Rooted Forms and Fields

Build forms around the conversation.

Use only the fields needed to respond to the inquiry. Shorter forms usually reduce abandonment and unnecessary collection of personal information.

Recommended foundation

• Name
• Email
• Validated telephone number when calls are part of the workflow
• A clear message or inquiry field
• Consent language when required

Publishing

Save the form, copy its shortcode, and add it to any WordPress page or post. Test required fields, mobile layout, confirmation messaging, inbox storage, and email delivery.