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How to Use WordPress Forms

Updated today

WordPress forms are essential tools used for collecting information from website visitors. These forms can serve various purposes, such as contact forms, survey forms, order forms, registration forms, and more. You can set up forms on your site with different plugins like Contact Form 7 and Gravity Forms. To make sure that forms are working as intended, make sure to follow plugin specific documentation when implementing them. Ensure especially that form email addresses are properly configured and that your domain has all the necessary DNS records for delivering emails successfully.

Notice!

Note that any messages sent as a form are not stored automatically on Seravo's servers, unless a plugin is used for this purpose especially.

DNS Records

By default, a WordPress site will send all its emails through an SMTP service (SendGrid) and is controlled and managed by Seravo. If you wish to manage the sent emails yourself, you can install an SMTP plugin for WordPress and configure it to work with a third-party SMTP service. For SendGrid to work as intended, the domain needs to have the following DKIM and DMARC records included in their zone file:

s1._domainkey 10800 IN CNAME s1.domainkey.u2403587.wl088.sendgrid.net.
s2._domainkey 10800 IN CNAME s2.domainkey.u2403587.wl088.sendgrid.net.
sg 10800 IN CNAME u2403587.wl088.sendgrid.net.
@ 10800 IN TXT "v=spf1 a mx include:sendgrid.net ~all"
_dmarc 10800 IN TXT "v=DMARC1; p=none;"

Protect Forms with reCaptcha

It is recommended practice to secure your forms with reCaptcha plugin to reduce spam. With the help of a captcha plugin, almost all bots and spam comments can be prevented. Some form plugins have their own available integrations for reCaptcha, but this feature can also be enabled with additional plugins. Here is Seravo's guide on how to set up reCaptcha.

Max email attachment size

Generally, the file size limit for attachments in plugins and email services is 25 MB. On the server, the maximum file size allowed by PHP (post_max_size) is 128 MB.

Examples of Form Plugins

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