Manage Your Winery With Paperform

1. Use this template.

Head to the template page and click "use this template." If you do not have a Paperform account, you will need to sign up for a free trial first (no credit card details required).

You also can begin a form from scratch, but we'd recommend using our templates since it's a great way to get familiar with Paperform's platform.

2. Personalize your wine order form.

This template includes a dummy logo and header image. You can easily change or remove this by clicking on the image above. Then click the 'picture' icon to replace the image with one of your own. If you wish to delete this particular image, click the 'X' icon. You also can change the placement and even hyperlink the image.

Find out more about adding images to your form.

You can add an image, video, page break, or question field anywhere on your form by merely clicking the area you wish to create. A small toolbar will appear on the left. From this screen, you can choose what you want to add to your form by clicking the corresponding icon. Similarly, to add text within your form, simply click on the area you wish to edit and begin typing.

Furthermore, you can easily duplicate, delete, move, or configure any question fields by clicking the correlating icon found on the right-hand side of a question field.

3. Change the look and feel of your wine purchase form.

Now that you have changed your form's basics, it is time to make the form more personal to you and your winery.

Your form editor's top right corner is the 'Theme' icon (colored waterdrop icon). Upon clicking this, you will enter your theme settings. From this screen, you can edit the form to feel truly bespoke and branded.

Simple changes such as the font, size, and color of your text can be configured from here, while you can edit your text's appearance in more detail from the 'Typography' tab.

The look and feel of your buttons and questions can be edited from the 'UI Elements' tab. You can change the background color and even upload a background image from this tab as well.

4. Edit the products and begin selling your wine online.

This template has included a set of dummy products to showcase how the products will appear. You will want to edit the current products by entering the configuration settings. Click the cogwheel icon that sits on the product field's right-hand side. From here, click the "Products" tab to see the full list of products.

Depending on how many products you need to add, you can either use the UI to remove, modify, or add new products manually. You also can utilize the CSV export/import functionality to manage your products in a spreadsheet.

5. Put through a test submission.

Click the 'view" button to go to your live wine order form. Fill in the form and submit it. You can access submissions via the dashboard.

Find out more about what results and reporting look like on Paperform.

6. Connect a payment account.

Before you can start taking payments, you'll need to select a payment gateway under Configure > Payments.

If you don't have any payment source connected yet, you can set one up by clicking "Manage Payment Accounts" and following the prompts on one of the support payment providers (Stripe, PayPal Business, Braintree or Square).

7. Set up an automatic after submission email.

You'll probably want to send an email to the person who submitted the form when you had received their order. You can set this up under After Submission > Emails. The process is straightforward and easy.

Find out more about after submission emails.

8. Connect to Google Sheets and better manage your orders.

Now it is time to connect our form to a Google Sheet. Head over to your Google Sheets, and create a new sheet.

Write column titles for all of the questions you would like to have in the sheet (e.g. Products, Name, Email, etc.).

Go to After Submission > Integrations & Webhooks, and select Google Sheets > "Add Row to Sheet". Follow the prompts to connect your Google Sheets account, and then select the appropriate sheet and map over the answers to the desired columns.

Click the "Send Test" button to test the integration with the last submission.

9. Connect your form to Mailchimp and manage your clients.

With the Mailchimp direct integration, it is now easy to integrate your forms and begin running targeted marketing campaigns and email newsletters.

From the form editor, go to After Submissions > Integrations & Webhooks, then click Mailchimp, and choose from the list of possible actions. Click the "Add Account +" Button to connect your Mailchimp account.

This will open a login flow in a new window that will ask you to give permission for Paperform to connect to your Mailchimp account.

10. Final checklist.

Before setting your wine order form live and beginning to accept orders from customers, you'll want to do the following:

1. Edit the title, description, cover image, and custom URL under Configure>Details.
2. Customize the submission page message under After Submission > Success Pages & Redirect.

You're done! You can get the direct URL or embed code of your online order form under the form editor's "Share" menu.

Cheers!