EFE Visual Forms Pro Add-on: Installation and Features

EFE Visual Forms Pro is a separate add-on for the free EFE Visual Forms plugin. It adds Pro field types, multi-page and conversational layouts, popups, integrations, user registration and entry export. The free plugin keeps working on its own; Pro only adds features.

Install Pro

1. Install and activate EFE Visual Forms from WordPress.org (see Getting started).
2. Go to Plugins > Add New > Upload Plugin, choose the EFE Visual Forms Pro zip and click Install Now.
3. Click Activate.
4. Go to EFE Visual Forms > License, paste your license key and click Activate License. The key enables updates of Pro in Dashboard > Updates; the Pro features work without it.
5. Open any form in the builder. With Pro active you will see a Pages tab in the sidebar, Popup and Integrate in the left rail, the Pro fields in Add Fields, more templates in the gallery and an Export menu on the Entries screen.

Form layouts: classic, multi-page, conversational

When you create a form, Pro asks for the layout type. You can change it later from the builder header.

Multi-page forms

Open the Pages tab to add pages and move fields between them. Visitors see a progress indicator and Previous / Next buttons. The style of the indicator and the button texts are set in the same tab.

Conversational forms

The conversational layout shows one question per screen, with an optional welcome screen and thank-you screen. Visitors move on with Enter or the arrow keys. Color themes for this layout are chosen in its settings tab.

Pro field types

Prices and totals are recalculated on the server when the form is sent, so a visitor cannot change the total in the browser. Formulas can use other fields as {tokens}. The {total} merge tag adds the total to notifications. Pro does not take payments: there is no payment gateway.

Popups

Turn on Popup in the left rail to show the form as a popup on your site.

You can also place a popup on one page with the shortcode attribute mode="popup":

[wpvfb id="12" mode="popup"]

Integrations

Open Integrate in the left rail. Each integration runs after the entry is saved.

The webhook works with automation tools that accept incoming webhooks, for example Zapier or Make.

Example webhook body:

{
  "event": "form_submission",
  "entry_id": 42,
  "form_name": "Contact",
  "data": { "field_email": "jane@example.com" },
  "created_at": "2026-11-02 10:15:00"
}

Integrations send data to third-party services. Mention them in your privacy policy.

User registration

A form can create a WordPress user when it is submitted:

• Map the email field (required), and optionally username, password, first name and last name.
• It only works when Settings > General > Anyone can register is on in WordPress, and only for visitors who are not logged in.
• The new user gets the subscriber role. Existing usernames and emails are never changed.
• WordPress sends its standard new-user emails.

Developers can choose another role with the wpvfb_registration_role filter. Roles that can edit content, upload files or manage the site are refused and fall back to subscriber.

Entry export

On EFE Visual Forms > Entries, the Export menu downloads the selected form’s entries as CSV, Excel (.xlsx), JSON or XML. See Managing entries.

Troubleshooting

I do not see the Pro features

Check that both plugins are active and reload the builder. Pro needs the free plugin to be active first.

Uploaded files are refused

Check the allowed file types and the maximum size on the field. Your server’s PHP upload limit (upload_max_filesize) also applies.

Contacts do not appear in Mailchimp, Klaviyo or HubSpot

Check the key or token, the audience or list ID and that the email field is mapped. Requests are sent in the background after the entry is saved, so the form does not show integration errors to visitors.

No user is created

Turn on Anyone can register in WordPress settings, test while logged out, and use an email that is not already registered.

Related Resources & Official Links