So, you have checked out all the plugins for registering users on WordPress websites and found RegistrationMagic to be the best of them all? Well, that’s a great decision you have made. RegistrationMagic is currently the leading plugin for user registrations on WordPress sites.
However, 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 Your First Registration Form in WordPress
How to add a registration form to WordPress? First things first, we need to click on the RegistrationMagic menu item in the WordPress Dashboard menu to access RegistrationMagic. 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 the 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 options. These options ask you to choose whether or not you want users to register on your WordPress site, along with form submissions. You’ll also be required to set the name of your new form from this popup screen. Please remember that names of forms can be changed later from the General Settings, in The Form Dashboard screen.
Once you have set the name of the form and chosen its type (register user, or not), click on the save button at the bottom right of the New Form popup screen to add a registration form to WordPress. Your new form will now appear in the list of all forms, with its shortcode. Copy and paste this shortcode to any WordPress 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. To add more fields to the form, click on the Add Field link underneath the Fields Manager heading.
Click on any field under the Display Fields heading (within the Add Field box) to add fields to your form which will display content. Display Fields are different from the other form fields as they are not used to take input from users. Instead, you use them to display content to the user, such as a text paragraph, YouTube Video, or some external URL in an iFrame.
Other important links to check on this 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.
Note for ‘Create WordPress User Account’ option: Username and Password fields will not show up in the Fields Manager but will appear in Preview or on actual form, automatically. Also note that these fields will not appear on site’s front-end for you as an admin if you are logged in (since you are already logged in!).
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 Form
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 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 shortcode of the form. This will look like: [RM_Form id=’3’]
Copy and paste this shortcode into a WordPress 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 page.
So, you have now created a new registration form, added fields to it, and published it on front-end as well. 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
This concludes our quick Starter Guide. For more details on RegistrationMagic, we welcome you to visit our Knowledgebase.
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