How to Add a Request to Callback Form in WordPress: A Comprehensive Guide

In today’s digital age, consumers value convenience above all else. Offering a variety of ways for them to get in touch with you is essential for a positive user experience and boosted lead capture. One of the most effective ways to do this is by adding a “request a callback” form to your WordPress website. This allows visitors to easily request a call at their preferred time, catering to those who prefer phone communication. By providing this option, you can enhance conversion rates and capture valuable leads for future sales opportunities.

As a WordPress expert with over 15 years of experience, I’ve seen firsthand how a simple callback form can make a big difference in boosting conversions and customer satisfaction. I’ve also helped countless businesses implement these forms on their websites, and I’m here to share my knowledge with you.

In this comprehensive guide, I’ll walk you through the entire process of adding a callback form to your WordPress site, from choosing the right plugin to customizing and promoting your form. I’ll also provide bonus tips on managing callback requests to ensure a seamless and positive experience for both you and your potential customers. Let’s dive in!

Why Add a Callback Request Form in WordPress?

Visitors interested in your product or service may want to connect with you for more information. While some prefer live chat or email, others find phone communication more convenient. You can add a “Click to call” button on your WordPress website to allow users to dial your business phone number.

However, not all small businesses can afford a 24/7 phone service with dedicated staff answering every call. A request to callback form solves this problem. Instead of talking to a representative immediately, customers can leave their phone numbers and preferred times to be called back. You can then contact them during your business hours.

Here are some key benefits of implementing a callback form:

• Improved customer support: Offer a more responsive and personalized customer experience by allowing customers to schedule a call at their convenience.
• Increased lead capture: Convert more visitors into leads by capturing their contact information, including their phone number, and preferred times for you to call back.
• Enhanced user experience: Provide a convenient and user-friendly way for visitors to contact you, improving overall website experience and visitor satisfaction.
• Better lead qualification: By asking for preferred times to call, you can gather valuable insights about their schedule and urgency, helping you qualify leads more effectively.

How to Add a Request to Callback Form in WordPress

The simplest way to add a callback request form to your WordPress site is by using WPForms. It’s the best WordPress form builder plugin on the market, allowing you to easily add any kind of form to your WordPress website. Over 6 million websites are using WPForms to create better forms.

Step 1: Install and Activate WPForms

First, you need to install and activate the WPForms plugin. For more detailed instructions, see our step-by-step guide on how to install a WordPress plugin: https://www.wpbeginner.com/beginners-guide/how-to-install-a-wordpress-plugin/

Note: If you’re on a budget, you can use WPForms Lite, which is completely free to create a callback form. However, you’ll need the premium version of the tool to access the Phone form field.

Step 2: Enter Your License Key

Upon activation, visit the WPForms » Settings page and enter your license key. You can find this information in your account on the WPForms website.

Step 3: Create a New Form

Go to WPForms » Add New from the WordPress admin sidebar. This will take you to the “Select a Template” page. Start by typing a name for your form.

Next, select the “Simple Contact Form” template to begin building your callback request form. This will launch the WPForms form builder, where you’ll see form fields in the left column and a live preview of your form to the right.

Step 4: Add Form Fields

Drag and drop the form fields you want from the left column to add them to your form. Here’s what I recommend including:

• Name: Collect the user’s full name to personalize your communication.
• Email: Capture their email address for future communication and marketing efforts.
• Phone: This is essential for the callback request! Use the Phone form field (available in the premium version of WPForms).
• Date/Time: This allows users to specify their preferred time for you to call them back. Make sure to set the format to “Date and Time” for best results.
• Message: Include an optional text area where users can provide additional information or questions.

Step 5: Edit Form Fields

Once you’ve added the fields, you can edit them by clicking on them. This will open up the “Field Options” tab in the left column. From here, you can:

• Change the field label and description.
• Modify the format, field size, and placeholder text.
• Toggle the “Required” switch to make specific fields mandatory.

Step 6: Save Your Form

Don’t forget to click the “Save” button at the top to store your form settings.

Step 7: Add the Form to Your WordPress Site

WPForms makes it easy to add forms to any WordPress page or post. Open an existing or new page/post from the WordPress admin sidebar.

Click the “Add Block” (+) button at the top left corner of the screen to open the block menu. Locate and add the WPForms block into the block editor.

Select the form you created earlier from the dropdown menu. WPForms will automatically load a preview of your form in the content area.

Finally, click the “Update” or “Publish” button to save your changes.

Note: If you’re using the classic editor on your WordPress site, you can add the form by clicking on the “Add Form” button above the post editor. This will open the “Insert Form” prompt, where you can choose a form from the dropdown menu.

Step 8: View Your Form

Now, you can visit your WordPress website to see your request to a callback form in action.

Customizing Your Callback Request Form Settings

You can edit and customize your callback request form at any time to fit your needs. To do this, go to WPForms » All Forms from the WordPress dashboard and click the “Edit” link under the form you created earlier.

This will open the form builder interface, allowing you to edit your form, add or remove fields, change labels, and more.

Configure Notifications for Request to Callback Form

By default, WPForms uses your site’s administrator email to notify you when a user submits the form. However, you can easily send these notifications to any other email address or set up confirmation notification emails for users.

To configure notifications, switch to the “Notifications” tab in the left column. Make sure the “Enable Notifications” toggle is turned on. If you turn this off, you won’t receive any notifications.

Change the email address where notifications are sent by typing a different email into the “Send To Email Address” box.

You can also click on the “Add New Notification” button to create custom notifications. This is useful if you want to notify the user that you have received their callback request.

After clicking the “Add New Notifications” button, WPForms will ask you to provide a name for the new notification and then show you the notification settings. You can click on the smart tags to enter the value submitted by the user in the form fields, like Name or Email.

You can also type an email body in the “Message” section. For detailed instructions, you may want to see our beginner’s guide on how to send notifications to multiple recipients in WPForms: https://www.wpbeginner.com/plugins/how-to-send-notifications-to-multiple-recipients-in-wpforms/

Once you’re done, click the “Save” button to store your form settings.

Customize the Form Submission Message for Visitors

You can also customize the form submission message that appears on the viewer’s screen after submitting the callback request form.

When visitors enter their details and submit the form, a default message is displayed. You can change this to show a custom success message or redirect users to any post or page on your website.

To customize the confirmation message, switch to the “Confirmations” tab from the form settings in the left column.

Next, choose what happens when a user submits the form under the “Confirmation Type” dropdown menu. If you choose the “Message” option, you’ll need to type a success message into the “Confirmation Message” textbox.

If you select the “Go to URL (Redirect)” option, you can type the URL for the page you want your users to be redirected to after filling out the form.

Once you’re done, click the “Save” button to store your settings.

You can now go ahead and test your form by filling it out. Based on your confirmation settings, WPForms will then show you the success message or redirect you.

How to View ‘Request to Callback’ Form Submissions in WPForms

The best thing about using WPForms is that it automatically saves all the form submissions to your WordPress database. This means you can easily view form entries even if you don’t receive email notifications.

To view form submissions, go to WPForms » Entries from the WordPress admin area and click on the form you created earlier.

This will take you to a new page where you’ll see a list of entries submitted by your users along with their details. From here, you can even organize your entries by using the star icon to highlight important entries. You can also use the green circle to mark entries as “Read”.

You can view, edit, and delete the details of each entry by clicking the links in the right corner of the entry rows. You can also add notes to individual form entries, which helps you keep track of leads and create notes for follow-up requests.

Promoting the Callback Request Form on Your Website

Now that you’ve created a callback request form for your website, you want to promote it so that users can easily find and take advantage of this service. This is where OptinMonster comes in. It’s the best lead generation tool on the market that allows you to easily convert website visitors into leads and paying customers.

OptinMonster works well with WPForms and allows you to embed your forms into popups, slide-ins, fullscreen popups, and more. For further instructions, please see our tutorial on how to create a contact form popup in WordPress: https://www.wpbeginner.com/plugins/how-to-create-a-contact-form-popup-in-wordpress/

Moreover, OptinMonster comes with powerful display rules, allowing you to display the callback form to users when it is most effective, making it the best email capture plugin. For example, you can only show a callback form to users in a specific region or country or when visitors are viewing a specific page on your site.

Bonus: Find a Reliable Business Phone Service

Once you’ve created a request to callback form, you’ll also need to find a reliable business phone service to enhance the user experience. Many businesses use their landlines or mobile numbers to conduct business and answer customer phone calls. However, this isn’t the most effective solution. Conventional phone services lack advanced call management features, which are essential for businesses to offer a better customer experience.

I recommend using Nextiva in your business. They are the best business phone service provider on the market and allow you to manage your business calls using VoIP (Voice over Internet Protocol). You can use it with any device, including your mobile phone, desk phone, laptop, or tablet. You can also choose the number from any region and share it with different team members. Nextiva also includes smart features such as call forwarding, voice messages, automated responses, ringtones, and more. The voice quality is better, too, and it’s way cheaper than traditional phone services.

Conclusion

Adding a request to callback form to your WordPress website is a simple yet effective way to improve customer support, capture more leads, and boost conversion rates. WPForms makes creating and customizing these forms a breeze, and OptinMonster helps you promote them strategically to maximize their impact. By implementing a callback form, you can provide a more convenient and user-friendly experience for your visitors while increasing your lead generation and sales potential.

FAQs

What is a callback form, and why is it important?

A callback form allows website visitors to request a phone call at a time that is convenient for them. This is important because it offers a more personalized and efficient way for customers to connect with you, improving customer satisfaction and increasing lead capture.

How do I create a callback form in WordPress?

The easiest way to create a callback form in WordPress is to use a form builder plugin like WPForms. WPForms provides a user-friendly interface that allows you to easily create and customize a callback form by adding fields for name, email, phone number, and preferred time for a call back. You can then embed the form on any page or post on your website.

What are the essential fields to include in a callback form?

The essential fields for a callback form include:

• Name: To personalize your communication.
• Email: For future communication and marketing efforts.
• Phone: For the callback request.
• Date/Time: To allow users to specify their preferred time for you to call them back.

How can I customize the form submission message?

You can customize the message that appears after a visitor submits the callback form. You can choose to display a custom success message or redirect users to another page on your website. These options are available in the “Confirmations” tab of the form settings in WPForms.

How do I manage callback requests?

WPForms automatically saves form submissions to your WordPress database. You can view, edit, and delete form entries from the “WPForms » Entries” page. This gives you an easy way to manage callback requests and ensure you’re contacting leads promptly.

How can I promote my callback form on my website?

You can use tools like OptinMonster to promote your callback form. OptinMonster allows you to embed the form into popups, slide-ins, and other engaging formats. You can also use targeted display rules to show the form to specific types of visitors or on particular pages of your website.

Can I use a free form builder plugin to create a callback form?

Yes, you can use a free form builder plugin like WPForms Lite to create a basic callback form. However, you’ll need the premium version of WPForms to access the Phone form field, which is essential for capturing phone numbers for callback requests.

What are some reliable business phone services I can use?

Nextiva is a popular and highly-rated business phone service provider that offers VoIP solutions. They provide a range of features like call forwarding, voice messages, automated responses, and more. Nextiva offers a cost-effective alternative to traditional phone services with excellent voice quality.

How can I make my callback form more effective?

Here are some tips to make your callback form more effective:

• Keep the form concise and easy to complete.
• Use clear and concise language.
• Make the form visually appealing.
• Provide a clear call to action.
• Use targeted display rules to show the form to the right audience.

Are there any other alternatives to using WPForms?

While WPForms is an excellent choice for creating callback forms, other form builder plugins are available, including Gravity Forms, Formidable Forms, and Ninja Forms. Each plugin has its strengths and weaknesses, so you can choose the one that best suits your needs and budget.

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