Quick Answer
How do you build and use a form in BizStackPro?
Go to Sites → Forms → Builder, create a form from scratch or use a template, add the fields and elements you need, configure conditional logic and submission actions, adjust the form's appearance, then save and test the complete form before publishing.
Turning Forms Into Tools That Drive Action
Forms can do more than collect information. They can also guide users toward specific next steps.
With the right structure, forms can qualify leads, trigger automation, collect payments, and direct users based on their responses.
Without using these features, forms often become simple data collection tools instead of part of a larger system.
This guide shows you how to build and use forms so they support both data collection and workflow automation.
Forms at a Glance
Before You Begin
Start in Sites → Forms → Builder and decide whether you want to create the form from scratch or use a template.
- Add the fields and elements needed for the information you want to collect.
- Plan any conditional logic or submission actions the form needs.
- Run a full test submission, including on mobile, before publishing.
Forms Areas in BizStackPro
Forms are organized so you can build, review, and manage responses from one place.
Builder
Create new forms or edit existing forms.
Analyze
View submission metrics and performance insights.
Submissions
Search, sort, export, and review responses.
Follow along
Go to Sites → Forms, then open Builder to start creating.
Build and Edit a Form
Step 1: Open the Builder
Navigate to Sites → Forms and open Builder.
Step 2: Start the Form
Create a form from scratch or select a template.
Step 3: Add Elements
Click the + to add elements, then drag and drop them into your form.
Step 4: Add Custom Fields
Add any needed custom fields from the Custom Fields area if it is available in your builder view.
Step 5: Configure Logic
Use the logic icon to add conditional actions such as redirects, messages, disqualification, and showing or hiding fields.
Step 6: Adjust the Appearance
Open Styles & Options to adjust the theme, layout, backgrounds, and other appearance settings.
Step 7: Choose the Submission Action
Choose what happens after submission, such as a thank-you message, redirect, or order confirmation when payments are involved.
Step 8: Review Version History
Use Version History if you need to restore a previous version.
Step 9: Integrate the Form
Integrate the form using a link or embed code, or connect it to other BizStackPro assets such as funnels or calendars when applicable.
Step 10: Save the Form
Save frequently while working and complete a final save before publishing.
Test before publishing
Run a full test submission, including on mobile, to confirm logic rules, required fields, and submission actions.
Use Conditional Logic to Guide Next Steps
Conditional logic turns a basic form into a lead qualifier. Route people based on their answers so the right contacts land in the right workflow.
Redirect
Redirect qualified leads to a booking, checkout, or another page.
Show a Message
Display a specific message based on the person's response.
Disqualify
Disqualify submissions when required criteria are not met.
Show or Hide Fields
Show or hide fields to keep the form shorter and more relevant.
Keep logic simple
Test every path in Preview mode. One missed branch can break the experience for real users.
Collect Payments With the Payments Element
If you sell products or collect fees, add a Payments element so people can submit the form and pay in one flow.
Step 1: Open Available Elements
In the builder, click the + icon.
Step 2: Add Payments
Find Payments and drag it into your form.
Step 3: Configure the Payment
Configure the payment or product details in the settings panel.
Step 4: Test the Payment Flow
Save and run a test payment, or use a test mode flow, to confirm the experience.
What users see after payment
After a successful payment, an order confirmation appears automatically and typically matches the form's theme.
Integrate Forms Into Your Site, Funnels, or Workflows
Once your form is ready, place it where people will use it and connect submissions to automation so follow-ups can happen quickly.
- Share the form through a direct link or embed code.
- Connect forms to funnels or other BizStackPro experiences when available.
- Use submissions as a trigger for automation and follow-up.
Best Practices
Test Every Logic Path
Confirm redirects, messages, disqualification rules, and field visibility before publishing.
Test on Mobile
Complete a full mobile submission to confirm required fields, logic, and submission actions.
Save Frequently
Save while building and complete a final save before publishing.
Frequently Asked Questions
How do I add a Payments element to my form?
In the form builder, click the + icon, locate the Payments element, and drag it into your form.
What happens when a payment is made through the form?
After a successful payment, an order confirmation page displays automatically and typically matches the form’s theme.
Can I customize the order confirmation page after a payment?
Customization is limited. The confirmation experience is designed to follow your form’s theme and settings.
What actions can I set for form submission besides order confirmation?
You can redirect to a URL, show a thank-you message, or display an order confirmation when products are sold.
How can I use conditional logic in my forms?
Use the logic icon in the form builder to set rules for redirects, messages, disqualification, or showing/hiding fields based on responses.
Continue Learning
Continue with related Forms guides for conditional logic, custom fields, products, and submitted form data.
