A few simple steps to make wordpress order form/order form

With the help of WPForms and Stripe, Authorize.Net and PayPal integration, an order form (order form) can be created on the WordPress website within a few minutes, and payment can be accepted when the customer submits the form.

You can also create an order form (from the order information generated by the customer) to accept payment for orders in the future.

In this article, show how to create two types of order forms with online payment and without payment.

Create wordpress order form/order form

Click here to start making orders

How to make a WordPress order form (online payment)

The website wants to accept donations, or wants to create a T-shirt order form, photography order form, etc. Regardless of whether you are selling digital or physical products, you can pay through online orders.

The following shows how to create a WordPress order form, which accepts credit card and PayPal payments. If you want to accept payment through the order form on the website, then follow the steps below.

Step 1: Create an order form in WordPress

Install and activate firstWPForms plugin.

Then, click on the menu on the left side of the wordpress backendWPForms»Add NewCreate a new form.

On the setup screen for order form creation, name the form and select the Billing/Order form template.

Order form template

Next, modify which products can be ordered.

To do this, scroll down to the "Available Items" section on the right side of the template included, and click.

This will open the "Field Options" in the left panel. Rename the field, add or delete order items, and change the price here.

Customize available items

If the customer needs to select an image when filling out the online order form, click on the form editorUse image choicesAnd select it.

Use Image Choice Checkbox

After completing the above steps, upload the picture so that the customer can view the order content intuitively.

Finally, drag the other fields from the left to the right to add them to the order.

When finished, clickSavesave.

Step 2: Set up form notifications

There are two ways to set up the order form:

the first isNotificationsset up. When the form is submitted, a notification will be sent by email.

You can set to automatically send email notifications to yourself (you can also disable this feature), or you can add emails toSend to Email AddressTo send notifications to team members.

In addition, smart tags can be used to send notifications to customers indicating that their orders have been received.

Let's learn how to set up a form notification after a customer submits an order on the website and send it to the customer.

First click in the form builderSettings Tab, then clickNotifications.

Next, customize which email address will be notified when a new order is submitted.

After filling in the customer’s email address, inSend To Email Address Click onShow Smart Tags.

Form notification smart label

Click onEmail, WPForms will send the notification to the email address entered in the order.

You can rewrite the email subject of the notification to be more specific. In addition, you can also customize the "Sender", "Sender" and "Reply" emails. If you send emails to customers, you can add personalized information.

If you want to include all information in the submitted order form, use {all_fields} smart tags.

Custom form notification

By changing these fields: When the customer receives the email notification, he understands the purpose and source of the email.

Step 3: Set up form confirmation

The second setting handles the form confirmation. That is, after the customer submits the order, he receives a notification message and knows that the order has been confirmed by the merchant. There are three types of confirmations to choose from:

  1. Message. This is the default confirmation type in WPForms. When the customer submits the order, a simple message confirmation will be displayed to let the customer know that the form has been processed.
  2. Show Page. Take the customer to a specific page on the website and thank them for their order.
  3. Go to URL (redirect). Use this option when you want to attract customers to other websites.

Let's learn how to set up a simple form confirmation in WPForms.

First of all, inSettingsClick inside the form editorConfirmation.

Next, select the type of confirmation you want to create. In the following example, selectMessage.

Form confirmation type

Then, customize the confirmation message according to your personal preference, and clickSave.

Step 4: Set up payment

Finally, set up payment for the order by connecting to the payment provider so that you can collect payments from the customer to checkout.

WPForms andPayPalAuthorize.Net, as well as StripePayment processor integration to accept payments. Providing multiple payment methods is a good way to reduce lost orders.

Once you’ve done this, click in the form editorPayments.

The following example demonstrates how to set up PayPal to process orders.

Payment settings

Click onPayPalAfter entering the PayPal email address, selectProductionMode, selectProducts and Services, And then adjust other settings as needed.

paypal settings

After completing the payment settings, clickSave save.

Now you canAdd an order form on the wordpress websiteNS.

Step 5: Add the order form to the WordPress website

Use WPForms to add forms to multiple locations on your website, such as blog posts, pages, and sidebars (available in the Widget area).

First, let's take a look at the most common way to add: Embed a form in the article/page.

First create a new article or page in WordPress. After that, click in the first block (the blank area below the page title)Add WPFormsicon.

Add wpforms icon

The WPForms widget will appear in the block. Click the WPForms drop-down menu, then select the created form to be inserted into the page, and then select the order.

Select order form

Next, click the blue button in the upper right corner, the publish button, so that the form will be displayed on the website.

Publish the order form on your wordpress website

To add a simple order form in the sidebar area, clickAppearance »Widgets.

Then, add the WPForms widget to the sidebar. After that, select Billing / Order from the drop-down menu and click Save Changes.

WPForms Widget

Click onSave.

Now, the published order form can be viewed in real time on the website. Note that when you select an item on the form, the price will automatically change.

Final order form with payment

In this way, a simple order form for accepting online payments is complete.

How to make a WordPress order form (no online payment)

There are several situations where you don’t want to collect payment from customers through the order form:

  • Don't like accepting credit cards through the website
  • Customers like to send checks, money orders, or deposit funds from their bank account directly into their own account
  • Payment plan is a choice for customers
  • I want to send an official invoice to a customer requesting payment

Regardless of why you don't want to accept online payments, WPForms can easily create orders without payment.

Step 1: Create an order form in WordPress

Install and activate firstWPForms plugin.

Then, inWPForms »Add New, Name the form, and click Billing / Order Form template.

Invoicing order form template

In the table editor, customize which products are available for customers to order.

In this way, open "Available Items" in the left panel. Here you can rename, add or delete order items, and change prices.

Customize available items

If you want the customer to choose a picture when filling out the order, click in the form editorUse image choices.

Use image selection checkbox

In this way, you can upload pictures to supplement the products you want to sell, and you can also show customers the pictures of the products they want to buy.

Finally, add other fields to the order by dragging the other fields from the left to the right. This helps to collect other information related to the order from the customer.

When finished, clickSavesave.

Step 2: Set up WordPress order notification

Next, you need to set up email notifications for the form to send order receipts to customers.

Multiple notifications can be sent at one time: one notifies itself or the team member responsible for the order so that they know that the order has been submitted, and the other notifies the customer.

By default, unless notifications are turned off, WPForms will automatically send form notifications to the administrators associated with the WordPress site.

To do this, click in the form editorSettingsDownNotificationsTab. then clickAdd New NotificationButton.

No payment notification settings

The popup mode appears. Here, name the notification as needed, as it is for reference only. then clickOkaySure.

Wordpress order receipt

To send this notification to the customer who filled out the order, click "Show Smart Tag" next to the "Send to Email Address" field. Then click Email.

Click on Show Smart TagsnearbySend To Email Address,then clickEmail, The notice is sent to the customer.

Smart label

WPForms will send notifications to any email address on the order.

Next, change the email subject part of the notification. In addition, the "From", "From" and "Respond to" emails can be customized so that customers know exactly what the notification means.

You can also customize the notification message. If you want to include all information in the submitted order form, use {all_fields} smart tags.

Thanks for the information

Click onSavesave.

Step 3: Set up WordPress order confirmation

Next, set the confirmation message. In this way, the customer will see the confirmation message after submitting the order.

The following types of confirmation:

  • Confirmation information is displayed after the form is submitted
  • Redirect to other pages on the website, such as the "Thank You" page
  • URL redirection, sometimes the customer needs to be redirected to another website

In the example below, it demonstrates how to set up a simple message confirmation, which the customer will see after submitting the order.

First of all, inSettingsClick in the form editor underConfirmation.

Next, select the type of confirmation you want to create. In this example, selectMessage.

Confirmation type of WordPress order form

After customizing the confirmation message, clickSave.

Step 4: Add the order form to the website

Use WPForms to add forms to multiple locations on your website, such as blog posts, pages, and sidebars (areas that can be used for Widgets).

Let’s take a look at the most common post/page embedding methods.

First create a new post or page in WordPress. After that, click inside the first block (the blank area below the page title), and then clickAdd WPFormsicon.

Add wpforms icon

The WPForms widget appears in the block. Click the WPForms drop-down menu, and then select the created form to be inserted into the page.

Select wordpress order form

Next, click the blue button in the upper right corner to publish, so that the form will be displayed on the website.

Post an order on the Wordpress website

To add a purchase order to the website in the sidebar widget area, go toAppearance »Widgets.

Then, add the WPForms widget to the sidebar. After that, select Billing / Order Form from the drop-down menu and save.

WPForms Widget

Click onSave.

Click here to start making orders

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