User Guide

Step-by-step guides for setting up forms, fields, submissions, automations, and everyday Elzo Forms workflows.

Articles covering several topics appear under each relevant topic.

Getting Started

All Getting Started articles

  • Get Started with Elzo Forms

    Free · PRO

    Learn what Elzo Forms does and where to begin after installing the plugin.

  • Create and Publish Your First Form

    Free · PRO

    Build a short contact form, add it to a page with the Elzo Form block, and confirm that a test submission is saved.

  • Free vs PRO

    Free · PRO

    Understand what is included in Elzo Forms Free and what Elzo Forms PRO adds.

Fields

All Fields articles

  • Field Types Overview

    Free · PRO

    Learn what each Elzo Forms field type collects, which settings it offers, and what it stores in a submission.

  • Field Settings

    Free · PRO

    Configure the settings every Elzo Forms field shares: label, required, help text, width, identifiers and admin options.

  • Conditional Logic for Fields

    Free · PRO

    Show or hide a form field based on another field's value, whether the visitor is logged in, or the page the form is on.

Conditional Logic

All Conditional Logic articles

  • Conditional Logic for Fields

    Free · PRO

    Show or hide a form field based on another field's value, whether the visitor is logged in, or the page the form is on.

  • Advanced Conditional Logic in PRO

    PRO

    Use the PRO condition types — User, Cookie, URL, and Date and Time — to show or hide form fields based on visitor context.

Automations

All Automations articles

  • Advanced Conditional Logic in PRO

    PRO

    Use the PRO condition types — User, Cookie, URL, and Date and Time — to show or hide form fields based on visitor context.

  • Automations Overview

    PRO

    Understand how Elzo Forms PRO automations run workflows after form submission.

  • Create Your First Automation

    PRO

    Create a simple PRO automation that runs after a form is submitted.

  • Automation Actions

    PRO

    Add actions to an automation, order them, pass data between them, and control what happens when one fails.

  • Webhook Action

    PRO

    Send submission data to an external HTTP endpoint using the PRO Webhook automation action.

  • Global Automations

    PRO

    Create automations at site level and control which forms they run for.

  • Automation Health and Troubleshooting

    PRO

    Use Automation Health to see which automations ran for a submission and to diagnose failures.

Form Builder

All Form Builder articles

  • Multi-Step Forms

    Free · PRO

    Split longer forms into clear steps so they are easier to complete.

Submissions

All Submissions articles

Email Notifications

All Email Notifications articles

Webhooks

All Webhooks articles

  • Webhook Action

    PRO

    Send submission data to an external HTTP endpoint using the PRO Webhook automation action.

Troubleshooting

All Troubleshooting articles
 
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