How To Easily Create a Contact Form Popup in WordPress

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contact form popup

Do you want your website visitors to contact you online? Want to know how to create a contact form popup for your WordPress website?

Contact forms help visitors get in touch with you easily. But many visitors don’t even visit the contact page or refrain from filling out a form if it’s too long.

Triggering a simple contact form as a popup is a good solution to solve this problem. A contact form triggered as a popup makes it easier for people to fill out the form, no matter where they are on your site. And they can share their feedback directly with you through the popup form.

Creating a WordPress contact form popup is easy and requires 2 addons:

  1. An easy-to-use contact form plugin.
  2. A powerful popup plugin.

In this post, I’ll walk you through the steps you need to follow to create a contact form popup for your WordPress site. In the end, I’ll also show you how to add a popup to a WordPress menu to help you boost your conversions.

Here’s everything that I’ll cover in this blog:

Creating a Contact Form in WordPress

The first thing you’ll need is a contact form that you can embed inside the popup.

With so many contact form plugins available, finding the right one for your needs can be challenging.

For this article, I’ll go with WPForms because it’s easy to use, lightweight, and has over 13,000+ 5-star reviews on WordPress.org.

Here is why I prefer WPForms over other plugins:

  • Free: WPForms plugin is available for free, with premium versions available for more advanced features.
  • Ease of use: It’s user-friendly and comes with an easy-to-use drag-and-drop builder.
  • Templates: You get 1500+ pre-built form templates to save you time.
  • Integrations: WPForms integrates with all the popular email marketing tools like Constant ContactMailchimp, and Aweber.
  • Security: WPForms comes with a variety of spam-blocking tools to prevent contact form spam.

Now that you know why WPForms is the best form widget, let’s take a look at how to create a form with it.

Here is what the contact form popup will look like at the end of this tutorial:

contact form popup

Step 1: Install and Activate the WPForms Plugin

The first step is to install the WPForms plugin.

If you’re installing a plugin for the first time, check out this beginner-friendly guide on installing a WordPress plugin.

Open your WordPress dashboard and click on Add New Plugin from the Plugins menu:

contact form popup

Search for ‘WPForms’ in the search box located at the top-right of the webpage:

WordPress contact form popup

Install and activate the plugin:

contact form popup

Next, it’s time to create a new contact form.

Step 2: Create a Contact Form with WPForms

Go to WPForms in your WordPress menu and click on Add New:

contact form popups

Here, you’ll need to assign your form a name and choose a template.

I’ll start by giving my contact form a name:

contact forms popup

For the template, I’ll select the Simple Contact Form option. Click on the Use Template button to get started:

contact form popup

This will open up the drag-and-drop form builder on your screen:

contact form popup

By default, this template has 3 fields: first name, last name, and email address.

If you want to add new form fields, just drag them from the left-hand side and drop them in the form.

For example, I added the Single Line Text field to the form:

contact form popup tutorial

Now people trying to contact you can write the reason why they are contacting you.

Next, click on the Save button on the top-right of the screen to save your changes:

how to create contact form popup

Now, click on the Embed tab right next to the Save button to get the form shortcode:

contact form popup

This will trigger a modal popup with various options:

contact form popup

I’ll go with the ‘use a shortcode’ option. I’ll copy the shortcode for later:

contact popup form

The shortcode will allow me to easily embed the form into the popup that I’ll create next.

And that’s it! The contact form is now ready for use.

Step 3: Install and Activate OptinMonster Popup Plugin

For this tutorial, I’ll use OptinMonster as our popup maker plugin:

contact us popup form

OptinMonster is the best WordPress popup plugin for growing email subscribers and increasing your online sales. Its drag-and-drop builder makes it easy to embed the contact form inside the popup.

If you’re using OptinMonster for the first time, sign up for an account

And follow the same steps for installing the OptinMonster plugin as we did for the WPForms plugin:

  • Go to Add New Plugin from the Plugins menu.
  • Search for ‘OptinMonster’ in the search box located at the top-right of the page.
  • Install and activate the plugin.

how to create a contact us popup in WordPress

Once you activate the plugin, you’ll see a setup wizard for connecting OptinMonster to WordPress:

how to create a WordPress contact us form

Click on the Launch the Setup Wizard button to complete the setup process.

With this step, you’ve successfully completed the first half of this tutorial.

Step 4: Create an OptinMonster Campaign

The next step is to create a popup with OptinMonster.

Click on Campaigns from within the OptinMonster menu in WordPress:

guide to create contact popup form

Next, click on Templates to get started:

how to create a popup form in WordPress

In the next step, I’ll select Popup as my Campaign Type since that’s what our goal is with this tutorial:

contact us popup page

OptinMonster’s templates library comes with 700+ ready-to-use templates designed for conversions:

how to add a contact page form in WordPress

Since we’ll need to add a shortcode from WPForms, I’ll select the Canvas template:

contact form popup

Canvas is a blank template that lets you add HTML, CSS, or JavaScript shortcodes so that you don’t have to write any code manually.

Next, give your campaign a name and click on Start Building:

contact us popup page

You’ll now land on OptinMonster’s drag-and-drop campaign builder. This is how the Canvas template looks on the editor:

contact popup form

In the next step, I’ll embed the form that I created with WPForms to OptinMonster.

Step 5: Embed the Contact Form in Popup

Search for the HTML block from the left-hand blocks section and drop it on the blank canvas:

contact form popup example

Click on the HTML element, and drag and drop it to the default template in the editor:

contact form popup

At this point, you can also delete the other default elements in the editor since we don’t really need them.

I’ll start by hovering over the image element and clicking on the trash can icon that appears on the top-left of the screen:

contact popup forms

I’ll do the same with the text element:

contact us forms popup

The contact form template will now look like this:

contact popup form

Here, you’ll need to add the WPForms contact form shortcode that you had saved earlier.

To do this, click on the HTML element in the editor. On the left-hand side, you’ll see the HTML editor appear.

Copy the code and paste it over the existing code:

contact form popup

This is how the shortcode will appear in the editor:

contact form popup

Click on the Save button to go to the next step:

contact form popup

Next, I’ll add custom CSS to our contact form to make it stylish and more appealing.

Don’t worry if you’re new to CSS. You’ll just need to copy the code below and paste it into the Custom CSS Setting in OptinMonster.

Related Content: How to Use OptinMonster’s Custom CSS Tool

To locate the CSS editor, scroll past the HTML editor:

contact form popup

Click and expand the CSS option to open the CSS editor:

contact form popup guide

Here’s the code you’ll paste in today’s demo to style the contact form:

Next, I’ll set the display rules to determine where and when the popup appears on my WordPress site.

Step 6: Set Your Display Rules

Before moving to the display rules step, I recommend checking out this guide on creating your first OptinMonster campaign.

The guide will help you learn more about setting display rules for your campaigns.

OptinMonster offers plenty of targeting rules and triggers that you can choose from.

Some of the most popular triggers for contact form popups are:

I recommend you choose only 1 of these display rules considering your popup settings.

MonsterLinks™ is best if you want your contact form popup to appear when the user clicks a link, button, or image.

This means that anytime a visitor clicks on a hyperlink connected to MonsterLinks™, they will see the contact form popup on the same page. They can then submit their contact details directly in the popup without having to navigate to a different page.

This process offers a better user experience than redirecting your site visitors to a new page and asking them to fill up a form.

Setting up the MonsterLinks™ display rule is easy. Check out this complete guide on how to use MonsterLinks™ in OptinMonster.

For this tutorial, I’ll show you how to set up the Exit-Intent® display rule. The Exit-Intent® Technology triggers a popup to site visitors when they’re about to leave your website.

If you own an eCommerce website, I highly recommend using an Exit-Intent® popup on a product page or a checkout page to reduce shopping cart abandonments.

That way, if someone leaves your page without making a purchase, you can show them a contact form. Your buyers can use this opportunity to easily reach out to you and submit their queries or concerns if they have any.

Let’s see OptinMonster’s Exit-Intent® Technology in action by applying it to our contact form popup.

To get started, go to the Display Rules tab in your OptinMonster editor:

contact form page

Click on the time on page rule:

tripwire

Next, go to When and click on the Exit-Intent® option on the right-hand menu:

contact form popup

You can choose which device you want your exit-intent popup to appear on:

  • Desktop-only
  • Mobile-only
  • Both

I’ll go with all the devices:

contact form popup

You can also choose the Exit-Intent® sensitivity level as low, medium, or high:

contact form popup

The sensitivity level you choose will have a direct impact on how your campaign appears on mobile devices.

Low and Medium sensitivities create a scroll-up trigger, whereas High sensitivity creates a back button trigger.

To learn more about how exit-intent popups work on mobile, read how to create mobile Exit-Intent® popups that convert.

You can also configure the 2nd ruleset to decide where the popup will appear on your site.

For instance, I’ll click on the drop-down arrow beside is any page and select is the homepage to make sure the contact form popup appears only on the website’s homepage:

contact form page

To summarize, I’ve set the following display rules for this contact form popup:

  1. The popup will display when exit is detected on any device.
  2. It will display only when users exit from the website’s homepage

Save the changes you’ve made so far before moving on to the publishing step:

contact form popup

Step 7: Publish Your Contact Form Popup

The last step is to publish the campaign live on your website.

Go to the Publish tab at the top of your screen:

contact form popups

Under the Publish Status section, click on Publish:

contact form popup

To check how the popup appears on your site, you can enter one of your connected websites under the Live Site Inspector.

Or, you can preview the popup by clicking the Preview button in the Websites section:

popup contact us form

And that’s it!

Now, whenever a visitor is about to leave your homepage, they’ll see the contact form popup so that they can leave their questions or concerns they might have for your site.

Here’s how the contact form popup looks on my WordPress site:

contact form popup

Congratulations! You’ve successfully created a contact form popup using WPForms and OptinMonster.

BONUS! Adding a Popup To a WordPress Menu

Are you looking to generate more targeted leads from your WordPress site? One easy way to do that is to open a WordPress lightbox popup from a custom menu link like this:

contact form popup

Research shows that the top-left corner of a landing page attracts the most views. That makes your main menu a great place to attract attention with a tempting offer.

In this section, I’ll show you how to use MonsterLinks™ to add on-click optins in your WordPress menus, so you can get more targeted leads and interested subscribers.

If you prefer a visual guide, here’s a video tutorial that explains how to add a popup to a WordPress menu:

For an in-depth guide, you can follow the step-by-step instructions below.

Simply follow all the steps mentioned in the above tutorial until step #6. When you arrive at step #6, choose MonsterLinks™ instead of Exit-Intent®.

Next, go to the Display Rules tab. Click on When from the dropdown menu and select MonsterLink™ (On Click):

contact form popup

The next step is to create your WordPress menu item and add the MonsterLink™.

To do this, log in to your WordPress dashboard. Go to Appearance and click on Menus:

contact form popup

Choose the menu you want to add your link to.

To add a new link, select Custom Links. Give the menu item a name via the Link Text field, and add a hashtag (#) in the URL field.

Click Add to Menu, then Save the menu.

Keep this window in your browser open, since you’ll need it for the next step:

contact form popup

Next, you’ll need to add code to the functions.php file of your WordPress theme.

Here’s an example of the code you’ll need:

add_filter( 'nav_menu_link_attributes', 'ekf_menu_attribute_add', 10, 3 );
function ekf_menu_attribute_add( $atts, $item, $args )
{
  // Specify the menu item ID we want to add our attribute to
  $menu_link = 64;

  // Conditionally match the ID and add the attribute and value
  if ($item->ID == $menu_link) {
    $atts['data-optin-slug'] = 'jiqobgwsx9qinkci';
    $atts['class'] .= 'manual-optin-trigger';
  }
  //Return the new attributes
  return $atts;
}

You can copy and paste this code to use yourself, but you’ll have to tweak a few things to get it to work for your website.

The items you’ll need to change are:

  1. The number after $menu_link = in line 5
  2. The string of characters in single quotes after $atts[‘data-optin-slug’] = in line 9

For the first item, you’ll need the ID of the link in your menu.

You can find the ID in the menu editing screen you’re already in. Simply hover your mouse over the Remove button.

That’ll bring up a link in the bottom of the browser that shows the menu ID, right after the part that says &menu-item=.

In this example, the menu ID is 2021:

contact form popup

Then you’ll need the slug for your campaign. You can find this in the campaign dashboard.

In the campaign list, click on the campaign you want to preview. It will show up in the campaign preview pane. There, you’ll find the Campaign ID for the campaign slug:

contact form popup

Add those two items to the code, and then save your changes to the functions.php file.

Over To You

Now you know how to use a WordPress menu custom link to trigger a lightbox popup so you can get more targeted leads. Don’t forget to publish the form as mentioned in the above WordPress tutorial.

If you liked this post, you may also be interested in the following blogs:

Ready to use popups to grow your business? Get OptinMonster today to get started!


Disclosure: Our content is reader-supported. This means if you click on some of our links, then we may earn a commission. We only recommend products that we believe will add value to our readers.

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Michael Stelzner - Best Lead Generation Tool

Michael Stelzner

Founder Social Media Examiner

I hate popups, so I was hesitant to try one on my site. But the results from OptinMonster exit-intent popup speak for themselves. I doubled my subscription rate immediately without annoying my users. I haven’t had a single complaint. My only regret is that I didn’t start using OptinMonster sooner. I can only imagine how many subscribers I could have added to my email list! If you have a blog, then I highly recommend you start using OptinMonster. I’ve researched them all, and it’s the best in market.

Michael Hyatt - WordPress Lead Generation

Michael Hyatt

New York Times Bestselling Author Platform: Get Noticed in a Noisy World

Exit-intent popups have doubled my email opt-in rate. When done right, you can see an instant 12% lift on driving sales. I highly recommend that you use OptinMonster for growing your email list and sales.

Neil Patel - WordPress Popup Plugin

Neil Patel

Founder QuickSprout