Forms

Wayfront has four form types, each designed for a specific stage of the client journey. Knowing which one to use, and when, is what makes the whole client experience feel effortless.

Here’s how they fit together:

• Order Form — clients select services and pay.

• Intake Form — collects project-specific details inside the order, after payment.

• Onboarding Form — collects static information like brand assets once per client, reused across all future orders.

• Contact Form — sits outside the order flow entirely and creates tickets for support requests, quote inquiries, or general feedback.

Order Forms

Order forms let your clients choose services and pay for them on the same page. Here’s a live demo of a pricing page that takes you to a Wayfront order form.

To set up your forms, go to Forms → Order Forms → + Order Form. You can drag and drop fields from the option column onto your form, or click a field to append it to the end of your form. Changes you make to your fields are visible in real time as you make them.

Order Form Field Types

Service Fields

Selected services get added to checkout as line items. Order forms need at least one service field.

• Option group — Field type where one of the available options must be selected

• Checkbox group — Useful for add-on services because one or multiple services can be selected

• Multi-dropdown — Lets clients add the same services multiple times. Useful if you have pricing variants, for example users can add one 1,000-word article and another 2,000-word article in the same checkout session

Account Fields

These fields provide the information for a client’s account in your portal. Besides the email field they are all optional. For example, if no password field is added, Wayfront will send the client a magic link to login via email.

• The Email Opt-In field allows clients to opt in to receiving marketing emails if you’re using our ActiveCampaign or MailChimp integrations

• The billing address field is only required if you’ve turned on tax options

Payment Options Field

If you add a payment method field to your order form then clients can make a payment on the form. Otherwise they’re redirected to a separate payment page. Embedding payment directly on the form is more seamless; the redirect page gives more flexibility over the payment layout.

Data Fields

Data fields are useful for collecting general information from the client, like "How did you hear about us?". Remember that the more fields you add to your form, the lower the completion rate will be.

Additionally, you can pre-fill form fields with custom links to make transitions smoother for your clients.

Intake Forms

Most projects require some information from the client before your team can get started: their website URL, target keywords, campaign goals, and so on. Intake forms collect this on a per-order basis, after the client has paid.

While you can add data fields to your order form, that increases friction during checkout. An intake form keeps payment fast and clean, then prompts the client for project details inside their order (see intake form examples + best practices).

Setting Up Intake Forms

Go to Forms → Intake Forms → + Intake Form and use the form builder to set up your form then attach it to your services.

When a client purchases any service requiring project data their order will remain as Pending until they fill out the form in the order.

If they haven’t filled out the form in 24 hours, Wayfront will send an email reminder asking to provide project data. As soon as project data is provided, order status will automatically change to Submitted.

You and your team can then see their project information in the order details and get started.

Tip: Intake forms are per-order. Avoid asking questions that don’t change between orders (like brand logos or company details). That’s what Onboarding Forms are for.

Onboarding Forms

Onboarding forms collect business information that stays the same across every order, such as brand details, logos, style guides, and company background.

Clients fill them out once, and Wayfront automatically displays that data on any order belonging to a service with the onboarding form assigned. Unlike intake forms, which are per-order, onboarding forms are per-client.

If any of the brand information changes, clients can update their onboarding form as needed.

Using Onboarding Forms

Once you’ve set up your onboarding form, you can share it with signed-in clients using the link, or you can assign a form from the client profile. To do so, open a client profile, click the Actions button and select Add an onboarding form:

You can also assign the onboarding form to any of your services to automatically check if a client has filled the form in the past, and show them the form if they haven’t:

Once the client has submitted the form, you can view it in their client account. Clients are also able to view submitted data from their dashboard, and update onboarding forms if data needs to be changed.

Contact Forms

Contact forms are entirely separate from the order flow. Where the other three forms are tied to purchases and fulfillment, contact forms handle everything else: quote requests, support queries, and general inquiries. Each submission creates a ticket.

Setting Up Contact Forms

To get started, go to Forms → Contact Forms. You can add a new contact form using the form builder, then click the Actions button → Share. You can share your form in various ways:

Public link — Share it with anyone using a direct link.

Public link (log into portal) — Same as above, except users who submit the form will automatically be logged into your client portal. Useful for quote requests or lead gen forms.

Embed code — Get the iframe code and paste it in your website. The form will automatically apply our standard design, so no styling is necessary.

Support widget — Use this code to display a help widget on your website in the bottom right corner. Clicking it will open the contact form in a popup.

Form Field Rules

Form field rules apply across all four form types.

With Wayfront you can create rules to show and hide form fields based on selected values across all form types (order, intake, onboarding, and contact forms).

A rule that shows a field when a condition is met will automatically hide the field when it’s not met. Ideally you only need one rule per field.

If you’re not sure where to start, most agencies set up an order form and an intake form first, then add onboarding and contact forms as their workflow matures.