How to Create an Order Form - With free templates
Order forms are essential for any modern e-commerce. Through them, you can sell your products or services, and set payment methods, like using MightyForms form builder and integrating the form to Stripe or Paypal.
Stay tuned for our tips and build the form that will boost your sales, increase your revenue, and grow your online performance. In this article, you can learn what are order forms and how they can help your e-commerce, how to build one from scratch or using one of MightyForms’ ready-to-go free templates, plus 5 order forms best practices to guarantee a high completion rate.
What is an Order Form
Order forms are documents that describe requests for products or services. These forms can also be used as service request forms, that signal everything a service needs to be complete.
An order form must be informational. It must capture any information that is required for a purchase or service. It is also important that such an order form isn't time-consuming so the client can navigate through it easily and quickly.
Order forms are also a contract that says what buyer and seller had agreed. It is an official document with contact information from both parties and payment methods.
When can you use an order form
The main use of an order form is to organize any request that clients make. So, if you are offering some kind of service, for example, you can ask in your order form any characteristic involving it. You can use order forms to collect any relevant information about the product or service your client is purchasing to offer a better service or to deliver the desired product.
Steps to Create an Order Form
1. Decide what to sell
If you are an entrepreneur or a seller, you know the importance of keeping records and an organized system for any order you have. It is the best way to keep customers satisfied with the service you offer. And you also understand that the first step is to decide what kind of product or service you are going to offer. That’s because the entire brand and form are built with its purpose in mind. This helps to create a better order form that has all the information that is necessary to accomplish the task.
2. Choose a form builder tool
Check out our list of the best online form builders you can use. With the right form builder, you can access features and tools that assist the task of building a great order form. A well-made form can gather more leads for your business and convert them into customers.
For this, you must use a form builder that is responsive, easy, and that doesn’t demand much time to use. Also, you must prefer the one that has a payment system integrated into it, since it makes it easier for you to collect payments.
MightyForms is a form builder platform that thinks about all these things and offers free order form templates and also features for you to build the best automated order form for your business.
3. Customize the template with proper fields
Even with tons of free form templates, you must customize your order form according to the needs of your own business.
When choosing the fields you must answer questions like:
- What information do you need from the client?
- What do you need to know about the order or the service?
- What can you do for the customer?
4. Add photos of the products
It is interesting to add photos of the product you are selling along with its description. That can help the consumer to associate the purchase better. And, depending on the kind of service you are offering, you can also display photos from your portfolio.
But if the service you are offering doesn’t allow this, don’t worry. Make sure that the client knows and understands what you are offering with other methods. You can, as an example, display testimonials from satisfied clients.
5. Customize the order form with branding
When thinking about lead generation it is important to create branding. Add elements that address your business. This can help customers and prospects associate those elements to the product and the business.
To do it you can use typography, colors, and images. And never forget to add the company’s logo into the order form.
6. Set up a payment method
This is an important step in the process of building an order form. After all, you must get paid for the service or product you are offering. And you can do it through the system of your trust.
There are a lot of online services for payment. Or maybe you prefer to offer a credit card charge or bank deposit. Decide which method is the best option for your business and add it to the order form.
By using MightyForms you can now set a payment method directly on the order form. All you have to do is to select from the payment options available on the builder’s dashboard, being Stripe or Paypal. Within minutes you can have a payment method straight in your order form. Remember that you need a Stripe or Paypal account in order to integrate it with the form.
7. Set up a success message
Don’t leave your customer on hold. Set up an automatic message to be sent after the lead submits the form. Success messages are an excellent way to keep the lead informed about if their request was sent properly.
Setting up a success message is also a way to thank the leads for their trust in your business. They have purchased from you, the least you can do is show some gratitude.
You can, also, give more information about the next steps, so the client knows what to expect.
8. Share the order form
The last step is logical. You want more customers and for this, you have built a great order form. Now all that's left to do is to share it.
Add or embed the order form to your company website, or use integrations MightyForms offer to add your form into e-commerce platforms like Shopify and BigCommerce. Those integrations can make your job easier and streamline the process by automating your form.
How an Order Form can generate more leads
To generate more leads you must offer outstanding content and products, have great reviews (that’s why you collect feedback), and employ lead generation forms. It can be a simple “subscribe for special offers” kind of form, the contact form or even your order form.
- Add your order forms to high-trafficking pages, like your product page.
- Make a great and strong CTA that convinces the visitor to buy your product.
- Ask for their email address. Don’t forget to add an opt-in so they can check in case they agree to receive information about your business in their email.
Fields an Order Form must have
To build a great order form there are several elements you must add. Make sure you cover all the aspects that an order form is. Add the right fields and ask for precise information. Some of the elements that an order form must have are:
- Type of Product or Service
Describe what you offer on the order form. Make it clear to the lead what your product or service is, with details. Don’t let the client have any doubts. The form must be clear and easy to understand. Also, add some photos of it, to help the consumer.
How much of each product do clients want? Ask your client the amount of each product they are buying from you. It is the basic information you need so you can sell properly. You can use a Stripe calculator for this.
- Client’s Contact Information
You must know your client. Ask for information that is essential to offer them a good customer experience. Such as Full name, Email address, Phone number, and Delivery address.
- Company information
Remember to add any important information about your company. The information you must add is Company name, Phone number, Address, and Logo.
- Payment Information
One more step we’ve mentioned already is that the form must contain any payment method . How can the client pay for the service or product? Inform it on the order form. Preferable, allow the client the option to pay on the order form. That makes it easier both for the client and for you.
- Agreement with terms and policy
Your prospect and client must know your terms and policy. Be sure that they understand it and add a checkbox for them to confirm that they agree with it.
FAQ: Frequently Asked Questions about Customer Order Form
Do you still have some questions and doubts about using an order form? Have no fear, we are here to help you decide and understand how order forms can be a solution for your e-commerce. Check out some of the most asked questions:
#1. How can I collect payment with my order form?
You can make it the hard way, using a third-party method where you’ll redirect the client to complete the payment, or you can simplify it by using one of the MightyForms payment solutions adding Stripe or Paypal integration to your form.
When you use one of these integrations you can automatically collect payments straight with your form. No matter if it is a recurring or one-time payment, you can have your payment form set up perfectly for you.
#2. How secure are MightyForms order forms?
MightyForms is extremely concerned with security and for that take all precautions to guarantee the best security status for all users.
Encrypted from end-to-end, MightyForms also is GDPR compliant plus has the PCI-DSS certificate. No spam is allowed, and user privacy is under total protection.
#3. Can I use MightyForms to build my order forms for free?
Yes! On the free plan, you can create 2 forms with unlimited fields, and get 100 submissions per month. And you can use payment through both Paypal and Stripe (pay attention to each platform’s fees and also understand that MightyForms collects a small fee per successful transaction).
You also can:
- Use logic rules, to make a real-time quotation for example
- Send automatic notifications to your team and thank you messages to your customer
- Send a PDF copy as a receipt
- Track your form field by field
- Use integrations (including Zapier) for automation
Order Forms Best Practices
Building a form can be simple, quick, and easy, but if you don’t follow some of the good practices, it is like going to a party and not following the dress code. Which means- totally dull. And since you don’t want to make small mistakes, that can end up making you lose leads and customers, you can follow these 5 order forms best practices:
Organize your form to create a flow
From the beginning to the end, your form must follow a logical organization. It can be made on a single page or multi-step, the rule remains the same - make sure fields are displayed within the same format.
For example, don’t ask for the client’s delivery address before showing your products. In fact, your products must be the first thing shown on your order form along with any other order details (color, size, amount, etc.). Let the prospect interact with your offers before asking for their name and payment details. Otherwise, you’re just scaring them off.
Sketch your form before starting building it and look for inspiration online, from other pages, or even from form templates.
Ask for only relevant customer details
In an order form, you’ll need several client’s details, such as:
- Delivery Address
- Payment Method
- Email Address
But asking for too much more details, well, it will make them lose interest in your product.
Keep the focus on the products/service details, like amount, color, size, etc. This can help you increase form completion and guarantee a successful sale.
Add images and product pictures
Show off your product. I mean, would you buy a new t-shirt without seeing what it looks like? I doubt the answer is “yeap!”. That’s because, as a client yourself, you wish to see and have an idea of what you’re purchasing.
Add pictures of the real product so customers can decide better on what they want to order. Create interaction and a better experience for the user using images and pictures to demonstrate your products and sell more.
Send a nice Thank You Message after a successful purchase
Put yourself in the client’s place. You wish to acquire a new product or better saying, you need that. So, you go online searching for it. And you found exactly what you want. You buy it and then, nothing. A little frustrating, am I right? After all, you dedicate your time pursuing that product and you have deposited your trust in that e-commerce and they don’t even send a “thank you for buying with us”!
Well, what are the chances of you recommending that e-store to anyone? Or even to make a new purchase?
If you are not sure about the answer, neither are your own clients. But a nice “THANK YOU FOR BEING AWESOME!” plus a nice custom message (using form submitted data inserted into it) can make people relax about their purchase and appreciate your product even more. That’s the customer service you must offer.
Ask for a review
How was the navigation on your site? How was the payment process? What are the chances of your client talking about your store to all their followers? These are just a few topics you can ask about in your confirmation message to have quick feedback.
Embed an NPS survey or a feedback question into your email message and gather instant responses from your customers. Also, ask for them to leave a review on your page, which will help new clients to make up their minds when deciding if they will buy from you, not to mention that you’ll rank better on online searches.
Order Form Templates
Order Forms can be used by the most varied industries. And MightyForms has templates for all kinds of needs you may face in your business.
Here are 5 templates for you to use or get inspired by.
From all-year round sales to holiday season. You can count on MightyForms to give you the perfect fitting template. Order forms for your Christmas sales where you add your products and Stripe Calculator to quote the customer in real-time.
Do you have a subscription business? MightyForms has the template for you. Ask for all the details about the delivery and subscription details. And don’t forget to add the Stripe field and set it up as a recurring payment method.
All types of products and services can have the perfect order form built and customized for it. As a photographer, it can make your job easier to set orders from your portfolio website. Build a beautiful form, and integrate it to Google Calendar to book your clients. The perfect all-in-one order form.
Your event business can also be benefited from order forms. You can set up payments and also book appointments and meetings from your Google Calendar (no overbooking) and, if you need an online meeting, you can even send the Zoom meeting link in the confirmation message.
Are you a real estate agent? Then you can use an order form on your website and organize and schedule visits with your clients. Let them describe their dream house so you can select the perfect match for each prospect. Add the Google Calendar integration for booking visits to each house listed.
Grow your business using order forms
As you must have realized, order forms are essential for e-commerce. By using a well-made and interactive form, you can generate leads, boost your sales, and grow your business. Therefore, start right now to build forms that are game-changers.