RegistrationMagic Starter Guide

Thank you for installing RegistrationMagic. Our team has come up this quick and easy to follow Starter Guide. With the help of this guide, you’ll begin working with RegistrationMagic like a pro in no time.

Saddled up your horses already? Let’s begin with…

Create Registration Form

Coming back to the most pertinent question – How to add a registration form to a frontend WordPress registration page? Once RegistrationMagic is installed and active, a new admin menu item will appear inside your WordPress dashboard, titled RegistrationMagic. This menu item allows you access to important internal features of RegistrationMagic. While there are multiple submenu items attached to it, the first and the most important one is the All Forms menu item, which will open automatically each time you click on RegistrationMagic menu item.

Quick Create Form (Option 1)

All Forms menu item is connected to the All Forms page which presents a card view of all the forms created using RegistrationMagic. When you first install RegistrationMagic, the forms view may look rather spartan, but it is designed to organize and manage hundreds of forms, if you ever wish to.

Notes that the view will look differently (below) if you have switched the view of ‘All Forms’ to ‘Cards View’ (optional). We recommend that you create your first form from the ‘List View’ screen, as shown above.

Please note, there will be a Login Form pinned at the beginning of the forms view; the Login Form cannot be deleted. Although using RegistrationMagic’s login form is optional, it allows you many advantages above a generic login form like high degree of configurability, security features, data logging etc.

For now, let us focus on creating forms.

On top left of the page, right beneath the page title All Forms, you will find a link to create a new form. Once you click on it, a popup will appear.

Once this popup appears, there are a few things you can do to personalize your upcoming form. Firstly, you must enter a name for your form, with which you can later easily identify the form. This guide assumes the form name is set to My Registration Form.

Secondly, right below the text box to enter form name, you can see an additional checkbox option Turn off user registration for this form. If you check this option, the form will not create WordPress user account for the users submitting this form. Checking it will also not add username and password fields to your form.

As soon as you click the Save and Close button, All Forms page will refresh and you will find a new form with the name you entered in the popup (My Registration Form in this case), right next to the Login Form.

As you can see, the minimum it takes to create a form is to set its name. But it will be a very bare-bone form with hardly any functional value. Therefore, you must add fields to it.

Create from Form Templates (Option 2)

Clicking on Start Now! under the section Looking for form templates? in the new form popup will redirect you to a questionnaire based form creation wizard which will help you configure essential form settings before finally saving it. Remember, these settings can also be changed later using the form dashboard. The major advantage of this method is an additional option to select a form template. This allows you to create a form populated with essential fields.

Add Form Fields

At the bottom of the form card on the All Forms card view, you can see couple of action items.

Here’s quick description of these action items and their purpose: Fields allow direct access to form’s Field Manager. You can modify form’s layout from this page. Dashboard redirects you to form’s overview page with access to form statistics and options.

Let’s click on the Fields action item to start adding fields to this form.

The Fields Manager screen shows all the fields that your form currently has. Since this is a new form, you’ll already have an Email field in it. The Email field exists on each form by default and cannot be removed. The Username and Password fields will also be there if it is a registration form you have created. To add more fields to the form, you can click on the Add Field button.

Clicking on the Add Field button will open a popup from where you can select the type of field that you wish to add to your form.

Click on any field type from this list and it’ll open the screen to set the properties of that field. Edit its properties as you like and then click Add to Form. This will then add the field to the form. Please note that all fields when added to a form are added within a row. So you can customize a row to contain up to 4 fields in a horizontal setup. To edit a row, hover your cursor over a field and three options will show up on top of it. Click on the cog icon to open up row settings.

Edit the row settings as you like from the Row Properties popup and the click on the Save button. Other important links to check on the Field Manager screen are the Design and Preview links. The Design screen will allow you to customize the look and feel of the form fields. The Preview link will show you a preview of the form’s appearance on site front-end, without actually publishing the form.

Now that you have fleshed out your form by adding fields, it is time to configure the form.

Configure the Form

You can configure the form from the Form Dashboard. Let’s revisit these optional features later.

Publish the Form

To publish the form on site front-end and make it live for users to register, you’ll need to add the form shortcode to a WordPress registration page. Just go back to the All Forms screen first by clicking on the button at the top left of the Fields Manager screen. On the form card for the form you have created, you’ll see the WordPress shortcode of the form. This will look like:

Copy and paste this shortcode into a WordPress registration page (or post) and publish it. Or, you can choose a form from the dropdown next to the Add Media button, which will add the shortcode for it automatically. Next, you need to add this page to a menu from Appearance -> Menus option from the WordPress Dashboard. The form will now show up on the WordPress registration page the you just created.

So, you have now created a new registration form, added fields to it, and published it on WordPress registration page front-end. That’s great progress! Your site visitors can now register on it with the use of this new registration form.

Although the process of creating a form and then publishing it is now complete, we recommend that you go ahead and have a look at Form Dashboard.

Form Dashboard

Clicking on the Dashboard link from the bottom of the form card, will take you to the Form Dashboard screen. This is where you can configure the settings of your form. Note that global configuration is done from the Global Settings (Left menu item). There are many widgets available on this screen, so let’s explore them one at a time.

Dashboard Widgets

1. Submissions over time: This is a chart showcasing stats of your form visits and actual form submissions. You can filter the results of this chart for specific time range using the Show data for dropdown option.
2. Status: This widget on the side shows the shortcode of the form, it’s visibility to the users, and the form’s creation date. You can also delete the form from this widget.
3. Content: Another one of the widgets on the side, this one shows the number of pages the form has, the number of fields, and the submit button’s label text. You can also duplicate the form from this widget.
4. Stats: In this widget, you can see the stats, such as number of form visits, form submissions, form attachments (only in premium version), conversion rate, and average time. You can also reset the stats from this widget.
5. Quick Toggles: To quickly toggle settings, such as auto WP registration and auto response, use this widget.

Dashboard Sections

6. Build: From this widget, you can visit the Fields Manager and the Design.
7. Configure: Multiple configuration settings are available from this widget. We encourage you to visit each of these configuration settings on your own. Description of what each option does on these configuration settings is explained next to the options themselves.
8. Integrate: From this widget, you can integrate your form with some of the most popular third-party services, such as MailChimp.
9. Publish: Use the settings under this widget to publish your form on the site front-end.
10. Manage: From this widget, you can access all form submission details in one place. As well as emails sent out to the users from RegistrationMagic.
11. Analyze: This widget gives you the options to view analytics for your form. Includes options such as form analytics and field analytics.
12. Automate: The settings under this widget allow you to create automated tasks for user accounts. Includes bulk emails too.

The Form Dashboard widgets are quickly accessible from the All Forms screen, from three dots (…) that are highlighted by hovering your cursor over a form card. (See ‘Build The Form’ section, First Image)

Closing Notes

Before signing off, please note that RegistrationMagic is organized into the following workflows:

Form Workflow: 1. Build 2. Configure 3. Publish
Data Workflow: 1. Manage 2. Analyze 3. Automate

All RegistrationMagic Shortcodes are available in the WordPress Registration Shortcodes list. This concludes our quick Starter Guide on how to create your first WordPress registration page.

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About RegistrationMagic

RegistrationMagic Editorial Staff (rmagic) is a team of WordPress registration experts and major contributor to the development of RegistrationMagic - WordPress User Registration Plugin.

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