# Getting started ### 🚀 Getting Started with Powerful Form Builder Welcome to **Powerful Contact Form Builder**, your all-in-one solution for creating custom forms on Shopify. Whether you're collecting customer feedback, processing service requests, or building advanced workflows, our app makes form building fast, flexible, and code-free. ### 🔑 Key Features * **Drag-and-Drop Builder**: Easily create forms without any coding. * **AI Form Builder**: just describe what you need, and AI will generate the layout, fields, and structure for you. * **Custom Fields**: Add various input types such as text, dropdowns, checkboxes, file upload, date/time pickers, and more. * **Conditional Logic**: Show or hide fields based on user input. * **Email Notifications**: Automatically send confirmation emails to customers and admins. * **Submission Management**: View, export, and manage all form submissions in one place. * **App & Integration Support**: Connect your form data with tools like Google Sheets, Mailchimp, or other marketing and analytics platforms. * **Form Styling / Design Customization**: Adjust the look and feel: change button colors/text, background, layout, titles, descriptions. ### 🛠️ How to Get Started #### 1. Install the App Go to the Shopify App Store and install the Powerful Contact Form Builder: Open the app from your Shopify admin dashboard. #### 2. Create Your First Form Click **“Create Form”** and choose a template or start from scratch. Use the drag-and-drop editor to add fields and customize layout. #### 3. Configure Field Settings Use the drag-and-drop form builder interface: see a live preview, and add elements like text, email, file upload, checkboxes, etc For each field, you can configure: * Label (or hide label) * Placeholder text * Whether it’s required or optional * Layout/width (e.g. full width, half width) #### 4. Set Up Notifications Go to the **Mail Notifications** section to configure who receives emails when a form is submitted. #### 5. Publish the Form Click **“Publish”** to make your form live. You can embed it on any page using the provided shortcode or block. #### 6.Manage Submissions All submissions are saved in the “Submissions” tab inside the app. From there, you can view, export, or manage them. ### 📚 Additional Resources [Create a new form](https://docs.powerfulform.com/form-setup/create-a-new-form) [Create a new form with AI](https://docs.powerfulform.com/~/revisions/KRfi0fHdeAFeAhiPrH7G/form-setup/create-a-form-with-ai) [Display a form on a specific page](https://docs.powerfulform.com/form-setup/display-a-form-on-a-specific-page) [Check submitted data](https://docs.powerfulform.com/some-features-guide/check-submitted-data) [Email notification for admin ](https://docs.powerfulform.com/mail-notification/admin-email-notification) Support email: # Features **Powerful Contact Form Builder - Flexible forms built for Shopify** Easily build contact forms, custom order forms, surveys, and more for your Shopify store. {% columns %} {% column %} ✔ Multiple form types ✔ Popups & floating forms {% endcolumn %} {% column %} ✔ Logic & multi-step ✔ Integrations {% endcolumn %} {% endcolumns %}
## **Who Powerful Contact Form Builder is for** Built for Shopify merchants who need more than a basic contact form. It’s a great fit if you want to: * [x] Collect customer inquiries and requests * [x] Build wholesale or bulk order forms * [x] Collect registrations or account approval requests * [x] Gather customer feedback, ratings, or surveys

Install now

Ready to build your first form in minutes?

1- Install the app on Shopify

2- Create your form

3- Publish it to your store

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Install app

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Create a new form

{% endcolumn %} {% endcolumns %} *** ## ⭐ Best features {% columns %} {% column %} 🤖[ **Create a form with AI**](https://docs.powerfulform.com/form-setup/create-a-form-with-ai)\ Describe what you want and let AI do the job. {% endcolumn %} {% column %} 🔀 [**Conditional logic**](https://docs.powerfulform.com/form-setup/set-logic-conditions-for-form)\ Show or hide fields based on answers. {% endcolumn %} {% endcolumns %} {% columns %} {% column %} 🧩 [**Popup & floating forms**](https://docs.powerfulform.com/form-design/change-forms-layout#layout-options)\ Turn any button into a popup form, or keep a floating button visible. {% endcolumn %} {% column %} 👤 [**Shopify Customers integration**](https://docs.powerfulform.com/app-integration/shopify-customers-integration)\ Create or update Shopify customer data. {% endcolumn %} {% endcolumns %} *** ## Collect It All, Your Way Design forms that collect exactly the information you need — from basic contact details to advanced structured inputs.
👤 Contact information
Collect essential customer details such as email, name, phone number.
📝 Text inputs
Use text and textarea fields to collect short answers, long messages.
☑️ Selection fields
Let users choose options using checkboxes, radio buttons, dropdowns, image options.
📅 Date & time inputs
Useful for bookings or delivery preferences.
🏆 Ratings & feedback
Collect structured feedback using rating stars, rating levels or feedback fields.
✍️ Signatures & consent
Capture digital signatures and consent confirmations.
📎 File uploads
Let users upload images or documents.
🔁 Repeatable fields
Add multiple entries in a single form.

🔗 Hidden & URL fields

Store hidden values or URLs in submissions for tracking.

🔢Number inputs
Collect numeric values, quantities.
## Brand Your Forms Easily
🎨 Form & field stylingControl form styles, field styles, fonts to match your brand.
🧩 Prebuilt templates
Choose a template and customize it in minutes.
✅ Custom “Thank you” + Redirect
Set up what it shows after submission.
🔀 Conditional logic
Show or hide fields based on what customers select.
🖼️ Advanced form elements
Add powerful fields like Hidden fields, Products, HTML, and more.
🌍 Multi-language support
Translate form in multiple languages on your store.
## Display form where you want Place your forms exactly where customers need them—on pages, product pages, or as a popup.
🔗 Embed your form anywhere
Inline layout shows directly on the page.
🪟 Popup
Create an eye-catching popup form for your website.
🟢 Floating form
Show a small floating button that stays visible all the time.
🎯 Add button
Add a button that opens a popup form.
## Keep your forms safe and controlled
🤖 reCAPTCHA
Block spam and bots with built-in reCAPTCHA protection.
🛑 Prevent duplicate submissions
Limit users to one submission using a unique identifier (like email).
🚫 Block email domains
Prevent submissions from specific email domains.
🔐 Require login to submit
Allow only logged-in customers to submit the form.
## Manage submissions with confidence Keep everything organized: store, review, export, and respond automatically.
🗂️ Store submissions
All responses are saved so you can review them anytime in the app dashboard.
📤 Export submissions
Export form responses when you need reporting, backups, or sharing with your team.
## Connect your favorite tools Sync submissions to your marketing and operations tools.
🧾 Google Sheets
📅 Google Calendar
📧 Klaviyo
📮 Mailchimp
📨 Omnisend
🎯 ActiveCampaign
📬 HubSpot
📈 Google Analytics
👥 Shopify Customers
📊 Facebook Pixel
⚙️ Zapier
🛡️ Google reCAPTCHA
📬 Sendinblue (Brevo)
📮 GetResponse
# Create a new form This guide will show you how to create your first form using Powerful Contact Form Builder. ### 📝 Step 1: Create a New Form 1. In your app dashboard, go to **Forms → Create new form**. 2. Choose one option: * **Blank Form** – start from zero. * **Template** – choose a ready-made form and edit it.
*** ### 📝 Step 2: Build Your Form After choosing a form, you will enter the form editing screen. #### What you see in the Form Builder: * **Left side:** form fields and field settings * **Right side:** live preview of your form * **Top:** Desktop/Mobile view toggle * **Page selector:** choose where the form will appear in your store
*** ### 📝 Step 3: Add Fields to Your Form * Click **Add Elements** on the left side. * Select the field type you want to add: * Text * Email * Phone * Dropdown * Checkbox * File Upload * Date / Time * Product Selector, and more * Click to insert the field into your form.
*** ### 📝 Step 4: Edit a Field Click any field in the live preview to open its settings. #### Common field settings: * **Label:** the field name (e.g., “Full Name”) * **Hide Label:** hide the label text * **Keep Label Space:** keep spacing but hide label * **Required:** make the field mandatory * **Column Width:** choose * 1/3 width * 1/2 width * Full width
*** ### 📝 Step 5: Use the Field Toolbar When hovering over a field in the preview, a small toolbar appears. #### Toolbar actions: * **Move** – drag the field to a new position * **Width** – change to 1/3, 1/2, or full width * **Duplicate** – copy the field * **Hide** – hide the field from customers * **Delete** – remove the field
*** ### 📝 Step 6: Save Your Form Click **Save** to store all changes. > ⚠️ Don’t forget this step — unsaved changes will be lost. *** ### 📝 Step 7: Display Your Form on Your Store After saving, choose how you want to display the form. You can show the form on: * A page section (using Shopify’s theme editor) * A specific page * The homepage * A product page * Or via embed code / shortcode Follow the display instructions to place the form exactly where you want it. * Click **Save** once your form is ready * To display the form on your store, embed it on any page using the provided shortcode or section block [Learn more about displaying your form on the front store](https://docs.powerfulform.com/form-setup/display-a-form-on-a-specific-page) *** ### 🎥 Tutorial video {% embed url="" %} ### Related docs * [Custom success messages](https://docs.powerfulform.com/some-features-guide/edit-thank-you-message-after-form-submission) * [Email notifications](https://docs.powerfulform.com/mail-notification/admin-email-notification) * [Multi-language support with a language selector](https://docs.powerfulform.com/some-feature-guides/translate-a-form) * [Logic condition for form field](https://docs.powerfulform.com/form-setup-installation/use-conditional-logic-on-the-form) *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Create a Form with AI Our AI Form Builder helps you create a form instantly, just describe what you need, and AI will generate the layout, fields, and structure for you. ### 📝 Step 1: Open the app and try AI function 1. Open **Powerful Form Builder** app > click **Forms** section 2. Click **Create new form** button in the top right 3. In the popup, select **AI-powered form builder (Beta)**
*** ### 📝 Step 2: Tell the AI What You Need You’ll see an AI assistant on the left and an empty preview area on the right. You can either: * Click one of the suggested prompts (e.g. “Make a simple contact us form”), or * Type your own request in the message box. Examples: * “Create a booking form for a hair salon.” * “Make a reservation form with name, email, phone, date, time, and special requests.” * “Create a wholesale application form with business info, contact person, and file upload.” Then press **Enter** to send your request. **Note**: The character limit is 255 characters.
#### ⭐ Best Practices To help AI build the best form: 1\. State the **purpose** “Wholesale application form”\ “Event registration form” 2\. List the **fields** you want Example: name, email, phone, date picker, dropdown, file upload 3\. Mention any **logic** (optional) Example: “Show additional fields only if user selects ‘Wholesale’.” 4\. Describe **layout** (optional) Example: “Make it a multi-step form.” #### 🧪 Example “Create a 3-step wholesale form:\ Step 1: Business info — business name, website, tax ID upload\ Step 2: Contact — first name, last name, email (required), phone\ Step 3: Product interest — multi-select checkboxes.\ Use a clean layout.”
*** ### 📝 Step 3: Review and Save After you send your request: 1. AI will generate a preview on the right. 2. You can edit fields, change layout, or adjust anything before saving. 3. When you're happy with it, click **Save** and continue customizing as needed. The form will include: * A title * Description text * All suggested fields (name, email, phone, etc., depending on your request)
*** ### 📝 Step 4: Use the form After saving, choose how you want to display the form. You can show the form on: * A page section (using Shopify’s theme editor) * A specific page * The homepage * A product page * Or via embed code / shortcode [Learn more about displaying your form on the front store](https://docs.globo.io/options/) *** ### 💡 Tips for Better Results * Be **specific** in your prompt * ✅ “Create a reservation form for a restaurant with date, time, number of guests, and special requests.” * ❌ “Make a form” * Mention your **business type** * “for a hair salon”, “for a yoga studio”, “for a B2B wholesaler” * Include any **must-have fields** * “Include a checkbox to accept terms and conditions.” * “Add a dropdown for service type.” If the first draft isn’t perfect, just ask the AI to “add”, “remove”, or “change” parts of the form. *** ### ✨ Example: Restaurant Reservation Form Prompt: > “Can you make me a reservation form for a restaurant?” The AI might generate a form with fields like: * Name * Email * Phone * Number of Guests * Date * Time * Special Requests You can then: * Ask the AI: “Make phone required and add a field for ‘Occasion’ (Birthday, Anniversary, Other).” * Or manually tweak the form in the standard builder after saving. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Form field types The app provides a wide range of field types to help you collect exactly the data you need.\ Below is an overview of all available fields and when to use them. ### Basic input fields Use these fields to collect simple customer information. Text – Short text input (names, titles) * **Text** – Short text input (names, titles) * **Textarea** – Long text input (messages, notes) * **Email** – Email address with validation * **Phone** – Phone number input * **Number** – Numeric values and quantities * **Password** – Secure password input * **URL** – Website or link input *** ### Selection fields Use these fields when customers need to choose from predefined options. * **Dropdown** – Select one option from a list * **Checkboxes** – Select multiple options * **Radio buttons** – Select one option * **Image Options** – Select options using images * **Switch** – Toggle yes/no choices * **Range slider** – Select a value within a range * **Consent** – Confirm agreement or permission *** ### Advanced & structured fields These fields help you build more powerful and dynamic forms. * **Repeater** – Allow users to add multiple entries * **Matrix** – Collect structured answers in rows and columns * **Rating star** – Star-based rating * **Rating level** – Scaled rating input * **Feedback** – Customer sentiment or feedback input *** ### Special-purpose fields Use these fields for advanced workflows and automation. * **Hidden field** – Store values users don’t see * **Date & time** – Select dates and times * **Signature** – Collect electronic signatures * **File upload** – Upload documents or images * **Product** – Select Shopify products * **Color picker / swatch** – Select colors *** ### Layout & content blocks These blocks help you structure and style your form. * **Heading** – Add section titles * **Paragraph** – Add instructions or descriptions * **Divider** – Separate form sections * **HTML** – Add custom HTML content * **Button** – Custom action buttons *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Text field The **Text** field lets customers enter short text answers.\ It’s ideal for names, titles, short responses, and single-line input. *** ### ✅ When to use Text Use a Text field when: * You need a short answer * The input fits on one line * Customers type freely **Common examples** * First name / Last name * Company name * Order number * City *** ### ⚙️ How it works * Customers type text into a single input field * The value is saved with the submission
*** ### 🧩 How to add a Text field 1. In the app > open form editor > click **Add element** 2. Select **Text** 3. Set the field label 4. Configure other details of the field 5. Click Save
*** #### Placeholder text Shows a hint before the user types. **Examples** * `Enter your full name` * `Company name` *** #### Default value (optional) Pre-fills the field when the form loads. **Examples** * `USA` * `Guest` ⚠️ Tip: Leave empty if you want users to type their own value. *** #### Required field (recommended) Prevents form submission until the field is filled. **Examples** * Name on contact forms * Order number on support forms *** ### 🌟 Best practices * Use clear labels * Keep placeholders short * Use **Text** instead of **Textarea** for short answers *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Textarea field The **Textarea** field allows users to enter **longer, multi-line text**. *** ### ✅ When to use Textarea Use Textarea when: * Users need to explain something * The answer may be long **Examples** * Message * Special requests * Issue description *** ### ⚙️ How it works * Users can type multiple lines of text * All content is saved in the submission
*** ### 🧩 How to add a Textarea field 1. Click **Add field** 2. Select **Textarea** 3. Set the label and placeholder
*** #### Placeholder text **Examples** * `Describe your request` * `Tell us more` * `Enter your message` #### Default value (optional) Rarely used for Textarea. **Example** * `N/A` *** #### Required field (recommended) Use when the message is mandatory. **Example** * Support request description *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Dropdown field The **Dropdown** field lets customers choose **one option from a list** in a compact menu.\ It’s perfect when you have many options and want to keep the form clean. ### ✅ When to use Dropdown * You have more than 5–6 options * You want the form to look simple and tidy * Customers should pick only one answer Common examples * “Topic of your question” * “Order type” * “Country” * “Reason for contact” *** ### ⚙️ How it works 1. The customer clicks the dropdown menu 2. They select one option 3. The selected value is saved with the form submission ✅ Customers can only select **one** option (unless you enable multi-select, if available in your settings). *** ### 🧩 How to add a Dropdown field 1. Open your form in the editor 2. Click **Add element** 3. Choose **Dropdown** 4. Update the **label** (example: “Topic of your question”) 5. Configure the other details of the field\\ 6. Click **Save**
*** ### 🛠️ Dropdown settings Here are the most common settings you’ll use: #### Add options Add the list of options customers can choose from. Example: * Shipping question * Product question * Wholesale request * Other
*** #### Bulk add Options If you already have a list, paste many options at once (one per line).\ This saves time when you have long lists like countries or product categories.
*** #### Placeholder text Placeholder text appears before the customer selects anything. Examples: * “Select a topic” * “Choose one option” * “Pick a country” *** #### Default value (optional) Set a default option that’s pre-selected. Use this when: * Most customers choose the same option * You want to guide users to a recommended choice ⚠️ Tip: If you want customers to actively choose, don’t set a default value. *** #### Required field (recommended) Turn on **Required** if customers must choose an option before submitting. Good for: * Contact forms (Topic) * Wholesale forms (Business type) * Order forms (Delivery method) *** ### 🌟 Best practices * Keep option labels **short and clear** * Avoid using too many similar options (it confuses customers) * Sort options in a logical order (popular items first) * Use Dropdown instead of Radio buttons when the list is long *** ### 🔀 Use Dropdown with conditional logic (recommended) Dropdown works great with **conditional logic**. Example: * If customer selects **“Wholesale request”** → show **Business Name**, **Company Website**, **Estimated quantity** * If customer selects **“Support”** → show **Order number**, **Issue description**
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Checkboxes field The **Checkboxes** field lets users select **one or more options** from a list.\ It’s best when **multiple answers are allowed**. *** ### ✅ When to use Checkboxes Use the Checkboxes field when: * Users can choose more than one option * You want all options visible at once * Each option is independent **Common examples** * Services you’re interested in * Product features * Preferred contact methods * Topics to discuss *** ### ⚙️ How it works 1. Users see a list of options 2. They can select one, multiple, or all options 3. All selected values are saved with the form submission
*** ### 🧩 How to add a Checkboxes field 1. Open your form in the editor 2. Click **Add element** 3. Select **Checkboxes** 4. Add your option labels and config the field detail 5. Click save
*** #### Bulk add Options If you already have a list, paste many options at once (one per line).\ This saves time when you have long lists like countries or product categories.
*** #### Default value (optional) Default values allow you to pre-select one or more options when the form loads. Use default values when: * One option is very common * You want to suggest a typical choice **Examples** * Pre-select `Email updates` * Pre-select `Standard support` ⚠️ **Tip:** Avoid pre-selecting too many options—it can feel pushy.
*** #### Required field (recommended) When required is enabled, users must select **at least one option** before submitting the form. Use required when: * You need at least one choice * The question is essential **Examples** * At least one service selected * At least one topic chosen *** #### Other option The **Other option** allows customers to enter a custom answer that isn’t listed in your predefined options. When enabled: * An **“Other” checkbox** appears in the form * When selected, a text input is shown so users can type their own value * The custom value is saved with the submission
**Common use cases** * “Other” service request * Custom inquiry type * Answers you didn’t anticipate **Examples** * Options: `Email update`, `Product update`, `Order detail`, `Other` * Customer selects **Other** * Customer types: `Partnership inquiry` *** #### Limit selections The **Limit selections** setting lets you control how many options a customer can select. You can set: * **Minimum selections** – the least number of options required * **Maximum selections** – the most options allowed **Examples** * Min: `1`, Max: `1` → User must select exactly one option * Min: `1`, Max: `3` → User must select at least one, up to three * Min: `0`, Max: `4` → User can select any number (optional) The validation works if the submit button is clicked.
*** ### 🌟Best practices * Keep option labels short and clear * Avoid long lists (use Dropdown if the list is long) * Group related options together * Use Checkboxes only when multiple choices make sense *** ### 🔀 Use Checkboxes with conditional logic Checkboxes work well with conditional logic. **Example** * If user selects `Order detail` → show **Order number** field
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Radio buttons field The **Radio buttons** field lets users select one single option from a list.\ All options are visible at once, making it easy for users to choose quickly. *** ### ✅ When to use Radio buttons Use the Radio buttons field when: * Only one option should be selected * You have a small number of options (usually 2–5) * You want all choices to be visible without clicking **Common examples** * Yes / No questions * Contact preference * Account type * Delivery method *** ### ⚙️ How it works 1. Users see all available options 2. They select **one option** 3. Selecting a new option automatically deselects the previous one 4. The selected value is saved with the submission
*** ### 🧩 How to add a Radio buttons field 1. Open your form in the editor 2. Click **Add element** 3. Select **Radio buttons** 4. Add your option labels 5. Configure other detail of the field 6. Click **Save**
*** ### 🛠️ Field settings #### Placeholder text Radio buttons do not use placeholder text.\ Instead, use a clear field label or description to explain what users should choose. Label examples * `How would you like us to contact you?` * `Select your account type` *** #### Default value (optional) The default value lets you pre-select one option when the form loads. Use a default value when: * One option is the most common * You want to guide users toward a recommended choice **Examples** * Default option: `Email` * Default option: `Standard support` ⚠️ **Tip:** Avoid setting a default if the choice must be intentional. *** #### ✅ Required field (recommended) When enabled, users **must select one option** before submitting the form. **Common use cases** * Inquiry type * Contact preference * Service level **Example** * Users must choose either `Personal` or `Business` *** #### Other option (optional) The **Other option** allows users to select **“Other”** and enter a custom value. When enabled: * An **Other** radio option appears * Selecting it reveals a text input
**Example** * Options: `Email`, `Phone`, `Live chat`, `Other` * User selects **Other** * User enters: `WhatsApp` **Tip:** Always add a clear placeholder like `Please specify`. *** #### 📐 Layout options You can control how radio buttons appear in your form: * **Number of options per line**\ Display options in 1 or multiple columns * **Column width**\ Adjust how wide the field is (33%, 50%, or 100%) Use these settings to match your store’s layout. *** ### 🌟Best practices * Use **Radio** **buttons** instead of **Dropdown** for short lists * Keep option labels short and clear * Order options logically (most common first) * Avoid using **Radio** **buttons** for long lists *** ### 🔀 Use Radio buttons with conditional logic Radio buttons work perfectly with conditional display. **Example** If customers select option **Phone**, the **phone** field shows up.
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # File upload field The **File upload** field lets users upload files directly through your form.\ It’s perfect for collecting images, documents, designs, or any supporting files customers need to send. *** ### ✅ When to use File upload Use the **File upload** field when you need customers to share files, such as: * Order references or screenshots * Design files or artwork * Photos for custom products * Documents or proof files **Common examples** * Upload a logo for custom printing * Attach screenshots for support requests * Submit design files for approval *** ### ⚙️ How it works 1. Users click **Browse file** or drag files into the upload area
2. Files are uploaded securely when the form is submitted
3. Uploaded files are stored with the form submission 4. You can view or download files from the submission data
*** ### 🧩 How to add a File upload field 1. Open your form editor 2. Click **Add element** 3. Select **File Upload** 4. Configure other detail of the field 5. Click **Save**
*** ### 🛠️ Field settings #### Field label The label tells users what kind of file they should upload. **Label examples** * `Attachments` * `Upload your design` * `Upload screenshots`
*** #### Button text Customize the text shown on the upload button. **Examples** * `Browse file` * `Upload file` * `Choose file` This helps match your store’s tone and language. *** #### Placeholder text The placeholder appears inside the upload area before a file is selected. **Examples** * `Choose file or drag here` * `Drag files here or click to upload` *** #### Hint text Use the hint to explain file requirements clearly. **Example** ``` Supported format: JPG, JPEG, PNG, GIF, SVG ``` This reduces errors and helps users upload the correct files. *** #### Allowed file types Control which file formats users can upload. You can allow: * Images: `jpg`, `jpeg`, `png`, `gif`, `svg` * Documents: `pdf`, `doc`, `docx` (if enabled)
**Example** * Allow only image files for artwork uploads * Allow PDFs for document submissions *** #### File size limits by plan Each pricing plan includes a maximum file size limit for uploads.\ This limit applies to all uploaded files per form submission. When users upload a file that exceeds the allowed size, the form will block the upload and show an error message. #### ✅ Example: Allowed upload **Plan limit in Free plan:** 2MB (per submission) * File 1: 1 **MB** * File 2: 1 **MB** ⇒ Submission is allowed\ All uploaded files are within the size limit. #### ❌ Example: Upload blocked **Plan limit in free plan:** 2 MB (per submission) * File 1: **2 MB** * File 2: **1 MB** ⇒ Submission with these files is blocked\ One or more files exceed the maximum file size allowed by your plan. *** #### Allow multiple files Enable this option to let users upload **more than one file**. **Use cases** * Upload multiple product images * Attach several screenshots * Submit multiple documents at once *** #### Required field (optional) When enabled, users must upload a file before submitting the form. Recommended for * Design submissions * Custom order requests * Support forms that require proof *** #### 🔀 Conditional display You can show or hide the File upload field based on user selections. **Example** * Show file upload only if user selects **“Custom design”** * Hide file upload for simple inquiries *** ### 🌟 Best practices * Clearly explain what file users should upload * Limit file types to avoid incorrect uploads * Use hint text to reduce support questions * Avoid making uploads required unless necessary *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Date & Time field Use the **Date & Time** field to let customers select a date, a time, or both.\ It’s perfect for bookings, delivery dates, appointments, or event scheduling. *** ## ✅ What this field does The **Date & Time** field displays a calendar (and optional time picker) so users can easily choose when something should happen. You can control: * Whether users select **date only**, **time only**, or **date & time** * Which dates are allowed * The format of the date and time * Default and limited date ranges *** ## 🧩 How to add a Date & Time field 1. In form editor, click **Add element** 2. Select **Date time** element 3. The field will appear in your form with a calendar picker 4. Configure field detail like label, placeholder,... 5. Click **Save**
*** ## ⚙️ Field settings explained ### Field Label The name shown above the field. **Example:** * “Preferred appointment date” * “Delivery date”
*** ### Placeholder text Optional helper text shown inside the field before selection. **Example:** * “Select a date” * “Choose your appointment time” *** Description Extra instructions shown below the field. **Example:** > Please select a date at least 2 days from today. *** ### Required field Make the field mandatory before submission. **Example use case:**\ Appointment booking forms where a date is required. *** ### Format options #### Date, Time, or Date & Time Choose how users interact with the picker: * **Date & time** – for appointments * **Date only** – for delivery or event dates * **Time only** – for preferred contact time *** #### Date format Control how the date is displayed. **Examples:** * `Y-m-d` → 2025-12-18 * `d/m/Y` → 18/12/2025 *** #### Time format Choose between: * **12-hour** format (AM/PM) * **24-hour** format *** ### Default and limit dates **Default date** Pre-fill the field with a specific date. **Example:**\ Set today’s date as the default. *** #### Start date & End date Limit which dates users can select. **Example:** * Start date: Today * End date: 30 days from today ⇒ If today is Dec 1, the available dates will be from Dec 1 to Dec 31.
This is useful for: * Booking windows * Delivery scheduling * Event registrations *** ### Limit date picker The **Limit date picker** option lets you control which dates users are allowed to select in the Date & Time field. Limit date type options: **1- Enabling dates** **2- Disabling dates** For example: **Enabling dates** * Allow only selected dates instead of blocking them. * Use this when you want users to pick from approved dates only. *** Available limit options **Specific dates** Allow only specific dates. **Example:** * Enabled dates: * 2025-12-20 * 2025-12-22
⇒ Users can only select **December 20 or December 22, 2025**. **Use case:** * Event registrations * Special delivery days * Appointment slots *** **Range dates** Allow dates within a defined start and end range.
**Example:** * Start date: 2025-12-15 * End date: 2025-12-26 ⇒ Users can select **any date between December 15 and December 31**. **Use case:** * Holiday bookings * Limited-time promotions * Delivery windows *** **Days of week** Allow only specific days of the week. **Example:** * Allowed days: **Saturday, Sunday** ⇒ Users can only select **weekends**.
**Use case:** * Weekend-only services * Store pickup days * Part-time availability *** **Only show month** Hide individual days and let users select month only. **Example use case:** * Subscription start month * Credit card expiry month
*** ## 💡 Example use cases * **Appointment booking** ⇒ Date & time required * **Delivery date selection** ⇒ Date only with limits * **Event registration** ⇒ Date range restricted * **Preferred contact time** ⇒ Time only *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Product field The **Product** field lets customers search and select products from your Shopify store inside a form.\ It’s great for product questions, quote requests and wholesale inquiries. #### ✅ When should I use it? Use the Product field when you want customers to tell you which product(s) they mean. **Example** * “Which product are you interested in?” * “Select the items you want a quote for” * “Choose the product you need help with” *** ### 🧩 How to add a Product field 1. Open your form in the editor 2. Click **Add element** 3. Select **Product** The field will automatically pull products from your Shopify store. 4. Configure the field detail like labels, placeholder, ... 5. Click Save
*** ### ⚙️ What customers see * A search box (they type the product name) * A product list (with image + name) * Selected products appear as “tags” * (Optional) quantity selector for each product
*** ### 🛠️ Product field settings #### Label This is the title shown above the field. **Example** * `Product` * `Select product(s)` *** #### Placeholder Text shown inside the search box before customers type. **Example**\ `Enter product name to search...` *** #### Description Helpful text shown under the field. **Example**\ `Select the product(s) you are asking about.` *** #### Notice when no product found Message shown when nothing matches the search. **Example**\ `No products found.` *** #### Suggest when no product found A helpful tip shown under the “no results” message. **Example**\ `Try a different keyword (e.g., jacket, dress).` *** ### **☑️** Product selection options #### Multiple selection Allow customers to select more than one product. **Example** * ON → Customers can select multiple items * OFF → Customers can select only 1 item
*** #### Min selections Set the **minimum** number of products customers must choose. **Example**\ `Min selections: 1`\ ⇒ Customer must pick at least 1 product to submit. *** #### Max selections Set the **maximum** number of products customers can choose. **Example**\ `Max selections: 3`\ ⇒ Customer can select up to 3 products only. *** ### 🔢 Quantity options (optional)
#### **Enable quantity** Let customers choose quantity for each selected product. **Example**\ Customer selects: * A-Line Jacket → Quantity: 2 * 5 Pocket Shirt → Quantity: 1 *** #### Limit the quantity for each selected product Set a max quantity per product. **Example**\ `Max per product: 5`\ ⇒ Each selected product can be 1–5. *** #### Limit the total quantity of selected products Set a max quantity across all selected products. **Example**\ Total limit: `10` * Jacket: 4 * Shirt: 3 * Dress: 3\ ✅ Total = 10 → can submit * Jacket: 6 * Shirt: 3 * Dress: 2\ ❌ Total = 11 → cannot submit *** #### Quantity label Change the text shown next to the quantity dropdown. **Example** * `Quantity` * `Requested quantity` *** ### ✅ Recommended settings If you’re not sure what to choose, start with this: * **Multiple selection:** ON * **Min selections:** 1 * **Enable quantity:** ON * **Required:** ON * **Column width:** 100% This works well for most “quote” and “product inquiry” forms. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Hidden field The **Hidden field** lets you collect data silently in the background — without showing anything to customers on the form. It’s one of the most powerful fields because it helps you track where submissions come from, which page or product, and extra metadata without asking users to fill it in. *** ### ✅ When should I use a Hidden field? Use a Hidden field when you want to: * Track page URL or page title * Capture product info (title, vendor, type) * Save UTM parameters (marketing campaigns) * Pass values between fields * Store internal notes or tags * Send extra data to email, integrations, or Shopify Note: Customers never see this field on the form. *** ### 🧩 How to add a Hidden field 1. Open your form in the editor 2. Click **Add element** 3. Select **Hidden** The field will be added to your form, but it will not appear in the preview.
*** ### ⚙️ Hidden field settings
#### Label Internal name for the field (for you only). **Example** * `Page source` * `Campaign` * `Product info` This label appears in submissions and emails. *** #### Data type Choose where the value comes from. Most commonly used options: * **Fixed value** * **Dynamic value** (page, product, UTM, or other fields) *** #### Assign value This is where you define what data is saved. You can type: * Plain text * Or use a dynamic variable (recommended) *** ### 🔄 Dynamic values (most used) You can automatically capture data using built-in variables. #### Page information **Page title** Captures the page name where the form is submitted. ``` {{-page.title-}} ``` **Example result**\ `Miami Location` *** **Page URL** Captures the full page URL. ``` {{-page.href-}} ``` **Example result**
[`https://hienxinh.myshopify.com/pages/contact-form-2`
]()
*** #### Product information (on product pages) If the form is shown on a product page, you can capture product data. Product title ``` {{-product.title-}} ``` [**Example**\ `A-Line Jacket`](#user-content-fn-1)[^1] *** Product vendor ``` {{-product.vendor-}} ``` **Example**\ `Fashion Style` *** Product type ``` {{-product.type-}} ``` **Example**\ `Outerwear` *** ### 📈 UTM tracking (marketing campaigns) Hidden fields are perfect for tracking ads and campaigns. #### Common UTM variables * `{{-utm.source-}}` → Google, Facebook * `{{-utm.medium-}}` → cpc, email * `{{-utm.campaign-}}` → summer\_sale * `{{-utm.content-}}` * `{{-utm.term-}}` **Example**\ Hidden field label: `utm_source`\ Assign value: ``` {{-utm.source-}} ``` Result: You know exactly where each submission came from.
*** ### 🔗 Capture values from other fields You can also store values entered by customers. #### Example Hidden field label: `Customer email`\ Assign value: ``` {{email}} ``` This is useful when: * Sending data to integrations * Reusing values in emails * Creating internal references *** ### 📧 Set hidden email address You can use a **Hidden field** to store an email address and then use it to send admin notifications conditionally. This is useful when: * Different submissions should notify different teams * Each location or department has its own email * You don’t want users to choose or see the email field [Learn more](https://docs.powerfulform.com/mail-notification/admin-emails-with-conditions) *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. [^1]: # Customize form field This guide shows how to easily rearrange, resize, duplicate, hide, or delete fields in your form using drag-and-drop. 1. In your app dashboard, go to **Forms** 2. Either: * Click **Create New Form** (if you’re starting a new form) * Or select an existing form to edit. Now you will see the form builder with a live preview of your form. *** ### 📝 Step 1: Enter “Edit” Mode (Drag-and-Drop) * In the form builder preview, move your mouse over the form area. * When you hover over the preview, click the **Edit icon** (usually a pencil or edit symbol) — this activates drag-and-drop mode.
*** ### 📝 Step 2: Use the Field Toolbar to Modify Fields Hover over any field inside the preview - a small toolbar appears. The toolbar gives you 5 quick actions: * **Move** — drag the field to a different row or column. * **Change Width** — adjust the field width (options: 1/3, 1/2, or full width). * **Duplicate** — create an exact copy of the field (with all its settings). * **Hide** — make the field invisible on the form (but keep it saved). * **Delete** — permanently remove the field from the form. *** ### 📝 Step 3: Rearrange Fields (Drag-and-Drop) Once you’re in edit mode, you can: * Drag any field to a new position — reorder fields, group fields * Place multiple fields in the same row (side-by-side) for a compact layout. * Adjust each field’s width to control how much space it takes (narrow, half-width, full-width) using the toolbar. *** ### 📝 Step 4: Finalize and Save Once you’re happy with your field layout and arrangement: * Click **Save** * Preview your form in both **Desktop** and **Mobile** views *** ### ▶️ Tutorial video {% embed url="" %} *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Set logic conditions for form Using conditional logic, you can make your form dynamic: show or hide fields (or even entire form steps) based on what users choose. This creates a simpler, more personalized experience. ### ⚙️ **Show or Hide Individual Form Fields** *(Useful when you want extra questions to appear only if needed.)* The app allows set up to show a field based on an option selected of a field above. Example: Display the "Product Types" field only when the user selects "Yes" for "Are you interested in our products?"​
#### Steps to set condition for fields 1\. Open the app > click **Forms** > open a form or create new one 2\. Add fields you want to display with condition to the form > click to open the field/element detail
3\. In the field settings, turn on **Conditional** **display**, then click **Condition** 4. Create a rule: **Show this field when:** * **What are you interested in?** * **is equal to** * **Product types**
5, Click **Save** and test the result #### How it works * When the user checks **“Product types” →** the extra field appears * If they don’t check it → the field stays hidden Your form now shows the **“Product Types”** field *only when relevant*, keeping the form shorter and easier to complete. *** ### ⚙️ Show or Hide Entire Steps (Multi-Step Form) Our app allows displaying one step/page on the form based on a selected option on the previous step. **Example:** Display the **“Teacher Details”** step *only when* the user selects **“Yes”** for **“Do you want to assign a teacher?”**
#### Steps to set conditions for pages 1\. Open the app > click **Forms** > open a form or create new one > add fields and pages you want to display with condition to the form 2\. Click on the **Page** name to open it
3. In the step settings, turn on **Conditional** **display** > click **Condition** 4. Create a rule: Show this step when: * **Do you want to assign a teacher?** * **is equal to** * **Yes**
4. Click **Save** #### How it works * If user selects **Yes →** the Teacher Details step appears * If they select **No →** the step is skipped Your multi-step form now behaves like a guided flow, only showing the teacher section for users who need it. *** ### ▶️ Tutorial video {% embed url="" %} *** ### ⚠️ Troubleshooting If conditional logic doesn’t work: * Make sure you saved the condition * Check values you selected match exactly (e.g., “Yes”) * Ensure the trigger field appears before the conditional field/step * Refresh preview or test on the live store *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Floating form A floating form appears as a small button that stays visible on your page. When clicked, the button opens a popup, allowing users to fill out the form without navigating away from the current page. ### 🛠️ How to create a Floating form 1\. In the app, click **Forms** > open the form you want to configure or you can create a new form 2\. Click **Appearance** icon on the left side > select **Layout** > select **Float**
3. Scroll down to below and change the settings for the floating form: select Floating Icon, add Floating text, select Position
5\. Click **Save** *** ### ✅ How It Works After creating the form, you can add it to the online store. [Learn more](/display-and-placement/display-a-form-on-shopify-front-store) You should see a floating button/icon on the corner or side of the screen. Click it — the form should open in a popup window, ready to fill out.
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Cart form A **Cart Form** lets you collect extra information from customers *before* they checkout, like special instructions, order notes, gift messages, etc. With Powerful Contact Form Builder you can build a cart form fast, then attach it to your store cart page. ### ℹ️ Before You Begin * Cart Form is available only on the **Premium plan (or higher)**. * Each store can create **only one cart form**. * Cart Form works with your theme’s **default cart page**. If you use a custom checkout flow or non-standard cart template (via a 3rd-party app), cart form may not work correctly. ### 🧩 How the Cart Form Works #### 1 — Customer fills in the Cart Form When shoppers are on the **cart page**, they see your cart form fields — for example: * “How did you hear about us?” * “Delivery date” * “Message” * “Agree to terms & conditions”
#### 2 — The form is submitted when the shopper clicks **Checkout** Unlike a normal form, customers do not press a “**Submit**” button.\ The form is automatically submitted the moment they click the **Checkout** button. #### 3 — You can view the Cart Form data inside the order When the order is placed, the cart form answers appear inside the **Additional Details** section of the Shopify order page.
*** ### 🛠️ Steps to Create & Add a Cart Form #### 📝 Step 1 — Create the Cart Form in the App 1\. Open the app > click **Forms** > click **Create new form** button 2\. The form template lists show up > select **Oder** > **Cart form**
3\. In form configuration, add elements and configure the form based on your needs 4\. Click **Save** to finish #### 📝 Step 2 — Add the Cart Form to Your Cart Page Template **Important**: This form type and page template are special. To make sure it works, please let our developers help you add the form. Contact us at after you create the form. 1\. Form the Shopify admin page, go to **Themes** > click **Edit theme** 2\. Go to the **Cart** page template 3\. Click **Add section** > select **Form Builder app** 4\. In the **Form Builder app** element, paste the embedded code of the cart form here 5\. Click **Save** 6\. Check the online store to view the result
#### 📝 Step 3 — Check form on the site Visit your store’s cart page (as a customer would — after adding items to cart). You should see the cart form appear above the checkout button (or wherever the block was placed). When the customer clicks **Checkout**, the cart form inputs are submitted along with the order. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Multi-step form A **Multi-Step Form** splits long forms into smaller pages (steps), making them easier to complete and less overwhelming.\ This guide shows you how to create, customize, and manage a multi-step form in just a few minutes. ## 🛠️ Steps create a Multi-step form ### 📝 Step 1: Create or Open Your Form 1. From the admin site of the app, click **Forms** > click **Create new form** button 2. Select **Multi-step** form
*** ### 📝 Step 2: Add More Steps to Your Form The the form app, "step," "page," and "group" are used interchangeably.​
#### ➕ Add a step/page our form starts with a single default step (Page 1,2,3).\ To add more steps: 1. Click **Add page** in the left sidebar. 2. A new step (Page 4, Page 5, etc.) will appear. 3. Drag and reorder pages if needed.
Click on the page name > the page preview will display on the right
#### Remove a step/page To remove one step on the form > click on the page name > click **Remove** text at the left bottom
*** ### 📝 Step 3: Add Fields to Each Step Click on a step → then add the form fields you want on that step. Tips: * Keep Step 1 simple (e.g., name, email). * Put extra details or optional fields on later steps. * Use short text + clear labels. *** ### 📝 Step 4: Preview Your Multi-Step Form Click the **Desktop / Mobile preview icons** at the top-right to see how users will move through the steps. Check: * Step transitions * Field spacing * Progress bar display * Mobile responsiveness *** ### 📝 Step 5: Publish Your Multi-Step Form Once everything looks good: 1. Click **Publish** 2. Choose where to display your form (page, product, popup, floating form, etc.) [Learn more](https://docs.powerfulform.com/form-setup/display-a-form-on-a-specific-page) *** ### 📝 Add Conditional Logic (Optional) You can make your multi-step form even smarter: * Show a step *only* if the user chooses a certain answer * Skip steps automatically to shorten the form [Learn more](https://globosoftware.net/kb/how-to-create-conditional-logic-form/#ch_2) *** ## 🧩 How It Works on Your Storefront When a **Multi-Step Form** is published, customers don’t see all questions at once.\ Instead, the form is broken into **clear steps**, making it easier and faster to complete. * **Start the form** The customer opens the page and sees the **first group of questions only**\ (e.g. name, email, phone). They fill in the fields and click **Next**.
* **Continue to the next section** After clicking **Next**, the form smoothly moves to the next step
* **Last page** On the final step, the customer completes the last questions and clicks **Submit**.
* **Once submitted:** All steps are combined into one submission Data is sent to your app, email notifications, and integrations (if enabled) *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
# Bulk order form Bulk order forms allow customers to quickly select multiple products and submit the form. #### Note * Bulk Order Form only collects order data, it doesn’t create real Shopify orders automatically. * Only one Bulk Order Form per store (on the paid plan). ### 🛠️ Steps to Create a Bulk Order Form 1\. Open the app > click **Forms** > click **Create new form** button 2\. In the template list, select **Order** > choose **Bulk Order** **form**
3\. Add **products** to this form (see detailed guideline below) 4\. Set up other needed form elements 5\. Click **Save** to finish.
*** ### ⚙️ **Add products to bulk order form** 1\. Click **Products for Bulk Order** element 2\. Click **Choose product** button > tick on the corresponding checkbox to select any products to showcase on this form. The list of selected items will appear under the **Choose product** button. You can delete or change the position of each product.
3\. Select the product information in **Product column(s).** They are **quantity, price, and total** 4\. Enable **Add selected product(s) to cart** option if you want to allow customers adding selected items to the cart page 5\. Click **Save** to finish
*** ### 🌐 Display form on the store To show the form on front store, please view this guide: Result on the front store:
*** ### 🧩 How the form works #### On the Storefront (Customer Experience)
When customers open the **Bulk Order Form** on your site, they can place a bulk request in just a few simple steps: 1. **Select products** * Customers see a list of products available for bulk ordering. * Each product can be expanded to show its variants (size, color, etc.). 2. **Choose variants & quantities** * Customers select the variants they want. * They enter the quantity for each selected variant. * Prices are shown clearly next to each item. 3. **Optional: Add products to cart** * If enabled, customers can choose to add selected products to the cart. * This is useful when you want bulk orders to continue through checkout. 4. **Fill in contact details** * Customers enter required information such as: * Name * Email * Phone number * They can also add a message (for example: asking for a quote or invoice). 5. **Submit the form** Once submitted, the bulk order request is sent to your store. #### After Submission (Merchant Experience)
After a customer submits the bulk order form: 1. **Submission is saved** * The request appears in **Powerful Form Builder → Submissions**. * Each submission includes: * Selected products and variants * Quantities and prices * Customer submitted data 2. **Follow-up with the customer** * You can contact the customer directly using the email or phone number they provided. * This is ideal for: * Sending quotes * Creating invoices * Confirming bulk pricing or availability *** ### ▶️ Tutorial video {% embed url="" %} *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Themes That Support “Match Theme Style” The **Match Theme Style** option allows your form to automatically inherit your Shopify theme’s colors, fonts, and styling. The list will be updated day by day. List of supported themes (Updating):ht #### **A** * Abode * Aesthetic * Aisle * Alchemy * Amber * Andaman * Atlantic * Aurora *** #### **B** * Banjo * Barcelona * Baseline * Bazaar * Be Yours * Berlin * Blum * Blockshop * Boost * Borders * Broadcast * Brava * Bullet *** #### **C** * Canopy * Cama * Cello * Chord * Colorblock * Colors * Combine * Concept * Copenhagen * Cornerstone * Craft * Crave * Creative * Creator *** #### **D** * Digital * District * Distinctive * Divide * Dawn *** #### **E** * Effortless * Electro * Elysian * Emerge * Emporium * Energy * Enterprise * Envy * Essence * Essentials * Eurus * Expanse * Expression *** #### **F** * Fame * Fashionopolism * Fetch * Flawless * Flow * Focal * Foodie * Forge * Fresh *** #### **G** * Galleria *** #### **H** * Habitat * Handmade * Highlight * Honey * Huge *** #### **I** * Icon * Impact * Impulse * Infinity *** #### **K** * Kairo * Kidu * King * Kingdom *** #### **L** * Local * Loft * Lorenza * Luxe * Lute *** #### **M** * Machina * Madrid * Marble * Maranello * Masonry * Modules * Mono * Monk * Motion * Murmel *** #### **N** * Next * Noblesse *** #### **O** * Origin * Outsiders *** #### **P** * Paris * Pesto * Piano * Pipline * Polyform * Portland * Prestige * Providence * Publisher * Pursuit *** #### **R** * Reformation * Refresh * Release * Relax * Responsive * Retina * Retro * Ride * Roam *** #### **S** * Sahara * Satoshi * Select * Sense * Shapes * Shine * Showcase * Sleek * Soul * Spark * Spotlight * Split * Startup * Story * Streamline * Studio * StyleScape * Symmetry *** #### **T** * Taiga * Tailor * Takeout * Taste * Testament * Tokyo * Toyo * Trade *** #### **U** * Urban * Urge *** #### **V** * Veena * Venue * Vivid * Vision *** #### **W** * Warehouse * Whisk * Woodstock *** #### **Y** * Yuva *** #### **Z** * Zest * Zora *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
# Translate a form If your Shopify store supports multiple languages, you can manually translate your forms to match each language.​ For example: On the site, select the Chinese language of the site, the form text display in Chinese too. ### ✏️ **Steps to Translate a Form** 1\. Open the app > click **Forms** > open the form you want translate 2. Select the target language in the language button above the form preview (Form example: Chinese) **Note**: Only the languages that are enabled in your Shopify store will appear in the translation dropdown inside the app.\ If a language isn’t enabled in Shopify, it won’t show as an option in the Form Builder. [Learn more](https://help.shopify.com/vi/manual/markets/languages/manage-languages)
3\. **Manually** edit the text of the form (field label, placeholder, field description, mails, error message,..) in target language (Chinese).
**⚠️ Important Reminder:** Choosing a language from the dropdown does not automatically translate your form. You must manually enter the translated text for each language 4\. Click **Save** to update the change in the form 5. Repeat for Other Languages: Repeat steps 3–5 for each additional language you want to support. *** ### 🌍 How Translated Forms Work on Your Store When you translate a form inside Powerful Form Builder, the form will automatically switch languages based on the language your customer selects on your website. Example: Store Languages = English & French Your Shopify store has two languages available: * **English** (default) * **French** Inside the form builder, you add translations for both languages. #### How It Looks to Your Customer **1️⃣ Customer views your store in English** 🌐 Store language: **English**\ → The form automatically displays all English text: * “Name” * “Email address” * “What can we help you with?” * “Submit” **2️⃣ Customer switches the website language to French** 🌐 Store language changed to: **Français** → The form instantly updates to show your French translations: * “Nom” * “Adresse email” * “Comment pouvons-nous vous aider ?” * “Envoyer” *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # "After Submit" Actions Once a customer clicks Submit, you can choose what happens next. This is located in the **After submit** section of a form. ### ⚙️ How it works in general There are three main behaviors you can choose from: * **Clear form**: The form resets to blank so the user can submit it again. * **Hide form**: The form disappears and is replaced by your "Thank you" message. * **Redirect to page**: The user is automatically sent to a different URL (like a "Success" page or a Thank you page).
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Edit “Thank you” message After the form is submitted, the thank you message (text) shows up on the screen to let customers know the form has been submitted successfully. > If you choose to **Hide form** o**r Clear form**, you can customize the message the user sees on the screen. ### ✏️ **Steps to edit the "after submit" message** 1\. In the app, click **Forms** > open the form you want 2\. Click **After submit** icon on the left side > select **Hide form** or **Clear form** option 3\. Edit content of thank you message in the **Message** box Examples: * “Thank you! We’ll get back to you shortly.” * “Your request has been received — check your email for confirmation.” * “Thanks for contacting us! Our support team will reply within 24 hours.” You can edit: * Text * Formatting * Links (optional) 4\. **Save** form to apply changes
### 💡 **Tip for an affective "thank you" message** * Be Clear and Concise: Ensure the message clearly confirms the submission. * Provide Next Steps: Inform users what to expect next, such as response times. * Maintain Brand Voice: Keep the tone consistent with your brand's communication style.​ *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Redirect to a page after submit Use this if you want to send customers to a specific landing page or a special offer after they complete the form. ## ✏️ **How to set direct link** 1. Open the app > click **Forms** > open the form you want 2. Click **After submit** icon on the left side > change **Action** to **Redirect to page** 3. In the URL field, paste the full link of the page where you want users to be redirected after submission (for example: your-shop.com/thank-you). > Make sure the URL starts with `http://` or `https://`. 4. Save form to apply change
### 🧪 **Testing the Redirect** After setting up the redirect: * Submit the form yourself to verify that it redirects to the intended page. * Ensure that the destination page loads correctly and provides the expected content or message.​ *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Edit error message on the form Customizing error messages allows you to provide clear, branded feedback to users when they input incorrect or incomplete information in your forms.​
*** ### 🛠️ **Step to manage** 1\. Open the app > click **Forms** > open the form you want 2\. Click **Settings** icon on the left side > click **Error message**
3. Add your custom text to the field
4\. Click **Save** *** ### 💡 **Tips for Effective Error Messages** * Be Clear and Specific: Ensure that the message clearly explains the error and how to correct it.​ * Maintain Consistent Tone: Align the message tone with your brand's voice, formal, friendly, or casual.​ * Keep It Concise: Avoid lengthy explanations; keep messages short and to the point.​ *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Add an "I Agree to Terms and Conditions" checkbox to form Adding a consent checkbox ensures users acknowledge your policies (like Terms of Service or Privacy Policy) before submitting the form, helping you stay compliant and protect both parties.
*** ### 🛠️ **Steps to add checkbox** 1\. Open the app > click **Forms** > open a form you want to display 2\. In **Elements** tab**,** click **Add Element** > select **Accept Terms** element
3\. In the **Label** field, add the link you want to the text Normally it is linked with Term and condition pages of the store
4. Tick on checkbox is required (Optional but Recommended) 5. Click **Save** to finish *** ### 🎯 Why You Should Use It * Makes sure users have read and agreed to your policies, important for legal compliance. * Helps protect your business by documenting the user’s consent (useful in disputes or audits). * Builds trust with users: they see you take transparency and privacy seriously. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further # Theme integration Integrating the Form Builder app with your Shopify theme allows you to display forms directly on your storefront. Follow these simple steps to set it up:​ ### ⚙️ Enable App Embeds in Your Theme To show the form on the front store, firstly please make sure that the app embeds is enabled on your theme. Learn more about [App embeds](https://help.shopify.com/en/manual/online-store/themes/theme-structure/extend/apps#app-embeds) #### **Steps:** 1\. Go to Shopify backend > click **Online stores** > **Themes** 2\. Find the theme you want to the app to work on > click **Edit theme** button > it opens the theme editor
3\. On the sidebar, click the **App embeds** icon > Select the app embed of **Powerful Form Builder** app> click the toggle to activate it.
4\. Click **Save** to update the change in the theme editor Preview your store to view the embedded app live. Note: If you want to be safe, first test the form integration on a duplicate or unpublished theme — especially if your store is live. This helps avoid disrupting live visitors. *** ### ❌ How to Remove (Uninstall) the App from a Theme To uninstall the app from the theme, you just need to disable the app embeds on you theme. #### Steps 1. From then Shopify admin page, click **Online stores > Themes** 2. Find the theme you want to the app to work on > click **Edit theme** button > it opens the theme editor 3. Click the **App embeds** icon > elect the app embed of **Powerful Form Builder** app or click the **Search** bar and enter a search term to search (Form Builder) through your installed apps 4. Beside the app embed that you want to activate, click the toggle to deactivate it 5. Click **Save** *** ### 💡 Tips for a Smooth Integration * **Test on an Unpublished Theme First**: Before applying the app to your live theme, it's recommended to test it on an unpublished theme to ensure everything works as expected. * **Create a Theme Backup**: Before making any changes, create a backup of your theme by duplicating it. This allows you to revert to the original version if needed.​ * **Compatibility Check**: Ensure that your theme supports app embeds. If you're using a custom theme, you may need to consult with a developer. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Get embed code of a form This guide shows you how to get the embed code (shortcode) for your form so you can place it on any page of your Shopify store. #### Steps 1\. Open the app > click **Forms** > open a form you want 2\. Click **Publish** button on the right corner
3. Select the form layout and click **Copy short code**
#### **Example shortcode:** * Form shortcode for default/floating/boxed form: (xxx is form ID) ```
``` * Form shortcode for popup-button form: (xxx is form ID) ``` ``` Then paste the copied shortcode into the page, theme template, or section where you want the form to appear [Learn more](/display-and-placement/display-a-form-on-a-specific-page) *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
# Display a form on Shopify front store This guide shows you how to make your form appear publicly on your store (front store), like on homepage, product pages, or any custom page using Powerful Contact Form Builder. ⚠️ **Important prerequisite:**\ Before you start, you should check and enable the app embed on the theme [here](https://docs.powerfulform.com/form-setup/theme-integration#enable-app-embeds-in-your-theme) ### 🧩 Some Use Cases [Displaying form on a specific page](/display-and-placement/display-a-form-on-a-specific-page) [Displaying form on a specific product](/display-and-placement/display-form-on-product-pages) [Display a form on Homepage](/display-and-placement/display-a-form-on-homepage) [Add a form with app block](https://docs.powerfulform.com/form-setup/add-a-form-with-app-block) (specific position) *** ### ❓Trouble shooting - Form Not Showing #### **1️⃣ Make sure the app is integrated with your live theme** The form will not display unless the app embed is activated in your current live theme.\ Go to **Online Store → Themes → Edit theme → App embeds** and ensure the Form Builder embed is turned ON.
#### **2️⃣ Free plan limitation: only the first form can appear** If you are on the FREE plan, only the first form you create is allowed to show on your store.\ Any additional forms will not appear unless you upgrade to a paid plan. #### **3️⃣ Form type require a paid plan** Some form types are not available on the free plan: * Cart Form * Bulk Order Form * Register form * Multi-step form If you're trying to show either of these, please ensure you are on a paid plan. #### **4️⃣ Form code is not added to the page.** Check the page content or template and make sure the code of the form is added. Form code: (xxx is form ID) ```
``` #### **5️⃣ Still not working? We’re here to help** If the form still doesn’t show after checking all items above, please contact our support team. 📧 We’ll be happy to assist you further.
# Display a form on a specific page This guide helps you place your form on a specific page of your store, not on every page. Very useful when you want the form to appear only on, for example, your “Contact Us” or “Support” page. ### 📝 Option 1 — Use the App to Assign Form to a Specific Page Use this when you want the form to appear on a specific page (e.g. Contact page, Support page) without editing code. **Best for:** quick setup, no coding, easy to manage — especially for simple forms on standard pages. **Steps** 1\. Open the app > click **Forms** > open the form you want to display or create the new one 2\. Click **Publish** button at top right 3\. Select the display of the form: default, boxed, floating, popup
4\. On the popup, select the theme and the page you want to display the form on
5. Click **Go to theme** to enable the app embed to show form. If you enabled it, you can ignore the message 6. Select the position you want to place the form: **At the top of the page** or **At the bottom of the page** > Click **Publish** button
Then click **View page** to see how it looks on the site *** ### 📝 Option 2 —Embed the Form Using Shortcode **Best for:** when you need to embed a form inside custom content, blog posts, or any page where you can edit HTML. #### **Copy embedded code of the form** 1\. Open the app > click **Forms** > open a form you want 2\. Click **Publish** button on the right corner
3\. Select the display of the form: default, boxed, floating, popup 4\. Click **Get short code** > copy the short code of the form
#### **Add embedded code to the page/section you want** For example: I would like to add the form to contact page 1\. Form Shopify admin page > click **Sale channels** > **Online stores** 2\. Click **Pages** > open a page you want
3\. Click icon **\** to show **HTML** content of the page
4. Paste the embedded code of the form here
5. Click **Save** Then click **View page** to see how it looks on the site
#### Tutorial video {% embed url="" %} *** ### 📝 Option 3 - Add the Form as an App Block in the Theme Editor Use this when you want to insert the form as part of your theme layout — using Shopify’s theme editor. Good for themes with customizable sections or for repeating forms on multiple pages. Learn more here *** ### 🆚 Quick Comparison
MethodUse Case / BenefitsRequires Coding / Editor Access?
App → Assign to PageEasy setup, no code, simple pages❌ No
Shortcode EmbedFull control, custom pages or content areas✅ Some HTML editing
Theme / App-BlockIntegrates with theme layout, reusable sections✅ Theme customization access
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Display a form on Homepage This guide shows you how to make your form appear on the homepage of your store. ### 📝 **Steps to add form** #### **Copy the form shortcode in the app** 1\. Open the app > click **Forms** > open a form you want 2\. Click **Publish** button on the right corner
3\. In Which page type you want to display, select **Homepage**
4. Copy the short code of the form > click **Add form** button > it directs you to theme editor
#### **Add form shortcode to the Homepage template** 1. In the theme editor, click **Add section** > select **Form Builder** app
2. Paste the form code (embedded code) to the content of app block
3. You can drag and drop to change the position of the app block (the form) on the Homepage 4. Click **Save** to update the Theme editor 5. Go to front store to check the form on Homepage. *** ### ▶️ Tutorial video {% embed url="" %} *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Display form on product pages This guide explains how to make a form appear on one, some, or all product pages of your store using Powerful Contact Form Builder. ### **✅** Before You Begin Enable App Embed on Your Theme To make any form show on your storefront (product page, custom page, etc.), you first must ensure your theme allows app embedding.\ Please view this [guide](/display-and-placement/theme-integration) to learn more *** ### ⚙️ Select specific product page to add the form 1\. In the app, click **Forms** > open the form you want to display or create the new one 2\. Click **Publish** button at top right > select the form layout
3\. Select a theme and select **Products** > one of the product to display the form
4\. Click **Go to theme** to enable the app embed to show form. If you enabled it, you can ignore the message 5\. Select the position you want to place the form: **At the top of the page** or **At the bottom of the page** > click **Publish** button Then open the product page on the front store to view the form
*** ### ⚙️ Display the form on all product pages 1\. Open the app > click **Forms** > open a form you want 2\. Click **Publish** button at top right > select the form layout 3\. Select a theme and click **Products** > **All product pages** > copy the form short code
4\. Click **Add form** button below > it directs you to theme editor > open the **default** product template
5\. Click on the **app section** of the form Builder app > paste the form short code in the section > **Save**
Then check the form on the online store to see the result. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
# Display Different Forms on Different Products Powerful Contact Form Builder allows you to display a unique form for each product on your Shopify store.\ You can do this in two ways, depending on how precise you want the form placement to be. You now have **two clean options** to display different forms on individual product pages:
OptionDifficultyBest For
1. Add code in product description⭐ EasyFast setup, basic placement
2. Use custom product template⭐⭐ ProfessionalPerfect layout control, recommended
*** ### 🛠️ Option **1 — Add the Form Code Directly Inside the Product Description** *Quick & simple — but positioning may not be perfect.* Use this method if you want a fast setup and don’t need exact placement on the product page. #### ⭐ Step 1 — Copy Your Form’s Embed Code 1\. Open the app > click **Forms** > open a form you want 2\. Click **Publish** button on the right corner
3\. Select the display of the form: default, boxed, floating, popup 4\. Click **Get short code** > copy the short code of the form
Example: (xxx is form ID) ```
``` ⭐ Step 2 - Add form code to the product description 1. From Shopify admin page > go to **Products** > open a product detail 2. In the product **Description** section, click the **\** button (HTML editor) 3. Paste your embed code into the description.
4. Click **Save**. Now your form will appear on the product page inside the description area. 💡 Note: This method is easy but the form may not appear exactly where you want inside the layout. *** ### 🛠️ **Option 2 — Add Form Using a Custom Product Template** *Most professional method — allows perfect placement using the Theme Editor.* This method allows you to add the form exactly where it should appear on product pages. #### 📝 Step 1 — Create a New Product Template 1. From Shopify admin page > click **Online stores** > **Themes** > **Edit theme** > open the theme editor 2. At the top center, click the **template selector** > choose **Products** 3. Click **Create template** > name your new template (e.g **new contact form**).
#### 📝 Step 2 — Add Form Block to the Template 1. In the left sidebar, click **Add section** > **Apps** > add **Powerful Form Builder** 2. Inside the block settings, paste your embed code: Example code: `
` (xxxx is the form ID)
3. Drag the block to place the form where you want (before/after product info, below media, etc.) 4. Click **Save**. #### 📝 Step 3 — Assign Template to a Product 1. Go back to Shopify admin > **Products** > open the product that needs this specific form 2. On the right sidebar, find **Theme template** > select n**ew contact form** template (the template you just created) 3. Click **Save**.
Now only this product uses the template that contains your custom form. #### 📝 Repeat for Each Product To assign a different form for another product: * Create or duplicate the product template * Insert a different form block or embed code * Assign that template to that product This gives you full control and unlimited flexibility. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Add a form with app block This guide shows you how to place a form created with Powerful Contact Form Builder directly into any page or template on your Shopify store using the App Block method. This is ideal when your theme (or page template) has been customized and you want precise control over where the form appears ### 📝 Step 1: Copy the Form Shortcode 1\. Open the app > click **Forms** > open a form you want 2\. Click **Publish** button on the right corner
3\. Select the display of the form: default, boxed, floating, popup 4\. Click **Get short code** > copy the short code of the form
*** ### 📝 Step 2: Add the Form as an App Block 1\. From the Shopify admin page, click **Sale channels** > **Online store** > click **Edit theme** to go to the theme you want
2\. In theme editor > open the page template you want
3\. Click **Add section** > add **Form** app section
4\. In the app section > paste the form **shortcode** here
5. Optionally, drag-and-drop or reorder blocks to control where the form appears on the page 6. Click **Save** to apply changes. *** ### 📝 Step 3: Preview and Check the Live Store After saving, open the live version of the page (front store) to verify that the form appears correctly in the intended position. *** ### ▶️ Tutorial video {% embed url="" %} *** ### 🆚 Compare this method with others | Situation | Recommended Method | | --------------------------------------------------------------------- | -------------------------------------- | | Theme or page template is customized, or you need precise positioning | **App Block** (this method) | | Simple pages or you want the fastest setup | Shortcode embed / default form display | | Need to show form in product description or content area | Shortcode inside product/page conten | *** ### 🔧 Troubleshooting: Form Not Showing Up? If your form does not appear, check the items below: #### 1. Make sure the form is **published** Forms must be saved and published in the app before they will show on your store. #### 2. Ensure the page is using the **correct template** If you added the form inside a specific theme template (e.g., a custom product template), make sure that product or page is actually using that template. #### 3. Some themes require minor adjustments Certain Shopify themes may require: * Block placement adjustments * Template changes * Section settings updates If you’re unsure, we’re here to help. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Pop-up form on a New Button This guide explains two easy ways to display a popup form button on your Shopify store: * **Method 1:** Assign the popup form button to a specific page (automatic placement) * **Method 2:** Copy the popup code and insert the button anywhere on your page (custom placement) Choose the method that fits your needs. ### 🛠️ **Method 1 — Assign the Button to a Page (Automatic)** ✨ *Fastest & easiest — the app inserts the popup button for you.* **Step to add form** 1\. Open the app > click **Forms** > open the form you want to display or create the new one 2\. Click **Publish** button at top right
3\. Select the display of the form – **popup**
📌 In the Publish window: * Select your **theme** * Select **Which page type you want to display** * Under **Popup triggers**, choose **Form button**
4. Choose where to insert the button (Top / Bottom / Custom location) 5. Click **Publish** to apply. Then click **View page** to see how it looks on the site
*** ### 🛠️ **Method 2 — Add Popup Button with Code (Custom Placement)** 🎯 *Use this when you want the button to appear at an exact position on your page.* #### 📝 Step 1: Copy the popup form code 1\. Open the app > click **Forms** > open the form you want to display or create the new one 2\. Click **Publish** button at top right > select the display of the form – **popup**
3\. On the popup, select the theme and the page you want to display the form on > Click **Go to theme** to enable the app embed to show form. If you enabled it, you can ignore the message 4\. In **Popup triggers** field, select **Form button**
5\. Select the position **Custom location > copy the short code of the form**
Example code: **``** #### 📝 Step 2: Add button code to the position you want For example : I want to add button to product pages. \ 1\. From Shopify admin → **Online Store > Themes > Edit theme** 2. In the theme editor, open the **default** product template 3. Add an **app section** > select **Powerful Form Builder** 4. Paste the button code to the app section/block 5. Save.
*** ### ✏️ Edit the Popup Button (Text & Style) Once the popup button is added to your page, you can customize its **text** or **style** directly in the page editor. #### ⚙️ Edit the Button Text 📝 *Change what the button says* Example code: ``` ``` Replace **Open form** with the button text you want. E.g. **Contact us** Change to ``` ``` #### ⚙️ Change the Button Style 🎨 *Adjust color, border, size, etc.* The popup button automatically uses your theme’s default button style. At the moment, the app does not include built-in styling options inside the editor. If you want a custom style: Our support team can style the button for you (colors, borders, font, spacing, hover effects, etc.). 📩 **Email:** \ Please include: * The page link * The form ID * A description or example of the style you want\ (For example: “green background”, “rounded corners”, “larger button”, etc.) We’ll be happy to customize it for you. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Trigger a Popup form via theme button Instead of creating a new button, you simply add a special "ID" link to your theme's existing button. When a customer clicks that button, your form will instantly pop up on the screen. ### 🆔 1. Find your Form ID First, you need to identify the unique ID for the form you want to display. 1. Open the form app > go to the **Forms** list 2. Look at the ID column on the left side (e.g., `MTI1ODc3`) 3. Copy the ID for the form you wish to use
*** ### 🔗 2. Create the Trigger Link To make the button open the popup, you must format the link exactly like this: `#powerful-form-YOUR_FORM_ID` Example: If your Form ID is **MTI1ODc3**, your trigger link will be: `#powerful-form-MTI1ODc3` *** ### ✏️ 3. Add the link to your Theme Editor Now, apply this link to the button within your Shopify Theme. 1. From your Shopify Admin, go to **Online Store > Themes > Edit theme** 2. Navigate to the section containing the button you want to use
3. In the Button link field, paste the trigger link of the form (e.g., `#powerful-form-MTI1ODc3`). > `MTI1ODc3` is the form ID
4. Click **Save** *** ### 🧪 4. Testing the Popup To ensure everything is connected correctly: 1. View your live website. 2. Click the button you just edited. 3. The form should appear as a centered popup overlay.
*** **Need More Help?** If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Check submitted data After someone submits your form, you can review all their answers. A submission is created in the Submissions in the app. ### 🧾 View submissions * In the app sidebar, click **Submissions**. * You’ll see a list showing all recent submissions.
* Click on any submission in the list to view its full details.
*** ### 📄 **What is included in a submission detail?** When you click to view a submission, you’ll see all the information submitted through the form, including: * Form name – The form that was used * Submission time – When the form was submitted * IP address: IP address of the location of customer who submitted the form * Submitted data – All answers/inputs the customer filled out * Page submitted from – The URL where the form was submitted (helpful if your form appears on multiple pages) * Customer info (if available) – Shopify customer details, such as name or email, if the customer was logged in * Tags or Note or comment from user – You and your colleague can add tag or note or comment manually to the submission detail This makes it easy to track, review, or follow up with customers based on their responses. *** ### 🔎 Filtering submissions You can easily narrow down submissions by using filters: * Filter **By Form** — see submissions from a specific form only * Filter **By Status** — e.g. pending, reviewed, completed (if you use statuses) * Filter **By Date Created** — select a date range to view submissions from that period
*** ### 🗑️ Delete Submissions (Optional) 1. Open the app > click **Submissions** on the left of sidebar navigation 2. Select submissions you want or filter them as guided above > click **Select 50+ submissions** to select all the submissions 3. Click **More actions** icon (…) > **Delete submissions** ⚠️ **Important:** Deletion is permanent. Any uploaded files linked to the submission will also be deleted and cannot be restored. If you want to keep uploaded files, download them first before deletion.
*** \ **Need More Help?** If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # View Insight of the Form The **Insight** panel provides you with important statistics and analytics about how your forms are performing, including visits, submissions, devices, browsers, time zones, and more. This helps you understand user behavior, spot issues, and improve your form design for better conversion. Insgights of a form help you: * Identify which forms perform best. * Optimize design for the most-used devices and browsers. * Discover where your users are located and what language they prefer. * Track traffic sources (ads, social media, search engines). *** ### 🧩 How to access form Insights * Open the app > click **Forms** > see the form list * Click on **Insights** of the form under **Action** column
*** ### 📈 Insights Dashboard Overview When you open a form’s insights, you’ll see several sections with key performance data: #### ⭐ 1. **Top Summary** * **Submissions**: Total number of completed form entries. Example: *2 submissions in the last 7 days means 2 customers filled out the form completely.* * **Visits:** How many times the form was opened or viewed. Example: *18 visits show that 18 users saw the form, but not all submitted.* * **Unique visitors:** Number of distinct users who viewed the form. Example: *2 unique visitors = 2 different people visited, some may have revisited multiple times.* * **Unique respondents:** Number of distinct users who submitted. Example: *1 unique respondent means only 1 user submitted the form, possibly multiple times.*
*** #### ⭐ 2. **Trends (Charts)** * **Submissions Chart:** Shows submission trends over time. Example: *You received 1 submission on Sept 24 and 1 on Sept 26, but none on other days.* * **Visits Chart:** Shows how many times the form was viewed each day. Example: *8 visits on Sept 24, fewer on later dates. This may mean Sept 24 had higher traffic or promotion.*
*** #### ⭐ 3. **Devices** Shows which devices visitors used to access the form. * Example: *15 users on desktop, 5 on mobile. If mobile is low, consider optimizing your form for small screens.*
*** #### ⭐ 4. **Browsers** Breakdown of which browsers visitors used. * Example: *Most users used Chrome (11), followed by Safari (5). This helps test compatibility.* *** #### ⭐ 5. **Countries** Shows where your visitors are coming from. * Example: *15 visitors’ countries could not be detected, but 4 are from the US and 1 from the Philippines.* * This can help you decide if localization or translations are needed. *** #### ⭐ 6. **Operating Systems** Identifies whether visitors use Windows, iOS, Android, or Mac. * Example: *15 users on Windows, 5 on iOS. If you have many mobile users, ensure the form loads quickly on iOS/Android.* *** #### ⭐ 7. **Languages** Shows the detected browser language of visitors. * Example: *20 users had their browser set to English, 0 for other languages. This means English works fine, but you may add translations if expanding globally.* *** #### ⭐ 8. **Time Zones** Displays visitors’ time zones. * Example: *Most users were in Asia/Singapore (9), some in America/Chicago (4). This helps you time your campaigns better.* *** #### ⭐ 9. **UTM Sources** Tracks how users reached your form. * Example: *All 20 visits show “None,” meaning no UTM tracking was set. If you run ads, adding UTMs will show whether visits came from Google, Facebook, or Instagram.* *** ### 🎯 How to Use These Insights Effectively * Check **Submission vs Visits:** see how many visitors saw the form vs how many submitted. A low submission rate may indicate form too long or confusing fields. * Check **Device** & **Browser** stats: make sure the form works well on popular devices and browsers. * Review **Time Zones / Countries:** helps plan communication or support, especially for global customers. * Track **Traffic Sources:** to evaluate marketing channels or campaigns. * Use **Trends** to monitor over time: see if recent changes improved submission rate or caused drop-off. Use insights to optimize your form layout, fields, wording for better conversion and user experience. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Export submitted data Exporting submissions lets you download all the responses into a spreadsheet (Excel). This is useful for backups, reporting, analysis, or sharing data with your team. ### 📤 Exporting All Submissions 1, Open the app > click **Submissions** 2\. Tick on the 1st checkbox of submission list > click **Select all 50+ submissions** to select all submissions in the list 3\. Click the **Export submission(s)** button > the export file will be downloaded immediately in your device 💡 **Reminder**: Make sure to click **“Select all 50+ submissions”** if you want to export more than just the 50 submissions visible on the first page.
*** ### 📤 Export Selected Submissions 1. From admin site of the app, click **Submissions** 2. Click **Add filter** > Find/filter the records that you want to export by: * **Status**: read/ unread * **Form**: form names * **Date created** : the time the submissions are created 3\. Click **Select all 50+ submissions** to select all submissions in the list 4\. Click the **Export submission(s)** button > the export file will be downloaded immediately in your device 💡 **Reminder**: Make sure to click **“Select all 50+ submissions”** if you want to export more than just the 50 submissions visible on the first page.
*** ### 🔔 Important Notes #### ❌ Permanent Deletion Once submissions are deleted from the app, they cannot be restored. Deleted data is permanently removed from the system. *** #### 🗂️ File Attachments If a submission includes uploaded files, the download links in your exported file will stop working after the submission is deleted. *** #### 💾 Save a Backup First If you need to keep any uploaded files, make sure to download and save them to your device before deleting the submissions. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Export and import forms You can easily export a form from one store and import it into another store using Powerful Contact Form Builder. This is helpful when migrating stores, duplicating forms, or backing up your work. ### 📤 Exporting a form **Steps** 1. Open the app > click **Forms** > select the form you want 2. Click **More actions** icon > **Export selected form(s)** 3. A `.json` file will download to your device. This file contains your entire form structure and settings.
*** ### 📥 Import a form **Steps** 1. Open the app > click **Forms** 2. Click **Import** form text, a popup will appear 3. Click **Add File** and upload the `.json` file you previously exported 4. Click **Import**. Your form will instantly appear in the **Forms** list.
*** ### ⚠️ Important Notes #### 🔁 Form IDs Change in New Stores When you import a form into a different Shopify store, the form will receive a **new Form ID**.\ This means: * Any old embed codes will no longer work * You must copy & use the **new Form ID** when embedding the form * Replace old shortcodes, app blocks, and custom code references This prevents ID conflicts and ensures forms work correctly on the new store. #### 🔐 Form content only (no submissions) Importing a form brings over form structure, layout, fields, settings, but does NOT import past submissions. #### 🎨 Theme settings (App Blocks) not included If you used app blocks or theme customizations on the old store, you’ll need to re-add the form to templates/pages in the new store. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Limit to one submit per user Use this setting to make sure each user can submit your form only once. Perfect for giveaways, surveys, or restricted offers. You can restrict users to a single submission based on their email address or phone number. ### ⚙️ Step to enable 1\. Open the app > click **Forms** > open a form 2\. Click setting icon on the left side > click **General** 3\. Tick on checkbox **Limit to one submit per user** > select option to identify the customers: **email** or **phone** 4\. Click **Save**
*** ### ✅ How It Works Once **Limit to one submit per user** is enabled, the app checks for duplicate entries based on the **email address** or **phone number** entered in the form. **🚫 When a user tries to submit again** If someone attempts to submit the form more than once using the same email or phone number, the form will block the submission and show an error message such as: > **“Data already exists”** This message informs the user that they have already submitted the form.
*** ### 🔧 Use Cases When we should enable this option? * Contests or giveaways: limit to one entry per user * Exclusive offers or coupons: avoid duplicate uses * Customer feedback or surveys: ensure one response per customer * Membership applications: one submission per applicant *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further[
](https://da76v9kevdkud.cloudfront.net/wp-content/uploads/2024/09/2024-09-13_17-10-22.png) # Shopify Customers integration ### 🎯 **Why Use This Feature?** After the form is submitted, a new customer account will be created in Customers of your Shopify store. The data filled on the form will also be added to customer detail. Reference: [Customer · Shopify Help Center](https://help.shopify.com/en/api/reference/customers/customer#properties-2019-10) By linking your form fields to Shopify’s customer fields, you can: * Automatically create new customer account in Shopify Customers * Automatically update customer information. * Improve customer management. To achieve that, all you need to do is to link all of your form elements to the customer properties. Below are the common customer properties: * Email * Phone * First name * Last name * Address: Address * Address: Apartment * Address: City * Address: Province * Address: Zip, postal code * Address: Company * Address: Country * Password *** ### ⚙️ **Steps to Map Form with Customers** Please follow our instructions to interlink your form elements to Shopify Customer Data 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click the **Integration** icon on the left side > enable **Shopify** and click on **Shopify** option to see setting detail
3\. Select **Shopify Account options** You will see several account options: * Automatically create customer account * Send email invitation (optional) * Require account approval (optional)
Choose the options that match your store’s workflow (e.g. automatic account creation or manual approval). 4\. Map form fields to Shopify Customer Fields * On the right side, you’ll see Shopify customer attributes (Email, Phone, First Name, Last Name, Address, etc.). * On the left, your form’s fields. Map each form field to the corresponding Shopify attribute (e.g. “Email” → Shopify **Email**, “First name” → Shopify **First name**). 📌 **Important:** Mapping the form’s **Email** field to Shopify **Email** is required. For address or other data, map as needed. Extra data (that doesn’t match standard Shopify fields) can go into **Tags, Notes, or Metafields**. 5\. (Optional) Add Customer Tags, Notes, or Metafields
**6. Save** the form to apply the change From now on, form submissions will create/update Shopify customer accounts automatically (depending on your options).
*** ### ⚠️ Important Notes & Limitations * The **Email** field must be mapped. It’s required by Shopify to create a customer record. * Only standard Shopify customer attributes are supported (name, email, phone, address, password). Extra or custom data should be stored via **Tags, Notes, or Metafields**. *** ### 📺 Tutorial video {% embed url="" %} *** ### 🔗 Related guides [**Automatically create customer**](/customer-fields/create-shopify-customers) [**Send email invitation**](/customer-fields/email-verification) [**Require account approval**](/customer-fields/customer-account-approval) *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further
# Account options You can decide how customer accounts are handled when someone submits a registration form. This guide will show you how to set up these options for both new and existing forms. When you create or edit s Registration form in the app, you will see a section that allows you to configure the form’s account options. There are 3 options:
✅ Option📦 What It Does
Automatically create customerImmediately creates or updates a Shopify customer account when the form is submitted.
Send email inviteSends a Shopify account invite to the user — they must click the invite link to activate their account.
Require account approvalHolds the submission for review. You must manually approve the account before it’s created in Shopify.
*** ### ⚙️ Select account options for new forms **Steps to manage** 1. Open the app > click **Forms** > click **Create new form** button > select **Shopify Register form** template 2. In **Account options**, select one of 3 options to control the way the customer data is added in Shopify after the form is submitted 3. Configure the form 4. Click **Save**
*** ### 🔗 Change account options for existing forms **Steps to manage** 1. Open the app > click **Forms** > open the form you want to edit 2. Click **Integration icon on the left side** > enable **Shopify** > click on **Shopify** option
3. Select **Shopify Account options** > select one of the options: **Automatically create customer, Send email invite, Require account approval**
4. Save the changes *** ### 🔄 What Each Account Option Does #### ✅ Automatically Create Customer * As soon as the user submits the form, a Shopify customer account is created (or updated if the email already exists). * The user can then log in immediately. * Shopify will send the standard “Customer account welcome” email automatically. * Recommended when you want instant registration, quick access, or simple account setup. [Learn more](https://docs.powerfulform.com/customer-fields/create-shopify-customers) #### ✉️ Send Email Invite * Instead of creating the account immediately, the system sends an **invite email**. * The user must click the link in the email to confirm and activate their account. * Good for verifying the user’s email, reducing fake/spam accounts, or ensuring consent. [Learn more](https://docs.powerfulform.com/customer-fields/account-options) #### 📝 Require Account Approval * The form submission is held in pending status, no account is created yet. * You (the store owner) manually review the submission and decide whether to approve or reject. * Once approved, the account is created and an invite email is sent to the user. * Useful if you want to vet registrations (e.g. wholesale, B2B, exclusive access, membership, etc.). [Learn more](https://docs.powerfulform.com/customer-fields/customer-account-approval) *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further # Create Shopify Customers When customers fill out your form, you can automatically turn their submission into a full Shopify customer account, saving you time and keeping customer data organized. ### ✅ What This Feature Does * Automatically creates a new customer account in Shopify when a form is submitted. * Transfers the data submitted like name, email, phone, address, etc. into the Shopify “Customers” database. * Optionally updates existing customer information if a submission matches an existing email/phone, instead of creating duplicates. This makes customer onboarding effortless and keeps your store’s customer records up to date.
To achieve that, all you need to do is to link all of your form elements to the customer properties. Below are the common customer properties: * *first\_name* * *last\_name* * *email* * *phone* * *addresses.address1* * *addresses.address2* * *addresses.city* * *addresses.province* * *addresses.zip* * *addresses.country* * *addresses.company* * *note* * *tags* *** ### 🛠️ Steps to Enable Shopify Customer Creation 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click the **Integration** icon on the left side > enable **Shopify**
3\. Select **Shopify Account options** > select **Automatically create customer** 4\. Select the shopify attributes (on the right) to map with form fields (on the left). For example the Last name field of the form should be mapped with Shopify last name attribute, ⚠️ The **Email** field must be mapped — Shopify requires email to create a customer account.
5\. Add customer tag, note, metafield and select Marketing status of customer account (optional)
**6. Save** the form to apply the change From now on, every valid submission will create (or update) a Shopify customer account automatically. *** ### 📌 Important Notes for Field Mapping #### Email Attribute Is Required When creating or updating a Shopify customer, the **Email** field must be mapped to Shopify’s **email** attribute.\ Without this, Shopify cannot create a customer profile. #### Mapping Other Fields For other fields (name, phone, address, etc.), you can map them to the corresponding Shopify customer attributes.\ Only supported attributes will appear in the dropdown. #### Supported Shopify Data The app supports only Shopify’s fundamental customer properties, such as: * Name * Email * Phone * Address fields * Standard Shopify customer attributes These are the only fields Shopify allows us to write directly into the customer profile. #### Adding Extra Data If you want to store additional information that Shopify does *not* support as native customer fields (e.g., “membership level,” “preferred style,” “customer type,” etc.): → Add that information into: * [**Tags**](https://docs.powerfulform.com/customer-fields/add-customer-tag-fixed-tag), or * [**Notes**](https://docs.powerfulform.com/customer-fields/add-customer-note) inside the Shopify customer record * [**Metafield**](https://docs.powerfulform.com/customer-fields/customer-metafield) This is the best way to store custom or extra customer data. *** ### 🧩 What Happens After Setup When you enable **Automatically create customer**, the app will attempt to **create or update a Shopify customer profile** every time the form is submitted.
How the Workflow Works: **1️⃣ Customer submits the form** The user fills out the form on your storefront and clicks **Submit**. **2️⃣ The app creates (or updates) a Shopify customer** **If the email does NOT exist** * A new Shopify customer account is created * Shopify automatically sends the Customer account welcome email * The user can immediately log into their new account via your Shopify login page **If the email already exists** * The app will update the existing customer profile with the new information provided * Name * Phone * Address * Tags * Any mapped Shopify customer fields No duplicate customer is created. *** ### 💡 When to Use This Feature This is ideal for: * Signup / registration forms (newsletter, user accounts, etc.) * Wholesale or B2B registration forms * Lead capture forms — automatically turn a lead into a customer record * Event registration, service requests, or booking forms — when you want to keep all requesters as customers *** ### 🔗 Related guides [**Send email invitation**](/customer-fields/email-verification) [**Require account approval**](/customer-fields/customer-account-approval) *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further # Customer account approval If you want full control over who becomes a customer on your store, for example for wholesale, membership, or restricted-access shops, use the **Account Approval** option. Instead of creating an account immediately, customers submit a form and wait for your review. This is perfect for: * Wholesale/B2B stores * Member-only shops * Stores that require customer validation before giving access *** ### 🛠️ Set up Require account approval 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click the **Integration** icon on the left side > enable **Shopify** 3. Click on **Shopify** option to see the setting detail
4. Under **Account Options**, select **Require account approval**
5. Select the shopify attributes (on the right) to map with form fields (on the left). For example the **Last name** field of the form should be mapped with Shopify **last name** attribute, ⚠️ **Email** field on the form is required to be mapped with **email** attribute of Shopify. 6. Add customer tag, note, metafield and select Marketing status of customer account (optional)
6. Save the form to apply the change Submit the form and check the result *** ### ✅ How to Approve a Customer Account Note: only Customer accounts created from the form can show up in **Customers** tab of the app. For Approved account, if you change/delete the account in the app, the change will be reflected to the **Customers** in Shopify. **Steps to manage** 1\. Open the app > click to **Customers** > select **Pending accounts** on the Customers filter dropdown to view
3\. Click customer name to open customer detail > click **Approve** button
4\. Confirm to approve and send an account invite to customer email on the popup. Once approved: * Shopify automatically sends a **Customer Account Invite** email * The customer clicks the link to set their password * Their customer account becomes active *** ### 🔄 Customer Account Approval Flow If you enable the account option for ‘Require account approval‘, then each customer who submits the form will need to be manually approved before their account can be activated. #### 1️⃣ Customer Submits Form The customer fills out your form (e.g., Wholesale Application, Membership Registration). Their entry is saved as a **Pending Account Request**. #### 2️⃣ Admin Reviews Request You review: * Customer details * Business information * Uploads (if any) * Tags or metafield values * Any custom fields from the form #### 3️⃣ Admin Approves or Rejects
ActionWhat Happens
ApproveShopify sends an account invite → customer activates → profile created in Shopify
RejectNo account is created; optional rejection email may be sent
#### 4️⃣ Customer Activates Their Account After approval, the customer opens the **Shopify account invite email**, sets their password, and logs in. #### 5️⃣ Customer Record Created in Shopify The new customer profile includes everything you mapped: * Name * Email * Phone * Address * Tags * Notes * Metafields And the customer now has full access to the account area of your storefront.
**🆘 Still Not Working?** If you’ve checked everything above and the approval flow still doesn’t work: 📧 **Contact our support team:** # Email verification If you'd like to make sure users verify their email before their form submission is fully accepted, our app supports Email Verification. When enabled, customers will need to verify their email address via a confirmation email. This is a great way to prevent spam or ensure only real users complete your forms. *** ### 🛠️ How to Set Up Email Verification 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click the **Integration** icon on the left side > enable **Shopify** and click on **Shopify** option
3\. Select **Shopify Account options** > select **Send email invitation**
4\. Select the shopify attributes (on the right) to map with form fields (on the left). For example the Last name field of the form should be mapped with Shopify last name attribute, ⚠️ **Email** field on the form is required to be mapped with **email** attribute of Shopify. 5\. Add customer tag, note, metafield and select Marketing status of customer account (optional)
**6. Save** the form to apply the change *** ### 📧 How Email Verification Works Require email verification workflow #### 1️⃣ Customer submits the form The user fills in the registration form and enters their email address. #### 2️⃣ Shopify sends a “Verify Your Email / Activate Your Account” email Once the form submission is received: * Shopify automatically sends a **Customer Account Invite** or **Activation Email** to the user * The email contains a verification link * This email comes from Shopify, not the app **Example:** > “Click the link below to activate your account”
#### 3️⃣ Customer clicks the link to verify their email When the customer clicks the email link: * Shopify verifies their email * They are asked to **set a password** * Their account becomes active #### 4️⃣ Customer appears in Shopify → Customers Once activated, the customer profile is created based on the form data. The account will show: * Name * Email * Phone * Address * Tags, notes, or metafields you mapped *** ### 🎯 Why Use Email Verification? * Prevents fake or spam accounts * Ensures customer email is valid * Reduces bounces and improves email deliverability * Adds a layer of security to your store * Ensures only verified users can access protected areas (wholesale, members-only, etc.) *** ### ⚠️ Important Notes * Email verification only works when **Send email invite** is selected * The customer **cannot log in** until email is verified * Shopify handles the email and activation link — not the form app * Make sure your sender email is **verified** in Shopify Settings → Notifications *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further # Customer metafield This feature allows you to save customer form submissions directly into a customer metafield in Shopify (e.g. birthday, preferences, membership status, notes, custom attributes). **What You'll Need** * A published form in the **Powerful Form Builder** app. * A **Shopify customer metafield** already created.\ (*You can create one via Shopify Admin → Settings → Custom data → Customers → Add definition.*) *** ### 📝 Step 1: Create and Use Customer Metafields 1\. From Shopify admin page > go to store **Settings** > click **Metafields and metaobjects** 2\. Click **Customers** > add a customers metafield or use an existing one. For example: the key is **custom.gender** > copy the **Namespace and Key** Click **Add definition** (or similar) to define a new custom field. You’ll need to specify: * A **name** (e.g. “Birthday”, “Preferred Language”, “VIP Tier”, etc.) * A **namespace & key** (internal identifiers for Shopify) * A **content type** (text, number, date, boolean, etc.) — choose based on the data you want to store. * (Optional) Description — helps clarify what this metafield is used for 3. Save it.
*** ### 📝 Step 2: Connect Your Form Field to the Metafield 1. Go to Powerful Contact Form Builder app > click **Forms** > open a form you want to edit 2. Click **Settings** > enable **Shopify** and click on **Shopify** option
3. Map form field with metafield.Select the shopify attributes (on the right) to map with form fields (on the left). For example the **Last** **name** field of the form should be mapped with Shopify **last name** attribute. ⚠️ **Note**: **Email** field on the form is required to be mapped with **email** attribute of Shopify.
4. Tick on checkbox **Set metafields for created customer** > map form field with metafields. Click **add mapping metafield row** to add more You’ll see two dropdown lists: * Left side = your **Form fields** * Right side = your **Shopify metafield definitions**
Example mapping: | Form Field | Shopify Metafield | | ---------- | ----------------- | | Gender | custom.gender | | Hobby | custom.hobby | | Number | custom.number | 5. Click **Save** to apply your metafield mappings. *** ### ✅ How It Works When a customer fills out the form and submits it: The data from the field you linked will be automatically saved to their **Shopify customer metafield**. #### Example Scenario Your form includes a **Gender** field: * Male * Female * Others
You mapped this field to a Shopify metafield:\ **Namespace.key = custom.gender** A customer fills in the form and selects: > **Gender: Male** Then they submit the form. The app will: 1. Create or update the Shopify customer profile 2. Save the customer’s answer directly into the metafield you set up So inside Shopify → Customers → (This Customer):\ You will now see: **Gender = Male**
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further # Add Customer Note Use this feature to automatically add information submitted through your form into the **Note** field of the customer’s Shopify profile. This is useful for comments, extra details, notes from form submissions, and other custom data. The ‘Customer note’ is visible here
Firstly, please make sure the form data is connect with Shopify customer data. [Learn more](https://globosoftware.net/kb/how-to-connect-form-elements-to-shopify-customer-data/) *** ### 🛠️ Steps to Set Up “Add Customer Note” 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click the **Integration** icon on the left side > enable **Shopify** > click on **Shopify** option
3\. Select **Shopify Account options**. They are **Automatically create customer, Send email invitation, Require account approval** 4\. Select the shopify attributes (on the right) to map with form fields (on the left). For example the Last name field of the form should be mapped with Shopify last name attribute, ⚠️ **Email** field on the form is required to be mapped with **email** attribute of Shopify.
5\. Add fixed value to the **Notes** field. Click **Form input** icon to show the variables of the form field and add to note field Optionally, you can combine multiple form fields into one note (e.g. “Message: \[message\_field] — Preferred contact time: \[time\_field]”).
6\. Click **Save** *** ### ✅ How It Works #### 1. Customer Submits the Form A customer fills out your form on the storefront: **Example form fields:** * **Full Name:** Sarah Thompson * **Email:** * **Message:** “I would like to request a custom gift wrap.” * **Preferred Contact Time:** Evening They click **Submit**.
#### 2. App Adds the Data to Customer Note Because you mapped these fields to the **Shopify Customer Note**, the app automatically writes the submitted data into the customer’s note section inside Shopify. **Shopify Admin → Customers → Sarah Thompson → Note** The Note field now contains: ``` Message: I would like to request a custom gift wrap. ```
#### 3. Result * The information is stored directly in the customer’s profile * You don’t need to click into submissions to see these details * Support, sales, or fulfillment teams can easily reference the customer’s notes when needed *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further # Add Customer Tag The **Add Customer Tag** feature lets you automatically add tags to Shopify customer accounts when a form is submitted. Customer tags help you: * Segment customers (e.g. Wholesale, VIP, Newsletter) * Identify where customers come from * Trigger workflows in other apps (email marketing, CRM, automation tools) With Powerful Form Builder, you can add tags without manual work, everything happens automatically after submission. *** #### 🏷️ Two Ways to Add Customer Tags You can add customer tags in **two different ways**, depending on your use case: * **Fixed Tag**\ Adds a predefined tag every time the form is submitted\ *(Example: `wholesale`, `contact-form`, `newsletter`)* * **Dynamic Tag**\ Creates a tag based on the customer’s form input\ *(Example: tagging customers with their selected role, country, or business type)* *** #### ✅ When Are Tags Added? Customer tags are added: * After the form is successfully submitted * To new customers or existing customers (based on your form setup) * Automatically, without any manual action *** ### 🔗 Related guides [A a fixed tag to customer ](https://docs.powerfulform.com/~/revisions/A6iqcSvm9LlSNOeSiGON/customer-fields/add-customer-tag/add-customer-tag-fixed-tag) [A dynamic tag ](https://docs.powerfulform.com/~/revisions/A6iqcSvm9LlSNOeSiGON/customer-fields/add-customer-tag/add-customer-tag-dynamic-tag) [Fixed Tag vs Dynamic Tag](https://docs.powerfulform.com/~/revisions/A6iqcSvm9LlSNOeSiGON/customer-fields/add-customer-tag/fixed-tag-vs-dynamic-tag) [Overwrite Customer Tags & Notes](https://docs.powerfulform.com/~/revisions/A6iqcSvm9LlSNOeSiGON/customer-fields/overwrite-customer-tags-and-notes) *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further # Add Customer Tag - fixed tag Using a **fixed Tag** lets you automatically attach a predetermined tag to a customer when they submit a form. This helps you label, organize, and segment customers consistently — for example: “newsletter-signup”, “wholesale-lead”, “giveaway-entry”, etc. To achieve this, please make sure the form is connected to Shopify Customers first. [Learn more](/customer-fields/shopify-customers-integration) ### 🛠️ Steps to Add a Fixed Customer Tag 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click the **Integration** icon on the left side > enable **Shopify** and click on **Shopify** option
3\. Select the shopify attributes (on the right) to map with form fields (on the left). For example the Last name field of the form should be mapped with Shopify last name attribute, ⚠️ **Email** field on the form is required to be mapped with **Email** attribute of Shopify.
4\. Tick on the checkbox **Add fixed tags** > add the tag you want to the field. You can add multiple tags separated with a comma For example: **`wholesale, ordered, B2B`**
5\. Click **Save** *** ### ✅ What Happens After Submission Once you set a Fixed Tag in the Shopify integration settings, the tag will be automatically added to the customer profile every time the form is submitted. #### 🧍‍♂️ 1. Customer Submits the Form A customer fills out your form and clicks **Submit**. #### 🔄 2. App Updates the Shopify Customer Profile After the submission: * If this is a new customer, the app creates a Shopify customer record * If the customer already exists, their profile is updated * Your Fixed Tag is added instantly to their customer account. In the **Tags** section, you will see the tag(s) you added in the integration settings.
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further # Add Customer Tag - Dynamic tag Use this feature to automatically add a tag to your Shopify customer profile based on what the customer chooses or enters in a form. Great for segmentation, targeted marketing, or internal tracking. ### 🎯 What Is a Dynamic Tag? A **dynamic tag** is a tag that gets assigned to a customer based on their form response. For example: if a user chooses “Wholesale” in a dropdown, the tag “Wholesale” will be added to their customer profile. If they select “Retail”, the tag “Retail” is added. Dynamic tags help you organize customers easily and tailor follow-ups or offers based on their preferences. *** To achieve this, please make sure the form is connected to Shopify Customers first. [Learn more](https://globo.io/kb/how-to-connect-form-elements-to-shopify-customer-data/) ### 🛠️ Steps to Enable Dynamic Customer Tags 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click the **Integration** icon on the left side > enable **Shopify** and click on the **shopify** option
3\. Select Shopify attributes (on the right) to map with form fields (on the left). For example the Last name field of the form should be mapped with Shopify last name attribute, ⚠️ **Email** field on the form is required to be mapped with E**mail** attribute of Shopify.
4\. Tick on the checkbox **Add tags base on form’s answer** > click **Add another tag** > select a form field in the dropdown \=> the answer customers select/enter on the field will be added to Shopify customer tag after the form is submitted **Example**: if you have a “Customer Type” dropdown, choose that field. The tag added will exactly match the customer’s answer (e.g. “Wholesale”, “Retail”, “VIP”, etc.).
5\. Ticket on the checkbox **Override customer’s existing tags** (optional) 6\. Click **Save** to apply your changes. *** ### ✅ What Happens After Submission Imagine your form has a dropdown field **“Customer Type”** with options: *Retail*, *Wholesale*, *VIP*.
ActionResult
Customer selects Wholesale and submitsTheir Shopify customer profile gets the tag “Wholesale” automatically
Customer selects VIP later and re-submits (with overwrite enabled)Their tags are updated — previous tag removed, new tag “VIP” assigned
You can then use these tags inside Shopify for segmentation, special pricing, email campaigns, or access control. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further # Fixed Tag vs Dynamic Tag ### 🔄 Overview Comparison
FeatureFixed TagDynamic Tag
What it isA tag you set manually in settingsA tag generated automatically from a customer’s form answer
Tag valueAlways the sameChanges based on what the customer selects
Best forLabeling all customers from a form the same waySegmenting customers depending on their choices
Example tagnewsletter, wholesale-leadCustomer chooses Wholesale → tag = Wholesale
Requires mappingEmail onlyEmail + the specific field used for the tag
Updates tagsAdds a fixed tag each submissionUpdates based on new answers if “overwrite tags” is enabled
*** ### 🧩 When to Use Each Type #### ✅ Use **Fixed Tag** When: * You want every customer who submits the form to get the same label * You need tracking such as: * `newsletter` * `lead` * `giveaway-entry` * `contact-form` * You want to easily group customers based on the form they submitted *** #### 🎯 Use **Dynamic Tag** When: * You want the tag to reflect what the customer selected * Examples: * Customer Type: Retail / Wholesale * Service Type: Haircut / Coloring / Styling * Interest: Shoes / Bags / Accessories * Perfect for segmentation and targeted marketing *** ### 🧪 Examples
Customer’s Form AnswerFixed Tag ResultDynamic Tag Result
Selected: WholesaleAlways tags customer as lead (or any fixed value)Adds tag: Wholesale
Selected: RetailStill tags customer as leadAdds tag: Retail
Selected: VIPStill tags customer as leadAdds tag: VIP
*** #### Need More Help? If you still need assistance, please contact us at [**support@powerfulform.com**](mailto:support@powerfulform.com). Our team will be happy to help you resolve any issues or guide you further # Overwrite Customer Tags & Notes When customers submit your form multiple times, you can choose whether the app should append new tags/notes to their existing Shopify customer profile or overwrite the previous ones. [Learn more about Customer auto tagging](/customer-fields/add-customer-tag/add-customer-tag-fixed-tag) [Learn more about Automatically edit Customer Note after submitting form](/customer-fields/add-customer-note) By default, new tag(s) or note content will be added each time the form is submitted. If you want the new tags or note content replace the old one (the old data is deleted), please enable the setting: **Overwrite customer’s existing tags and notes**
*** ### 🛠️ How to Enable Overwrite Tags & Notes 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click the **Integration** icon on the left side > enable **Shopify** and click on **Shopify** option
3. Connect form data with Shopify data and set tag or note you want to add to customer detail 4. Tick on checkox **Override customer's existing tags** and **Override customer's existing notes** **☑️ Overwrite customer’s existing tags** This removes *all* previous tags and replaces them with new ones from the form submission **☑️ Overwrite customer’s existing notes** This clears the old note and replaces it entirely with the new note generated from the form.
5. Save the form to update the changes *** ### ✅ How It Works #### Example 1: Overwrite Tags **Before Submission** Customer tags in Shopify:\ `Wholesale`, `VIP`, `Priority` **New Form Submission** Form adds tags:\ `Retail`, `New-client` **If “Overwrite tags” is enabled** Old tags are removed → replaced with:\ `Retail`, `New-client` *** #### Example 2: Overwrite Notes **Before Submission** Customer note: > “Requested delivery on Monday.” **New Form Submission** Generated note from form: > “Prefers evening appointments.” **If “Overwrite notes” is enabled** The old note is replaced entirely with the new one. *** ### 🎯 When Should You Enable Overwrite? Use overwrite mode when you want: * A customer’s latest submission to always represent their current status * Tags to behave like categories (only ONE active category at a time) * Notes to reflect only the most recent form data * Customers updating their profile repeatedly (e.g., membership type, customer category, preferences) *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further # Edit customer account page This function allows your customers edit their own account information, like email or phone and other fields you’ve configured inside the app’s form builder after they log in customer account. ℹ️ Note: This option is available only when your form uses the **Registration form** type. *** ### 🛠️ Steps to Enable “Edit Customer Account Page” 1- Open the app > click **Forms** > open a form that you want (the form type must be register type) 2- Go to the **Settings** icon on the left side > click **Account page** > tick checkbox **Edit account page**. This create a page where your customers can edit their account (/account?view=formbuider\_edit) (optional)
3\. Change the title, message and description of the customer account page
4\. Click **Save** *** ### ✅ How It Works Once enabled: * Logged-in customers will find a **custom account page** in their store account area. * Customers can view the account details in the account page. * To changed the details, click **Edit account** > submit the form on the next page to update the submitted form data.
⚠️ **Limitations:** * The email address cannot be changed via this account page — per Shopify requirements. * Changes made by customers will update their Shopify customer profile directly. * The feature only works if the form is properly mapped to Shopify customer fields. [Learn more](https://docs.powerfulform.com/customer-fields/shopify-customers-integration) *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further # Require login to submit This article shows you how to change the settings to require customers to log into customer account before they want to fill in the form on your store. This is perfect for member-only forms, wholesale requests, VIP services, or any form that should not be available to the public. *** ### 🛠️ How to Enable "Require login" 1\. Open the app > click **Forms** > open a form you want 2\. In the form configuration, click **Setting** icon on the left side > click **General**
3\. Tick on the checkbox **Required login** to enable this feature
4\. Edit required login message 5\. Click **Save** *** ### ✅ How It Works Once **Login to Submit** is enabled, visitors must be logged in before they can access or submit your form. #### **1. Customer Visits the Form Page** When a customer opens the page **without being logged in**, the form becomes locked. Instead of seeing the full form, they will see your login message, for example: > “Please login to continue.” Your store's login link is automatically included.
#### 2. Customer Clicks the Login Link When the user clicks **login**, they are sent to your store’s Shopify login page: `/account/login` After logging in successfully, Shopify redirects them straight back to your form page. #### 3. Form Unlocks After Login Once the customer is logged in: * The full form becomes visible * All fields can be filled normally * They can submit as usual *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further # Display Submission list in account page Our app allows you to display form submissions and customer metafields directly in the Shopify **Customer Account Page**. This lets customers view their past submissions and edit allowed metafields. Note: This feature works with [New customer account](https://help.shopify.com/en/manual/customers/customer-accounts/new-customer-accounts/migration) option only, not [Legacy](https://help.shopify.com/en/manual/customers/customer-accounts/legacy-customer-accounts) account. *** ### 🛠️ Enable "Edit account page" 1. Open the form app > go to app **Settings > Customer account** > click **Edit customer account page**.
💡 You can also open the **Theme Editor** and access the **Customer account** page there
2. In the theme editor, click **Add block (+)** to insert extensions
You will see a list of available extensions. Choose the ones you want to add. * **Customer metafields** → Displays customer metafields on the Profile page.
* **View submissions (profile)** → Adds a link on the Profile page that leads to the submissions list.
* **Submission list** → Creates a new page showing all submissions from this customer.
3. Remember to click **save** in theme editor. *** ### 🛠️ Editing customer Metafields on the Account Page In the **Customer account settings**, you can choose which metafields to display and whether customers can edit them.
* Select **Allow edit** to let customers update that metafield in their profile. * If the option is not enabled, the metafield will still be shown but remain read-only. **Example:**\ If you enable **Allow edit** for the `gender` metafield, customers will see it in their account profile and can update their gender themselves. *** ### ✅ How It Works #### 👤 Customer Logs In They visit:\ **/account** Then click into their account dashboard. #### 📋 Submission List Displays Automatically The **Submission List** block will show: * All forms the customer has submitted * Submission dates * Quick preview or details button (depending on your theme) * A clean, organized table of their past activity
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further # Admin email notification You can easily receive email notifications every time a customer submits your form. * After the form is submitted, the email that contains submitted data will be sent to your admin email address. * You can add multiple email addresses as admin emails to receive notification after form submission. *** ### 📧 Set Admin Emails 1\. Open the app > click **Forms** > open a form you want to edit 2\. Click **Mail** icon on the left > click **Admin**
3\. Add your email address(es) to **Email** field to receive a notification email when this form is submitted. * You can add more than one (separated by commas) * You can send notifications to your team or departments (e.g., support@, sales@)
4\. Tick on checkbox **Also send to dynamic email** \[optional]. This allows you set up admin email based on selected option on the form. [Learn more](https://globosoftware.net/kb/receive-admin-email-at-different-email-address-based-on-selected-fields/) 5\. Add email’s subject and edit the email content as you want You can edit: * Subject line * Intro message * The layout of submitted data (using variables)
7\. Click **Save** *** ### ✅ How It Works Once enabled: 1. A customer submits the form 2. The app collects all submitted data 3. An email is sent instantly to the admin email(s) you configured 4. The email includes all form fields + submission timestamp 5. If the form contains uploaded files, links to the files are included *** ### ❓ FAQs #### **📧 Can I add multiple admin email addresses?** Yes. You can add up to **5 email addresses** for each form.\ When a customer submits the form, the notification email will be sent to **all** email addresses you entered. *** #### **📧 Can I use the same admin email for all forms?** Absolutely.\ If you have multiple forms (e.g., 3 forms), you can enter the same email address such as:\ **** for each of them. Each form will send its own notifications to that email. *** #### **📝 Can I set different admin emails for different forms?** Yes.\ Each form has its own email settings, so you can configure unique admin emails per form if needed. *** #### **📨 Is there a limit to how many admin emails can be sent?** Email sending limits depend on your plan: * **Free plan:** Up to **40 emails** per month * Higher plans: no email limit You can view the full details in the **Pricing Plans** section inside the app. *** #### **✉️ Why is the sender email “”? Can I change it to my own email?** Currently, all notification emails are sent from our system email: **** If you want to change the sender email, you can set SMTP in the app. [Learn more](https://docs.powerfulform.com/mail-notification/smtp-setup) *** #### ❗ Admin Email Not Working? If you aren’t receiving admin notifications, check the items below: **1- No Email Is Added** Ensure you've added at least one valid admin email address. **2- Email Goes to Spam / Promotions** Check your spam folder.\ Add your store email or app sender email to your email’s safe list. **3- Your Email Provider Blocked the Message** Gmail, Yahoo, Outlook, and corporate accounts may block automated messages. Try: * Using a different admin email * Using a company domain email **4- Email Variables Are Broken** If you edited the template and deleted a critical variable, the email may fail. Try resetting to default template. **5- Still Not Receiving Email?** Contact our support team: *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further # Customer email notification Customer Email Notifications allow you to send an automatic confirmation email to users after they complete your form. ### 🛠️ How to Set Up Customer Email Notifications 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click Mail icon on the left side > click **Auto Responder**
3\. Enable the checkbox **Send email to customer** > Select the type of email address to send notification: **Use element’s email**
4\. Scroll to the bottom to see the email template and edit the email content. Add available variable to the email content. You can edit the: * Email subject * Greeting or message * Layout of submitted information * Footer message * Store signature 5\. Click **Save** to update the form *** #### ✉️ Email Notification options explained
OptionWhat It DoesExample
Use account’s emailSends email to the Shopify customer account email (customer must be logged in).A logged-in user submits the form → email is sent to their Shopify account email.
Use element’s emailSends email to the email entered in the form’s Email field.Customer enters john@example.com → confirmation is sent to that email.
Only element’s emailSends email only to the selected Email field (if you have multiple Email fields).Form has two email fields but you choose only one → email is sent only to that specific input.
Conditional field emailSends email to a field that appears only when conditions are met.“Business Email” appears only when user selects "Business" → email is sent to that field.
All elements emailSends email to all Email fields the user fills (if multiple exist).Form has john@example.com and team@example.com → email goes to both.
*** ### ✅ How It Works Once enabled: 1. Customer fills out the form 2. App verifies the email entered 3. A confirmation email is automatically sent to the customer 4. The email includes: * Submission details * Custom message you configured * File links (if any were uploaded) * Date and timestamp This helps customers feel confident that their submission was received successfully. *** ### ❓ FAQs #### **1- Can I send confirmation to multiple customer emails?** Yes, just select **All elements email**. #### **2- Does this work for guests and logged-in customers?** Yes.\ Just select the appropriate option: * Guests → **Use element’s email** * Logged-in customers → **Use account’s email** #### **3- Why email is not sent to customers?** * **Wrong Email Option Selected:** Double-check Select email dropdown.\ Sometimes users accidentally choose “Use account’s email” instead of “Use element’s email”. * **The Email Field Was Deleted or Renamed** Make sure the email field exists and is correctly mapped. * **Email Went to Spam or Promotions** Ask customer to check spam, junk, or Gmail “Promotions” tab. * St**ill Not Working?** Please contact us at our support email: *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further # Edit customer email template You can customize the content of the email sent to customers: change the subject, message, and add dynamic fields to make it more personal and professional. ## 🛠️ How to Edit the Customer Email Template **Step to manage** 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click **Mail** icon on the left side > click **Auto Responder**
3\. Enable the checkbox **Send email to customer** > Select the type of email address to send notification: **Use element’s email** 4. Find the email template editor Scroll down to the **Email content** section. Here you can edit: * **Email subject** * **Greeting message** * **Body text** * **Layout of submitted data** * **Links & formatting** * **Footer or signature**
5\. Use dynamic variables (Optional) You can insert dynamic fields to personalize the email. Examples: * **{{customer.name}}** — Customer’s name (logged-in customers only) * **{{email}}** — Email entered in form * **{{data}}** — All visible form fields * **{{form\_name}}** — Name of the form * **{{store.name}}** — Your store name These variables automatically populate when the email is sent.
6\. Click **Save** to finish 🔔 **Note**: Variables of `{{customer.name}}` and `{{customer.email}}` are used for customers who already registered and logged in. This means: * If the customer **already has a Shopify account** * And they are **logged in** when submitting the form\ → these variables will automatically pull their Shopify account information. If the customer is **not logged in**, these variables will be empty.\ To capture guest emails instead, use: * **{{email}}** (the email entered in the form) *** ### ✏️ Change the email address at the footer of the email The footer text in the customer notification email (usually the “If you have any questions…” line) is fully customizable. You can update the email address, wording, or even remove the footer entirely. **Step** 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click **Mail** icon on the left side > click **Auto Responder** 3\. Edit the email at the footer of the email content 4\. Click **Save**
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further # Admin emails with conditions This feature lets you send admin email notifications **based on form answers**.\ Instead of notifying the same admin every time, you can set rules so the right person receives the right submissions. Perfect for: * Routing support vs sales inquiries * Sending wholesale requests to a different team For example: If the user selects “Web Dev”, the email will go to `web@globosoftware.net`\ If the user selects “Sales”, the email will go to `sales@globosoftware.net`\ If the user selects “Support”, it will go to `support@globosoftware.net` *** ### 🛠️ How to Set Up Conditional Admin Emails 1\. Open the app > click **Forms** > open a form you want (or [create a new one](mailto:undefined)) > Add field and option of the field. For example: create a field as screenshot below:
3\. Add a **Hidden** element to form > select **Data type** > **Dynamic value**
4. Enter values and corresponding emails
5\. From **Elements** tab, move to **Mail** > **Admin email** 6\. Tick on checkbox **Also send to dynamic email** > **Select email’s element** in dropdown > please select **Hidden** element you add admin emails
7\. Click **Save** to update the changes Now check the result when the form is submitted. *** ### ✅ How It Works After enabling conditional admin emails: 1. Customer submits the form 2. App checks their responses 3. If a condition matches →\ An email is sent to the email address you assigned 4. If no condition matches →\ No conditional email is sent (unless regular admin email is enabled) *** ### 📺 Tutorial video {% embed url="" %} *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further # SMTP Setup Email notifications will be sent from our email server no-reply\@powerfulform.com. Use SMTP so your forms send emails reliably using your own email provider (instead of the default sending service). #### Why Use SMTP? Using SMTP allows you to send emails directly through your own email provider (Gmail, Outlook, Zoho, custom domain, etc.). * Better email deliverability * Allows emails to come from your domain * More control and fewer deliverability issues
If you set up SMTP, the email notification will be sent from your own email address. (optional) The sender will be your SMTP email address, not . What you need to do: * Set SMTP in the app settings * Apply the app settings to each form ### 📮 How to Set Up SMTP 1\. Open the app > click **Settings** > click **Custom Mail & SMTP** > select one of the provider in **Provider** dropdown
2\. Enter the data of SMTP config: SMTP **Host, user name/email, password, port, Encryption** | Field | What to Put | Example | | -------------- | --------------------------------------------------- | -------------------------- | | **Host** | Your SMTP server hostname | `smtp.gmail.com` | | **Port** | SMTP port number | `587` (TLS) or `465` (SSL) | | **Encryption** | TLS / SSL / None | `TLS` | | **Username** | Your email login or SMTP username | `you@yourdomain.com` | | **Password** | Your email / SMTP password or app-specific password | `••••••` | 3. Click **Save** to update the settings 4. Send a **test email** to confirm settings and check your inbox to see if it arrives. If everything is correct: ✔ A test email will be sent to your admin email\ ✔ You’ll see a success message 🔔 Remember to **Save** the configuration before sending test email *** ### ⚙️ Apply the setting to the form 1. Go to the **Forms** tab of the app, open the form you want 2. In the form config, click **Mail** icon on the left side> click **Admin** > scroll down to **Use SMTP & API** > select **Mail provider** (Mail provider = SMTP you set in the app settings) 3. Click **Save**
Then you can submit the form to see if the sender email is from your own email address. *** ### 📧 Example: How to Set Up **Google SMTP** * Select **Google** as provider in **Provider** dropdown * **SMTP (host):** smtp.gmail.com * **Port:** 465 * **User name/Email address:** your Gmail address, for example * **App password:** not your email password, app password contains 16 characters without blank space. [Learn more](https://docs.powerfulform.com/trouble-shooting/create-app-password-for-google-smtp) * Send email from another email address (optional). [Learn more ](/mail-notification/send-emails-from-a-different-address-gmail)
⚠️ Important Notes for Google SMTP * Google **requires** 2-Step Verification + App Password * Normal Gmail password will **not** work *** ### 📧 Example: How to Set Up Outlook SMTP You can view Google SMTP for reference. Below are some credentials for Outlook SMTP. **Provider**: Outlook **SMTP** (host): smtp-mail.outlook.com **Port**: 587 **Username / Email address**: your outlook email address, for example: **Password / App password**: generate here *** ### ❓ FAQs #### 1- Why can’t I send a test email? If the test email fails, it means the SMTP configuration is **not working yet**.\ Usually one of the values is wrong. Please double-check: * ✅ **Email username** – is it your full email address? * ✅ **Password / App password** – copied exactly, no spaces? * ✅ **SMTP server** – correct host name from your provider? * ✅ **Port** – matches the encryption type (e.g. 465 for SSL, 587 for TLS)? * ✅ **Encryption** – set to the value your provider requires (SSL or TLS)? If everything looks correct and it still doesn’t work, please contact us at t **.** #### **2- Do I need an App Password for Gmail / Outlook / Yahoo?** Some providers do not allow normal passwords for SMTP. You should generate an **App Password** if you use: * Gmail / Google Workspace * Outlook / Hotmail * Yahoo Mail * iCloud Mail #### 3- Can I use a free Gmail account for SMTP? Yes, BUT: * You must enable **2-Step Verification** * You must generate a **Google App Password** #### 4- What’s the difference between SSL and TLS? Both encrypt your emails. * **SSL (port 465)** → more secure, recommended * **TLS (port 587)** → alternative if SSL is not supported Use the option recommended by your email provider. #### **4- Is SMTP required?** No. SMTP is optional.\ If you don’t want to use it, the app will send emails using the **PowerfulForm system email** by default. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further # Send emails from a different address (Gmail) When you add another address to your account for sending messages, Gmail typically treats the new address the same as your original Gmail address. The added address is an *alias* for your original address.
*** ### 📝 Step 1: Add an address you own 1\. On your computer, open [Gmail](https://mail.google.com/) 2\. In the top right, click **Settings** > **See all settings** 3\. Click the **Accounts and import** or **Accounts** tab 4\. In the “**Send mail as” section**, click **Add another email address** 5\. Enter your name and the address you want to send from > Click **Next Step** 6\. Enter the SMTP server (for example, smtp.gmail.com) and the username and app password on that account. It will require a confirmation code. Please follow steps below to know how to get the code.
*** ### 📝 Step 2: Confirm the address 1. Sign in to the email account you added. 2. Open the confirmation message you got from Gmail. 3. Click the link or get the verify code 4. Enter the code to the fields on the last steps of **Step 1** *** ### 📝 Step 3: Change the “From” address in Form Builder app If you still have not set up the SMTP for admin, please view this article for more details: Set up SMTP email 1\. In the SMTP configuration of admin, scroll down to **Send mail from another email checkbox** and tick on it 2\. Enter the newly added email address (alias email) to the field **From email** 3\. Add a custom name for email account if you want (optional) 4\. Click **Save** to update the changes
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Mail API Setup * If you set up mail with API configuration, the email notification will be sent from your own email address. * If you do not configure this option, email notifications will be sent from our email server ([no-reply@globosoftware.net](mailto:no-reply@powerfulform.com)) by default *** ### 📧 How to Set Up a Mail API Provider 1\. Open the app > click **Settings** 2\. Under **Mail SMTP & API**, open the **Provider** dropdown > Choose the provider you want to use (e.g., Sendinblue, SendGrid, Mailgun, Elastic Email, Zoho) 3\. Enter the information need of your account. **For example**: enter API key of your **Sendinblue** account. Find API key [here > ](https://developers.brevo.com/docs/getting-started)Set up customer sender information (optional) 4. Click **Save**
5. Send a test email to check if it works for you. If the test succeeds → your Mail API is ready. *** ### ⚙️ Apply Mail API to the form 1. Go to the **Forms** tab of the app > open the form you want 2. In the form config, click **Mail** icon on the left side> click **Admin** 3. Scroll down to **Use SMTP & API** > select **Use SMTP & API from Settings**
*** ### 🧩 How It Works After connecting a Mail API: * **Admin emails** * **Customer notification emails** * **Conditional emails** They will all be sent directly through your Mail API provider. *** ### ❓ FAQs #### **1- Why I can not send test email?** Answer: It means email API config still does not work. \ Please double-check the following: * user name * API key of the account Or contact our team at . so we can help you check the error log. #### **2- My provider isn’t listed. Can I still connect it?** If the provider supports **SMTP**, use the SMTP setup instead.\ API support is only available for providers listed in the dropdown. #### **3-Does using a Mail API affect Shopify’s emails?** No.\ This only affects emails sent from **Powerful Form Builder**, not Shopify’s own notification system. #### **4- Can I change the "From name" or "From email"?** Yes — as long as the email is *verified* with your email provider. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Limit emails in Free plan The Powerful Form Builder app includes a built-in email notification system.\ However, the **Free plan** has a limited number of emails you can send each month. If you're using our Free Plan, there is a limit of **40** email notifications per month. *** ### 📧 Email Limit for Free Plan On the **Free plan**, your store can send **up to 40 emails per month**. These include: * **Admin email notifications** (emails sent to you) * **Customer email notifications** (auto-reply emails sent to customers) Every time a form is submitted and an email is sent, it counts toward your monthly email quota.
*** ### 🚫 2. What Happens When You Reach the Limit? Once you have used all **40 emails**, the app will: * Stop sending admin emails * Stop sending customer auto-responder emails Your forms still work normally, but no email notifications will be delivered until the limit resets (on the first day of the month). *** ### ❓ Want More Emails? If you need to: * Send more than 40 emails/month * Get reliable notifications for every submission * Use customer autoresponder emails without limits 👉 **Upgrade** to a paid plan inside the app. Paid plans include unlimited email notifications. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Customer notifications after registration This feature allows you to customize the emails that Shopify automatically sends to customers after they submit a registration form that requires **approval**. These emails are only used when: ✔ **Your form has “Require account approval” enabled**\ (Meaning customers must wait for you to approve their account before they can log in.) [Learn more](https://docs.powerfulform.com/customer-fields/customer-account-approval) *** ### 🛠️ Edit email template 1. Open the app > click **Settings** > click **Customer notifications** There are 2 email template we can edit here. They are: * **Customer request:** Sent automatically to the customer after they request register account * **Customer denied:** Sent automatically to the customer when they complete their account denied 2. Tick on the checkbox of the email template you want to send
3. Open the template and edit the content
4. Click **Save**. *** ### 📩 1. Customer Request Email **“We received your registration request.”** This email is automatically sent the moment a customer submits the registration form. It lets them know: * Their request was received * Their account is not active yet * They must wait for approval **Example situation** A new customer signs up → they instantly receive the **Customer Request** email. *** ### ❌ 2. Customer Denied Email **“Your account request has been denied.”** This email is automatically sent when: * You review the request * You choose **Deny account** It informs the customer that their registration was not accepted. #### Example situation You check the pending customers list → click **Deny** → the customer receives the **Customer Denied** email. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Shopify Customers integration ### 🎯 **Why Use This Feature?** After the form is submitted, a new customer account will be created in Customers of your Shopify store. The data filled on the form will also be added to customer detail. Reference: [Customer · Shopify Help Center](https://help.shopify.com/en/api/reference/customers/customer#properties-2019-10) By linking your form fields to Shopify’s customer fields, you can: * Automatically create new customer account in Shopify Customers * Automatically update customer information. * Improve customer management. To achieve that, all you need to do is to link all of your form elements to the customer properties. Below are the common customer properties: * Email * Phone * First name * Last name * Address: Address * Address: Apartment * Address: City * Address: Province * Address: Zip, postal code * Address: Company * Address: Country * Password *** ### ⚙️ **Steps to Map Form with Customers** Please follow our instructions to interlink your form elements to Shopify Customer Data 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click the **Integration** icon on the left side > enable **Shopify** and click on **Shopify** option to see setting detail
3\. Select **Shopify Account options** You will see several account options: * Automatically create customer account * Send email invitation (optional) * Require account approval (optional)
Choose the options that match your store’s workflow (e.g. automatic account creation or manual approval). 4\. Map form fields to Shopify Customer Fields * On the right side, you’ll see Shopify customer attributes (Email, Phone, First Name, Last Name, Address, etc.). * On the left, your form’s fields. Map each form field to the corresponding Shopify attribute (e.g. “Email” → Shopify **Email**, “First name” → Shopify **First name**). 📌 **Important:** Mapping the form’s **Email** field to Shopify **Email** is required. For address or other data, map as needed. Extra data (that doesn’t match standard Shopify fields) can go into **Tags, Notes, or Metafields**. 5\. (Optional) Add Customer Tags, Notes, or Metafields
**6. Save** the form to apply the change From now on, form submissions will create/update Shopify customer accounts automatically (depending on your options).
*** ### ⚠️ Important Notes & Limitations * The **Email** field must be mapped. It’s required by Shopify to create a customer record. * Only standard Shopify customer attributes are supported (name, email, phone, address, password). Extra or custom data should be stored via **Tags, Notes, or Metafields**. *** ### 📺 Tutorial video {% embed url="" %} *** ### 🔗 Related guides [**Automatically create customer**](/customer-fields/create-shopify-customers) [**Send email invitation**](/customer-fields/email-verification) [**Require account approval**](/customer-fields/customer-account-approval) *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
# Shopify Marketing Consent Please make sure the form is connected to Shopify customer data first. [Learn more](/customer-fields/shopify-customers-integration) You can let customers choose whether to subscribe to marketing emails by adding an **“Accept Marketing” checkbox** in your form. When they submit, the app updates the **Shopify customer’s `accepts_marketing` status** accordingly. *** ### ✅ How It Works Once a customer submits the form: * If they check **Email Marketing**, their Shopify customer profile will show:\ **Email marketing: Subscribed** * If the customer leaves the box unchecked, Shopify will store them as **Unsubscribed**. This data appears under the customer’s profile in Shopify → **Customers → Marketing**.
*** ### 🛠️ How to Add Marketing Consent Fields to Your Form 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click **Element** icon > click **Add element** > select **Consent**
3\. Edit the field to label of the field as you want
4\. Click the **Integration** icon on the left side > enable **Shopify** > click on **Shopify** option
5. Scroll down to **Marketing (optional)** section, select **Record email marketing consent via form field** > select the checkbox field you have just create
6. Save the form. *** ### 📌 Example Suppose you label the checkbox **“Subscribe to newsletter”**: * Jane fills out the form and checks **Subscribe to newsletter** → Shopify puts her under subscribed marketing status. * Bob fills out the form and leaves it unchecked → Shopify sets him as unsubscribed. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Shopify Flow Integration After submitting the form successfully, the submission data will be sent to **Shopify Flow** as a JSON string.\ You can use this data to automate actions such as adding tags, sending emails, or triggering workflows. *** ### 🔧 Enable Shopify Flow 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click the **Integration** icon on the left side > enable **Shopify** and click on **Shopify** option to see setting detail
3\. Select **Shopify Account options - Automatically create customer**
4\. Map form fields to Shopify Customer Fields * On the right side, you’ll see Shopify customer attributes (Email, Phone, First Name, Last Name, Address, etc.). * On the left, your form’s fields. Map each form field to the corresponding Shopify attribute (e.g. “Email” → Shopify **Email**, “First name” → Shopify **First name**). 📌 **Important:** Mapping the form’s **Email** field to Shopify **Email** is required. 5. Scroll down and enable option **Enable Shopify Flow Trigger**
6. Click **Save** button *** ### ⚠️ Important Notes Shopify Flow only triggers when a customer is created or updated. Make sure you select **Automatically create customer** #### ❌ When Flow will NOT work If you select **Require account approval** * Customer is **not created immediately** * Status = pending approval * ➜ Shopify Flow will NOT trigger *** ### **✅** How it works * Customer submit the form * A new customer account is created or updated * The system sends the submission data to **Shopify Flow** as a JSON string.\ This includes all form fields (such as `email`, `name`, `phone`, `textarea`, etc.), which you can use in your Flow to automate processes like adding tags or sending notifications.
*** ### 🔧 How to get form data in Shopify Flow After a form is submitted, Powerful Form Builder sends the submission data to Shopify Flow as a **JSON string**. To use each field separately, add a **Run code** action to parse the data. #### Step 1: Add a Run code action After the Customer submitted a form trigger (or after a Condition), click **Add action**, search for **Run code**, and select it.
#### Step 2: Configure Run code 1. Add the GraphQL query to retrieve: * Submission data * Form ID * Form name 2. Paste the JavaScript code to parse the JSON string. 3. Define the output schema.
#### Result The **Run code** action returns the form submission as structured data instead of a JSON string. You can use this output in the next Shopify Flow steps to: * Send emails * Send data to third-party services * Call external APIs * Create or update customers * Build custom automations
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Google reCAPTCHA Integration ### ✅ What You Need Before You Start To enable Google reCAPTCHA, you need: * A **Google account** * A **Site Key** * A **Secret Key** You can create these for free in Google reCAPTCHA Admin Console. *** ### 📝Step 1: Create Your reCAPTCHA Keys in Google 1. Visit the Google reCAPTCHA admin page: 2. Click **+ Create** 3. Enter your website name
4. When registering a new website, the form will open and you need to fill in all the details correctly then submit the form. For example: I want to register recaptcha v2 * **Label**: Enter a name to identify your site (e.g., "My Shopify Store") as you want * **reCAPTCHA Type**: Select **reCAPTCHA v2** and choose **"I'm not a robot" Checkbox**. * **Domains**: Input your domain name. For example: Store URL: `abcstore.myshopify.com`\ Custom domain: `mycoolbrand.com` On reCAPTCHA setup, enter: `mycoolbrand.com`
5. Click **Submit** button and the site key and secret key shows up *** ### 📝 **Step 2 - Add Google reCaptcha to app Settings** 1 Open the app > click **Settings** >**Third party integration** > hover **Google reCaptcha** > click **Config**
2\. On **reCaptcha type** dropdown > select reCaptcha type: **v2** or **v3** 3\. Enter **Site key** and **Secret key** you get in **step 1** above
4\. Select language of the reCaptcha on front store 5\. Click **Save** and save the app **Settings** *** ### 📝 Steps 3: Enable **Google reCaptcha** on the form 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click **Integration** icon on the left side > enable **Google reCaptcha** 3\. Click **Save** to update the changes
*** ### 🛡️ How It Works Google reCAPTCHA helps protect your form from bots and spam submissions. Powerful Form Builder supports **reCAPTCHA v2** and **reCAPTCHA v3**, and each works differently.
#### reCAPTCHA v2 — “I’m not a robot” Checkbox **How it works:** * Your form displays a small **“I’m not a robot”** checkbox. * When a user clicks it, Google analyzes their behavior: * mouse movement * click pattern * browsing history (anonymized) * If Google is confident the user is human → the checkbox is enough. * If Google is unsure → it may show a small image challenge (e.g., *“Select all traffic lights”*). **What the user sees:** ✔ A simple checkbox\ ✔ Sometimes an image test\ ✔ Clear confirmation when verified **Best for:**\ Forms with high traffic or potential spam, stores wanting visible verification. #### reCAPTCHA v3 — Invisible Background Scoring *(Google has begun limiting support for new v3 keys. Some users may only be able to create v2 keys.)* **How it works (simple explanation):** * There is no checkbox and no challenge. * Google silently monitors user behavior in the background. * It assigns a **score from 0.0 to 1.0**: * **1.0 = very likely human** * **0.0 = very likely a bot** * The app uses this score to decide whether to allow or block the submission. **What the user sees:** ✔ Nothing (fully invisible)\ ✔ No clicking\ ✔ No challenge screens **Best for:**\ Stores wanting **zero friction** for customers and fewer visible checks. *** #### 💡 **Quick Comparison** | Feature | reCAPTCHA v2 | reCAPTCHA v3 | | ------------------------- | ----------------------------- | -------------------------------------- | | Visible to users | ✔ Yes | ✖ No | | User interaction required | Checkbox / Image test | None | | Bot detection method | Click behavior + challenge | Behavior scoring | | Best for | General forms, high spam risk | Customer-facing forms where UX matters | *** ### 🔧 Troubleshooting #### 1- reCAPTCHA is not appearing on the form To make sure the data is updated on the form, please try * go to the app > open the form > save the form again * refresh the page on the online store See if the recaptcha show on up on the page/form now. #### **2. “Invalid key type” or “Key mismatch” error** This happens when: * You generated **reCAPTCHA v3** keys but selected **v2** * Your keys are for the wrong domain * Keys were copied with extra spaces Fix: Recreate the keys in Google and paste them again. #### 3- ERROR for site owner: Invalid key type in the app preview As you can see in the screenshot, you may see a red notification in captcha box: ERROR for site owner: Invalid domain for site key. There is no need to worry about this because it is the preview which will be displayed properly in the front-end store as it works with your store domain. You might want to display captcha box properly in the preview area, please add one more domain: **form.globosoftware.net** or **dxo9oalx9qc1s.cloudfront.net** to the Recaptcha configuration.
#### 3- recaptcha box does not show correctly on the form on the online store Please check your recaptcha config and make sure the store domain is added. * For example: Store URL: `abcstore.myshopify.com`\ Custom domain: `mycoolbrand.com` On reCAPTCHA setup, enter: `mycoolbrand.com`
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # hCaptcha integration Add an extra layer of spam protection to your forms with hCaptcha — a secure and privacy-focused alternative to Google reCAPTCHA. **✅ What You Need** Before enabling hCaptcha, you need two keys: * **Site Key** * **Secret Key** You can get both keys from your hCaptcha account. Create an account or log in here: *** ### 📝 Step 1: Get Your hCaptcha Site key and Secret Key 1. Sign up or log in to the [hCaptcha Dashboard](https://dashboard.hcaptcha.com/) 2. Go to the **Sites** tab in the dashboard and create a new sitekey
3. Go to the **Settings** tab in the dashboard and generate your secret key by clicking **Generate New Secret**
You now have: * Site key * Secret key *** ### 📝 Step 2: Add the Keys to Powerful Form Builder 1. Open the form app > go to app **Settings** > hover on hcaptcha option 2. Paste the site **Site key** and **Secret key** from step 1 into the fields 3. Click **Save** to store your settings
*** ### 📝 Step 3: Enable hcaptcha for the form 1. In the app > click **Forms** > open the form 2. Click **Integration**, toggle on the **Captcha** option > click on the **Captcha** option to view detail > choose **hCaptcha**. 3. Save the form 4. Note: Verify the hCaptcha widget in the **live store**, as it may not display in the app preview.
*** ### 🛡️ How hCaptcha Works hCaptcha protects your form by identifying humans vs bots. #### ✔ Visible hCaptcha (checkbox or image challenge) * Users must solve a simple verification (like selecting images). * hCaptcha decides if the user is human before allowing submission. #### ✔ Invisible hCaptcha (runs quietly in the background) * No clicking, no challenge. * hCaptcha analyzes user behavior silently. * Only shows a challenge if activity looks suspicious. Your form is protected in both cases. *** ### 🔧 Troubleshooting #### ❌ Issue: hCaptcha not showing Try the following: * Double-check your **Site Key** and **Secret Key** * Make sure your **Shopify domain** is added in your hCaptcha dashboard * Clear browser cache or test in Incognito mode * Ensure the form is **published** and you’re on the correct page #### ❌ Issue: Form cannot be submitted Common causes: * Incorrect Secret Key * Incorrect domain * Key fields accidentally left blank * Theme scripts blocking the widget (rare) *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Klaviyo integration After the form is submitted, the data will be added to Klaviyo list in Klaviyo. ### ✅ What You Can Do With this integration, you can: * Add customers to a Klaviyo list * Collect new subscribers directly from your forms * Store additional profile data (first name, last name, phone, custom fields, etc.) * Maintain accurate, real-time audience data *** ### 📝 Step 1: Get Your Klaviyo Private API Key To connect Klaviyo, you need your **Private API Key**. 1. Log in to your Klaviyo account. 2. Navigate to **Account** > **Settings** > **API Keys**. 3. Click **Create Private API Key**. 4. Copy the generated key for use in the next step. > Permissions granted to the API key: > > **Read: Accounts and Forms**\ > **Full Access: List and Profiles, Subscriptions** Reference: **Note**: Ensure you use a private API key, as public keys are not supported for this integration. *** ### 📝 Step 2: Add API Key to Powerful Form Builder 1. Open the app > click **Settings** > **Third party integration** > hover **Klaviyo** > click **Config**
2. In **Klaviyo API key** field, paste the API key created in the step 1
3. Click **Save** to updated the changes *** ### 🧾 Step 3: Choose Your Klaviyo List 1\. Open the app > click **Forms** > open the form you want to deal with 2\. Click **Integration** icon on the left side > turn on Klaviyo option > click on the kalviyo option
3\. Select a contact list (from Klaviyo) in **List** dropdown
*** ### 📝 Step 4: Map Your Form Fields to Klaviyo Properties * The **Email** field is mandatory to create a new profile in Klaviyo * Optional fields like **First Name**, **Last Name**, etc., can be mapped as needed. Example*:* Map the "First Name" field in your form to the "First Name" property in Klaviyo
*** ### 📝 Step 5: Publish & Test Your Form If the form is published, you just need to save the form after you make changes. *** ### ✅ How It Works 1. A customer submit the form. 2. Customer email address is added to the Klaviyo list.
How to check the Klaviyo list: 1. Log in to your Klaviyo account > go to **Audience** > **Lists & Segments**. 2. Open the list you integrated with your form > Check for the new subscriber profile to confirm data has been added successfully. 3. You can create the flow with the selected it in your Klaviyo account. *** ### 🔧 Troubleshooting #### ❌ Profile not showing in Klaviyo Check the following: 1. API key is correct 2. List is selected 3. Email field is mapped to **email** 4. This could be due to the opt-in settings in Klaviyo: * **Single Opt-In**: Subscribers are added immediately without confirmation. This is recommended for seamless integration. * **Double Opt-In**: Subscribers must confirm their subscription via email. If they don't, their data won't appear in Klaviyo. **Note**: The app cannot bypass Klaviyo's double opt-in process. **Single Opt-In** is recommended. In account **Setttings:**
In **List Settings:**
#### ❌ “List not found” or empty list dropdown Try: * Regenerating a new Private API Key * Ensuring you have at least one active list in Klaviyo * Checking permissions (API key needs profile/list access). *** ### ❓ FAQs #### **Can I add customers to multiple lists?** Not automatically.\ A form can sync to **one list at a time**, but your Klaviyo flows can route profiles to other lists afterward. #### **Can I sync phone numbers?** Yes.\ Map your form’s **Phone** field to `phone_number`. #### **Can I update existing Klaviyo profiles?** Yes.\ If an email already exists, the app will **update** the profile with new data. #### **Can I trigger a Klaviyo flow after form submission?** Yes.\ Set your flow trigger to:\ ✔ Added to list\ or\ ✔ Profile property updated #### **Is a Klaviyo account required?** Yes, you must have a Klaviyo account with at least one list. #### **What happens if the customer does not enter an email?** Klaviyo requires an email address.\ Without it, the submission cannot be added to Klaviyo. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Mailchimp integration Automatically send form submissions to your Mailchimp audience (list) With the Mailchimp integration, you can add subscribers directly to your Mailchimp audience the moment they submit your form. ### ✅ What You Can Do With Mailchimp integration, you can: * Add subscribers to any Mailchimp **Audience** * Sync form data (email, name, phone, custom fields) * Keep your email list clean and always up to date *** ### 📝 Step 1: Get Your Mailchimp API Key To begin, you'll need an API key from your Mailchimp account: 1. Log in to your Mailchimp account 2. Navigate to **Account** > **Extras** > **API Keys** 3. Click **Create A Key** 4. Copy the generated key for use in the next step Reference: *** ### 📝 **Step 2: Add Mailchimp API key to the app settings** 1. Open the app > click **Settings** > hover on **Mailchimp** settings > click **Config**
In **Mailchimp API key** field, enter API key created in the **Steps 1** above
3. Click **Save** to update the changes *** ### 📝 **Steps 3 - Select Mailchimp list** Before Map the data, please make sure you create the contact list ([a signup form)](https://mailchimp.com/help/create-a-hosted-signup-form/) in **Mailchimp** to connect the data from the Globo form with that list. Follow this [link](https://mailchimp.com/help/create-a-hosted-signup-form/) to know more. 1\. Open the app > click **Forms** > open the form you want to deal with 2\. Click **Integration** icon on the left side > enable **Mailchimp** by toggling it on and clicking its name 3\. select a Mailchimp list in **List** dropdown
*** ### 📝 Step 4: Map Form Fields to Mailchimp Fields Select the value of the Globo form (on the right) to connect it to the fields in **Mailchimp** (on the left) * The **Email** value is compulsory here to create a new profile in **Mailchimp** * The other values are optional. Please map them based on your needs For example: the **First name** field of **Mailchimp** is matched with **First name** field of the form, the **Last name** field of **Mailchimp** is matched with **Last name** field of the form.
*** ### 📝 Step 5: Publish & Test Your Form If the form is already published, you just need to save the form after making changes. *** ### ✅ How It Works After a user submits the form, the form sends data to Mailchimp. * Mailchimp creates or updates the subscriber profile. * Log in to your Mailchimp account > go to **Audience** > **All contacts**. * Open the list you integrated with your form > check for the new subscriber profile to confirm data has been added successfully. Submission detail in the form app:
New contact is added to Mailchimp audience list:
*** ### 🔧 Troubleshooting #### ❌ Subscriber not appearing in Mailchimp Check: * The **Email** field is mapped to EMAIL (required) * You submitted a valid email * Audience is selected * API key has the correct permissions * The email is not part of your "Unsubscribed" or “Cleaned” list #### ❌ “Invalid API key” error Double-check: * You used a **Mailchimp API Key**, not a password * There are no extra spaces when you pasted the key * The key has not been revoked or expired #### ❌ Audience list not loading Try: * Generating a new API key * Checking if your Mailchimp account has at least one active audience *** ### ❓ FAQs #### **Can I add subscribers to multiple Mailchimp audiences?** No. Mailchimp allows each contact to belong to **one primary audience**.\ But you can use **tags** or **segments** inside Mailchimp to organize subscribers. #### **Do I need an email field?** Yes. Mailchimp requires an **EMAIL** field to add a subscriber. #### **Will existing Mailchimp profiles be updated?** Yes.\ If a profile already exists, the app will update the fields you mapped. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Map form Consent to Mailchimp When someone submits your form, Mailchimp needs to know whether they agreed to receive marketing emails. When someone submits your form, Mailchimp needs to know whether they agreed to receive marketing emails. ### ℹ️ What Is “Consent” in Mailchimp? **Consent** means the user has agreed to receive marketing emails from you. Mailchimp uses a special field (often called **Marketing Consent**) to store this information. If consent is not sent correctly: * Contacts may be added without permission * You may not be able to email them * This can cause compliance issues (GDPR, email laws)
*** ### ✅ Overview: What We’ll Do We will: 1. Add a **hidden** field to your form 2. Assign a consent value to that field 3. Map that field to **Mailchimp Consent** *** ### ⚙️ Step 1: Add a Checkbox for Consent 1. Open the app > click **Forms** > open the form you want to edit 2. Click **Add Elements** > choose **Consent** 3. **Add fiel**d label > Example*: `Yes, I am happy to receive emails about products, services, and updates.`* ### ⚙️ Step 2: Add a Hidden Field to Your Form 1. Open the app > click **Forms** > open the form you want to edit 2. Click **Add Elements** > choose **Hidden** element 3. Name the field something clear, for example: * `Marketing Consent` * or `Email Consent`
4\. Assign a Consent Value to hidden field **Data type** → `Dynamic value` #### Rule 1 – If user agrees * **When** → select the consent checkbox * **is** → `Yes` * **then value** → `subscribed` #### Rule 2 – If user does not agree * **When** → select the consent checkbox * **is** → `No` * **then value** → `unsubscribed` ✅ Now the hidden field updates automatically.
*** ### ⚙️ Step 3: Map the Hidden Field to Mailchimp Consent Now connect the form field to Mailchimp. 1. In the form, click the Integration icon on the left menu > click on **Mailchimp** option 2. Scroll to **Map questions to Mailchimp fields** > find the row for **Status** (or consent field) 3. Map it like this: * Your hidden field (on the right) * **Mailchimp consent (Status)** (on the left) 4. Click **Save**
*** ### 🔄 How It Works After Setup Once your form and Mailchimp integration are set up, everything works automatically in the background. Here’s what happens when someone submits the form: 1. Customer fills out the form 2- The hidden field checks what the customer selected: * If the customer selects **Yes**\ → Hidden field value becomes **`subscribed`** * If the customer selects **No**\ → Hidden field value becomes **`unsubscribed`** 3. When the form is submitted: * The email address is sent to Mailchimp * Mailchimp uses that value to set the contact’s status. Users who agreed are marked as **subscribed**
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Google integration Google provides you many amazing tools to stay organized, and to operate more efficiently and effectively. For example: Google calendar or Google sheets,… It will help you keep track of anything and analyze your data. That’s why we suggest you connect the form to your Google account. To achieve this, please follow simple steps below. *** ### 🧩 Connect Powerful Contact Form Builde app with Google 1\. Open the app > click > **Settings** >**Third party integration** 2\. Hover **Calendar/Google Sheets** > click **Config** > click **Sign in with Google**
3. Enter your Google account and accept the required permissions
4\. Click **Save** to update the change in the app **Settings** *** ### 🧩 Sync the form data to Google After connecting the app with your Google account, you can sync the form data to your Google Sheets or Calendar. Please view the article below to learn more. #### **1)**[ **Google Sheets**](https://docs.powerfulform.com/~/revisions/zH3ocLtRhbVvMmUZwFWl/app-integration/google-sheets-integration) #### **2)** [**Google Calendar** ](https://docs.powerfulform.com/~/revisions/zH3ocLtRhbVvMmUZwFWl/app-integration/google-calendar-integration) *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Google Sheets integration After the form is submitted, the submitted data will be automatically add to a selected worksheet in your Google Sheets. ### 📝 Steps 1: Connect the app with Google Please follow this [guide](/app-integration/google-integration) to complete this step. *** ### 📝 Steps 2: Connect form data to Google Sheets 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click **Integration** icon on the left side bar > enable **Google Sheet** > click on Google Sheets option
3. Create a new sheet file Type `Contact Form` to create a new spreadsheet with this name. A new file will be generated automatically inside your Google Sheets.
4. Select your worksheet > select fields of form that you want to show on Google sheets
5. Click **Save.** *** ### ✅ How It Works When someone submits your form: * A new row is added to your selected Google Sheet. * Each checked field will appear as a column. * Data is synced instantly.
**Important Notes** * Do not modify the structure of the selected worksheet (e.g., changing column headers, colors, or formatting), as this may disrupt the data synchronization process. * Only use the worksheet to receive data; avoid manual edits to prevent potential issues. *** ### 🔧 Troubleshooting #### ❗ “My Google account isn’t showing any sheets.” Try these: * Make sure you connected the correct Google account. * Refresh the page after connecting. * Ensure your sheet is not in Trash or Restricted folders. * Ensure you have at least *View* or *Edit* permissions. #### ❗ “New submissions are not appearing in the sheet.” Try: * Confirm the worksheet tab still exists (Sheet1, Sheet2, etc.) * Check that you selected the correct fields to sync. * Disconnect → reconnect Google, then save again. * The sheet is manually edited ⇒ the structure is changed. *** ### ❓ FAQs #### **Can I sync multiple forms to the same Google Sheet?** Yes! Each form can sync to the same spreadsheet by selecting different worksheets. #### **Can I change the spreadsheet later?** Yes! Just reopen Google settings and select another sheet. #### **Will old submissions sync after setup?** No. Only **new submissions** are sent to Google Sheets. #### **Can I disconnect Google at any time?** Yes. It will simply stop sending new submissions. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Google Drive Integration The app allows you to automatically upload files submitted through your forms directly to a Google Drive folder. This is especially useful for forms that include file upload fields, helping you keep all submitted files organized and accessible in one place. > **Note:** Only files from File Upload fields configured with **"Also upload to third-party storage" → "Google Drive"** will be uploaded to Google Drive. ### 📝 Steps 1: Connect the app with Google Please follow this [guide](https://docs.powerfulform.com/app-integration/google-integration) to complete this step.
*** ### 📝 Steps 2: Connect form data to Google Drive 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click **Integration** icon on the left side bar > enable **Google Drive** > click on **Google Drive** option
3. Create a new folder for your Google Drive > connect the form with the newly created folder > The new folder will be created in your connected Google Drive account and selected automatically as the destination folder.
4. Click **Save** to apply the changes. *** ### 📝 Step 3: Configure File Access Policy (Required) To upload files to Google Drive, you must configure your File Upload field correctly. 1. Open the File field 2. Under **Access policy**, choose: * **Public** – Anyone with the file link can access the file. * **Private** – The file can only be accessed through the app admin and authorized integrations. 3. Under **Also upload to third-party storage**, select **Google Drive** 4. Save the form
*** ### ✅ How It Works When a visitor submits your form: 1. The form submission is recorded normally in the app.
2. Files uploaded through eligible File Upload fields are automatically uploaded to the configured Google Drive folder.
> ⚠️ **Important**: If a submission is deleted from the app, any files associated with that submission that were uploaded through the Google Drive integration will also be deleted from Google Drive. *** ### ❓ FAQ #### Can I upload files from multiple File Upload fields? Yes. Any File Upload field configured to use **Google Drive** storage will upload its submitted files to the selected Google Drive folder. #### Can I use different folders for different forms? Yes. Each form can have its own Google Drive integration settings and destination folder. #### Will existing submissions be uploaded automatically? No. Only new submissions received after the integration is enabled will be uploaded to Google Drive. #### What happens if I change the destination folder? New uploaded files will be stored in the newly selected folder. Previously uploaded files will remain in their original location. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Google Calendar integration After a customer submits your form, PowerfulForm can automatically create a new event in your Google Calendar. ### 📝 Steps 1: Connect the app with Google Please follow this [guide](/app-integration/google-integration) to complete this step. *** ### 📝 Steps 2: Connect form data to Google Calendar 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click **Settings** > **Integration** > enable **Google Calendar** > click on **Google** **Calendar** option
3\. Choose a calendar + map fields * Select the **Google Calendar** you want to add events to * Match **Calendar** event fields with the data from your form. Click the **Form Inputs icon** to insert variables from your form. What you should map * 🕒 **Start Time** *(Required):* when the event begins * ⏱️ **End Time** or **Duration** *(Required):* when it ends / how long it lasts * 🏷️ **Title, Description, Location, etc.** *(Optional):* extra details
4\. Click **Save** to update the changes *** ### ✅ How It Works Submit the form once, then open your Google Calendar to check the new event. Check the event created after the form is submitted. **Example** If a customer submits: * **Start Time:** January 30⋅3:42 – 4:12pm * **Duration:** 30 minutes ⇒ The form app creates a calendar event from 3:42 – 4:12pm on January 30 in the selected calendar. Submission in the app:
A new event in Google Calendar
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # ActiveCampaign integration Connecting PowerfulForm to ActiveCampaign lets you automatically add new contacts to an ActiveCampaign list every time someone submits your form. Please note that the ActiveCampaign integration is only available on the **paid plans** of the Form Builder app. ### 📝 Step 1: Find or Generate ActiveCampaign API Key and API URL (in ActiveCampaign) To connect ActiveCampaign, you need 2 pieces of information: * 🔗 **API URL** * 🗝️ **API Key** 1. Log in to your **ActiveCampaign** account 2. Navigate to **Settings** > **Developer** 3. Copy your **API URL** and **API Key** For detailed instructions, refer to ActiveCampaign's official guide: [Find Your API Key](https://help.activecampaign.com/hc/en-us/articles/207317590-Getting-Started-Guide-API-Access)
*** ### 📝 Step 2: Add ActiveCampaign API Key to the app settings (in PowerfulForm) 1\. Open the app > **Settings** > **Third party integration** > hover **ActiveCampaign** > click **Config**
2\. In the **ActiveCampaign** > **ActiveCampaign API key and Api Url** field, enter API key created in **Steps 1** above
3\. Click **Save** to update changes Once saved, your ActiveCampaign account is connected. *** ### 📝 Steps 3: Map the form data to ActiveCampaign (in Form Builder) This part controls **where** form submissions go in ActiveCampaign and **which form fields** fill which contact fields. #### **Before you start (important)** You must create a **contact list** in ActiveCampaign first—because PowerfulForm needs a list to send contacts to. Follow this [link](https://help.activecampaign.com/hc/en-us/articles/360000030559-How-to-create-a-list-in-ActiveCampaign#how-to-create-a-list-in-activecampaign-0-0) to know more. #### **Mapping steps** 1\. Open the app > click **Forms** > open the form you want to deal with 2\. Click **Integration** icon on the left side > turn on **ActiveCampaign** > click on **ActiveCampaign**
3. In **List** dropdown, select the ActiveCampaign **list** that should receive contacts
4. Map fields * Left side = **ActiveCampaign fields** * Right side = **Your form fields** Example: * ActiveCampaign **First name** → Form **First name** * ActiveCampaign **Last name** → Form **Last name** 5. Click **Save** to finish > #### ⭐ Required field > > **Email is compulsory** (required) to create a new contact profile in ActiveCampaign. *** ### ✅ Check the results in ActiveCampaign After a customer submits the form: 1. Open ActiveCampaign 2. Go to **Contacts** 3. Open the list you selected You should see the new contact added there.
*** ### 🔧 Troubleshooting #### Data Not Appearing * Confirm **Email field is mapped** * Confirm the submission includes a **valid email** #### Incorrect Field Mapping * Re-check each mapping to ensure form fields match the correct ActiveCampaign fields #### API Connection Issues * Verify the **API URL** and **API Key** are correct * Ensure your ActiveCampaign account has permission to use the API *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Campaign Monitor ingtegration Connect PowerfulForm with Campaign Monitor to automatically add new form submissions to your Campaign Monitor email lists, so you can grow your audience and send campaigns without manual copy/paste. ### 📝 Step 1: Obtain Your Campaign Monitor API Key and Client ID (in Campaign Monitor) To connect Campaign Monitor, you need **two values**: * 🗝️ **API Key** * 🆔 **Client ID** **How to find them** 1. Log in to your **Campaign Monitor** account 2. Navigate to **Account Settings** > **API Keys** 3. Copy your **API Key** and **Client ID** For detailed instructions, refer to Campaign Monitor's official guide: [Find Your API Key](https://help.campaignmonitor.com/getting-started-with-the-api) *** ### 📝 Step 2: Add Campaign Monitor API Key to the app settings (in PowerfulForm) Now we’ll paste those values into Powerful Form so it can send contacts to Campaign Monitor. **Steps** 1\. Open the app > **Settings** > **Third party integration** > hover **Campaign Monitor** > click **Config**
2\. Enter **Client ID** and **API key** field created in the **Steps 1** above
3\. Click **Save** to update the changes Once saved, your Campaign Monitor account is connected. *** ### 📝 Step 3: Map form data to Campaign Monitor (in Form Builder) This step decides: * Which Campaign Monitor list receives contacts * Which form fields go into Campaign Monitor contact fields #### Before you start Make sure you already have an **email list** created in Campaign Monitor (so you can select it during setup). #### Mapping steps Follow this [link](https://help.campaignmonitor.com/create-a-subscriber-list) to know more. 1\. Open the app > click **Forms** > open the form you want to deal with 2\. Click **Integration** icon on the left side > find **Campaign Monitor** option > click **Connect**
3\. Select a contact list in the **List** dropdown. The list in the dropdown is the contact list from **Campaign Monitor** that you want to add form data to
4\. Map fields * Campaign Monitor **Email** ← Form **Email** * Campaign Monitor **Name** ← Form **Full name / First name** #### **⭐ Required field** **Email is required.** Campaign Monitor needs an email address to create/save a subscriber. 5\. Click **Save** to update the changes Check the data in **Campaign Monitor** after the form is submitted *** ### ✅ Test & Check Your Results (in Campaign Monitor) After you save the integration: 1. Submit your form once (use a real email to test) 2. Open Campaign Monitor 3. Go to your selected **List** 4. Confirm the new subscriber appears
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Sendinblue (Brevo) integration Connect Powerful Contact Form Builder with Sendinblue (now called Brevo) to automatically add new form submissions to your Brevo contact list. ### 📝 Step 1: Find or Generate Sendinblue (Brevo) API Key (in Brevo) Powerful Form connects to Brevo using an **API Key**. #### **Where to get your API key** * Log in to your **Sendinblue** account * Click on your profile name in the top-right corner and select **SMTP & API** > navigate to the **API Keys** tab * If you don't have an API key yet, click **Create a New API Key** > copy the generated API key for use in the next step. For detailed instructions, refer to Sendinblue's official guide: [Getting a Sendinblue API Key](https://help.debounce.io/kb/integrations/getting-a-sendinblue-api-key/) *** ### 📝 Step 2: Add Brevo API Key to the app settings (in PowerfulForm) Now paste your Brevo API key into PowerfulForm so the app can send contacts to Brevo. 1\. Open the app > click **Settings > Third party integration** > hover **Sendinblue** > click **Config** 2**.** Enter **Sendinblue API key** field created in the **Steps 1** above 3\. Click **Save** to update the changes
*** ### 📝Step 3: Connect form data to Brevo (in Form Builder) This step decides: * which **Brevo list** gets the contact * how your **form fields** map to **Brevo contact fields** #### **Before you start** Make sure you already created at least **one list** in Brevo (so you can choose it during setup). Follow this [link](https://help.sendinblue.com/hc/en-us/articles/208771609--BETA-Create-a-new-list-from-segmented-contacts) to know more. #### **Mapping steps** 1\. Open the app > click **Forms** > open the form you want to deal with 2\. Click **Settings** > click **Integration icon** on the left side bar > enable **Sendinblue** > click on its name
3. Select the **Brevo List** you want to add subscribers to
4. Map fields Select the value of the Globo form (on the right) to connect it to the fields in **Sendinblue** (on the left). For example: * **Email** ← your form’s Email field * **Name / First name / Last name** ← your form’s name fields 5\. Click **Save** to update the changes. *** ### ✅ Test & Check Your Results (in Brevo) * Submit the form once using a real email address * Open **Brevo** * Go to **Contacts** * Open the **List** you selected * Confirm the new contact is there
*** ### 🔧 Troubleshooting #### “Authentication failed” / “Invalid API key” * Double-check you pasted the Brevo (Sendinblue) API key (not SMTP key, not a different token). * Make sure there are no extra spaces before/after the key. * If it still fails, create a new API key in Brevo and update it in Powerful Form. (Old keys may be revoked.) #### Contacts are not being added to Brevo * Confirm the integration is enabled on the correct form (you might be editing a different form). * Make sure you clicked Save after mapping. * Verify the form submission includes a valid email address. * Check you selected the correct Brevo List in the integration settings. #### Some fields are empty in Brevo Re-check your field mapping. Example: mapping “Full name” into a “First name” field can look “empty” depending on how Brevo displays it. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # GetResponse integration Integrating Powerful Form Builder with GetResponse to automatically add new form submissions to your GetResponse contact lists, so your email marketing list stays updated without manual work. ### 📝 Step 1: Find or Generate GetResponse API Key (in GetResponse) The app connects to GetResponse using an **API key**. **How to get your API key** 1. Log in to your **GetResponse** account 2. Click on **Tools** in the top menu and select **Integrations and API** > navigate to the **API** tab 3. Click the **Generate API key** button > enter a name for your API key (e.g., "Powerful Form Integration") and click **Generate** 4. Copy the generated API key for use in the next step For detailed instructions, refer to GetResponse's official guide: [Where to find the API key?](https://www.getresponse.com/help/where-do-i-find-the-api-key.html) *** ### 📝 Step 2: Add GetResponse API Key to the app settings (in PowerfulForm) Now paste your GetResponse API key into Powerful Form so the app can send contacts to GetResponse. 1\. Open the app > **Settings** > **Third party integration** > hover **GetResponse** > click **Config** 2\. Enter **GetResponse API key** field created in the Steps 1 above 3\. Click **Save** to update the changes
*** ### 📝 Step 3: Map form data to GetResponse (in Form Builder) This step decides: * which GetResponse list/campaign receives new contacts * which form fields go into the correct GetResponse contact fields #### **Before you start** Make sure you already created a **list/campaign** in GetResponse (so you can select it in the integration settings). Follow this [link](https://www.getresponse.com/help/how-do-i-create-a-new-contact-list.html) to know more. #### Mapping steps 1\. Open the app > click **Forms** > open the form you want to deal with 2\. Click **Integration** icon on the left side > turn on **GetResponse** > click on **GetResponse** option 3. Select the **List**/Campaign you want to add contacts to 4. Map fields 4\. Select and enter value of **GetResponse** (on the left) to match with the form field. For example: * **Email** ← your form’s Email field * **Name / First name / Last name** ← your form’s name fields #### ⭐ Required field **Email is required** to create a contact in GetResponse. 5. Click **Save** to update the changes *** ### ✅ Test & Check Your Results (in GetResponse) * Submit your form once (use a real email for testing) * Open **GetResponse** * Go to your selected **list/campaign** * Confirm the new contact appears there
*** ### 🔧 Troubleshooting #### “Invalid API key” / connection failed * Make sure you pasted the correct API key (no extra spaces). * If the key was regenerated or disabled in GetResponse, create a new key and update it in Powerful Form. #### Contacts not added after form submission * Confirm GetResponse integration is enabled on the correct form. * Click Save after mapping (mapping changes won’t apply until saved). * Make sure the submission contains a valid email address. #### Some fields are missing in GetResponse Re-check field mapping (e.g., “Full name” mapped into “First name” may not display as expected). *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Hubspot integration Integrating Powerful Form Builder with HubSpot allows you to automatically send form submissions to your HubSpot CRM, streamlining your lead management process. ### 📝 Step 1: Get HubSpot Portal ID (in HubSpot) 1. Log in to your **HubSpot** account 2. Click your **profile picture** (top-right corner) 3. Your **Portal ID** appears in the dropdown Please follow this [link](https://knowledge.hubspot.com/account/manage-multiple-hubspot-accounts?&_ga=2.213679508.1258595645.1656994320-1460215817.1656259344#check-your-current-account) to know more. *** ### 📝 Step 2: Find or Generate Your Access Token (Private App) (in HubSpot) Powerful Form uses a **Private App Access Token** to securely send data to HubSpot. #### ✅ Create a HubSpot Private App + get the token * In your HubSpot account, navigate to **Settings** > **Integrations** > **Private Apps**. * Click **Create a private app** > enter a name (e.g., "Powerful Form Integration") and description. * Under **Scopes**, ensure the following are selected: * `forms` * `crm.objects.contacts.write` * `crm.schemas.contacts.write` * Click **Create app** > copy the generated **Access Token**. Please follow this [link](https://developers.hubspot.com/docs/api/private-apps#create-a-private-app) to know more *** ### 📝 Step 3: Add HubSpot Portal ID + Access Token to PowerfulForm (in PowerfulForm) 1. Open the app > **Settings** > **Third party integration** > hover**Hubspot** > click **Config**
2\. Enter **Hubspot Portal Id** and**Hubspot Private App Access Token >** paste the ID you find in step 1 and 2
3\. Click **Save** to update the changes *** ### 📝 Step 4: Map form fields to HubSpot (in Form Builder) This step controls **what gets sent** to HubSpot when someone submits the form. #### **Before map the data** please make sure you already create a form in Hubspot to collect customers information. Learn more about [creating a form in Hubspot](https://knowledge.hubspot.com/forms/create-forms#create-a-form) #### **Mapping steps** 1\. Open the app .> click **Forms** > open the form you want to deal with 2\. Click **Integration** icon on the left side > turn on **Hubspot** > click on **Hubspot** option
3\. Select a form you want from Hubspot 4\. Select the value of the form (on the right) to match with the form field in Hubspot For example: HubSpot Email ← Form Email HubSpot First name ← Form First name HubSpot Last name ← Form Last name **Note**: * The **Email** value is compulsory here to create a new profile in Hubspot * The other values are optional. Please map them based on your needs 5. Click **Save** *** ### ✅ Test & Check Your Results (in HubSpot) 1. Submit your form once using a real email address 2. In HubSpot, go to **Contacts** 3. Confirm the new contact appears (and fields are filled correctly)
For example: the **First name** field of Hubspot is matched with **First name** field of the form, the **Last name** field of Hubspot is matched with **Last name** field of the form *** ### 🔧Troubleshooting #### “Invalid token” / “Authentication failed” * Make sure you copied the **Private App Access Token** (not a different HubSpot key). * Remove any extra spaces when pasting. * Confirm your Private App includes these scopes:\ `forms`, `crm.objects.contacts.write`, `crm.schemas.contacts.write` #### “Portal ID is wrong” / cannot connect Re-check the **Portal ID** from the profile dropdown in HubSpot. #### No contacts created after submission * Confirm HubSpot integration is enabled on the **correct form**. * Make sure you clicked **Save** after mapping. * Submit a **new** test entry (older submissions won’t sync automatically). *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # How to Get Your HubSpot Access Token (Private App) 1. Log in to your HubSpot account > click the **Settings** icon in the top navigation bar
2. In the left sidebar, go to **Integrations** > **Private Apps**. If you haven’t created a private app yet, click **Create a private app**
3. On the **Basic Info** tab, enter your app name (e.g., `GloboFormatHubspot`) > ppload a logo (optional) > add a short description
3. Switch to the **Scopes** tab > click **+ Add new scope** > select the permissions your app needs > click **Update** to save your scopes * `forms` * `crm.objects.contacts.write` * `crm.schemas.contacts.wri`
4. Click **Create app** in the top right corner > confirm the details and click **Continue creating** 5. After the app is created, go to the **Auth** tab > click **Show token** to reveal your access token > click **Copy** to copy it to your clipboard
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Get Hubspot Portal Id 1. Log in to your **HubSpot** account 2. Click on your profile picture in the top-right corner > your **Portal ID** is displayed in the dropdown menu. Please follow this [link](https://knowledge.hubspot.com/account/manage-multiple-hubspot-accounts?&_ga=2.213679508.1258595645.1656994320-1460215817.1656259344#check-your-current-account) to know more. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further. # Omnisend integration Integrating Globo Form Builder with Omnisend allows you to automatically add form submissions to your Omnisend contact lists, streamlining your email marketing efforts. ### 📝 Steps 1: Generating API Key PowerfulForm needs an **Omnisend API Key** to connect securely to your account. #### **How to generate an Omnisend API key** 1. Log in to your **Omnisend** account > navigate to **My Account** > **API Keys**. 2. Click **Create API Key** > enter a name for your API key (e.g., "Globo Form Integration") and click **Save**. 3. Copy the generated API key for use in the next step. For detailed instructions, refer to Omnisend's official guide: [How to create an API key](https://support.omnisend.com/en/articles/1061890-generating-api-key) *** ### 📝 Step 2: Add Omnisend API Key to the app settings (in PowerfulForm) Now connect Omnisend inside Powerful Form. 1. Open the app > click **Settings > Third party integration** > hover **Omnisend** > click **Config** 2. Enter **Omnisend API key** field created in the **Steps 1** above 3. Click **Save** to update the changes
*** ### 📝 Step 3: Connect form data to Omnisend (in Form Builder) This step decides: * which Omnisend audience/list receives the contact * how your form fields map to Omnisend contact fields 1\. Open the app > click **Forms** > open the form you want to deal with 2\. Click **Integration** icon on the left side > enable **Omnisend** > click on **Omnisend** option
3. Map your fields. For example: * **Email** ← your form’s Email field * **First name / Last name** ← your form’s name fields * 📱**Phone** (optional) ← your form’s phone field ⭐ **Important:** Always map **Email** if you want Omnisend to create/update a contact reliably.
4\. Click **Save** to update the changes. *** ### ✅ Test & Check Your Results (in Omnisend) 1. Submit the form once (use a real email for testing) 2. Open **Omnisend** 3. Go to **Audience / Contacts** 4. Confirm the new contact appears (and fields are filled correctly)
*** ### 🔧 **Troubleshooting** #### “Invalid API key” / cannot connect * Make sure you copied the API key from **My Account → API Keys** in Omnisend. * Remove any extra spaces before/after the key. * Crea**te a new API key in Omnisend and replace it in PowerfulForm if the old one was revoked.** #### Contacts are not being added after submission * Confirm Omnisend is enabled on the correct form. * Make sure you clicked Save after mapping. * Submit a new test entry (old submissions won’t sync automatically). * Ensure the submission contains a valid email address. #### Some fields are blank in Omnisend Re-check mapping (example: “Full name” mapped into “First name” may not display as expected). *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
# Slack integration Connect your form with Slack to receive form submission notifications directly in your Slack channel. ### 1️⃣ Get Slack Webhook URL 1. Open the Slack guide > then click **Create an App**.
2. Click **Create New App** > select your Slack workspace > enter your app name > click **Create App**
3. Enable Incoming Webhooks * In the left sidebar, open **Incoming Webhooks** * Turn on **Activate Incoming Webhooks**
4. Click **Add New Webhook >** select the Slack channel you want to receive notifications in > click **Allow** Slack will generate a Webhook URL.
5. Copy the generated Webhook URL
*** ### 2️⃣ Add Webhook to Form App & Test 1. Open the app > click Forms > open the form 2. Navigate to the **Slack Integration** section > turn on the **Slack** option
3. Paste the Slack **Webhook URL** into the webhook field
3. Add the variables of the form fields to the slack message 4. Click **Save** to enable the integration 5. Submit a test form entry. If setup is correct, the submission notification will appear in your selected Slack channel.
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
# Zapier integration Integrating your Powerful form with Zapier allows you to automate tasks, such as sending form submissions directly to Google Sheets or other apps, without any coding required. **Note:** This integration is available on the **PRO plan** of Powerful Form Builder. A **paid Zapier plan** is also required.
What You'll Need: * A Google Sheet ready to receive form submissions. * A Zapier account (with a paid plan). * Access to your Powerful Form Builder dashboard. *** ### 📝 Step 1 : Create a new sheet in your Google Sheets First, create a sheet you want to connect with the form in your Google Sheets
*** ### 📝 Step 2: Catch hook in Weebhook by Zapier Here you’ll create a Zap that **receives your form submission** through a Zapier webhook. 1\. In Zapier click **Create** button > select **Zaps**
2\. Select **Trigger** > select **Webhook by Zapier** > select **Catch hook** > click **Continue** button > you can skip **Pick off a Child Key**
3\. In **Test** tab, copy the your **webhook URL**
*** ### 📝 Step 3: Add Webhook URL to Form builder app Now you paste the Zapier Webhook URL into PowerfulForm so it knows where to send data. 1. Open the Powerful **Form Builder app** > click **Forms** > open a form > click **integration** icon > enable **Zapier** 2. Click **Zapier** option to open the setting
2\. Paste the **webhook URL** from Zapier here
3\. Click **Save** *** ### 📝 Step 4: Create Spreadsheet Row in Google Sheets in Zapier 1. Submit the form once (from **app preview** or your **online store** if the form is published)
2\. Go back to **Zapier** > click **Test trigger** > the submission you have submitted is used to test > click **Continue with selected record**
3\. Search **Google Sheets** > select **Create Spreadsheet row > Continue** > sign into the Google account > select the sheet you want to use > map the form data with the sheet
4\. Click **Test step** to submit a test > then check the result in the selected sheet in your Google Sheets
✅ If the row appears, your integration works. Future submissions will also be added automatically. *** ### 🎥 Tutorial video {% embed url="" %} *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
# n8n Integration Connect your forms to n8n to automate your data flow. By using webhooks, you can send form submissions to thousands of different apps and custom workflows with full control. ### ⚙️ Setup in n8n First, you need to create a webhook inside your n8n instance to receive the form data. 1. Log in to your n8n dashboard and click **Create workflow**
2. Add a new node and select the **Webhook trigger**
3. In the Webhook settings, configure the following: * HTTP Method: Select `POST` * Authentication: Select `Basic Auth`
4. Under **Credential** for **Basic Auth**, create a new credential and set a **Username** and **Password** 5. Click **Listen for test event** to prepare n8n to receive your form data. > \[!TIP] Keep the n8n window open; you will need to copy the Webhook URL, Username, and Password into the form app. *** ### ⚙️ Setup in Form App Once your webhook is ready in n8n, follow these steps to link it to your form. 1. Click **Forms** > open your form > navigate to the Integrations tab (icon in the left sidebar) 2. Find **n8n** in the list and toggle the switch to ON > click on n8n to see the setting detail
3. Enter the following details: * **Username**: The username you created in the n8n Basic Auth settings * **Password**: The password you created in the n8n Basic Auth settings * **Webhook URL**: Copy the Test URL (or Production URL) from your n8n Webhook node
4. Click **Save** button > Note on Credentials: The **Username** and **Password** entered in the form app must exactly match the ones you configured in your n8n Webhook node for the connection to be successful.
*** ### ✅ Execute and Test To ensure everything is working: 1. In n8n, make sure the node is actively "listening" 2. Go to your live Shopify store and submit the form 3. Check n8n: you should see the form data appear in the Output section of your Webhook node 4. Once tested, remember to switch your Webhook to the Production URL and activate the workflow in n8n
Here is how it shows after the form is submitted:
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
# Make.com Integration Connecting your forms to Make.com allows you to visually build complex workflows, sending form data to thousands of different apps like Google Sheets, Slack, or CRMs. ### ⚙️ Step 1: Log in & Get API Key Before starting in the form app, you need to ensure you have access to your Make account. 1. Log in to your Make.com dashboard 2. To secure your webhook, you will need an API Key. You can find or create your API keys in your user profile settings 3. For detailed instructions on generating a key, refer to the [Make API Key Documentation](https://help.make.com/api-key)
*** ### ⚙️ Step 2: Create a Custom Webhook in Make Now, create the bridge that will receive your form data. 1. In your Make dashboard, click the **+ Create scenario** button in the top right corner
2. Click the large **+ icon** in the center of the editor > search for **Webhooks** and select the Webhooks module
3. From the list of triggers, select **Custom webhook**
*** ### ⚙️ Step 3: Setup Webhook & Security Configure the identity and security of your connection 1. Webhook name: Enter a recognizable name (e.g., "Powerful Form - Lead Gen") 2. IP Key authentication: Click **+ Add API key**
3. In the "API Key" field, select or paste the key you generated in Step 1 4. Click **Save**
5. A unique URL will appear. Click **Copy** **address to clipboard**. This is the URL you will paste into the form app
*** ### ⚙️ Step 4: Connect the Form App Go back to your Powerful Form Builder app dashboard to finalize the link 1. Open the app > click **Forms** > open the form > navigate to the Integration tab 2. Find **Make** in the list of integrations and toggle the switch to active
3. In the configuration window: * Paste your **API Key** * Paste the **Webhook URL y**ou copied from Make.com
4. Click **Save** to apply the credentials *** ### ⚙️ Step 5: Run & Verify Scenario Finally, ensure the data is flowing correctly. 1. In the Make scenario editor, click Run once at the bottom left. Make is now "listening" for a test submission
2. Go to your live form and submit a test entry
2. Return to Make. You should see a green checkmark on the Webhook module 3. Click the number bubble above the module to see the Output. You will see your form fields (Email, Name, Text) mapped out as data bundles, ready to be used in the next step of your workflow!
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
# Google Analytics integration Tracking form submissions is crucial for understanding user interactions and improving your website's performance. This guide will walk you through the steps to track form submissions using GA. **✅ Before you start** Your store must already have **Google Analytics set up in your store settings**. If you haven’t set up GA4 yet, follow Google’s official setup steps. [Learn more](https://support.google.com/analytics/answer/9304153?hl=en) Our app currently supports Google Analytics integration. It works totally based on Google Analytics in your store settings. Please make sure the store setting is configured correctly and enable it in our app as below. *** ### ⚙️ Enable Google Analytics on a form Please follow our below instruction to track the submissions via Google Analytics 1, Open the app > click **Forms** > open the form you want to deal with 2\. Click **Integration** icon on the left side > turn on **Google Analytics** > click on **Google Analytics** option to open the setting
3\. Click **Configure** button > enter **Event Name, Event Category, Event Action, Event Label**
4\. Click **Save** *** ### ✅ **How it works** * Your store already has Google Analytics running (set in your store settings). * PowerfulForm will send a **form\_submit** event to that existing Google Analytics setup. * ⚠️ If Google Analytics isn’t configured in your store settings, events won’t appear.
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
# Facebook Pixel integration Our app uses the Facebook Pixel that you’ve already set up on your Shopify store. If you haven’t added a Pixel to your store yet, please set it up first in your Shopify admin before proceeding. #### ✅ Before You Start Before enabling this integration, make sure: * A **Meta (Facebook) Pixel** is already installed on your Shopify store * The pixel is working correctly (fbq function is available on your storefront) ### 🛠️ Steps to enable the integration 1. Open the app > click **Forms** > open a form 2. Click **Integration** on the left side of the form > find **Facebook Pixel** in the list and toggle it on 3. Click on **Facebook Pixel** to see the setting detail
4. Enter the name of the event you want to send to Facebook Pixel (e.g., `FormSubmission`, `Lead`, `ContactForm`)
> If you enter `ContactForm`, then whenever someone submits your form, Facebook Pixel will record this event with that name. 5. Save the form Submit your form on the storefront to test the result. *** ### ✅ How it works When a customer submits a form on your storefront, the app processes the event in the following steps: #### 1️⃣ Check if the integration is enabled The app first checks whether the **Facebook Pixel integration** is enabled for the form. #### 2️⃣ Detect the Meta Pixel on the page Next, the app checks if the Meta Pixel is properly loaded on the page by detecting the `fbq` function. > The `fbq` function is provided by Meta Pixel and is required to track events on your store. If the Meta Pixel is not detected, the event will not be sent. #### 3️⃣ Send the custom event to Meta Pixel If both conditions are met: * The integration is enabled * The Meta Pixel (`fbq`) function is available The app sends a **custom event** to Meta Pixel using the event name you configured in the app. #### 4️⃣ Data included with the event Along with the event name, the following data is sent to Meta Pixel: * **Page title** – the title of the page where the form was submitted * **Page URL** – the URL of the page where the submission occurred * **Form title** – the name of the submitted form #### 5️⃣ View the event in Meta Events Manager After the event is sent: * It will appear in **Meta Events Manager** as a **custom event** * Processing may take 15–30 minutes * You can view event activity, match quality, and integration source *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
# Form with GemPages This guide shows how to display a Powerful Form form on pages built with the GemPages. #### **Create a new form** If you don’t have a form yet, create one first in PowerfulForm (choose a template or start from scratch), then add the fields you need. Once your form looks good, move to publishing steps below. *** ### 📝 Step1 : Get embed code of a form In the **Form Builder app**, you’ll copy the form shortcode. 1\. Open the app > click **Forms** > open a form you want 2\. Click **Publish** button on the right corner
3\. Click **Copy short code**
*** ### 📝 Step 2 : Add form to page template in Gempages 1\. In **GemPages** app, in the left side, find **Liquid** element, drag and drop it at the position you want on the page
2\. In **Liquid** element editor, paste the code of the form
3\. Click **Save** to update the changes **Preview** the page to confirm the form is showing correctly. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
# Form with PageFly This guide shows you how to display a PowerfulForm form on a page built with PageFly by copying your form shortcode and pasting it into a PageFly HTML/Liquid element. ### 📝 Step1 : Get embed code of a form 1\. Open the app > click **Forms** > open a form you want 2\. Click **Publish** button on the right corner
3\. Click **Copy short code**
*** ### 📝 Step 2 : Add form to page template in PageFly 1\. Open the app > Select a page that you want to insert this form into 2\. Click **Add new element** button > Select **HTML/Liquid** option > Drag and drop to place the element to the position you want
3\. On the right side, click **Open Code Editor** button
4\. Insert the form shortcode to this **HTML/Liquid Code Editor** box
5\. Click **Save** to update the changes. **Note**: the HMTL content will not show up right now. It only shows the result on the front store. Preview the page to check the result on the front store *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
# Change “Submit” button color You can change the Submit button color to match your store branding (for example: black, green, or your theme color). #### **✅ Steps to change the submit button color** 1. Open the app > click **Forms** > open the form you want to edit 2. Click **Appearance** icon on the left side 3. Change the ” **Submit button**” color by changing the **Main color** 4. **Save** the form to update the change
Then check the result on online store. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
# Change form Title and Description Your form Title and Description appear at the top of the form (the header). You can quickly edit the text or hide the header completely. ### ✏️ Edit form Title and Description 1. Open the Form Builder app > click **Forms** > open the form you want to edit 2. In **Elements** section, click **Header**
3. Edit the text in **Title** and **Description** fields
3. Click **Save** *** ### ✏️ Hide the form Header 1. Open the Form Builder app > click **Forms** > open the form you want to edit 2. In **Elements** section, click **Header** 3. Untick checkbox **Show header** 4. Click **Save**
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
# Change the Submit button text You can change the Submit button label to match your form purpose, like “Send”, “Request a quote”, or “Book now”. **Steps** 1\. Open the Form Builder app > click **Forms** > open the form you want to edit 2\. In **Elements** section, click **Footer** 3\. In **Submit text** field, edit the text 4\. Click **Save**
✅ Your updated button text will show on the storefront. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
# Change form’s background You can change your form background to a solid color or a background image to match your store style. ### 📝 **Steps to change the background** 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click **Appearance** icon on the left side > **Background** dropdown > select one option **Color** or **Image** 3\. If you select **Color**, click button **Background** below to select background color 4\. If you select image, add **Background image URL t**o the field below **5. Save** form
If you want to remove the background color, click delete icon here
*** #### 🎨 Option 1: Use a background color 1. In **Background**, select **Color** 2. Click **Background** (color button) 3. Pick your color (or paste a HEX code like `#FFFFFF`) 4. Click **Save**
*** #### 🖼️ Option 2: Use a background image 1. In **Background**, select **Image** 2. Paste your **Background image URL** into the field 3. Click **Save** 🔎 **Tip:** Use a clear image URL that ends with `.jpg`, `.png`, or `.webp`.
*** ### 🧽 Remove the background color If you want to remove the background color: Click the 🗑️ **delete icon** in the background setting area
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
# Change form’s layout Form layout controls how your form appears on the storefront (inline, boxed, floating button, or popup). You can switch layouts anytime in the Appearance settings. ### 📝 Steps to change the form layout 1\. Open the app > click **Forms** > open the form you want to edit 2\. Click **Appearance** icon on the left side 3. Select a form layout you want 4. Click **Save**.
*** ### 🧩 Layout options #### Default (Inline) * The form shows **directly on the page**, like normal content. * Best for: Contact pages, landing pages, and simple forms.
#### Boxed * The form shows inside a **boxed card** (with padding and a clear container). * Best for: Clean, modern look and better focus on the form.
#### Float * A floating button/icon appears on the page. * When customers click it, the form opens. * You can choose the button position (bottom right, bottom left, etc.). * Best for: Always-available contact form without taking page space.
#### Popup * The form opens in a popup modal (center of the screen). * You can set trigger conditions, like: * after scrolling * after a timer delay * exit intent (when visitor attempts to leave) * Best for: Lead capture, promotions, email signup.
*** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
# Add an image to email template You can add a logo, banner, or any image to your email template in Powerful Form Builder by inserting an image into the email editor and using an image URL from Shopify Files. ### 📝 Step 1: Upload the image to Shopify Files 1. In Shopify admin, go to **Content → Files** 2. Click **Upload files** 3. Select your image (PNG/JPG/GIF) 4. After upload, click the file to open it 5. Copy the **file URL** (this is the link used for the email image) 💡 Tip: Shopify Files is the easiest way to host your image so it loads correctly in emails
*** ### 📝 Step 2: Insert the image into the email content 1. Open Powerful Form Builder app > click **Forms** > open the form you want to edit 2. Click Mail icon on the left side > select email template (For example: Auto Responder) 3. Scroll down to email body part 4. In the editor toolbar, click **Insert → Image**
5. In the popup: * **Source**: paste the image URL you copied from Shopify **Files** * **Alternative description** (optional): type a short description (example: “Store logo”) * **Width / Height** (optional): set size if needed
6. Click **Save** ✅ The image will appear in the email template. *** #### Need More Help? If you still need assistance, please contact us at . Our team will be happy to help you resolve any issues or guide you further.
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