Create a pre-order form that matches your branding

Create a pre-order form that matches your branding
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Giorgia MangoniSeptember 23, 2022 - 8 min read

Pre-orders are quite common in a number of business niches. The music industry, for one. Or the gaming industry. Custom clothing, baked goods, custom furniture, just to name a few.

Since you’ve landed on this article, your business probably entails pre-orders too. If you are looking for a fast and easy way to implement them (without necessarily having a website), you have come to the right place.

In this article, you’ll learn how to create a pre-order form like the one below without any programming knowledge.

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To do that, you can use the template above or choose another one of Getform’s templates from the gallery. Getform is a zero-code online form builder that allows you to build custom forms and share them via a link.

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Keep in mind that the form you’re about to build won’t allow you to process payments from your customers directly. You can use it to collect pre-order information as well as the information you might need for the invoice, but you’ll have to arrange payment processing separately via PayPal, Venmo, Zelle, or any other solution that works for you.

And now without further ado, let’s move on to creating your pre-order form!

How to create a pre-order form with Getform

For starters, choose your base from Getform’s template gallery. We recommend using the template above or one of the options in the order forms section of the gallery:

The order forms section of Getform’s template gallery

Open the template you’ve picked, click the Take this template button, and follow the prompts to create a free Getform account.

Step 1. Edit the copy of your template

You can now start editing the template. In the Design tab, you’ll be able to edit the content and appearance of your form.

Use the numbers in the top-right corner of the screen to navigate the existing pages, and the + icon to add more pages, if necessary.

The Design tab of the Getform dashboard

To change the text on the form, click any of the text elements in the preview and enter your copy in the text editor on the right.

Editing a text field in the form

You can edit the text of the fields and buttons in the same way.

If you want to add a field, go to the Fields section in the menu on the right, click + Add field and choose the necessary field type:

As you can see, we’ve added a consent checkbox to the form.

💡 It’s a good practice to ask respondents for consent to receive promotional material when you collect information like email addresses and phone numbers.

If you’d like to remove one of the fields from the template, click on it and hit the Remove field button in the top-right corner of the screen.

The Remove field button in the Getform dashboard

💡 If you add more pages to accommodate new fields in your pre-order form, make sure to have a button performing a Submit action on each page.

Button with Submit action on a page of the form

Don’t forget to check out and edit the text of the so-called ‘Thank you’ page — the last page of the form. On this page, you should thank your customers for placing an order with you and inform them of what will happen next.

The Thank you page of the template

When the content of your form is complete, move on to the next phase.

Step 2. Make it match your branding

It’s now time to make the style of your form match your branding.

Go to the Theme section to change the font, color theme, and style of your form.

The Theme section of the Design tab in the Getform dashboard

The platform offers several pre-made themes you can choose from:

The pre-made themes in the Theme section

Next, swap the default image of the template with one of your product(s) or with one that represents your niche. To do that, click the current picture and hit the Change image button. Pick an image from the built-in gallery or upload one from your device.

Adjust the placement of the image using the controls in the right-side menu if needed:

The image settings in the menu on the right

💡 If your form has an image on multiple pages, make sure to change it for all of them.

Lastly, when you are happy with the content and design of your form, don’t forget to check its mobile version to make sure it’s user-friendly:

The mobile version of the pre-order form

If you notice that the mobile form is looking too crowded, consider creating additional pages and placing some of the fields there, so that everything is readable and user-friendly on smaller screens as well.

Step 3. Prepare a follow-up message for your customers

Next, you need to make sure that your customers get a confirmation of their order and all the information they may need from you at this stage. You can set up a follow-up message in the Follow-up tab. Here’s an example for you:

Example of follow-up message for a pre-order form

Use the follow-up email settings to decide if you want your customers to receive it immediately after they submit the form, or later.

Follow-up settings

If you want to better organize and manage your incoming orders, you can do so by using the Integrations tab. For example, you can connect your form with Google Sheets, your CRM software, or your preferred invoicing program.

The Integrations tab of the Getform dashboard

Once you are done setting up your form, hit the Save & close button and follow the prompts to activate it.

Step 4. Share your pre-order form with your potential customers

You have now one last task: share the form you have prepared with your audience and be ready for the first pre-orders to come your way.

In the Forms section of the Getform dashboard, click the Get link button and copy the link.

The Get link button in the Forms section of the Getform dashboard

You can now share this link with your audience via the usual channels you use to advertise your products, whether that is a website, email newsletter, or social media page.

In case you don’t have a website and are in need of some tips, here are ideas for sharing your pre-order form on some of the most popular social media platforms 👇

Instagram

If you showcase your products on Instagram, you can:

  • Share the link to your form in your Instagram bio, and mention it under your posts and in your stories

  • Share the link directly in your stories

Facebook

If you have a store on Facebook, you have the following options:

  • Share the link to your pre-order form in the About section of your page

  • Share the link in the description of one (or more) of your posts, preferably a post about your product with a nice picture of it 😉

TikTok (business account)

If you have a following on TikTok, sharing your pre-order form there is a good idea.

TikTok only allows Business account owners to share links in the bio. If you have a regular account, don’t worry: turning your current account into a business one is only a matter of a few clicks. You can learn how to do that on TikTok’s support page, under the section “Switch to a business account”.

When that is done, you can share the link to your pre-order form in your TikTok bio.

Our tips for a successful pre-order campaign

We have some tips about pre-orders we’d like to share to help you increase your number of pre-orders. Check them out 👇

#1 Offer incentives to your customers

  • Give your potential customers an incentive to place an order with you. Examples of effective incentives include:
  • A discount on your product for those who pre-order it. This one applies if pre-ordering your products is not the only option for your customers
  • A limited-quantity discount would work best if your products are custom-made and therefore have to be pre-ordered. For example, you could offer a 15% discount to the first 50 pre-orders only
  • A free related product, or a gift of any kind. You can offer the freebie to all who pre-order your product or limit it to the first X number of pre-orders
  • Free shipping for all pre-orders or a limited number of them. Or, you could ship your products for free if the pre-order exceeds a certain value

#2 Use scarcity or urgency tactics

To give your undecided customers that extra nudge to purchase your products, you can incorporate scarcity and urgency tactics into your pre-order form.

Scarcity tactics consist of letting your customers know that the product is available in limited quantity. Even custom-made products can be limited in quantity, as you may decide to accept only a certain number of orders during a given period of time. We used this tactic in our template above, take a look again:

Example of scarcity tactic in the Getform template

This is actually an effective combination of both scarcity and urgency. The latter consists of telling your customers that the deal won’t be on forever, and if they want to get it, they have to be fast.

#3 Keep your pre-order form user-friendly

Nowadays, people are used to getting what they want here and now. They don’t want to spend hours filling out a form to get your product.

That’s why we recommend limiting your pre-order form fields to the minimum, so that filling it out won’t take up too much of your customers’ time.

Make sure all your questions are not only necessary, but also clear. You don’t want your customers to give up their pre-orders because they don’t understand what you want from them.

#4 Explain what happens next

Pre-orders are a form of trust from your customers. Trust that your product is worth their money and the wait. So, don’t leave your customers hanging and not knowing what happens after they place a pre-order. Make sure to let them know in detail what the next steps are and what the waiting time is.

Also, don’t forget to give them an easy and fast way to contact you should they have any questions or concerns.

Get those pre-orders going

If you have followed our guide step by step, your pre-order form should be ready and well in sight on your social media pages. It’s now time to prepare for when those orders will start rolling in!

Try Getform

Create a pre-order form for your products within minutes, easy and code-free. 100 responses/mo for free, paid plans from $7/mo.

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Giorgia MangoniSeptember 23, 2022

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