01 / ASK
Start with a clear purpose.
Illustrative application view: Form Builder.
Choose only the information needed for the request.
Home / Business Applications / Forms & Lead Capture / Dynamic Forms Pro
Business Applications · Forms & Lead Capture
Dynamic Forms Pro
Turn everyday requests into connected workflows.
Dynamic Forms Pro brings Forminator Pro’s forms, polls and quizzes to your WordPress website. Collect the right information, guide people through relevant questions and give your team a clear next step after submission.
Compare SiteHeros PlansILLUSTRATIVE WORKFLOW · NO DATA COLLECTED
One request. The right next step.
A fictional service enquiry begins with one choice. Explore how the relevant questions and team handoff can change.
PATH A · NEW PROJECT
Tell us what you want to build.
Relevant questions: project goals, type of website and preferred timing.
Illustrative handoff → The configured project enquiry recipient. Actual routing must be set up and tested.
PATH B · EXISTING-SITE HELP
Show us what needs attention.
Relevant questions: affected page, issue summary and an optional permitted attachment.
Illustrative handoff → The configured support recipient. This example does not create a support request.
Both paths lead to a reviewed submission and a configured notification. There are no live fields, uploads or submissions in this illustration.
THE CONNECTED JOURNEY
Ask. Adapt. Submit. Route.
Four parts of one considered workflow. Each needs a clear purpose, a configured destination and a complete test.
02 / ADAPT
Keep each path relevant.
Illustrative application view: Conditional Logic.
Conditional questions follow the answer and the configured rule.
03 / SUBMIT
Make completion clear.
Illustrative application view: Submissions.
A confirmation and stored entry depend on the selected settings.
04 / ROUTE
Give the next step an owner.
Illustrative application view: Email Notifications.
Configure recipients, integrations and follow-through, then test them.
01 / CAPTURE
Capture the right details.
Build the request around the information you actually need.
01 / FEATURE GUIDE
Start with the request you need to understand
A useful form begins with a clear purpose: an enquiry, registration, project brief or request for service. Build visually, arrange the fields, adjust their labels and decide what is required. Forms can sit within pages or posts so visitors can respond where the context is already clear. Start from a preset or cloud template, adapt an existing form, or use supported Contact Form 7 import tools. Review every reused destination and field before publication.
Illustrative application view: Fields and Options.
02 / FEATURE GUIDE
Choose fields that fit the task
Collect names, contact details, selections, dates, numbers and supporting uploads using field types suited to the answer. Labels, help text and required-field choices should explain what you need without creating unnecessary work. An enquiry might ask for the service, preferred contact method and a concise description. Upload fields need deliberate file-type, quantity and size limits, together with appropriate storage and privacy decisions.
03 / FEATURE GUIDE
Show the questions that matter
Conditional logic makes different paths possible within the same form. For example, selecting an existing website can reveal a website-address question, while selecting a new website can reveal starting requirements. This helps keep unrelated questions out of the visitor’s way. Conditions affecting payments or connected services need testing across the entire journey, including combinations that should not trigger a particular action.
04 / FEATURE GUIDE
Collect repeated details and calculate useful totals
Field groups organize related questions as a unit. Repeaters let visitors add another set within configured minimum and maximum limits, which suits additional guests, business locations or multiple items in a request. Calculations can use supported fields, including supported repeater configurations, to produce useful totals. Choose the permitted fields carefully and test empty values, added rows and boundary cases before relying on the result.
02 / COMPLETE
Help people finish.
Make longer journeys manageable and give every submission a clear next step.
05 / FEATURE GUIDE
Let longer forms pause and resume
Save and Continue can preserve an incomplete form as a draft and provide a return link. It is useful when someone needs to gather project details before finishing. Draft retention, link wording, delivery and access settings can be configured. Decide what is appropriate to retain, and test the actual form’s behavior with uploads or sensitive fields rather than assuming every input will be restored identically.
06 / FEATURE GUIDE
Turn a submission into a clear handoff
A completed form can show a confirmation, notify the right team and leave a submission ready for review. Submission management and exports support practical follow-up and record handling. Define who reviews new requests, what information they need and how long records should remain. A clear internal process gives the form a purpose beyond collecting another message.
07 / FEATURE GUIDE
Give notifications a specific job
Configure messages around the workflow: an acknowledgement for the visitor, a useful summary for the team or a notification linked to relevant conditions. Test recipient routing and the content each recipient sees. Delivery depends on the website’s email setup as well as the form settings. Attachments generated by PDF Generator Pro can support suitable document-based follow-up.
03 / EXTEND
Extend when the task needs it.
Connect the workflow to other systems and specialist capabilities, with their dependencies in view.
Illustrative application view: Integrations.
08 / FEATURE GUIDE
Connect the next step
Integrations and webhooks can pass approved submission data into connected business tools, including supported automation destinations. Each connection needs an authorized account, correct field mapping and a tested response to failures. Review which information each destination receives. A current integration listing, including newer options such as n8n, should be checked against the installed version before it is selected for a delivered workflow.
09 / FEATURE GUIDE
Create branded registration and login forms
Dedicated account templates support WordPress registration and login within the website’s design. Map the appropriate account fields and configure what happens after the action. These forms can provide a suitable entrance to an existing account experience. The access rules, membership permissions, paid content or customer services behind that entrance must be defined separately.
Illustrative application view: Overview.
10 / FEATURE GUIDE
Ask, teach and learn with polls and quizzes
Polls provide a focused way to ask for an audience response. Scored and personality-style quizzes can support educational experiences, interest discovery and feedback, with lead collection where appropriate. Write useful result descriptions and make the purpose clear. A quiz should not suggest a professional assessment or a guaranteed recommendation that its questions cannot support.
11 / FEATURE GUIDE
Collect payments through a suitable form
Supported Stripe and PayPal connections enable one-time payment workflows. Recurring Stripe billing uses the separate Stripe Subscriptions Pro companion. Choose payment amounts, conditions and consent wording deliberately, then test both successful and unsuccessful paths. Processor accounts, fees and live configuration remain part of the payment setup; a form does not replace day-to-day payment administration.
12 / FEATURE GUIDE
Capture a signature when it helps the workflow
The Pro signature field accepts a drawn signature using a mouse, touchpad or touchscreen. A separately configured upload field can accept a signature image where suitable. This can record an acknowledgement alongside submitted information. Signature capture alone does not establish identity verification, certified signing or legal sufficiency; choose a dedicated signing process when those requirements apply.
04 / OPERATE
Keep the workflow dependable.
Reduce avoidable noise, review the evidence and test the full journey.
13 / FEATURE GUIDE
Reduce avoidable junk and unsafe uploads
CAPTCHA integrations, honeypot protection and email filtering can help limit unwanted submissions. File controls restrict permitted upload types, quantities and sizes. Configure these defenses with genuine visitors in mind, and test accessible ways to finish the form. No combination can guarantee that every submission is genuine, so review and operational judgment remain important.
14 / FEATURE GUIDE
Understand how the form is being used
Reporting can show views, submissions, conversion rate, relevant payment data, connected-app activity and quiz leads. Date-range comparisons help highlight changes worth investigating. A form with many views and few submissions might need clearer wording, fewer questions or a technical check; the report is a starting point for that investigation, not proof of its cause. Use real data from the configured form rather than illustrative success figures.
15 / FEATURE GUIDE
Build a complete, tested journey
For a service enquiry, combine relevant fields, conditional questions, a clear confirmation and a routed team notification. Add Geolocation Pro when permission-based location assistance serves the task, or a generated PDF when a document will be useful. The Forms & Lead Capture collection explains how each companion contributes without turning every request into a complex workflow.
A practical guide to Dynamic Forms Pro
Included from Business Essential in the SiteHeros application catalog. Catalog access and the applications assigned to an Elite package are separate; your agreed package determines activation and configuration.
01 · Start with the request you need to understand
02 · Choose fields that fit the task
03 · Show the questions that matter
04 · Collect repeated details and calculate useful totals
05 · Let longer forms pause and resume
06 · Turn a submission into a clear handoff
07 · Give notifications a specific job
09 · Create branded registration and login forms
10 · Ask, teach and learn with polls and quizzes
11 · Collect payments through a suitable form
12 · Capture a signature when it helps the workflow
13 · Reduce avoidable junk and unsafe uploads
14 · Understand how the form is being used
The details that matter.
16 / FEATURE GUIDE
Common questions
Are all these capabilities exclusive to Pro? Several core functions, including registration and Save and Continue, are also available in the underlying free product. Do the companions work independently? The Pro add-ons require active Forminator Pro and the appropriate connected dashboard setup. Is every workflow ready immediately? Forms, recipients, storage, privacy choices, integrations and payment paths need configuration and testing for the actual website.
CONFIGURE / TEST / HAND OVER
A form is only ready when the journey works.
Set the destination. Confirm recipients, integration owners and field mapping.
Set the boundaries. Decide permissions, privacy wording, storage and retention.
Test the paths. Check relevant and irrelevant answers, errors, uploads, email delivery and the complete success/failure journey.
Agree the operating scope. Record who reviews submissions, checks failures and maintains the setup.
Keep exploring
PDF Generator Pro, Geolocation Pro and Stripe Subscriptions Pro are separate companions with their own prerequisites and configuration.
ACCESS AND CONFIGURATION
Included from Business Essential in the SiteHeros application catalog. Catalog access and the applications assigned to an Elite package are separate; your agreed package determines activation and configuration.