Adding custom forms to your upsell funnels is a powerful way to collect customer data, preferences, or feedback.

This guide will show you how to create, embed, and manage forms within your Shopify store.

Overview

Forms allow you to capture information beyond standard checkout fields. Whether you need to collect gift messages, delivery instructions, or customer preferences (like "skin type" or "pet breed"), our Form Builder makes it easy to add these steps to your customer journey.

How to use forms

Step 1 - Create a new form

1. In the flow builder, edit any of the following pages: Checkout, Thank you page and Order Status:

Since the form is a widget, you first need to edit the slot it will be placed in. To learn how to edit a slot, you can check this article.

1. Once you are editing the desired slot - click Add widget in the Editor (you can learn more about the Editor here).
2. Select "create new form"

3. A new form is now created, please name your form:

4. Add blocks to design the widget functionality.

You can read more about the different blocks available here.

For example, if you'd like to collect your clients' shoe size:

1) Add a text block that reads: "Enter your shoe size"

2) Add a text field to collect the shoe size number

3) Add a Multiple choice to select Women, Men, Kids

5. Clicking on each block will allow you to set its setting on the right hand pane:

6. Set the appropriate settings on the right hand pane. In our example we will add three options for the Multiple choice: Men / Women / Kids

7. In the same place, we can rename the collected metafields names:

Click here to learn more about Metafields and how to use them throughout your store.

8. Re-arrange the form by dragging the blocks, to make sure the form makes sense (submit button at the bottom for example, and text fields before answer fields):

9. Click the "Save" button:

We now successfully created our first form!

You can revisit all your forms at the "Forms" section of the Upsell.com app:

Step 2 - Preview

1. Either go to your store to the correct page you've added the form to, alternatively, you can preview the from the Shopify editor, by clicking "Place your slots in the Shopify editor" button:

2. The relevant page will open up in the Shopify editor where you can preview how your clients will see your form:

Real-world examples of how merchants use Forms

Here are practical ways you might use Forms in your Shopify store:

📋 1. Post-purchase customer feedback

Ask buyers how satisfied they are with the checkout experience or why they chose certain products.

👉 Example field: “How can we improve your experience?”

📦 2. Delivery preferences

Let customers choose or request specific delivery details (preferred dates or drop-off instructions).

👉 Example field: “Preferred delivery date” or “Additional delivery notes”

💬 3. Custom order notes

For made-to-order shops (e.g., engraving text, custom prints), collect order specifics after purchase.

👉 Example field: “Enter your custom message/text”

⭐ 4. Testimonial or review requests

Prompt customers to leave a quick review or rating right after they buy.

👉 Example field: “Rate your purchase from 1-5 stars”

Updated on: 04/03/2026