Store Setup
...
Store Configurations
Manage Forms

Custom Forms

6min

Overview & Purpose

If you are running a marketing campaign or collecting data for some survey from your customers, you can now create these forms from the admin panel.

This screen allows you to create and display custom forms on any CMS page to collect data and seamlessly meet your unique business requirements.

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On accessing this menu, you will be redirected to the Forms listing page from where you can create the Custom Forms via the Add button and manage the form fields using the Manage Form Fields button.

Configuration

Add Custom Form

To create new forms for the website, navigate to Store Configuration > Manage Forms. From the Manage Forms main screen, click on the Add button:

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Now, for the new form, define for which store, you are creating this form, give a title such as Product Interest Survey Form, select the layout of the form as the fields will be displayed in one column or two columns, and choose to notify admin or customer and enable the status of the form as active.

Now, it is time to assign the custom form fields. So, let’s select these fields, and if you want you can change the sequence of the fields by simply dragging and dropping as per your need:

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Once you are done, click on Save and Back button.

Display Form at Front

To display the form on the website, the admin needs to create a CMS page and add the block along with the Form Unique ID separated with a pipe {% block_custom_form|uniqueid%}.

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To see how this form will appear on the website, click on the Preview icon against the CMS page.

Email Notifications

Email templates for custom forms allow admins to automate communication with users based on their form submissions. These templates ensure seamless interaction by delivering timely notifications, confirmations, or updates to both the admin and the end user.

With customizable content, you can tailor the email templates to include dynamic information such as form field data, user details, or submission timestamps. This not only enhances the professional appeal of your emails but also improves user engagement and operational efficiency.

For example, when a customer submits a custom form, an automated confirmation email can be sent, acknowledging their submission and providing further details. Similarly, admins can receive notifications about new submissions to take immediate action:

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By leveraging email templates for custom forms, you can establish clear and efficient communication while maintaining consistency across all touchpoints:

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