Integrating Formstack with Shopify: Streamline Data Collection and Enhance User Experiences

Integrating Formstack with Shopify: Streamline Data Collection and Enhance User Experiences


Formstack is a powerful third-party integration for Shopify that allows you to create custom online forms and collect data seamlessly. Whether you need simple contact forms, event registrations, or complex surveys, Formstack provides an intuitive interface to design and embed forms on your Shopify website. With its extensive features and flexibility, Formstack empowers you to gather valuable customer information and enhance your business processes.

Why Integrate

Integrating Formstack with your Shopify store can bring several significant benefits to your business. Firstly, it enables you to capture essential data from your customers and prospects directly through your website. With well-designed forms strategically placed throughout your site, you can gather information such as names, email addresses, phone numbers, and more. This data can be used to personalize marketing campaigns, understand your target audience better, and provide tailored customer experiences.

Secondly, Formstack offers seamless integration capabilities with other business tools and platforms, such as email marketing software, CRM systems, and project management tools. By integrating these systems with your Shopify store via Formstack, you can streamline your data management and automate workflows. This integration eliminates manual data entry and reduces the likelihood of errors, saving you time and effort.

Lastly, Formstack allows you to create not only contact forms but also more complex forms such as surveys, event registrations, and order forms. This flexibility enables you to collect specific information based on your business needs. For instance, a survey form can help you gather feedback and insights from customers, allowing you to make data-driven decisions to improve your products or services.

Benefits of Integration

Integrating Formstack with Shopify brings a multitude of benefits to your business. Firstly, it enhances customer engagement and satisfaction by providing a seamless and user-friendly form submission experience. With Formstack's customization options, you can create visually appealing forms that align with your brand's aesthetics. The forms can be embedded directly on your Shopify website, eliminating the need for customers to navigate away from your site for form submissions.

Additionally, Formstack allows you to add conditional logic to your forms. This means that certain fields or questions can be shown or hidden based on the responses provided by the user. This dynamic form experience guides customers through the form process, ensuring they only see relevant questions and minimizing drop-off rates. By providing a personalized and interactive experience, you can increase form completions and collect more accurate data.

Furthermore, Formstack offers robust data management features. The platform allows you to view and export form submissions, create reports and analytics, and even set up automated email notifications for new form submissions. These features enable you to gain valuable insights, track form performance, and easily share data with your team or other stakeholders. With this data-driven approach, you can make informed business decisions and optimize your forms for better conversion rates.

Important Features

Formstack provides a range of essential features to enhance your form creation and data collection processes. Firstly, the platform offers a drag-and-drop form builder, making it easy for even non-technical users to create custom forms. You can choose from a variety of form fields, including text fields, checkboxes, dropdowns, and file uploads, to design forms tailored to your specific requirements.

Secondly, Formstack offers advanced form customization options. You can fully brand your forms by adding your logo, custom colors, and even CSS styling. This ensures consistency with your overall website design and reinforces your brand identity. Additionally, Formstack allows you to create multi-page forms, progress bars, and custom form confirmation messages. These features contribute to an engaging and intuitive form submission experience for your customers.

Thirdly, Formstack provides various form embedding options. You can choose to embed forms as inline elements on your Shopify pages, as pop-up overlays, or even as standalone landing pages. This versatility allows you to strategically place forms throughout your site to capture leads, gather feedback, or streamline order processes. The forms are mobile-responsive, ensuring a seamless experience for users accessing your site on smartphones or tablets.

Step-by-Step Integration Process

Integrating Formstack with Shopify is a straightforward process. Follow these steps to seamlessly connect the two platforms:

  1. Sign up for a Formstack account and log in.
  2. In Formstack, create the desired forms for your Shopify website using the drag-and-drop builder.
  3. Customize your forms with branding elements, advanced features, and conditional logic.
  4. Once your forms are ready, navigate to the Integration section in Formstack and select the Shopify integration option.
  5. Follow the prompts to authenticate your Shopify credentials and grant Formstack access to your store.
  6. Configure any additional settings or mapping options as per your requirements.
  7. Save the integration settings and test the connection between Formstack and Shopify.
  8. After successful integration, your Formstack forms should be ready to embed on your Shopify website.
  9. Copy the provided embed code for each form and paste it into the appropriate pages or sections within your Shopify store.
  10. Preview and test the forms on your live website to ensure they function as intended.

Technology Considerations

When integrating Formstack with Shopify, there are a few technology considerations to keep in mind. Firstly, ensure that your Shopify theme supports the embedding of external code snippets. Some themes may have limitations on where you can place form embed codes, so review the theme documentation or consult with a Shopify developer if necessary.

Secondly, keep an eye on the performance and loading times of your Shopify store when embedding multiple Formstack forms. While Formstack optimizes its forms for performance, an excessive number of complex or data-heavy forms on a single page can affect the overall site speed. Regularly monitor your website's performance using tools like Google PageSpeed Insights and make adjustments as needed.

Lastly, consider data protection and privacy. Since form submissions collect customer information, it is crucial to ensure that your integration with Formstack complies with data protection regulations, such as GDPR or CCPA. Formstack offers various security features and compliance standards, such as encryption and data retention controls, to protect your customers' data. Familiarize yourself with these features and align them with your specific compliance requirements.

How Deploi Can Help

At Deploi, we understand the value of seamless integrations and optimizing your business processes. Our expert team of web developers can assist you in integrating Formstack with your Shopify store flawlessly. We have extensive experience in custom web development and can ensure that the integration aligns perfectly with your business objectives and website design.

Our professionals will work closely with you to understand your specific form requirements, branding guidelines, and data management needs. We can help you design visually appealing forms that enhance customer engagement, streamline your workflows, and provide actionable insights. With our expertise, you can leverage the full potential of Formstack and Shopify, saving time and effort while driving your business forward.

Final Thoughts

Integrating Formstack with your Shopify store opens up a world of possibilities for collecting valuable customer data, streamlining processes, and enhancing user experiences. The flexible form creation options, seamless integration capabilities, and robust data management features make Formstack an invaluable tool for any Shopify merchant.

By strategically embedding Formstack forms on your Shopify website, you can not only gather customer information but also improve your marketing efforts, make data-driven decisions, and optimize your business processes. With Deploi's expertise and guidance, you can ensure a smooth and successful integration that aligns with your unique business goals. Embrace the power of Formstack and Shopify integration to take your business to new heights.


Martin Dejnicki
Martin Dejnicki

Martin is a digital product innovator and pioneer who built and optimized his first website back in 1996 when he was 16 years old. Since then, he has helped many companies win in the digital space, including Walmart, IBM, Rogers, Canada Post, TMX Group and TD Securities. Recently, he worked with the Deploi team to build an elegant publishing platform for creative writers and a novel algorithmic trading platform.