5 Simple Steps to Creating An Order Form In WordPress
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As a small business, you understand the need to offer your customers an order form on your website. WPForms can help you create a simple order form on your WordPress site without the need to know how to engage in complicated coding. Plus, you can set up your new form to integrate with popular payment solutions, like Stripe and PayPal, if you require immediate payment, or allow the form to generate the order but accept the payment at a later date. WPForms is versatile, easy to use, and will make your life easier.
In this article, I will cover how to create a simple order form that takes online payments with a credit card or through PayPal when the order is placed using WPForms features and add ons.
Let’s get started…
First Off…Let’s Start By Getting The WPForms WordPress Plugin
If you don’t already have it installed on your WordPress site, download, install, and activate the WPForms plugin.
Once you have done that, click on the plugin and select “Add New” to start creating your new form. Name your form and then click on the “Billing/Order Form” template.
Here is where you will be able to customize the form to fit your business.
Modify The Items That Customers Can Order
Your customers are there to order items or services from you. You need to add them to the order form. To do this, scroll down to “Available Items” on the right-hand side of the form and select it. A “Field Options” panel will open to the left. Rename the field with the item name, add another item, change prices, and reorder the items from this panel.
If you want your customers to see an image of the item they want to buy, select the “Use image choices” toggle button at the bottom of the form editor. This will let you upload pictures of the item as you are adding them to the form.
If you need an additional field in the form editor, you can drag them from the left side of the form into the editor. Click “Save” when you are finished.
Set Up The Form Notifications
Once you have your WPForms set up, you will need to configure your notifications. You want to receive an email every time the form is submitted so that you know you have received a new order. You can also add the email of an employee to the notifications so that they are also notified of a new order. One of WPForms features and add-ons is that it will automatically send you the email unless you disable the notification. To add someone in your company to the email list, go into the “Settings” and then select the “Notifications” tab, and add their email to the “Send to Email Address” field.
You can also send your customers an email notification, letting them know you received their order. In the same “Notifications” tab, click on the “Show Smart Tags” link in the “Send to Email Address” field and make sure “Email” is selected in the “Available Fields” box. This will trigger WPForms to send an email to the buyer. From here, you can customize the email subject so that it is more personal and add a message if the email is going to one of your employees.
Configure Confirmation For Your Order Form
A confirmation form is the message that appears after your customer has successfully submitted their order. It is a nice way to let them know that everything worked out like it should and a good spot to thank them for their order.
WPForms has three types of confirmation you can choose from:
The “Message” confirmation is the default setting, and it will cause a message to pop up on the screen telling them that their order form processed successfully.
“Show Page” will take your customer to a special landing page on your site thanking them for their order.
Finally, “Go to URL (Redirect)” takes your customer to a different website.
You can customize the message left for your customer on all of these options. To set your confirmation up, click on “Settings” and then “Confirmation.” It will open up a window that allows you to choose the confirmation type you want to use and gives you a text box in which you can leave your message.
Before you add your WPForms order form to your website, you need to configure the payment setting.
I am going to use PayPal as an example.
Make sure you have the PayPal payment processor plugin installed on your WordPress site. In the form editor, select the “Payments” tab and select “PayPal” from the dropdown menu.
Enter your PayPal information, select “Production” under mode, choose “Products and Services” and configure the other settings as needed. Save to store your changes and then add your order form to your website!
And there you have it...you should be able to go ahead and create a simple order form in WordPress with or without online payments.
Are you ready to add a simple order form to your website? If so, download WPForms today and get started with this versatile business tool.
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