Setting up a Product Sales form on Springly lets you sell products and grow your nonprofit's revenue. Online sales and automation save you valuable time. This article covers:
Benefits of selling products through Springly's Product Sales
Selling products on Springly lets you take full advantage of the platform's built-in automation. Whenever a sale is recorded on your form — whether by an Administrator or the Buyer themselves — the following happens automatically:
- the journal entries for the sale and its payment are recorded automatically;
- invoices are generated and sent automatically;
- you can offer online payment by credit card.
All of this adds up to a significant time savings.
Setting up your sales form
Your existing sales forms are listed under Forms > Product Sales.
If no form has been created yet, you'll be prompted to create your first one directly from this page.
You'll land on the form creation page, where step-by-step prompts will guide you through the setup.
1. General information
This section contains the key details that will be visible on your sales form.
Enter the name of your form here — this field is required.
A description and image are optional, but we highly recommend including them — they go a long way toward appealing to potential buyers. You can also add terms and conditions, terms of sale, or file attachments.
Don't worry — you can update any of this information at any time.
2. Pricing
This step is where you build your pricing structure using products and pricing tiers.
You must include at least one pricing option (with or without inventory tracking). You can also add optional add-ons (e.g., a choice of class or workshop).
For each pricing option, you must provide:
- the option name, which will appear on your sales form;
- the price: either a set price or free
Once your first pricing option is created, click + Create an option to add more.
Pricing types
- Product sales without inventory management (e.g., an online magazine subscription);
- Product sales with inventory management (e.g., t-shirts) — to learn more about inventory management, see our dedicated article Managing product inventory;
- Bulk product import via Excel;
- Optional add-ons (e.g., customizing a t-shirt);
- Free-text responses (e.g., the name to print on the custom t-shirt);
- File uploads (e.g., the logo to print on the custom t-shirt).
Click the gear icon to expand more details.
Want to go further? Check out the article on managing pricing.
Advanced options
You can fine-tune your form settings by going to Settings > Forms & Ticketing.
From there, you can:
1. Customize the information displayed on your forms
- Limit the number of participants on a form;
- Limit the number of available products (without necessarily managing inventory);
- Limit the number of sign-ups per person on a given form;
- Restrict pricing options to specific groups within your community.
For more details, see our article: Controlling the number of registrants on forms and ticketing
2. Automate and customize actions triggered by sign-ups on your membership, donation, or ticketing forms
- Assign people who selected a specific option to a group (fixed groups only);
- Link each sale to a specific accounting account;
- Set up discount rules based on a person's group membership or the number of participants on the same form.
For more details, see our article: Setting up automations between your forms and other features
3. Display settings
For an Event form, you can choose whether or not to display the list of attendees. Note that this setting is not available for other form types (Membership Campaigns, Donation Campaigns, Product Sales).
For more details, see our article: Displaying event attendees
4. Customizing the purchase flow
Customize the landing page shown after a membership, donation, event sign-up, or product purchase is confirmed. You can also enable the cart feature, which lets people participate in multiple forms before placing a single order.
For more details, see our article: Customizing the purchase flow and enabling the cart
Pricing groups
If you have a large number of pricing options, you can organize them into pricing groups to keep the display clean and easy to navigate. See this article for more details.
Discounts
You can add discounts to offer select buyers preferential pricing. How they work is explained in this article.
3. Shipping options (optional)
Add one or more shipping options along with any associated fees.
4. Payment and confirmation
Payment methods
You can offer multiple payment methods to your buyers.
Online payments (one-time or installment) are collected through your E-wallet. To collect without restrictions and transfer funds to your organization's bank account, follow the steps described in this article on E-wallet Verification.
If you manage your accounting in Springly, remember to use the cash deposit and deposit slip features to record check or cash payments in your bank account.
For more information about installment payments, see the following article: How installment payments work
Confirmation email
You can customize the message in the confirmation email — a great opportunity to add a personal thank-you note.
5. Publishing
The first question to ask yourself is: do you want people to be able to sign up on your form on their own?
If the answer is "yes" (which we recommend), choose one of the first 2 options:
- Via a link
- Published on the website
Either option still allows you to add people manually.
If the answer is "no", select "No online sign-up". Just save your form and you're done.
This article explains the difference between an online form and an offline form.
Assuming you've opted for online sales, let's walk through the final settings.
Publishing via a link
Specify who can access the page:
- anyone with the link you've shared
- specific people based on custom rules (Community, Members, etc.). In this case, they must be logged into their account on your Springly platform.
You can also set availability dates for your sales form. Outside of those dates, people won't be able to purchase products through your form. Administrators can update the dates at any time.
Publishing on the website
The On the website option lets you publish the sales form on a page of your Springly website (e.g., a "Product Sales" page). For the form to be visible, the page hosting your form must be added to a site menu under Website > Menu and Pages.
As mentioned above, you can set availability dates for your form.
To access the form via this link, your website must be active (not in maintenance mode). You can manage this under Settings > Website.
Saving and publishing your form
Once you've configured all sections, click Save.
The form's status will then appear as Published. You can change this status later by switching the form to Draft, Sales suspended, or Archived.
If the form fails to save, the section with the issue will be highlighted in red. Fill in the missing information and save again.
If you saved your form as a draft just to preview how it looks, don't forget to go back to the Configuration tab, change the status from "Draft" to "Published", and save again.
Now it's time to share your form link so people can make purchases! You'll find it in the "Distribution" tab. That's also where you can publish the form on an external website by embedding the form as an iframe.
Learn more:
Comments
0 comments
Article is closed for comments.