How to Create a Professional Order Form with Formify

Creating an effective order form is crucial for any business selling products or services online. With Formify, you can create professional order forms in minutes. This guide will walk you through the process step by step.

Getting Started

  1. Log in to your Formify account
  2. Click "Create New Form"
  3. Select "Order Form" from the templates or start from scratch

Essential Elements for Your Order Form

1. Customer Information

  • Add a "Text Input" for customer's full name
  • Include an "Email" field for order confirmations
  • Add a "Phone" field for delivery coordination
  • Use "Text Long Input" for special instructions

2. Product Selection

  • Use "Dropdown" or "Radio" buttons for product options
  • Add "Number Input" for quantity selection
  • Include "Checkbox" options for add-ons or extras

3. Delivery Information

  • Add "Text Input" fields for shipping address
  • Use "Dropdown" for delivery method selection
  • Include "Date" picker for preferred delivery date

4. File Attachments (Pro Plan and above)

  • Enable "File Upload" for custom specifications
  • Allow customers to upload reference images
  • Set file size limits (up to 100MB on Pro plan)

Best Practices

  1. Form Organization

    • Group related fields together
    • Use clear section headers with "Header Display"
    • Add helpful instructions using "Text Display"

  2. Validation Settings

    • Set required fields
    • Add email format validation
    • Configure phone number formatting

  3. Custom Success Page (Starter Plan and above)

    • Create a thank you message
    • Include order confirmation details
    • Add next steps information

  4. Integration Options

    • Connect to Google Sheets for order tracking (Starter Plan)
    • Set up Notion integration for order management (Starter Plan)
    • Enable Slack notifications for new orders (Pro Plan)
    • Configure webhook connections for custom processing (Pro Plan)

Advanced Features (Pro Plan)

  1. Conditional Logic

    • Show/hide fields based on product selection
    • Adjust pricing based on quantity
    • Display relevant add-ons for specific products

  2. File Handling

    • Accept multiple file types
    • Set individual file size limits
    • Enable image preview

  3. Automated Responses

    • Send order confirmation emails
    • Configure notification rules
    • Customize email templates

Tips for Success

  1. Keep It Simple

    • Only ask for necessary information
    • Use clear, concise labels
    • Maintain logical flow

  2. Mobile Optimization

    • Test on different devices
    • Ensure readable text size
    • Configure touch-friendly input fields

  3. Professional Branding

    • Remove Formify branding (Starter Plan and above)
    • Use your company colors
    • Add your logo

  4. Order Management

    • Export orders to Excel or CSV
    • Track submissions in real-time
    • Set up automated workflows

Example Use Cases

  1. Product Orders

    • Physical products
    • Digital downloads
    • Custom merchandise

  2. Service Bookings

    • Consultation requests
    • Service packages
    • Custom quotes

  3. Food Orders

    • Restaurant takeout
    • Catering services
    • Custom meal plans

Security and Privacy

  • SSL encryption for all forms
  • GDPR-compliant data handling
  • Secure file storage
  • Regular security updates

Need Help?

Contact our support team at [email protected] for assistance with:

  • Template customization
  • Integration setup
  • Advanced features
  • Best practices consultation

Start creating your professional order form today with Formify's intuitive form builder!