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Important Information About Guest Forms:

• There is NO relation to the contact database. Guests will checkout and their contact status will be listed as External. Their information will not be included in your Contact Database. This includes current contacts in your database. If they submit a Guest Form and have not logged in first, their purchase will not be connected to their account.
  
• Guest Forms are an option for both Sales Forms and 'Data Only' forms. They should NOT be used for Membership Forms.
  
• Guest Sales Forms require users to submit basic information such as name, address, and email.
  
• Guest Data-Only Forms have the option of whether or not to collect basic user information when the user goes to submit the form.
  
• A Guest Form should include data fields for any information you need to collect beyond the basic user information for the person who makes the purchase.
  
• A Guest Form will be presented in the list of Open Forms for users that are logged in unless it is set to only be accessible by the form link.
  
• For users that are logged in and complete a Guest Form, their purchases will be tracked and included in their Order History. 
  
• No form conditions can be used.
  
• The form can be completed multiple times. This is true for Guests and users that are logged in.
  
• No student information will be presented or captured in your report. This includes even users that are logged in and complete the Guest Form.
  
• Line items cannot be set to present as One Per Student.
  
• Orders on Guest Forms cannot be 'pushed through' because a guest form does not create an order (which is needed to push the order through) until the order is completed. Once the user goes to their shopping cart and selects “pay now” it will complete the order for them.
  
• Guest Forms can NOT be viewed in Test Mode.  You must set the form to Active Mode in order for it to be visible in your Open Forms.
  
• Inventory Control:  SKUs added to the form that are set up to control inventory, will be related to the inventory numbers.
  
• Reports:  You will want to use the Form Report - Details.
  

Creating a Guest 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.
  

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

• 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 further information about linking 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.
  

Forms with products will always ask for user information.

1. Select 'Yes - ask for user information when submitting' to collect name, email, etc. for the guest user.
   
2. Select 'No - accept form submission anonymously' to allow the guest user to skip this step. Orders will present with only collected data and NO user information. This is useful for surveys, polls, voting, etc.

Guest Check Out

• 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.
  

We recommend selecting "Checkout" as the Proceed Action since Guest users will not have a shopping cart.

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 > Additional Form Settings > Proceed Action / Checkout.
  
• Be sure to link directly to the form's link.  The link is found at the top of the Form's Setup tab.
  

Reminders:

• 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 can NOT be viewed in Test Mode. You must set the form to Active Mode in order for it to be visible in your Open Forms for testing.