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