How to Require a Form During Product Purchase

Before You Begin

• Owner or admin permissions required
• Create a form with first name, last name, and email fields if you haven’t already (Products & Services > Forms → Create form)

Steps

Step 1: Create a form (if needed)

1. Go to Products & Services > Forms > Create form
2. Add First name, Last name, and Email fields (required)
3. Add any other fields you need, then save

Forms used for product purchase must include first name, last name, and email fields.

Step 2: Open the product and attach the form

1. Go to Products & Services > Manage Plans and click the product to edit it
2. Find the Forms section in the product settings
3. Select the form(s) you want to require
4. Click Save

Customers must complete the form before purchasing. Responses are saved with the purchase.

Troubleshooting

Don’t see a Forms section? Make sure you’re editing the product (not just viewing it) and that you have permission to manage products.

No forms available to select? Create a form first via Products & Services > Forms > Create form, then return to the product.

Customers can still purchase without completing the form? Confirm the form is selected and the product has been saved.

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Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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