email to.
      Email From. Here you specify the email address from which the users receive the submission email.
    • From Name. Here you specify the sender’s name which is shown in submission email which the users receive. You can also select a field to be displayed as a sender’s name using + button, e.g. the submitter’s name field.
    • Reply to:(if different from “Email From”). Here you can specify the email address the user can reply to.
    • CC. Provide additional email/emails to send the submissions to. The receiver will be able to view all the emails receiving the submissions.
    • BCC. Provide additional email/emails to send the submissions to. The receiver will not be able to view the emails receiving the submissions.
    • Subject. You can provide a text to be used as a subject for the email. In addition using + button you can select any of the form fields to be set as a separate subject for the email or use it with additional text, e.g. Submission of + %Name%.
    • Mode. Specify the mode of the email to the submitter- HTML or text.
    • Attach File. If you have upload field you can choose whether to include it in an email or not.
    • Email Verification. Choose whether to have email verification for the submitted forms or not.
    • Verification link expires in. Set a timing (in hours) during which the user can verify the form submission.
    • Custom Text in Email.Here you can add custom texts, images, and custom HTML to the e-mail message that is sent to the administrator, as well as choose which fields of the submitted form are included in the e-mail (set to ‘all’ by default).

    Actions after Submission
    Here you can select the action that takes place after form submission. Following options are available:
    Stay on form: The user stays on the form page.
    Article: The user is redirected to the selected article.
    Custom text: Custom text is displayed on the screen. It can handle any type of custom HTML text. Similar to the Custom Text in Email (both for user and administrator) this option can include the entry values, e.g. Thank you %Name% for your request, we will contact you.
    URL: The user is redirected to the provided URL.

    Payment Options
    Payment Method. Choose the payment method which will be used with the form. By default that will be PayPal. If you want to get access to other payment options refer to Form Maker add-ons.
    PayPal Currency. Choose your PayPal currency.
    Tax. Add the tax amount if any.
    Checkout Mode. Choose the checkout mode:

    • Production (https://developer.paypal.com/webapps/developer/docs/classic/lifecycle/goingLive/)
    • Test Mode (https://developer.paypal.com/webapps/developer/docs/integration/direct/test-the-api/)

    PayPal Email. Enter your PayPal email.

     

  • Input fields
    Form Maker has a large number of input fields. The fields can be used for different purposes, depending on their functionality.

    In general all form fields use field label and field input areas. Both of these dimensions can be edited, as well as the label positioning. The labels can be aligned either left or top:

    In case of the text area, the field has separate height and width dimensions. But the stated height is not fixed, as Textarea gets expanded upon filling out the text.

    It is possible to provide samples/instructions for the users for filling out the field properly. The text should be included in the line called “Value if Empty”. In this case the sample will be displayed within the input field in italic form and upon click the field will be emptied:

    All input fields can use Allow only Unique values option, which will not allow to enter the same value again after it was already submitted. This is useful especially with e.g. coupon-related or any other code related functionality, where each entry should be unique.

    Simple Text type uses regular validation option. This means that the user can determine the format and type of text can be used while filling out the field. For those familiar with the Regular Validation options can fill in their option, whereas for the common users there is an option of choosing the corresponding expression type from the list. The option can be set to be case sensitive or not. Whenever the form user fills in an expression which does not correspond to the predetermined type a custom message will be displayed. The user can determine the message.

    Password type can be used for adding passwords. Here the letters are being automatically shifted to * symbols.

    Name field can be used for including 2 or 4 input type fields. The first is useful for displaying e.g. First and Last Names, whereas the second is designed for larger input fields, e.g. title, first, middle and last names. You can add the last two activating them from Enable fields option.

    You can click and edit the mini-labels below the boxes for both versions.

    Phone and number fields allow entering only numbers. The fields both supports Value if Empty and phone field also has  editable mini-labels.

    Address field is being used whenever the address should be included. The field is rather large and includes two street lines, country, as well as region details. The field is customizable, you can remove the unnecessary/unused fields whenever applicable.

    Similar to Name and Phone fields, the mini-labels can be customized upon clicking on them.

    There is an opportunity of listing the U.S. states.  The list will only appear if the user selects United States as a country. To enable the list, you should  check “Use list of US states”.

    You can use Address on Map to make it possible for the user to drag and drop the marker to the desired location.

    The Email field gets verified, thus the field entry should follow [email protected] standard. The field has  Value if Empty feature where you can provide instructions or examples for filling out the field.

    The next field within the list is Send Copy to Submitter. The field is closely associated with the Email field. Whenever providing the email, the field will allow the submitter choose whether to receive the user email or not. In advance to including the field, you should setup the email options (Email to User) in the Form Options>Email Options.

    And the last field within the input fields is the  Hidden field. The field is similar to the typical input field, but it is not visible to the users and can be filled using Javascript function. The field can be used e.g. for finding out the URL from which the form has been submitted.
    Time and Date fields

    Date field can be added in various forms. In simple form, the date field displays as a calendar icon. Pressing the icon will display a calendar to pick a date from.

    The second option is a three-field date. Here you allow the user to select the day, month and year. Default field labels can be edited clicking on the field label and typing in a custom label. Each of the 3 fields can be set as text input or select list.

    Time field is a set of three input fields, where the user can fill in the time. The field labels are customizable and can be modified upon clicking on each label.

    Select box
    Select field is designed for creating drop-down list of options. The list can be defined by Options section. You can easily add and remove list items. The field supports “Empty field” feature. This allows having an option only for the display and not submitting purposes, e.g. “Select a value” can be referred as an Empty Value, so that the user will not select it but instead use the drop-down field for the  selection of another option.

    The list of the options can be reordered using drag and drop feature.  You can use Enable Option’s value feature. This will allow separation of  Name and Value fields. Within the Name row you can add the options visible to the user. In the Value row you can add the list of corresponding values, which will be submitted to the database upon selecting specific “Name” value.  The options can also be connected to the database pressing Select options from Database. More info can be foundhere:

    The select box also includes a country drop-down list. Here you will see the standard list of countries in alphabetic order:

    Multiple Choice
    This field can be used for selecting single or multiple values using checkboxes. The list can be defined by Options attribute. The position of the checkboxes can be defined using Field option label position (left or right). If you want to have a pre-defined selection on front end please tick the checkbox within the back end preview window.

    The field allows usage of Other as a checkbox. Upon checking the Other a separate input field will be displayed, where the user can fill in the alternative option:

    The options can be arranged and reordered using drag and drop feature. The options can also be connected to the database pressing Select options from Database. More info can be found here:

    Single Choice
    Single Choice is almost identical to the Multiple Choice with its properties and features. If you want to have a pre-defined selection on front end please select the option within the back end preview window. The only difference here is that the user can select only one single option:

    Survey Tools
    Survey Tools is a set of evaluation and grading features, which are designed for providing feedback for the specific item, person, service and etc.
    Let’s check them out






    Upload field
    This field allows uploading files as a part of the form. There is a possibility of listing the file formats you want to accept as an upload file type. The maximum upload size can also be altered. By default it allows uploading files up to 2 MB, but the option can be modified.
    Multiple file upload can be enabled checking Allow Uploading Multiple Files:

    The Destination attribute here serves to display the folder where the uploaded images will be hosted.

    Map
    This option can be used for marking a single or multiple locations on a Google Map. After filling in the address the marker will automatically move to the stated location. The Marker info will display the pre-filled information about the location. The option should be filled out separately.  You can use more than one Markers per map. You can add more addresses using + button.

    PayPal fields The Form Maker is using simple PayPal integration. This means that the user selects the corresponding items for purchase and upon hitting submit button gets redirected to PayPal. The process of the payment takes place inPayPal website.
    In advance to adding PayPal fields, you should activate the option from  Form Maker>Manager>Form Options> Payments menu.
    There are multiple PayPal field types, let’s discuss each of them separately:
    Amount. This field type allows adding specific amount of payment defined by the user. The cents field can be displayed or hidden.

    Select. This option will allow the user to use a drop-down list and select the item. Here you will have separate name and price features. You should add a price for each item. Note that the price is not visible, so if you want the user to see the price, you should also include the price within the option name field:

    Checkbox. The option allows selecting multiple options within the proposed list. You should fill out the option names and prices. If you want to have a pre-defined selection on front end please tick the checkbox within the back end preview window. If you want the user to see the price, you should also include the price within the option name field:

    Radio. The option allows selecting one option within the proposed list. You should fill out the option names and prices. If you want to have a pre-defined selection on front end please select the option within the back end preview window. If you want the user to see the price, you should also include the price within the option name field:

    Shipping. This section allows the user to select the preferred shipping option. Here you should fill in Shipping (Name)and price options. If you want the user to see the price, you should also include the price within the “Shipping ” field label:

    Total. The total field sums all of the values selected with the help of the PayPal fields. This includes the select fields, radio field,  checkbox field and if applicable also shipping option field. In addition it will add the tax percentage provided in Payments option, if applicable:

    Captcha
    There are two options of word verifications which will help to protect the forms from receiving spam entries or entries generated by robots.

    Simple Captcha. This is an automatically generated set of number and letters. You can change the number of the displayed symbols: from 3 to 9 symbols.

    ReCaptcha. This is an alternative option for Captcha that uses Public and Private Keys. You will need to create reCaptcha keys. To do so, please follow the link https://www.google.com/recaptcha/ . After getting the keys you need to fill them out in Form Maker > Global Options section. This way you will not have to type the keys for each form separately.

    Submit and Reset
    Please note that the Form Maker Submit/Reset buttons does not get added automatically. There is a separate Submit/Reset button section, where you can add the corresponding button(s) to the form.

    You can display Reset button by checking the box called Display Reset button. You can change the labels by replacing the current names in Submit button label and Reset button label.

    Custom button

    This button can be used for tailoring a custom onclick action to the inserted button. Here you should fill in the Onclick action, the function can be added to the Javascript field within the Form Options.

    Section Break

    You can use the section break to create multi-section forms. This is especially useful when you want to have different number of columns for each section. By default the section break is  a bold line, but you can make style changes using the text editor within the field.

    Page Break
    For the larger forms it will be best to use pagination. The result can be achieved using page break. You can either use text or images(by default the image is an arrow) for the Next/Previous actions.

    To make changes within the header/footer sections you should scroll up to the beginning of the form and press Edit button next to the NO PAGE BAR label. Pressing the edit button you can make changes within the Pagination display.

    There are three opportunities- setting steps (will display the pages as tabs with the page titles or numbers), Percentage (will display the percentage of completion of the overall form) and No context. There is an option of displaying the page numbers and/or page titles within the footer. For this you will have to check the corresponding checkbox within the field.


  • To insert a form into a Page or a Post.

    1. Press the button named Insert Form Maker in a post or a page you want to show the form.
    2. Select a form from the list.
    3. Save the page or the post.
      Alternatively, you can use Form Maker without the button on the toolbar: Add the shortcode [Form id="N"] (where N is the id of the form, for the form with id=2, the shortcode must be ) to the pages and posts, where you want the form to appear.
      For the Contact Form Maker the shortcode must be the following: [wd_contact_form id=”N”].
    1. On the left menu select Form Maker Submissions.
    2. In order to manage a form’s submissions, select the form from the list.
    3. For each form certain types of statistical data are available:
      – Entries: The number of submitted forms.
      – Views: The number of times the form has been viewed.
      – Conversion Rate: The percentage of submitted forms to the overall number of views.
    4. For the forms that contain checkboxes or radio buttons a separate statistics is available. It shows how many times a particular checkbox/radio button has been checked, and what is the ratio of that number to the overall number of checks.
    5. There is a possibility to search the submissions database by all the relevant fields of the given form. Submissions can be sorted by any of the fields of the form by clicking the labels.
    6. You can delete any of submissions by selecting them and pressing the “Delete” button on the top of the page.
    7. It is also possible to edit the submissions by clicking on the “Edit” icon on the upper right corner of the “Submissions” section. The submitted form will open in the original Form view and you can make the corresponding changes.
    8. You can add/remove any column of the submissions by “Add/Remove Columns”button. 
    9. The submissions can be exported to the CSV and XML formats. Note that CSV can be further opened by Microsoft Excel software program. When viewing it depending on region some characters might not open properly. To resolve the issue you can change CSV delimiter in Form Maker>Global Options section.
    1. Press the button named Insert Form Maker in a post or a page you want to show the form.
    2. Click on Submissions tab.
    3. Select a Form. Using the dropdown list select the form.
    4. Select Date Range. Specify the starting and ending dates for the date range for the submissions.
    5. Select fields. Check the field types you want to display within the front end submissions. Please note that the list of the form fields should be defined in General Options unless you want all fields to be displayed.
    6. Export to. Allow the users to export the submissions list in CSV and/or XML format. If you uncheck both options, the feature will not be displayed.
    7. Show. Check the form-associated features to be displayed within the front end submissions page.