Workflow FormsWorkflow Forms
Getting startedCreate your first form

Create your first form

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Create a form from a template, add fields in one click, test it like a visitor, save it and put it on your storefront.

This page walks through creating a form, adding fields, testing it and getting it onto your storefront.

Step 1: Create the form

Open Forms and select Create form. On the New form page:

  1. Optionally enter a Title. Leave it empty to use the template's name; you can change it later.
  2. Under Start from a template, pick one and select Use this template.
Template What it contains
Contact form Name, email, subject, message and the privacy consent
Newsletter signup Email and a marketing consent checkbox
Wholesale request Company, contact details, VAT number and a message
Return request Order number, email, reason and a message
Feedback A 1 to 5 rating, a message and an optional email
Blank form Start empty and add your own fields

A template creates a real form right away and opens it in the editor. Its fields come from your field library: the default fields (for example Email) are reused, and fields that are specific to the template are created for you.

Step 2: Add and arrange fields

In the editor, select Add field at the bottom of the left panel. The Add to form menu has four parts:

  • Common fields - ready-made fields added in one click: Email, Name, First name, Last name, Phone, Subject, Message, Company, Order number, Website, Address, ZIP code, City, Country, Date of birth, Newsletter consent and Privacy consent.
  • Your fields - every other field in your library, with a search.
  • Layout - Heading, Paragraph, Image, Divider, Spacer and Page break (next step).
  • New custom field - choose a Type and a Label, then Create and add. The field is saved to your library, so you can reuse it on other forms.

On an empty form, Add your first field offers the most common fields as big buttons, with More fields for the rest.

In the preview, click a field to edit it. Its toolbar has Move up, Move down, Duplicate and Remove from form; hover between two fields and Add a field here inserts one at that spot.

The common fields are the app's default fields. They are always in your field library. You can edit them and take them off a form, but they cannot be deleted.

Two of them are consent checkboxes:

  • Privacy consent is required and reads "I have read and agree to the privacy policy", with the words "privacy policy" linking to your store's own privacy policy, the one you manage under Settings > Policies in your Shopify admin. The link is part of the label, so the consent is one text: click the field to change the wording or the link. If your store has no privacy policy there, point the link at your own page. See Liquid and HTML in your texts.
  • Newsletter consent reads "Send me news and offers by email." and counts as email marketing consent: when a visitor checks it, the Form submitted trigger sends Marketing consent: true.

Whether your form needs a consent checkbox, and what it has to say, depends on the law that applies to your store. The default text is a starting point, not legal advice.

Step 3: Set the form's texts

With no field selected, the left panel shows Form settings. On the General tab set the Title, the Handle, the Description, the Button label and what happens After sending. See The form editor and After sending: message, discount code and redirect.

These texts, like the texts of your fields, can contain Liquid, for example to show your shop's name or greet a logged-in customer. See Liquid and HTML in your texts.

Step 4: Test and save

Select Test like a visitor above the preview and fill the form in. Conditions, steps and checks work as on your store, and nothing is sent or stored.

Then select Save in the save bar. One save stores the form, its fields and everything you changed on them.

Step 5: Put it on your storefront

Above the preview, Show on your store as decides how the form appears:

Step 6: Act on submissions

Each submission lands in Submissions and starts the Form submitted trigger in Shopify Flow. Build a workflow on it to email your team, tag the customer or send the data elsewhere. See Shopify Flow triggers.

Next steps