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How to Create a WordPress Order Form? (Under 10 Minutes)

Editorial Team
February 13, 2024
How to Create a WordPress Order Form? (Under 10 Minutes)

A WordPress order form lets you collect payments effortlessly from your shoppers. 

You can use it to sell info products, digital downloads, and even physical products.

You may split the order form into two or three steps to make the purchase process look simple and more user-friendly. 

In this post, we will look at how to build an online order form in a few simple steps by importing a pre-built template for WordPress. 

These order form templates are complete with placeholders for testimonials, trust seals, and other conversion-boosting elements.

So without getting ahead of ourselves, let’s get started. 

What is a WordPress Order Form?

An order form is a dedicated single or multi-step process designed to collect payments from your buyers. 

You can direct traffic to your landing page and over to a dedicated order form or straight to an order form from an email or ad. 

It’s a distraction-free page that’s built to enhance users’ trust, and it minimizes the points of exit. 

Having a high-converting order form in place is like winning half the battle. The other half is won by directing targeted traffic. 

This is how a typical order form looks: 

WordPress order form template

These order forms are highly customizable. You can have basic information or product selection as your first step. 

The contact information can follow this, and in the last step, you could collect payment and shipping information.

Everything from design to content to colors, border, and margin - can be tweaked to suit your needs. 

WordPress order forms can be used for multiple purposes, including:

Sell eCommerce Products 

A WordPress order form lets you be useful when you only have specific items to sell.

Example: For a t-shirt business, you can sell 2-3 different varieties of t-shirts or sell them as a discounted bundle.

You can even sell digital products.

Event Registration

If you are conducting an event, a workshop, or classes, you can send an event registration WordPress form to your audience and allow them to register for the event.

Service Bookings

Service providers like Freelancers, Influencers, etc., have a few variants of their services. 

For example, a freelance content writer can create an online WordPress form on their portfolio site and sell their content plans.

Subscription Sign-ups

WordPress order forms can be used to allow users to sign up for newsletters, membership programs, or other types of subscriptions.

How to Create a WordPress Order Form in Under 10 Minutes?  

To create your WordPress order form, you need a form builder plugin like FunnelKit Funnel Builder.

With FunnelKit, you get a beautiful pre-built landing page with all the sales-boosting elements already placed optimally - including an order form - right at your fingertips.

FunnelKit integrates with your favorite drag-and-drop page builders such as Elementor, Divi, Oxygen, Gutenberg, and more.

Before we move to the main process, make sure you install and activate FunnelKit Funnel Builder (both free and pro).

Step 1: Create a sales funnel with WordPress order form

Navigate to Funnelkit ⇒ Funnels and click on the "Create New Funnel" button.

importing an order form template

You will see premium sales funnel templates to choose from. Choose your favorite page builder and hover over the template you like. If you want to import the template, click on Preview.

click on Stunner preview

Now, choose whether you want a  single-page checkout or a multi-page checkout. We are going with two steps.

After that, click on “Import This Funnel,” provide a name, and click on "Done" to import this sales funnel.

import stunner as wordpress order form

This will import a sales funnel with a two-step order form (checkout), one-click upsell, and a thank you template.

Step 2: Customize the WordPress Order Form

Now, let’s customize the order form with Elementor to make it look appealing. First click on the checkout step.

click on edit checkout

Now click on the "Edit Elementor Template" option to customize the content of the WordPress order form page.

edit WordPress order form with Elementor

Changing the Logo

75% of consumers say a logo is the most important brand identifier. Hence, you need a good logo on your WordPress order form to make your brand recognizable.

change logo wordpres order form

Just click on the logo icon and add a new logo.

Changing the page content

With Elementor’s drag-and-drop interface, you can change the text, add new icons, and play with the colors and size of the text - all with ease!

change content of order form stunner template

Editing Checkout Page Sections

If you want to customize certain sections of the checkout page, you can do that too!

Just click on the section you want to edit and make the customizations under the Edit Checkout Form section.

customize form of wordpress order form

You can customize each content of the checkout page. After making the changes, click on Update to save.

Step 3: Adding the 'Products’ field to your WordPress order form

Now we want to add the products field to the WordPress order form so users can see the products and choose from them.

For this, scroll down to the Checkout Form Fields section. After that drag and drop the Products field to your WordPress order form. We are placing it before the shipping methods.

add product field to checkout form

With FunnelKit’s advanced field editor, you can shuffle the sections and add/remove/manage the fields with the convenient drag-and-drop interface.

Breaking down your online order form into sections simplifies the filling process for the users.

Step 4: Add products to checkout

FunnelKit lets you display your selected products on the checkout page. You can either display a single product or multiple products.

The buyers can easily choose a single product or multiple products and place their order.

To add products, head to the Products section. Click on Add Product, search for the product you want to add, and hit Add.

Add products to checkout page wordpress order form

To add multiple products, click on Add New Products again, and repeat the steps. You can add as many products as you want.

You can offer discounts on the product as well.

FunnelKit also offers Product selection settings that you can use to allow your customers to choose any of the multiple products or only one product (a single product with multiple variants or prices).

Or, you can even force sell all the products. All the products will be automatically added to the cart when the customer lands on the checkout page.

add discount to order form products

Save the changes when you have set up your products.

This is how the multi-product WordPress order form will look on the checkout.

Preview WordPress order form

Your customers can even adjust the quantity of a product with FunnelKit’s mini cart quantity switcher.

Now that you have added the products to your WordPress order form let’s customize the form to make it look on-brand.

Note: Like the checkout page, you can customize the

Step 5: Enable express payment options (optional)

Offer express payment options such as Apple Pay, Google Pay, PayPal Express, etc. By introducing a swift and hassle-free payment alternative for your users, you can enhance their experience.

To enable express checkout on the checkout page, navigate to the Optimizations tab, and under Express Checkout Buttons, enable the option. You can also choose the position of the express buttons.

enable express checkout to order form

Note: Like the checkout template, you can customize one click upsell and thank you template as well.

Step 6: Share the WordPress order form link with your audience

Now that you have set up your WordPress online order form, it’s time to share it.

On the Design tab of the Checkout step, you can easily copy the link with a single click.

copy WordPress order form link

Your WordPress order form will open in a new tab, copy the URL, and share it in your Facebook groups or other social media profiles like Instagram, Twitter, Pinterest, and more.

You can even bring in paid traffic via Google Ads. Or, you can share the link with your audience directly in emails or SMSs.

The beauty of an order form is that the user will directly land on the checkout page, and they can complete their payment in minutes.

You also minimize the risk of users browsing through your store, getting lost, and abandoning the purchase.

5 Bonus Tips to Optimize WordPress Order Forms

You have set up your online order form without leaving your WordPress dashboard and are ready to see the orders and profits roll in - but wait!

We have 5 powerful bonus tips to boost conversions and profits from the order form.

Tip #1: Add Order Bumps and Upsells

Order bumps are complementary suggestions to your customers that the buyers can add to their carts with just a click!

Relevant order bumps can significantly boost your AOV.

This is how one-click order bumps look on your checkout page. The item is added to the buyer’s cart with just one click.

Adding an order bump

Along with an order bump, you can always add a pre-purchase or a post-purchase upsell offer. This way, you can pitch your premium products to a buyer who is highly interested in your products.

adding an upsell offer

You can even add post-purchase upsell offers, giving new buyers a special offer or a discount bundle.

This way, you can take advantage of the customer’s buying momentum and squeeze more sales and profits from the same sale.

You can implement order bumps and upsell offers to squeeze more profits from the same sale. However, if you want to go with only one, refer to our guide on upsells vs. order bumps.

Tip #2: Keep the Checkout Form Simple With Important Fields First

Refrain from overwhelming the buyer with too many fields to fill. Break down the form into multiple sections.

In the first section, display products.

In the second section, only capture email and phone number.

And in the third section, ask for shipping information and payment information.

FunnelKit’s advanced field editor can help capture emails early and retarget the users in case of cart abandonment. (More on cart abandonment below.)

The advanced field editor lets you shuffle the checkout fields on the WordPress order form and enable a quick checkout with minimum fields.

Tip #3: Follow-up Users Who Abandon the Order Form

Most WooCommerce marketers have an abandoned cart recovery email sequence in place to follow up with users who’ve left the store after adding items to the cart.

Similarly, for WordPress order forms, you must follow up with users with a form abandonment recovery email sequence.

Thus, we mentioned above that you need to capture their email early. So, even if a user abandons the form, you can follow up with an email.

Well-timed emails work wonders in recovering abandoned forms, but SMSs work amazingly well too.

According to studies, SMSs have an open rate of close to 90% and a click-through rate of nearly 19%.

If the first two emails or SMSs do not work, try sending a dynamic time-bound discount that catches the shopper’s attention and makes them complete the sale.

With FunnelKit Automations, you can automate your abandoned cart recovery emails and SMSs to recover the profits that you otherwise would have lost!

Tip #4: Add Express Payment Options and Facilitate Quicker Checkout

According to Baynard’s study on cart abandonment, 9% of shoppers abandoned their carts because their preferred payment methods were unavailable.

Plus, 4% abandoned their carts because their credit card was declined.

Thus it is crucial that you present express payment options such as PayPal, GPay, Amazon Pay, Apple Pay, and more.

Add Express Payment Options and Facilitate Quicker Checkout

You can even let your buyers pay in installments. This way, buyers can afford to pay if they buy in bulk.

Providing multiple payment options can boost your customer’s shopping experience and overall satisfaction. Thus encouraging your buyers to complete their purchases and prevent cart abandonments.

Tip #5: Create a Post-Purchase Email Sequence

WooCommerce does send order form notifications to the user, but with FunnelKit, you can customize your order form notifications and make them look sleek.

You can use the visual email builder to create beautiful notification emails - change colors, insert media, show product suggestions, and so much more!

Create a Post-Purchase Email Sequence

Your post-purchase email sequence can include transactional emails (order confirmation, shipping confirmation), promotional emails (cross-selling, product recommendations), and even retention emails (discount emails).

You can go a step further by incorporating purchase review emails, product education emails, and winback emails.

To know more about how to set up the post-purchase email sequence that clicks with the shoppers - refer to our complete guide on post-purchase email sequence.

Ready to Create Your Own WordPress Order Form?

Today, you learned how to create an online order form right inside your WordPress dashboard and start collecting orders without setting up a full-fledged eCommerce store.

Now, we turn it over to you:

Which bonus point will you use to boost your order form conversions?

We recommend having an abandoned cart recovery system and a post-purchase email sequence.

So, what are you waiting for?

With FunnelKit’s checkout funnels, you can set up your WordPress order form in under 10 minutes - try it yourself!

Author: Editorial Team
The Editorial Team at FunnelKit (formerly WooFunnels) is a passionate group of writers and copy editors. We create well-researched posts on topics such as WordPress automation, sales funnels, online course creation, and more. We aim to deliver content that is interesting and actionable.