Help Center / Customers / Custom Form Builder

Custom Form Builder

Mar 11, 2026 · 6 views

Create custom forms to collect information from customers, run surveys, or gather event registrations. Forms get a public URL that anyone can access and submit.

Requires: backoffice.manage_forms permission or store owner.

Creating a Form

  1. Go to Customers → Forms in the sidebar.
  2. Click Create Form.
  3. Enter a title and description.
  4. Add fields by clicking Add Field. Available types:
    • Text, Email, Phone, Number
    • Textarea (long text)
    • Select (dropdown), Radio buttons, Checkboxes
    • Date picker
  5. For each field, set the label, placeholder, and whether it's required.
  6. Click Save.

AI Form Generation

Click AI Generate and describe the form you need in plain language (e.g., "customer feedback survey with rating and comments"). The AI creates a complete form with appropriate field types, labels, and validation.

Conditional Fields

Fields can be shown or hidden based on another field's value. For example, show a "Delivery Address" field only when "Delivery Preference" is set to "Delivery". Set this up using the "Show only when..." option on each field.

Sharing Forms

Each form gets a public URL at /store/your-store/forms/form-slug. Share this link with customers via email, social media, or your website. No login is required to submit.

Managing Submissions

  • View all submissions on the form detail page.
  • Each submission shows the response data, timestamp, and submitter's IP.
  • Export all submissions to CSV for further analysis.
  • Toggle forms active/inactive to open or close submissions.

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