Audience: Workspace Owners
Audience: Site Admins
Plan: Pro
Plan: Agency
Current Status
- ✅ Form builder internal alpha
- ✅ WordPress shortcode parity
- 🔄 Workflow automation integrations (Zapier & webhooks)
- 🔜 Block editor enhancements (multi-step layouts, conditional logic)
We are gradually enabling forms for Pro and Agency plans. Starter customers can request early access by emailing support@brighttally.com with Forms Beta in the subject line.
Timeline
| Phase | Target | Highlights |
|---|---|---|
| Closed Alpha | Complete | Internal testing and partner feedback |
| Private Beta | In progress | Poll shortcode parity, entry exports, WordPress embeds |
| Public Beta | Q1 2026 | Form templates, branching logic, analytics |
| General Release | Q2 2026 | Automation integrations, Zapier, API endpoints |
What WordPress admins should do now
- Confirm your plugin is updated to v1.1.0 or later.
- Set a Documentation Base URL in BrightTally → Settings if you test against staging.
- Embed polls using the shortcode or block so you understand the workflow—forms use the same approach.
Feature Preview
- Reusable templates — save form layouts in BrightTally and access them from WordPress without re-embedding.
- Conditional sections — show or hide form blocks based on answers (included in Agency during beta).
- Webhook triggers — send form submissions straight to your CRM or automation stack.
Feedback Loop
We welcome feedback from beta customers:
- Email: support@brighttally.com
- In-app: Help → Give Feedback (choose Forms from the dropdown)
Expect fast iteration—major updates will appear in the changelog and the WordPress plugin dashboard under Forms Overview.
Need more help or a personalised walkthrough?