SSF Forms & Workflows

WordPress forms & practical workflows
SSF Forms & Workflows · Version 0.1.0

Build the form.
Keep the answers.
See what happens next.

Create contact, enquiry and feedback forms in WordPress. Keep accepted answers in your dashboard, review notification receipts and add advanced fields or connected SSF workflows with the separate Pro add-on.

Free: US$0Local entry inboxNo SSF account required

WordPress 6.4+ · PHP 8.1+ · Separate Pro add-on · Pro checkout coming soon

A CLEAR PATH FROM ANSWERS TO ACTION
  1. CreateStart with a template, edit your fields and publish with a block or shortcode.
  2. CollectValidated answers become a saved entry before notification work is queued.
  3. ReviewSearch entries, export answers and inspect each action’s recorded state.
  4. Connect with ProMap selected answers to an existing SSF lead, quote-draft or support workflow.

Start with a useful form. Add the workflow you need.

FREE · US$0

Your form and submission workspace

  • Build from contact, quotation-request and feedback templates, or a blank form. Reorder fields and adjust colors, borders, corners and width.
  • Use standard fields, required answers, help text, choices and basic conditional visibility.
  • Publish with an SSF Form block or shortcode. Search saved entries and export CSV or JSON.
  • Enable team email when you need it, then inspect queued action receipts. Set entry retention and use WordPress privacy tools.
SEPARATE PRO ADD-ON

Handle more detailed requests

  • Guide visitors through steps, collect repeating items and calculate numeric estimates that the server checks again.
  • Offer expiring save/resume links and private, size-limited file fields.
  • Export readable submission PDFs locally and route team email to fixed recipients using form conditions.
  • Connect explicitly mapped answers to supported SSF tools or a signed HTTPS webhook, with consent and action receipts.
A saved answer and an email receipt mean different things.

Entries are saved before notifications run. An accepted email receipt means the configured mail transport accepted the message for processing; check the receiving mailbox separately.

See the actual form workflow

Free: build, submit and review

Follow the WordPress builder, a public form and the saved entry inbox.

Watch the Free walkthrough on YouTube

Browse the Free video playlist

Pro: a project estimate and brief

See steps, repeating service items, a checked total, save/resume, a private attachment and an administrator PDF.

Watch the Pro walkthrough on YouTube

Browse the Pro video playlist

Six short guides to Forms

Quick demonstrations of the builder, entries, appearance, advanced fields, private files and connected workflows.

Watch the Forms Shorts playlist

Free and Pro at a glance

Version 0.1.0 feature scope. Pro extends the active Free plugin.
WorkflowFreePro add-on
Visual builder, templates and appearanceIncludedUses the Free builder
Standard fields and basic conditional visibilityIncludedIncluded
WordPress block and shortcodeIncludedIncluded
Private entry inbox, search and CSV/JSON exportsIncludedIncluded
Optional queued team email and action receiptsIncluded; off until enabledAdds conditional recipient routing
WordPress privacy tools and entry retentionIncludedAlso covers supported drafts and attached files
Multi-step forms and repeating groups—Included; up to 20 rows per group
Server-checked numeric calculations—Included; estimates and arithmetic
Save and resume—Private links, expiring in 1–7 days
Private file fields—Selected PDF/JPEG/PNG; 2 MiB per field
Administrator PDF export—Generated locally with bundled mPDF
Mapped SSF connections and signed HTTPS webhook—Optional; explicit setup and consent required

Connect to the SSF tools you already use

Pro connections are optional. An administrator selects a destination, maps fields and selects a visitor consent field. Each action keeps a receipt so the team can review its result.

Separate destination plugins and their configuration are required. These are focused connections, not a replacement CRM.
ConnectionWhat it createsRequired setup
SSF Chat ConnectA local enquiry/lead using the destination’s supported workflow.Chat Connect Free + Pro, with form fields and local lead storage enabled. Its notification settings apply. No automatic WhatsApp sending.
SSF Follow-up & QuotesAn operator quotation draft for review; it is not sent or finalized.Follow-up & Quotes Free, mapped name/subject and an authorizing administrator. Unmapped quantity/price begin at 1 and US$0.00.
SSF Support DeskA ticket owned by the signed-in visitor’s existing site account.Support Desk Free and visitor sign-in before submission. An email answer cannot choose another ticket owner.
Signed HTTPS webhookA mapped data request to your configured destination.A public HTTPS receiver that verifies the HMAC signature and handles duplicate submission IDs. Third-party delivery depends on that receiver.

The three SSF adapters have been exercised against the supported plugins’ actual public APIs. Missing dependencies or configuration appear as action failures. Uncertain outcomes require review before another attempt. Target records follow their own permissions and retention.

Planned Pro updates & support plans

Free remains US$0. These are planned prices for one year of Pro updates and support; paid checkout is coming soon.

US$49
1 website

One year of updates & support
Manual renewal

US$99
5 websites

One year of updates & support
Manual renewal

US$199
20 websites

One year of updates & support
Manual renewal

No automatic renewal. Updates are delivered manually in this release. Installed features continue working after the updates/support term; GPL rights do not expire. Keep Free active for Pro forms to work.

Pro checkout coming soon

There is no active paid checkout on this page. For Pro availability or agency questions, contact sales@ssfllc.com.

Install, test and publish your first form

Before installation

  • WordPress 6.4+, PHP 8.1+ and a site administrator account. Test a backup or staging copy first.
  • Pro requires the matching Free plugin to remain active. Its complete package includes the local PDF library.
  • For Pro, enable PHP mbstring and GD for PDF generation, and fileinfo for file-type checks. Allow enough database storage and PHP memory for your workload.
  • The builder and enhanced Pro controls use JavaScript. WordPress cron or a suitable server cron runs queued work and scheduled cleanup.

Your first workflow

  1. Upload the Free ZIP through Plugins → Add New → Upload Plugin and activate it.
  2. Open SSF Forms → All Forms, create a form and review fields, retention and notification settings.
  3. Save and publish the form. Add an SSF Form block or its [ssf_form id="123"] shortcode to a page, using your form’s ID.
  4. Submit synthetic answers on the actual public page. Inspect the entry and receipts before collecting real information.

Check form pages after theme, caching or optimization changes. Exclude pages from caches that serve expired nonces or share signed-in content. Email notifications start off; enable them deliberately and test delivery.

Questions before you start

Where are answers and files stored?

Form definitions, accepted answers and action records are stored in your WordPress database. Pro also stores private drafts and file bytes there; accepted attachments require an authorized administrator download. The plugin does not encrypt these records at the application level. Protect administrator, database and backup access.

Is an SSF account or cloud service required?

No SSF account, AI service or cloud inbox is required for the local tools. Activation alone does not send form data to SSF. Enabled email uses your site’s configured mail transport. Optional destination plugins and webhooks may send selected data according to their settings.

What happens when a visitor saves a draft?

Pro creates a private resume link that expires in the administrator-selected period of 1–7 days. Anyone holding the link can read the draft, so keep it private. Files must be reattached. Changing the form version prevents the older draft from resuming; completing the form removes its draft.

What can the advanced fields handle?

Repeating groups allow up to 20 rows with up to eight supported child fields. Calculations handle bounded numeric arithmetic and totals; review estimates before quoting or invoicing. File fields accept selected PDF, JPEG and PNG types up to 2 MiB each and 5 MiB staged per submission, with images limited to 20 megapixels. File-type checks are not a malware scan. PDF export runs locally for administrators.

Can I remove private information?

Use entry deletion, configured retention and WordPress personal-data export/erasure. New forms default to 90-day entry retention; administrators may change it. Deleting an entry also removes its attached Pro files and receipts. Separate tickets, quotations, email, backups and downloaded exports follow their own retention. Uninstall retains plugin data by default, so deliberately erase records you no longer need.

What if an email or connected action is interrupted?

Inspect its receipt and the destination before retrying. Queued work depends on WordPress cron and the site’s transport. An uncertain outcome is held for explicit review to reduce duplicate processing; a receipt is not proof that a recipient read an email or acted on a request.

Does Pro stop working when the support year ends?

Installed functionality continues. The planned annual term covers updates and support, with manual renewal and no automatic charge. Free must remain active. Deactivating Pro preserves existing Free inbox entries, but forms requiring advanced fields cannot accept partial answers until the matching Pro add-on is active again.

Can this release take payments or signatures?

Version 0.1.0 focuses on forms, entries and the workflows listed here. Payments, electronic signatures, AI generation and broad migration from other form builders are outside its current feature set.

Need help choosing or getting started?

Installation, product support, licence assistance and privacy enquiries: support@ssfllc.com.

Pro availability and agency enquiries: sales@ssfllc.com.

Explore the SSF WordPress tools · Visit support

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