Describe your products, audience, sample rules, and fulfillment process. Makeform creates an online form for product choices, qualification, shipping addresses, consent, and follow-up preferences.
Route sample requests to email, Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a starting prompt, tailor it, and send it to the Makeform builder. Each example is editable.
Audience
Shoppers requesting one launch-size sample
Format
Mobile request form with variant and address selection
Prompt size
290 chars
Example form structure
Mobile request form with variant and address selection
Name, email, and mobile number
Which sample variant would you like?
Tell us about your preferences
Where should we send the sample?
May we send product updates?
Suggested routing tags
Eligible requests
Needs review
Ready to fulfill
Use separate street, unit, city, region, postal code, and country fields so fulfillment receives structured shipping data.
Step 1
Request
prospect chooses a sample
Step 2
Qualify
team reviews eligibility
Step 3
Fulfill
address enters the shipping queue
Step 4
Follow up
consented prospects receive next steps
Why use an online request form
Messages show interest but often omit the product, qualification context, or structured address. One form gives marketing and fulfillment the same record.
Ask about use case, business type, volume, location, or timing. Conditional follow-ups gather context only from relevant requesters.
Controlled product choices, separate address fields, and required answers give fulfillment consistent delivery information.
Tag requests by campaign, product, or review state, then route them to qualification, packing, and follow-up teams.
Sampling programs
Choose the closest campaign model, then edit product rules, fields, and confirmation copy.
Mobile requests for variants, preferences, delivery details, and optional marketing permission.
Company, role, volume, application, and buying timeline with the sample request.
Product selections, store footprint, territory, channels, and delivery notes.
QR-friendly requests with source, event code, audience fit, and product choice.
Build the workflow
Define the offer and rules, then generate, test, publish, and route the form around your fulfillment process.
Name the products, eligible audience, shipping regions, quantity policy, and useful prospect context.
Require product and address fields, add audience-specific questions, and keep marketing consent separate.
Test unit numbers, unsupported regions, duplicates, unavailable products, and missing qualification data.
Share or embed the form, route submissions, and explain review and next steps in the confirmation.
Request intake options
A useful intake method produces consistent product, qualification, permission, and delivery data.
Field guide
Use these six field groups to connect campaign intent with practical qualification, shipping, consent, and follow-up. Remove questions that your team will not use.
Prospect identity
Collect only the contact and organization details needed for review, fulfillment, and follow-up. B2B offers may need a company profile; consumer offers may need only a name and email.
Product selection
Offer only available samples through controlled choices. Explain quantity and availability beside the selection.
Qualification
Each qualification field should support a review rule or useful segment. Ask about need, channel, volume, or timeframe only when the answer affects action.
Shipping
Split address data into exportable fields. Include recipient and delivery notes, and state eligible regions before submission.
Permission and notices
Explain how request data is used and link to your notice. Keep optional promotional permission distinct from fulfillment information.
Routing and confirmation
Capture campaign source, apply review labels, and distinguish submission from fulfillment. Set a next step without promising approval or delivery.
Related tools
Connect sample intake with lead capture, product questions, address collection, and post-trial feedback using related Makeform tools.
FAQ
Practical answers for marketers planning qualification, fulfillment, and follow-up.
It lets prospects request a product sample while providing contact, product, qualification, shipping, and communication details. Makeform supports unlimited free forms and responses, giving marketing and fulfillment a shared record.
Start with name, email, product choice, and separate address fields. Add useful qualification questions such as intended use, company type, volume, or timeframe. Include delivery notes, campaign source, and separate promotional consent when needed.
Ask everyone only for essentials, then show conditional follow-ups by product or audience. Consumers can skip wholesale questions while retailers see location count and opening-order fields. Remove answers your team will not use.
Present controlled product choices, explain quantity rules, and use validation or conditional paths. Clarify that submission does not mean approval or shipment when inventory and eligibility need review.
Use separate recipient, street, unit, city, region, postal code, and country fields. Require essentials, request useful delivery notes, and state eligible regions before the address section.
Keep them separate. A fulfillment acknowledgment should describe that purpose; optional marketing permission should name the follow-up channel or content. Use links and wording supplied by your organization.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and collect sample requests without a response cap. The paid tier removes the Makeform badge.
Confirm receipt, explain any availability or eligibility review, and state how next steps arrive. Avoid promising approval or delivery dates your process cannot support.
Move sample requests out of the inbox.
