Hey there! So, you have checked out all the plugins for registration and found RegistrationMagic to be the best WordPress Registration plugin? Well, that’s a great decision you have made. RegistrationMagic is currently the leading plugin to create custom WordPress registration page and manage end to end user registrations process. However, if you haven’t installed RegistrationMagic yet, you can do so, for free, from our WordPress page.
Now that you have installed RegistrationMagic plugin on your WordPress site, you wonder how to get up and running with the plugin. Fret not! To make this all easy for you, the RegistrationMagic team has come up this quick and easy to follow Starter Guide. With the help of this guide, you’ll begin working with RegistrationMagic like a pro in no time.
Saddled up your horses already? Let’s begin with…
Create WordPress Registration Form
How to add a registration form to WordPress registration page? First things first, we need to click on the RegistrationMagic menu item in the WordPress Dashboard menu to access RegistrationMagic plugin. Clicking on this menu item will take you to RegistrationMagic’s All Forms screen. As the name suggests, this screen displays all the forms you have created with RegistrationMagic in one place. Since this is the first time you are seeing this screen, it will only display the forms that come pre-installed with our WordPress registration plugin itself.
Next, click on the New Form link, just below the All Forms title to start creating a new registration form of your own. In the New Form popup screen, you’ll be presented with two set of options. On the left is the one click form creator in which you just need to set the name of the form and choose whether to allow user registrations for it or not. Then just click the Save and Close button.
On the right side of this popup is the Start Now! button. Clicking on this button will initiate the Form Wizard which will take you through a step by step process for creating the form. The Form Wizard will walk you through all the major form settings and allow you to edit them from a single place. Also from the Form Wizard, you can choose from one of the many form presets, known as Form Templates, that’ll add required fields to your form automatically. You can always edit the fields later on if needed. Please also remember that names of forms can be changed later too from the General Settings, in The Form Dashboard screen.
Once you have created your new form, it’ll now appear in the list of all forms, along with its shortcode. Copy and paste this shortcode to any WordPress registration page of your choice and the form will display on it automatically.
Next, it is time to…
Build the Form – Add Fields
Hovering your cursor over a form card on the All Forms screen reveals two links at the bottom of it. One is Dashboard and the other is Fields. It is the Fields link that is of interest to us right now, and we’ll click on it to visit the form’s Fields Manager screen.
The Fields Manager screen shows all the fields that your form currently has. Since this is a new form, you’ll already have an Email field in it. The Email field exists on each form by default and cannot be removed. The Username and Password fields will also be there if it is a registration form you have created. To add more fields to the form, you can click on the Add Field button.
Clicking on the Add Field button will open a popup from where you can select the type of field that you wish to add to your form.
Click on any field type from this list and it’ll open the screen to set the properties of that field. Edit its properties as you like and then click Add to Form. This will then add the field to the form. Please note that all fields when added to a form are added within a row. So you can customize a row to contain up to 4 fields in a horizontal setup. To edit a row, hover your cursor over a field and three options will show up on top of it. Click on the cog icon to open up row settings.
Edit the row settings as you like from the Row Properties popup and the click on the Save button. Other important links to check on the Field Manager screen are the Design and Preview links. The Design screen will allow you to customize the look and feel of the form fields. The Preview link will show you a preview of the form’s appearance on site front-end, without actually publishing the form.
Now that you have fleshed out your form by adding fields, it is time to…
Configure the Form
Configure section offers advance features to configure your registration form. Many features are exclusive to RegistrationMagic. You can also revisit these optional features later from The Form Dashboard.
Publish the WordPress Registration Page
To publish the form on site front-end and make it live for users to register, you’ll need to add the form shortcode to a WordPress registration page. Just go back to the All Forms screen first by clicking on the button at the top left of the Fields Manager screen. On the form card for the form you have created, you’ll see the WordPress shortcode of the form. This will look like:
Copy and paste this shortcode into a WordPress registration page (or post) and publish it. Or, you can choose a form from the dropdown next to the Add Media button, which will add the shortcode for it automatically. Next, you need to add this page to a menu from Appearance -> Menus option from the WordPress Dashboard. The form will now show up on the WordPress registration page the you just created.
So, you have now created a new registration form, added fields to it, and published it on WordPress registration page front-end. That’s great progress! Your site visitors can now register on it with the use of this new registration form.
Although the process of creating a form and then publishing it is now complete, we recommend that you go ahead and have a look at…
The Form Dashboard – Access Everything At One Place
Clicking on the Dashboard link from the bottom of the form card, will take you to the Form Dashboard screen. This is where you can configure the settings of your form, in addition to the Global Settings. There are many widgets available on this screen, so let’s explore them one at a time.
Registration Monitoring & Control Widgets
- Submissions over time: This is a chart showcasing stats of your form visits and actual form submissions. You can filter the results of this chart for specific time range using the Show data for dropdown option.
- Status: This widget on the side shows the shortcode of the form, it’s visibility to the users, and the form’s creation date. You can also delete the form from this widget.
- Content: Another one of the widgets on the side, this one shows the number of pages the form has, the number of fields, and the submit button’s label text. You can also duplicate the form from this widget.
- Stats: In this widget, you can see the stats, such as number of form visits, form submissions, form attachments (only in premium version), conversion rate, and average time. You can also reset the stats from this widget.
- Quick Toggles: To quickly toggle settings, such as auto WP registration and auto response, use this widget.
Registration Form & Data Workflow
- Build: From this widget, you can visit the Fields Manager and the Design
- Configure: Multiple configuration settings are available from this widget. We encourage you to visit each of these configuration settings on your own. Description of what each option does on these configuration settings is explained next to the options themselves.
- Integrate: From this widget, you can integrate your form with some of the most popular third-party services, such as MailChimp.
- Publish: Use the settings under this widget to publish your form on the site front-end.
- Manage: From this widget, you can access all form submission details in one place. As well as emails sent out to the users from RegistrationMagic.
- Analyze: This widget gives you the options to view analytics for your form. Includes options such as form analytics and field analytics (only in premium version).
- Automate: The settings under this widget allow you to create automated tasks for user accounts. Includes bulk emails too.
The Form Dashboard widgets are quickly accessible from the All Forms screen, from three dots (…) that are highlighted by hovering your cursor over a form card. (See ‘Build The Form’ section, First Image)
Before signing off, please note that RegistrationMagic is organized into the following workflows:
Form Workflow: 1. Build => 2. Configure => 3. Publish
Submission Data Workflow: 1. Manage => 2. Analyze => 3. Automate
All RegistrationMagic Shortcodes are available in the WordPress Registration Shortcodes list.
This concludes our quick Starter Guide on how to create your first WordPress registration page.
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