How to create a Google Form
This post is for new consultants, I’ve seen several people asking how to make a Google form, so I’m making this for you!
Why do you need a Google form for checkout? After your sale is over, when you have your customers fill out a Google form, it puts all their names, email address, and street addresses into one place, you can then export that into a spreadsheet, and then to take it a step further you can export that into stamps.com or your preferred shipping site. Then when you go to ship your LuLa-Goodies all you have to do is search for the customer’s name and Poof their address appears. SO HELPFUL!
The first thing you want to do is login to Google, and go to https://www.google.com/drive/
This is what mine looks like. As you can see I have several forms for different sales I’m regularly a part of!
To create a new form you click the big red “new” button:
Make sure to click the “More” tab, and a second window appears. The top option, “Google Forms” is the selection you want! Click that.
This is your template. Click on the words “Untitled form” to input the name you want to appear onto your form.
When you hit “Return” after you input your title, the box goes down to the first question. This is when you start to fill in what information you want from your customers. I put their Full name, E-mail address, street address, city, state, zip code, and items claimed. It defaults to multiple choice though, and you have to change this.
When you click “Multiple Choice” this menu pops up. Select short answer and it will leave a space for your customers to input their information.
To input your next question click the “plus sign” in the side menu, and it will create a new input field. Every time you create a new field you have to change it to short answer. The one time I make the option paragraph is for the “Items claimed” input.
When I’m all done with the usual requests, I state my return policy, leave that one as multiple choice, but only give them one option which is “Got it!”
The one thing I forgot to take a screen shot of is, when you change your question type there is an option for you to click “required” so then customers can’t leave anything blank!
Next, I love putting a photo in mine to personalize the form. When you scroll back to the top, click the Title bar, go over to the side menu and click the input photo icon, select a photo from your computer and voila!
Now click the painter’s palette icon, and you can change the color to anything you want!
The last important point for sharing your Google form is a shortened hyper-link. Click the white “Send” button. Click the chain links, which are over one tab:
After you do this, click the box for “Shorten URL”, and thats the link you’re going to want to share in your group in your “Ready for my Invoice!” post. I also like to leave mine in my pinned post which explains to my shoppers how to shop.
I love to have my customers fill out the Google form for when they’re done shopping as a signal to me that they’re done! Otherwise they might still be browsing, and I wouldn’t want to send their invoices too early!
Hope you enjoyed my tutorial! Leave me a comment if you’d like! Share with anyone who may be asking Google form questions and thanks for reading!