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Form customisation at checkout

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I'm setting up a paid service which includes capturing details to start an email sequence in Active Campaign. The issue is, when adding a form at checkout it goes into the Squarespace system, there is no way of connecting it through Zapier to feed the data to Active Campaign. Has anyone found a way around this? Another option is to re-direct customers after payment to a page with a standard Squarespace form but this also can't be done within the system. Can anyone help?

Edited by Vicki-Blumango
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1 hour ago, Vicki-Blumango said:

I'm setting up a paid service which includes capturing details to start an email sequence in Active Campaign. The issue is, when adding a form at checkout it goes into the Squarespace system, there is no way of connecting it through Zapier to feed the data to Active Campaign. Has anyone found a way around this? Another option is to re-direct customers after payment to a page with a standard Squarespace form but this also can't be done within the system. Can anyone help?

You can try integromat or automate.io which has squarespace support, they can notify when new order come

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If you find my answer useful, let's leave a like or upvote so others with the same issue can find their solution. Thank you!

 

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  • Vicki-Blumango changed the title to Form customisation at checkout
6 hours ago, Vicki-Blumango said:

I'm setting up a paid service which includes capturing details to start an email sequence in Active Campaign. The issue is, when adding a form at checkout it goes into the Squarespace system, there is no way of connecting it through Zapier to feed the data to Active Campaign.

To add to what has already been said, Squarespace has an Orders API that allows a developer or a service to check for new orders (or be notified of them) and then retrieve order information. Using this, and a third party RPA tool like the ones that @bangank36 mentioned, you can therefore pull any of the details that were provided, including the email address from step 1 of the checkout, or other information that you request in a Custom Checkout Form.

Me: I'm Paul, a SQSP user for >18 yrs & Circle Leader since 2017. I value honesty, transparency, diversity and good design ♥.
Work: Founder of SF.DIGITAL. We provide high quality original extensions to supercharge your Squarespace website. 
Content: Views and opinions are my own. Links in my posts may refer to my own SF.DIGITAL products or may be affiliate links.
Forum advice is completely free. You can thank me by selecting a feedback emoji. Buying a coffee is generous but optional.

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14 hours ago, paul2009 said:

To add to what has already been said, Squarespace has an Orders API that allows a developer or a service to check for new orders (or be notified of them) and then retrieve order information. Using this, and a third party RPA tool like the ones that @bangank36 mentioned, you can therefore pull any of the details that were provided, including the email address from step 1 of the checkout, or other information that you request in a Custom Checkout Form.

Thank you, this is really helpful, can you recommend a developer to help set this up for us? 

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  • 2 weeks later...

I'm not the best person to recommend one (as a developer myself, I never need to hire one!) but I'm surprised that no-one has DM'd you to put themselves forward. That said, 2020/21 has been the busiest period that I've ever known so they may just be fully booked. 

 

Me: I'm Paul, a SQSP user for >18 yrs & Circle Leader since 2017. I value honesty, transparency, diversity and good design ♥.
Work: Founder of SF.DIGITAL. We provide high quality original extensions to supercharge your Squarespace website. 
Content: Views and opinions are my own. Links in my posts may refer to my own SF.DIGITAL products or may be affiliate links.
Forum advice is completely free. You can thank me by selecting a feedback emoji. Buying a coffee is generous but optional.

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