How to Embed Form Code into Shopify

Table of Contents

1. Introduction
2. Why Embed Forms into Shopify?
3. Getting Started: Basic Form Creation
4. Embedding Your Form into Shopify
5. Advanced Customization and Troubleshooting
6. Conclusion
7. FAQs

Introduction

E-commerce has rapidly evolved, with platforms like Shopify making it easier than ever to establish an online store. Yet, despite Shopify's extensive toolkit, certain custom functionalities—like embedding unique forms—often present challenges. Forms can serve multiple purposes, from collecting customer information to managing order inquiries. But how exactly can you embed form code into Shopify to meet these needs effectively? This article will break down the process and offer comprehensive guidance to ensure your forms integrate seamlessly into your Shopify store.

Whether you're a seasoned Shopify user or a beginner, this guide will show you how to enhance customer engagement and streamline data collection by embedding forms into your Shopify store.

Why Embed Forms into Shopify?

Before diving into the 'how,' let's discuss the 'why.' Embedding forms into Shopify can solve several business needs:

1. Data Collection: Gather essential customer information such as email addresses, preferences, and feedback.
2. Customer Engagement: Increase interaction with your customers through surveys, quizzes, and feedback forms.
3. Streamlined Checkout: Simplify the checkout process by customizing forms to fit your business needs, making it more efficient for customers.
4. Customer Support: Forms allow customers to easily contact you with issues, improving their overall experience.
5. Marketing Campaigns: Use the data collected to create targeted marketing campaigns that better serve your customers.

Getting Started: Basic Form Creation

Step 1: Choose a Form Builder

To embed a form into your Shopify store, you need a form builder that matches your needs. Popular options include:

• Shopify’s Built-in Form Builder: For simple data collection.
• Klaviyo: For more comprehensive forms and marketing automation.
• Feathery: For advanced customization, including conditional logic and payment processing.
• Jotform: For basic forms with payment options.

Step 2: Create Your Form

Regardless of your chosen tool, the first step is creating a form tailored to your requirements.

Creating a Form in Klaviyo

1. Sign Up for Klaviyo: If not already signed up, create an account on Klaviyo.
2. Navigate to Forms: Within the dashboard, go to the "Signup Forms" section.
3. Create New Form: Click "Create Sign-Up Form" and choose a template.
4. Customize the Form: Add fields for capturing data, adjust styling, and set up any necessary conditions.
5. Get Embed Code: Once satisfied, preview the form and copy the JavaScript embed code provided by Klaviyo.

Embedding Your Form into Shopify

Step 1: Access Shopify Admin

1. Login to Shopify: Navigate to your Shopify admin dashboard.
2. Go to Online Store: On the left-hand sidebar, click "Online Store" and then "Pages."

Step 2: Create or Edit a Page

1. Adding a New Page: If you want to create a new page for your form, click “Add Page” and give it an appropriate title.
2. Editing an Existing Page: If you prefer to embed the form on an existing page, click on its title from the list.

Step 3: Embed the Code

1. HTML Editor: In the page content editor, switch to the HTML view by clicking on the “<>” button.
2. Paste the Code: Insert the embed code you copied from your form builder.
3. Save: Click "Save" to publish your changes.

Step 4: Update Navigation

1. Add to Navigation: Ensure the page containing the embedded form is added to your site's navigation for easy access.
2. Settings > Navigation: Go to "Settings," then "Navigation," and add the new or edited page to your menu.

Advanced Customization and Troubleshooting

Using Shopify's Liquid Files

For those looking to embed forms deeper within your Shopify theme:

1. Access Theme Editor: Navigate to "Online Store" > "Themes" > "Actions" > "Edit Code."
2. Locate Liquid File: Depending on where you want the form, open the corresponding liquid file (e.g., "footer.liquid" or "password.liquid").
3. Insert Embed Code: Paste the code into the desired location within the liquid file.
4. Save File: Save your changes and preview your site to ensure the form displays correctly.

Troubleshooting Common Issues

• Form Not Displaying: Ensure no syntax errors in your HTML and Liquid code.
• Incomplete Submissions: Verify that all form fields are correctly configured.
• Styling Issues: Use CSS to adjust any form styling inconsistencies that arise upon embedding.

Conclusion

Embedding forms into your Shopify store can significantly enhance your ability to collect and manage customer data, improve engagement, and streamline various processes. Whether you are collecting basic customer information, handling support inquiries, or running targeted marketing campaigns, embedding form code can make your Shopify store more dynamic and user-friendly.

By following this guide, you'll be well-equipped to integrate various forms into your Shopify store, leveraging the strengths of different form builders while understanding the technical steps needed for a seamless implementation.

FAQs

What are the benefits of embedding forms in Shopify?

Embedding forms enables better data collection, enhances customer engagement, simplifies the checkout process, and improves customer experience by providing direct contact channels.

How do I customize a Shopify form using Klaviyo?

Create and customize your form in Klaviyo by navigating to the Sign-Up Forms section, designing your form, and then copying the embed code to paste it into your Shopify store's HTML editor.

Why isn't my embedded form displaying correctly?

This can often be due to syntax errors in the HTML or Liquid code. Ensure the code is correctly embedded and that no styling issues exist.

Can I embed forms on dynamic Shopify pages, like the homepage?

Yes, you can embed forms on dynamic pages by editing the respective Liquid files through the Shopify theme editor.

Do I need coding skills to embed a form into Shopify?

Basic knowledge of HTML is beneficial, but many form builder tools like Klaviyo, Jotform, and Feathery offer user-friendly interfaces that simplify the embedding process.