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How to Build a Shopify Form

Forms are an essential element to any Shopify store. And some Shopify themes come with a contact form, but if you want to customize your forms or use forms for other things—like list building or gathering customer feedback—you need to work with a developer or use a third-party app.

The easiest way to launch custom forms on your Shopify store is to use a form builder app like ConvertFlow that integrates with Shopify and other essential tools in your tech stack.

Designing and launching Shopify forms with ConvertFlow is easy with the drag-and-drop builder—no coding required.

Create your own Shopify forms with this step-by-step guide.

Step 1: Choose a template for your Shopify form

ConvertFlow’s form template library is full of customizable templates for different use cases and goals. You can also add a Shopify form to any template if you’d rather browse popup or landing page templates.

You can build:

  • Email & SMS opt-in forms to grow your subscriber lists
  • Contact forms to help customers connect to customer support
  • Feedback forms to understand your customers better
  • And more

Choose the template that best suits your needs. Then click “Use this Template.” Follow the instructions on-screen to create your free ConvertFlow account, or log in if you already have one.

We’ll use a simple email opt-in form template today, but you’ll follow a similar process no matter your use case:

💡 Need some inspiration before you get started? Check out 6 Shopify Form Examples to see what other ecommerce brands are doing.

Step 2: Select your campaign format

Depending on the template you choose, you’ll be offered multiple formats you can use to create your campaign—like landing pages, popups, sticky bars, and embeds:

Campaign format options in ConvertFlow. For this template, we have a choice of landing page, hook popup, embedded CTA, and overlay popup.

In our case, we want to add a form to an existing Shopify page, so we’ll choose “Embedded CTA.”

Step 3: Customize your Shopify form’s theme

From there, you’ll land in the builder with your chosen template ready to customize:

The ConvertFlow builder with our chosen template in it

Before you edit any of the content, we recommend setting your campaign’s theme. That way, every element across your campaign will match without you having to edit every one individually. Plus, any new elements you add will follow your theme, too.

As you then edit your campaign’s content, you can change the style of specific elements for more customization, which will override any theme-level settings.

To edit your theme, click “Theme” in the right-side panel.

Theme settings menu in ConvertFlow

Every element type has a collapsible menu where you can set colors, fonts, sizing, and more.

For example, if we click “Buttons,” we can update the color to match our brand colors:

Button theme settings in ConvertFlow

Continue customizing each element’s theme to match your brand style and any aesthetic preferences you have for your Shopify form.

Step 4: Edit your form’s content

With the design set, now you can update your form’s content. You’ll want to customize your Shopify form’s:

  • Images
  • Copy
  • CTA
  • Form fields
  • Etc.

To make changes to an element, just click on what you want to change and the side panel will show you all the options you have to customize it.

For example, let’s say we want to add an extra field to our form.

If we click on the form, there are several predefined fields we can toggle on and off:

Form fields in ConvertFlow

Or we can click “Add Field” to define a field of our own.

Let’s add a birthdate field.

Exactly how this works depends on which integration you’re using. Read more on how to map fields to different integrations in the help docs. We’ll use Klaviyo as an example here.

When we click “Add Field,” a new form field will appear in the list. Click the pencil icon to edit it.

A popup will appear to walk you through defining your new field. Under “Map To Custom Field,” select “New Field Name +”

New field name dropdown in custom field settings

Give your field a name—this is a descriptive name for your back end.

Custom field name

Then define your:

  • Field Type: For example if you want a text field, dropdown, or checkbox
  • Field Label: To caption the field
  • Field Placeholder: This is the content a site visitor will see in the form. This can be an example of the format you’re looking for or a descriptor.
Custom field settings

Additionally, you can define a character minimum/maximum, make the form prefilled with content or a selection, and make the field required.

Click “Done” when you’re satisfied.

Now our new field appears in the form 🎉

The updated Shopify form with the custom field added

Want to add other elements that aren’t in the template? Just click the “Add Element” button at the top of the builder and choose one to drag into place:

Add element button in ConvertFlow

There are tons of options to choose from like timers, product elements, progress bars, and more.

To delete an element, just hover over the item you want to delete and click the trash icon that appears:

Trash icon that appears when hovering over an element in ConvertFlow

👉🏿 Learn more about ConvertFlow’s drag-and-drop builder.

Step 5: Connect your Shopify store

Integrating Shopify with ConvertFlow will make it easy to launch your Shopify forms—as well as any other campaigns you build in ConvertFlow.

Plus, integrating with Shopify will allow you to pull in product and customer information to personalize your campaigns if you'd like. 🤩

To connect Shopify, just go to your website’s dashboard in ConvertFlow. Then click “Settings” and then “Integrations” in the left-side menu.

Find Shopify from the list of integrations and click “Connect”:

The integrations menu in ConvertFlow, highlighting Shopify

You'll be brought to the Shopify app store. Now click "Add app" on the ConvertFlow app page and follow the on-screen instructions to integrate your store with ConvertFlow.

The ConvertFlow script will be added to your store automatically.

Step 6: Add form integrations

When using forms on Shopify, you’ll need a place for that data to go so you can use it—whether that’s your email/SMS software, CRM, or helpdesk.

To do this, select any of the forms in the ConvertFlow builder and click “Manage Actions” in the side panel:

Manage actions button that appears when clicking on a form

Then, click “Manage integrations” and find the software you want to connect to in the integrations menu.

Since ours is an email form, we’ll integrate with Klaviyo.

Klaviyo highlighted in the integrations menu

Click “Connect,” then follow the on-screen prompts to complete the integration process.

Step 7: Link form inputs to your database

With your software of choice connected, you’ll want to set up an automation to push form submissions to that software.

We’ll use Klaviyo again as an example, but it’ll be a similar process for other integrated tools.

After you’ve connected your software, you’ll be brought back to the “Manage Actions” window. Click “Add Automation”:

Add automation button in the "Manage Actions" modal

Then, select the automation type. You’ll have a variety of options depending what tools you have connected.

In our case, we want to add new subscribers to a list in Klaviyo. So we’ll choose “Klaviyo - Add to list” and choose which of our Klaviyo lists we want to add the shopper to:

Klaviyo newsletter automation

Then, click “Create Automation.”

Click “Done” and all form submissions will now be added to Klaviyo. 💃

Repeat this with forms in any additional steps of your campaign. The template we chose has a second step with an SMS form. So we’ll go through the same process, this time choosing an SMS subscriber list instead.

Step 8: Update button actions

Depending on the template you choose or additional steps you add to your campaign, you may have a final confirmation message or CTA to guide shoppers after they submit the Shopify form.

You can make that final step anything you want, whether that’s a simple confirmation message, description of next steps, or an invitation to shop your store.

The template we chose prompts new subscribers to take a product recommendation quiz:

Final step in the campaign for our chosen template featuring a "Take Quiz" button

This is a great idea for welcome offer forms like this, so you don’t leave shoppers hanging.

Let’s assume you have a quiz and connect that button to the quiz campaign. The process will be similar if you want to connect to a different page or campaign.

So select the button in the campaign builder. Then, click “Manage Actions.”

In the modal that pops up, leave the Default Confirmation Action Type as “Redirect to a URL.” Then, add your quiz’s URL:

Manage Actions panel in ConvertFlow filled out to direct shoppers to a quiz URL

Click “Done.”

👉🏽 No quiz yet? Learn how to set up ecommerce quizzes in the product quiz playbook.

Now every step of your Shopify form campaign is set up. 🥳

Step 9: Preview your Shopify form

When you’re happy with your campaign, save and publish your changes. Then click “Preview” to see your Shopify form in action.

The campaign preview screen in ConvertFlow

On this page, you’ll be able to test out your form just like a shopper would on your website. The only difference is, automations won’t run. So you can add your email address and submit the form without triggering the Klaviyo automation.

Step 10: Launch your Shopify form

When you’re happy with your campaign, click “Launch.”

Depending on the campaign type you chose, you’ll have different targeting options:

  • Popups and site messages: You can set which pages and visitor segments see your popup
  • Embeds: Copy the embed code and paste it onto the Shopify page you want to add it to. If you want to display your embed to specific visitor segments, you can use an area snippet instead to choose where it displays and to which visitor segments.
  • Landing pages: Since landing pages are standalone pages on your website, you’ll just see a URL that you can customize. Then, link to that URL wherever you’d like (e.g. your site menu, in emails, or on specific pages).

Here’s what the launch page looks like for an embedded form:

The launch page for campaigns in ConvertFlow

If you want to target your campaign to specific audiences or pages, choose which area of your site to display your campaign, or define your own.

Then choose targeting conditions based on page or audience attributes. For example, we can have the campaign show in the sidebar of all our blog posts for only visitors who aren’t subscribed to our Klaviyo email list:

Targeting conditions for an embedded campaign in ConvertFlow

👉 Learn more about creating visitor segments and targeting options in ConvertFlow.

With your targeting conditions set, toggle the campaign activation switch to make it live:

Activation toggle to turn a campaign on in ConvertFlow

Congrats! Your Shopify form is live 🚀

Create Shopify forms with ConvertFlow

ConvertFlow makes building Shopify forms easy. It gives you the flexibility and advanced functionality to create forms for different marketing campaigns and customer service uses.

Beyond growing your subscriber list like we did in this guide, you can also create Shopify forms to:

  • Gather customer feedback
  • Launch signups for new product releases or special events
  • Help shoppers contact your support team
  • And more

Plus, you can split-test an unlimited number of variants to tweak your Shopify forms and find the best performing versions

Ready to build your own Shopify form? Create a free ConvertFlow account to get started.

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