Build a custom order form for your website

Build a custom order form for your website
Nina De la Cruz
Nina De la Cruz 5 min read
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If you’re selling goods or services online, you probably want to focus more on fulfilling your orders rather than the process of collecting them. That’s why having a website order form is essential for a growing business. It helps automate the workflow and optimize your efforts.

A good online order form must be able to:

  • Help customers easily place their orders whether they’re using desktop or mobile devices.
  • Provide you with sufficient information about the order to fulfill it quickly and efficiently.

With Getsitecontrol you’ll be able to create a form that meets both requirements within minutes even if you’re a non-techie.

This easy-to-use form builder allows for adding custom fields to collect customers’ contact details, information about the order, and any other data that’s important for you to process the request.

You’ll be able to design the form to match your website style, adapt it for mobile screens, place the form on selected pages, and receive instant email notifications whenever a new order is received.

In this post, we’ll go over each of these steps and include a few examples you can use for your business.

Here is how to create an online order form in Getsitecontrol

First, you need to create an account and connect Getsitecontrol to your website. If your website is on WordPress, just install the official plugin and it will handle the integration. Other platform users will need to copy and paste a code snippet to their sites before the closing </body> tag. Detailed instruction for each website platform is available here.

The entire process shouldn’t take longer than a few minutes. When you’re done, make sure the app is up and running by going to the Getsitecontrol dashboard and checking the code installation.

Now, let’s get to the part where we create an actual online order form:

  1. In your Getsitecontrol dashboard, click +Create widget and choose Contact visitors.

  2. Select a webpage position. For this case, typically, panels are the number one choice. When clicked on, they open a full-size form like the one shown at the beginning of the post.

  3. Select a webpage position for the form (left-hand side or right-hand side) and choose a template. Then click Continue →.

  4. On the Content tab you can change the copy, customize the names of the fields, modify them, and add new ones.

How to create a custom online order form in Getsitecontrol

  1. When you finish with the adjustments, save the widget by clicking Save & close and activate it.

Your online order form is ready and will instantly go live on every page of your website. You’ll be receiving notifications about new orders to your email and when a response is required, you’ll be able to reply right from your inbox.

If you expect a larger volume of orders, you can also download them in bulk from Getsitecontrol dashboard conveniently formatted in a spreadsheet file.

How to make the most out of your website order form

As we mentioned at the beginning of the article, a good online order form should serve two purposes: make your customer experience smooth and optimize the order collection process for you. Below, we’re sharing tips on how to achieve both by tweaking the settings.

Place the form on selected pages

Using the Targeting tab, you can select on which pages to display (or not to display) the widget. This might be reasonable if your website has multiple pages and on some of them – such as About, Contact us, F.A.Q. or even Home – an online order form just wouldn’t make much sense.

Another reason you might want to use the Targeting feature is to create custom forms for different product or service categories displayed on separate pages. For instance, if you sell cakes and cupcakes, you probably don’t want to have the same order form for both.

Note that if you need to create several similarly designed forms, instead of building each one from scratch, you can use the Clone feature.

If you’re using Instagram to sell products too, you can add a direct link to your online order form in your Instagram bio. This way, customers will be able to place orders right there, without having to go to your website.

To use this feature, go to the Getsitecontrol dashboard, find the order form you want to link to, and hit the Get link button.

Copy the automatically generated link and paste it to your Instagram bio, WhatsApp status, Facebook page description — or any other platform you use to communicate with customers. Once clicked, the link will launch the form in a new window where the customers will be able to fill it out.

If you’re planning to use the Get link feature, we recommend creating fullscreen order forms to ensure better, distraction-free user experience. That means you’ll need to choose Fullscreen at the second step of the form creation process.

Make sure the form looks good on mobile

The number of purchases made on mobile has approached almost 50% of all ecommerce sales, so you want to be confident your online order form is easy to find and fill out on smaller screens. That’s why we always suggest using the mobile tab when adjusting the widget appearance and changing the size and spacing if needed.

Minimize the number of fields

Having as few fields as possible is a well-known rule for any form because nobody has the patience to fill endless questionnaires. However, for some businesses, it’s really hard to avoid additional fields – especially when we’re talking about custom orders.

Whenever possible, we encourage you to use dropdown menus and checkboxes with pre-filled information.

Your customers will appreciate it because of the speed and convenience. Meanwhile, you’ll avoid misconceptions and mistypings in your orders.

Consider displaying ETA after the form is submitted

It’s always nice to set clear expectations for your customers and remind them about what happens after they fill out the form. If there’s not enough space left on the form to add a description or a note, you can use an Autoresponder feature or create a submission success page.

Thank you for placing your order message

A submission success page is a brief message displayed on the widget after the form is submitted. You may want to include additional information about the processing time, provide your contacts, or even suggest further actions – like visiting your blog or following your social media page.

An autoresponder is another handy feature that allows you to send instant automated emails to everyone who fills out the form. You can set it up on the Notifications tab of the dashboard and use with or instead of the second screen.

Connect your online order form with the business software you use

Finally, you should know that Getsitecontrol integrates with Zapier, which in turn enables you to build connections with over 1000+ of cloud apps. Thus, you can create integrations with CRM tools of your choice, payment software, or helpdesk.

Integrations come in handy because they allow for quickly automating some of your tasks.

For instance, Invoiceberry, an online invoicing solution, connects to Getsitecontrol via Zapier and enables you to automatically create a new expense or a new client whenever you receive a new online order form submission.

Check out other integrations available for Getsitecontrol in Zapier library if you’re looking for automating the process even more.

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