The Gravity Forms Partial Entries Add-On is a useful tool for Gravity Forms users who want to track and save form submissions even when the form is not fully completed. This add-on enables partial submissions, allowing form data to be saved while a user is still in the process of filling out the form. It helps prevent the loss of information, particularly when users abandon a form before completing it. This feature is especially beneficial for forms with long fields, complex questionnaires, or when users need to leave and return to the form later.
Key Features of the Gravity Forms Partial Entries Add-On
- Save Partial Form Submissions:
- The Partial Entries Add-On allows users to save partial entries at any stage of the form submission process. Even if a user exits or navigates away from the page before submitting the entire form, the data they’ve filled out will be saved and stored in the system.
- Track Incomplete Entries:
- You can view partial entries in the Gravity Forms admin panel, where you can track which submissions were incomplete. This feature helps identify potential drop-off points, so you can optimize the form and address any user experience issues.
- Automatic Saving:
- Gravity Forms automatically saves partial entries in the background while users are filling out the form. You do not need to configure any special buttons or actions to save the data.
- Notifications for Partial Entries:
- You can configure email notifications to be sent when a partial entry is saved. This allows form administrators or the user to be notified that data has been saved before the form is fully completed. It helps keep track of the progress and reminds users to finish the form if needed.
- Conditional Logic:
- With conditional logic, you can determine when a partial entry should be saved based on specific form conditions. For example, you can save partial entries only if certain fields are completed or if the form meets specific criteria.
- Partial Entry Data in Form Submissions:
- The add-on allows you to review partial entry data in the entry details section of Gravity Forms. You can examine what the user has filled out so far, making it easier to follow up with them if they haven’t completed the form.
- User-Friendly Interface:
- The add-on is integrated seamlessly with the Gravity Forms admin interface. The saved partial entries can be accessed from the Gravity Forms Entries page, just like completed submissions, with a clear distinction between completed and partial entries.
- Enhanced User Experience:
- By saving partial entries, users are less likely to lose their data if they leave the page unintentionally. This can increase conversion rates, as users may be more likely to return and complete the form if they know their progress has been saved.
- Store Data for Specific Periods:
- Partial entries are stored in the database until the form is submitted or expires. This gives users flexibility to return and continue filling out the form at their convenience.
- Ability to Delete Partial Entries:
- Administrators can delete any partial entries from the database, giving them control over form data and keeping the entries section organized.
Benefits of Using the Gravity Forms Partial Entries Add-On
- Prevents Data Loss:
- One of the primary benefits of this add-on is the prevention of data loss. Many users abandon forms before submission, and without partial entry saving, their input is lost. With this feature, the data is saved, allowing users to complete the form at a later time.
- Improved Form Conversion Rates:
- By saving users’ progress, you make it easier for them to return and finish filling out the form. This could lead to higher completion rates for forms that are long or require multiple steps, which is especially important for forms related to lead generation, registrations, or surveys.
- Better Follow-Up Opportunities:
- With partial entries, you have the option to follow up with users who started filling out a form but did not complete it. You can reach out to encourage them to return and finish their submission, improving the chances of conversion.
- Greater Insight into Form Usage:
- Tracking partial entries gives you valuable insights into how users interact with your forms. You can identify fields that are frequently left blank or areas where users abandon the form, helping you optimize the user experience.
- Reduces Form Abandonment:
- Forms with many fields or a longer submission process often lead to user frustration and abandonment. By saving partial entries, users are more likely to complete the form at a later time, reducing abandonment rates.
- Customizable Notifications:
- By receiving email notifications when a partial entry is saved, administrators can stay informed about incomplete submissions. This allows them to follow up and ensure that users complete the forms when necessary.
- Ideal for Complex Forms:
- For forms that require users to fill out a lot of information, such as surveys, quizzes, or multi-step forms, the Partial Entries Add-On can be a real game-changer. It ensures that users don’t lose their data and are encouraged to return and complete the form.
- Improved User Engagement:
- By offering a way for users to save their progress, you can increase user engagement. When users feel that they won’t lose their progress, they are more likely to return and finish the form, leading to a more positive experience.
How to Use the Gravity Forms Partial Entries Add-On
- Install and Activate the Add-On:
- Install the Partial Entries Add-On via the Gravity Forms Add-On Manager. After activation, the functionality will automatically be enabled on all your Gravity Forms.
- Configure Partial Entry Settings:
- Once the add-on is activated, navigate to the form settings and configure options for saving partial entries. You can define when partial entries should be saved and customize email notifications to be sent when a partial entry is submitted.
- Enable Automatic Saving:
- By default, the add-on saves form data automatically as users fill out the form. Ensure the "Save Partial Entries" option is enabled in the form settings.
- Review Partial Entries:
- Go to Entries under the form's settings to view partial entries. You will see a clear distinction between completed and partial entries.
- Manage Partial Entries:
- You can manage partial entries by either following up with users or sending them a link to complete their form submission. Additionally, you can delete unnecessary partial entries from the system.
- Follow Up and Complete Forms:
- If you want to follow up with users who submitted partial entries, use the information saved in the form to reach out via email or other means, encouraging them to complete the form.
Use Cases for the Gravity Forms Partial Entries Add-On
- Lead Generation Forms:
- For businesses that rely on lead generation forms, the Partial Entries Add-On ensures that even if a user doesn’t complete the entire form, their contact information is saved for follow-up. This can increase the chances of completing a lead form in the future.
- Survey and Feedback Forms:
- For longer surveys or feedback forms, users may need to return later to finish. The Partial Entries Add-On lets users save their progress, ensuring you don’t lose valuable feedback.
- Event Registration Forms:
- Event registration forms that require detailed information, such as attendees' contact details, ticket preferences, and payment information, can benefit from partial entries. Users can start the registration process, save their progress, and return to complete it later.
- Application Forms:
- Many application forms, such as job applications or grant applications, require users to input a significant amount of information. The Partial Entries Add-On makes it possible for applicants to save their progress, allowing them to return and finish the form without losing data.