Guest Forms - Creating a Guest Form

A form can be set so that it is available for guests to complete without having to log in and create an account. This is recommended for situations when you want guests to be able to complete a form and you want them to be able to skip the first step of creating an account.

**Please Note:  Sales/Data from a Guest Form will NOT be connected to contacts in your database.

  • Guest Forms are an option for both Sales Forms and "Data Only" forms. They should NOT be used for Membership Forms.
  • Guest Forms cannot be viewed in Test Mode.  You must set the form to Active Mode in order for it to be visible in your Open Forms.

How To Create A Guest Form

1. Create the Form
  • Create the sales form and remember that you need to include data fields for any information that you will need for delivery or information purposes beyond basic user information such as name, address, and email.  For example:  student first name, last name, and a drop down list of teachers.  No previously collected account/student information or custom fields will be included in your report information.
  • Create the SKUs and then add the line items to the form.

2. Set the Form Type to be a Guest Form
  • When editing the form, go to the Advanced tab.
  • Use the drop down menu to select "Guest - user does NOT have to be logged in to see."

3. Present Form in Open Form Block?
  • Choosing the default, "Yes - present alongside other forms" means the form will present to logged in users in their normal Open Forms Block.
  • Choosing "No - I'll provide a direct link to the form myself" means the form will only be available by using the direct link.  (see below)  This is useful for organizations who are wanting to restrict the Guest Form so that logged in users won't be able to see it.

4. Collect Guest Information for Data Only Forms?
  • You have the option as to whether or not to collect basic user information (name, address, email) when the user submits the form.
  • Select "Yes" to prompt the user to enter their information.
  • Select "No" if you want to allow the form to be submitted anonymously.
  • This only applies to forms that are Data Only.  If the form has any products on it, the only option available for this is “Yes.”

5. Select the Proceed Action for Checkout
  • Normal - presents the "Save and Continue" button at the bottom of the form.
  • Checkout - presents the "Proceed to Checkout" button at the bottom of the form.
  • Both - presents both buttons.


6. Link to the Guest Form

Option #1 - Create a Website Page for the Guest Form
Normally, when your Users that have an account in your system need to complete a form, they go to your website page that has the open forms macro. That website page has a requirement that Users must be logged in to access the page. When the User logs in they are presented with your list of forms that are applicable to them.

For your Guest Form, you will create a website content page that does not include the requirement that users must be logged in to see the website page. 

1) Create the website content page.
2) Add the macro for open forms to the page.
3) You can include information above or below the macro for the open forms to help your Guest Users know how to proceed.
4) Since a Guest User is NOT logged in, they will only be presented with the Guest Form.

Option # 2 - Link Directly to the Guest Form Itself
With this option, your Users will go directly to the shopping cart to check out after completing the form.  When you link directly to the guest form, you will need to select the option to have a checkout only button. If you choose this option, the user will only be forced to check out multiple times if they want to fill out more than one form.  If there is more than one form available for guests, it will be best to link to a website content page that has the open forms macro on it.
  • To select the checkout only button, go to the Advanced tab / Proceed Action / Checkout.
  • Be sure to link directly to the form's link.  The link is found at the bottom on the Overview tab.