How to Use Conditional Logic with Forms in WordPress?

conditional logic

Want to make a smart form that reduces the hassles of your users?

The bitter truth about online forms is that many forms are complex, long, and overwhelming.

Sometimes users want to complete the full form but get discouraged and don’t want to drive to figure it out because of the push of all the questions. So if you want to make a form for a fundraising campaign or sales funnel, it will be smart to make your form short and personalized for the user.

If you are someone learning about this for the first time, or a professional who’s looking for an easy and scalable option to deploy intelligent WordPress payment and donation forms with conditional logic, then you are in the right place! 

In this blog, we will explore the use of conditional logic in WordPress forms.

First, let’s recap a few basics.

Conditional logic – at a glance

Conditional logic is a unique feature that will help you make a short, personalized, and intuitive form. It automatically changes the form depending on users’ actions. Conditional logic in web form will definitely take your forms’ conversion rate to the next level.

You may create intelligent forms that gather audience data with conditional logic. This smart feature allows you to create a robust form that delights your user and drives the result you are looking for.

So to reduce the hassle for your users, you can try using conditional logic in your payment and donation forms.

How conditional logic works on an online form?

It may look technical, but I promise you it’s not. Let me explain conditional logic simply for you with an easy example:

An easy example would be an option of contact method. Say you need to collect your users’ phone numbers or email addresses. You can simply add a radio button to let the users choose their preferred mode of contact. You show the phone number input field only when the users choose the phone number option. And if someone prefers to be contacted via email, they will pick the email address option, and only then will the email address input field appear.

conditional logic

Ultimately conditional logic shortens your form by hiding fields that don’t necessarily need to be shown for all types of users. It also reduces your form’s abandonment rate.

Find out some easy way to get reporting overview for your campaign

Best plugin to use conditional logic in forms

In WordPress, tons of plugins are available to make your WordPress form. Not just basic WordPress forms, but web forms with advanced functionalities as well! You may wonder which one will serve your purpose the best among all these options. If you ask us, we’ll suggest Paymattic. Why? Because it makes things the easiest for you.

Paymattic is a great WordPress payment and fundraising plugin for collecting simple payments and donations online. Its flexible and user-friendly design makes it simple to create forms with a few clicks. This multi-purpose plugin can accept payment for products or services and collect donations. In Paymattic, 35+ fully customizable input fields are available to create the perfect WordPress payment and donation form. Every feature is designed to make your form more effective.

Conditional logic is one of the magical features of Paymattic, which responds to each user differently based on their actions on the form. Paymattic breaks this feature into three parts. 

  • Parameter: The action will be initiated by this input area.
  • Condition: There are five general conditions you can set. Such as equal, not equal, equal to data length, less than to data length, and greater than to data length.
  • Value: This can be any text or numeric data you choose to target or exclude.

Multiple conditions can be set up. Additionally, you can decide whether your action must satisfy all of the established conditions or just one of them by selecting the “Any” or “All” option. 

Use conditional logic with Paymattic

Let’s see how Paymattic can improve your form-creating experience with conditional logic.

Conditional logic on input field

Conditional logic on the input field is used to hide or show a particular field of your form if all or any criteria are met. Let’s elaborate the use of conditional logic on input fields.

First, go to Paymattic dashboard > All forms > Add new forms. You can take a form template or a blank form to create a new one.

add new form

Now click on the edit option below your form name.

edit form

Then add desired fields and click on the Setting icon from the left side of the field name.

Click on the Advanced tab. Here you will find a Conditional render checkbox. Click on the Yes button.

Then in the parameter field, select an input field that needs to be matched with the value. Now put the trigger on the condition field and set the Condition match from Any or All.

You can add more triggers by pressing the + button.

Finally, click on the Update button to set conditional logic in your form.

Conditional logic on integration 

You can collaborate conditional logic with integration as well. Suppose, you have a form with a name, phone number, and email field. And you want to add the contacts and email addresses to your marketing CRM. Just enable FluentCRM from your Integration module. You can add this feature with any other integration given by Paymattic.

For this, open your form and click on Integrations.

form integration

You will find the Add New Integration button, click here and select FluentCRM Integration.

fluentcrm integration

Create FluentCRM Feed with the required information. If you scroll down below, you will notice a Conditional Logic checkbox. Here you can set suitable conditions.

fluentcrm feed

Finally, click on the Create FluentCRM Feed button to save the configuration.

Now your contact will be automatically added to the entitled email list.

Conditional logic on email notification

Conditional logic on email notifications allows you to set when an email notification is sent. If conditions are met, then an email notification will be sent to the user at the selected time.

To set up conditional email, first, go to Paymattic dashboard > All forms to use conditional logic on email notifications. Click on the Settings option below your form name.

Then click on the Email tab and Add New Notification button.

Below the email body section, you will find an conditional logic check box. Click on this. Then press on the Update button after setting the condition.

That’s all! With the process mentioned above, you can easily set conditional logic with Paymattic.

Are you ready to use your forms with conditional logic?

WordPress forms with conditional logic are essential to the business toolkit for a positive user experience. Using conditional logic, you can create clean, personalized forms that respect the user experience. So, use conditional logic smartly to build high-converting forms which your users will love.

The WordPress payment and donation plugin Paymattic comes with various simple-to-use functions and a clean, uncomplicated interface. The functionality of Paymattic is extensive.

So what are you still holding out for? Try experiencing Paymattic Pro for yourself.

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