How to create forms for your store

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With Form Builder, merchants can create forms to collect their customers' information and feedback for analysis. For example, you can create a form to invite your customers to try your new products, join your events, leave feedback for your new products, and more.

 

 

1. Create a form 

Step 1: Check your plan

In the upper right corner of SHOPLINE Admin, go to ["Hello, OOO"] > ["My Subscription & Billing"] to view your store's plans and modules.

  1. If you see the screen below, with the headings "Paid" and "Modules" in the "Plan Subscription" section, please confirm whether your store has an "e-Commerce" plan. If so, you can skip to step 2.
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  2. If you see the screen as below, where there is the heading "Current Plan" please make sure that under plan you have a  "Premium/O2O/Enterprise" plan.
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    If so, please go to [App] > [App Store] in the left menu to install the feature.

 

Step 2: SHOPLINE Admin > [Online Store Design] > [Form Builder] 

1. In this section you find a list of all your previously created forms. To build a new form, click the blue [Create] button in the top right-hand side. 

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2. If you have already created a form or forms, you can click the three dots on the right-hand to edit, copy, delete, or view a report for the form.

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Step 3: Create a new form 

Enter the name you want to appear for the form in SHOPLINE Admin, then click [Create]. 

 

 

2. Design your form 

Clicking the Screen_Shot_2019-05-08_at_18.56.14.png icon in the menu on the left-hand side will allow you to view and add different elements to your form. To add an element to your form, drag and drop it into the blue form editor section. Elements are divided into [Question types] and [Additional form information]. 

A. Question types 

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B. Additional form information 

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1. You can add multiple elements to the same column (up to 6 maximum).

2. You can enter a name for each field, as well as decide whether to make it a required field using the toggle switch. 

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Once you have finished the setup for the form, you can click [Preview], [Save Draft] or [Publish] in the top right-hand corner. After you have published your form, it will now be listed in the listings page in Form Manager Panel. To get the form's URL, click the Screen_Shot_2019-05-08_at_19.10.35.png  icon. The screenshot below is an example of how a form will be displayed on a storefront:

 

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3. Page settings 

Clicking on the settings wheel below the page elements icon will take you to the Page Settings menu. From here, you can edit or toggle on [SEO Settings], [After Submission], [Form Receiver Email Notifications] and [Member access only]. 

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To receive email notifications when a new response has been submitted, click on [Form Receiver], toggle on [Notify me], then enter the email address you want to receive the notifications to. You can add multiple emails by placing a comma between them. 

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4. Form URL 

If you want to display a form on your storefront, you can so in SHOPLINE Admin by going to [Online Store Design] > [Menu Navigation] and choosing [External Link] from the [Menu item type] dropdown menu.
 
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5. Report export 

You can view and export a report of form responses and metrics by clicking on the three dots on the right-hand side of the form in the Form Manager Panel. After you have done this, select [Report] from the dropdown menu. 

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After clicking [Report] you will taken to a page with a full list of respondent information. You can also click on [Export] in the top right-hand corner to download a .cvs file of the same information.  

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You will then receive an email with a download link. 

 

6. How to open an exported report in Excel 

Reports are exported as .cvs files. Some versions of Microsoft Excel will be unable to open these files in a readable format. If this is the case, you can use Google Sheets or Numbers (Mac) to open the file. Alternatively, you can follow the steps below to open the file in a readable format in Excel. 

Step 1. 

Open your file in Excel. Click on [Data] > [Graphs] and select [From Text] from the dropdown menu. 

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Step 2. 

In the [Text Import Wizard] check off the [Delimited] box. Make sure the [File origin] is [Unicode (UTF-8)]. 

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Step 3. 

After clicking [Next >], check off the [Comma] box in the [Delimiters] list in the following window. Continue clicking [Next>] until you reach [Finish]. Click [Finish] and then [Confirm]. 

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7. Form Builder permissions

Step 1. 

In SHOPLINE Admin go to [Settings] > [Permission & Security] > [Edit] > [Form Builder].

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Step 2. 

Select the permissions you want to grant. 

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  • Form Builder permissions explained: 

1. Checking off the [Form Builder] box will grant full permission to an employee. 

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2. Checking off [View] only will allow an employee to view forms, reports, and responses. 

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3. Checking off [Add/Edit] and [View] will allow an employee to view as well as edit forms, reports, and responses. 

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4. Checking off all three boxes will give an employee permission to edit, view, and delete forms, reports, and responses. 

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  • Form Builder display by permission type:

1. Checking off the [Form Builder] box will grant full permission. 

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2. Checking off [View] only will allow an employee to view forms, reports, and responses. 

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3. Checking off [Add/Edit] and [View] will allow an employee to view as well as edit forms, reports, and responses. 

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4. Checking off all three boxes will give an employee permission to edit, view, and delete forms, reports, and responses. 

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