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Get Started

Simply Forms team

Last Update 11 dagen geleden

Create Your First Form

  1. Head over to the Form Builder page.
  2. Want to start fresh? Click Create a blank form to begin with an empty canvas.
  3. Prefer to build on something that already exists? Find the form you’d like to copy, open the More actions menu, and choose Duplicate form.

That’s it — you’re ready to start customizing your form!

Design Your Form

When you click Design, the form builder canvas opens, allowing you to build your form with simple drag-and-drop.


Adding Components

  • On the right side, you’ll find the Toolbox, which lists all the UI components you can add.
  • To add a component:
    • Click it to place it at the end of your form, or
    • Drag it onto the canvas and drop it exactly where you want.

Working with the Canvas
  • On large screens, maximize your workspace by clicking Toggle full width.

  • For long forms, keep the Toolbox always visible by selecting Pin toolbox.

Editing Components


  • Hover over any component on the canvas to reveal:

    • Edit – opens the property settings window.

    • Delete – removes the component.

    • Handler – drag to reposition the component anywhere on the form.

Display Label

The Display Label is the most important property of a component.

  • It can span multiple lines.

  • The first non-blank line is used as the column name when storing customer submissions.

  • Each form must have unique column names, so make sure no two components share the same first line of their label.

Configure

You can start with the default configuration and proceed directly to Preview and Publish. If you need to make changes later, simply click Configure to customize your form's settings.

Submission Settings

  • Submit button label – Customize the text displayed on the submit button.

  • Error message – Define the message customers will see if their submission fails.

Confirmation Behavior

Choose what happens after a successful submission:

  • Show a confirmation message, or

  • Redirect the customer to another page.

Transactional Emails
  • Custom Sender Address – On paid plans, you can use a verified custom sender address to enhance your branding. By default, emails are sent from simply-forms@silverpineint.com.
  • Reply-To Address – This is where customer replies will be sent. If you set a custom sender address, it is automatically added as the Reply-To address. You can also add an additional email address if needed.
  • Send Autoresponder Emails: Automatically send a reply to customers after they submit a form. To enable this, map your form's Email field to Contact Information → Email in the Customer Property Mapping. For logged-in customers, their account email can be used automatically.
  • Notify Staff: Use Shopify Flow to send internal email notifications by leveraging the Simply Forms submission trigger. Please refer to Integration with Shopify Flow for detailed instructions.
Submission Statuses
  • Submission statuses are fully customizable.

  • Define different statuses based on the needs of your form.

  • Set a default status for all new submissions.

Customer Property Mapping

To automatically sync the customer data you collect with your Store Admin, you can define field mappings here.

  • One property on your form can be mapped to a corresponding Customer resource property in Store Admin (for example, First Name, Email, or Phone Number).

For details, please refer to Auto-sync to Shopify Customer Resources.

    Preview

    After completing your design, click Preview & Publish.


    • The form will open in a What-You-See-Is-What-You-Get view, so you can test how it looks and behaves.


    • If you’re not satisfied, simply return to the Design tab to adjust your components.

    • You can further fine-tune the form layout, fonts, and colors within the App block settings in the Theme Editor once the form has been added to a page template.

    Publish

    When you’re happy with your form, click Save & Publish in the Preview window.

    • Your changes will be saved, and the updated form will be published for customers to use.

    Integrate Simply Forms with Online Store 2.0 Themes

    To add a form to your storefront, go to the Form Builder, select a form, and click ‘Add to storefront page’. Simply Forms will automatically create a page for you and guide you on how to add a Simply Forms app block. After you paste the form ID into the app block settings, the form will be rendered in the Theme Editor. You can then create a menu item that links to this page.


    The auto-created page uses your store’s default page template, so any changes you save may affect all pages that use this template. If needed, we recommend creating a dedicated page template specifically for your form. Below are the detailed steps.

    1. Copy the Form ID

    • Once your form is published, copy the Form ID.
    • You’ll need this later when adding the form to your theme template.

    2. Open the Theme Editor

    • Go to your Online Store in Shopify Admin.

    • Open the Theme editor.

    3. Create a New Template

    • In the Pages template list, click Create template.

    • Name the template feedback form, and use Default Page as the base.

    • Since page content won’t be used, set the page content block to invisible.

    • Update the page title as needed.

    4. Add the Form Section

    • Click Add section.
    • From the Apps list, select Simply Form.
    • In the properties panel, paste the Form ID you copied earlier.
    • Your form should now appear in the template.

    5. Adjust Layout and Styling

    • To center the form, select its parent section and choose Center alignment.
    • Adjust the page title alignment to match.
    • If there’s extra space between the title and the form:
      • Change padding from Auto to Fixed.
      • Use the slider to fine-tune spacing.
    • You can further customize:
      • Margins
      • Font size and color
      • Button label, color, and alignment
      • Element padding and line height

      6. Save Your Changes

      • When finished, click Save.
      • If the Save button is greyed out, your changes are already saved.

      7. Create a Page Using the Template

      • In Shopify Admin, create a new page.
      • Assign it to the feedback form template.
      • Add this page to your store’s navigation (e.g., under a Sample Forms submenu).

      8. View Your Form

      • Open your storefront.
      • From the navigation menu, select Your Feedback.
      • Your form is now live and ready for customers to use!

      View and manage customer submissions

      To view and manage submissions for a specific form, you’ll first need to add a data link for that form into the Simply Forms navigation menu.

      • You can remove the link later if you don’t need it, and add it back again at any time.

      Add a Data Link

      1. Go to the Form Builder page.

      2. Select the form whose submissions you want to view.

      3. Open the More actions menu.

      4. Click Add data link.

      A new menu item will appear in the Simply Forms navigation menu, named after the form. Clicking it will take you to the submission list for that form.

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