Do you want to create a simple order form in WordPress?
Well, in that case, you have come to the right place. In this post, we will help you with the steps to create an order form on your WordPress site. When you know the steps, it takes just a few minutes to be completed.
With the help of an order form, it will be easy for you to accept payments from customers. However, an online order can also be used to receive order information from customers. Without wasting much time, let’s take a look at the steps.
What You Will Learn
Creating An Order Form On Your WordPress Website
With an online order form, you can easily accept orders from customers. Not just that, but you can also accept payments from them through an online order form. To help you out, we have laid down the steps in detail.
Step 1: Creating an order form in WordPress
At first, you need to install and activate the WPForms plugin.
Once done, go to WPForms and then to Add New to create your order form.
When the setup screen appears, give a name to your form and then choose the order/billing form template.
Now change the items available in the order form as per your requirements.
Go to the option “Available Items” and click on it. This will open the section called “Field Options” in the left panel. In this section, you can rename the field, change the price, and even remove or add order items.
You can also include images for your customers to choose from. To get this done, click on the option Use image choices in the Form Editor.
Once the above-mentioned step is done, you will be able to upload images alongside your product.
You can also add other fields in the form. All you have to do is drag them from the left side to the right side of the screen.
After you are done with everything, click on the Save option.
Step 2: Configure form notifications
You have to configure two settings in your order form. The first one is the Notification settings.
You can receive an email notification that is automatically done by WPForms unless you disable form notifications. It also allows you to send a notification to a team member by adding their email address to the Send to the Email Address field.
You can also send a form notification to a customer so that they know that you have received their order.
Click on the Settings in the Form Builder and then go to Notifications.
In the next step, you need to customize the email address to who you want to send a notification to when an order is received.
Click on the option Show Smart Tags in the Send To Email Address section.
Click on the option Email to allow WPForms to send notifications to the email address that you entered on the order form submission.
You can also change the email subject of your notifications. Along with that, you can also customize the “From Name”, “Reply-To” and “From Email”. You can even add a personalised message in the email.
In case, you want to add all information found in the form fields of the order form, you should use the {all_fields} smart tag.
By making these changes, you will get to know every time someone receives the email notification.
Step 3: Configure form confirmations
The second setting is to configure the form confirmations. Form confirmations are messages that show for customers when they submit an order form.
There are three confirmation types:
1. Show Page.
2. Go to URL (Redirect)
3. Message
Click on the option Confirmation in the Form Editor.
Now choose the confirmation type you want to create. In this case, we will choose the Message.
Now you can customize the confirmation message according to your liking and then click the Save button.
Step 4: Configure your payment settings
The last thing to configure is the payment settings. This will allow you to collect payments from customers online.
The good thing is that WPForms is integrated with Authorize.Net, PayPal, and Stripe payment processors.
The first thing you need to do is download and activate the payment add-on you want to use.
Once done, click on the Payments option in the Form Editor. In this case, we are using PayPal.
Now you need to put in PayPal email address.
Select the Production mode and go to Products and Services to adjust the other settings.
Once you are done with the above steps, click on the Save option.
Step 5: Add your order form to your site
You can add your order form to your website.
For this, you need to create a page in WordPress.
Click inside the first block and then on the Add WPForms icon.
Click on the WPForms dropdown and choose the forms you want to insert in your page.
Click on the blue coloured button that says Publish to publish your form on your site.
Go to Appearance and then to Widgets.
Now add a WPForms widget to your sidebar.
Select the Order Form from the menu and then click on the Save button.
Your order form will go live on your site.
With the help of these simple steps, you can easily create your simple order form in WPForms and publish it on your website. This will make accepting orders and payments from customers easy.
Image credits: wpforms.com
FAQs
Why do you need an order form?
An order form allows you to accept orders from customers. It also allows you to accept payments from customers online.
What is WPForms?
WPForms is a user-friendly WordPress contact form plugin. It comes with the drag and drops form builder that makes it easier for you to create a payment form, contact form, email subscription form, and other types of the online form with just a few clicks.
Is WPForms free?
WPForms Lite is available for free. It allows you to easily create, save, and publish forms on your website.
