Quick-reference guide – Fluent Forms.

? Get Started with Fluent Forms (WordPress Plugin)

Need help using forms on your website? Fluent Forms makes it easy to manage contact forms, submissions, and more.

? Documentation & User Guides 

• Go to Fluent Forms > Support ? Fluent Forms Help & Docs

? In-Context Help: While editing any form, look for the “Learn More” or help buttons next to settings – they’ll give you quick tips right where you need them. 

? Managing Fluent Form Entries

• Go to Fluent Forms > Entries
• Select the form you want to view (e.g. Contact Form)
• You can:
  • View, export, or delete entries
  • Respond directly if email notifications are set up
• Forms can be edited in Fluent Forms > All Forms (content, layout, and email settings)

? Managing Fluent Form Settings & Integrations

To adjust how a form behaves after someone submits it:

1. Go to Fluent Forms in the WordPress dashboard
2. Click on the form you want to edit (e.g. “Contact Form”)
3. In the top menu, click Settings & Integrations

✅ Confirmation Message After Submission

Set the message visitors see on screen right after submitting a form.

How to Set This in Fluent Forms:

1. Go to Fluent Forms > All Forms
2. Hover over your form → click Settings
3. Go to Confirmation Settings
4. Choose Message (instead of Redirect or Page)
5. Paste your custom thank-you or confirmation text
6. Save changes ✅
   
   ✏️ You can include shortcodes like {inputs.name} to personalise the message.
   
   ? Bonus Tip: Add custom CC and BCC recipients to email notifications in the Advanced section at the bottom of the Email Notifications panel –  helpful if multiple team members need to be copied in quietly.

? Email Notifications

Set up who gets emailed and what the email looks like when a form is submitted.

• Navigate to: Settings & Integrations > Email Notifications
• You can:
  • Edit the notification (sent to you or your team)
  • Add a confirmation email to send a copy or thank you to the person filling out the form
  • Customise subject lines, message content, and include form fields using shortcodes (like {inputs.name})
  • Add custom CC and BCC information in the Advanced section at the bottom.

? Make sure you’ve added the correct email address and tested it.

? PDF Feeds (if enabled via addon)

Automatically generates a PDF version of each form entry.

• Navigate to: Settings & Integrations > PDF Feeds
• Configure:
  • Layout and branding of the PDF
  • What fields to include
  • Whether to email the PDF to you, the user, or both

Useful for invoices, registrations, or formal submissions.

? Google Sheets Integration (if connected)

Your website is already connected to Google Sheets via the official integration plugin.Send form entries directly into a Google Sheet.

• Navigate to: Settings & Integrations > Google Sheets
• Choose a Sheet and tab, then map form fields to specific columns
• Entries will automatically appear in your spreadsheet after each submission

? Connected Account: Currently connected to the website’s Google account.

1. Use the existing connected account
   • Share individual sheets with your team members or stakeholders via Google Drive 
2. Connect a different Google account
   • Go to Fluent Forms > Global Settings > Google Sheets
   • Add new credentials (requires API access)
   • Then, update the integration feed on each form under:
     Settings & Integrations > Google Sheets

✉️ MailerLite Integration (or other email platforms)

Automatically adds new form submissions to your email list.

• Navigate to: Settings & Integrations > MailerLite
• Link your MailerLite account via API
• Choose which group or segment new contacts should be added to
• Map name, email, and any other fields (e.g. phone, interests)

✅ Active (group) Subscribers People who have confirmed their subscription 

❌ Non-active (group) subscribers: People who haven’t confirmed their subscription 

? Why Add Non-Active Subscribers to MailerLite? If someone fills out a form but doesn’t agree to join your mailing list, We marks them as non-active. You can’t send them bulk emails, but you can still store their details, tag them, and follow up personally if needed. Groups like “Active” or “Inactive” are just labels –  they don’t reflect whether someone has unsubscribed.  (However if someone does unsubscribe their STATUS will be inactive) To stay compliant, always filter by status = active and never bulk email from the non-active group