How the page works

1. New form and Help, on every page of the module. Modules, on the left, goes back to the Module Manager.
2. The status line (see the table below).
3. The navigation, in four groups.
4. The name of the form opens it. Under it: its number and how many sign-ups are stored.
5. Active switches the form on or off.
6. Sign-ups, 7 days, with a small chart of the last 14 days.
7. Edit opens the form’s fields; the button next to it opens the other actions.
8. New form: the card that creates a form.

The status line sums up the shop (or the shops of your current selection):

The navigation has four groups:

• Overview: Forms, the list you start from, and the Checklist.
• Form: the pages of the form you opened: Fields, Design, Share, After submit, Tracking, Submissions and Statistics. Until you open a form, this group only says how to open one.
• Settings: General and Scheduled tasks, for every form of the shop (Settings and scheduled tasks).
• Help: Documentation, a short reminder of how the module works.

Some rules hold on every page:

• One Save per card. Each card has its own button and stores only its own fields. The confirmation, or what is wrong with a value and how to put it right, appears inside the card.
• Help on every field. The small i next to a label opens a short text under the field: what it does, its Default: value and When to use it:.
• Language tabs. Cards with texts for the visitors have a button per shop language at the top right. The texts of the selected language are shown; the others are kept.
• Permissions. An employee whose profile may only view the page sees every page, but cannot save, and does not see secrets such as the cron address or the webhook secret.

The list of forms

• Duplicate copies the form with its fields, texts, design and options, as the next event with the same questions. Links, sign-ups and statistics are not copied: the copy starts empty, active and without links.
• Delete deletes the form, its fields and links, all its sign-ups and all its statistics. You are asked to confirm, with the number of sign-ups that go with it. To keep the history, switch the form off instead; to keep the sign-ups, export them first.

Create a form

1. Click New form at the top of the page, or open the New form card under the list.
2. Enter a Title, for example “Green Building Expo 2026”. Without a title the form gets the module’s default title in each language (“Sign up” in English). With several shops, choose the Shop the form belongs to.
3. Click Create the form. The form’s Fields page opens.

A new form is ready to use at once: it has an email field (required, used as the person’s email address), a privacy consent checkbox (required), a title, an introduction, a button text and a thank-you message in every language of the shop. You change all of it on its pages.

When a form is open, its name and state are shown on top of each of its pages, with All forms to go back to the list and a tab for each page of the form.

The checklist

Overview › Checklist looks at your shop each time you open it. Every line passes, warns or needs a fix, says why, and links to the page that fixes it.

1. Checks in the status line: the same count, on every page.
2. The score: how many checks pass, and how many warn or need a fix.
3. One check: what is tested, and the reason for its state.

A check about an option that no form uses passes, with a reason such as “No form uses this option.”

Help and Documentation

Help at the top of the page opens Documentation: how the module works in five steps, the four channels, the shortcode, widget and embed codes, the privacy rules, what uninstalling deletes, Start the guided setup again, and the support address with your version number. Write to support with that version and what you did when something does not work as this guide says.

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