Overview
The ClickBank Order Form Customizer is a powerful tool that provides ClickBank Sellers with tools to customize their order form to include brand elements, images, information, and styling congruent to their offer page.
Using the Order Form Customizer is a straightforward process. The customizer relies on a WYSIWYG (what-you-see-is-what-you-get) user experience and can drag and drop content modules into the editor. Using the device type toggle, Sellers can optimize their order form for mobile, tablet, and desktop.
The Order Form Customizer is accessed through the nickname account where order forms can be customized on an account nickname basis.
What if I’m currently using legacy order form tools?
If you are currently using legacy order form tools (i.e. the Basic Custom Order Form or the Advanced Custom Order Form) and want to “migrate” (create and load) the new order template instead of your legacy template, please refer to this article for steps and considerations on how to switch order forms.
This article contains the following sections:
- How to Access the New Order Form Tools
- How to Create an Order Form Template
- Customizing Your Order Form
- Order Form Customizer Best Practices
- Order Form CSS Guidelines and Best Practices
- Submitting an Order Form Template for Review and Approval
- Editing, Duplicating, and Deleting an Order Form Template
- Order Form Conversion Reporting
- Additional Resources & Related Articles
How to Access the New Order Form Tools
The Order Form Customizer (OFC) is available through each nickname account. To access the OFC, follow these instructions:
Step 1: Log in to your ClickBank account, select the Accounts tab, then select the account nickname you want to access the Order Form Customizer in.
Step 2: Select Vendor Settings and then select My Order Forms.
Step 3: Click the Go to New Order Form Tools button.
Now that you’ve accessed the Order Form Customizer, it’s time to create an Order Form Template.
How to Create an Order Form Template
The first step to customizing an order form is creating an order form template. Once you have created a template, you can proceed to customizing the look and feel of the order form.
Step 1: Access the Order Form Customizer.
Related: How to Access the Order Form Customizer
Step 2:Click the New Order Form Template button.
Step 3: Add a template name.
NOTE: We recommend naming your template something descriptive that provides identifying information at first glance. This will be helpful when you are accessing different order forms from your My Order Forms page. Order Form Template names are only visible to you–not your potential customers.
Step 4: Provide an order form template URL parameter. This value is used on your payment link, which is the link that potential customers click to be directed to this order form.
Step 5: Enter in a description for your order form template.
NOTE: This description is only visible to you on your order form templates list.
Step 6: Click Start Customizing to enter the Order Form Customizer. Click Cancel to discard this order form template.
NOTE: To return back to your order form templates, click Custom Order Forms in the top left corner of the customizer.
Customizing Your Order Form
Welcome to the Order Form Customizer! Here's a quick tour of how to use the tool. However, don't be afraid to roll up your sleeves and get in there. You can always change something you don't like and preview your order form template as you go.
NOTE: Once an order form template has been approved, it cannot be edited.
Device Type Toggle
The top navigation of the Order Form Customizer includes a dropdown that allows you to preview your products within your order form template and further preview the template by device type (Desktop, Tablet, Mobile.)
When editing an added module, you can also select what to display by device type, which allows you to hide or display content for different devices. The order form template is responsive as a whole, but this setting gives you full control of which content you’d like to show by device, empowering you to create a truly custom experience for desktop, tablet, and mobile.
Module & Style
The left nav bar of the Order Form Customizer contains two primary action menus: Module and Style.
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The Module menu contains the available elements you can add to your order form: Text, Image, Image with Caption, and Dividers. You can drag and drop these elements into the available zones on the order form template, or click the “+” sign in each zone to add your images and copy. When adding images, you can upload new images directly into the selected zone.
- The Style menu allows you to stylize multiple areas of the order form itself, including header color, the “secure checkout” banner, order form background and various color elements, pay button copy and color, order bump display, and the order form footer.
After adding content, you can also edit multiple settings of the added image or text. The left nav menu will change accordingly when an added module is selected, allowing you to adjust things like alignment, border, background, padding, and more.
Suggested image widths are as follows:
Mobile
All Images: 699 px
Desktop and Tablet
Header/Footer: 994 px
Other zones: 489 px
When editing an added module, you can also select what to display by device type, which allows you to hide or display content for different devices. The order form template is responsive as a whole, but this setting gives you full control of which content you’d like to show by device, empowering you to create a truly custom experience for desktop, tablet, and mobile.
Basic Template Settings
The bottom left nav of the Order Form Customizer allows you to edit your basic template settings, including the template name, URL parameter, and description. These can be modified and saved at any time.
Submit for Review
You can also submit your completed template for review directly from the Order Form Customizer page! Simply click the “Submit for Review” button in the bottom left nav to commence the ClickBank review process.
Order Form Customizer Best Practices
As a ClickBank Seller, your order form is a critical part of your sales funnel. As such, it’s important to treat your order form with the same level of attention and care you’d give your website and other sales pages.
Whether this is your first time building a custom order form or you’re a seasoned pro, we’ve assembled a few key brand and conversion best practices.
Related: For even more order form image examples and sample assets, check out this article!
Match Your Look and Feel
Your order form should be an extension of your brand and preceding sales pages, not a departure. Be sure to match previously established brand elements like colors, fonts, and logos to deliver a seamless shopping experience for your customers. Generally speaking, now isn’t the time to introduce new or wildly different assets that could confuse, instead of reassure, the customer.
Add Urgency and Reassurance
While a streamlined order form performs best for some businesses, you may also want to customize your order form with a few conversion-driving callouts like a bonus offer/gift with purchase, customer review/testimonials, and product awards or badges. With the order form customizer, you can bake these elements into images or add copy directly to the available content zones.
But Don’t Introduce Friction
As a balance to the tip above, it’s equally important not to overload your order form to the point that it becomes difficult to purchase. In other words, be selective and strategic when it comes to adding CTAs. If an unsure customer lands on your order form, this is your chance to “nudge” them to complete the sale, but you don’t need to resell the product entirely. Instead of overloading the order form with excess or repeat sales material, stick with a select number of elements to reassure your customer, reinforce the quality of your offer, and drive conversion.
Design By Device
When customizing your order form, be sure to toggle between desktop, tablet, and mobile views! This will help you ensure your order form looks great for all traffic. Remember, you can selectively show or hide elements for each device type, so if you have an asset that looks great on desktop but cluttered on mobile, you can keep the mobile version of your order form more streamlined.
Design for Your Traffic
As you gain traffic and sales, you can begin to further customize your order form for your specific traffic mix. If you know that most of your traffic comes from mobile visitors, customize your order form with a mobile-first mentality. If the majority of your customers are coming from desktop, pay special attention to that view. And if you begin to see conversion differences by device, use that as an indicator to continue optimizing where necessary.
Iterate and Optimize
Even after completing a custom order form, remember that you can continually revisit it to test, iterate, and optimize. Like all the pages in your sales funnel, your order form is a great place to test and tweak over time. The order form customizer makes it easy to adjust individual elements, add and remove content, or even try new CTAs. To see how each order form is performing, check out the Conversion report in the ClickBank Reporting Suite!
Related: Order Form Conversion Reporting
Quality Counts
This may seem obvious, but when working on your custom order form, be sure to use hi-res images that don’t appear grainy or pixelated, proofread your copy (multiple times), gather feedback from trusted stakeholders, and visit your order form frequently from a customer perspective. As the final step of your sales funnel, it’s critical to deliver a quality experience.
More Tips & Tactics
For even more examples of high-converting order form elements, be sure to check out our order form images guide for inspiration. This article highlights a number of creative ways you can use available order form spaces like the header, side, and bottom content modules to drive conversion and complete the sale.
Submitting an Order Form Template for Review and Approval
Once you have customized your order form template to your liking, you must submit for review and approval before you can start using it. Order Forms, like sales pages, must be FDA and FTC complaint.
Related: Promotional Guidelines
Step 1: Access the New Order Form Tools.
Related: How to Access the New Order Form Tools
Step 2: Locate the order form template you want to submit for review and click Submit for Review.
NOTE: Make sure your order form template is ready for review. Once a template is approved, it cannot be edited. If you wish to edit an order form after approval, you must duplicate that template, make the edits, and re-submit it for approval.
Pending Review
Once you have submitted your order form template for review, the status will indicate that it is pending review. Once the order form template is deemed compliant or non-compliant, the status chip will change.
Not Approved
If your order form is not compliant, if will not be approved. Depending on why it is non compliant, the compliance team may leave feedback in the the Compliance Review section.
Compliance Review
If your order form is noncompliant, check the Compliance Review for comments on what you may need to edit or fix before resubmitting it.
Approved
If your order form template is approved, you are good to start using it. An approved order form cannot be customized further. If you wish to add additional customizations to your order form, you must either recreate it or duplicate it, add the changes, and resubmit it for review.
Editing, Duplicating, or Deleting an Order Form Template
Follow these instructions to edit, duplicate, or delete and order form templates.
Step 1: Access your My Order Forms page.
NOTE: If you have legacy order forms, click the Go to New Order Form Tools button to access your new order form templates.
Related: How to Access the New Order Form Tools
Step 2: Find the order form template you want to edit, duplicate, or delete and click the kebab icon below the Action heading.
Edit
Select Edit to return to the order form customizer and edit the current styling and customization of that order form template.
NOTE: Only order form templates that have not been submitted for approval can be edited.
Preview
To preview what your order form template will look like for a customer, select the Preview option. This will open a preview of your order form in a new window with all current customizations.
NOTE: If you have not added any customization to your order form, it will look like the image below in the preview.
Duplicate
Select the Duplicate option to duplicate an order form template. This is helpful if you want to use the same order form with a few small edits, rather than rebuild an entire custom order form from scratch.
Provide a Template Name, Template URL Parameter, and Custom Template Description (optional). Then click Start Customizing to proceed to the Order Form Customizer.
NOTE: To save this template and return to it in the future, click Save as a Draft.
Template Settings
Select Template Settings to update the template name, URL parameter, or description of your order form template. The fields can always be edited and updated. Once you are finished, click Update & Save.
Delete
Select Delete to delete an order form template.
NOTE: This action cannot be undone.
Order Form Conversion Reporting
To view how your order forms are performing, check out the conversion report which is accessible through the Reporting Dashboard.
Related: ClickBank Reporting Suite: Report Glossary
Step 1: Log in to your ClickBank account and select Reporting.
Step 2: Under the Reports header, select All.
Step 3: Find the Conversion report under the list and click View.
Step 4: Select which account nickname you want to view the report for from the Account dropdown and select the timeframe you want to include data from from the date picker.
Step 5: Select Order Form Template from the View By dropdown.
The data provided will indicate order form impression rate in event count and order form conversion rate in percentage.
Additional Resources & Related Articles
- KNOWLEDGE BASE: Creating Your First Product
- KNOWLEDGE BASE: How to Switch to the New Order Form Tools From the Legacy Order Form
- KNOWLEDGE BASE: Order Form Image Guide and Best Practices