This guide covers implementation, configuration, daily use and troubleshooting for Small Business Management - Forms Free.
Small Business Management – Forms Free User Guide
Product: Small Business Management – Forms
Version covered: 1.0.11
This guide explains how to create forms, choose templates, publish them, review submissions and connect form results to CRM lists and tags.
Creating a form
- Open SBM Forms.
- Choose a template.
- Edit the form title and success message.
- Review fields and required flags.
- Configure CRM list/tag actions where needed.
- Save and test the form before publishing.
Choosing the right template
| Template | Choose this when |
|---|---|
| Lead Enquiry | Sales or contact enquiries. |
| Newsletter Signup | Consent-based marketing sign-up. |
| Quote Request | A customer asks for pricing or proposal follow-up. |
| Support Request | A customer needs help or service. |
| Customer Onboarding | Collect setup details after signup/purchase. |
| Feedback Form | Collect comments and satisfaction information. |
Styling and Elementor
The Elementor widget is the preferred option when the form must match a landing page or product page. Adjust layout, label visibility, button text, field spacing, colours and radius so the form matches the Nomad marketplace theme.
Submissions
Review submissions regularly. Confirm CRM contact creation, check list/tag assignment and follow up quickly. Export or clean submissions according to your data-retention policy.
Notifications
If Transactional Email is active, form notifications are handled there and should appear in the Transactional Email log. If not, Forms falls back to WordPress mail.
Good practice
- Keep forms short.
- Use clear labels.
- Do not require fields that are not needed.
- Use a separate form for distinct purposes.
- Test every published form after theme or plugin updates.