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Form Plans

Your Form plan is the starting point for creating and managing forms.

Form Plans page

Open Your Plans​

  1. Sign in to your dashboard.
  2. From the left menu, open Forms.
  3. Click Form.
  4. Review the list of active plans shown on the page.

What Plan Cards Show​

Each plan card may show:

  • plan name
  • order ID
  • price
  • created date

This helps you quickly identify which plan you want to use.

Actions Available on a Plan​

Each plan card includes action icons at the bottom.

⚙️ Configure Form​

Use Configure Form to create a new form under that plan.
This is usually the first action you take after the plan becomes active.

📊 Form Analytics​

Use Form Analytics to review submission activity and overall form usage.
This helps you understand how your form is performing over time.

🛠️ Form Settings​

Use Form Settings to update how the form behaves after it has been created.
You can return here later to adjust configuration details as needed.

⬆️ Upgrade Subscription​

Use Upgrade Subscription to move from your current plan to a higher plan.
This is useful when you need more features, higher limits, or additional form capability.

❌ Cancel Subscription​

Use Cancel Subscription when you no longer want to continue that plan.
This sends a cancellation request for the selected subscription.

When to Use Configure Form​

Use Configure Form when:

  • you are creating your first form
  • your plan allows more forms and you want another one
  • you have not yet set up a form on that plan

When to Use Form Analytics​

Use Form Analytics when:

  • you want to review form activity
  • you want to monitor how many submissions are coming in
  • you want visibility into recent usage

When to Use Form Settings​

Use Form Settings when:

  • a form already exists
  • you want to update configuration
  • you want to adjust behavior or settings later

Plan Limits​

A plan may have a limit on how many forms you can create.

If you reach the allowed number, the dashboard shows a message telling you that you need to upgrade before creating more forms.

Free and Paid Plans​

Some features are available only on paid plans. Depending on your plan, you may see restrictions on features such as:

  • advanced email templates
  • file upload
  • Google Sheets integration

No Active Plan​

If you do not have an active plan, the dashboard may show a message like No Active Form Plan.

In that case:

  1. click Get Started
  2. choose a plan
  3. return to create your first form

If Manage Form Does Not Open​

If the form dashboard does not open, it usually means there is no configured form under that plan yet.

Fix it by:

  1. opening the same plan
  2. clicking Configure Form
  3. creating the form first
  4. returning to manage the form

Best Practice​

A simple way to stay organized is:

  • use one form for contact messages
  • use one form for support requests
  • use one form for sales or quote requests

This makes submissions easier to review later.