Starter Forms are ready-to-use order forms with common choices for size, color, paper, finishing, and more. They give your printshop a starting point for selling online.

Market research? Check!

When we built our websites, we conducted extensive market research to help printshops compete with major online printers. We looked at the products those printers commonly offer, along with their paper, finishing, and other options. That research shaped the Starter Forms on your website.

Your Starter Forms are ready to use as soon as your demo website is created. You can also customize them to match the products and options your printshop offers.

On this page:

• How to activate / deactivate your starter order forms
• How your customers access your starter order forms
• How to customize your starter forms
• Helpful Hints

How to activate / deactivate your starter order forms

1. Locate the order form needing to be customized
2. Use the on/off switch on the far right to turn your order form on or off
   • If the switch says "on", the document is currently activated
   • If the switch says "off", the document is currently deactivated

How your customers access your starter order forms

• Products are listed on the home page by category

• A sampling of categories are also listed when users click on the "Products" tab in the top-menu navigation

• Clicking the "View All Products" at the bottom of the drop down list brings the user to the complete product list.

How to customize your starter forms

1. Locate the order form you wish to customize
2. Click on the ‘edit’ button to edit the form
3. Choose "Questions and Answers" from the side menu

   

4. Click the blue "Add a Question" button

Here's a brief video tutorial with more information on the ‘Questions and Answers’ section.

Helpful Hints

1. Required questions using the Pulldown Menu question type must include a placeholder option such as "--Choose One--". If this is not set as the first answer, printbuyers will not be able to proceed with the first option chosen as this appears to the system that no option has been chosen.
2. Order forms are automatically assigned a Product ID by the system when they are created. The Product ID is how order forms are ordered so the first forms made will be at the top of the list because their Product ID will be a lower number.
   However, there is the option to change this number by replacing the information in the ‘Product ID’ field under Product Info > Specifications (at the bottom of the page), allowing you to put your order forms in the order you would like your print buyers to see them.
3. Filters are available when editing a question to format the answer to how you would like it to display in all instances, such as Force First Letter Caps--which makes all words in the field to be capitalized (possibly for a Name field)--or the many phone number filters available so that the phone number on the card will be consistent in its format across all Business Cards, for instance. To use the filters, edit the question, select the ‘More Options’ button and then select the filter you'd like to use from the ‘Input Format’ drop-down menu.
4. Also, within the ‘Question Editor’, is the ability to enter auto-populating information in the ‘Default Value’ of a ‘Text Input’ question type. This will allow you to enter information such as [First Name] [Last Name] which will populate the First and Last name of the print buyer from their account when logged in. This is helpful when each print buyer has their own account as their account information will load into the fields with the Default (auto-populate) Text Options chosen. To apply this, edit the question and click on the [..] on the right side of the Default Value field. The ‘Default Text Options’ box will open and you can choose the information that you would like to auto-populate into that field on the form.
5. Global Questions are indicated by the darkened globe to the right of the question. These are questions that can be added to any order form without having to recreate it but they cannot be edited in the order form except to turn answers on or off. In order to add a question, you'll need to click on ‘Back to Form List’ and then choose ‘Order Forms Settings’ on the left which will bring you to ‘Global Questions’. Here you can edit them by clicking on the blue notepad edit button to the right of the question you'd like to edit. Once you're in the ‘Question Editor’, it works just as it does within the form to ‘Add New Answer’ or to delete an answer and then save. The change will be saved to all instances of the global question across all orders forms where that global question has been added. For more information on creating and editing Global Questions, please visit the Create/Edit/Price/Delete Global Form Question and Elements knowledge-base article.

The next step

Now that you are familiar with the Starter order forms, it's time to learn about Custom Order Forms.