Set up Order Forms

Create order forms in Keap for your paid membership products.

Tip

If you are creating a free membership only, you can skip this step.

Create an Order Form

1. Log into your Keap application

2. Go to E-Commerce > E-Commerce Setup

3. Click Order Forms under Sell Online

4. Click Create New

5. Enter a name for your order form

6. Click Save

Add Products

1. Select your membership product (start typing to search)

2. Select the subscription plan or product

3. Click Add Product

4. Check “Don’t allow my customers to change the quantity” for subscriptions

5. Click Save

Customize the Form (Optional)

• Theme tab - choose a visual theme
• HTML Areas - customize header, footer, and other sections

Configure Thank You Page

You have three options:

• Use Keap’s default thank you page
• Redirect to a custom thank you page
• Auto-login the new member (recommended)

Auto-Login Setup

For detailed information about the autologin feature, see the Autologin Module.

To automatically log in new members after purchase, set the Thank You Page URL to:

URL

https://yourdomain.com/?i4w_autologin=XXXXXX&tid=TAG_ID

Replace:

• yourdomain.com with your website domain
• XXXXXX with your security key defined in Plugin Options > Main Settings
• TAG_ID with your membership level tag ID (e.g., 211). For multiple tags, separate with commas: 211,222,333

Check the box “Pass contact’s information to the Thank You Page”.

Finding Your Tag ID

1. Go to CRM > Settings

2. Click Tags in the left menu

3. Find your membership tag in the table

4. Note the number in the Id column

Get the Order Form Link

1. Click the Links tab

2. Copy the Order Form URL

3. Use this URL for your buy now buttons or links