This is a guide to help you create an order form in WordPress.
Creating a form is mandatory for every website. It works as a call to action element. You can create forms using multiple form builder plugins. They are WPForms, Ninja Forms, Contact Form 7, Jetpack Form, and Formidable Forms. Almost every form works on the same principle only.
Must Read: 5 Best WordPress Contact Form Plugins (Compared)
To choose one among this, you can go on with WPForms. It is much easy to customize, and a lot of inbuilt options are available. Read the article until the close to examine how to create an order form.
What are the uses of forms on the website?
A form is a medium that permits your guests to contact you and send data, for example, a request, a list demand, or even an inquiry, which is given to your database. On certain sites, data that is submitted through forms are moved straightforwardly to the organization’s email. Forms permit you to gather and oversee data effectively and proficiently. They are incorporated directly into your site, making it simple for your prompts to give their data.
WPForms Features
- Easy drag and drop form building plugin
- There are multiple pre-built templates, which you can use handy
- User-friendly and Mobile-friendly
- 100% responsive forms
- You receive instant messaging and notifications
- Easy to manage entries
- Payment organization is easy to customize
- You can easily embed the form anywhere in the website
- Spam protection is enabled
Create a simple order form with online payments
If you accept donations or collect orders, you can use a simple order form on a WordPress website.
Step 1: Install and Activate WPForms
In the WordPress dashboard, go to plugins, then choose Add New. On directing yourself with the Add New tab, go to the Search tab and search for WPForms. When the result appears, choose the right plugin. Now, you need to install and activate it. You can also buy a premium version of the plugin to explore more features.
Step 2: Create a simple Order Form using WPForms
Go to WPForms in the WordPress dashboard and choose Add New to create a new form. During setup, you will be asked to select the right template that you need to choose. Here, you can choose the billing/order form template and proceed with it. After choosing the order form, you can name your form.
Once creating and naming the form, start modifying the available orders, and those needs to get displayed. For this, you can scroll and find the option “Available items” on the right side. You can direct towards there, and you will find a section, “Field options” on the left. If you need, you can rename, edit, add, delete fields according to your preference. When you want to include images as a choice while filling, click on the ‘Use image choices” section in the editor. Using this, you can upload the desired images. Once done with all the above things, Save the changes.
Step 3: Configure Form Notifications
On configuring the notifications, an email will be sent while submitting the form. By default, this feature is enabled. To disable this, you need to set up manually. In case if you need to send the responses to someone in your team, you can add their email in the Send to the Email Address field. There is also an interactive feature named smart tags. On using these smart tags, you can send a confirmation mail to the sender.
For the same, go to Settings, then click Notifications. In the Notifications tab, you will be able to customize the email addresses. Send a confirmation email to the sender, go to Send To Email Address, and then click show smart tags. Customizing email subject is also done easily through WPForms. To display all the info available in the form fields, you can use {all_field} smart tag.
Step 4: Configure Form Confirmations
As per WPForms, there are three types of confirmation. You can choose as per your choice anytime.
Message: Sends a simple confirmation message
Show page: It will take the sender to a separate page sharing a thanking note.
Go to URL: It will redirect to a different site.
To set up this, under settings, go to the confirmation tab, and choose the type you wish to work on. Then, you can customize it. Once done, save the changes made.
Step 5: Configure the Payment Settings
The main thing is, you need to set up a precise payment method, only then, it sounds like an order form. WPForms allow you to integrate with Stripe, PayPal, and Authorize.net payment portals. The setup is easy, you need to go to the Payments tab, then choose the portal.
If you don’t have a Paypal account yet, click here to open now.
If you are clicking Paypal, you need to provide your Paypal email id and select a production mode. Later, you need to choose Products and Services. Further, you can modify the settings according to your needs. Once done with the configuration, you have to save the changes.
Step 6: Add the Form to your site
You can add the form by clicking Add WPForms in your WordPress page, which you are editing/ want to place it. A widget is also available for your convenience, you can drag and drop it to the site. Then, make sure you publish the changes.
Creating a simple order form without online payments option
To create an order form without online payments, you need to follow all the points mentioned earlier, except for the final step of configuring payment settings. With these simple steps, you can accurately make a better and engaging order form.
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Closing note
Forms will assist you with following on the web leads, catch up with customers, get familiar with your purchaser personas, upgrade client details, and furnish your leads with the data, administrations, and items they are looking for. Your website ought to be clear, easy to utilize, and outwardly satisfying. For the same, you will have to add a form. I hope this article helps you to create a WordPress order form.
Happy reading!
