Settings for both popup and inline forms

When you create a form, the following sections display on the Create form page for both popup and inline forms:

  • Form
  • Success
  • Tags
  • Email notifications
  • Automations and workflows

Learn more about the specific settings that you can configure for popup and inline forms.

Settings that apply to both popup and inline forms

The following table describes the sections included on the Create form page for both popup and inline forms, and which settings you can configure in each section. Learn more about creating a form.

Settings that apply to both popup and inline forms.
SectionDescription
FormThe settings in the Form section determine the content of your form, such as the title, text, and inputs. Learn more about Form settings.
SuccessThe settings in the Success section determine the content that's displayed to your customer after they successfully complete a form. Learn more about Success settings.
TagsThe Tags setting determines whether tags are added to customers that successfully complete a form. To add a tag, enter it in the Find or create tags field. Learn more about using customer tags.
Email notificationsThe Email notifications setting lets you determine whether to send an email to the store owner for each submission to a form.
Automations and workflowsThe Automation and workflows 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.

Form settings

The following settings can be configured in the Form section of your popup or inline form.

Settings for the form section of your form.
SettingDescription
TitleThe title of the form, where you can provide an incentive or a call to action to join your newsletter. Maximum of 50 characters.
ContentThe 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.
FieldsThe information to be captured by the form. Learn more about managing form inputs.
Button labelThe 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.
Consent 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.

Manage form fields

By default, forms capture the customer's first name and email address. In the Fields section of your form, you can add or remove fields to customize the information that you collect from customers.

  1. Follow the steps to create a form.
  2. In the Fields section, take any of the following steps to manage your form fields:
    • To add a new field, click Add new field. Select and configure the field that you want to add, and then click Done.
    • To remove a field, click the removal icon (⊖) next to the field's name.
    • To edit the details of a field, such as whether the field is required to complete the form, click the field's name. After you make your changes, and then click Done.
  3. Configure your other form settings, and then click Save.

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 settings

The fields that you need to complete in the Success section depend on the Confirmation behavior that you select:

  • Show message displays a message to your customers after they submit a form.
  • Redirect to another page redirects your customers to the page of your choice after they submit a form.
Settings for the Success section of a form.
SettingDescriptionConfirmation behavior
Discount (optional)The Discount setting lets you select a discount code to display to customers after they complete your form and reach the success step.
TitleThe 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.Show message
ContentThe 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.Show message
Redirect URLThe URL that you want to redirect your customer to after they complete a form. For example, a "Thank you" page that provides email subscribers with a special perk, or a "Next steps" page for new B2B customers.Redirect to another page
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