You use the online version Funnelforms 4 and want to run your forms on your own WordPress website with Funnelforms 5? Then you export them in Funnelforms 4 as a file and upload it in the plugin. Each form becomes a draft with logic, contact form, thank-you page, e-mails, webhooks and design, images go to your media library, and your leads become entries. This article takes you from the export to the published form.
Requirements
- Funnelforms Pro 5.0.3 or later, or Funnelforms Free 5.0.4 or later. The import itself is part of both editions. What applies in Free is under "What applies in Funnelforms Free?".
- An account with Funnelforms 4 that holds your forms. The export is there from version 4.3.9.
- You have the right to edit forms. For the leads you also need the right to see entries.
- To copy images and files, you must be allowed to upload files in WordPress (for example administrators, editors and authors).
Where to find it
- In Funnelforms 4: on the dashboard the button Export all next to Create form, and on each form the download icon Export for Funnelforms 5.
- In WordPress: Funnelforms → Import Funnelforms. The same page also takes form files of Funnelforms 5 and exports of Funnelforms 3, see Import Funnelforms files.
Features at a glance
- Export in Funnelforms 4 for one form or all at once, with the box Include leads (ticked by default).
- Import of any number of forms as drafts. Nothing goes live by itself.
- Logic with paths and conditions, contact form, thank-you page with redirect and downloads, the e-mail to you and the confirmation to the visitor, webhooks in the format of Funnelforms 4, design, loading screen and appointment fields.
- Images and files from the storage of Funnelforms 4 are copied into the media library.
- Leads become entries of the imported form, with answers, contact details, consent, date, device, page and source. Nothing is sent for imported leads.
- For each form a list Not taken over, or changed and To do before you can publish.
Step by step
- Log in to Funnelforms 4 and open the dashboard.
- Click Export all or the download icon of the form you want.
- In the dialog Export forms for Funnelforms 5, keep Include leads ticked if your leads should come along, and click Export. Your browser downloads a forms file and, with leads, separate leads files.
- In WordPress, open Funnelforms → Import Funnelforms.
- Drag the forms file onto Drop the file here or click Choose file. Several files at once are fine; Funnelforms always takes the forms before the leads.
- Read the Result: each form shows Draft created, followed by what was not taken over or changed and what to do before publishing.
- Now upload the leads files, unless you dropped them in step 5 already. The result shows Leads imported and Files copied with the number.
- Open each form with Open in the editor, work through the notes, check it in the preview and publish it.
- Embed the new form on your website and take the Funnelforms 4 form off the page once the new one works.
How it works
What is taken over?
| Funnelforms 4 | In Funnelforms 5 |
|---|---|
| Logic with fields and connections | Steps with paths in the same order, conditions on text, address parts, sliders, scales, choices and dates |
| Contact form | Contact step with its fields, privacy box, columns and button |
| Thank-you page, redirect | End with heading, text, summary, button, downloads and redirect with countdown |
| Field types (choice, dropdown, text, e-mail, number, date, slider, scale, address, file upload, signature, appointment, HTML, media) | the matching field types of Funnelforms 5 |
| Loading screen | Loading animation with duration, animation, percent, size, own colour and text position (since 5.0.7, see Loading animation) |
| Admin mail and confirmation mail | E-mail to you and Confirmation to the visitor with converted placeholders |
| Webhooks | Webhooks in the data format of Funnelforms 4, so Zaps and Make scenarios keep working |
| Design | Theme, colours, font, size, corners, border, shadow, animation, background and custom CSS |
| Settings | Save progress, time limit, entry limit, retention period, header text, progress bar |
| Appointment field (Pro only) | one appointment type per field with times, duration, buffer, notice and time zone |
What is not taken over?
Each of these cases is a note on the imported form:
- Zapier and Make connected through the app (webhook addresses entered by hand keep working), SMS and WhatsApp messages, the AI lead caller of Funnelforms 4, payment fields, own JavaScript, the form password, background images and own uploaded fonts;
- conditions on sliders with two handles, date ranges and regions (that path is left out; rebuild it with branches);
- connected calendars: the appointment type is created, and you connect the calendar again in Funnelforms 5, see Connect a calendar.
What happens to images and files?
Funnelforms 4 keeps uploads in its own storage, which closes together with Funnelforms 4. So the import copies every image and file from that storage into your media library and points the form at the copy: answer images, media, downloads of the thank-you page and images in texts and mails. A second import uses the same copies. Images from other addresses, such as your website, stay as they are.
Per import file Funnelforms copies up to 100 images and files of up to 20 MB each. WordPress decides which file types it takes (SVG, for example, not by default). What was not copied keeps its address, and the form shows "Images and files still load from Funnelforms 4. Upload them to the media library and replace them before Funnelforms 4 is closed."
How do the leads arrive?
The leads files belong to the forms of the same export. For each lead Funnelforms looks up the form imported from it and creates an entry: answers with the question as the visitor saw it, contact details, consent, date, device, page, source and UTM values, archived or incomplete as in Funnelforms 4. Uploaded files and signatures go into the protected storage of the entry.
- Imported leads send no e-mails, no webhooks and no other actions, and count as read. The entry carries the badge From Funnelforms 4.
- Importing the same file again adds no lead twice.
- Booked appointments are an answer in the entry. They do not become appointments in Funnelforms 5 (no reminders, no cancellation link).
- The leads files contain no IP addresses. They do contain contact details: delete them from your computer after the import.
What applies in Funnelforms Free?
The import works the same in Free. Parts that belong to Funnelforms Pro (such as conditions with numbers, file uploads, address fields, appointments, webhooks or several mails) stay in the draft, and Free publishes the form only once you have removed them. Only Pro creates appointment types. What belongs to Pro is in Pro features in the Funnelforms Free editor.
Best practices
- Export a single form first and check the draft before you take over all of them.
- Import the forms file first, then the leads files. If you drop both at once, Funnelforms puts them in the right order itself.
- Keep the form in Funnelforms 4 online until the new one is published and tested.
- After publishing, send a test entry and check mails and webhooks.
Troubleshooting
| Problem | Cause | Solution |
|---|---|---|
| "the form of these leads is not imported yet" | The leads file came before its forms file, or the form is in the trash. | Import the forms file of Funnelforms 4 first, then the leads file again. |
| "Files still in Funnelforms 4: …" | Not all files are copied in one round. | Import the same leads file again. Leads already imported are skipped and the remaining files copied. |
| Images still load from Funnelforms 4 | WordPress refused a file type, or you may not upload files. | Upload the images to the media library yourself and replace them in the editor. |
| A form is in the list twice | You imported the same forms file twice. Every import of a file creates new drafts. | Delete the extra draft. Leads always go to the form imported last. |
| The file is too large | A file may be up to 10 MB. | Export the forms one by one. |
| A Zap no longer starts | Zapier or Make was connected through the Funnelforms 4 app. | Connect Zapier or Make again, see Zapier, Make and n8n. |
Tips
- Notes under To do before you can publish block publishing, the others do not. Read all of them anyway.
- Custom CSS is taken over, but the class names have changed. Check the look in the preview.
- A path that checked in Funnelforms 4 whether an answer is empty or does not contain a text was never taken there. In Funnelforms 5 it is taken; the note on the form names the place.
FAQ
Do my forms stay in Funnelforms 4? Yes. The export only reads them.
Do I have to include the leads? No. Without Include leads only the forms come over.
Does the import send mails to my leads? No. Imported leads send nothing.
What does the move cost? The import is part of the plugin. What your plan includes is in Funnelforms Free and Pro.