Settings for both popup and inline forms

When you create a form, the following sections display on the Create form page for both popup and inline forms:

• Form
• Success
• Styling
• Tags
• Email notifications
• Automations and workflows

Learn more about the specific settings that you can configure for popup and inline forms.

Settings that apply to both popup and inline forms

The following table describes the sections included on the Create form page for both popup and inline forms, and which settings you can configure in each section. Learn more about creating a form.

Form settings

The following settings can be configured in the Form section of your popup or inline form.

Custom fields

When you create a custom input field on a form, you can store it as a local field, or a customer or company metafield.

When you add a custom field to your form, you need to give the corresponding field a name. Optionally, you can set specific requirements for each field. Learn more about managing form fields.

Local fields

Fields stored locally are used only on the specific form that you add it to. To reuse a local field, you can duplicate an existing form that uses that field.

You can change a locally stored field to a customer or company metafield at any time by checking Also store as customer metafield. However, only data submitted after the date that you changed the local field to a metafield is stored in the metafield.

Customer or company metafields

Fields stored as customer or company metafields are saved in the form field picker. If you have 20 or less customer or company fields saved, then these fields are visible and available for reuse on other forms. Only currently pinned metafields can be reused. If you have more than 20 customer or company metafields, then you can manage your pinned metafields.

After you save a custom input field as a metafield, the Also store as customer metafield checkbox no longer displays, and it can't be changed to a local field. If you edit a metafield, then Forms updates all forms that use that metafield to reflect those changes.

After you store a form field as a metafield, it's saved in the Custom data settings of your Shopify admin, in the Customers or Companies section. You can use this metafield data to assess B2B company requests or to create customer segments.

If a customer fills in a field that's already linked to their customer profile more than one time, then their customer profile displays metafield data only from the most recent form submission.

Custom field data types

A custom field can be any of the following data types:

Manage form fields

By default, forms capture the customer's first name and email address. In the Fields section of your form, you can add or remove fields to customize the information that you collect from customers.

For example, if you want to create a field to capture the shoe size of your customers, then you can select the Number field and name the metafield Shoe Size. You can then set the field to accept values from 1-16.

Steps:

1. Follow the steps to create a form.
2. In the Fields section, take any of the following steps to manage your form fields:
   • To add a new field, click Add new field. Select and configure the field that you want to add, and then click Done.
   • To remove a field, click the removal icon (⊖) next to the field's name.
   • To edit the details of a field, such as whether the field is required to complete the form, click the field's name. After you make your changes, and then click Done.
3. Configure your other form settings, and then click Save.

Success settings

The content in the Success section of your form displays after a customer successfully submits a form. The fields that you need to complete in the Success section depend on the Confirmation behavior that you select:

• Show message displays a message to your customers after they submit a form.
• Redirect to another page redirects your customers to the page of your choice after they submit a form.