Adding functionality to your B12 website

B12 includes built-in tools for managing contacts, collecting payments, sending contracts, marketing to clients, and more, all accessible from the left sidebar in the B12 Editor. You can also connect third-party tools and services using embed codes or integrations. This article walks you through how to set up each one.

Contact forms

Most B12 sites come with a contact form. Visitors who fill it out are stored automatically in your Form submissions and Contact manager. You can customize a form's fields, labels, and layout using Visual Edit or the AI Agent.

Using Visual Edit:

1. In the AI Agent chat, click Visual Edit.
2. Click the form element you want to change. A settings panel appears in the left sidebar.
3. Edit the field labels, add or remove fields, or adjust the layout as needed.
4. Click Save when you're done.

Using the AI Agent:

Describe the change you want in the chat. For example:

Add a "Phone number" field to the contact form on my Contact page.

Remove the "Message" field from the contact form and make "Email" required.

To add a new contact form to another page:

Add a contact form to my [page name] page.

View form submissions and contacts

Form submissions stores every response submitted through your contact forms. To view them:

1. In the left sidebar, click Form submissions.
2. Browse, filter, or export submissions from here. New submissions are also forwarded to your account email address automatically.

Contact manager is a built-in CRM that organizes the people you work with. Contacts are added automatically from form submissions, and you can also add, import, tag, and search them manually.

To access it, click Contact manager in the left sidebar.

Learn more about managing form submissions and the Contact manager.

Commerce

B12 Commerce is powered by Stripe. Once you're set up, you can create working payment functionality for your website, send invoices via email, and manage payouts to your connected bank account.

Getting started with Commerce

1. In the left sidebar, click Commerce.
2. Connect your bank account to enable payouts. B12 uses Stripe to process payments — follow the onboarding flow to complete the connection.
3. Once you're connected, you can chat with the AI Agent to create payment workflows on your website. From the Commerce dashboard, you can create invoice templates, send invoices to clients, and track payment status.

Learn more about Commerce.

Data & users

Data & users adds advanced functionality to your B12 site. You can add user accounts with login-gated content, store API keys for external services, and build features like AI chatbots or custom data connections through the AI Agent.

Enable Data & users

1. In the left sidebar, click Data & users.
2. Click Enable Data & users.
3. Once enabled, you can add user accounts, restrict pages to logged-in visitors, and store API keys for third-party integrations.

Learn more about Data & users.

Email marketing

Email marketing lets you send one-off or automated emails to your contacts from within B12. You can use pre-written templates, compose emails from scratch, and view delivery and engagement metrics.

Getting started with Email marketing

1. In the left sidebar, click Email marketing.
2. Click Start a new email to start from scratch, or choose a pre-built template.
3. Add your subject line, content, and select your recipients from your Contact manager.
4. Send immediately or set to automatically send after a trigger.

Learn more about Email marketing.

eSignatures

eSignatures lets you send contracts to clients for digital signing directly from B12. You can create reusable templates, track signing status, and store completed contracts.

Getting started with eSignatures

1. In the left sidebar, click eSignatures.
2. Click New contract to create a contract from scratch, or start from a saved template.
3. Add your recipient, write or paste your contract content, and place the signature fields.
4. Click Send to deliver the contract to your client for signing.

Learn more about eSignatures.

Third-party tools

Beyond B12's built-in features, you can connect almost any third-party tool to your site using embed codes, webhooks, or API keys. Common use cases include live chat widgets, scheduling tools, third-party payment buttons, social media feeds, maps, and external forms.

The most common method is an embed code — a snippet of HTML provided by the third-party service. Once you have it, prompt the AI Agent to add it to your site:

Add a [tool name] widget to my [page name] page using this embed code: [paste your embed code here]

For routing form submissions to external services or setting up API-based integrations, see Adding an integration to your website.

Frequently asked questions

→Which features require a paid plan?

⇒Contact manager, eSignatures, and Email marketing require a paid plan that includes a Client Engagement seat. Commerce, Data & users, and Form submissions are available on all plans, including free plans. See Plans and pricing for a full breakdown.

→Can I use a third-party payment tool instead of Commerce?

⇒Yes. You can embed a Stripe, PayPal, Square, or other payment button directly on your site using an embed code. Use Commerce if you want invoicing and payment management built into B12. Use a third-party embed if you already have an existing payment setup you want to keep. Learn more.

→What's the difference between Form submissions and Contact manager?

⇒A form submission is a single response from someone who filled out a form on your site. When that happens, B12 automatically creates or updates a contact in the Contact manager. Email marketing lets you send emails to those contacts — either manually or through an automated trigger.