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Submitting a Product Inquiry

How your customers can use the "Contact for Info" button to ask about custom orders, pricing, or special requests for specific products.

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How your customers can use the "Contact for Info" button to ask about custom orders, pricing, or special requests for specific products.

Overview

Some products aren't a simple "add to bag" situation — maybe a customer wants a custom cake for a birthday, a bulk cookie order for an event, or just has questions before committing. That's where product inquiries come in. When you set a product's call-to-action to Contact for Info, customers can fill out an inquiry form right from the product page. You'll get an email with all the details, and the inquiry shows up in your admin orders list so you can build a quote and follow up.

How It Works from the Customer's Side

1. Find the product

When a customer browses your site and taps on a product that's set to "Contact for Info," they'll see a Contact for Info button on the product detail page instead of the usual Add to Cart button.

Product detail page showing the Contact for Info button

2. Open the inquiry form

Tapping Contact for Info opens a Product Inquiry panel. The form includes:

  • Name — The customer's full name
  • Email Address — So you can follow up
  • Phone Number — Their phone number (all three are required)

If you send text messages to customers, there's also an optional checkbox under the phone number where they can agree to receive order-related texts. It starts unchecked.

If you've set up an inquiry template for the product (like "Simple Custom Order" or "Custom Cake"), the form will also include extra fields specific to that template — things like "What are you looking for?", "Quantity", and "Allergies or dietary restrictions." Without a template, customers get a single Inquiry box to type their question.

At the bottom, a Subscribe to our newsletter for updates and special offers checkbox is ticked by default, and a short summary of the product reminds them what they're asking about.

Empty product inquiry form with name, email, phone, and custom template fields

3. Fill out and submit

The customer fills in their details and any template questions, then taps Submit Inquiry.

Filled-out inquiry form with customer details and custom order information

4. Confirmation screen

After submitting, the customer sees an "Inquiry Submitted!" confirmation with a green checkmark, thanking them for their interest in the product. A What's Next? list tells them to check their email for confirmation, that you'll contact them with more details, and to reach out with any other questions.

Inquiry submitted confirmation screen with checkmark and What's Next list

What Happens After the Inquiry

The customer gets a confirmation email

Right away, the customer receives an email confirming their inquiry was received. The subject line includes their inquiry number (e.g., "Product Inquiry Confirmation - I-260215-001"). The email shows the product they inquired about, their answers to any template questions, and your auto-reply message.

You can customize the auto-reply message customers receive under Website Settings > Auto-Reply Templates > Product Inquiry.

You get a notification email

At the same time, you receive an email with the subject "New Product Inquiry [inquiry number] from [Customer Name]." This email includes:

  • The inquiry number and date
  • Customer's name, email, and phone number
  • The product they're interested in
  • All their answers to your template questions
  • A note that you can reply directly to the email to contact the customer

The inquiry appears in your admin

The inquiry also shows up in your Orders list in the admin panel under the New status filter. You'll see it listed with the customer's name, inquiry number, and a Build Quote button so you can start putting together pricing.

Admin orders list showing the new inquiry with Build Quote button

Tapping on the inquiry opens a detail view with all the customer's information, their inquiry answers, and options to build a quote, add internal notes, or track payment status.

Admin inquiry detail view showing customer info, inquiry answers, and Build Quote option

Tips

  • To set a product to "Contact for Info," edit the product in your admin and under Call to Action choose Contact for Info instead of Add to Cart.
  • You can choose an Inquiry Template when setting up a "Contact for Info" product. Templates like "Simple Custom Order," "Custom Cake," or "Bulk / Event Order" add relevant questions to the form so you get the info you need upfront.
  • Product inquiries show up alongside regular orders in your admin, but with a Build Quote action instead of the usual order status flow. This lets you put together custom pricing before the customer pays.
  • Customize the auto-reply customers receive after inquiring by going to Website Settings > Auto-Reply Templates and selecting the Product Inquiry tab.