Getting Started with Convert Forms

Convert Forms is split into 3 main areas: the forms, the submissions and the addons. To get started, create a form. If you want to send its submissions to an email marketing or CRM service, add a Task to it.

Minimum Requirements

Before installing, ensure your server meets the following requirements:

An up-to-date version of Joomla 4.0.0 or higher
PHP 7.4.0 or higher (8.4 recommended)
The PHP mbstring extension enabled
MySQL 5 or higher

1. Convert Forms

A Convert Form is what you use in your frontend to collect any kind of data you'd like from your visitors. The most common use of a form is to gather emails for your newsletters.

convert forms forms

How to create a Convert Form

Navigate to Components > Convert Forms
On the dashboard click the Forms button
On the horizontal menu click New
While on the Form Template selection, pick a design of your choice or click the Start from scratch button on the top right of the popup to start with a blank template.
After selecting a template, you can start adding fields onto your form.
To add a field go to Fields on the left side of the page > Add Field where you can start adding fields to your form.
Click Save
While on the Forms List view click on the "cube" icon on the Actions of the Form to finally create the module for your Form and assign it to menu items like any other Joomla Module! That's it!

Send submissions to other services

To send submissions to an email marketing or CRM service such as Mailchimp, add a Task to your form: edit the form, open the Tasks panel from the left sidebar and click Create Your First Task. See Working with Tasks. If you still use Campaigns, see how to migrate them to Tasks.

2. Submissions

A Submission is all the data collected by one submission of a form. For example, the email and the name of one of your visitors is one Submission.

convert forms submissions

Where to find the Submissions

Navigate to Components > Convert Forms
On the dashboard click the Submissions button
On the Submissions screen you are able to filter them by using the Search Tools in the horizontal toolbar

3. Addons

Addons connect Convert Forms with third-party services such as Mailchimp, GetResponse and ActiveCampaign, so the data your forms collect is sent straight from your Joomla site to those services.

The list of available Addons will be growing indefinitely, release by release.