Providing various contact options encourages visitors to reach out to your business. However, keeping customers on hold can lead to frustration and potential lost sales.
A ‘request a callback’ form addresses this issue by allowing visitors to select the most convenient time for you to contact them. This approach enhances user experience and helps capture high-quality leads.
In this article, we will guide you through the simple process of adding a callback request form to your WordPress site.
Why Should You Add a Callback Request Form to Your WordPress Site?
Visitors interested in your products or services may wish to connect with you for more details. While some prefer live chat or email, others may prefer a phone conversation.
You can implement a ‘Click to Call’ button on your WordPress website, enabling users to easily dial your business phone number.
However, many small businesses may not have the resources for a 24/7 phone service with staff available to answer all calls. A callback request form can help solve this challenge.
Instead of speaking with a representative immediately, customers can provide their phone numbers and other relevant information, including their preferred call time, by filling out a form. You can then reach out to them during business hours.
This feature enhances customer support, helps you capture more leads, and increases the conversion of visitors into customers.
Now, let’s explore the process of easily adding a callback request form to your WordPress site. You can use the quick links below to navigate to different sections of our tutorial:
- Guide to Adding a Callback Request Form in WordPress
- Customizing the Settings of Your Callback Request Form
- Viewing Submissions from the Callback Request Form in WPForms
- How to Promote the Callback Request Form on Your Website
- Bonus: Discover a Reliable Business Phone Service
- Common Questions About Callback Forms
- Additional Helpful Resources
Guide to Adding a Callback Request Form in WordPress
The easiest method to add a callback request form to your WordPress site is by utilizing WPForms.
It is the leading WordPress form builder plugin available, enabling you to effortlessly add any type of form to your WordPress website, including a callback request form.
We also use it at CanadaCreate for all our online form requirements, which you can learn more about in our WPForms review.
First, install and activate the WPForms plugin. For detailed instructions, refer to our step-by-step guide on installing a WordPress plugin.
Note:If you’re on a budget, you can use WPForms Lite to create a callback request form at no cost. However, you will need the premium version to access the Phone and Date/Time fields.
After activating the plugin, navigate to the WPForms » Settings page to input your license key.
You can find this key in your account on the WPForms website.
Once that’s done, go to the WPForms » Add New page from the WordPress admin sidebar.
This will take you to the ‘Select a Template’ page, where you can begin by naming your form.
Next, select the ‘Simple Contact Form’ template to start creating your callback request form.
This action will open the WPForms form builder, displaying form fields in the left column and a live preview of your form on the right.
From here, you can easily drag and drop any field from the left column to include it in your form.
We recommend using the Name, Email, Phone, and Date/Time fields in your callback request form. If you’re using the free version, you can use standard text fields for the phone number and time details.
This approach will allow you to gather all the essential information needed to contact a user.
After adding all your desired form fields, you can modify them by clicking on each field.
This will bring up the ‘Field Options’ tab in the left sidebar of your screen.
Here, you can update the field label and description, as well as adjust the format, field size, and placeholder text.
You can also activate the ‘Required’ toggle in the column, ensuring users must fill out that specific field before submitting the form.
Once you finish, remember to click the ‘Save’ button at the top to save your form settings.
Next, you will need to integrate the callback request form into your website.
WPForms simplifies the process of adding forms to any page or post on your WordPress site. Start by opening an existing or new page/post from the WordPress admin sidebar.
Once there, click the ‘Add Block’ (+) button located at the top left corner of the screen to access the block menu.
From this menu, find and insert the WPForms block into the block editor.
Next, choose the form you created earlier from the dropdown menu. WPForms will automatically display a preview of your form in the content area.
Finally, click the ‘Update’ or ‘Publish’ button to save your changes.
Note:If you’re using the classic editor on your WordPress site, you can easily add the form by clicking the ‘Add Form’ button located above the post editor.
This action will bring up the ‘Insert Form’ prompt, allowing you to select a form from the dropdown menu.
After making your selections, remember to click the ‘Update’ or ‘Publish’ button to save your changes.
You can now visit your WordPress website to see your callback request form in action.
Customizing Your Callback Request Form Settings
With the callback request form added to your site, you can modify it anytime to better suit your requirements.
To do this, simply navigate to the WPForms » All Forms page in the WordPress dashboard and click the ‘Edit’ link under the form you created previously.
This will open the form builder interface, where you can modify your form, add or remove fields, change labels, and more.
Next, switch to the ‘Settings’ tab in the left column. Here, you can adjust your form settings, including the form name, description, button label, notifications, and more.
Configure Notifications for the Callback Request Form
By default, WPForms sends notifications to your site’s administrator email whenever a user submits the form.
You can easily send these notifications to any email address of your choice, or set up confirmation emails for users as well.
To configure the default notification settings, simply navigate to the ‘Notifications’ tab in the left column.
Ensure that the ‘Enable Notifications’ toggle is activated. If you disable this toggle, you will not receive any notifications at your email address.
Once you have done this, you can change the email address for notifications by entering a new email in the ‘Send To Email Address’ field.
You can also click the ‘Add New Notification’ button to create your own custom notifications.
This feature is useful for notifying users that you have received their callback request.
After clicking the ‘Add New Notifications’ button, WPForms will prompt you to name the new notification and will display the notification settings.
You can click on the smart tags to insert the values submitted by users in the form fields, such as Name or Email.
You can also compose an email body in the ‘Message’ section. For more detailed instructions, consider checking our beginner’s guide on sending notifications to multiple recipients in WPForms.
After completing the setup, remember to click the ‘Save’ button to preserve your form settings.
Personalize the Submission Confirmation Message for Users
You have the option to customize the message that appears on the user’s screen after they submit the callback request form.
When users fill in their details and submit the form, a standard message is shown. You can modify this to display a personalized success message or redirect them to any page on your website.
To make these changes, simply navigate to the ‘Confirmations’ tab in the form settings located in the left column.
Next, select the action that occurs after a user submits the form from the ‘Confirmation Type’ dropdown menu.
If you select the ‘Message’ option, you will need to enter a success message in the ‘Confirmation Message’ text box.
Alternatively, if you choose the ‘Go to URL (Redirect)’ option, you can enter the URL of the page where you want to redirect users after they complete the form.
Once you have finished, be sure to click the ‘Save’ button to save your settings.
You can now test your form by filling it out. Depending on your confirmation settings, WPForms will display the success message or redirect you accordingly.
How to Access Callback Request Form Submissions in WPForms
If you are using the premium version of WPForms, one of its best features is that it automatically stores all form submissions in your WordPress database.
This allows you to easily access form entries even if you do not receive email notifications.
To do this, navigate to the WPForms » Entries section in the WordPress admin dashboard and select the form you created earlier.
This will take you to a new page displaying a list of entries submitted by your users along with their details.
From this page, you can also organize your entries by using the star icon to highlight important submissions. Additionally, you can use the green circle to mark entries as ‘Read’.
Next, you can view, edit, and delete the details of each entry by clicking the links in the right corner of the entry rows.
You can also add notes to individual form entries, which helps you keep track of leads and create reminders for follow-up requests.
Promoting Your Callback Request Form on Your Website
Now that you have created a callback request form for your website, consider promoting it so that users can easily discover and utilize this service.
OptinMonster is the leading lead generation tool available, enabling you to effortlessly convert your website visitors into valuable leads and paying customers.
At CanadaCreate, we have frequently utilized this plugin to execute successful lead generation campaigns. For more details about our experience, check out our review of OptinMonster.
It integrates seamlessly with WPForms, allowing you to embed your forms into popups, slide-ins, fullscreen popups, and more.
For additional guidance, please refer to our tutorial on creating a contact form popup in WordPress.
Additionally, OptinMonster features robust display rules that enable you to show the callback form to users at the most opportune moments, making it the top choice for email capture.
For instance, you can configure the callback form to appear only to users from specific regions or countries, or when visitors are on particular pages of your website.
Bonus: Discover a Reliable Business Phone Service
After creating your callback request form, it’s essential to find a dependable business phone service to enhance the overall user experience.
Many businesses rely on their landline or mobile numbers for operations and customer calls, but this approach may not be the most efficient solution.
Traditional phone services often lack the advanced call management features that businesses need to enhance customer experiences.
That’s why we choose Nextiva for our business communications. They are the leading provider of business phone services, enabling you to manage calls efficiently using VoIP (Voice over Internet Protocol).
Nextiva is compatible with any device, including mobile phones, desk phones, laptops, and tablets. You can select a phone number from any area and easily share it with different team members. Additionally, Nextiva offers smart features like call forwarding, voicemail, automated responses, ringtones, and more.
The voice quality is superior, and it is significantly more affordable than traditional phone services.
Many of our partner brands utilize Nextiva and have experienced enhanced communication with their customers. To find out more, check out our Nextiva review.
Common Questions About Callback Forms
After assisting thousands of users in setting up contact forms, we have identified several frequently asked questions. Below are the answers to the most common inquiries regarding callback request forms.
1. What is the top plugin for creating a callback request form?
We recommend using WPForms as the top plugin for creating a callback request form. It includes a pre-designed template and a specific Phone field with smart formatting, making it user-friendly and accessible for beginners without any coding skills.
Is it possible to create a callback form for free?
Yes, the free version of WPForms is available for use. However, the ‘Phone’ field is a premium feature. As an alternative, free users can utilize a ‘Single Line Text’ field labeled ‘Phone Number’ to gather this information.
Why am I not receiving notifications for callback requests?
Emails sent from WordPress can often end up in spam folders or be blocked by hosting services. To ensure you receive all leads, we recommend using WP Mail SMTP, which authenticates your emails to ensure they arrive directly in your inbox.
How can I prevent spam submissions on my form?
Callback forms can attract spam submissions. To combat this, you can activate the built-in anti-spam features in WPForms settings. For enhanced protection, consider integrating Google reCAPTCHA or Cloudflare Turnstile.
Can I connect the form to my CRM or email marketing service?
Absolutely. When a user requests a callback, you can automatically add them to your email list or CRM. WPForms offers integration with popular services like Constant Contact, HubSpot, Drip, and Salesforce.
Helpful Resources
We hope this guide has shown you how to easily implement a callback request form in WordPress. You might also find these additional resources valuable for expanding your business:
- Top Business Phone Services for Small Businesses
- How to Add a Click-to-Call Button in WordPress
- Effective Methods to Prevent Contact Form Spam in WordPress
- How to Monitor User Journey on WordPress Lead Forms
- Best Plugins for Appointments and Bookings in WordPress
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