Setting Up Your First Order Form

September 15, 2021

Do you want to sell single/multiple items, collect subscriptions, or get donations online via an online form? You’ve come to the right place to do that. You can even collect payments from your Facebook Page.

For this example, we’re going to use PayPal Personal to illustrate how to create an order form with payment integration. However, this guide applies to all of our payment tools. Follow the video or text-instructions below to set up your first order form.

Setting up Your Payment Account and Products

  1. On the Form Builder click the Add Form Element button, go to the Payments tab, then select PayPal Personal.
    PayPal Personal
  2. Enter your PayPal account email address, then select your Payment Type. In this example, we’ll choose Sell Products.
    PayPal Integration
  3. Expand the Additional Gateway Settings section and set the Show Total Price On the Form option to “Yes”. Scroll down to the bottom and hit the Continue button to save it.
    Additional Gateway Settings
  4. On the next screen, click the Create New Product button.
    Create New Product
  5. Add a Name for each product and a Price (with no currency symbol). Scroll down to the bottom and click the Save Product button to save it.
    Product Settings
  6. Rinse and repeat steps 4 and 5 to add additional products, or click the close (X) icon at the top right to finish the payment wizard.
    Payment Settings

Adding Options to Your Products

If you are selling a T-shirt, you can ask users to select a quantity, color, and size. In order to accomplish these in our example, we’re going to add quantity, color, and size options.

  1. On the Products tab, click the pencil icon on the product you just added.
    Edit Product
  2. Scroll down and click the Add button on the Add a Quantity Selector section.
    Add a Quantity Selector
  3. Select “Dropdown” or “Textbox” on the Show Quantity on the Form as option. Set your desired Label and Range, then click the Save Quantity button.
    Quantity Selector
  4. Click the Add button on the Add a Product Option section.
    Add a Product Option
  5. Select “Color” from the Populate Options from Presets section, customize the colors at your discretion then click the Save Option button.
    Populate Options from Presets - Color
  6. Click the Add button on the Add a Product Option section again and this time, select “T-Shirt Size” from the Populate Options from Presets section. As always, click the Save Option button to save your changes.
    Populate Options from Presets - T-Shirt Size
  7. All set? Save your product by clicking the Save Product button.
    Save Product

Want more of these? Check out our detailed guide here: How to Add Options to Payment Forms

This is how our final order form looks like:
Order Form
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