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Adding and Using Products in Forms – BizStackPro Help

Adding and Using Products in Forms

Q: How do I add products to a form?

Navigate to the Sites tab, select Forms, create or edit a form, and drag and drop the Sell Product element onto your form canvas. Connect the payment gateway and select the product you want to include.

Q: Can I add recurring products to my form?

Yes. Create a recurring product from the payments tab, then go to forms or surveys, add the payments element, and select your recurring product from the Add Product section.

Q: How can I customize the appearance of my form?

Use the available themes and styling options to choose your form’s look. You can select from different layout options and add up to 20 products.

Q: What details are included in payment tracking?

Payment submissions include the payment amount, order ID, and payment status. Click the Order ID to view detailed order information, and use the export options to export submission details.

Q: Are there any limitations I should be aware of?

NMI and Authorize.net require the First Name field. Refund amounts are not captured. The old API-based Stripe connect method is no longer supported. The payment element will not display in calendars with custom-form payment elements. Multi-payment support with multi-native forms in a funnel is not yet available. Undo/Redo is not supported with the payment element.

Seamlessly add products to BizStackPro Forms to sell items or collect custom amounts—with variants, inventory-aware quantities, tax, coupons, flexible layouts, tracking, and workflow automation.

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Turning Forms Into Simple Checkout Experiences

You may be using forms to collect information, but they can also be used to sell products and collect payments.

Adding products directly into forms creates a streamlined experience where users can select items, apply discounts, and complete payments in one place.

Without the right setup, forms can become confusing or fail to capture payments correctly.

This guide will show you how to add and manage products so your forms work as simple, effective checkout pages.

Once you understand how product elements work, follow the sections below to add items, configure payments, and track orders inside your BizStackPro forms.

Overview

You can add products directly inside Forms for a streamlined checkout experience. Depending on your setup, you can sell a product, collect a custom amount, support variants, respect inventory quantities, and apply taxes and coupons.

Sell products or collect custom amounts
Variants and inventory-aware quantities (when configured)
Taxes and coupons (when enabled)
Payment tracking in submissions + workflows for follow-up

Getting Started

Create your product in Payments > Products (or confirm it already exists).
Confirm your payment gateway is connected.
Decide whether you’re working in Live or Test mode while building.

Pro tip: Build and test the full form flow in Test mode first, then switch to Live before publishing.

How to Add Products to a Form

Go to the Sites tab and select Forms.
Create a new form or open an existing form to edit.
Click the elements icon (top-right), then drag and drop the Sell Product element onto the canvas.
Connect your payment gateway and toggle Live/Test as needed.
Click Add Product and select the product you want to include.
Customize the product block (example: descriptions, images, pricing display, and layout).

Follow along: Sites → Forms → open form → add Sell Product element → connect gateway → Add Product → customize → save.

Recurring Products

If you offer subscriptions, you can use recurring products in Forms and Surveys.

Create your recurring product in Payments.
Go to Forms (or Surveys) and add the payments/product element.
Select your recurring product from Add Product.

Coupons

Create coupon codes under Payments > Coupons.
Enable coupons inside the payment/product element so customers can apply discounts.

Customize Form Appearance

Choose from preset themes and styling controls.
Select from available layout options for the product display.
Add up to 20 products per form.
Embed forms in funnels and use them as one-step order forms when needed.

Pro tip: Keep the first view simple—one featured offer, then add upsell products lower on the page.

Tracking Payments

Submission records include payment amount, order ID, and payment status.
Click the Order ID to view detailed order information.
Use built-in export options to download submission details.

Email Notifications & Workflows

Email notifications can reflect the payment status and amount.
Automate follow-up using a Payment Received trigger (source: Forms) in Workflows.

Follow along: Workflow → trigger: Payment Received (Forms) → send receipt / deliver access / notify team.

Important Notes

NMI and Authorize.net require the First Name field when using the payment element in forms.
Refund amounts are not captured at this time.
The old API-based Stripe connect method is no longer supported.
The payment element will not display in calendars using custom-form payment elements.
Multi-payment support with multi-native forms in a funnel is not yet available.
Undo/Redo is not supported with the payment element.

Tip: If checkout isn’t working, confirm you have required fields (like First Name for NMI/Authorize.net) and that your gateway is connected in the correct mode (Test vs Live).

Save & Preview

Click Save after configuring products and styling.
Use Preview to validate product display and the payment flow.
Run a quick test submission to confirm tracking and workflow triggers.

Want forms that collect payments and automate follow-up?

BizStackPro combines forms, payments, workflows, and CRM—so you can capture orders and deliver the next step automatically.

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Frequently Asked Questions

How do I add products to a form?

Go to Sites > Forms, edit a form, drag in the Sell Product element, connect your gateway, and select your product.

Can I add recurring products to my form?

Yes. Create a recurring product in Payments, then add the payment/product element in your form or survey and select it from Add Product.

How can I customize the appearance of my form?

Use themes and layout options, and add up to 20 products. You can also embed forms in funnels for one-step order flows.

What details are included in payment tracking?

Submissions include the amount, order ID, and payment status. Click the Order ID for details, or export submission data.

Are there any limitations I should be aware of?

NMI/Authorize.net require First Name; refunds aren’t captured; old API Stripe connect is unsupported; payment element won’t show in certain calendar setups; multi-payment + multi-native forms isn’t available; Undo/Redo isn’t supported.

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Turn Forms Into Simple Checkout Pages

Add products, apply coupons, track orders, and trigger automations—so your form becomes a clean one-step checkout and your follow-up happens automatically.

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Sell smoother. Automate faster.

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