Setting up a Product Sales form on Springly lets you sell products and grow your nonprofit's revenue. Online sales and automation save you valuable time. This article covers:
- Benefits of selling products on Springly
- Setting up your sales form
- Saving and publishing your form
- Advanced options for your online shop
Benefits of selling products through an online shop on Springly
Selling products on Springly lets you take full advantage of the platform's built-in automation. Whenever a sale is recorded on your form — whether by an Administrator or the Buyer themselves — the following happens automatically:
- the journal entries for the sale and its payment are recorded automatically;
- invoices are generated and sent automatically;
- you can offer online payment by credit card.
All of this adds up to a significant time savings.
Setting up your sales form
Your existing sales forms are listed under Forms > Product Sales.
If no form has been created yet, you'll be prompted to create your first one directly from this page.
You'll land on the form creation page, where step-by-step prompts will guide you through the setup.
1. General information
This section contains the key details that will be visible on your sales form.
Enter the name of your form here — this field is required.
A description and image are optional, but we highly recommend including them — they go a long way toward appealing to potential buyers. You can also add terms and conditions, terms of sale, or file attachments.
Don't worry — you can update any of this information at any time.
2. Pricing
This step is where you build your pricing structure using products and pricing tiers.
You must include at least one pricing option (with or without inventory tracking). You can also add optional add-ons (e.g., a choice of class or workshop).
For each pricing option, you must provide:
- the option name, which will appear on your sales form;
- the price: either a set price or free
Once your first pricing option is created, click + Create an option to add more.
Pricing types
- Product sales without inventory management (e.g., an online magazine subscription);
- Product sales with inventory management (e.g., t-shirts) — to learn more about inventory management, see our dedicated article Managing product inventory;
- Bulk Excel import of products;
- Optional add-ons (e.g., customizing a t-shirt);
- Free-text responses (e.g., the name to print on the custom t-shirt);
- File uploads (e.g., the logo to print on the custom t-shirt).
Once your product is set up, you can further customize your form under Settings > Forms & Ticketing, as described in the "What are the advanced options for the online shop?" section.
Pricing groups
If you offer a large range of pricing options, you can organize them into pricing groups to make the display clearer. For more details, see the article Managing pricing.
Discounts
You can add discounts to offer preferential pricing to certain buyers. How they work is detailed in the article Managing pricing.
3. Shipping options (optional)
Add one or more shipping options along with any associated fees.
4. Payment and confirmation
Payment methods
You can offer multiple payment methods to your buyers.
Online payments (one-time or installment) are collected through your E-wallet. To collect without restrictions and transfer funds to your organization's bank account, follow the steps described in E-wallet Verification.
If you manage your accounting in Springly, remember to use the cash deposit and check deposit modules to record check or cash payments in your bank account.
For more information about installment payments, see the following article: How installment payments work
Confirmation email
You can customize the message in the confirmation email — a great opportunity to add a personal thank-you note.
5. Publishing
The first question to ask yourself is: do you want buyers to be able to place orders on your sales form on their own?
If the answer is "yes" (which we recommend), choose one of the following two publishing options:
- Via a link
- Published on the website
Either option still allows you to add people manually.
If the answer is "no", select No online sign-up, then save — your sales form is ready, without online sales.
To understand the difference between an online form and an offline form, see the article Online form or offline form.
If you've opted for online sales, move on to the final settings.
Publishing via a link
Specify who can access the page:
- anyone with the link you've shared
- specific people based on custom rules (Community, Members, etc.). In this case, they must be logged into their account on your Springly platform.
You can also set availability dates for your sales form. Outside of those dates, people won't be able to purchase products through your form. Administrators can update the dates at any time.
Publishing on the website
The On the website option lets you publish the sales form on a page of your Springly website (e.g., a "Product Sales" page). For the form to be visible, the page hosting your form must be added to a site menu under Website > Menu and Pages.
You can also set availability dates for your sales form.
For the sales form to be accessible from your website, your site must be active (not in maintenance mode). You can manage this under Settings > Website.
How do I save and publish my sales form?
Once you've configured all sections, click Save.
The form's status will then appear as Published. You can change this status later by switching the form to Draft, Sales suspended, or Archived.
If the form fails to save, the section with the issue will be highlighted in red. Fill in the missing information and save again.
If you saved your sales form as a draft to check how it looks, go back to the Configuration tab, change the status from Draft to Published, and save again.
Then share your sales form link so buyers can order your products. You'll find it in the Distribution tab. That's also where you can publish the form on an external website by embedding it via an iframe.
What advanced options apply to the online shop?
You can fine-tune your sales form settings under Settings > Forms & Ticketing.
Only some of these options apply to the online shop; they are listed below.
Customize the information displayed on your forms
- limit the number of available products without managing inventory;
- restrict pricing options to specific groups in your community;
- link a sale to a specific accounting category.
For more details on the other options, see our article: Setting up automations between your forms and other features
Customizing the purchase flow
Customize the landing page shown after a membership, donation, event registration, or product sale is confirmed.
Springly offers a shopping cart feature. For technical reasons related to electronic invoicing, this shopping cart will be disabled as of January 1, 2026 and is no longer being maintained.
Comments
0 comments
Article is closed for comments.