Back to Documentation
Getting Started

Getting Started with Woo Form Builder

Learn the basics of creating your first form and integrating it with WooCommerce products in just 5 minutes.

5 min read
Updated December 2024
1Install Plugin2Create Form3Attach to Product

Welcome! 👋

Woo Form Builder is the most powerful WordPress plugin for creating custom product forms for WooCommerce. This guide will help you create your first form in just a few minutes.

Prerequisites

Make sure you have WordPress 5.0+ and WooCommerce 4.0+ installed before getting started.

Step 1: Installation

First, you need to install the Woo Form Builder plugin on your WordPress site. There are two ways to do this:

Option A: Install from WordPress.org (Free Version)

  1. Go to your WordPress admin dashboard
  2. Navigate to Plugins → Add New
  3. Search for "Woo Form Builder"
  4. Click Install Now, then Activate

Option B: Upload Premium Version

  1. Download the plugin ZIP file from your account dashboard
  2. Go to Plugins → Add New → Upload Plugin
  3. Choose the ZIP file and click Install Now
  4. Click Activate Plugin

Step 2: Create Your First Form

Now that the plugin is installed, let's create your first form:

  1. Navigate to Form Builder: In your WordPress admin, click on Form Builder in the left sidebar
  2. Click "Add New Form": You'll see a button at the top of the page
  3. Enter a Form Name: Give your form a descriptive name like "Custom T-Shirt Options"
  4. Add Fields: Click the "+" button to add fields to your form

Popular Field Types to Start With:

📝
Text Input
For custom text like names or messages
🔢
Number Input
For quantities or measurements
☑️
Checkbox
For multiple selections
📻
Radio Buttons
For single choice options

Step 3: Attach Form to a Product

Once your form is created, you need to attach it to a WooCommerce product:

  1. Save your form by clicking the Publish or Update button
  2. Go to Products in your WordPress admin
  3. Edit the product you want to add the form to (or create a new one)
  4. Scroll down to the Product Data section
  5. Look for the Form Builder tab
  6. Select your form from the dropdown menu
  7. Click Update to save the product

Success!

Your form is now live on the product page. Visit the product on your store to see it in action!

Step 4: Test Your Form

Before making your form live, it's important to test it:

  • Visit the product page on your store (open it in an incognito/private window)
  • Fill out all the form fields
  • Add the product to cart
  • Check the cart to ensure your custom data is displayed
  • Complete a test order to see how data appears in the order details

Common First-Time Configurations

Setting Required Fields

To make a field required:

  1. Click on the field in the form builder
  2. In the field settings, enable the "Required" toggle
  3. Optionally, customize the error message

Adding Field Labels and Descriptions

Help users understand what information to enter:

  • Field Label: The main title shown above the field
  • Placeholder: Gray text shown inside empty fields
  • Description: Additional help text shown below the field

Setting Up Pricing Rules

Want to charge extra based on selections? Here's how:

  1. Click on a field (works best with radio, checkbox, or select)
  2. Find the Pricing section in field settings
  3. Enable Add Price
  4. Enter the additional price for each option
  5. Save your form

Pro Tip

Use the Dynamic Pricing feature to create complex calculations based on multiple fields. Learn more in our Custom Formula System guide.

Next Steps

Now that you've created your first form, here are some advanced features to explore:

🎯

Conditional Logic

Show or hide fields based on user selections to create dynamic, intelligent forms.

Learn More →
📐

Multi-Column Layouts

Create professional-looking forms with 2 or 3 column layouts for better organization.

Learn More →
📊

Step-by-Step Forms

Break long forms into multiple steps with progress tracking for better user experience.

Learn More →
💰

Dynamic Pricing

Create complex pricing calculations with custom formulas based on any field values.

Learn More →

Troubleshooting

Form Not Showing on Product Page?

  • Make sure the form is published (not draft)
  • Verify the form is selected in the Product Data → Form Builder tab
  • Clear your site cache if you're using a caching plugin
  • Check if your theme is compatible (most themes work out of the box)

Custom Data Not Showing in Cart?

  • Ensure all required fields are filled out
  • Check that JavaScript is enabled in your browser
  • Look for JavaScript errors in browser console (F12)
  • Try disabling other plugins to check for conflicts

Pricing Not Calculating Correctly?

  • Verify pricing is enabled in field settings
  • Check that WooCommerce product has a base price set
  • Review your pricing formula for syntax errors
  • Test with simple flat price additions first

Need More Help?

If you're stuck, check out our full documentation, watch our video tutorials, or contact our support team.

Video Tutorial

Prefer to watch instead of read? Check out our video tutorial:

Getting Started Video Tutorial

Watch the complete walkthrough (8 minutes)

Watch Now

What's Next?

Congratulations! You've successfully created your first form. Here are some recommended next steps:

  1. Explore different field types to add more functionality
  2. Learn about conditional logic to create smart forms
  3. Set up email notifications for form submissions
  4. Customize the styling and appearance of your forms
  5. Check out custom pricing formulas for advanced calculations

Ready to Take It Further?

Upgrade to unlock advanced features like conditional logic, custom formulas, and unlimited forms.

View Pricing Plans