Forms

Create custom forms to collect information from your customers. Forms can be used for contact requests, feedback surveys, custom checkout fields, application forms, and more.

Overview

The Forms feature allows you to build and embed custom forms directly into your storefront. Collect structured data from customers, analyze responses, and export submissions to CSV. Forms support multiple field types, scheduling, submission limits, and spam protection.

Key Features:

• Drag-and-drop form builder with 8 field types
• Schedule forms to open/close automatically
• Set submission limits to cap responses
• Require customer login for authenticated submissions
• reCAPTCHA integration to prevent spam
• Export submissions to CSV
• Visual analytics for select/radio/checkbox fields
• Custom styling or inherit your theme

Creating a Form

Navigate to Dashboard > Forms and click Create Form.

Basic Information

Field	Description
Form Name	Internal name for your form (e.g., "Contact Us", "Beta Application")
Description	Brief description of the form's purpose (optional)
Success Message	Message shown to customers after successful submission (default: "Thank you for your submission!")

Adding Form Fields

Click the field type buttons to add fields to your form. Fields can be reordered using the up/down arrows.

Available Field Types

Type	Description	Use Cases
Text	Single-line text input	Name, username, short answers
Email	Email address with validation	Contact email, account email
Number	Numeric input only	Age, quantity, phone number
Textarea	Multi-line text area	Comments, feedback, descriptions
Dropdown	Single selection from list	Country, category, priority level
Checkbox	Multiple selections	Interests, features, agreements
Radio	Single choice from options	Yes/no, rating scale, preferences
Date	Date picker	Birth date, event date, deadline

Field Configuration

For each field, configure:

• Label - Display name shown to customers (e.g., "Your Email Address")
• Field Name - Internal identifier with no spaces (e.g., "email_address")
• Placeholder - Hint text inside the input field (text/email/number/textarea only)
• Options - For dropdown/checkbox/radio fields, add multiple options with labels and values
• Required - Check to make the field mandatory

Field Names

Field names are automatically sanitized to lowercase with underscores. They must be unique within the form and are used when exporting data.

Status & Access Settings

Control who can access your form and when:

Setting	Description
Active	Enable/disable the form. Inactive forms cannot receive submissions
Require Login	Only allow logged-in customers to submit the form
Enable reCAPTCHA	Add Google reCAPTCHA protection to prevent spam submissions

reCAPTCHA Configuration

reCAPTCHA must be configured in your store settings before enabling it on forms. Navigate to Settings > Integrations to add your reCAPTCHA site key and secret key.

Schedule

Set when your form opens and closes:

• Opens At - Form becomes available at this date/time (leave blank for always open)
• Closes At - Form stops accepting submissions at this date/time (leave blank for no end date)
• Submission Limit - Maximum number of submissions allowed (leave blank for unlimited)

Form Status:

• Active - Currently accepting submissions
• Scheduled - Will open at a future date
• Closed - Passed the closing date
• Full - Reached the submission limit
• Inactive - Manually disabled

Styling Options

Choose how your form appears on your storefront:

• Inherit Theme Styling - Form matches your store's theme colors and styling
• Custom Styling - Override with custom colors:
  • Background Color
  • Text Color
  • Accent Color
  • Button Color
  • Button Text (default: "Submit")

Managing Submissions

View and manage form responses from Dashboard > Forms > click a form > View Submissions.

Viewing Submissions

The submissions table shows:

• Submission ID
• First 4 field values (text, email, number, select, radio, date types prioritized)
• Customer email (or "Guest" for anonymous submissions)
• Submission date and time

Click View on any submission to see the full response with all field values and IP address.

Filtering Submissions

Filter submissions by:

• Search - Search across all field values
• Date From - Show submissions after this date
• Date To - Show submissions before this date

Click Clear Filters to reset.

Exporting Data

Click Export CSV to download all submissions as a spreadsheet. The CSV includes:

• All form fields as columns
• Customer email
• IP address
• Submission timestamp

Perfect for importing into Excel, Google Sheets, or your CRM.

Bulk Actions

Select multiple submissions using checkboxes and click Delete Selected to remove them in bulk.

Deletion is Permanent

Deleted submissions cannot be recovered. Export your data before deleting if you need to keep records.

Analytics

Switch to the Analytics tab to view visual insights for dropdown, radio, and checkbox fields.

Analytics show:

• Donut charts for single-choice fields (dropdown/radio)
• Bar charts for multi-choice fields (checkbox)
• Response count and percentage for each option
• Color-coded breakdown

Text, email, number, textarea, and date fields are not included in analytics.

Embedding Forms

Forms can be embedded in your storefront using the Store Builder.

1. Navigate to Dashboard > Store Builder
2. Add a Form Block to any page
3. Select your form from the dropdown
4. Customize the block width and alignment
5. Save and publish your changes

Forms can also be embedded on custom pages using the form's unique ID.

Form Management

From the Forms dashboard, you can:

Action	Description
Edit	Modify form fields, settings, or styling
Activate/Deactivate	Quickly toggle form status
Duplicate	Create a copy of the form with all fields and settings
Delete	Permanently remove the form and all submissions

Duplicating Forms

Use the duplicate feature to create variations of forms (e.g., "Contact - General" and "Contact - Support") without rebuilding from scratch.

Use Cases

Contact Form

Create a basic contact form with:

• Name (text, required)
• Email (email, required)
• Subject (dropdown: General Inquiry, Support, Partnership)
• Message (textarea, required)

Enable reCAPTCHA to prevent spam. View submissions in the dashboard or receive notifications via webhooks.

Beta Application

Accept applications for early access:

• Username (text, required)
• Email (email, required)
• Discord Username (text)
• Why do you want to join? (textarea, required)
• Experience level (radio: Beginner, Intermediate, Advanced)

Set a submission limit (e.g., 100) and schedule it to close automatically. Require login to prevent duplicate applications.

Feedback Survey

Collect customer feedback:

• How satisfied are you? (radio: Very Satisfied, Satisfied, Neutral, Dissatisfied)
• What do you like? (checkbox: Products, Support, Website, Delivery)
• Suggestions for improvement (textarea)

Use analytics to visualize satisfaction ratings and popular features.

Custom Checkout Fields

Add custom fields to your checkout:

• Server preference (dropdown)
• IGN / Username (text, required)
• Special instructions (textarea)

Require login to associate responses with customer accounts. View submission data alongside order details.

Troubleshooting

Form not appearing on storefront

• Check that the form is Active in the forms dashboard
• If scheduled, verify the Opens At date has passed
• If submission limit is set, check that the limit hasn't been reached
• Ensure the form block is added to your page in Store Builder

reCAPTCHA not working

• Verify reCAPTCHA is configured in Settings > Integrations
• Check that both Site Key and Secret Key are correct
• Ensure your domain is authorized in your Google reCAPTCHA console
• Test in an incognito window to rule out browser extensions

Submissions not saving

• Check browser console for JavaScript errors
• Verify all required fields are filled
• If reCAPTCHA is enabled, ensure it's completed
• Test with a simple form (1-2 fields) to isolate the issue

Email notifications not sending

Forms do not automatically send email notifications. Use webhooks to integrate with external services or set up email automation through your email marketing platform.

Cannot export CSV

• Ensure you have at least one submission
• Check browser popup blockers (CSV download may be blocked)
• Try a different browser
• Contact support if the issue persists

Related Features

• Store Builder - Embed forms on your storefront
• Webhooks - Trigger actions when forms are submitted
• Email Marketing - Follow up with form respondents
• Customers - View customer submissions
• Analytics - Track form submission rates