Form Builder
Form Builder
Section titled “Form Builder”The Form Builder lets you create fully custom data-collection forms that can be embedded in your Shopify storefront or shared as a direct link.
Creating a Form
Section titled “Creating a Form”- Go to Forms in the sidebar and click Create form
- Give your form a name — this also generates the public URL slug
- Add fields by clicking the + button or dragging field types onto the canvas
- Configure each field using the settings panel on the right
- Click Save to save your changes, or Publish to make it live
Form Structure
Section titled “Form Structure”Forms are organized into groups (sections) that each contain one or more fields. Groups help you break longer forms into logical sections.
Groups
Section titled “Groups”Each group can have:
- Title — Optional heading shown above the section
- Description — Optional text shown below the title
- Conditional visibility — Show or hide the entire group based on a customer’s answer to another field
Fields
Section titled “Fields”Each field has the following settings:
| Setting | Description |
|---|---|
| Label | The visible name shown to the customer |
| Placeholder | Hint text shown inside the input before the customer types |
| Help text | A short note shown below the field to guide the customer |
| Required | Whether the customer must fill in this field to submit |
| Options | For choice fields — the list of options the customer can pick from |
| Validation rules | Minimum/maximum length, or a custom pattern the input must match |
| Conditions | Show or hide this field based on answers to other fields |
| Shopify mapping | Link this field to a Shopify customer field or metafield |
Field Types
Section titled “Field Types”| Type | Description |
|---|---|
| Text | Single-line text input |
| Textarea | Multi-line text input |
| Email address with format validation | |
| Phone | Phone number input |
| URL | Web address input |
| Number | Numeric input |
Choice
Section titled “Choice”| Type | Description |
|---|---|
| Select | Dropdown with a single selection |
| Radio | Radio buttons for a single selection |
| Checkbox | Single checkbox (e.g. consent or agreement) |
| Checkbox group | Multiple checkboxes for selecting several options |
Date & Time
Section titled “Date & Time”| Type | Description |
|---|---|
| Date | Date picker |
| Time | Time picker |
| Date & Time | Combined date and time picker |
| Type | Description |
|---|---|
| Address | Structured address block (street, city, state, ZIP, country) |
| File upload | Lets customers attach a file |
| Heading | Display-only section heading |
| Paragraph | Display-only block of text |
| Divider | A horizontal rule to separate sections |
| Hidden | A field not shown to the customer — used to pass data automatically |
Conditional Logic
Section titled “Conditional Logic”Conditions let you show or hide a field or group only when certain criteria are met. Each condition is made up of one or more rules.
Match setting:
- All — Every rule must be true for the field to show
- Any — At least one rule must be true for the field to show
Available operators:
| Operator | Description |
|---|---|
| Equals | Value exactly matches |
| Does not equal | Value does not match |
| Contains | Value includes the text |
| Does not contain | Value does not include the text |
| Starts with | Value begins with the text |
| Ends with | Value ends with the text |
| Greater than | Numeric value is higher |
| Less than | Numeric value is lower |
| Is empty | Field has no value |
| Is not empty | Field has a value |
Form Settings
Section titled “Form Settings”Accessed from the Settings tab inside the form builder:
| Setting | Description |
|---|---|
| Success message | Text shown to the customer after they successfully submit |
| Redirect URL | Send customers to a specific page after submission instead of showing a message |
| Allow multiple submissions | If turned off, each email address can only submit once |
| Submit button label | Change the text shown on the submit button |
| Theme | Choose between a light or dark form appearance |
Embedding Your Form
Section titled “Embedding Your Form”Every form has a unique public URL and an embed snippet. To embed a form in your storefront:
- Open the form in the Form Builder
- Go to the Embed tab
- Copy the provided Liquid snippet and paste it into your theme where you want the form to appear
The snippet includes automatic height adjustment so the iframe fits the form without scrollbars.
If you want to limit logged-in customers to one submission, make sure the snippet includes the customer_id parameter — this is included in the generated snippet by default.
Shopify Customer Data Sync
Section titled “Shopify Customer Data Sync”Fields can be mapped to Shopify customer data. When a customer submits the form:
- Fields mapped to standard customer fields (such as first name, last name, phone, or email) update the customer record in Shopify
- Fields mapped to metafields write the value to the customer’s metafields in Shopify