Ever feel like your WordPress form builder plugin almost gets the job done? Like it’s so close to perfectly capturing the data you need, or presenting the right questions in the right order? You’re not alone. Many WordPress users find themselves needing to tweak and extend their form builders. This article walks you through exactly how to customize Bit Form – Custom Contact Form, Multi Step, Conversational, Payment & Quiz Form builder to meet your unique needs. We’ll explore how AI-powered tools can simplify the customization process, making it accessible even if you’re not a coding whiz.

What is Bit Form – Custom Contact Form, Multi Step, Conversational, Payment & Quiz Form builder?

Bit Form – Custom Contact Form, Multi Step, Conversational, Payment & Quiz Form builder is a powerful WordPress plugin designed to simplify the creation of various types of forms, from simple contact forms to complex multi-step surveys, conversational interactions, payment gateways, and even quizzes. With this tool, you can easily build forms that capture the data you need, presented in a user-friendly way. It boasts a range of features designed for speed and efficiency. Users appreciate its drag-and-drop interface, making form creation a breeze. It’s no wonder it’s earned a 4.9/5 star rating with 200 reviews and has over 10,000 active installations.

What sets it apart is its versatility. You aren’t limited to basic forms; you can create sophisticated interactions tailored to your specific requirements. It lets you build payment forms to collect payments directly on your website, or even conversational forms that guide users through a series of questions in a natural, engaging manner. This flexibility is what makes it such a popular choice for WordPress users.

For more information about the plugin, visit the official plugin page on WordPress.org.

Why Customize it?

The plugin is powerful right out of the box, but sometimes the default settings just aren’t enough. While the developers have done a great job providing a solid foundation, every website is unique, and what works perfectly for one site might not work for another. This is where customization comes in. Customization allows you to tailor the tool to your specific needs, ensuring that your forms perfectly align with your brand, your workflow, and your users’ expectations.

Think about it: a generic contact form might ask for basic information like name and email, but what if you need to collect additional details, like the specific service a customer is interested in, or their budget? Customization lets you add these fields, ensuring you capture all the necessary information upfront. Or perhaps you want to style your forms to match your website’s branding. Customization gives you the power to change colors, fonts, and layouts, creating a seamless experience for your visitors.

The benefits of customization extend beyond aesthetics and data collection. Customizing the form to integrate directly with your CRM or email marketing tools will save you time and reduce manual data entry. A real-world example of this might be a real estate company that customizes the form to automatically add new leads to their CRM, segmenting them based on their property preferences. This targeted approach allows the company to follow up with potential buyers more effectively, leading to increased sales.

Ultimately, customization is worth it when it allows you to achieve your specific goals more efficiently and effectively. If you find yourself constantly working around limitations, or manually processing data that could be automated, it’s time to consider customizing the forms.

Common Customization Scenarios

Implementing Complex Validation Logic

Standard form builders often come with basic validation rules, like checking for a valid email address or ensuring a field isn’t left blank. However, what if you need more sophisticated validation? Perhaps you need to verify that a entered product serial number corresponds to a valid model or cross-reference input across several fields. Standard settings may not offer that capability.

Through customization, you can implement complex validation logic to ensure the data submitted through your forms is accurate and reliable. This could involve creating custom JavaScript functions that perform specific checks, or integrating with external APIs to validate data against external sources. It’s about making sure that the data you collect is clean and usable.

Consider a medical clinic that uses the plugin to collect patient information. They might need to implement custom validation to ensure that entered insurance policy numbers are valid and match the patient’s information. Using AI to generate the validation script will make this task much easier, and less prone to human error.

AI makes implementation easier by suggesting code snippets based on your described validation requirements. Instead of spending hours writing and debugging JavaScript, you can use AI to quickly generate the necessary code.

Creating Dynamic Conditional Fields

Imagine a form where the questions change based on the user’s previous answers. That’s the power of dynamic conditional fields. Instead of presenting every user with the same set of questions, you can create a personalized experience that only shows relevant fields.

Customization allows you to build forms that adapt to the user’s input. You might have a dropdown menu where the selected option determines which additional fields are displayed. This can drastically improve the user experience, making forms less overwhelming and more engaging. Users are more likely to complete a form that feels tailored to them.

An example is a marketing agency using the tool to qualify leads. They might ask “Do you have a website?”. If the user answers “Yes”, fields related to website traffic and SEO analysis appear. If they answer “No,” different fields related to website design and development are displayed. This makes it easier to efficiently gather required information.

AI speeds up implementation by helping you generate the JavaScript code needed to control the visibility of fields based on user input. You can describe the desired behavior in natural language, and AI will create the necessary code. No more struggling with complex conditional logic!

Integrating with CRM and Marketing Tools

While the plugin may offer some basic integrations, you’ll often find that you need to connect it with specific CRM or marketing tools that aren’t natively supported. Manually exporting and importing data can be time-consuming and prone to errors.

Customization enables you to seamlessly integrate the forms with your existing marketing ecosystem. This means that when a user submits a form, their data is automatically sent to your CRM, email marketing platform, or other tools. This allows you to automate your workflows, improve data accuracy, and gain a more holistic view of your customer interactions.

Consider a SaaS company using it for lead generation. Customizing it to automatically send new leads to their Salesforce account along with tagging them based on the form they filled out will streamline their sales process. This automation ensures that leads are followed up with promptly and with the appropriate messaging.

AI can help you generate the code needed to connect the plugin with various APIs. By providing AI with the API documentation and the data you want to send, it can generate the necessary code to automate the integration. You can say goodbye to manual data entry and hello to streamlined workflows.

Building Custom Form Layouts

Sometimes the default layouts provided by the form builder just don’t cut it. You might need a more complex layout to accommodate specific fields, create a visually appealing design, or improve the user experience.

Customization gives you the freedom to design your form exactly how you want it. You can use HTML and CSS to create custom layouts, rearrange fields, and apply unique styling. This allows you to create forms that are not only functional but also visually appealing and aligned with your brand.

A fashion retailer may use it to create a product inquiry form. By customizing the layout to include images of the products alongside the fields, they can create a more engaging and informative experience for their customers. This visual approach can lead to higher conversion rates.

AI can assist you in generating the HTML and CSS code needed to create custom layouts. By describing the desired layout in natural language, AI can generate the necessary code, saving you time and effort. It’s like having a design assistant that can bring your vision to life.

Adding Multi-Step Form Functionality

Long forms can be intimidating for users. Breaking them down into multiple steps can make them seem less daunting and improve completion rates. Unfortunately, the built-in multistep functionality may not allow the level of control you need over the steps or design.

Customization lets you create complex multi-step forms with custom navigation, progress indicators, and conditional logic between steps. You can create a more engaging and user-friendly experience for your users, leading to higher completion rates and more accurate data collection.

A university can use the tool to create a multi-step application form. By breaking the application into distinct sections like personal information, academic history, and essays, they can make the process less overwhelming for applicants. Each section can be styled differently and can include dynamic help text.

AI can help you generate the JavaScript code needed to control the flow between steps, validate data at each step, and create custom progress indicators. With AI, you can build sophisticated multi-step forms without being a coding expert.