WordPress: Add a Form That Outputs to Google Docs
Integrating a form on your WordPress site that directly exports responses to Google Docs can simplify data management and boost productivity. Google Docs is an accessible platform for storing, sharing, and managing data, making it an ideal choice for businesses looking to organize information seamlessly. Here’s a step-by-step guide to setting up a WordPress form that outputs directly to Google Docs.
Step-by-Step Guide to Adding a WordPress Form That Outputs to Google Docs
Step 1: Choose a Form Plugin
To start, you’ll need a form plugin compatible with WordPress that supports integration with Google Docs. Some popular options include WPForms, Gravity Forms, and Formidable Forms. These plugins offer easy-to-use drag-and-drop builders and custom field options.
Step 2: Install and Activate the Plugin
After selecting a form plugin, go to your WordPress dashboard:
- Navigate to Plugins > Add New.
- Search for your chosen plugin (e.g., WPForms).
- Click Install and then Activate the plugin.
Step 3: Create Your Form
Once your plugin is activated:
- Go to the plugin’s menu in your WordPress dashboard.
- Click Add New Form to create a new form.
- Select a template or start from scratch.
- Add necessary fields, such as Name, Email, Message, or any other information you want to collect.
Step 4: Set Up Google Sheets
Since Google Docs doesn’t allow direct input, we’ll use Google Sheets as an intermediary.
- Open Google Sheets and create a new sheet to hold form responses.
- Name your columns based on the information you want from the form (e.g., Name, Email, Message).
- Click Share in the top-right corner and adjust permissions to Anyone with the link can view to allow access from third-party tools.
Step 5: Connect Google Sheets to Your Form
To connect your WordPress form with Google Sheets:
- Go back to your WordPress form plugin.
- Under the Integrations or Addons section, select the Google Sheets integration option.
- Authenticate your Google account and select the sheet you created.
- Map the form fields to the Google Sheets columns (e.g., map Name to the Name column in Sheets).
Step 6: Configure Form Notifications
Most form plugins allow you to configure notifications for each submission. You can set up an email alert to notify you every time someone fills out the form. This feature is helpful for staying updated without constantly checking your Google Sheets.
Step 7: Embed the Form on Your WordPress Site
- Go to the Page or Post where you want the form to appear.
- Click on the Add Block button and select the form block from your plugin.
- Choose your newly created form from the dropdown list.
- Save or publish the page to make the form live on your site.
Your form is now ready to capture data and export it directly to Google Sheets, which can then be easily accessed or shared through Google Docs!
Frequently Asked Questions (FAQ)
1. Why use Google Sheets instead of Google Docs for form responses?
Google Sheets is better suited for data organization and allows for seamless integration with most form plugins, which is why it’s commonly used as an intermediary. You can later transfer data to Google Docs if needed.
2. Do all WordPress form plugins support Google Sheets integration?
No, not all plugins have direct integration with Google Sheets. Plugins like WPForms, Gravity Forms, and Formidable Forms generally support Google Sheets integration or offer add-ons to facilitate it.
3. Can I automate data transfer from Google Sheets to Google Docs?
Yes, you can use tools like Zapier to automate the transfer of data from Google Sheets to Google Docs if you need to present the data in a document format.
4. Will users need Google accounts to fill out the form?
No, users filling out the form on your WordPress site don’t need Google accounts. Only the form creator needs a Google account to enable integration with Google Sheets.