Help & Guide

Quick Start

Get your first order form live in under 5 minutes:

1. Create an account at ezformz.net/signup (free).
2. Click "New Form" on your dashboard. Give it a name and pick a template (or start blank).
3. Add your products by clicking the Products block, then adding product names, options, and prices.
4. Add fields from the left sidebar — drag them onto the canvas or click to add.
5. Customize the look — open Settings → Appearance to pick a theme or customize colors, fonts, and more.
6. Save and publish — click Save, go to the PUBLISH tab, toggle the form to "Open", and share the link.

Creating a Form

From your Dashboard, click the "+ New Form" button. You'll be asked for:

• Form Title — the name your buyers will see at the top of the form.
• Template — choose a starting point:

You can also save any form as a custom template and select it when creating new forms.

Editing Your Form

The form builder has three main areas:

• Left sidebar — Contains all available form elements. Click or drag to add them to your form.
• Canvas (center) — Shows a live preview of your form. Click any block to select it.
• Properties panel (right) — Appears when you select a block. Configure labels, options, styles, and more.

Inline Text Editing

For text-based blocks (Form Header, Heading, Text Box, Agreement), you can edit text directly on the canvas:

1. Click the block — a formatting toolbar appears at the top.
2. Click on the text to place your cursor and start typing.
3. Use the toolbar to change font, size, bold, italic, underline, alignment, and colors.
4. Click the gear icon in the toolbar to open the full properties panel.

Reordering Blocks

Drag blocks by their header bar to reorder them. You can also use the up/down arrows in the block header, or the double-up arrow to move a block to the top of its page. Touch drag is supported on mobile devices.

Duplicating & Deleting

Each block header has a Copy button to duplicate it and an × button to delete it. Singleton blocks (like Products or Name & Email) cannot be duplicated.

Saving

Click the Save button (or press Ctrl+S). The save button shows an orange dot when you have unsaved changes.

Undo

Click Undo or press Ctrl+Z to revert your last change. EZFormz keeps up to 30 undo steps per session.

Preview

Click the PREVIEW tab to see how your form looks to buyers. The preview renders your form exactly as it will appear on the public page, including theme, products, and all fields.

Sections

Sections are the core building blocks of your form. Most are singletons — you can only have one per form.

Fields

Fields are input elements for collecting information from buyers. You can add as many as you need.

Dropdown, Single Choice, and Checkboxes Options

After adding one of these fields, click it to open the properties panel. You'll see an options list where you can:

• Type an option name and press Enter or click + Add
• Click the × next to an option to remove it
• Drag options to reorder them

Calculation Fields

Calculation fields let you auto-compute values from other numeric fields. In the formula, reference fields by their label in curly braces:

• {Quantity} * {Price} — multiply two fields
• {Subtotal} * 1.08 — add 8% tax
• ({Rating} / 5) * 100 — convert rating to percentage

Output formats: Number, Currency ($), or Percent (%).

Hidden Fields

Hidden fields are not visible to buyers. Set a URL parameter name (like ref) and when someone opens your form via ezformz.net/f/slug?ref=google, the hidden field automatically captures "google". You can also set a default value as a fallback.

Layout Elements

Products

The Products block is the core of any order form. Here's how to set it up:

Adding Products

1. Click the Products block on the canvas to open its properties.
2. Click "+ Add Product" at the bottom of the products list.
3. Enter the product name, description (optional), and category (optional).
4. Click the image placeholder to upload a product photo.
5. Add at least one variant/option with a label and price (e.g., "Small - $19.99").

Variants & Pricing

Each product has one or more variants (also called options). Each variant has:

• Label — what the buyer sees (e.g., "5mg vial", "Large", "Bundle of 3")
• Price — the price for this variant
• Stock — leave blank for unlimited, or enter a number to limit availability
• Low Stock Threshold — get an email alert when stock drops to this number

Sale Pricing

Each variant can have a sale price with optional start and end dates:

• Sale Price — the discounted price shown to buyers (original price shows with a strikethrough)
• Sale Starts — when the sale becomes active (leave blank for immediately)
• Sale Ends — when the sale ends (leave blank for no end date)

Click "Clear Sale" to remove a sale and revert to the regular price.

Required Products & Fixed Quantity

• Required — toggle this on to require buyers to select this product before submitting
• Fixed Quantity — forces quantity to 1 (buyers can only add or remove, not change quantity)

Bulk Add Products

Click "Bulk Add" to paste a list of products. Supported formats:

• Product Name - $29.99
• Product Name, 29.99
• Product Name | Description | Category | $29.99

Each line becomes a product with one variant.

CSV Import

For large catalogs, use "Import CSV". Download the template CSV first to see the expected format. Columns:

Multiple rows with the same product_name are grouped as variants of the same product.

Display Options

• Variant Display — "Dropdown" (select from a list) or "Individual" (show each variant with its own quantity input)
• Image Size — Rectangle, Square, Portrait, or Auto
• Quantity Input — "Number" (type any amount) or "Dropdown" (pick from 1 to max)
• Category Filter — If products have categories, buyers can filter by category tabs

Shipping Options

Add shipping methods and add-ons to your form. The shipping editor is found in the Products block properties panel.

Shipping Methods vs. Add-ons

Methods are mutually exclusive (pick one). Add-ons stack on top of the selected method.

Setting Up Shipping

1. Click the Products block, then scroll to the Shipping Options section in the properties panel.
2. Click "+ Add Shipping Option".
3. Enter a label, price, and select the type (Method or Add-on).
4. Optionally upload an image for the option.
5. Drag to reorder options.

Shipping costs are added to the order total and shown in the cart summary.

Styling & Formatting

Most blocks support style customization. Select a block and check the Style section in the properties panel (or use the inline toolbar for text blocks).

Per-Block Style Options

Inline Toolbar (Quick Styling)

When you click a Heading, Form Header, Text Box, or Agreement block, a toolbar appears with the most common formatting options. Click the gear icon in the toolbar to open the full properties panel for advanced options.

Theme Engine

The Theme Engine lets you customize the look and feel of your entire form at once. Find it in Settings → Appearance.

Theme Presets

Pick a one-click preset to instantly style your form. Available presets:

• Standard: Default, Dark Mode, Minimal Light, Warm & Friendly, Ocean Blue, Elegant, Modern, Forest, Sunset Glow
• Seasonal/Holiday: Christmas, Valentine's, Halloween, 4th of July, Easter, Thanksgiving, St. Patrick's, New Year's, Memorial Day, Veterans Day

You can fine-tune any preset after applying it. You can also save your own custom themes to reuse across forms.

Multi-Page Forms

Split long forms into multiple pages to improve the buyer experience.

Adding Pages

Click the "+ Add Page" button above or below any page on the canvas. This inserts a page break — all blocks after the break appear on the next page.

How It Works for Buyers

• Each page shows a progress bar: "Step 1 of 3"
• Buyers click Next to advance (fields on the current page are validated first)
• A Back button lets them return to previous pages
• The final page has the Submit button

Removing Pages

Click "× Remove Page" in the page header. The blocks from that page merge into the previous page.

Conditional Logic

Show or hide fields based on what the buyer enters in other fields.

Setting Up a Condition

1. Select the field you want to conditionally show/hide.
2. In the properties panel, scroll to Conditional Logic.
3. Click "+ Add condition".
4. Choose the source field (the field whose value determines visibility).
5. Choose an operator: equals, does not equal, contains, is empty, is not empty.
6. Enter the target value (for dropdown/radio/checkbox sources, a dropdown of options appears).

Multiple Conditions

Add multiple conditions and choose:

• ALL — the field shows only when every condition is met
• ANY — the field shows when at least one condition is met

Smart Value Matching

The value input adapts to the source field type:

• Dropdown, radio, checkbox, image choice, and multi select — dropdown of their options
• Date — date picker
• Time — time picker
• Rating — 1–5 star dropdown
• Slider — number input matching the slider's range
• Agreement — "Checked" or "Unchecked"
• Coupon — "Applied" or "Not Applied"
• Text and number — plain text input

Form Settings

Click the SETTINGS tab in the builder header to access all form settings.

Notifications

Choose how you're notified when orders come in:

• Off — no email notifications
• Every order — instant email for each submission (default)
• Daily digest — one summary email per day with new orders
• Weekly digest — one summary email per week

Thank You Page

• Default — Shows a standard "Thank you" message after submission
• Custom — Set a custom heading, message, or redirect URL

Confirmation Email

• Toggle — Turn buyer confirmation emails on or off
• Custom Template — Write your own subject and body using template variables:

The custom body supports **bold**, *italic*, and [links](url) formatting.

Form Limits

• Max Submissions — Automatically close the form after this many orders (0 = unlimited)
• Close Date — Automatically close the form at a specific date and time

Security

• Password Protection — Require a password to access the form. Buyers see a password screen before the form loads. Passwords are hashed before storage.

Appearance

The Appearance section contains the full Theme Engine. You can also set:

• Background Image — Set a full-page background image behind the form

Google Sheets

Connect a Google Sheet to automatically sync orders. See Google Sheets Integration for setup details.

Templates

Templates save your form layout and products so you can reuse them.

Saving a Template

In the builder, go to SETTINGS → scroll to the Tools section → click "Save as Template". Give it a name, and your current blocks and products are saved.

Loading a Template

Click "Load Template" in Settings. Choose from built-in presets or your saved templates.

Backup & Restore

In Settings → Tools, click "Download Backup" to save your entire form as a JSON file. This includes all blocks, products, shipping options, settings, and theme configuration. To restore, click "Restore from Backup" and upload a previously downloaded file.

Sharing Your Form

Click the PUBLISH tab in the builder header to access all sharing options.

Share Link

Your form's public URL: ezformz.net/f/your-form-slug. Click Copy Link to copy it to your clipboard. You can edit the slug in Settings.

QR Code

A scannable QR code is generated automatically for your form link. You can:

• Download — save the QR code as an image
• Print — open a print-ready version

Embed Code

Get an iframe embed code to add your form to any website. Copy the code and paste it into your site's HTML. The embed is responsive and adjusts to the container width.

Toggling Form Open/Closed

Toggle the form between Open (accepting orders) and Closed from the Publish tab or the dashboard. Closed forms show a "Form Closed" message to visitors.

Managing Orders

Click "View Orders" from the builder or dashboard to see all submissions for a form.

Order Information

Each order shows:

• Submission date and time
• Customer name and email
• Shipping address (if collected)
• Items ordered with quantities and prices
• Shipping selections and costs
• Order total (with any coupon discount applied)
• Responses to custom fields (text, dropdowns, checkboxes, etc.)
• Payment proof image (if uploaded)

Order Statuses

Each order has a status you can update:

Use the dropdown on each order card to change its status. You can also use bulk operations to update or delete multiple orders at once.

Tracking Numbers

Add a tracking number to any order. When you save a tracking number, the buyer automatically receives an email notification with the tracking information.

Seller Notes

Add private notes to any order. These are only visible to you (the seller) and are never shown to the buyer.

Custom Messages

Send a custom email to any customer directly from the order card. The message is sent from your form's email address.

Resend Confirmation

Resend the order confirmation email to the buyer (and optionally to yourself).

Edit Orders

Click Edit on any order to modify items, quantities, customer info, address, notes, or tracking number. The order total is automatically recalculated when items change.

CSV Export

Export all orders to a CSV file. The export modal lets you choose which columns to include, and supports expanded columns for custom fields and individual product quantities.

PDF Receipts

Download a professional PDF receipt for any order. The receipt includes all order details, items, totals, and your form branding.

Poll & Checkbox Results

If your form includes Poll, Checkbox, or Multiple Choice fields, the orders page shows aggregate results as bar charts — see how respondents voted across all orders.

Product Summary

View aggregate product quantities across all orders to see which items are most popular.

My Orders (Customer View)

Logged-in buyers can view all their placed orders at ezformz.net/my-orders.

• Orders are grouped by form
• Each order shows a status progress bar (Pending → Confirmed → Shipped → Completed)
• Click an order to expand and see full details: items, shipping, custom fields, tracking info
• Tracking numbers are shown with links to carrier tracking pages (USPS, UPS, FedEx)
• Download a PDF receipt for any order

Order Editing (Customer Side)

After placing an order, buyers receive an edit link in their confirmation email. This allows them to request changes to their order.

How It Works

1. Buyer clicks the edit link in their confirmation email.
2. They see their current order and can modify: items, quantities, shipping method, address, and notes.
3. Changes are submitted as an edit request for seller review.
4. The seller sees pending edit requests on the orders page and can approve or reject them.
5. The buyer receives an email notification when their edit is approved or rejected.

Analytics

Each form has its own analytics page showing performance data. Access it from the dashboard or builder.

• Conversion Rate — percentage of form views that result in an order
• Revenue Chart — daily revenue and order count over time (7, 30, or 90 day views)
• Top Customers — your most active buyers ranked by order count and total spending

Google Sheets Integration

Automatically sync orders to a Google Sheet for easy reporting, accounting, or integration with other tools.

Setup

1. In the builder, go to SETTINGS → scroll to Google Sheets.
2. Paste your Google Sheet URL.
3. Share the sheet with the EZFormz service account email (shown in the settings panel) as an Editor.
4. Choose which columns to include in your sheet.
5. Click Save.

Available Columns

13 standard columns: Order ID, Date, Customer Name, Email, Status, Items, Shipping, Coupon, Total, Shipping Address, Notes, Tracking, and Custom Fields.

Plus dynamic columns that expand automatically:

• Custom field columns — each form field (text, dropdown, checkbox, etc.) gets its own column. Checkbox, poll, and multi-select fields expand into individual columns per option.
• Product columns — each product+variant combo gets its own column showing the quantity ordered.

The sheet automatically maintains a TOTALS row with sum formulas for product quantities and tally formulas for checkbox/poll options.

Syncing Orders

New orders are automatically appended to the sheet when submitted. You can also bulk-push existing orders from the orders page using the Sync to Sheet button. Duplicate orders are detected and skipped.

Save & Continue Later

Buyers can save their progress on a long form and come back later to finish.

How It Works

1. The buyer clicks "Save Progress" at the bottom of the form.
2. They enter their email address.
3. A resume link is emailed to them.
4. When they click the link, the form reopens with all their previous entries pre-filled.

AI Form Builder

Let AI create complete order forms for you. Just describe what you want to sell — products, prices, payment method, style — and the AI builds your entire form with product photos, custom themes, shipping options, and everything ready to share.

How It Works

1. Go to Account Settings → AI Builder.
2. Click "Open Form Builder in ChatGPT".
3. Sign in with your EZFormz account when prompted (one-time setup).
4. Describe your form — what you sell, your prices, payment method, and any style preferences.
5. The AI creates your complete form and gives you the live URL.

What AI Can Do

• Create forms from scratch — describe your products and the AI builds the full form with blocks, pricing, and layout.
• Find real product photos — the AI searches the web for actual product images and uploads them to your form.
• Upload your photos — send images directly in the chat and the AI attaches them to your products.
• Apply custom themes — request any color scheme, font, or style and the AI configures all the visual settings.
• Set up shipping & coupons — add shipping methods, addons, and discount codes.
• Edit existing forms — ask the AI to change products, update prices, swap images, or restyle an existing form.

Example Prompt

Requirements

• A free ChatGPT account (no paid subscription needed).
• No API key required — you sign in with your EZFormz account directly.

API Access

EZFormz has a full REST API that lets you create and manage forms programmatically. This is useful for developers, automation tools, and advanced integrations.

Getting an API Key

1. Go to Account Settings → AI Builder → API Keys tab.
2. Click "+ Create Key".
3. Give your key a name (e.g., "My Integration") and click Create.
4. Copy your key immediately — it will not be shown again.

Using the API

The API base URL is https://ezformz.net/api/v1/. All requests require your API key in the Authorization header:

Authorization: Bearer ezf_live_your_key_here

Key Endpoints

Interactive Documentation

Full interactive API documentation is available at ezformz.net/api-docs. You can explore all endpoints, see request/response schemas, and try requests directly from your browser.

Self-Documenting API

Call GET /api/v1/ (no authentication required) to get the complete API reference including all 34 block types, theme options, product structure, and example payloads. This is useful for AI agents and automation tools that need to discover the API capabilities.

Rate Limits

The API is limited to 60 requests per minute per API key. Rate limit information is included in response headers: X-RateLimit-Limit, X-RateLimit-Remaining, and X-RateLimit-Reset.

Dashboard

Your Dashboard is the home base for managing all your forms and getting a quick overview of your business.

Widgets

The dashboard features 7 customizable widgets:

• Today's Revenue — total revenue from today's orders
• Pending Orders — orders awaiting action
• Shipping Queue — confirmed orders ready to ship
• My Forms — all your forms with quick actions
• Low Stock Alerts — variants approaching zero stock
• Repeat Customers — customers who've ordered multiple times
• Avg Order Value — average order total across all forms

Drag widgets to reorder them. Click the collapse arrow to minimize any widget. Your layout is saved automatically.

Quick Actions

From the dashboard you can:

• Create new forms (with template selection)
• Toggle forms open/closed
• Duplicate or delete forms
• Generate QR codes for any form
• Quick-sync orders to Google Sheets
• Jump to the builder, orders, or analytics for any form

Account Settings

Manage your account at ezformz.net/account.

Auto-Delete

For privacy, you can configure automatic data deletion:

• What to delete — Orders only, Orders + Forms, or Everything
• After how long — 30, 60, 90, 180, or 365 days of inactivity

Auto-delete runs daily. Deleted data cannot be recovered.

Delete Account

Permanently delete your account and all associated data (forms, products, orders, images, templates, themes). This action is irreversible.

Keyboard Shortcuts

On Mac, use Cmd instead of Ctrl.

Security & Privacy

Frequently Asked Questions