Building a Form

A step-by-step walkthrough for creating a contact form, lead capture form, or survey.

Example: Contact Form

We'll build a simple contact form with name, email, subject, and message fields.

Step 1: Create the form

  1. Go to Forms in your store sidebar and click New Form
  2. Name it "Contact Form" and click Create

Step 2: Add a heading

  1. Drag a Heading block onto the canvas
  2. Click it and type "Get in touch" as the heading text
  3. This appears at the top of the form on your storefront

Step 3: Add the name field

  1. Drag a Form Field block below the heading
  2. Click it and set:
    • Label: Name
    • Placeholder: Your full name
    • Required: Yes

Step 4: Add the email field

  1. Drag another Form Field block
  2. Click it and set:
    • Label: Email address
    • Type: Email (so the browser validates the format)
    • Placeholder: [email protected]
    • Required: Yes

Step 5: Add a subject dropdown

  1. Drag a Select Field block
  2. Click it and set:
    • Label: Subject
    • Required: Yes
  3. Add options: "General question", "Order issue", "Returns & refunds", "Other"

Step 6: Add the message area

  1. Drag another Form Field block
  2. Click it and set:
    • Label: Message
    • Type: Multiline text
    • Placeholder: How can we help?
    • Required: Yes

Step 7: Update the submit button

  1. Click the Submit Button block
  2. Change the button text to "Send Message"

Step 8: Save

Click Save. Your form is ready to be added to a page.


Example: Waitlist Form

A simple form for collecting interest before a product launches.

  1. Create a new form called "Waitlist Sign-Up"
  2. Add a Heading — "Be the first to know"
  3. Add a Form Field for "First name" (required)
  4. Add a Form Field for "Email address" (type: email, required)
  5. Add a Choice Field for "What are you most interested in?" with checkboxes for your product categories
  6. Change the submit button to "Join the Waitlist"
  7. Save

Tips for Better Forms

Keep it short. Every extra field reduces completion rates. Ask only what you genuinely need.

Make required fields clear. Required fields are marked with a red asterisk — customers know what they must fill in before submitting.

Use descriptive labels. "Your email address" is clearer than just "Email". Good labels reduce confusion and errors.

Write a helpful placeholder. The greyed-out hint text inside fields sets expectations. Use it to show an example or explain the format.

Test before publishing. After adding the form to a page, submit a test response yourself to make sure everything works and you receive any notification emails.


Editing a Form After Publishing

You can edit a form at any time:

  1. Go to Forms and click the pencil icon on any form
  2. Make your changes in the editor
  3. Click Save

Changes take effect immediately on any page where the form is embedded. Existing submissions are not affected.

Tip

If you change a required field to optional (or vice versa), double-check that the change makes sense with submissions you've already collected.

Next Steps