Everything that happens between a visit and a sale .

After installation, the assistant guides you step by step to your first published form.

• Required after installation, can be paused with “Continue later”
• Path for new customers: region and language with privacy, goal, brand, preview, go live
• A dedicated path for those switching from Funnelforms 3: transfer data, select, compare, go live
• Asks how long entries are kept, and creates the form on a new page or gives you the shortcode

On the overview, you see at a glance what happened in the last 30 days.

• “Setup” checklist with progress, every open item is a link
• Key figures: forms, views, entries and conversion rate
• Top forms, latest entries and views and entries over time
• Same header on all Funnelforms pages

You start with Free and switch to Pro later without rebuilding anything.

• Free has no limits on forms, steps, fields and entries
• Activating Pro deactivates Free; forms, entries and settings stay
• Pro features show in Free with the “Pro” badge in the editor and can be used only with Pro
• Free does not display forms with Pro features that change the flow (e.g. calculation, payment)

You see the whole flow: every step is a card, every path a line.

• Add questions, contact steps and final steps on the left, properties on the right
• Workspaces Build, Design, Settings and Embed
• Overview card, keyboard shortcuts and a short tour on first launch
• Copy steps and fields with Ctrl+C and Ctrl+V, into another form too

You decide which questions go in which step and show visitors how far along they are.

• Multiple fields in one step, sorted with “Move up” and “Move down”
• Final steps: Contact step (submits the entry) and End
• Progress bar with “Step … of …”, with percentage if you want
• Start, Unreachable and Dead end badges on the canvas

You design choice questions as tiles with icons or your own images.

• Icons from the Lucide set, searchable in German and English
• Images from the media library, layout as tiles or list, adjustable size and position
• Sort answers by dragging, or add many at once with “Paste list”
• Pro only: a number per answer for calculations and “Correct” for a quiz

You start with a ready-made template for your goal and your industry.

• 98 templates in Pro, 37 of them without Pro features in Free too
• Filter by nine goals and twelve industries, search in answers too
• Choice of language: German (informal or formal address), English, Spanish, French, Italian
• Preview every template as a test run on desktop, tablet and mobile

Your changes are saved automatically; visitors only see what you publish.

• Auto-save as draft, undo and redo
• Publish with a check and an optional note
• Load earlier versions or discard changes
• Lock while someone else is editing the form, with “Take over”

You test every form before publishing and see in the list how it's performing.

• Preview on desktop, tablet and mobile as a test run
• List with views, entries and conversion for the last 30 days per form
• Search, duplicate, export, import and trash

Visitors click their answer instead of typing.

• Choice with one or more answers, minimum and maximum number, optionally advances automatically
• Dropdown with a search field above the answers
• Rating as stars, numbers, color scale or faces

For everything visitors enter themselves.

• Short and long text with minimum and maximum length
• Email address, phone number, URL and number with limits
• Date, also as a from–to range, and time in your own interval
• Phone number with country picker

A step without a question for notes, images, videos or a loading screen.

• Text with image or video
• Continue via button, after a delay or as a loading screen with animation

Visitors pick a number or a range on a slider.

• Minimum, maximum, step size and starting value
• Range with two handles
• Unit before or after the number, number can also be typed in

Visitors enter their address, optionally with suggestions and a map from Google.

• One field, or split into street, house number, ZIP code, city and country
• Suggestions, map and location button with your own Google Maps key
• In EU privacy mode, Google Maps only loads after consent

Visitors send photos, plans or documents right along with it.

• Up to 20 files, maximum file size in MB configurable
• Restrict allowed file types, e.g. pdf, jpg, png
• Files are stored securely and can only be accessed with the “View entries” permission

Visitors sign right in the form.

• Sign with mouse or finger, custom pen color
• Optionally upload an image of the signature
• Appears as an image in the entry's PDF

Visitors fill in a group of fields several times, such as one row per person.

• Minimum and maximum number of items

In the contact step, you ask for contact details and submit the entry.

• Salutation, name, email, phone, text, list, checkbox, consent and captcha
• Email field optionally restricted to business addresses
• HTML field in Pro only
• Pro: confirm the phone number with a text message code

You adjust colors, font, corners and background to your brand and see the result instantly.

• Twelve themes to start from, including “Match website” and “Dark”
• Fonts built in, uploaded or from Google Fonts
• Sizes, spacing, borders, shadows, gradient or image backgrounds, transitions
• “Hard to read” warning when contrast is too low

You save a design once and apply it to other forms.

• “Your styles”: save your own designs
• Apply a saved style to other forms

Funnelforms reads a website's colors and font and applies them.

• Enter a page's URL, and its colors and fonts are read automatically
• No data about you or your visitors is sent

For special requirements, you add your own code.

• Custom JavaScript on the contact step and the thank-you page, in Free too
• Pro: custom CSS in the design
• Custom code needs the WordPress capability for unfiltered HTML

One form, several languages, without copying it.

• Add languages and translate texts per language
• Shows how many texts are still missing per language
• Visitors choose the language themselves; with WPML or Polylang, the form follows the page

Forms in 24 languages, with buttons and messages in the same language.

• German with informal or formal address, plus Austria and Switzerland
• Ready-made templates in German, English, Spanish, French and Italian

Each answer of a choice or dropdown gets its own next step.

• One destination per answer in the Logic tab
• “Otherwise go to” for all other visitors

You branch by numbers, text, dates and results, not just by a single answer.

• Conditions on number, slider, rating, text, date, address, upload and more
• Groups like “A and (B or C)”
• Rules based on the result of a calculation

A follow-up question only appears when it fits, for example with “Other”.

• “Show this field”: Always or Only if …
• Free: one condition “answer chosen”
• Pro: several rules from answers above or from earlier steps, all or any of them
• Hidden fields are not required and send nothing

Funnelforms shows you errors in the flow before visitors find them.

• Finds dead ends, unreachable steps, rules that never apply, and loops
• Badges right on the canvas
• “How visitors get here” on every final step

You address visitors with their own answers, such as their name.

• Free: placeholders like {{field:name}} in mails and the thank-you text
• Pro: also in question texts and in redirect parameters

Visitors pause long forms and continue later via a link.

• “Save and continue later” button on every step
• Resume at the first step that still needs answers
• Saved answers expire after 30 days

You also see inquiries from visitors who left before submitting.

• Answers are saved after every step
• “Incomplete” filter in entries and in the export

You decide who can fill in the form, when and for how long.

• Password protection or logged-in visitors only
• Close after a number of entries, time window “Open from” and “until”
• Time limit with countdown and “More time”, enforced on the server
• Custom texts for closed forms and expired time

You calculate a price, a quantity or a score from the answers.

• Formulas with fields, operators and functions like if, min, max, round, sum
• Subtotals from the results of other calculations, test with “Try it”
• Decimal places, number format and a unit like € or m²
• Result in the step, on the thank-you page, in emails and in the redirect

Visitors see their price while they answer.

• Result box in the step or following along, as a bar at the bottom on phones
• Ranges like “€1,200–1,500”, “from” prices and a breakdown of up to 10 lines
• A text of your own for each result range
• Optionally, the form shows the result only after the contact step, blurred until then
• The formulas stay on the server

The result controls the path, the payment and your tracking.

• “Continue based on result” to a different destination
• Amount of a payment or value of a conversion
• Average, median and distribution of the results in the analytics

A calculation scores every entry so you see the best inquiries first.

• Choose a calculation as the lead score
• Sort and filter entries by it
• Quiz points can be used as a lead score

A calculation estimates the deal value of every request.

• Lead value in the table, board and entry
• Sort entries by highest lead value or score
• As the goal of A/B tests and as the value of conversions

You turn the form into a quiz and show everyone the matching result.

• Three types: points per answer, right and wrong answers, personality types (up to 20)
• Result pages from a minimum score, after the contact step
• Optionally show after each question whether the answer was correct
• Funnelforms sets up scoring and paths for you

Visitors pick a day and time from your available times.

• Choice of duration, day and time
• Times in the visitor's time zone, with the time zone shown
• Checked again on submission so no one gets the same time
• The appointment appears in the entry and in emails via placeholder

You decide when, for how long and with whom appointments can be booked.

• On-site, phone call or video call
• Hours per weekday, duration (multiple too), buffer around appointments, lead time, appointments per day
• Closed days for vacations and holidays
• One or more people, taking turns or together

Busy times in your calendar can't be booked, and booked appointments go into it.

• Google Calendar, Microsoft Outlook (365, Outlook.com, Exchange Online), Apple iCloud, other CalDAV calendars
• Select multiple calendars to check
• Appointments are added, updated when rescheduled and removed when canceled
• Google and Microsoft require a website connected to your Funnelforms account

Visitors and your team get an email about every change to the appointment.

• Confirmation with calendar file and a link to reschedule or cancel
• Reminders 15 minutes, 1 hour, 1 day or 2 days before
• Emails for a new time and for cancellations, texts per appointment type

You reschedule and cancel appointments in WordPress, and visitors can do it themselves.

• Reschedule with a message to the person, cancel an appointment
• After the start time, mark as “Done” or “No-show”
• Using the link in the email, visitors pick a different time or cancel

Under Funnelforms → Appointments, you see all appointments from all forms.

• View as list (14 days), week or month
• Key figures: Today, Next 7 days, To be marked, No-shows
• Filter by status, form, appointment type and “Only mine”

Visitors pay the full amount, a deposit or a subscription right with their inquiry.

• Stripe, PayPal or Mollie with your own account
• Full amount, percentage deposit or monthly or yearly subscription (subscriptions with Stripe only)
• Fixed amount or from a calculation, always calculated on the server
• Eleven currencies, including EUR, CHF, USD and GBP

You offer discounts by code right in the form.

• Percentage or fixed-amount discount
• With Stripe, also promotion codes from your Stripe account

You test the payment without anyone being charged.

• With test keys, nobody is charged, and the entry is marked “Test payment”
• Payment confirmation email with one click
• Emails and webhooks only after payment, if you want

You see on every entry whether and what was paid.

• Status, amount, coupon, subscription and reference with a link to the provider
• Hourly check of pending payments, “Check status” at the push of a button
• Visitors start a new attempt with “Pay now”

You work through requests as a list, and in Pro also as a board by stage.

• Table with search and filters by form, period and device
• Pro: board with your own stages (up to 12, any name and colour), move cards by dragging
• Pro: figures such as New today, Unread and Won, filters by status, assignee and tag

Your team sees who is handling which inquiry and how far along it is.

• Lead status, tags and assignee, also for many entries at once
• Notes per entry
• Archive instead of delete; archived entries still count in the statistics

Anyone who enters their e-mail address and then leaves gets a reminder with a link back to their answers.

• Reminder 30 minutes to 24 hours later, a second one if you like
• The link leads to the step where the visitor stopped
• With a consent field or a notice, “Don’t remind me” in every mail
• Optionally a mail to you at the same time
• Figures for left, reminded and won back, with a filter of its own in the entries

Everything about an inquiry is in one place.

• Contact via “Send email” and “Call”
• Answers, files, visit data such as device, source and UTM values
• “Sent to”: status of every mail and action, with “Send again” in Pro

You take your entries with you in a spreadsheet.

• CSV file in Free and Pro, “For Excel” with special characters in Pro
• The export follows your filters
• Separate “Export entries” permission, every export is logged

You download every inquiry as a PDF or attach it to the email.

• A4 with answers, contact details and calculation results
• Signatures as images
• Attached to emails with “Attach entry as PDF”

You show selected entries on your website, such as reviews or lists of participants.

• Shortcode as a list or as cards, with stars for ratings
• Only fields you allow, never e-mail, phone or address
• Approval per entry and a consent field
• Names shortened like “Erika M.” if you like

Entries are deleted after a retention period you set.

• A retention period in days for all forms, 0 means never delete
• New websites start with 365 days; the assistant asks
• Files, notes and the delivery log are deleted along with it

One page shows you how all your forms are performing.

• Views, Started, Entries and Conversion, compared with the previous period
• 7, 30, 90 days or a custom range of up to 400 days
• When entries come in (heatmap), where visitors drop off, which device
• Pro: sources and channels, that is direct, search, paid, social, e-mail and referral
• Pro: export as CSV or for Excel, figures only, no entries

For each form, you see every step and every answer.

• Views, started, sent, conversion and completion time
• Reached and dropped off per step, share of each answer, devices
• Pro: sources, channels and UTM campaigns compared with the period before
• Pro: per field touched, failed checks and last filled in before dropping off
• Pro: distribution of completion time, number fields, calculations and quiz points

You see the figures right at your steps.

• “Show on canvas” on the statistics page: e.g. “120 reached” and “30 dropped off” at every step
• Pro: paths between the steps with the strongest path and drop-off per field

You test versions of a step or of the design against each other, and the test ends on its own.

• Step test with up to four variants or design test with colors, corners, shadows and spacing
• Run time of 1 to 365 days; at the end the test applies the winner or asks you
• Goal: sent forms or lead value per view
• Per variant conversion with 95 % interval, uplift and chance to win, day by day
• Winner suggestion from 100 views per variant and a 95% chance to win
• Finished tests keep their figures, two tests side by side, export as CSV
• Adjustable share per variant, up to 20 tests per form

You place the form on any page in a few clicks.

• Shortcode [funnelforms uid="…"]; old shortcodes from Funnelforms 3 keep working
• Block in the block editor with form selection and live preview
• Widget for Elementor

The form opens at the right moment instead of filling the page.

• Popup after a delay, on click, after scrolling or when the visitor leaves the page
• A button in a corner opens the form
• Scroll, exit and corner types only for forms on Funnelforms 5

Every form gets its own URL for ads, emails and links.

• URL /funnelforms/your-name
• Page with only the form; cookie and consent tools load too
• Copy link or remove the URL again

You embed a form with a code on websites outside WordPress too.

• Embed code in the “Embed” workspace, with a fixed or automatic height
• List of allowed websites, subdomains included
• Existing embed codes from Funnelforms 3 show the new version

Your form works even with page caching and optimization plugins.

• Pages with a form can be cached; the HTML contains no expiring key
• The script carries hints so optimizers don't delay or rewrite it
• Form script with styles under 35 KB gzipped

All actions after submission are in one place.

• “After submission” tab on the contact step
• Free: per contact step, one email to you and one confirmation to the visitor
• Pro: webhook, CRM, Slack or Teams, SMS, WhatsApp, conversions, Google Ads
• With several contact steps, each action applies to one of them or to each
• Pro: mails and actions only for certain answers

You get every inquiry by email, and the visitor gets a confirmation.

• Multiple recipients, sender, reply-to, CC and BCC
• Text in the editor or as HTML, with placeholders for answers and data
• Pro: multiple emails, attach the entry as a PDF, send only after payment
• Designed mails in the colour of the form, with your logo

You find out why an email isn't arriving.

• Test email to you, sent the same way as form emails
• List of the last 20 deliveries with status and problem, without content
• Hint at the cause when errors occur
• Your own mail server (SMTP) with a test mail

You decide what visitors see after submitting.

• Message, redirect or both
• Image, animation (checkmark or confetti), list of answers, up to 10 downloads, button
• Redirect with up to 20 answers as parameters, with a countdown if you want

Visitors confirm their email address via a link before any further actions run.

• Confirmation email with a custom subject and text
• Confirmation, webhooks, CRM and messages only run after the click
• Status in the entry, resend link

Funnelforms creates contacts and deals in your CRM or newsletter tool.

• ActiveCampaign, deals & Projects, finCRM, GetResponse, HelloHQ, HubSpot, KlickTipp, Mailchimp, Pipedrive
• Per provider, e.g. HubSpot contact and deal, Pipedrive person and note
• Existing integrations from Funnelforms 3 keep working with the same credentials
• New HubSpot connections via service key, with selectable pipeline and stage

New in 5.0: contacts go to Brevo or CleverReach.

• Brevo: contact in a list, optionally with Brevo's double opt-in
• CleverReach: recipient in a group, optionally with an activation email

Every entry is sent as signed JSON to a web address, such as Zapier, Make or n8n.

• Funnelforms 3 or Funnelforms 4 format
• Signature with timestamp and delivery ID, up to three attempts
• Immediately or only after payment, for one or every contact step

Tools fetch forms and new entries via an API.

• One token per tool, individually revocable
• Read: forms, fields and entries, only new ones with since
• The same tokens for AI assistants via MCP, read-only

New entries appear in your team channel.

• Message with your own text, answers and contact details
• Button to the entry in the message
• Connection via your channel's webhook, with “Test”

You or the visitor get an SMS or WhatsApp message after submission.

• Text messages through your Twilio or Bird account
• WhatsApp Business with Meta-approved templates
• Recipients: fixed numbers or the number from the form
• Test message to your own number

Every entry is reported to Meta, GA4 and TikTok as a conversion, directly from the server.

• Meta Conversions API, Google Analytics 4, TikTok Events API
• Google Ads via your site's Google tag, with enhanced conversions
• Value from the calculation with currency
• In EU mode only after consent, in Global mode unless the visitor objects
• Events ffxLead and ffxPayment in the dataLayer for Google Tag Manager

You set up access to services once and use it in all forms.

• Create the connection right in the action
• Test, edit, delete, with a note on what stops working afterwards
• Keys are stored encrypted and never shown again

Free comes from the WordPress directory, Pro as a ZIP file.

• Requires WordPress 6.5 and PHP 8.1
• Free without a license code and without a connection to Funnelforms

In your account, you manage licenses, websites and invoices.

• Sign-in with email and a 6-digit code, no password
• Licenses, connected websites, disconnecting, activation codes
• Buy a license, subscription, payment method and invoices via Stripe

You connect your website to your account without typing in a key.

• In the browser, with an activation code or with your key from Funnelforms 3
• The 3.x key also connects on its own after the update
• “Disconnect this website” frees up the slot in your plan

The account page tells you what is currently going on with your plan.

• Badges such as Active, Trial, Payment due, Canceled, Inactive
• Forms and entries keep running without an active plan; only updates and Pro services pause
• 30-day grace period if the license cannot be verified

Updates appear in the regular WordPress update list and are verified first.

• Every version is signed; checksum and size are compared before unpacking
• Release notes in your language, beta versions on request
• If Funnelforms withdraws a version, the previous one is offered

You search the Help Center and send a ticket if needed, without leaving the plugin.

• Search with answers from the Help Center as you type
• Ticket with subject, description and optionally attached diagnostics
• “Your tickets” with status

You give support time-limited access without sharing your password.

• Access for 24, 48 or 72 hours, Funnelforms only or the whole website
• Ends on its own, when the plugin is deactivated or via “End now”
• Never exports entries, every login is logged

One setting decides what only loads after consent.

• EU (GDPR), the default, or Global (opt-out)
• Applies to conversions, tracking code, Google Maps and captchas
• Consent via the WP Consent API, e.g. Complianz, Borlabs, Real Cookie Banner, CookieYes

You answer privacy requests with the WordPress tools.

• Export and deletion via WordPress, also for leads from Funnelforms 3
• Suggested text for your privacy policy
• Google Fonts are loaded locally; visitors load nothing from Google
• Deletions are logged

Every form fights spam, optionally with a captcha too.

• Built in: hidden field, completion time, entries per visitor
• Spam folder and Akismet
• Optionally Cloudflare Turnstile, hCaptcha or Google reCAPTCHA v2 and v3
• Pro: blocklists for words, e-mail domains and IP addresses
• In EU mode, the captcha only loads after consent or a click

You decide who edits forms, sees entries and exports them.

• Four permissions per WordPress role: edit forms, view entries, export entries, change settings
• Administrators always have all permissions
• Without it, you prepare changes, and someone with it publishes them

You check the health of your installation without revealing any entries.

• Two Funnelforms tests in WordPress Site Health: deliveries and background jobs
• Pro: diagnostics file without entries or keys
• Pro: the last 20 admin actions

The assistant copies your data from Funnelforms 3 and checks every form.

• Restore point of all 3.x data before anything is copied
• Transfers forms, leads, appointments, appointment types and connections; 3.x stays unchanged
• Checks every form against its behavior in 3.x, with comparison on desktop and phone
• Hourly sync of new data from 3.x

Checked forms move over automatically; for the rest, you see the reason.

• Checked forms run on Funnelforms 5 automatically
• Move one at a time or all at once
• For every form, the reason and “How to fix it”; entries are kept

You switch all or individual forms back and forward again with one click.

• Switch all or individual forms back to Funnelforms 3, and to 5 again with one click
• Encrypted restore points: compare, restore, download
• Administrators only

You don't have to touch your pages with forms from Funnelforms 3.

• [funnelforms id] and [anfrageformular2 id] still work
• Popups on a timer or click, embed codes and direct links keep working (Pro)
• Webhooks keep sending in the Funnelforms 3 format (Pro)

Free 5 copies and checks your forms from Free 3 in the background.

• Restore point before copying
• Checked forms reappear automatically
• Unchecked forms stay off; editors see a notice

Appointment events and booked appointments from Funnelforms 3 move over too.

• Appointment events become appointment types with times, duration, lead time and reminders
• Booked slots stay blocked
• Reconnect calendar: Google, Microsoft or CalDAV

You bring forms from other plugins into Funnelforms as drafts.

• WPForms, Gravity Forms, Ninja Forms, Fluent Forms, Contact Form 7, Formidable, Elementor Pro
• Via export file (up to 10 MB) or directly from the website
• Logic, payments and entries don't come along