Advanced Documentation

Install the plugin

In your WordPress dashboard, go to Plugins → Add New Plugin → Upload Plugin. Choose the PearsFlow FlowBuilder Advanced ZIP file, then click Install Now and Activate Plugin.

Activate your licence

After activation, open Pearstec FlowBuilder Advanced 2.1 → Licence. Enter the licence key supplied with your purchase and click Activate Licence.

The licence is checked against your current website domain. When it is active, the full FlowBuilder menu and frontend forms become available.

Create a new form

Go to Pearstec FlowBuilder Advanced 2.1 → Add New Form. Add the form name, slug and description. Choose Active when the form is ready to receive enquiries.

• Enable Multi Tab Form for grouped sections.
• Enable Progress Percentage for longer forms.
• Set the submit button wording and success message.
• Add an admin notification email for this specific form.
• Enable customer acknowledgement if this form should send a confirmation email.

Click Save Form, then open the Form Builder tab.

Build fields, tabs and conditional logic

Inside the Form Builder tab, add a tab, then add the fields needed for that part of the customer journey. Set each field label, field name, placeholder, required status and validation rule where needed.

Use conditional logic to show a field only when another field has the selected value. You can also make a field required only when its condition is met.

Publish the form on a page

Open All Forms, then edit the form. The Shortcodes box at the top shows the exact shortcode for that form.

Use the full form shortcode:

Form not found or inactive.

Replace 123 with the form ID shown in your dashboard. Paste the shortcode into any WordPress page, post, widget or Elementor Shortcode widget.

For a specific tab only, use the tab shortcode displayed inside that form, for example:

Form not found or inactive.

Configure global form settings

Go to Form Settings to set the default success message and an optional redirect URL after a successful submission.

These settings apply across your FlowBuilder forms. A form can also have its own success message and notification email in its individual Form Settings.

Set up internal and customer emails

Go to Email Settings. First set your From name, From email and Reply-to email. Then configure the internal team notification and customer confirmation email.

Useful placeholders include {customer_name}, {customer_email}, {form_type}, {submission_date}, {postcode} and {submission_details}.

Protect forms and control service areas

Open Google reCAPTCHA. Enable protection, paste your Google reCAPTCHA v2 checkbox site key and secret key, then save. The checkbox appears on active FlowBuilder forms.

Open Service Areas when you need to allow or block specific Australian postcodes. Add the postcodes and write the message customers should see if their area is unsupported.

Manage submissions and export CSV

Go to Submissions to view enquiries from every form. You can filter them by submission status and date range.

• New
• In Progress
• Contacted
• Completed
• Closed

Open a submission row to update its status and add private admin notes. Click Save to keep your changes. Use Download CSV to export stored submissions.