Create a Product Form

October 01, 2024October 01, 2024

The system allows you to create a variety of form fields for a product that will let your customer give you preferences or information about the product. For example, if you sell a bag with embroidered initials, you could create a form to allow the customer to enter the initials they want. You can add single line input, paragraph input, check-box, and drop-list fields to your product, and the system will email you the information entered into the forms.

Here is a short video showing you how you can create product forms in the Product Page 3.0:

Watch on Vimeo

 

Steps for Creating Product Form Fields

  1. Go to Inventory > Products and search for the product you want, then click on it.
  2. Click the Website Settings tab and look at the Product Form area.
  3. Click on the Input Type drop-list and choose which of the four form types you want.
  4. Enter the Label (title / description for your form) you want for the field, here are some examples:
    • Single Line Input - Initials for monogramming, name / title for engraving, etc.
    • Paragraph Input - Description text for shipping instructions, promotional text, etc.
    • Check Box - Answer yes to a yes/no question if they check the box, e.g. Add me to your mailing list.
    • Dropdown Box - Make a list of options the customer can choose from, e.g. packaging preference: enter Labels for each option, for this example, Recyclable or Standard.
  5. If it is a form field that can be Required, there will be a checkbox to allow you to make it Required or not. The Check Box field type cannot be made Required since that wouldn't offer the customer a choice. 6. At the bottom of the page click Save Product.