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 built 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.
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.
And if you want to display pictures instead of text, that’s easy too. Check out this article on how to create a business card order form to see an example.
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.
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 methods.
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 a few settings to configure once you’ve customized your form to look the way you want it to. Let’s start with general settings
To start, go to Settings » General.
Here you can configure the following:
- Form Name – Change the name of your form here if you’d like.
- Form Description – Give your form a description.
- Submit Button Text – Customize the copy on the submit button.
- Spam Prevention – Stop contact form spam with the anti-spam feature, hCaptcha, or Google reCAPTCHA. The anti-spam checkbox is automatically enabled on all new forms.
- AJAX Forms – Enable AJAX settings with no page reload.
- GDPR Enhancements – You can disable the storing of entry information and user details, such as IP addresses and user agents, in an effort to comply with GDPR requirements. Check out our step-by-step instructions on how to add a GDPR agreement field to your simple contact form.
Next, click Save.
Now, you’ll want to adjust your form confirmation settings.
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
Lastly, if you want to keep branding across your emails consistent, you can check out this guide on adding a custom header to your email template.
This will give your form a professional touch and make people filling it out feel more at ease.
Great, your form notification is set!
Step 5: Add Your Order Form to Your Website
After you’ve created an order form and customized the order form email receipt, you just need to add it to your WordPress website.
Start by clicking on the Embed button at the top of the form builder.
And when the Embed in a Page notification pops up, click on Create New Page.
Next, WPForms will ask you to name your page. Type the title for the page into the box and click Let’s Go!
Now WPForms will open up a new page for your order form. Next, go ahead and click Publish or Update at the top to publish it.
You did it! Here’s how your finished form will look on the page.
Final Thoughts on WordPress Email Receipts
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, you can also check out our list of the best VOIP providers for small business to accept calls from customers about receipts and invoices.
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.