Build Better Forms Faster: Everest Forms Guide for WordPress Users

Are you looking for an easy yet powerful way to create forms on your WordPress website?

Everest Forms is a beginner-friendly drag-and-drop form builder that allows you to create various types of forms without writing code. It offers flexible layouts, submission controls, email notifications, and useful tools to manage form entries efficiently.

Whether you’re building a simple contact form or a multi-field form with advanced settings, Everest Forms provides everything you need to design, display, and manage forms directly from your WordPress dashboard.

In this article, we’ll explore how Everest Form works and how it manage form submissions in your website.

What Is Everest Forms?

Everest Forms is a drag-and-drop WordPress form builder designed to make form creation simple and flexible. It allows users to build fully functional forms without technical knowledge, while still offering advanced customization options for more complex use cases.

With Everest Forms, you can create:

• Contact forms
• Feedback forms
• Registration forms
• Newsletter signup forms
• Leave Request Form
• Job Application Form, and more.

The plugin comes with ready-made templates that help you get started quickly. You can also build forms from scratch by dragging and arranging fields as needed.

Everest Forms includes built-in submission management, filtering options, export capabilities, AJAX submission support, and customizable confirmation messages. For users who need more advanced functionality, the Pro version offers additional features such as QR code generation, custom CAPTCHA, and extended field options. 

Now let’s move on to creating your first form.

Steps to Create a Form with WS Form

Creating a form with Everest Forms is simple and straightforward. The plugin provides both ready-made templates and a blank canvas to build your form exactly the way you want.

Step 1: Install & Activate Everest Form Plugin

• Go to WordPress Dashboard → Plugins → Add New
• Search for Everest Form
• Click Install Now, then Activate

Once activated, you’ll see a new Everest Forms menu added to your WordPress dashboard.

Step 2: Create a Form

• Go to your WordPress Dashboard
• Click on Everest Forms → All Forms -> Add New

This will open the form builder interface.

Step 3: Choose a Template or Start with a Blank Form

Everest Forms offers two ways to begin:

• Use a pre-built template
  Choose from available templates such as Contact Form, Job Application, Newsletter Signup, and more. Templates help you save time and get started quickly.
  
• Start with a blank form
  If you prefer full control, you can build your form from scratch by adding fields manually.

Step 4: Drag & Drop Form Fields

The builder uses a drag-and-drop interface. You can:

• Drag fields like Name, Email, Text, Number, Dropdown, Checkbox, Radio Button, and more
• Rearrange fields by dragging them into position
• Click on any field to edit its label, placeholder text, and other settings

This makes form creation intuitive and flexible.

Customize Form Settings

Now that your form is created, let’s explore the available customization options and how you can design the form visually. To get started, go to the Settings section. Here, you’ll find multiple options related to General, Email, Confirmation, and other form settings.

Choose Layout Options in General Settings

Here, you can start by adding the form name and its description. You can also enter a custom message that will be shown to users when the form is disabled.

Everest Forms also offers layout options to control how your form fields appear. You can choose from:

• Default Layout – A clean and modern vertical layout
• Classic Layout – A traditional form design
  

From this section, you can also customize the Submit button according to your preference.

Enable AJAX Form Submission

Everest Forms lets you enable AJAX form submission, allowing users to submit the form without reloading the page. You can also enable the Disable Storing Entry Information option if you don’t want form submissions to be saved on your website database.

Configure Email Notifications

Everest Forms allows you to set up email notifications so that form submissions are automatically sent to the site administrator. You can also create separate notifications for users if required.

You can manage all email-related settings from the Email → Email Notification section in the form settings.

Admin Notification Settings

In the email notification settings, you can configure the following options:

• To Address – Enter the email address where form submission notifications should be sent (usually the admin email).
• From Name – Set the name that will appear as the sender of the email.
• From Address – Define the sender’s email address.
• Reply To – Specify the email address where replies to the notification should be sent.
• Email Subject – Customize the subject line of the notification email.
• Email Message – Edit the content of the email body. You can use dynamic tags such as {all_fields} to automatically include submitted form data.

These options give you full control over how admin notification emails are sent and displayed.

Create a Separate User Notification

If you want to send a confirmation or thank-you email to users after they submit the form, you can create a separate user notification.

To do this:

• Click on Add New Email in the Email settings.
• Give the name of email like Thank you mail or confirmation mail, and click on OK button.

• Configure the notification using the user’s email field (for example, {email}) in the To Address field.
• Customize the subject, message and other field settings for users.

This helps you keep admins informed about new submissions while also confirming to users that their form has been submitted successfully.

Configure What Happens After Submission

After a user submits a form, Everest Forms allows you to control what happens next. These settings help you improve user experience and guide visitors based on your goals.

You can configure submission behavior from the form Confirmation settings.

Redirect Options After Submission

Everest Forms provides multiple redirection options:

• Stay on the Same Page with a Custom Message
  Display a success message directly on the page after submission.
  
• Redirect to a Custom Page
  Send users to another page on your website, such as a Thank You page.
  
• Redirect to an External URL
  Redirect users to an external website after form submission.

These options are useful when you want to track conversions, guide users to specific content, or provide additional instructions.

Hide or Reset the Form After Submission

You can control what happens to the form itself after submission:

• Hide the form – The form disappears after successful submission.
• Reset the form – The form fields are cleared so users can submit again.

Choose the option that best fits your workflow.

Show Submission Details & Confirmation Message

After a successful submission, Everest Forms allows you to control how confirmation information is displayed to users.

You can:

• Display a custom success message directly on the same page.
• Show the confirmation as a popup-style message.
• Display the submitted form data back to the user.

Style Your Form Using the Customizer

To customize the design of your forms in Everest Forms, you need to enable the Style Customizer module first.

Step 1: Enable the Style Customizer Add-on

• Go to Everest Forms → Add-ons
• Find the Style Customizer module
• Enable the module

Once enabled, you can process with next step.

Step 2: Open the Form Designer

• Edit the form you want to style
• Look at the bottom-right corner of the form builder screen
• Click on the Form Designer icon

This will open the Everest Forms Style Customizer, where you can visually customize your form layout and design.

Customization Options in the Style Customizer

Inside the Style Customizer, you’ll find several styling options to personalize your form.

Active Template

The Active Template is one of the main customization options in the Style Customizer.
It allows you to:

• Change the overall layout and appearance of your form
• Choose from available pre-designed templates
• Create a new template and customize it

There are multiple templates available. Some are included in the free version, while others are available in the Pro version. You can easily switch between templates and apply the one that best fits your website design.

Click on Change button to see the templates.

Color Palette

Next, the Color Palette option lets you customize the color scheme of your form.

You can:

• Choose from pre-defined color palettes
• Apply different color combinations
• Customize palette colors (available in the Pro version)

Some color palettes are available in the free version, while advanced customization options are available in the premium version.

Additional CSS

The Additional CSS option allows you to add your own custom CSS to style the form further.

The Style Customizer includes a built-in CSS editor where you can:

• Add custom CSS rules
• Override default styling
• Apply advanced design customizations

This option is useful for developers or users who want complete design control.

How to Display Everest Forms on Your Website

After creating and customizing your form, the next step is to display it on your website so users can start submitting entries.

Everest Forms provides multiple ways to embed forms on the frontend.

Display Using Shortcode

Each form created in Everest Forms has a unique shortcode.

To display your form using a shortcode:

• Go to Everest Forms → All Forms
• Copy the shortcode of the form you want to display

• Open the page where you want to add the form.
• Add a Shortcode block and paste the copied shortcode into it.

After publishing or updating the page, the form will appear on the frontend.

Display Using Widget

If you’re using the WordPress block editor (Gutenberg), Everest Forms provides a dedicated widget to display a form:

• Open the page or post where you want to add the form
• Click Add Block (+)
• Search for Everest Forms
• Select the form from the dropdown
• Update or publish the page

This method is easier for users who prefer a visual editor and do not want to use shortcodes.

Managing Form Submissions in Everest Forms

Once your form is live and collecting responses, managing submissions becomes essential. While Everest Forms provides built-in entry management features, we’ve covered the complete process including filtering, exporting, and handling spam in a dedicated guide.

Read our detailed guide on managing Everest Forms submissions.

If you’re facing any limitations while managing form submissions, integrating Everest Forms with Form Vibes can help. Form Vibes captures Everest Forms submissions in the WordPress database and provides a centralized dashboard for filtering, editing, exporting, and analyzing entries. 

To learn how to integrate Everest Forms with Form Vibes, check out the detailed documentation.

Import, Export & Form Migration Settings

If you need to back up your forms, move them to another website, or migrate from a different form builder, Everest Forms provides built-in tools for importing, exporting, and migrating forms.

Rather than covering all the technical steps here, we’ve created a detailed guide on importing, exporting, and migrating forms in Everest Forms.

Getting Started with Everest Forms

Everest Forms provides a complete solution for creating, customizing, and managing forms in WordPress. With flexible layouts, submission controls, migration tools, and Pro features, it works well for both simple and advanced use cases.

As your form needs grow, you can further enhance submission management by integrating it with tools designed for centralized entry handling and analytics.

FAQs on Everest Form