Several of our readers have been asking how to create an online order form, so customers can easily place their orders on the website.
If youβre running a business like a restaurant or a physical store, you might not want to create a whole online shop. However, you may want to offer an easy way for customers to order food or other goods for you to deliver.
In this post, weβre going to show you how to create an online order form in WordPress. This will allow you to easily collect customer orders without adding a full-fledged eCommerce software to your website.
If youβd prefer written instructions, just keep reading.
Creating an Online Order Form in WordPress
Perhaps you decided to start a website for your business recently, and youβre feeling a bit overwhelmed.
Many businesses start an online store to not only collect orders but also accept payments and manage inventory. However, not all businesses need a complete eCommerce website.
If you only want customers to be able to fill an online order form, then you can create that much easily without a shopping cart solution.
A simple online order form gives you the option to either accept payments online, upon order pickup, or on delivery.
In this tutorial, we will be using WPForms to create an online order form because it allows you to do that easily with their drag & drop interface.
WPForms is the best WordPress form builder plugin on the market. Over 3 million websites use WPForms to easily create any kind of online form and add it to their website (no coding skills required).
First, youβll need to install and activate the WPForms plugin. Need help installing the plugin? See our guide on how to install a WordPress plugin for detailed instructions.
Plugins are like apps for your WordPress website. If you are new to WordPress, then take a look at our article on what are WordPress plugins and what you can do with them.
Once you have activated the WPForms plugin, youβll see a new WPForms tab in the admin sidebar of your WordPress dashboard.
You need to visit WPForms Β» Settings page to enter your license key. You can find this information under your account on the WPForms website.
Now you are ready to create your online order form.
Simply head over to WPForms Β» Add New page to create your first form.
Now, youβll see the form creation screen. Type in a name for your form and choose a template. We recommend the βBilling / Order Formβ template.
Simply move your cursor over the template description and click the βCreate a Billing / Order Formβ button.
Your form will automatically be created for you, and youβll be taken straight into the WPForms form editor.
You can now edit your online order form however you want. The different parts of the form are called βfieldsβ. You can change, add, or remove fields on your form with a single click.
The default template already includes fields for most of the information youβre likely to need, such as name, address, and phone number. However, youβll need to list your actual products.
Click on the βAvailable Itemsβ field to edit it.
Type in the name and price of each of the items that customers can order from you. The price wonβt automatically display on the form, so you may want to add this into the item name.
To add more options, simply click the (+) icon wherever you want to add the extra items.
Note: You can add as many items as you want. However, customers will only be able to select one option from this field.
If you have several categories of options, then you may want to copy the field to create groups.
You can copy the βAvailable Itemsβ field by clicking the βCopyβ icon that appears when you run your cursor over it, or when itβs selected.
Make sure you change the βLabelβ of the fields to something appropriate to each group, too.
If you want customers to be able to select two or more options within a single field, youβll need to use a different type of field.
Click on the βAdd Fieldsβ tab then scroll down to βPayment Fieldsβ where youβll find a βCheckbox Itemsβ field. Drag and drop this into position on your form.
You can now edit that field as before, entering names and prices for your items. Customers can check as many items as they want to order.
If you want to show images of your products, thatβs really easy too. Simply click the βUse image choicesβ box:
For each item, click the βUpload Imageβ button to add images either from your computer or from your WordPress Media Library.
Your images wonβt be resized or compressed by WPForms, so itβs important to upload them at the right size. They should all be the same size and no more than 250Γ250 pixels.
Ideally, you should also optimize your images for the web.
Finally, you may want to edit the βComment or Messageβ field at the bottom of the form, so that itβs not required. Not all users will want to add a message.
Simply click on the field and then uncheck the βRequiredβ box on the right to make this field optional.
You can follow this process for any field that you want to be optional. You can tell which fields are required because theyβll have a red asterisk next to the fieldβs label.
Once youβre happy with the design of your form, you can move on to configuring its settings. Itβs a good idea to save the form first by clicking the βSaveβ button at the top of the screen:
Configuring the Notifications Your Order Form Will Send Out
First, click the βSettingsβ tab on the left-hand side of your screen. This will open up your formβs settings.
Next, click the βNotificationsβ tab to change your formβs email notifications. By default, completed order forms will be emailed to the admin address for your WordPress site.
You may want to change this or have the order forms copied to more than one address. You can simply type the email address or addresses in the βSend To Email Addressβ box. If youβre entering more than one email address, separate them with a comma.
You might also want to change the subject line, so that itβs not the same for every order. This could make it easier to keep track of orders in a crowded email inbox.
Here, weβve changed the subject line of the emails to read βCustomer order fromβ and then the customerβs name. We used βShow Smart Tagsβ to insert the name field in the subject line.
You can change any other details you want too.
We also strongly recommend setting up an email notification for your customers. This gives them a reminder of what theyβve ordered and lets them know that youβve received their order.
To set up a new email notification, click the βAdd New Notificationβ button.
Youβll be prompted to type in a name for the new notification. You can call it whatever you want, as customers wonβt see this name. We suggest something like βCustomer Receiptβ or βCustomer Email Confirmationβ.
Youβll want the βSend To Email Addressβ to be your customerβs email account. Delete {admin_email}
from this box. Click the βShow Smart Tagsβ and select the βEmailβ field.
Youβll also want to enter other details for the email. We suggest using a subject line such as βYour order withβ and the name of your company.
In the βMessageβ field, youβll probably want to add a message to your customer. The {all_fields}
tag will give all the information the customer entered on the form.
What if you only want to include some of the customerβs information in the email? Or what if you want to put their order details first and include their delivery details at the end of the email? You can simply use Smart Tags to add any form fields into your form.
Once youβve finished setting up the notifications, click the βSaveβ button at the top of the screen.
Tip: To get back to the first notification you were editing, just scroll down the screen.
Setting the Confirmation Message for Your Customers
Along with sending your customers an email receipt, youβll want to show them an on-screen confirmation, so they know that their order has been sent.
You can do this under Settings Β» Confirmation tab.
The default confirmation reads βThanks for contacting us! We will be in touch with you shortly.β
You can change this to anything you want, and you can use the visual editor here to format your text too.
Alternatively, you can redirect customers to a βThank youβ page on your website, or even to another website altogether.
Once youβve set up the confirmation message, click βSaveβ at the top of the screen.
Integrating Payment with Your Order Form (Optional)
If you want to take payment through your order form, then youβll need to integrate it with a payment processor.
WPForms integrates very easily with two popular payment processors, PayPal and Stripe. Customers can pay either through their PayPal account or by entering their credit card details.
Weβre going to use PayPal in this tutorial, but the process for Stripe is similar.
First, youβll need to exit the form builder. You can do this by clicking the βXβ at the top right. Youβll be prompted to save your form if you have unsaved changes.
Next, go to WPForms Β» Addons page in your WordPress dashboard. Scroll down to the βPayPal Standard Addonβ and click the βInstall Addonβ button beneath it.
The addon will then install and activate automatically.
Go back to your form, which you can find under WPForms Β» All Forms. Now, click on the βPaymentsβ tab.
Click on βPayPal Standardβ then fill in the details of the form. First, youβll need to check the βEnable PayPal Standard paymentsβ box and enter your businessβ PayPal email address.
Leave the βModeβ dropdown set to βProductionβ and leave βPayment Typeβ set to βProducts and Servicesβ.
If youβre collecting the delivery address through the order form, then you can change βShippingβ to βDonβt ask for an address.β
You donβt need to enter a βCancel URLβ, but you may want to create a page on your website for customers to be sent to if they donβt complete the checkout process.
Click the βSaveβ button once youβve finished.
Now, when the user submits the form, theyβll be automatically directed to PayPal to pay. You donβt need to add any extra fields to your form or do anything else.
Adding the Order Form to Your Website
The final step is to add your order form to your website.
Simply choose the page you want to add your form to, or create a new page under Pages Β» Add New.
Next, click on the (+) icon to add a new block (wherever you want your form) and find the βWPFormsβ block. Itβs located under the βWidgetsβ section of blocks, or you can simply type βWPFormsβ into the search bar to find it.
Youβll see a WPForms block. Click the βSelect a Formβ dropdown and choose your form
Youβll then see a preview of the form itself in the WordPress editor.
When youβre ready, save and publish (or update) your page. You can view it live on your site to see your form in action. Before sharing it with customers, we recommend testing out the form to ensure that it works as you expected.
Itβs also a good idea to check that you receive the email notification when the form is submitted. If not, check out our post on how to fix the WordPress not sending email issue.
Even if you do miss an email or accidentally delete it, WPForms saves form data in the WordPress database. You can find all your orders by going to WPForm Β» Entries in your WordPress dashboard.
Click on the name of your form, and youβll then see a list of entries. You can click βViewβ next to any of these to see the details.
Thatβs it! We hope this article helped you learn how to create an online order form in WordPress. You might also like our guide on the best business phone services, and the must have WordPress plugins for small businesses.
If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.