How to add a form to a Shopify store

/ 4 min read
Eliza Frakes

Shopify Forms is the newest addition to the company’s already impressive line-up of built-in features. This snazzy new tool empowers you to create quick, branded pop-up forms right from your Shopify account. No coding or platform-hopping required.

Like any new tool, it can take some getting used to. In this post, we’ll walk you through how to get started with Shopify Forms, and go over the potential challenges you might face.

How to use Shopify Forms

If you’ve landed on this post, you probably already have a Shopify storefront. If you don’t, you’ll need to make one (and an account) to get started.

Step 1: Add the Forms app to your store

Once that’s settled, head to the Shopify App store to download the Forms app. You’ll be prompted to sign in and choose a storefront. Follow the prompts to download and install Forms.

Step 2: Create a new Shopify Form

Once it’s downloaded, Click Create New to start building your form. Choose a Floating or Display style to determine how your form appears on the page.

Shopify Forms uses a checklist approach to form building rather than a drag-and-drop or doc-style one. After choosing your form style, you’ll be prompted to fill out the various details of your form in a predetermined order.

Up first: the Teaser. If you check the box, this little blurb will appear as a pop-up (in a location of your choosing) and should entice them to open up the form.

Once customers click on the teaser, they’ll be greeted with your full fledged form: your title, questions, and any discounts you choose to connect.

Add your Title where prompted, connect a Discount if you like, and choose your Form Inputs from the list of supported options. There are only four to choose from: first name, last name, birthday, and email.

You can adjust the text on your submit button in the Button label text box, and include a consent message (to warn folks about marketing emails) if you choose.

Step 3: Customize and preview

Customize your confirmation message in the Success field, and adjust your color palette using the Style field. By default, Shopify Forms will use your storefront’s design to suggest form colours for you.

If you want, you can add a customer tag or an automation (like sending a welcome email with Shopify Email) in the final two form building fields.

You can preview individual sections of your form by clicking Preview at the top of the field. If you like what you see, all that’s left to do is head to your Shopify store editor, search for Forms under App Embeds, and toggle the switch to on.

Click Save, and you’re good to go.

The limitations of Shopify Forms

Shopify Forms is great at doing one thing: making a stylish email capture form for your Shopify store. If that’s all you need to do, you won’t have any issues. But if you’re looking for a little more versatility from your custom form builder, you’ll run into more than a few roadblocks:

  • You can't create multiple forms
  • You can only ask four questions
  • There's no conditional logic
  • No way to create other form types
  • There are limited form fields
  • There are few customization options

If you want to build customer feedback forms, surveys, multi-page contact forms, quiz funnels, or any other kind of data collection method, you’ll need to reach for another tool.

Get more versatility with Paperform

If you’re ready to upgrade from Shopify Forms, Paperform is the perfect next step.

It integrates seamlessly with Shopify, it’s easy to use, and it’s seriously robust. With over 27 field types to choose from and advanced features like Conditional Logic, Answer Piping and Calculations baked right in, your only limit is your imagination.

Embedding your forms is a breeze, too. After you’ve built your masterpiece and customised it to the nines, just click Share from the Paperform editor and select Embed.

You can place your Paperform anywhere on the page with an Inline embed, showcase it as in fullscreen, or make it a popup. Just copy the code you want, and paste it into your web builder of choice—Shopify or elsewhere. Easy peasy.

Unlike Shopify Forms, Paperforms can also be shared via direct link, on social media, or standalone as web pages of their own.

You can even list products and take payments directly with Paperform. It's not as full-featured as Shopify as an ecommerce tool, but if you're looking for a no-frills alternative that just works, it's a great solution.

If Shopify Forms isn’t giving you the versatility you need, Paperform can help. Give it a try yourself with a 14-day free trial, and see what our digital Swiss army knife can do for your online store today.

Related reading

About the author
Eliza Frakes
Paperform Contributor
Eliza Frakes is a freelance copywriter. When she’s not writing for the Paperform blog, she’s probably writing a play (or acting in one), swimming in the ocean, or taking her very cute dog on a hike.

Form a better life now.

Get your 14 day unrestricted trial
No credit card needed.
10 standout UX design portfolio examples to inspire your own

Our top tips for creating an eye-catching UX design portfolio that helps you stand out.

How to sign a document on iPhone (5 easy steps)

Learn how to effortlessly sign documents and photos on your iPhone with our quick, easy guide. Perfe...

How Little Wings Farm eliminated admin headaches with Paperform

With Paperform, Little Wings Farm gives customers power over their own weekly produce boxes. Here’s ...

How freelance writer Kat Boogaard balances work and life

Wherein freelancer Kat Boogaard juggles word-smithing and mom life on a quest for work-life balance....