101 Guide: How To Build, Edit, And Utilize Forms

Overview

Forms are one of the most essential tools for capturing lead information and streamlining business processes. Inside PXME, the form builder makes it easy to design, customize, and deploy forms that match your branding and workflows. Whether you need a simple lead capture form or a payment-enabled checkout form, this guide walks you through the process step by step.

Overview of the Forms Feature

When you navigate to Forms, you’ll see three tabs:

• Builder – Create or edit forms, and access a list of all your existing forms

• Analyze – View submission trends and graphs, sort by form, filter by timeframe, and track performance

• Submissions – Browse individual submissions, search by name/email/phone/contact ID, and filter results by form

Step 1: Creating a Form

1. Go to Sites > Forms

2. Click on the Builder tab

3. Select + Add Form, then choose:

   • Start from Scratch – build a blank layout

   • Choose from Template – use a predesigned form

4. You can also edit an existing form by clicking Edit

Step 2: Adding Elements

• Edit the form’s name using the pencil icon

• Click the + icon on the left to open the elements list

• Drag and drop fields into your form

Available Standard Fields:

• Full Name / First Name / Last Name

• Date of Birth

• Phone, Email, Address

• City, State, Country, Postal Code

• Organization, Website

• Text, HTML, Image (SEO-friendly text options)

• Captcha, Source, Terms & Conditions

• Button

? Each field can include a short label, providing a quick description of the input.

Custom Fields:

• Create and insert custom fields tailored to your business needs (e.g., “Favorite Food,” “Membership Level,” “How Did You Hear About Us?”)

Removing Elements:

• Click on the field and press the X

Step 3: Adding Conditional Logic (Optional)

Conditional logic enables dynamic form experiences based on user responses. To activate:

1. Click the logic icon (next to the + element button)

2. Choose an action:

   • Redirect to URL – Send users to a page based on input

   • Display Custom Message – Show tailored messages

   • Disqualify Lead – Remove leads that don’t meet criteria (not counted as submissions)

   • Show/Hide Fields – Reveal or hide fields dynamically

Step 4: Styling Your Form

On the right panel, click Styles & Options. Adjust:

• Layout and padding

• Field borders, shadows, backgrounds

• Labels and placeholders

• Fonts and button design

• Background and header images

• Custom CSS

• Agency branding toggle

Themes:
Choose from professional themes with pre-applied backgrounds, fonts, and button styles.

Step 5: Settings

In the Settings tab, configure:

• Form name

• Post-submission actions: redirect to URL, thank-you message, or order confirmation (if selling products)

• Facebook Pixel ID

• Sticky Contact (toggle on/off)

• Timezone tracking (captures user’s timezone on submission)

Step 6: Version History

Every save creates a version. Use Version History to:

• Review past versions (with date/time stamps)

• Restore previous iterations if needed

Step 7: Integrating Forms

Forms can be used in multiple ways:

• Integrate Form – Generate a shareable link or embed code

• Calendars – Connect forms to scheduling tools

• Funnels/Websites – Insert forms via the Form Element

? All submissions flow directly into PXME for tracking and follow-up.

Step 8: Payments & Order Confirmation

• Add the Payments Element – Drag it into your form

• Configure Payment Settings – Set products, prices, and payment details

• Order Confirmation – Enable “Show Order Confirmation” under Submission Actions

• Customization – Confirmation pages auto-match your form’s theme (limited design flexibility at present)

Step 9: Saving Your Form

• Save periodically while editing

• Save one final time before publishing to avoid data loss

Noteworthy Features

• Inline Editing – Edit text directly in preview (labels, placeholders, buttons, etc.)

• “Other” Option – Add custom response fields to multiple-choice questions

• Spread to Columns – Arrange radio buttons and checkboxes in multi-column layouts

• Payments Integration – Collect payments seamlessly inside forms

FAQs

Q1: How do I add a Payments element to my form?
Drag the Payments element from the builder and configure product/payment details.

Q2: What happens after a successful payment?
An order confirmation page displays, styled to match the form’s theme.

Q3: Can I customize the confirmation page?
Currently limited, but more flexibility will be available in future updates.

Q4: What post-submission actions are available?
Redirect to URL, show a thank-you message, or show order confirmation.

Q5: How can I use conditional logic?
Use the logic icon to set rules for redirects, messages, disqualification, or field visibility.