How to create a Purchase Form?

What is a Purchase Form? #

A Purchase Form is used to sell products through your website. It includes product selections and payment (card) information, and can be embedded into any webpage.

Step 1: Add New Products #

Load the Product Builder #

• Click Payments from the left-hand menu.
  
• At the top of the page, click on Products.
  

Create a Product #

• Click the Add Product button to create a new product.
  

Step 2: Create a New Form #

Load the Form Builder #

• Click Contacts from the left-hand menu.
  
• At the top of the page, click on Forms.
  

Open the Form Editor #

• Click Create Form to start a new form.
  
• Under the Advanced panel, drag in the Purchase component to allow product selection and payment input.
  

Step 3: Add Products to the Form #

Select Products #

• On the right sidebar, under the Products tab, click the dropdown to see and select your existing products.
  

Step 4: Configure the Purchase Form #

Adjust Form Settings #

• Under the Config tab, you’ll find settings to control how your form behaves—such as pricing, quantity limits, and layout preferences.