How to Require a Form During Product Purchase

Learn how to require customers to complete forms when purchasing products. Forms help you collect information, gather waivers, and capture important details before product purchase.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage products (typically organization owners and admins have this permission)
• A form created with first name, last name, and email fields (if not already created)
• A product to configure

Steps

Step 1: Create Form (If Needed)

1. Create a form with required fields (if you haven't already):
   • Go to Forms → Create form
   • Add First name field (required)
   • Add Last name field (required)
   • Add Email field (required)
   • Add any other fields you need
   • Save the form

Important: Forms used for product purchase should have first name, last name, and email fields.

Step 2: Navigate to Product

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, click Products in the left sidebar
3. Find the product you want to configure
4. Click on the product to open it

What happens next: You'll see the product edit form.

Step 3: Find Forms Section

1. In the product edit form, find the Forms section
2. This section contains:
   • Form selection options
   • Form configuration settings
   • Form requirement toggles

Note: Forms section is typically in the product details or configuration section.

Step 4: Select Form(s)

1. Select the form(s) you want to require:

   • Browse available forms
   • Select one or more forms
   • Forms with first name, last name, and email fields are recommended
   • You can require multiple forms if needed

2. Form requirements:

   • Forms should have first name, last name, and email fields
   • These fields help identify purchasers
   • Other fields can be optional

Note: Select forms that collect the information you need for product purchases.

Step 5: Save Product

1. Review your form selection:
   • Correct forms are selected
   • Forms have appropriate fields
2. Click Save
   • Form requirement will be saved
   • You'll see a confirmation
3. Form requirement will take effect immediately

What happens next: Form requirement will be configured and:

• Customers must complete the form before purchasing
• Form appears during purchase process
• Required fields must be filled in
• Form responses are saved with the purchase
• Customers can't purchase without completing the form

How Form Requirements Work

When a form is required:

1. During purchase:

   • Form appears in the purchase flow
   • Customers must fill in required fields
   • Purchase can't proceed until form is completed

2. Form responses:

   • Responses are saved with the purchase
   • You can view responses in purchase details
   • Responses are linked to customer accounts

3. Validation:

   • Required fields are validated
   • Customers see errors if fields are missing
   • Purchase is blocked until form is complete

Tips

• Create forms with clear, helpful questions
• Use required fields for essential information
• Test the purchase flow to ensure forms work correctly
• Review form responses regularly
• Update forms as needed

Troubleshooting

Problem: I don't see the Forms section Solution: Check that:

• You're editing the product (not just viewing)
• Forms section exists in the product form
• You have permission to manage products

Solution: Make sure you're editing the product. Contact your organization owner if you need access.

Problem: I don't have any forms Solution: Create forms first:

• Go to Forms → Create form
• Add first name, last name, and email fields
• Add other fields as needed
• Save the form
• Then select it for product purchase

Solution: Create forms before requiring them for product purchases.

Problem: Customers can purchase without completing form Solution: Check that:

• Form is selected and saved
• Form requirement is active
• Purchase flow is working correctly

Solution: Verify form is selected and saved. Test the purchase flow to ensure form appears.

Problem: Form doesn't have required fields Solution: Edit the form:

• Add first name, last name, and email fields
• Mark them as required
• Save the form
• Then select it for product purchase

Solution: Update form to include required fields before using it for purchases.