1. Discovery & Planning (1 Meeting):
Client Meeting: Discuss the client's specific needs and the purpose of the complex form (e.g., online application, contact form with conditional logic, multi-step checkout process).
Form Requirements Gathering: Identify the type of information the client needs to collect through the form (text fields, dropdowns, file uploads, etc.) and any specific functionalities required (e.g., conditional logic, payment integrations).
Plugin Selection: Based on the form's complexity and client's budget, choose the most suitable form builder plugin (WPForms, Gravity Forms, Formidable Forms, or Typeform).
2. Form Design & Development (1-3 Weeks):
Form Design: Design the form's layout and user interface, ensuring a user-friendly experience.
Field Configuration: Set up the necessary form fields (text, email, dropdown menus, file uploads) to collect the required information.
Conditional Logic (Optional): Implement conditional logic to dynamically change the form based on user input, creating a more interactive experience.
Integrations (Optional): Integrate the form with third-party services (e.g., payment gateways, email marketing platforms) as needed.
Spam Protection: Implement anti-spam measures to prevent unwanted submissions.
Mobile Responsiveness: Ensure the form displays and functions correctly across devices (desktop, tablet, mobile).
3. Testing & Launch (1-2 Weeks):
Thorough Testing: Test the form functionality (data collection, conditional logic, integrations) across different devices and browsers.
Client Review & Refinement: Incorporate client feedback and make any necessary adjustments.
Form Launch: Embed the form on the client's website and configure any email notification settings.
4. Post-Launch Support (Optional):
Offer ongoing maintenance and support to address any technical issues or form updates.
Deliverables:
A fully functional and customized complex form built with the chosen plugin.
Mobile-responsive form for optimal viewing on all devices.
Integration with third-party services (if applicable).
A user-friendly form for data collection.
Timeline:
The project timeline typically ranges from 1-3 weeks, depending on the form's complexity and chosen plugin.
Highlighting Your Expertise:
Briefly mention your experience with various form builder plugins (WPForms, Gravity Forms, Formidable Forms & Typeform) in your Contra profile to showcase your versatility.
