How to Add a Request to Callback Form in WordPress

How to Add a Request to Callback Form to Your WordPress Site (2024 Guide)

Want to generate more leads and provide better customer service on your WordPress site? One of the most effective solutions is adding a request to callback form.

A callback request form allows visitors to submit their contact information and request a phone call from your business at their convenience. This is an excellent way to capture leads who are interested in your products or services but may not be ready to make a purchase yet.

By providing a quick and easy way for potential customers to get in touch, you can build trust, improve customer service, and ultimately boost sales and conversions. A study by Forrester found that 57% of customers feel that a phone call is the quickest way to get an answer from a company.

In this guide, we‘ll show you how to add a callback request form to your WordPress site step-by-step. We‘ll also share some best practices and tools to help you manage callback requests effectively.

Why Use a Callback Request Form on Your Website?

There are several key benefits to adding a request to callback form on your WordPress site:

1. Capture more leads: Many visitors may be interested in your offerings but not quite ready to make a purchase. By offering an easy way to request more information via phone, you can capture their contact details and continue marketing to them.

2. Provide better customer service: Customers appreciate being able to quickly connect with a real person to get their questions answered. A callback form allows them to reach out on their own schedule.

3. Build trust and credibility: Displaying a callback form shows that your business is accessible and eager to help. This builds trust with potential customers that can lead to more sales.

4. Boost conversion rates: Callback requests are high-intent leads. By promptly following up with these prospects, you have a great chance of converting them into paying customers.

5. Learn about your audience: Analyzing the callback form submissions can give you valuable insights into your target market, their needs, and common questions. This data can help you refine your marketing and sales strategies.

Now that you know the importance of callback forms, let‘s look at how to easily create one on your WordPress site.

How to Create a Callback Request Form in WordPress

The easiest way to add a callback request form in WordPress is by using a WordPress form plugin. We recommend using WPForms, which is the best drag & drop WordPress form builder trusted by over 5 million websites.

There are two ways to create a callback form with WPForms:

1. Using the built-in Request a Callback Form template
2. Creating a custom form from scratch

We‘ll show you both methods so you can choose the one that works best for you.

Method 1: Using the WPForms Request a Callback Form Template

The quickest way to create a WordPress callback form is by using the pre-built Request a Callback template offered by WPForms. Here‘s how to set it up:

Step 1: Install and activate the WPForms plugin. You‘ll need at least the "Basic" paid license to access the form templates and phone field.

Step 2: In your WordPress dashboard, go to WPForms > Add New and type a name for your form at the top.

Step 3: Scroll down to the Additional Templates section and type "callback" into the search bar. Then click on the "Request a Callback Form" template to load it.

Step 4: WPForms will automatically load the pre-built callback form with the following fields:

• Name
• Phone
• Comment or Message

You can click on any field to edit its options in the left-hand panel, including the label, description, required status, and more. You can also drag the fields to rearrange their order.

Step 5: If you want to collect additional information, you can easily add new fields by dragging them from the left-hand panel to the preview area. For example, you may want to add an Email field or a dropdown menu for Request Type.

Step 6: To finish setting up your form, go to Settings > General and configure the following options:

• Form Name – Internal name for your form
• Form Description – Optional form description for your records
• Submit Button Text – Label for the form submit button
• Spam Prevention – Enable the anti-spam honeypot feature and Google reCAPTCHA to prevent fake submissions
• AJAX Form Submission – Enable if you want the form to submit without reloading the page

When you‘re done, click "Save".

Step 7: Set up form notifications by going to Settings > Notifications. Choose to be notified by email when a callback request is submitted. You can have the notifications sent to multiple team members.

Step 8: Customize the form confirmation message or redirect by going to Settings > Confirmations. The default page will simply display a "Thank you for contacting us" message, but you can change this to whatever you‘d like. You can also redirect visitors to another page on your site after submitting the form.

Step 9: Configure your form‘s visibility and restrictions as needed under Settings > General. For instance, if you only want to offer callbacks during your business hours, you can set up a form schedule here.

Step 10: Save your form and exit the form builder. You can now add your callback form to any page, post or widget on your WordPress site using the WPForms block or shortcode. We‘ll cover form placement suggestions further down in this guide.

That‘s it! You‘ve now created a callback request form for your WordPress site by customizing the built-in WPForms template.

Method 2: Building a Custom Callback Form

If you want complete control over your callback form, you can easily build one from scratch using the WPForms builder. Here are the steps:

Step 1: Install and activate the WPForms plugin.

Step 2: Go to WPForms > Add New and name your form at the top.

Step 3: Choose the Blank Form template to start with a fresh form.

Step 4: In the form builder, you‘ll see some suggested fields to add to your form, like Name and Email. Click on any of these to add them automatically. You can also manually drag and drop any fields you want from the left-hand panel.

For a callback form, we recommend including the following fields at a minimum:

• Name – For collecting the visitor‘s name
• Phone – For collecting their phone number (use the Phone form field)
• Comment/Message – Let them include any details about their request

You may also want to include fields for:

• Email – To follow up with an email if unable to reach them by phone
• Company – If mainly targeting B2B customers
• Dropdown/Multiple Choice – To have them select a request type or time frame
• Date/Time – To have them select a preferred callback date/time

Step 5: Click on each form field you‘ve added to customize the options. You can make fields required, add input validation, set up smart conditional logic, and more.

Step 6: Complete your form setup by going through the options under Settings, as described in Method 1 above. This includes the form name and description, submit button, spam prevention, notifications, confirmations, and visibility conditions.

Step 7: Save your form and add it to your WordPress site on any page, post or widget area you‘d like. Again, see the placement tips below for suggestions.

By building your callback form from scratch, you have complete flexibility to collect the exact information you need and customize every aspect of your form‘s appearance and behavior.

Best Practices for Callback Request Form Placement and Management

Simply creating a callback request form isn‘t enough to maximize its potential. How and where you display your form, as well as having a solid process in place to manage the callback requests, is critical for success. Here are some tips:

1. Make your callback form prominent throughout your site – Add your callback form in high-visibility areas of your WordPress site, like:

• Your contact page
• Product or service pages
• Pricing page
• Exit-intent popups
• Floating buttons or bars

Use contrasting colors and compelling call-to-action copy to grab attention.

2. Set expectations for response times – Clearly state on or near your callback form how quickly the visitor can expect a call back (e.g. "Request a call back within 1 business day"). Make sure your team can realistically meet those expectations.

3. Integrate your form with your CRM and business tools – Automatically add callback form submissions to your customer relationship management (CRM) platform and other tools your team uses. This streamlines the lead management process and ensures prompt follow-up.

4. Define a process for qualifying and prioritizing requests – Have guidelines in place for your team to determine which callbacks to prioritize based on factors like request type, company size, location, etc. Aim to call back your hottest leads first.

5. Consider offering callback scheduling – Give visitors the option to schedule a specific date/time for their callback using a tool like Calendly. This automates the scheduling process and shows you respect their time.

6. Analyze your callback form results – Regularly look at your callback form reports in WPForms to see how many requests you‘re getting, where they‘re coming from, and what types of questions or issues are most common. Use these insights to continuously improve your form and overall marketing and customer service.

By following these best practices, you can drive more contact form submissions and extract the most value from every callback request.

Tools and Services for Better Callback Request Management

In addition to an optimized callback form, using the right supporting tools can take your lead generation and customer service to the next level:

1. Nextiva

Nextiva is a leading business phone service provider that allows you to handle all your calls over the internet. Some key benefits include:

• Communicate from anywhere on any device
• Get a professional business number with advanced call management features
• Easily add new numbers and users as you grow
• Integrate with your CRM and other business tools
• Get reliable, high-quality calling at affordable rates

Learn more in our Nextiva review.

2. Calendly

Calendly is an excellent tool for scheduling callbacks and other appointments. Key features include:

• Let leads instantly schedule a call based on your availability
• Automatically send confirmation and reminder emails
• Integrate with your calendar and video conferencing tools
• Quickly reschedule or cancel appointments

3. HubSpot

HubSpot offers a free CRM to help you organize and manage your leads from callback form submissions. You can:

• Automatically create CRM contacts from new callback requests
• View each contact‘s complete history and activity on your site
• Assign and track callback tasks for your team
• Send personalized follow-up emails

Using these tools in combination with your WordPress callback form will help you provide a smoother experience for your leads and customers.

Best Form Plugins for Creating a WordPress Callback Form

While we recommend WPForms, there are several other great WordPress form plugins you can use to create a request a callback form:

1. Gravity Forms – Popular WordPress form builder with advanced features like conditional logic, partial submissions, and Zapier integration.

2. Ninja Forms – Beginner-friendly form plugin with a variety of customizable templates.

3. Formidable Forms – Powerful tool that lets you create callback forms, quizzes, surveys, and much more.

4. Caldera Forms – Free plugin for building responsive forms with conditional logic.

5. Contact Form 7 – Simple, free contact form plugin (best for basic forms).

Any of these form builders will allow you to create an effective callback form for your WordPress site.

Start Generating More Leads From Your WordPress Site Today

Adding a request to callback form to your WordPress site is an easy yet powerful way to capture more leads and improve customer service.

To get started, install the WPForms plugin and use one of the methods described above to quickly create your callback form. Then follow the best practices for placement and management to maximize your form‘s impact. Supporting tools like Nextiva, Calendly, and HubSpot can also take your callback process to the next level.

We hope this guide has helped you understand the value of callback forms and how to effectively implement one on your WordPress site.

For more ways to get more form submissions, check out our tips to boost conversions on your contact forms and list of the best lead generation plugins and tools.