If you're looking to let users select and request specific courses—whether for purchase, trial, or as a gift—custom order forms are the way to go. With the LearnWorlds Form Builder, you can create flexible forms that collect course preferences and help you follow up manually with personalized offers or access.
To save you time, we have created helpful templates on specific use cases, while creating a Course or Marketing Form that will help you get the most out of this question type.
What Is a Custom Order Form?
A custom order form allows your users to browse through your course offerings and select the ones they’re interested in—without making a payment on the spot.
These forms act as a request tool that notifies your team so you can:
- Manually handle payments or invoicing
- Provide course access at a later stage
- Tailor the offer based on the user’s selection
When Should You Use a Custom Order Form?
Below, we present the range of use cases and scenarios where this question type can be effectively applied:
- Custom Order
- Seat Order
- Trial Request
- Gift a Course
Custom Order
The course list question type can be used in forms to create custom order forms that allow users to select and order one or more courses. The payment, if one is needed, is not completed from within the custom order form. The form acts as a communication initiator between the school and the user who ordered the courses. The payment needs to be managed at a later stage, and the admin will provide access to the products manually.
Seat Order
The Seats Offering is a B2B toolkit product that enables your customers to sell multiple courses to a group of users. The customer can order Seats, select the courses they wish to be included in the Seat, and set the user limit. The school admin can send a quote back to the customer.
Trial Request
You can offer your customers the possibility to request a sample of your courses or a trial period before purchasing the course. This way, after arranging further the details with the customer, you can, for example, clone your existing course, make the cloned course a private one, manually enroll the customer to the private cloned course, and add an expiration date. This way, the customer will be able to access the course for a trial time period to decide if they want to purchase.
Gift a Course
The customers can show interest in courses and share their budget and project needs, hence, the school owner will collect this data to get back to the customer and confirm if they can build this course project, how much it costs, etc.
Build a Custom Order Form
Create a new form. Navigate to Marketing → Marketing Forms → Create a Form and choose the Order option. From there, you can choose one of the available premade options.
In case you want to edit an existing form, you should use the Course list question type that allows your clients to choose products from a list like a multiple-choice option.
Edit the Course List Question Type
Once your activity is ready, you can add and customize the form's questions. The Courses question type has different settings:
- Required: Enabling this setting makes the question required. If a user tries to submit the form without having answered a required question, then are taken to that question with a relevant error message.
- Hide from player: This option allows the question's presence in the form; however, it hides it from the user.
- Show Courses:
- You can show your courses so the users can select the ones they wish to order.
- Include Private Courses: Private courses are practically “hidden” courses, accessible only to users who have been enrolled in them. This type of course remains unpublished in your course catalog but you can make them available for a custom order, e.g., if you offer corporate training and wish to keep courses unpublished or if your educational program includes premium courses for a specific user group. After arranging it with the customer who expressed interest, you can Sell or Give Access to Private (unlisted) Courses.
- Appearance: Select to show the image, description, price of the course cards, or a summary widget.
- No. of cards loaded: Select how many cards will be loaded per page.
- Load more: Add a local more button and modify its appearance.
- Exporting to PDF can be useful if you want to share the custom order form outside LearnWorlds, e.g., via email or even in print.
- In both Marketing & Courses Forms, you can add tags to users who submitted the form.
- For Marketing Forms, you can also choose whether to save data like name and email in your Leads from pages page.
Review Form Responses
Once your form is live, you can check all submitted responses in one place. In this article, you will find more information on how to access and review the responses from forms. You should:
- Navigate to the Responses Page in your admin dashboard
- View all submissions. You can see each submission separately, download the answers report, or delete it.
If needed, you can Export data as .CSV or .XLS files to collect all the submissions or optionally delete all responses.
