How to Set Up Custom Product Forms in Squarespace
TL;DR:
- Create custom forms for physical, downloadable, or service products to collect unique customer information
- Forms are generated within the product editor under the Checkout section
- Simple styling options available, with customization restricted to the 'Add to Cart' button
- Forms do not appear during in-person sales but are integrated with online order systems
- Reuse existing forms for different products to save time
Creating a Custom Product Form
To begin creating a custom product form in Squarespace, start by accessing your Pages panel:
- Navigate to a store page and open the product editor
- Select 'Custom Forms' under the Checkout options
- Click 'Create New Form', name it, and begin adding necessary form fields from a range of options provided. Note that some fields, like file uploads, are not supported
Editing and Styling Your Form
To amend an existing form:
- In the product editor, select 'Custom forms'
- Choose to edit an existing form and modify the fields as required
- Save your changes to update
Styling is limited to your site's colour theme, specifically the Add to Cart button:
- Access the 'Site styles' panel
- Adjust the button's background and text colour under your current theme settings
Form Display and Usage
Custom product forms are displayed as an overlay when the Add to Cart button is clicked. The product cannot be added to the cart unless all required fields are filled. Preview the form by running a test order.
Selling Customizable and Non-Customizable Products
Offering products with optional customizations requires some setup:
- List the same product multiple times with different names based on customization options
- Implement variants and optional forms to cater to different customer choices
For dedicated custom services, consider adding related service products as add-ons that also use custom forms.
Managing Form Submissions
Submissions from custom product forms are accessible within the order notification emails, orders panel summary, and can be exported with unique field names. This integration ensures you can efficiently review and manage customer preferences and details.
FAQs
Can I create unique custom product forms for different products?
Currently, you cannot create distinct forms per product, but you can reuse the same form across different products.
Are these forms visible in physical stores?
No, the forms are designed solely for online use and will not show up in in-person sales environments.
How do I export the data from these forms?
Data can be exported by selecting a specific product during the export process, ensuring all form fields have unique names to avoid duplication issues.
Jargon Buster
Custom Product Form: A digital form used in online stores to gather specific details from customers about a product.
Overlay: A web design element that covers part or all of a screen to focus attention on a single item, such as a form.
Order Export: The action of downloading order information into a file, often used for record-keeping or analysis.
Wrap-up
Setting up custom product forms on your Squarespace site is a straightforward way to tailor your offerings to meet customer needs efficiently. By following these outlined steps, you can ensure that your products are as versatile and customer-friendly as possible. Whether adding detailed customization options or ensuring seamless order processing, these forms enhance your eCommerce capabilities, making your products uniquely appealing to shoppers.
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