Before I made this form, customers had to call in their orders. But that took a long time. And customers felt weird giving their credit card info over the phone. Also sometimes the order got goofed up when they called in. (It’s noisy in here!)
That was really embarrassing.
But now our busy bakers have more time to bake! It’s faster and more secure. There's no miscommunication about orders. Plus, we always spell names correctly ;)
So how is it done? All it takes a little know-how and planning.
Start By Planning Out Your Form
Before you get too far, really think about all the things you need your form to do – and in what order! (It helps to actually draw your form on paper before diving in.)
Can customers order more than one item?
Are products different prices?
Are there add-on options that cost extra?
Do some products have options that others don't?
By answering these questions now, you'll save time in revisions later.
How To Set Up Prices
Setting up prices for products and services is easy.
Just click "Advanced" and select the option you want to edit. You'll see an "additional fee" box, where you can enter the item's price.
If you have limited quantities of items, you can set that up here, too. You can also set up conditional fields – we'll cover that next.
How To Make Conditional Fields
What’s a conditional field? It’s a question that only pops up if certain conditions are met.
Here's a conditional field in action:
Neat, huh? Prices are hidden until someone selects a cake. Then they can pick their size. No sweat!
You can even configure your conditional fields to make more than one thing happen per click. Like this:
Once someone selects their cake shape, a whole bunch of options pop up. I just set each choice to display only the questions relevant to the client’s specific order.
Making conditional fields like this is also easy!
Hit “Advanced” and go to the answer you want to make special. Then you can pick all the other fields you want to pop up when someone makes that choice.
It’s like making a bunch of mini-forms in one :)
Here's a peek at what the form builder looks like from the back:
How To Get Paid
Now that you've set up your forms, it's time to get paid! Add your payment block, so your customers can pay for their order right on the form.
When you configure your payment block, you'll be able to enter a base price, add tax, charge shipping, and even offer digital downloads!
Voila! Customers can now pay for their order directly on the form.
You get a copy of their order, and the customer gets a nice email confirmation sent immediately to their inbox.
Remember to mark required fields. You don’t want an order to come through with missing information!
Your form doesn't have to be this complex. Just know that if you need to deep-dive into a very custom order, the system can handle it.
If you think your form is too long, look for opportunities to use conditional fields to keep your form short.