Order Form Tab Overview in AccessAlly

This tab provides you with an overview of what you’ll find in the order form tab. If you’re looking for details on creating order forms, take a look at our Order Form Guide.

Order Form Tab Location

AccessAlly > Sales > Order Form Setup

Order Form Setup Options

Search Options

You can filter by offering to see all order forms associated with that offering.

Filter order form by offering

Pricing Tab

Reveals the current price, product (upgrades/downgrades), and order form currency in use.

Order Form Pricing Tab

Automation Tab

Reveals the early contact creation tag and any custom operations or tags added after purchase.

Order Form Automation Tab

Order Form Tab

Shows the order form style in use and 1-click upsell order form options (for Stripe payments.)

Order Form Tab

Payment Success Tab

Shows where the customer is taken to or what they see after a successful purchase. This includes the ability for a new member to create their own password to log into the site.

Payment Success Tab

Order Form Setup Buttons

  • Delete – use with extreme caution as this deletes the order form. All orders (from the past) on a deleted form will show as order form not found.
  • Hide – use this option to “hide” this order form from view in the order form setup tab. This is helpful if you have a lot of older order forms you’d like to archive, but still want the order form name to appear.
  • Copy – makes a carbon copy of this order form, don’t forget to rename or adjust the settings as it will be a 100% copy of the original.
  • Save – saves this order form’s settings.

Order Form Setup Buttons

 

Updated on November 16, 2023

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