Inline forms
An inline form is displayed in your store in a specific section on your theme, such as on a page.
After you create an inline form, you can change your form settings. These settings determine where on your store the form is embedded and how it's displayed.
On this page
Discount (optional)
The Discount setting determines whether a discount code is provided to your customer when they complete your form and reach the success step. To add a discount code, click Select discount, and then select an existing discount code or create a new discount code.
Form
The Form settings determine the content of your form.
| Setting | Description |
|---|---|
| Title | The title of the form, where you can provide an incentive or a call to action to join your newsletter. Maximum of 50 characters. |
| Content | The text displayed below the title. In this field, consider offering an incentive for signing up, as well as keeping it simple. Maximum of 100 characters. |
| Form Inputs | The information to be captured by the form. By default, the form captures the customer's first name and email address. To collect additional information, click Add new field. You can add or remove any of the following additional fields: First name, Last name, Birthday, Phone, or Email. To change the details of an input, such as whether the field is required to complete the form, click the field's name. To remove a field, click the removal icon (⊖) next to the field's name. Your form must include either Email or Phone as a required field. To create custom input fields for your form, click Add new field. |
| Button label | The text displayed on the submit button. The button should have a clear call to action, such as Sign Up, Subscribe, Submit, or Get my discount. Maximum of 25 characters. |
| Content disclaimer (optional) | Your disclaimer can include information such as telling your customers that by submitting their email address, they agree to receive marketing emails. Consider adding links to your store's terms and conditions or privacy policy. Maximum of 100 characters. |
Custom input fields
Custom input fields are stored as a metafield. When you add a custom field to your form, you need to give the corresponding metafield a name. After a metafield is saved, you can find it in your customer data metafields or company data metafields in your Shopify admin at Settings > Custom data > Customers. You can use this data to assess B2B company requests or to create customer segments.
The custom field can be any of the following data types:
- Single-line text: A short text field appropriate for a single sentence.
- Dropdown list: A list of options presented as a dropdown menu that the user can select one option from.
- Radio buttons: A list of options presented as a series of buttons that the user can select one option from.
- Multi-line text: A longer text field appropriate for a paragraph.
- Multiple choice: A list of options presented as a series of checkboxes. Unlike the Dropdown list and Radio buttons, users can select more than one response.
- Date: A specific date.
- Number: A single number.
Optionally, each type of field can have specific requirements set for it.
For example, if you want to create a field to capture the shoe size of your customers, then you can select the Number field and name the metafield Shoe Size. You can then set the field to accept values from 1-16.
Success
The Success settings determine the content that's displayed for your customer after they successfully complete a form.
| Setting | Description |
|---|---|
| Title | The title of the success section for the form, where you can provide confirmation that a customer has successfully signed up to your email list. For example, Here's your discount, VIP access starts now, or Thanks for signing up!. Maximum of 50 characters. |
| Content | The body of the success section for the form, where you can provide more details or highlight the benefits of joining your email list. For example, You're now the first to know about the latest drops and special offers. |
Styling
The Styling settings determine the appearance of your form. To change the colors or layout of an inline form, use the theme editor.
| Setting | Description |
|---|---|
| Typography | Choose the font that you want to use for your title and body text. |
Tags
The Tags setting determines whether tags are added to customers that successfully complete the form. To add a tag, enter it in the Find or create tags field.
Placement
The Placement setting determines where in your store the form is displayed.
| Setting | Description |
|---|---|
| Existing template | Click Copy to add the form to an existing section of your theme. After copying your form's Form ID, you can then add an app block in a template where you want the form be displayed. After you've added an app block in the theme editor, paste the ID that you copied into the Form ID field. |
| Landing page | Click Create to create a new page in your theme for your form. You can edit the name and URL for the new page, or use the default if you prefer, and then click Save. Click Done to continue editing your form settings, or Open theme editor to customize the page in the theme editor. After a page is created for your form, it can't be deleted from the Forms app. If you need to delete a page, then you can do so from the Shopify admin. |
Automations
The Automation setting lets you integrate your form with an existing marketing automation in Shopify Flow. You can connect to an existing automation, or create a new one.
Learn more about creating marketing automations in Shopify.