Do you need to automatically send a WordPress order form email receipt to your customers from your WordPress website? By doing this, not only do you save yourself time from having to send out separate email receipts, you strengthen the relationship you have building with your customers.
After all, anytime you automatically provide information to a user regarding a form submission helps establish your reputation as being reliable and trustworthy.
In this article, we will show you how to automatically send a WordPress order form email receipt.
Step 1: Create an Order Form in WordPress
Next, go to WPForms » Add New to create a new order form.
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On the setup screen, name your form and select the Billing/Order Form template.
WPForms will create a form for you.
Near the bottom of the order form, on the right hand side, click on the form field labeled Available Items.
When you do this, you’ll see on the left hand side section labeled Field Options. This is where you can rename the field, add or remove items for sale, and determine item prices.
You can also add additional fields to your form by dragging them from the left hand panel to the right hand panel. And, we’ve got a tutorial for you if you’d like to learn how to use the power of discounts and add a coupon code field to your forms.
Then, click on the field to make any changes. You can also click on a form field and drag it to rearrange the order on your form.
When your form looks the way you want it to, click Save.
Step 2: Configure Order Form Payment Settings
Once your order form is ready, you’ll need to configure it to work properly and accept payments from your customers.
To do this, you’ll start by configuring the payment gateway so that payments process through your website.
Want to accept payments on your website? Check out our post on Jetpack Simple Payment Button’s Pros and Cons.
In fact, WPForms now gives customers the ability to make recurring payments thanks to Stripe recurring. For help with this, check out our documentation on setting up Stripe recurring functionality on your WordPress forms.
In addition, you can configure your order form to give customers a choice when it comes to payment method.
For our example, we’ll configure PayPal to process orders.
To start, install and activate the WPForms PayPal addon. Go to WPForms » Addons and click on Install Addon.
Once activated, return to your order form to configure the PayPal settings. To do this, click on the Payments tab in the Form Editor and select PayPal.
Next, select the Enable PayPal Standard Payments checkbox, enter your PayPal email address, put the mode into Production, and configure any other settings as you see fit.
Save your changes.
Step 3: Configure Your Order Form Settings
There are many settings to configure once you’ve customized your form to look the way you want it to.
To start, go to Settings » General.
Here you can change things like your form’s name, description, and submit button copy.
Form confirmations are messages that display to site visitors once they submit an order form on your website. They let people know that their order has been processed and offer you the chance to let them know what the next steps are.
WPForms has three confirmation types:
- Message.A simple message that displays once someone submits a form on your website thanking them and letting them know what the next steps are.
- Show Page. Redirect users to another page on your website, such as a thank you page.
- Go to URL (Redirect). Send site visitors to a different website.
If you want to display different confirmations to site visitors based on the type of products or services they order, be sure to read up on how to create conditional form confirmations.
Step 4: Configure Your Order Form Notifications
Notifications are a great way to send an email whenever an order form is submitted on your website.
In fact, unless you disable this feature, whenever someone submits an order form on your site, you’ll get a notification about it.
Adding to that, form notifications are also a great way to send order form email receipts customers to customers after they submit an order and the form is processed.
To create a form notification that will be sent to your customers, go to Settings » Notifications. Next, select Add New Notification.
A modal will popup asking you to name your notification. Name it anything you want, since it’s for your reference only, and click OK.
Next, click on the Show Smart Tags link under the section labeled Send to Email Address.
Then, choose Email from the dropdown menu.
This will ensure that an email notification is sent to whatever email your customer put into your order form. Keep in mind that the number in the smart tag represents the field number on your order form.
In other words, in our example, the 8th form field on our order form is an email form field.
You can then customize the email subject, from name, from email, and reply-to fields using smart tags as well.
Next, in the Message section, customize the message your customer will see in the email order receipt. For instance, thank them, let them know that their order was processed, tell them you’ll be in touch shortly, etc.
Lastly, select individual smart tags from the dropdown to insert specific pieces of form submission information into the email receipt. For instance, you can add the items purchased and the total amount paid so your customer knows exactly what they bought and for how much.
Or, if you want to include all form fields in the message portion of your WordPress order from email receipt, click on the smart tag labeled
If you need to send out another notification, say to your manufacturer or supplier, just follow the same steps as above: add a new notification, change the send to email, customize the notification, and save your changes.
Step 5: Add Your Order Form to Your Website
After you’ve created an order from and customized the order from email receipt, you need to add it to your WordPress website.
WPForms allows you to add your forms to many locations on your website, including your blog posts, pages, and even sidebar widgets.
Let’s take a look at the most common post/page embed option.
To start, create a new post or page in WordPress and then click on the Add Form button.
Next, select your order form in the modal popup and click Add Form.
Then, publish your post or page so your order form will appear on your website.
And there you have it! You now know how to automatically send a WordPress order form email receipt using WPForms email notifications.
If you want to allow customers to submit orders through your order form without paying right away, be sure to check out our roundup of the best invoicing software for your WordPress forms so you can send out detailed invoices and collect payment when you’re ready.
And if you aren’t sure whether WPForms is the right solution for your order form needs, hop on over to the WPForms reviews section and see what others have to say so you can decide for yourself.
So, what are you waiting for? Get started with the most powerful WordPress forms plugin today.