BizStackPro Forms Help Guide

Adding and Using Products in Forms

Add products to BizStackPro Forms to sell items or collect custom amounts while supporting product options, payment tracking, coupons, recurring products, and workflow follow-up.

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Quick Answer

How do you add a product to a BizStackPro form?

Go to Sites → Forms, create or edit a form, add the Sell Product element, connect your payment gateway, choose Live or Test mode, and use Add Product to select the product you want to include.

Turning Forms Into Simple Checkout Experiences

Forms can be used to collect information, but they can also be used to sell products and collect payments.

Adding products directly inside Forms creates a streamlined checkout experience where customers can select items and complete payments in one place.

Depending on your setup, you can sell a product, collect a custom amount, support variants, respect inventory quantities, and apply taxes and coupons.

Product forms can support more than checkout

Payment submissions can also be tracked and used with workflows for follow-up after a payment is received.

Products in Forms at a Glance

Location Sites → Forms

Element Sell Product

Product Types One-Time / Recurring

Discounts Coupons

Product Limit Up to 20

Payment Modes Test / Live

Getting Started

Prepare the product and payment connection before adding the product element to your form.

Create your product in Payments → Products, or confirm that it already exists.
Confirm that your payment gateway is connected.
Decide whether you are working in Live or Test mode while building the form.

Test before publishing

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

How to Add Products to a Form

Step 1: Open Forms

Go to the Sites tab and select Forms.

Step 2: Create or Open a Form

Create a new form or open an existing form to edit.

Step 3: Add the Sell Product Element

Click the elements icon in the top-right, then drag and drop the Sell Product element onto the form canvas.

Step 4: Connect the Payment Gateway

Connect your payment gateway and toggle Live or Test as needed.

Step 5: Add the Product

Click Add Product and select the product you want to include.

Step 6: Customize the Product Block

Customize the product block, including available options for descriptions, images, pricing display, and layout.

Product setup path

Sites → Forms → open form → add Sell Product → connect gateway → Add Product → customize → save.

Recurring Products

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

Step 1: Create the Recurring Product

Create your recurring product in Payments.

Step 2: Add the Payment or Product Element

Go to Forms or Surveys and add the payments/product element.

Step 3: Select the Recurring Product

Select the recurring product from Add Product.

Coupons

Step 1: Create the Coupon

Create coupon codes under Payments → Coupons.

Step 2: Enable Coupons

Enable coupons inside the payment/product element so customers can apply discounts.

Customize Form Appearance

Themes

Choose from preset themes and available styling controls.

Layout Options

Select from the available layout options for your product display.

Multiple Products

Add up to 20 products to a form.

Funnel Use

Embed forms in funnels and use them as one-step order forms when needed.

Keep the first view simple

Lead with one featured offer, then add additional products lower on the page when needed.

Tracking Payments

Submission records include the payment amount, order ID, and payment status.
Click the Order ID to view detailed order information.
Use the 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 with Forms as the source in Workflows.

Workflow path

Workflow → trigger: Payment Received (Forms) → send receipt, deliver access, or notify your team.

Important Notes

NMI and Authorize.net

Requirement: The First Name field is required when using the payment element in forms.

Refund Amounts

Limitation: Refund amounts are not captured at this time.

Stripe Connection

Limitation: The old API-based Stripe connect method is no longer supported.

Calendar Custom Forms

Limitation: The payment element will not display in calendars using custom-form payment elements.

Multiple Payments

Limitation: Multi-payment support with multi-native forms in a funnel is not yet available.

Undo / Redo

Limitation: Undo/Redo is not supported with the payment element.

If checkout is not working

Confirm that required fields are present for your gateway and that the gateway is connected in the correct Test or Live mode.

Save & Preview

Step 1: Save the Form

Click Save after configuring products and styling.

Step 2: Preview the Checkout

Use Preview to validate the product display and payment flow.

Step 3: Run a Test Submission

Run a quick test submission to confirm tracking and workflow triggers.

Frequently Asked Questions

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.

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.

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.

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.

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.

Continue Learning

Continue with related Forms guides for payment collection, submissions, and form design.

Recommended Next Step

Review Your Form Submissions and Payment Details

After adding products and testing the checkout flow, continue with the submissions guide to learn where form submissions are managed.

Connect Forms, Payments, and Follow-Up

BizStackPro brings forms, products, payments, workflows, and customer management together so you can collect an order and continue the customer journey from the same platform.

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