Custom Forms

Product and Checkout Forms

Forms are an efficient way to collect additional information from buyers during the shopping process. They are ideal for gift messaging, custom embroidering or engraving, the personalization of products like stationery and providing special instructions or a personal note to the seller.

Each form has one or more fields, and can be displayed on the product detail page, in the checkout process, or in a storefront module. Field types include a checkbox, text and paragraph inputs, a calendar date selector, checkbox group, and radio button group. For example, in the form below, the form is being displayed on all product detail pages, and has two fields: 1) a checkbox and 2) a paragraph input.


Forms with Conditional Rules

Conditional rules can be used to define when fields within a form should be displayed or hidden. Logic statements for the conditional rules are easy to setup and very flexible. In the following screenshot, a conditional rule is being used to hide the paragraph input until the checkbox has been selected.


After buyers have completed a purchase, form data is included in the printable Order receipts for storeowners, and is passed to ShipStation in the Notes field. Forms can be accessed by clicking on the ‘Forms’ link in the Manage section of the Global Navigation Menu, right below Products. For a video demo of forms with conditional rules, please visit


Note: Store module form submissions are emailed to the address listed under Notifications on the admin Settings page.