How to create forms in your store

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Feature - "Forms" allows merchants to create forms to collect their customers' information and feedback for analysis. For examples, you can create a form to invite your customers to try your new products, join your events, leave a feedback for your new products etc.

*This feature is available in App Store for Premium / Enterprise / O2O plan. You may find "Forms" in Apps > Apps Store. After installation, you can start creating forms in your shop and exporting the information collected.

 

Step 1

Step 1: Confirm your plan of  store and start using it 

in the upper right corner of the store backstage, go to "Hello, OOO" > "My Subscription & Billing" to view the store's plans and modules.

  1. If you see the screen as below, there are "Paid" and "Module" in the "Plan Subscription" section. Please confirm whether your store has a "e-Commerce" plan. If so, you can go to step 2 to set it up.
    EN_Step1-1.png

  2. If you see the screen as below, the "Plan" in the "Current Plan" is Basic, Advanced, Premium, O2O, or Enterprise. Please confirm whether your store has a "Premium/O2O/Enterprise".
    EN_Step1-2.png

    If so, please go to "App" > "App Store" in the left menu to install the features.

 

Step 2

After clicking "Online Store Design" >> "Form Builder" ,

you will see the listing page of forms. Click the blue "Create" button to start creating a form

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Step 3

Enter the name of the form > Click "Create" to continue

Step 4

InScreen_Shot_2019-05-08_at_18.56.14.png, you can see different elements that you can add to the form. After dragging an element into the form, you can enter the label and decide whether to make it a required field

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Step 5 

When you have finished the setup of the form, you can click Preview, Save Draft or Publish at the top right hand corner. Once you have published the form, you can find the form in the listing page in "Form" and you can click Screen_Shot_2019-05-08_at_19.10.35.png to get the URL of the form.

*Below screenshot is a sample of how the form looks like in storefront:

 

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Step 6

When someone has filled in the form, you may collect the results by clicking "Export" in the form listing page.

After exporting the responses, you will receive an email with a report of the responses.  You can click "Download" to view the report.

Remarks: If you wish to add the form to your shop's menu navigation, please go to SHOPLINE Admin Panel > "Menu Navigation" > "Add"
Then select "External Link" and add the form URL to the menu.

You may refer to Menu Navigation for more details.

 

 

 

 

 

 

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