Customer onboarding form template
Onboard and retain customers with a customer onboarding form
The fuss-free way to sell your stock online, without the need for an e-commerce shop
Who says you need an online shop to sell your stock? With this powerful retail order form, your customers can see what's for sale, place orders and make payments easily. And you can save money and manage orders with our smart integrations. Customize this template, embed it in your website and start selling.
Because it's a great alternative to setting up a full-blown e-commerce platform. You get complete control over what goes in the form, thanks to our flexible form builder. Just use our template as a starting point and make it your own with product pictures, prices, and branding.
When your form is complete, simply embed it into your website. If you're on one of our paid plans, you can take payments within the form using our Stripe integration.
There are three important things to consider when creating your form.
First is the order process itself. Customers should be able to see real pictures of the items and select the ones they want. Our Picture Choice question type recreates that online shopping experience and makes your order form more engaging.
Secondly, you need to collect their contact details, so you know where to send the confirmation email (and the items, of course).
Finally, you'll need to add our Stripe Payment question to the form. This is a secure way for customers to pay for their products. They won't be redirected out of the form, and you won't need to chase up payments later. It's a win-win.
No, not all of them. You’ll find the “Collect payments” feature using the Stripe integration on all our paid plans. So if you want to use it (which is more or less essential) you’ll need to upgrade your plan. You can of course sign up for free using this template and give it a spin before you decide.
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