Form · Customer success

Customer inquiry form template

Made for businesses that sell something: each topic asks for the one detail your team would otherwise reply to ask for. A product question asks which product and how close the person is to buying, a delivery question asks where it's going, and an order, return or account question asks for the order number. Only people who want a call are asked for a phone number.

12 questions~3 min to answer2 branches
customer inquiry formproduct inquiryorder inquirycustomer questionsshop enquiry form
Use this template

Try it live

Try it as a respondent

Every question, and where it leads

The conversation

What a respondent is asked, in order.

Hi! Ask us anything about our products or your order.

1

What's your name?

Short text · required
2

And your email address?

Email · required
3

What's your question about?

Single select · requiredsplits the flow
4

Which product are you asking about?

Short text · requiredif topic is A product: sizes, specs or stock
5

A link to it, if you have one handy

Website · optionalif topic is A product: sizes, specs or stock
6

Which town or country would it be delivered to?

Short text · requiredif topic is Delivery times and costs
7

How close are you to ordering?

Single select · requiredsometimes asked
8

Your order or account number

Short text · optionalsometimes asked
9

What would you like to know?

Long text · required
10

A photo or screenshot that would help us answer?

File upload · optional
11

How should we reply?

Single select · requiredsplits the flow
12

What number should we call?

Phone · requiredsometimes asked

Ends with

Question received 📬

The flow

Where each answer leads. Every route here is editable once the form is yours.

A labelled route is taken only by answers matching the label

What this template uses

  • Short text
  • Email
  • Single select
  • Website
  • Long text
  • File upload
  • Phone
  • 7 branches

Questions to consider

  • Which topics go to different people, such as the shop floor, the warehouse or customer service?
  • Where do customers find their order number, so the hint under that question points them to it?
  • Do you actually offer phone replies? If not, remove the last two questions.
  • Which product questions come up so often that the answer belongs on the product page?

How to use the responses

Answer anyone who is ready to order first: a quick, specific reply to a product question is often the difference between a sale and a lost one. Order and return questions arrive with the order number, so look it up before you reply. Every few weeks, read the product questions together and add the answers people keep asking for to the product pages.

How to customize and share it

  1. 1Rename the topics to match what you sell and how your team splits the work.
  2. 2Edit the ending to give a realistic reply time for your team.
  3. 3Embed the form on your product and contact pages, or link it from order confirmation emails.

Frequently asked questions

What is a customer inquiry form?

A form shoppers and customers use to ask a question about a product, a delivery or an order. It collects the question together with the product or order it's about, so your team can answer in one reply.

What's the difference between an inquiry and a complaint?

An inquiry is a question, like whether something is in stock or when it will arrive. A complaint says something went wrong and asks for it to be put right, so it needs different questions.

Should I ask for a phone number on an inquiry form?

Only when someone wants a call. This form asks for a number only after the person chooses a phone reply.

Where do inquiries go once they're submitted?

Every inquiry lands in your dashboard, where you can read it, filter by topic and export everything to CSV.

  • Client onboarding form

    Form · Customer success15 questions~5 min

    Everything you need from a new client before kickoff, asked in the order a good project lead would.

    client onboardingclient intakeagency onboarding
  • Bug report form

    Form · Customer success19 questions~4 min

    Reproducible bug reports instead of "it's broken".

    bug reportbug trackerissue reporting
  • Customer complaint form

    Form · Customer success13 questions~4 min

    For shops and service businesses: a complaint about a purchase, with the order and the fix the customer wants.

    customer complaint formorder complaintproduct complaint
  • Customer service request form

    Form · Customer success15 questions~3 min

    One form for every kind of service request, with the right follow-up questions for each.

    service requestcustomer service formrepair request
  • FAQ form

    Form · Customer success8 questions~3 min

    Collect the questions your FAQ doesn't answer yet, in your customers' own words.

    FAQ formhelp center feedbackknowledge base
  • GDPR data removal request form

    Form · Customer success12 questions~4 min

    A clear route for right-to-erasure requests, with enough detail to find the records.

    GDPRdata deletion requestright to erasure

Ask like a person. Watch them finish.