Overview
Shop forms allow organisations to sell, uniforms and merchandise, collect donations or offer other physical and non-physical goods directly to members and the public. You can create products to process payments, add variations like size and colour, and manage the entire purchase process.
This guide will walk you through creating a shop form, adding a product, and publishing it.
Step-by-Step
Step 1: Navigate to the Shop screen
In the left-hand menu, click SHOP
Step 2: Create a new form
On the Shop screen, click the CREATE NEW FORM button
A pop-up box will appear. Enter an Internal Form Name (for admin use) and a Title of Form (what participants will see), then click CREATE FORM
Step 3: Apply your basic settings
On the SETTINGS tab of the shop form, you can review the form names or enable Guest Registration, which allows registrants to go through the form without creating an account
Step 4: Add your shop products
Navigate to the SHOP PRODUCTS tab to add your products to the form. If you have any existing existing shop products in your database, you can use the Add Existing Shop Product button to add them directly onto the form, otherwise you can create a shop product from scratch using the Create New Shop Product button - you can learn more about creating Shop Products here.
Once you have products on the form, you can also use the Create Product Group button to cluster different products by category. You can learn more about creating Product Groups here.
Step 5: Add questions to the form
The QUESTIONS & LAYOUT tab allows you to add any additional questions or Ts & Cs to the shop form to collect from the purchaser
Step 6: Configure any custom messages
The MESSAGES & NOTIFICATIONS tab allows you to add custom messaging to the form, including:
- Purchase Success Message: Add a message that will be sent by email to the purchaser once the shop form is completed
- Form Welcome Message: Add an on-screen message for registrants on the first page of the form
- Form Confirmation Message: Add an on-screen message for registrants on the last page of the form, after payment has been made
Step 7: Publish the form
On the TEST & PUBLISH tab, you can set the Form Status to Active to make the form live. You can also enter an Activation Date and an optional Expiry Date to trigger the form to activate and deactivate automatically on a certain date and time
Step 8: View your live form
Once saved, a Form Link will be generated. You can copy this link to share it, or click the VIEW FORM button to see the live version of your shop.
