How to Collect Customer Data Using a Form Builder in Shopify?
Customer data collection helps businesses to understand their audience, optimize marketing strategies, and improve overall customer experience. A form builder allows you to create customized forms that collect customer information like names, email addresses, purchase preferences, and feedback. These forms can be embedded on store landing pages, pop-ups, or checkout pages to maximize engagement.
A well-designed form balances simplicity and detail to collect valuable data without frustrating users. Features like conditional logic, integrations with marketing tools, and automated responses increase completion rate.
To effectively collect customer data, follow these key steps:
- Choose Form Builder App
- Install and Set Up Form Builder
- Design Your Form
- Embed Form on Your Store
- Collect & Manage Customer Data
1. Choose Form Builder App
The best Form Builder App for collecting customer data in Shopify depends on your business needs. Here are top 5 best form builder app:
- SyncForm
- Hulk Form Builder
- Powerful Contact Form Builder
- qikify Contact Form Builder
- POWR Form Builder Contact Form
When choosing the app, look for features including conditional logic, file uploads, email notifications, and integration with marketing campaigns.
If you need advanced customization and integration options, Form Builder Hub is a strong choice. Hulk form builder stands out for its multilingual support and anti-spam features, while POWR form builder provides pre-designed templates, real-time notifications, and file handling.
2. Install and Set Up Form Builder
- Log in to Shopify admin dashboard.
- Navigate to Apps in the left sidebar menu.
- Use the search bar to find your preferred form builder.
- Select the app from the search results.
- Click install app, then follow the prompts to complete the installation.
- Once installed, navigate to Apps > Form Builder from your Shopify dashboard.
- Click New Form to start creating a form.
3. Design Your Form
Most form builders offer drag-and-drop functionality, making it easy to customize forms. The fields you include should align with the type of data you want to collect. There are different types of forms designed for data collection.
| Form Type | Purpose | Data Collected |
|---|---|---|
| Contact Form | Customer inquiries & support | Name, Email, Message |
| NewsLetter Signup | Build an email list | Email, Name, Interests |
| Order Customization Form | Collect specific order details | Product preferences, File uploads |
| Survey Form | Gather feedback | Customer satisfaction ratings, comments |
| Registration Form | Create accounts for events or memberships | Name, Email, Phone, Preferences |
Customization in form builders further enhance user experience. Store owners modify colors, fonts, and layouts to align the form with their branding, ensuring design consistency.
- Use text fields, dropdowns, checkboxes, and file uploads to collect data.
- Enable conditional logic to show/hide fields based on customer responses.
- Add reCAPTCHA to prevent spam submissions.
4. Embed Form on Your Store
The form is designed, the next step is to embed it on your Shopify store. Most form builders provide an HTML code snippet or Form ID to insert form into your store.
Copy the code or ID and navigate to Online Store > Themes > Customize in your Shopify admin panel. Select the desired page and paste on the desired location. Save the changes and check the storefront to ensure the form appears correctly.
Submit a test entry to verify the form works correctly. Check email notifications to confirm data submission. Additionally, test the form on different devices and screen sizes to confirm responsiveness and mobile optimization.
5. Collect & Manage Customer Data
When customers submit the form, their responses are stored in your form builder app database. You can access this data through the app dashboard, where you can view, filter, and export submissions as needed. Regularly review submissions in your app admin panel to analyze customer feedback.
You can maximize the value of customer data by integrating your form builder app with marketing tools. These integrations allow you to segment users based on their responses and follow up with personalized communication. By leveraging these tools, you can create targeted campaigns that connect with your audience, ultimately improve customer satisfaction and drive business growth.
