An order form is essential for collecting client requests, product details, and payment information efficiently. With Jugl Forms, you can create customized order forms that integrate seamlessly with your workflows.
🔹 Step 1: Access the Forms Section
📍 Navigate to Jugl Forms
Log in to Jugl.
In the left-hand menu, select “Forms”.
Click “Create Form +” to create a new order form.
🔹 Step 2: Customize the Order Form Layout
Once inside the form builder, set up key details:
1️⃣ Form Title & Description
📌 Title Example: “Product Order Form”
📝 Description Example: “Use this form to place an order for our products. Once submitted, you will receive an order confirmation.”
💡 Pro Tip: Use clear descriptions so clients know exactly how to fill out the form.
🔹 Step 3: Add Essential Form Fields
Now, customize the form by adding the right input fields:
1️⃣ Client Details
✔ Short Text: Client Name
✔ Email Field: Client Email
✔ Phone Number Field: Client Contact Number
2️⃣ Order Information
✔ Service/Item: Select Product (List all available products)
✔ Dropdown: Delivery or Pickup Option
3️⃣ Special Requests & Notes
✔ Paragraph Field: Additional Comments or Special Instructions
✔ File Upload:(Allow clients to upload specifications or design references if needed.)
💡 Pro Tip: Use Dropdowns & Multi-Choice fields to make selections easier for customers.
🔹 Step 4: Set Up Task Details for the Form Submission
Every submitted order form should automatically create a task to track the order.
📌 To enable this feature:
Scroll to “Set Task Details” in the form builder.
Define the following fields:
Task Title: “Order from [Client Name]”
Board Assignment: Select the workflow board (e.g., “New Orders”).
Priority Level: Set as High, Medium, or Low based on urgency.
💡 Why This Helps: Every form submission becomes an actionable task assigned to the right team.
🔹Step 5: Enable Form Notifications & Confirmation Messages
To ensure clients and your team stay informed, set up notifications:
📢 Automatic Whatsapp Confirmation to Clients
Example Message:
“Hi [Client Name], we’ve received your order #[Order Number]. You will receive a confirmation soon.”
📢 Internal Notifications for Teams
Notify relevant team members that a new order has been placed.
💡 Pro Tip: Use WhatsApp integration for real-time updates.
🔗 [Related: How to Set Up Automated Notifications in Jugl Forms]
🔹 Step 6: Publish & Share Your Order Form
📍 Finalize the Order Form
Click “Save & Publish” to activate the form.
Copy the Form Link or embed it into your website.
Share the link via email, social media, or your business portal.
✨ Recap: Your Order Form is Ready!
✔ Created a new order form in Jugl.
✔ Added fields for client details, order items, and special requests.
✔ Linked the form to tasks for automatic order tracking.
✔ Enabled notifications to keep clients and teams informed.
✔ Published and shared the form.
🔗 Next Step: [Learn How to Automate Order Processing with Jugl]
🚀 Get Started with Jugl Order Forms Today!
Start creating custom order forms that streamline your workflow and improve order management.
Let’s Jugl it! 🎉