What about if I told you that you could create a form where your visitors could upload their file attachments and how easy it is? Are you interested? Good let’s read along then.
Giving users the ability to add files and media to your site’s forms can make it way easier for you to collect the information you need.
In this blog post, I’ll show you how to easily create a file upload form in WordPress.
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Why Use a File Upload Field on Your WordPress Forms?
Depending on the type of information you want to collect on your form, using a file upload field is one of the best ways to make it easier for you to get more info from your users quickly. And, making forms easier to fill out helps reduce your form abandonment rate so your site can generate more revenue.
You might need to add a file upload field to your WordPress forms so you can collect different types of files and media from site visitors as they submit their form to you.
Here are some of the most common times you might want to allow users to upload a file through your contact form:
- Job application forms so applicants can attach their resume files
- Pictures as image files for a contest or for use if using a giveaway plugin
- User submitted content forms so users can attach a blog post or image they want to share
- Client services forms so clients can attach their spreadsheet or project spec document
- Customer support forms so customers can attach documents to provide additional information
- Audio clips for you to play back during your podcast
- User-submitted videos on an event registration form so you have content to play at your event
Don’t forget to create a video release form in WordPress if you’re accepting user-submitted videos.
And this is just the beginning.
Luckily, the WPForms plugin makes it easy for your site visitors to upload the all kinds of file types to your contact forms, including but not limited to:
- Documents (.doc, .xls, .ppt, and .pdf)
- Images (.png, .gif, and .jpg)
- Video (.mpg, .mov, and .wmv)
- Audio (.wav, .mp3, and .mp4)
For WordPress security reasons, the default file types that can be uploaded are limited.
So, let’s go ahead and check out how to add the file upload field to your WordPress contact form.
How to Create a File Upload Form in WordPress
Follow these steps to set up your online file upload form.
Step 1: Create Your File Upload Form in WordPress
The first thing you’ll need to do is install and activate the WPForms plugin.
Unlike the Google Form upload file feature, WPForms lets you add file uploads to anywhere on your site, not just form pages.
Next, go to your WordPress dashboard and click on WPForms » Add New in the left-hand panel to create a new form and name it whatever you’d like.
Next, scroll down to the Additional Templates section and type “File Upload Form”, then click on it to open the template.
Make sure you’ve already activated the Form Templates Pack Addon to search for this form.
Now, WPForms will populate a pre-built File Upload Form and display the drag and drop builder.
Here, you can add additional fields to your contact form by dragging them from the left-hand panel to the right hand panel.
With the File Upload Form template, you’ll already have the Name, Email, Phone, File Upload, and Additional Comments fields.
Click on any of the form fields to make changes. You can also click on a form field and drag it to rearrange the order on your contact form.
You can also add the File Upload field to any WordPress form you create. Just drag the File Upload form field, found under Fancy Fields, from the left-hand panel of the Form Editor to the right hand panel.
Event organizer? Be sure to head over to our article on the best event WordPress themes and plugins.
You can click on the File Upload field and also change the:
- Label — Name the form field so your site visitors know what it’s for.
- Description — Add a description explaining details to users. For example, if you only want people to upload an image, tell them that.
- Allowed File Extensions — If you want to restrict the types of files that can be uploaded to your WordPress form, put them here, each separated by a comma
- Max File Size — Specify, in megabytes, the max size file you’ll allow users to upload. If you leave this blank, WPForms will allow a max of 128MB.
- Required — If you want to require that users upload a file before they can submit their form, select this checkbox.
- Style — You can switch between the default Modern style (recommended) and the Classic style (which we’ll cover in-depth during the next step)
Wondering where these file uploads will be stored?
By default, all files uploaded by users are stored in the WPForms folder inside the Uploads directory of your site. To make things easier, you can also store these files in your WordPress Media Library by selecting the Store field in WordPress Media Library checkbox under Advanced Options.
Step 2: Switch to Classic File Upload Field (Optional)
This step is optional and not generally recommended. But, if you’d like to change the style of the File Upload field from the default Modern style to the Classic style featuring an ‘Choose Now’ button, head to Advanced Options » Style and click on the Dropdown to select Classic.
Switching back to the Classic style might be a good choice:
- You or your users prefer a ‘button’ style File Upload field
- You prefer a more compact File Upload field (and you’re only accepting 1 file)
Just keep in mind the Classic File Upload style only accepts 1 upload per field. You’ll need to add another File Upload field to accept multiple uploads on your form if you’re using the Classic style.
To make your form appear clutter free, you’ll want to enable conditional logic on the 1st classic File Upload field before you add those other fields. That way, those extra File Upload fields won’t show up on your form unless a user needs them.
This trick makes the form look more organized and helps fight form fatigue, which can help boost form conversions.
Each Classic style of the File Upload field allows users to upload just one single file. To learn how to add multiple file uploads with the Classic style uploader, read on. If just one file upload field works for you, you can skip the next step.
To enable condition logic on a Classic style Field Upload field, drag a Dropdown field from the left-hand panel to your form, just above the file upload field. (This will work with any number of Upload File fields, but for the sake of this example we’ll do 3.)
Now click on the dropdown field to see the Field Options on the left panel and edit the Dropdown field label to say Number of Files to Upload and the Choices to say 1, 2, and 3.
After that, click on the File Upload field and in the options, scroll down to and expand the Conditionals tab in the left-hand panel. Then, select the checkmark for Enable conditional logic.
Customize the conditional logic of the File Upload field just like the screenshot below:
Keep in mind that new fields are added by clicking the Add new group button, which applies the OR logic.
The next step is to duplicate this File Upload field.
On your form, click on the duplicate icon on the right-hand side of the File Upload field.
In the left-hand panel, change the label of the new File Upload field to Upload Your Second File.
Now configure the conditional logic for this new field just like the screenshot below. The only change from the above step is that we removed the first action where it says the Number of Files to Upload is 1.
Now, duplicate the 2nd file upload field by clicking the icon and changing the label to Upload Your Third File.
Configure the conditional logic field just like the screenshot below. We’ll only keep the last field where it says the Number of Files to Upload is 3.
Once you are done customizing your form, click Save in the top right corner of your screen. You’ve just added multiple file upload fields to your form.
So as you can see, in most cases you’ll want to use the Modern style to accept multiple file uploads.
So now that you have the right amount of file upload fields on your form (be it just 1 or multiple), you’re ready to configure your form’s settings.
Step 3: Customize Your File Upload Form Settings
To start, go to Settings » General.
Here you can configure the following:
- Form Name — Rename your form here if you want to.
- Form Description — Give your form a description.
- Submit Button Text — Customize the copy on the submit button.
- Spam Prevention — Enable the anti-spam honeypot feature to prevent spambot submissions. This feature is automatically enabled on all WordPress forms. If you decide to use another form of spam prevention, unclick this option.
- GDPR Enhancements — You can disable the storing of entry information and user details, such as IP addresses and user agents, in an effort to comply with GDPR requirements. In addition, check out our step by step instructions on how to add a GDPR agreement field to your simple contact form.
And when you’re done, click Save.
Step 4: Configure Your Form’s Notifications
Notifications are an excellent way to know when someone submits one of your file upload forms.
And, unless you disable the notification feature, you’ll get an email notification whenever someone submits a form on your site.
To get an email message when someone completes your form, you’ll need to set up form notifications in WordPress and provide your email address.
Also, if you use smart tags, you can send a personalized notification to your site visitors once they finish your form to let them know you received it. This assures users their form has gone through properly, along with their file upload.
In addition, you have the option to easily brand your notification emails by adding your logo or any image you choose in the custom header image area. The logo/image you choose will show up at the top of email notifications like the WPForms logo below.
Note: So since file attachments can often hurt email deliverability, WPForms doesn’t attach your user’s files in notification emails. Instead, we send the file uploads via email as links.
Step 5: Configure Your File Upload Form’s Confirmations
Form confirmations are ways to take action immediately (and automatically) after your user has submitted information to your form.
There are 3 different kinds of confirmations in WPForms:
- Message — This is the default confirmation type that appears after someone hits submit on your form, and it’s customizable.
- Display Page — Automatically send users to any page on your site like a thank you page
- Redirect — Useful if you want to take the user to a different website or specialized URL for more complex development.
So let’s see how to set up a simple form confirmation in WPForms so you can customize the success message site visitors will see when they submit a form on your site.
To start, click on the Confirmation tab in the Form Editor under Settings.
Next, select the type of confirmation type you’d like to create. For this example, we’ll select Message.
Then, customize the confirmation message to your liking and click Save when you’re done.
Now you’re ready to add your form to your website.
Step 6: Add Your File Upload Form to Your Website
After you’ve created your form, you need to add it to your WordPress website.
And WPForms lets you add your forms to multiple places on your website including your pages, blog posts, and sidebar widgets.
So let’s take a look at the most common placement option: page/post embedding.
To begin, create a new page or post in WordPress, or go to the update settings on an existing one. After that, click inside the first block (the blank area below your page title) and click on the Add WPForms icon.
Now, the WPForms widget will appear inside of your block. Click on the WPForms dropdown and pick the form you’ve already created that you want to insert into your page. So select your file upload form.
Next, click on the blue button in the top right that says either Publish or Update, so your form will appear on your website.
That’s it! Your file upload form is now on your website.
Step 7: View The Files
WPForms stores each form submission as an entry. To view uploaded files, go to WPForms » Entries.
And from there, select the right form from the dropdown menu and click on View.
Next, right click the file to download the file, or click to view it in your browser.
Better yet, you can use our Zapier addon to automatically save all file uploads to:
- Google Drive
- and many other cloud storage services
Final Thoughts on WordPress File Upload Forms
And there you have it! You now know how to create a file upload form in WordPress.
So what are you waiting for? Get started with the easiest to use WordPress form builder plugin today. WPForms Pro includes a free file upload feature and file upload form form and offers a 14-day money-back guarantee.