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. Save and publish — click Save, go to Settings → Publishing, 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.
• Description (optional) — a short description shown below the title.
• Template — choose a starting point:

You can also save any form as a custom template to reuse later.

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, Rich Text, 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 (for image upload, advanced styles, etc.).

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.

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.

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 Multi Choice 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 (%).

Image Choice

Each option in an Image Choice field has two parts: an image and a caption. Upload or paste a URL for each image, and give it a short label. Toggle "Allow Multiple" in the properties panel to let buyers pick more than one option.

Multi Select

Buyers see a compact dropdown they click to open. They can search to filter long lists, and selected items appear as removable tags above the dropdown. Works like checkboxes but takes up less space — great when you have many options.

Slider

A slider lets buyers drag a handle to pick a number within a range you define. Set the lowest value, highest value, step size (how much it moves per notch), and starting position. You can also choose to show or hide the current number next to the slider.

Hidden Fields

Hidden fields are not visible to buyers at all. They're useful for tracking where orders come from. Set a URL parameter name (like ref) and when someone opens your form via yourform.com/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). Variants represent sizes, colors, packages, or any variation with its own price. 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

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

In the Products properties panel, you can configure:

• 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

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

Select any block and look for the Style section in the properties panel. Available options include:

Inline Toolbar (Quick Styling)

When you click a Heading, Form Header, Rich Text, or Agreement block, a toolbar appears with the most common formatting options: font, size, bold, italic, underline, alignment, font color, and background color.

For advanced options (letter spacing, line height, opacity, and block-specific settings like image upload), click the gear icon in the toolbar to open the full properties panel.

Theme Engine

The Theme Engine lets you customize the look and feel of your entire form at once. Find it in Settings → Appearance. Changes apply to all blocks on the form.

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

Which Fields Can Be Condition Sources?

Almost any field that a buyer interacts with can be used as a condition source: Short Text, Long Text, Number, Dropdown, Single Choice, Multi Choice, Image Choice, Multi Select, Phone, Price, Date, Time, Slider, Star Rating, File Upload, Agreement, Hidden Field, Coupon Code, and Calculation.

Smart Value Matching

When you set up a condition, the value input adapts to the source field type:

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

Which Blocks Can Have Conditions?

You can add conditional visibility to almost every block. The only exceptions are: Form Header, Payment Instructions, Page Break, Divider, and Heading.

Form Settings

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

Publishing

• Form Status — Toggle between Open (accepting orders) and Closed
• Share Link — The public URL for your form (ezformz.net/f/your-slug)
• Form Slug — The URL-friendly name (editable)

Notifications

• Email Notifications — Receive an email every time someone submits an order

Thank You Page

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

Confirmation Email

• Confirmation Email — Toggle on/off. Sends an order confirmation to the buyer's email
• Custom Template — Write your own subject and body (supports **bold**, *italic*, and [links](url))

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

Appearance

The Appearance section contains the full Theme Engine — customize colors, fonts, buttons, inputs, product cards, form width, borders, and more. See the Theme Engine section under Styling & Formatting for full details.

• Background Image — Set a full-page background image behind the form
• Theme Presets — One-click color schemes including seasonal/holiday themes

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. Loading a template replaces your current form layout.

Backup & Restore

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

Sharing Your Form

1. Make sure your form is saved.
2. Go to SETTINGS → Publishing.
3. Toggle the form to Open.
4. Copy the share link and send it to your buyers.

The share link format is: ezformz.net/f/your-form-slug

You can also find the share link in the PUBLISH tab of the builder header.

Viewing Orders

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

Each order shows:

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

Keyboard Shortcuts

On Mac, use Cmd instead of Ctrl.

Security & Privacy

EZFormz is built on enterprise-grade infrastructure designed to keep your data safe.

Frequently Asked Questions