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How to Restrict Your WordPress Forms to Logged-in Users Only

Are you looking for an easy way to restrict your WordPress form submissions to logged-in users only?

If you have a membership site, online store, or another type of website that has registered users, then you may want to restrict certain forms access to only logged in users.

In this article, we will show you how to restrict your WordPress forms access so only logged in users can fill out and submit them.

Restrict Form Access in WordPress

When and Why You Need to Restrict Access for WordPress Forms?

There could be a number of scenarios when you would need to restrict access to certain WordPress forms to logged-in users only.

For example:

  • You may be hosting a private members event, and you only want registered users on your site to RSVP.
  • You may restrict access to support for members only, and by restricting it to logged-in users only, you can dynamically populate certain information from their profile.
  • You might want to run an employee survey or poll, and you want to restrict access to your internal team only.
  • You are running a customer NPS survey that you only want to be submitted by logged-in users only.
  • You might have a special prize claim form that you want to be accessed by only certain logged-in users.

These are just some examples, but there could be literally hundreds of other use cases where you want to restrict form access to registered users only.

With that said, let’s take a look how to restrict your WordPress form access to logged-in users only.

Method 1: Restrict Form Access with WPForms Form Locker Addon

This method is easiest and most powerful, so we recommend it for all beginner users. We will use the WPForms plugin and their Form Locker addon to completely lock down WordPress form access.

WPForms is the best WordPress form plugin used by over 2 million websites. It was created by WPBeginner’s founder, Syed Balkhi, to have all the features we needed for running our business.

The first thing you need to do is install and activate the WPForms plugin. For more details, see this step by step guide on how to install a plugin in WordPress.

Upon activation, you need to enter your license key and then add over to the WPForms » Addons page to install the Form Locker Addon.

WPForms Form Locker Addon

Now you’re ready to create a new form that has restricted access for logged-in users.

To do this, go ahead and create a new form by going to WPForms » Add New. This will open the WPForms form builder where you will be presented with the option to either choose a form template or start with a blank one.

WPForms drag & drop form builder is extremely easy to use, so you can add or remove fields and customize the form to your liking.

WPForms Form Builder

Once you have added all the necessary fields, you need to go to the Settings Tab and click on Form Locker.

WPForms Form Locker Settings

On this tab, you will see the option to enable password protection for your WordPress forms, set total entry limits, enable form scheduling, and enable restricting entries to logged-in users only.

Form Locker Logged in User Only

Once you check the box, you will see a new Message field where you will need to draft a message that will appear to all users who are not logged in to your site.

WPForms Form Locker Restrict Access Message

Once done, you can tweak other form settings that you might need and then click the Save button.

Now you can embed this form on any WordPress post or page on your site by using the WPForms shortcode in the Classic Editor or by using the WPForms block in the Gutenberg editor.

Simply go to Post or Pages, and then click on the Plus icon to select a block. Next, type WPForms in the block search.

Add WPForms block to WordPress post or page

Once the WPForms block is added, select your form to embed and you’re done. Congratulations, you have successfully created a WordPress form that’s restricted to logged-in users only.

Method 2: Restrict Form Access with Password Protected or Private Pages

Another way to restrict form access in WordPress is by using the default WordPress visibility settings. You can use this method with the free version of WPForms or any other contact form plugin.

Simply create a Page or Post where you want to embed the form. After that click on the Visibility settings on the right panel.

WordPress Page Visibility Settings

You have the option to either make the whole page private or make the whole page password protected.

Private pages can only be seen by the Administrators and Editor level users on your website.

If you set a password for the page, then you will have to share that password with everyone who you want to give access to.

While this method works, there are several downsides to it.

First, the entire page is hidden not just the forms area. You lack the finer controls, and there’s no way for you to see which logged-in user submitted the form (if you’re using the password protected setting).

Method 3: Use Advanced Membership Plugins to Restrict Form Access

If you’re using an advanced WordPress membership plugin like MemberPress, then it comes with a lot of access control features built-in.

You can simply go to MemberPress » Rules to create a new permissions rule.

Add new rules in MemberPress

The rule edit page allows you to select different conditions and associate them to a membership plan.

For example, you can select all content that matches a particular tag or category to be available only to members with the silver subscription plan.

Add a rules set to MemberPress

You can also create more specific rules. For example, a single post or page, child pages, or a specific URL.

Once you have set the rules, you can use it in combination with any WordPress contact form plugin to restrict form access to logged-in users only.

For more details, see our step by step guide on how to restrict content access in WordPress.

We hope this article helped you learn how to restrict your WordPress forms to logged-in users only. You may also want to see our list of best WordPress plugins for business websites.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.



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Get 73 Premium WordPress Themes for Free with WPForms Bundle

We have partnered with CSSIgniter and WPForms (our sister product) to create a limited-time unique bundle offer for WPBeginner users where you can get 73 premium WordPress themes and premium plugins for free.

CSSIgniter Bundle Deal

Note: This is a crazy good deal, so we are only going to keep it live for the next 7 days or until we run out of voucher codes (whichever happens first). If you’re interested, then you need to read thoroughly and take action fast!

You probably already know by now that WPForms is the best WordPress form plugin in the market. It comes with powerful features like drag & drop form builder, surveys, polls, smart conditional logic, email marketing forms to grow our list, payment forms to grow your business, guest post submission, form abandonment, and so much more. Simply put, WPForms makes building online forms easy. This is why over 1 million websites trust WPForms to create their forms.

If you’re not using WPForms Pro, then you’re missing out on easy opportunities to grow your business.

To help you experience the WPForms difference and grow your business, we have created a special bundle offer for WPBeginner readers. For the next 7 days, if you purchase any WPForms premium plan, you will also get:

  • 73+ Premium WordPress themes from CSSIgniter (see preview)
  • 6 Premium Plugins from CSSIgniter (including MaxSlider, EventIgniter, and AudioIgniter).
  • 40 pre-made templates for the popular Elementor page builder (Elemontorism)
  • 15 pre-made templates for the popular Divi Page Builder (DiviKit)
  • Access to PSD and HTML files for each template
  • Access to all new themes that CSSIgniter releases for the next year

Now each of these premium WordPress theme individually costs $49 which makes the total value of the package over $3,577. But you can get it for free with a purchase of any WPForms premium plan.

WPForms premium plan range from $49 (basic features) to $199 (all Pro features).

If that wasn’t a good enough deal already, you can use the WPForms coupon code: SAVE20 to get an additional 20% OFF.

You’re probably thinking this deal is too good to be true – what’s the catch? There’s no catch!

The only caveat is that we can’t offer this deal forever, and we only have limited vouchers for the bonus offer.

So you need to ACT FAST!

Here’s how to take advantage of this special offer before it runs out:

1. Buy any WPForms premium license.

Buy WPForms to Claim This Special Offer

2. Send WPBeginner a copy of your purchase receipt.

After you complete your purchase, simply send an email to WPBeginner support with a copy of your purchase receipt.

We will send you the voucher code to redeem the special bonus worth over $3,577!

What are you waiting for? Go ahead and take advantage of this offer before it runs out because it will!

We hope that you enjoy this super exclusive deal, and we look forward to bringing you more amazing offers like this in the future!



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16 Best WordPress Plugins for Nonprofits

Are you looking for the best WordPress plugins for your nonprofit’s website? Due to tight budget and little technical support, nonprofits need to carefully choose the plugins they use for their website. In this article, we have hand-picked some of the best WordPress plugins for nonprofits.

WordPress Plugins for Non-Profits

1. Give

Give

Give is a WordPress plugin for non-profits to accept online donations. Give makes it easy to add payment gateway, add donation forms, and easily manage donations from your own WordPress dashboard.

It also shows you stats about your donations and you can easily integrate with other services like PayPal, MailChimp, Aweber, etc.

2. WPForms

WPForms

WPForms is the most beginner friendly contact form plugin for WordPress. It comes with a free version called WPForms Lite, which is perfect for small organizations, non-profits, and personal use.

WPForms also comes with a paid option, which allows you to create a donation form which can connect your forms with your MailChimp, AWeber, PayPal, and Stripe accounts.

3. OptinMonster

OptinMonster

OptinMonster is the best lead generation tool in the market. It helps you convert website visitors into subscribers and donors.

OptinMonster comes with lightbox popups, slide in popups, sidebar sign up forms, welcome gates, and much more. See how OptinMonster helped us increase our email subscribers by 600%.

4. Yoast SEO

Yoast SEO

Yoast SEO is the complete WordPress site optimization tool. It allows you to optimize your posts and pages for search engines and eliminates the need to install countless other plugins. It is easy to install and setup Yoast SEO plugin. See why we use Yoast SEO on all our websites.

5. Google Analytics by Yoast

Google Analytics for WordPress

Google Analytics provides you insights into how users reach and use your website. It tells you where your users are coming from, what pages they are looking at, how much time they spend on your site. It also provides a wealth of information about user behavior and can be effectively used to measure your conversion goals. Google Analytics by Yoast allows you to easily add Google Analytics into your WordPress site and manage it from your own dashboard.

6. Sucuri Free Scanner

Sucuri

Any website on the internet can become a target of hacking attempt or malicious code. WordPress sites are no exemption. With Sucuri free scanner, you can scan your WordPress site for malicious code and malware and then clean your WordPress site.

See how Sucuri helped us block 450,000 WordPress attacks in 3 months.

7. Testimonials Widget

Testimonials Widget

Testimonials Widget makes it super easy to add social proof on your WordPress site. It allows you to manage testimonials in your WordPress admin area. You can display these testimonials anywhere on your WordPress site. The plugin also comes with a testimonials widget, that you can add to a sidebar.

8. BackupBuddy

BackupBuddy

Backups are your first defence against any online mishap. BackupBuddy provides complete backup solution for your WordPress site.

It automatically creates database and file backups and saves them on cloud storage at predefined schedules. BackupBuddy also makes it easier for you to restore your site from backups or move it to new server.

See our guide on how to keep your WordPress content safe with BackupBuddy.

9. TablePress

TablePress

WordPress visual editor does not allow you to create tables. TablePress makes it easy for you to create beautiful tables without writing any HTML code.

For more detailed instructions, see our guide on how to add tables in WordPress.

10. Quick and Easy FAQ

Quick and easy FAQs

Want to add a frequently asked questions section for your non-profit? Quick and Easy FAQs plugin allows you to add FAQs with answers and then displays them beautifully on your website. You can display FAQs as simple list, collapsible menus, or in an accordion.

For detailed instructions, see our guide on how to add a frequently asked questions – FAQs section in WordPress.

11. Forget About Shortcode Buttons

Forget About Shortcode Buttons

As a non-profit, you need to create persuasive content with call to action buttons strategically placed across your website. Forget About Shortcodes Button plugin allows you to add beautiful buttons to your WordPress site without using any shortcodes.

For detailed instructions, see our guide on how to add buttons in WordPress without using shortcodes.

12. Simple Calendar – Google Calendar Plugin

Google Calendar Plugin

Want to create a page for church or non-profit events? Google Calendar Plugin makes it easy for you to display a Google calendar on your WordPress site. Your users can then subscribe to your calendar and stay informed about your events.

See our guide on how to add Google Calendar in WordPress for detailed instructions.

13. Floating Social Bar

Floating Social Bar

Spreading the word about your cause is crucial for the success of your non-profit website. Floating Social Bar adds social sharing button to your WordPress posts and pages. It allows your users to easily share content without leaving your site.

See our guide on how to add a floating social share bar in WordPress for detailed instructions.

14. Revive Old Post

Keeping up with your followers on social media can take a lot of your time. Revive Old Post plugin allows you to keep your social profiles active by sharing old posts from your site.

See our guide on how to automatically share your old WordPress posts for more detailed instructions.

15. MapPress Easy Google Maps

Google Maps are a highly effective tool in sharing maps and directions on the web. MapPress provides an easier and simpler way to easily add Google Maps anywhere on your WordPress site. You can use it to add directions, highlight markers, and add layers to your map.

See our article on how to add Google Maps in WordPress for detailed instructions.

16. Polylang

Polylang

Language shouldn’t be a barrier for a non-profit to spread its message. Polylang is a WordPress plugin that makes it a breeze to create multilingual websites in WordPress. It is extremely simple and easy to use. You can add users for different languages, those users will get a WordPress user interface. You users will be able to easily switch languages and browse your site in their native language.

For more detailed instructions see our guide on how to easily create a multilingual WordPress site.

We hope this article helped you find the best WordPress plugins for non-profits. You may also want to see our guide on how to select the perfect WordPress theme for your site.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.



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7 Best WordPress CRM Plugins for Your Business

Are you looking for a WordPress CRM plugin for your business website? A CRM (customer relationship management) system allows you to manage leads and contacts to increase sales or maintain relationship with customers. In this article, we will show you the best WordPress CRM plugins for your business to help you effectively manage leads.

WordPress CRM Plugins

What is a CRM? Do I Need a CRM plugin for WordPress?

The most important goal of running a business website is to increase sales and offer better service to your customers. For this you need a system to manage customer relationships.

A CRM (customer relationship management tool) allows you to manage customer information in one location. It also provides you valuable insights into your business’s history with the customer.

There are many third party platforms that can be used as a CRM for your site. However, wouldn’t it be great if you could integrate a CRM right into your WordPress site?

Having said that, let’s take a look at some of the best WordPress CRM plugins that you can try on your business website.

1. UkuuPeople

UkuuPeople

UkuuPeople makes it easy to use a CRM system right inside your WordPress site. It claims to make CRM system simple for WordPress site owners.

UkuuPeople helps you manage your contacts in a master list. You can then segment your contacts into tribes (groups) and initiate interactions with them using touchpoints. You can add team members, assign them tasks, schedule meetings, from your WordPress dashboard.

The core plugin is available for free. It also offers paid addons to integrate your UkuuPeople CRM with MailChimp, Gravity Forms, Google Apps, etc.

2. WP-CRM

WP-CRM

WP-CRM extends the built-in WordPress user management system and allows you to add custom meta data. It comes with easy to use forms for the front-end, that can be easily added into your pages. It also comes with powerful filtering features which allow you to sort customers based on the custom attributes you add.

The core plugin is free, but it also comes with paid addons to extend the functionality.

3. WordPress-to-lead for Salesforce CRM

WordPress to Salesforce CRM

If you are using Salesforce CRM to manage your business contacts, then WordPress to Salesforce CRM plugin is the way to go. It connects your WordPress site to your Salesforce CRM account.

It also allows you to easily manage leads captured through your website and syncs them with your Salesforce CRM account. The plugin also comes with easy to add forms for WordPress posts and pages.

4. UpiCRM

UpiCRM

UpiCRM is a free standalone WordPress CRM plugin. It works with your WordPress contact form plugins to manage and capture leads inside WordPress. It comes with a powerful user management system that allows you to assign leads, group contacts, send emails, etc.

It also works well with your Google Analytics and provides you detailed insights into user activity on your website.

5. WP-CRM System

WP-CRM System

WP-CRM system promises to be a fully featured CRM. It allows you to manage your contacts, projects, and tasks from WordPress admin area. It has support for teams, groups, projects, and task management.

The plugin also offers integration with contact form plugins, Slack, and Zendesk connect as paid addons.

6. Presspoint CRM

Presspoint

Presspoint is a paid WordPress CRM solution with great set of features and functionality. It comes with email automation, e-commerce, opportunity management, events, and custom forms built right into your WordPress site.

Some other unique features of Presspoint are customer directories, content restrictions, and custom profiles. It allows you to create unique profiles for every user if you need.

7. WPForms

WPForms

Not sure how to use a CRM for your business? Perhaps you would like to checkout WPForms. It does two basic things that any good CRM would do for your WordPress site. First it allows users to contact you through a contact form that you can add anywhere on your site.

Secondly, it stores all contact form entries in your WordPress database. You can go back to your entries and see when each customer contacted you.

We hope this article helped you find the best WordPress CRM plugin for your website. You may also want to check out our list of 24 must have WordPress plugins for business websites

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.



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How to Create a Multi-Page Form in WordPress

Recently, one of our users asked us how to create a multi-page form in WordPress? Multi part forms allow you to collect more information without scaring the users away. In this article, we will show you how to create a multi-page form in WordPress.

Creating a multi-page form in WordPress

Why and When You Need Multi-Page Form in WordPress?

Forms are the easiest way to collect data and get in touch with your users. Whether it is a contact form, email capture form, or a simple survey.

However, lengthy forms are daunting for users and increases form abandonment.

To overcome this issue, user experience experts recommend multi-page forms. This way form fields are broken into sections and pages.

A multi-step checkout page example

With a progress bar on top and fewer fields on screen, users feel more at ease filling out the form. It provides a more engaging and interactive experience to your users.

Having said that, let’s see how to easily create a multi-page form in WordPress.

Video Tutorial

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If you don’t like the video or need more instructions, then continue reading.

Creating A Multi-Page WordPress Form with WPForms

We will be using WPForms which is the most beginner friendly contact form plugin for WordPress. You will need at least the Basic license which costs $39.50.

You can use the WPForms coupon: SAVE50 to get 50% discount on your purchase of any WPForms plan.

First thing you need to do is install and activate the WPForms plugin. For more details, see our step by step guide on how to install a WordPress plugin.

Upon activation, you will need to enter your license key. You can get this key by signing into your account on WPForms website.

Copy the license key and then visit WPForms » Settings page on your WordPress site. Paste the license key and then click on the verify key button.

WPForms license key

After verifying your license key, you are now ready to create your first multi-page form in WordPress.

Simply go to WPForms » Add New page, and it will launch the Form Builder.

Adding a new form in WPForms

Provide a title for your form and then select one of the templates shown below. WPForms offers ready-made form to speed up the form creation process.

You can choose the one that closely matches your form requirements or choose a blank form. Clicking on a template will launch the form editor.

Form editor in WPForms

Simply click on the fields from left column to add them into your form. After that click on a field in the form to edit it. You can also drag and drop form fields.

Adding form fields in WPForms

After adding a few form fields, you are ready to add a new page to your form. Click on the Pagebreak field under fancy fields sections from the left column.

Adding pagebreak field

You will notice that WPForms will add a pagebreak marker to the bottom and a first page marker at the top of the page.

It will also push the submit button to the next page, and your first page will now have a ‘Next’ button instead.

Click on the first page marker at the top to edit your multi-page form properties. In the left hand column, you can select a progress bar type. WPForms allows you to use a simple progress bar, circles, connector, or no progress indicator at all.

Edit first page marker to select progress bar type

For this tutorial, we will be using Connectors as progress bar. You can also choose the color of your page indicator. Lastly, you can provide a title for the first page.

Now you need to click on the pagebreak marker to edit its properties. Here you can provide a title for the next page. You can also edit the text to display on the Next button.

Edit page title and next button text

You can continue adding form fields after the pagebreak. If you are using the PRO version of WPForms, then you can also use conditional logic to show and hide form fields based on user responses.

After adding more fields, you can add more pagebreaks if you need.

Once you are done creating your form, click on the save button on the top right corner of the screen.

Congratulations, you have successfully created your first multi-page form.

Adding Your Multi-Page Form into WordPress Posts and Pages

WPForms makes it super easy to add forms into WordPress posts and pages.

Create a new post/page or edit an existing one. On top of the post editor, you will see an ‘Add Form’ button.

Add form button

Clicking on it will bring up an insert form popup.

Select your form from the drop down list and then click Add Form button.

Select and insert your multipage form

You will notice WPForms shortcode added into your post/page. You can now save or publish this post or page.

Visit your website to see your multi-page form in action.

Preview of a paged form in WordPress

We hope this article helped you add a multi-page form in WordPress. You may also want to see our guide on how to add a contact form popup in WordPress.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.



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