- Why Use Product Forms?
- Getting Started
- Advanced Options
- Testing and Deployment
- Automating Workflows
- Limitations and Future Updates
- Conclusion
In today’s digital age, streamlining your e-commerce processes is key to maximizing sales and enhancing user experience. One exciting new feature you can leverage is the integration of products into your form builder. This allows you to create versatile, one-step order forms for your website or sales funnel. Here’s a comprehensive guide on how to utilize this feature to its fullest potential.
Why Use Product Forms?
Integrating products into your forms offers several benefits:
- Customizable Layouts: Tailor the appearance of your forms to match your brand’s aesthetic.
- Multiple Product Options: Add up to 20 products per form, making it ideal for diverse product lines.
- Inventory Tracking and Tax Display: Ensure your customers have real-time information on product availability and taxes.
Getting Started
To implement products into your forms, follow these steps:
- Accessing the Form Builder:
- Navigate to “Sites” on the left-hand side.
- Select “Forms” at the top and then choose “Builder.”
- Either create a new form or select an existing one.
- Adding Payment Elements:
- Click the plus icon on the top left to add form elements.
- Scroll down to the “Integration” section and drag the “Payments” element into your form.
- Configuring Payment Settings:
- Click on the payment element to open the settings menu on the right.
- Choose between “Test Mode” or “Live” to activate the payment settings.
- Selecting Products:
- Under the “Payment” tab, decide whether to sell pre-defined products or ask for a custom amount.
- To add a product, click “Add Product,” select from your product list, and choose to display the description and image as needed.
- Customizing Form Layout:
- Adjust the product display settings, such as description and image visibility.
- Choose the layout: single column, two columns, or three columns, depending on the number of products.
- Securing Payments:
- Customize the footer information to reassure customers about secure transactions.
- Optionally, hide the footer text for a cleaner look.
Advanced Options
You can further customize your forms to meet specific needs:
- Custom Amounts: Perfect for donation campaigns or flexible pricing models. Provide predefined amounts or let customers enter their own.
- Inventory Tracking: Automatically updates product availability based on your inventory settings.
- Dynamic Descriptions: Easily edit product details directly from the form settings.
Testing and Deployment
Before going live, always test your forms to ensure everything works smoothly:
- Preview the Form: Click “Save” and then “Preview” to see how the form looks and functions.
- Test Purchases: Use test credit card details to simulate a purchase and verify the user experience.
- Order Management: Check the “Payments” and “Orders” sections to view and manage orders.
Automating Workflows
Enhance your customer service and order processing by setting up automated workflows:
- Create a Workflow:
- Go to “Automation” on the left, then “Workflows” at the top.
- Start from scratch and select “Payment Received” as the trigger.
- Configure Triggers and Actions:
- Set filters to specify forms and products.
- Add actions such as sending confirmation emails or SMS, updating contact information, and more.
Limitations and Future Updates
While this feature is robust, it currently does not support recurring products, refund capturing, or integration with calendars. Additionally, multi-payment and undo/redo functions are still in development.
Conclusion
Integrating products into your form builder is a game-changer for your e-commerce strategy. It simplifies the purchasing process for your customers and provides you with powerful tools to manage sales efficiently. Start implementing these customizable product forms today and take your online business to new heights.
