How to Create an Online Order Form in WordPress Step by Step 01

Suppose you own a company, such as a restaurant or a physical store. You might not want to set up an entire online store.

You may wish to provide a simple way for consumers to order meals or other items for you to deliver.

We’ll teach you how to create an online order form in WordPress in this post. WordPress will make it easier for you to collect customer orders.

What exactly is an order form?

An order form is a piece of paper that consumers use to request a product from sellers. They are equally crucial for both online and brick-and-mortar stores.

They serve as a conduit of communication between the buyer and the store or vendor.

Order forms: how effective are they?

Order forms are critical in business and commerce. They facilitate communication among all parties engaged in a transaction.

You are starting with the manufacturer and working your way down to the end-users.

Order forms are required for the acquisition of raw materials by manufacturers as well. In addition, other items are necessary for the manufacture of commodities.

How to Create a Simple Order Form That Accepts Online Payments

Do you accept donations? Or perhaps you’d want to create a t-shirt order form. And an order form for photography, or any other type of order form, to collect orders.

Whether you’re selling digital or physical goods, you may accept payments using an online purchase form.

We’ll teach you how to make a WordPress order form in this tutorial.

Payments will be accepted by credit card and PayPal.

So, if you wish to take online payments for purchases placed using your website’s web-based order form, this is the location to be.

Step 1: In WordPress, create a simple order form.

Do you want to know how to create an order form online? The first step will be to install and activate the WPForms plugin.

To build a new form, click to WPForms » Add New.

Name your form on the order form creator’s setup screen. Then choose the Billing/Order form template.

Image shows Billing/Order form template

Next, you’ll want to change which goods are accessible for purchase.

To do so, scroll down to the template’s “Available Items” section on the right. And then click on it.

It will bring up the “Field Options” section on the left side. You can rename the field here.

You have the option of adding or removing order items. Change the pricing as well.

Image shows Field Options

Suppose you want to provide them with a selection of photos to choose from when they complete your online order form.

Then, in the Form Editor, choose the Use image options checkbox.

Image shows Use image options checkbox

You’ll be able to submit photos to go with your goods when you do this. Again, it allows consumers to see what they’re ordering.

Finally, there’s the primary drag-and-drop form builder. You may customize your order form by adding new fields. They may be moved from the left to the right side of the screen this way.

When you’re finished, click Save.

Step 2:- Customize Your Form Notifications

In your basic order form, there are two settings to adjust. The first is the Notifications configuration. Notifications are an excellent method of sending an email when you submit your form.

You may send yourself an email notice. Unless you deactivate form notifications, WPForms does this automatically.

You may also notify a team member by entering their email address in the Send to Email Address area.

Furthermore, if you utilize intelligent tags, you may even send a form notice to a customer to notify them that their order was received.

Let’s look at how to put up a single form notification. It will be emailed to a consumer when they complete an order form on your website.

Begin by selecting the Settings option in the Form Builder. Then choose Notifications.

Image shows Notifications button

Following that, you’ll want to specify which email addresses will get notifications when a new order is placed.

The email address of the individual who completed the online order form should include. Then, in the Send To Email Address column, choose Show Smart Tags. Image shows Show Smart Tags

Click on Email to tell WPForms to send a notice to the specified email address. That information was supplied on the order form submission.

Image shows field_id

After that, you can modify the email subject of your notification to be more specific. You can also change the “From Name,” “From email,” and “Reply-To” emails.

Don’t forget to include a personalized message if the email sends to someone other than yourself.

Suppose you wish to include all of the information provided in the order form’s form fields. Then employ all fields smart tag.

By modifying these fields, you will know who receives the email notification. In addition, you will understand what the notice is for and who sent it to you.

Even better. You may automatically deliver a WordPress order form email receipt to all customers. It results in the submission of an order.

Step 3:- Configure Your Form Confirmations

The second option to customize is for form confirmations. Form confirmations are notifications that appear in front of clients once they have submitted an order form.

You can select one of three forms of confirmation:

  • Message. WPForms’ default confirmation type is this. When a consumer fills out an order form, a short message informing them that their form was successfully submitted.
  • Display this page. Customers will be sent to a specific web page if they use this form of confirmation. You are thanking them for their order on your website.
  • Go to the URL (Redirect). When you wish to redirect clients to another website, utilize this option.

Let’s look at how to use WPForms to create a simple form confirmation.

So you can customize the message for users. It will be seen when they have submitted their orders.

To begin, in the Form Editor, go to the Settings tab and select the Confirmation tab.

Then, choose the kind of confirmation. You want to make something. In this case, we’ll go with the message.

Image shows message button

Then, personalize the confirmation message to your preferences. When you’re finished, click Save.

You can also configure email confirmations to receive notifications when the order form is completed as you take orders online.

Step 4: Configure the Payment Options

Finally, you’ll need to customize your order form’s payment options by establishing a connection with your payment gateway provider.

As a result, you may accept online payments from consumers.

WPForms integrates with three of the most common payment processors. Accepting payments is possible via the plugin’s integration with PayPal, Authorize.Net, and Stripe payment processors.

When you provide your consumers with the option of paying in more than one manner, it’s an excellent method for reducing order form abandonment.

To configure your order form’s payment information settings. First, you must install. And then enable the appropriate payment add-on.

Once you’ve completed that, select the Payments tab in the Form Editor.

In our case, we’ll use PayPal to handle orders.

Image shows Payments dashboard

After pressing the PayPal button, your PayPal email address must be entered. Then, choose Products and Services from the Production mode.

And make any necessary changes to the other parameters.

Image shows Payments dashboard

When you’ve finished customizing the payment settings, click the Save button to save your changes.

You are now ready to add your basic order form to your website.

Step 5: Integrate Your Simple Order Form Into Your Website

WPForms allows you to place your forms in a variety of locations on your website. For example, blog posts, pages, and your sidebar.

Let’s start with the most common post/page embed option.

Begin by adding a new post or page to WordPress. Then, inside the first block, click. And then click the Add WPForms button.

Image shows WPForms button

The useful WPForms widget will appear within your block. Select WPForms from the drop-down menu.

Choose one of the forms you’ve already created that you want to include on your page. Choose your order form.

Image shows Choose your order form

Then, in the top right, click the blue Publish button.

As a result, your form will display on your website, and you will be able to begin accepting customer orders.

To include a basic order form in your site’s sidebar widget section. Navigate to Appearance » Widgets.

Image shows Publish button

Then, in your sidebar, install a WPForms widget. Then, from the drop-down option, choose Billing / Order Form.

And then save your modifications to the widgets section.

Image shows Billing / Order Form

Save your work by clicking the Save button.

You may now see your published order form live on your website. When you choose things on your form, the pricing automatically changes.

Image shows published order form

That’s all there is to it! You now understand how to use WordPress to construct a simple order form that accepts online payments.

How to Create a Simple Order Form That Doesn’t Accept Online Payments

There are a few reasons why you should avoid taking payment from your consumers via your purchase form:

  • You are opposed to accepting credit cards on your website.
  • Your consumers would instead send checks or money orders. Alternatively, you can direct deposit funds from their bank account into yours.
  • Payment plans are available to your customers.
  • You like to send formal invoices to consumers to collect money.

Whatever the rationale for refusing to accept online payments, WPForms makes it simple to construct a basic order form that does not require payment.

Let’s have a look at how we can do that.

Step 1:- In WordPress, create a simple order form.

The first step will be to install and activate the WPForms plugin.

Then, go to WPForms > Add New and give your form a name. After that, choose the Billing/Order Form template.

Image shows Billing/Order Form template.

You may customize what products are available for consumers to order in the Form Editor.

Scroll down to the “Available Items” area in the preview screen on the right and click on it to do so.

The “Field Options” section will appear on the left side. You may rename the field here. Order items can be added or removed, and pricing can be changed.

Image shows Field Options

Suppose you want to provide photos for users to pick from while filling out your order form. Then, inform Edit, check the Use image options box.

Image shows Use image options box

It allows you to upload images. It will supplement the goods you currently have for sale. While simultaneously displaying a picture of the item the consumer wishes to purchase.

Finally, you can add more fields to your order form by dragging them from the left to the right side.

It helps gather more contact information from your consumers regarding their orders.

When you’re finished, click Save.

Step 2: Set Up WordPress Order Form Notifications

After that, you’ll need to configure the email alerts for your form. As a result, you may give consumers an email confirmation of their order.

It is accomplished by sending multiple notifications simultaneously—one for yourself or the member of your team in charge of orders.

So you know order was submitted, as well as one to your customer.

WPForms sends form notifications to the admin email address associated with your WordPress site by default unless you disable notifications.

However, you should also send your customer email notification. You must add another message.

To accomplish this. In the Form Editor, go to the Settings tab and select the Notifications tab. Then choose Add New Notification from the drop-down menu.

Image shows Add New notification button

A modal popup window will appear. You can give your additional notification whatever name you want here.

Because it is only for your convenience, then press the Ok button.

Image shows notification name field

The message will be sent to the client who filled out the order form. Next to the Send To Email Address field, click Show Smart Tags. Then choose Email.

Image shows Email button

It will notify WPForms that whatever email address was given on the order form has been validated. Likewise, that which was submitted should be informed.

After that, you may modify the email subject line of your notice. You may also limit the emails for “From Name,” “From Email,” and “Reply-To.”

That your consumer understands what the email notice is about

You may also change the message that appears when you receive a notice if you wish to include all of the information from the form fields.

Use the all fields smart tag to include all of the customer areas filled out on your order. And provide any extra messages you want to have.

Image shows Message

Click the Save button to save your work.

Step 3: Configure the Order Form Confirmations in WordPress

The next step is to configure the confirmation message. Again, customers will be able to view this after placing their order.

You may include the following confirmation kinds in your forms:

  • A confirmation message will appear after submitting the form and checking out.
  • Link to another page on your website, such as a “Thank You” page
  • For instance, when you wish to divert consumers to another website, go to URL redirect.

In this example, we’ll set up a simple message confirmation. Customers will be able to see this after submitting the order form.

To begin, in the Form Editor, go to the Settings menu and select the Confirmation tab.

Then, choose the kind of confirmation. You want to make something. In this case, we’ll go with Message.

Image shows Message button

The confirmation message can then be customized. And then click Save.

Step 4: Integrate Your Order Form Into Your Website

WPForms allows you to embed forms in various areas on your website, including blog posts, pages, and your sidebar.

Let’s start with the most frequent post/page embed option.

Begin by adding a new post or page to WordPress. Then, inside the first block, click. And then click the Add WPForms button.

Image shows WPForms button

The useful WPForms widget will show within your block. Select WPForms from the dropdown menu.

Choose one of the forms you’ve previously generated that you’d want to add to your page. Choose your order form.

Image shows Choose your order form.

Then, at the upper right, click the blue Publish button. Your form will now be shown on your website.

Image shows Publish button

To include a basic order form in your site’s sidebar widget area. Navigate to Appearance » Widgets.

So, put a WPForms widget in your sidebar. Then, from the drop-down option, choose Billing / Order Form. And then save your modifications to the widgets section.

Image shows Choose your order form. button

On your online order form, click Save. You’re ready to go!

Track Your WordPress Form Conversions

After you’ve published your order form, you might be curious to see how it works. Also, you want to know how many people are looking at it and submitting it.

If you want to know how well your order forms are functioning. The MonsterInsights plugin is the ideal answer in this case.

It’s the most accessible Google Analytics plugin for WordPress to use.

It includes a basic Forms Tracking Addon that allows you to track your WordPress forms quickly.

Image shows Forms report

The best free plugins

Go over the list. And I hope you’ll discover at least one that meets your needs.

WP Form

WP Form Image

WP Forms is a well-known WordPress form builder plugin. It has sophisticated fields and an infinite number of pre-designed form templates.

Anyone may design a form with a simple interface and intelligent conditional logic. For example, lengthy documents can be divided into many pages.

The plugin is well-integrated with the most common WordPress add-ons. In addition, it includes all of the most recent WordPress themes.

There are free and commercial versions of the plugin available. In addition, content is constantly being integrated.

Features

  • Form builder with drag-and-drop functionality
  • Form Templates
  • Entry Management
  • Mobile-Optimized
  • Instant Alerts
  • Spam Security

Jotform

Jotform Image

JotForm is one of the most well-known form builders, with over 7 million users. With JotForm’s unique HTML code, embedding in your WordPress website is as simple as it gets.

It is produced when you have completed your form automatically. So you only need to copy the code. And then put it into the HTML code of your website.

Your shape will look fantastic. To construct a form, you don’t need any coding knowledge. Complex structures with conditional logic, electronic signatures, and payment choices are also possible.

You have complete control over the design of your form. In addition, from a library of 10,000+ form templates, you may choose ready-to-use templates.

Features

  • Drag & drop form builder
  • GDPR & HIPAA Compliant
  • There are over 100 connections with third-party apps.
  • 35+ Payment Gateway Integration Possibilities
  • PDF Creator
  • Data visualization and presentation were made simple.

Contact Form7

Contact Form7 Image

Contact Form 7 is a feature-rich application. It is a robust WordPress form builder. Any shape may be created. And you can easily integrate it into any page or post on your website.

A sophisticated admin panel allows you to handle many forms. Akismet spam filtering, Ajax power submission, and CAPTCHA are all supported by the plugin.

Features

  • Form fields may be easily customized.
  • There are several shortcodes for embedding forms into WordPress.
  • a plethora of third-party extensions
  • To change the contents of an email, use markup.
  • Make several contact forms.

Ninja Form

Ninja Form Image

Ninja Forms is a WordPress form plugin that is responsive. It provides a plethora of pre-designed customizable form layouts. It allows you to build an endless number of forms.

There are import/export forms as well as public URLs that may be shared. The plugin works with the most common WordPress themes and extensions.

It is ready for translation and is developer-friendly. It is available in both free and paid versions.

Features

  • Form builder with drag-and-drop functionality
  • Optimized for SEO
  • Compatible with mobile devices
  • GDPR Compliance Made Simple
  • Spam Filtering
  • Email notification that may be customized

The best-paid plugins

Order Now

Order Now Image

Order Now is a responsive WordPress plugin that allows you to create WordPress order forms. It enables corporates, developers, and freelancers to acquire project orders from clients quickly.

It provides several customization choices, such as font color change possibilities. There are tax options. Custom CSS settings are also available.

The materials are structured in a user-friendly manner here. In addition, the plugin integrates PayPal and is simple to use.

Features

  • Implementation of discount coupons
  • Before submission, the order must be revised.
  • Features of the Multi Tab
  • Compatibility across browsers
  • Validation on the client-side

The cost is $21.

Flance

Flance Image

Flance is a WordPress plugin for creating order forms that are WooCommerce compatible. It has several distinguishing characteristics.

As an example, consider adding numerous goods to order and submitting them to the cart.

It provides a plethora of customizability possibilities. For example, you may personalize the image, description, characteristics, and SKU.

You may also choose whether to display or conceal the pricing columns. Shortcodes can be used to display forms on your website.

The plugin is developer-friendly and ready for translation.

Features

  • Columns can be shown in any order you choose.
  • Sorting using Ajax
  • Optional backend control for pagination
  • Catalog and product quick view tables
  • Display products with the ids you’ve chosen.

The cost is $31.

Form of Gravity

Form of Gravity Image

Gravity Forms is a sophisticated WordPress form builder plugin intended for professional use. It enables the creation of multi-page order forms.

Furthermore, it provides intelligent conditional logic. It includes automatic updates and standard support. There are options for managing an endless number of entries.

The plugin is compatible with the majority of popular WordPress themes. It is simple to use and works with all of the most recent WordPress add-ons. It is also an excellent tool for lead creation.

Features

  • More than 30 Form Fields
  • The use of Conditional Logic
  • Calculations feature
  • Forms for Limitation and Scheduling
  • Spam Filtering

The cost is $59

WP Magic Form

WP Magic Form Image

Magic Form WP is a sophisticated order form builder plugin for WordPress. It includes virtually everything you’ll need to create a stylish order form.

You may include hundreds of components in your forms. This plugin has a plethora of pre-built templates. You simply select one.

Fill in the blanks and publish your forms. The forms can be signed electronically by your users. This plugin allows you to develop mobile and tablet-compatible forms.

Features

  • Builder with drag and drop functionality
  • Intelligent conditional logic
  • PDF creation
  • GDPR compliant forms
  • Files containing signatures

Price: $19.

CONCLUSION

An order form aids in the efficient operation of your firm; at the same time, consumers have the opportunity to list the goods they require explicitly.

A document is created for easy reference when a merchant or supplier responds to a customer’s order. It reduces misunderstanding.

We’ve compiled a list of the most valuable and well-liked WordPress plugins for creating order forms. Anyone may install and activate it.

And you’ll be able to design your order form in minutes.

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