Flowbuilder Basic Documentation

1. Install the plugin

Download the plugin ZIP after purchase. Do not unzip it before uploading to WordPress.

Open PluginsIn your WordPress dashboard, go to Plugins, then Add New Plugin.
Upload the ZIPSelect Upload Plugin, choose the Pearstec FlowBuilder Basic ZIP file, then click Install Now.
Activate itClick Activate Plugin. You will then see FlowBuilder in the left WordPress menu.

Basic does not need a licence key or activation code.

2. Create a new form

Go to FlowBuilder, then Add New Form. Enter the form name, slug and optional description.

Choose the statusSet the form to Active when you are ready to show it on your site.
Choose form behaviourEnable Multi Tab Form for separate form categories. Enable Progress Percentage when visitors should see their progress through a longer form.
Set the responseChoose the submit button text, success message and admin notification email address.
Create FormClick Create Form. The plugin opens the form settings and builder screen.

3. Build tabs, steps and fields

Open your form from FlowBuilder, then All Forms. In Edit Form, choose Form Builder.

Tabs

Use tabs for separate paths such as Personal, Business or Existing Customer. Click Add New Tab and set its title, slug, description and status.

Steps

Each tab can contain steps. Add a clear title and subtitle, then place the relevant fields inside that step.

Fields

Click Add Field inside a step. Set the label, field name, type, width, placeholder and whether the field is required.

Options

Select Dropdown, Radio Buttons and Checkboxes allow you to add options. Give every option a label and value. You can set a default option.

Field type	Best use
Text, Email, Phone, Number	Names, contact details and simple answers.
Textarea	Long messages, descriptions and requirements.
Select, Radio, Checkboxes	Choices, categories and multiple selections.
Date, Time, Address, Postcode	Structured appointment or location information.
File Upload	Allow visitors to attach a document or image.
Hidden, HTML, Section Heading, Divider	Form structure, content and information that visitors do not need to type.

Click Save Form after changes in Form Settings or Form Builder. The changes are not published until the form is saved.

4. Use conditional fields

Conditional logic controls whether a field appears based on a visitor's previous answer. Use a dropdown, radio button or checkbox field as the decision field.

Create the selection fieldFor example, create a radio field called Service Type with options such as Consultation, Quote and Support.
Add the field that should appear laterCreate the follow-up field in the correct step.
Set its conditionChoose the controlling field, condition operator and matching option value. Save the form and test it on the front end.

Use the exact option value saved in the selection field. Test every path after making a conditional rule.

5. Publish your form with a shortcode

Open FlowBuilder, then All Forms. The Shortcode column shows the code for each form. You can also find shortcodes at the top of the Edit Form screen.

        
                            
                                            
                                            
                                    
            
            
                
                    
                    
                    
                    
                    
                                            
                                                            
                                                                                                                
                                            
                                                Step 1 of 1
                                                100%
                                            
                                            

                                                                                            Your Details
                                                                                                                                        Please complete the fields below.
                                            
                                            
                                                Full Name *
Email Address *
Phone Number 
Message *
                                            

                                            
                                                                                            
                                                    
                                                
                                                                                        
                                                
                                                
                                                                                                                                                                
                                                                                                    
                                            
                                        
                                                                    
                                                    
                                            
                                                            
                                                                                                                
                                            
                                                Step 1 of 1
                                                100%
                                            
                                            

                                                                                            Expectations
                                                                                        
                                            
                                                What is your budget? 
Monthly Revenue

Replace 1 with your form ID. Paste the shortcode into a WordPress Shortcode block, Elementor Shortcode widget or any page builder shortcode area.

To display one specific tab only, use:

        
            
            
                
                    
                    
                    
                    
                    
                                            
                                                            
                                                                                                                
                                            
                                                Step 1 of 1
                                                100%
                                            
                                            

                                                                                            Your Details
                                                                                                                                        Please complete the fields below.
                                            
                                            
                                                Full Name *
Email Address *
Phone Number 
Message *
                                            

                                            
                                                                                            
                                                    
                                                
                                                                                        
                                                
                                                
                                                                                                                                                                
                                                                                                    
                                            
                                        
                                                                    
                                                    
                                            
                                                            
                                                                                                                
                                            
                                                Step 1 of 1
                                                100%
                                            
                                            

                                                                                            Expectations
                                                                                        
                                            
                                                What is your budget? 
Monthly Revenue

6. Set up form emails

Each form has its own admin notification address. Set it inside the form's Form Settings tab under Admin Notification Email.

Admin notification

Enter the email address that should receive each form entry. This is ideal for your sales, support or administration inbox.

Customer acknowledgement

Tick Enable Customer Acknowledgement Email when the visitor should receive a confirmation after submitting the form.

For site-wide email wording and delivery options, open FlowBuilder, then Email Settings.

Use a domain email address, such as hello@yourdomain.com. If email delivery is unreliable, configure a WordPress SMTP service.

7. Protect forms with Google reCAPTCHA

Go to FlowBuilder, then Google reCAPTCHA. Create a reCAPTCHA site key and secret key in your Google reCAPTCHA account for the exact website domain where the form is shown.

Enable reCAPTCHATurn on the setting and choose the supported reCAPTCHA version.
Add the keysPaste the Site Key and Secret Key from Google, then save the settings.
Test the formOpen the live page in a private browser window and submit a test entry.

8. View submissions and export CSV

Go to FlowBuilder, then Submissions to review entries received through your forms. Open a form's View Submissions link from All Forms for entries related to that form.

Review entriesCheck the submitted fields and date from your WordPress dashboard.
Export dataGo to FlowBuilder, then Export to download submissions as a CSV file for reporting, follow-up or record keeping.
Keep data secureGive WordPress administrator access only to people who need to view form entries.

Frequently asked questions

Does Basic have a licence requirement?

No. Basic does not require a licence key or activation.

Can I create more than one form?

Yes. Create and manage forms from FlowBuilder, then All Forms.

Can I show different forms on different pages?

Yes. Every form has its own shortcode. Place the relevant shortcode on each page.

Why is my form not visible?

Check that the form status is Active, the shortcode uses the correct form ID, and the page has been updated or published.

Why am I not receiving emails?

Check the notification email address. Then test WordPress email delivery through an SMTP service if needed.

Set up your first form.