How to Use Shopify Customer Form

About Customer Form Element

Summary: Shopify Customer Form is specifically designed to facilitate the effortless collection of customer information, such as names and phone numbers, with the aim of boosting your conversion rates.

You can implement the Shopify Customer Form element whenever you require essential customer information to optimize your marketing and sales efforts.

For more details, please check this video tutorial:

How To Access Customer Form Element

Follow these steps to access the Customer Form element feature:

• Step 1: Click on the 2nd icon in the left side menu which is the Element Catalog, then switch to Shopify tab.
• Step 2: Click on the Customer Form element in the dropdown menu.
• Step 3: Drag and drop the element into the page editor and then start using it.

The Customer Form element comes with multiple variations covering most of your needs, but you can customize your form by adding Customer Form Field, Customer Form Button, and many other elements.

How To Configure Customer Form Element

This element has plenty of parameters allowing you to fine-tune content appearance to reach the best possible conversion rate. All the elements in Contact Form Field have similar parameters.

To start, drag one element to the layout and select it to see its variables

General Settings

Shopify Customer Tags: To add tags to customers.
Show Confirmation: Enable to show customers’ Success/Error message. Success Message: The text displayed after successful form submission. Error Message: The text displayed after unsuccessful form submission.
Redirect After Submission: Enable this feature to redirect customers after submission Redirect URL: Enter a URL or select a URL of your site. Redirect Delay (seconds): Redirect after a certain amount of time (min value is 1 second, the max value is 10 seconds)

You can get further information about VISIBILITY, ATTRIBUTES, ANIMATION parameters here.

Styling Settings

Legacy Editor – Styling Tab

If you’re working on the Legacy editor of PageFly, below are main settings you will see in the Styling tab:

Content Color: Change the color of Customer Form content by choosing one out of default colors or you can customize to your liking by using available parameters.
Spacing: Adjust margins and padding to create desired space around the Customer Form.
Typography: Set the font family, font size, text alignment, and text style.
Background: Choose a background color or image for your Customer Form element.

You can check more information about other settings in the Styling tab here.

There is another sub-element “Customer Form Field element” located inside the Customer Form element, you can head over to this article for more information.

Gen 2 Editor – Styling Tab

The Styling tab of PageFly’s Gen 2 editor includes the same options as the Legacy editor, with added Size and Layout parameters.

1. Size: These parameters allow you to control the width and height of the Customer Form element. Choose from:

• Fill Container: Makes the element as wide/high as possible within its parent.
• Hug Content: Adjusts the width/height to fit the content.
• Fixed Width: Sets a specific width/height.

You can also set maximum and minimum width and height values by clicking on “More settings” to ensure the element stays within desired dimensions.

2. Layout: These parameters allow you to customize the arrangement and appearance of the Customer form element.

Direction: Defines how the items inside the form are arranged, either in a horizontal (left to right) or vertical (top to bottom) direction.
Reverse Order: It allows you to reverse the order of items within a form.
Horizontal/Vertical Gap: Adjusts the spacing between items within the form. If the items are arranged horizontally (left to right), the gap is horizontal. If the items are arranged vertically (top to bottom), the gap is vertical.
Align Items: Helps you control how items in the form are lined up. Justify Content: Determines how the items are distributed in a container.

Common Cases

While Shopify’s Customer Form offers flexibility in collecting essential customer information, users should be aware of customization constraints. Altering default fields or adding new ones might require advanced technical knowledge or additional app integrations.

Frequently Asked Questions

What is Shopify Customer Form?

This element is specifically designed to facilitate the effortless collection of customer information, such as names and phone numbers, with the aim of boosting your conversion rates.

What are the Shopify Customer Form default fields?

They include Name, Email, Gender, and Biography.

Additional Resources

How to use Shopify Customer Form Button Element

How to Use Shopify Contact Form Element