Ninja Forms | BoldGrid

When making forms in BoldGrid you have the ability to create custom Emails & Actions. Examples of these are email notifications, redirects, or success messages. Creating custom form actions applies to the form that you are editing or developing in the Build Your Form tab. We will now show you how to create these 3 types of actions.

          

Email Action

  1. Log into BoldGrid.
  2. Click Forms.2918-1-forms
  3. Edit an existing form, or create a new one.2918-2-edit-create-form
  4. Click the Email & Actions tab.2918-3-email-and-actions
  5. Click the Add New button.2918-4-add-new
  6. Give your action a name.2918-5-action-name
  7. Choose the Email type from the drop-down menu (if it is not already selected).2918-6-email-type
  8. Fill in the fields as needed. Below is a list of the options with the provided description:
    Option Description
    From Name Email will appear to be from this name.
    From Address Email will appear to be from this email address.
    To Who should this email be sent to?
    Subject This will be the subject of the email.
    Email Message Put the body of your email message here.
  9. Click the Advanced Settings link to choose your format, or add a reply to, cc, or bcc address.2918-13-advanced-settings
  10. Click the Save button.2918-14-save-email-action

            

Redirect

  1. Log into BoldGrid.
  2. Click Forms.2918-1-forms
  3. Edit an existing form, or create a new one.2918-2-edit-create-form
  4. Click the Email & Actions tab.2918-3-email-and-actions
  5. Click the Add New button.2918-4-add-new
  6. Give your action a name.2918-5-action-name
  7. Select redirect from the drop down menu.2918-7-redirects
  8. Enter the URL you want to redirect to, then click the Save button.2918-9-save-redirect

          

Success

  1. Log into BoldGrid.
  2. Click Forms.2918-1-forms
  3. Edit an existing form, or create a new one.2918-2-edit-create-form
  4. Click the Email & Actions tab.2918-3-email-and-actions
  5. Click the Add New button.2918-4-add-new
  6. Give your action a name.2918-5-action-name
  7. Select Success Message from the Type section. 2918-10-success-message
  8. Enter the body of the email in the Message section, then click the Save button.2918-15-save-success-action

Form submissions will automatically be sent to the admin email address in your BoldGrid site.  This is the address you entered when you first installed WordPress. We will show you how to view/modify the email address in Ninja Forms of your BoldGrid site. We’ll also walk you through testing the form by submitting information, and verifying that you received the email with the form submission. If you need information on creating a new Ninja Form, please see How to Create a New Form in BoldGrid.

View/Modify my Admin Email Address

  1. Log into BoldGrid.
  2. Click Settings & then click General in the navigation menu.2640-1-general-settings
  3. You can then view/modify your admin address in the “Email Address” section. Keep in mind, this is also the address WordPress notifications will be sent to, such as update reminders, comments, or replies.2640-2-admin-email
  4. Click the Save Changes button to record any changes you have made.

Confirming the Changed Admin Email Address

  1. Navigate to the form on your website. In our tests, we are going to the “Contact us” page.
  2. Fill out the required fields on your form. We recommend entering a different email address from your admin email. Then, click the Submit button.2640-3-submit-form-test
  3. Now check your email to verify you received the “Form Submission” email.2640-4-form-submission-email

The Ninja Forms Settings page includes three tabs. We will go over the available settings for Ninja Forms to help familiarize you with the plugin.

 

How to Access Ninja Forms Settings

  1. Log into BoldGrid.
  2. Click Forms, then Settings.2548-1-ninja-forms-settings

 

General Tab

  1. Click the General tab. Here you can view the Version of Ninja Forms you are using, modify the Date Format, or change the Currency Symbol.
    2548-2-general-settings-tab

  2. Click the drop-down arrow next to reCAPTCHA Settings” to enter your reCAPTCHA settings.2548-3-recaptcha-settings
  3. Click the arrow next to Advanced Settings to remove all the Ninja Forms data when you uninstall the plugin, or disable admin notices from displaying in your BoldGrid dashboard.2548-3-ninja-forms-advanced-settings
  4. Click the Save button once you have chosen your settings.2548-4-save-ninja-forms-settings

 

Labels Tab

  1. Click the Labels tab to view/modify the message labels for Ninja Forms. Labels provide information or error messages to help visitors to your site fill out the forms successfully.2548-5-ninja-forms-labels-tab
  2. Click the Save button when you are finished making changes. You will then see a Settings Saved message.

 

Licenses Tab

  1. Click the Licenses tab to view any Ninja Forms licenses you may have activated. This will differ based on your specific setup.2548-6-ninja-forms-licenses-tab