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How to Create a Simple Order Form in WordPress

How to Create a Simple Order Form in WordPress (Step by Step)

by Courtney Robertson on Jul 14, 2016

Do you need to create a simple payment form on your WordPress site? You can start accepting online orders and payments today by creating an order form that allows users to complete all the necessary billing information. In this article, we will show you how to create a simple order form in WordPress.

If you don’t like the video, or need more instructions, then please continue reading.

Create a Simple Order Form in WordPress

First thing you need to do is install and activate the WPForms plugin. For more details, see this step by step guide on how to install a plugin in WordPress.

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

Add New Form

Then on the setup screen, you need to name your form and select the Billing/Order form template.

Order Form Template

WPForms will create a simple order form. You will want to modify what items are available to order.

Simply scroll down to the “Available Items” section in the preview screen at right and click on these options.

This will show you the “Field Options” in the left panel. You can rename the field, add or remove items, as well as the prices.

Order Form Available Items

You can also add additional fields by dragging them from the left column to the form preview window.

Be sure to save your changes when you’re done.

Order Form Settings

There are three different settings you need to configure for the order form to work properly. The first is notification.

Simply click on the Settings Tab in the builder and then click on Notification. From here, you can customize what email address receives notifications about new orders or change the email subject to be more specific.

You can also add multiple form notifications to send your customers an email receipt after purchase.

Order Form Notification Settings

On the Confirmation settings, you can customize the message that users will receive after submitting their orders. You can also redirect them to a thank you page.

Order Form Notification Settings

Lastly, you need to connect to your payment provider by clicking on the “Payments” tab on the left side.

WPForms integrates with both PayPal or Stripe for accepting payments. You can even use set up your form to allow users to choose a payment method.

In this example, we will set up PayPal to process orders. To do this, you first need to install and activate the PayPal addon.

Simply go to WPForms » Addons and click on the install button for PayPal Addon. Once activated, you need to return to your form to configure the PayPal settings.

Order Form Using PayPal

You need to enter your PayPal email address, make sure the mode is in Production and adjust other settings as needed.

After you are done configuring the order form settings, click Save to store your changes.

Now you’re ready to add this payment form on your site.

Adding an Order Form to Your Site

WPForms allows you to add your forms in various locations from your blog posts, pages, and your sidebar (widget-ready areas).

First let’s take a look at the most common post / page embed option. Start by creating a new post or page in WordPress and then click on the Add Form button there.  Publish your post / page.

Embed order form in WordPress

The other way you can add an order form to your site is in the sidebar widget area. Go to Appearance » Widgets and add a WPForms widget to to your sidebar. After that select the Billing / Order Form from the drop-down menu and save your changes to the widgets area.

Now you can view your published form live on your site. You can see that selecting the various options of items that can be ordered will reflect the changes to the price automatically.

Order Form Published

Building Customer Loyalty

You can combine your WordPress payment forms with email marketing services like MailChimp, AWeber and GetResponse.

This allows you to automatically add customers to your email marketing list if they opt in. You can even add them into various marketing automation sequences from there to improve your conversions.

That’s it. We hope this article has helped you learn how to create a simple order form in WordPress.

What are you waiting for? Get started with the most powerful WordPress forms plugin today.

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Comments

  1. Excellent. This step by step approach takes the confusion out of such an important issue. Anything that helps us get paid is always welcome information. Such knowledge puts us over the wall while others are contemplating the first step.Your assistance is greatly appreciated. Thank you.

  2. Form would be more helpful if you could check more than 1 entry on multi-choice module. Having a tough time building a form that allows for multi-items purchase.

      1. Hi Jared, do I get it right that there is no way to change the order form in a way that my customers can order more than one item?

      2. Hi Bettina,

        You can absolutely set up your order forms so that customers can order more than one item. A form can include as many items fields as you’d like, and each items field allows one item to be selected.

        So what many of our users will do is include a Dropdown Items field for each product. Then they will fill in the dropdown options with various quantities and associated prices. That way, it’s possible to include both many different items and multiple quantities of each item.

        I hope this helps! If you’d like more details about this, please feel free to get in touch 🙂

  3. Is it possible to us WPForms and integrate with an add to cart button on the site and have the WPForm recognize a cart in the checkout process?

  4. Is it possible to add a product to the cart using WPFORMS rather than checking out?

    user case: Allow a user to register several of their kids, enter child info, select the childs instrument/service. Perform this for each of their four kids, for example, the product/service selection is added to the cart when pressing submit.

    Once the user is done registering each child they would checkout, I would add a button “go to cart” with all items added to the cart using woocommerce to checkout.

  5. Hello,

    Is there a way to be able to have a set percent of a total cost be charged to the card per month? Like let’s say that there is a customer that has to make payments for a service — for example, service cost was $1000 and the customer wants to pay 10% of that every month ($100) until it’s paid off.

    Thank you!

    1. Hi Jeremy,

      Our forms don’t currently have the ability to do calculations outside of adding prices together, and additionally we don’t have a way to create payment plans in the way you’re describing. I’ll add these to our feature request list, though, so our team can consider these ideas in the future.

      Have a good one 🙂

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