Intake Forms

Most projects require some information from the client before your team can begin work—for example, their website URL and keywords.

While you can add these fields to your order forms that increases friction during payment. To collect this information after the client has paid you can set up an intake form instead (see intake form examples + best practices).

Go to Services → Edit → Intake Form and use the form builder to set up your form.

The intake form builder also lets you show and hide fields based on rules. You can learn more about using rules in the order forms section.

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

SPP Client intake form example

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

Finally, you and your team can see their project information in the order details.

Tip: Don’t ask static questions that clients need to repeat every time. For instance, if you require them to upload brand assets, an onboarding form would be better suited.