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send a wordpress order form email receipt

How to Automatically Send a WordPress Order Form Email Receipt

by Lindsay Liedke on Oct 30, 2018

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

The first thing you need to do is install and activate the WPForms plugin. If you need more details, check out this step by step guide on how to install a WordPress plugin.

Next, go to WPForms » Add New to create a new order form.

add new wordpress form

On the setup screen, name your form and select the Billing/Order Form template.

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.

customize form fields

You can also add additional fields to your form by dragging them from the left hand panel to the right hand panel.

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 cancellation survey 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.

WPForms integrates with both PayPal and Stripe, both of which are secure and popular ways to accept payments.

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.

paypal 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.

configure paypal settings

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.

General Settings
To start, go to Settings » General.

WPForms General Settings

Here you can change things like your form’s name, description, and submit button copy.

You can also enable additional spam prevention features to keep your website secure from unwanted form submissions.

Form Confirmations
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 Confirmation Settings

WPForms has three confirmation types:

  1. 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.
  2. Show Page. Redirect users to another page on your website, such as a thank you page.
  3. 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.

Click Save.

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.

WPForms Notifications Settings

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.

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.

customer notification

Next, click on the Show Smart Tags link under the section labeled Send to Email Address.

Form Notification Smart Tags

Then, choose Email from the dropdown menu.

Form Notification Smart Tags, Email

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 {all_fields}.

notification message

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.

add order 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.

And don’t forget, if you like this article, then please follow us on Facebook and Twitter.

Comments

  1. Thanks for reading this article – I hope you found it helpful.

    I wanted to let you know about our new WordPress survey plugin that allows you to build interactive polls and surveys within minutes. You also get best-in-class reporting, so you can make data-driven decisions.

    You can get it 100% free when you purchase WPForms Pro plan.

    Get Started with WPForms Today and see why over 1 million websites choose WPForms as their preferred online form builder.

    Syed Balkhi
    CEO of WPForms

    1. Hi Denis — if you follow the steps in the tutorial above, this will show you everything you need to send a receipt to the customer’s email address. Be sure to especially look to Step #3 for details on how to set up notification email settings.

      I hope this helps! 🙂

  2. Hello,

    thank you for a great post, but I still need a help with custom order forms in WordPress. My customer wants to move from Etsy to WordPress e-shop, where a visitor/potential client would have opportunity to make a custom order and the payment would be made after they will deal all the details for a custom order, i.e. in e-shop they would sell wooden products for interior and let say, the visitor wants something additional: that it would be longer, that it would be smaller & etc. So we think that it would be clever, to make redirect from product page to custom order form, where visitor could text what they want. However, it’s normal that custom order, has different price and we don’t know, how to set that visitor could add it in the card and make a payment. Maybe you have any suggestions or any good advices on this issue? I would be so grateful for any help on this case.

    1. Hi Monika,

      I apologize as I’m not sure if I’m correctly understanding what you have in mind, but our team would be happy to help! When you get a chance, could you please get in touch with some extra details about what you’d like to do?

      Thanks! 🙂

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