How To Add Custom Forms in Shopify [Without Code]

Custom forms are an excellent way to collect valuable information from your customers, such as feedback, inquiries, or specific details for orders. In this blog post, we will guide you through creating custom forms in Shopify, step by step. By the end, you’ll know how to add custom forms, create discounts for form submissions, and even add pop-ups to enhance your store’s interactivity.

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Step 1: Install the Shopify Forms App

To create custom forms in Shopify, start by installing the Shopify Forms app or a third-party app like BigBulk Discount. Here’s how:

1. Log in to your Shopify Admin Dashboard.
2. Navigate to Apps from the sidebar menu.
3. Click Shopify App Store and search for “Shopify Forms” or your preferred app.
4. Install the app and grant the necessary permissions.

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Step 2: Create an Inline Custom Form

Inline forms are embedded directly onto your store pages. Follow these steps to create one:

1. Open the installed forms app from your Shopify dashboard.
2. Click Create New Form and select the Inline Form option.
3. Add custom fields to your form:
   • Text Fields: For customer names or custom inputs.
   • Checkboxes: To let customers agree to terms or select options.
   • Dropdowns: For multiple-choice questions.
   • File Uploads: For uploading files like images or documents (if supported by the app).
4. Customize the labels, placeholders, and required fields for each input type.
5. Save your form and copy the generated embed code.

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Step 3: Add the Form to Your Shopify Store

1. Go to Online Store > Themes in your Shopify dashboard.
2. Click Customize next to your current theme.
3. Navigate to the page where you want to place the form (e.g., Contact Us).
4. Add a custom HTML section and paste the embed code from your forms app.
5. Save the changes and preview your store to ensure the form appears correctly.

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Step 4: Set Up Discounts for Form Submissions

Encouraging customers to fill out forms by offering discounts is a great strategy. Here’s how to set it up:

1. Go to Discounts in your Shopify Admin.
2. Click Create Discount and choose a discount type (e.g., percentage off or fixed amount).
3. Set the conditions, such as applying the discount only after a customer submits the form.
4. Share the discount code in the confirmation message or email sent after form submission.

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Step 5: Test Your Custom Form

Before making the form live, test it to ensure it works as expected:

1. Visit the page where the form is embedded.
2. Fill out the form and check if the submission goes through.
3. Verify if customer data is being saved in the forms app or the Shopify admin (under Customers or Marketing).
4. Test the discount code to ensure it applies correctly.

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Step 6: Create a Pop-Up Form

Pop-up forms are great for capturing attention and gathering leads. Follow these steps to create one:

1. Open your forms app and select Create New Form > Pop-Up Form.
2. Customize the pop-up design:
   • Add fields similar to the inline form (text fields, checkboxes, etc.).
   • Use an eye-catching headline and call-to-action.
   • Include a close button for easy dismissal.
3. Set display rules:
   • When the pop-up should appear (e.g., after 5 seconds, on exit intent).
   • Who should see the pop-up (e.g., first-time visitors, all users).
4. Save and activate the pop-up form.

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Step 7: Test the Pop-Up Form

Testing ensures your pop-up works as expected:

1. Visit your store and trigger the pop-up based on the display rules.
2. Fill out the form and check the submission process.
3. Ensure the form doesn’t block navigation or affect the user experience.

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Step 8: Troubleshoot Common Issues

If you encounter any issues, here are some solutions:

• Form not displaying: Ensure the embed code is correctly added to your theme.
• Pop-up not triggering: Check the display rules and activation status.
• Data not saving: Verify the app’s integration with Shopify and permissions.

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Conclusion

Creating custom forms in Shopify is a powerful way to engage customers and collect valuable data. Whether you’re using inline forms or attention-grabbing pop-ups, these tools can enhance your store’s functionality and user experience.

By following this step-by-step guide, you’ll be able to implement forms that not only look great but also drive conversions. Start experimenting today and see how custom forms can make a difference in your Shopify store!