form to integrate into my website for customers to order my products

  • sarahashleighbookings
    Asked on November 4, 2021 at 4:42 PM

    Hello

    I am looking for a form to integrate into my website for customers to order my products. I want to be able to:

    • See form entries automatically uploaded to a spreadsheet ideally on google sheets
    • Use Stripe or Paypal (or both) at checkout
    • For my forms not to submit until payment has been made
    • To be able to fulfill orders for posting items ordered from the form where the customer will get automated tracking info through (I currently have to manually visit a courier website and copy over customer addresses and still they don't get notifications of their order /tracking)

    Are you able to help?


    Many thanks

    Sarah

  • Sonnyfer JotForm Support
    Replied on November 4, 2021 at 9:16 PM

    Hello Sarah- - Thanks for reaching out.

    Sure. You can embed your forms on your website: Embedding-a-form-to-a-web-page/

    See form entries automatically uploaded to a spreadsheet ideally on google sheets

    You can integrate your forms into it: How-to-integrate-forms-with-google-sheets/

    Use Stripe or Paypal (or both) at checkout

    While these payment integrations are available, you can't have both on the same form.

    Guides: How-to-integrate-stripe-with-your-form/ | Paypal-forms/

    For my forms not to submit until payment has been made

    You can set your Product List as required so that your users cannot submit your form without payments.

    1636074718 618484de91590  Screenshot 10

    To be able to fulfill orders for posting items ordered from the form where the customer will get automated tracking info through (I currently have to manually visit a courier website and copy over customer addresses and still they don't get notifications of their order /tracking)

    While you can generate OrderI Ds using Unique ID widget, I'm afraid you would need to manually provide your customers with their tracking number from your courier.

  • sarahashleighbookings
    Replied on November 5, 2021 at 3:32 PM

    Thank you. Would I be able to mark it as dispatched/complete where the customer would be notified?


  • Kat JotForm Support
    Replied on November 5, 2021 at 4:30 PM

    Hi there,

    You might be able to manually send an email to the recipient via JotForm Tables that will then update the respondent and the submission. There may also be another option.

    Please allow me a little time to investigate to see if these solutions I have proposed above will actually work, and I will update you via this thread as soon as possible.

    Thank you in advance for your patience and understanding!

  • Kat JotForm Support
    Replied on November 5, 2021 at 7:41 PM

    Hi again,

    Thank you for your patience as I looked into this for you and put together a potential solution.

    Please note that Jotform does not currently have built-in CRM functions, so this would be done manually. I have utilized one of my demo forms for this purpose.

    So, when your customer submits an order, the submission will go through to your Jotform Tables view. Within this submission, you will have the UniqueID (in my demo form, I've named the field OrderID) created upon submission:

    1636155113 6185bee9c0e96  Screenshot 10

    In your Jotform Tables, you can manually add another column: in this case, I've added two new Text columns to manually track the dispatched and completion status of the submissions, respectively:

    1636155408 6185c010a504d addnewcolumbs Screenshot 21

    You could also use the Checkbox columns as well. Now, when you've updated this, you can View the submission and click to Reply to the submission to send an email to the respondent. This email will automatically populate with the submission data, but you can delete this information and add in your own message if you'd like:

    1636155612 6185c0dc29269 sendemailstosub Screenshot 32

    Would this be a viable option for you?

  • sarahashleighbookings
    Replied on November 7, 2021 at 12:44 PM

    Thanks so much. I'll have to mull it over :)