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Documentation / Nelson Forms / Getting Started / Nelson Forms — Overview & Getting Started

Nelson Forms — Overview & Getting Started

Documentation Nelson Forms Getting Started Nelson Forms — Overview & Getting Started

A full data-collection platform — build, collect, get paid, automate.

Nelson Forms is far more than a contact form plugin. Build any form with a visual drag-and-drop builder, accept payments through six gateways, automate follow-up with a built-in workflow engine, generate PDFs and spreadsheets, and sync every submission into the Nelson ecosystem.

Form Building

  • Visual drag-and-drop builder
  • Complete field system: text, email, phone, select, checkbox, radio, file upload, date and more
  • Multi-step forms
  • Conditional logic to show or hide fields based on input
  • Save-and-resume drafts

Payments

  • Accept payments inline through Stripe, PayPal, Square, Razorpay and Mollie
  • One-time and variable amounts
  • Tie payment to specific fields or products
  • Built for order forms, donations and deposits

Entries & Data

  • Centralized entry management with search and filtering
  • Export to CSV and XLSX
  • Generate PDF copies of submissions
  • Per-entry activity log
  • GDPR privacy and data tools

Automation & Workflows

  • Built-in workflow engine
  • Email notifications and autoresponders
  • Webhooks and Zapier
  • Mailchimp and Twilio (SMS)
  • AI assistance for content

Developer & Integrations

  • REST API for entries and forms
  • Elementor widget
  • WooCommerce
  • reCAPTCHA spam protection
  • NelsonOS / Nelson Dashboard sync

Perfect For

Contact & lead forms · Order & payment forms · Applications & intake · Surveys & registrations · Quote & booking requests

Works With

  • Nelson Dashboard — Register as a dashboard module and manage entries for members. View plugin

Technical Details

  • Shortcodes: [nelson_form id=”1″]
  • Integrations: Stripe, PayPal, Square, Razorpay, Mollie, Mailchimp, Twilio, Zapier, WooCommerce, reCAPTCHA, Elementor
  • Requirements: WordPress 6.0+